Before you read on, you should see our flash movie about preparing the data for analysis and screening.

	Interface Overview

1. The Analyze Panel      2. The Indicators and Scans Panel      3. The Portfolio Manager Panel      4. The Update Panel Back To Top

	Manage Portfolios

To setup the Working List for update, analysis and scan, you must use the Portfolio Manager. For example, you can load the selected portfolio to the Working List using Load As Working List. Below are a list of buttons and their functions you can find in the Portfolio Manager Panel. Button Function Description Create New Portfolio Creates a new list of stock symbols. You will provide a name, a description, and a list of symbols for a new portfolio. Delete Selected Deletes the selected portfolio. A window will pop up to confirm the action. Save Portfolios Saves all the changes made to the portfolios. For example, after adding or removing a symbol from a portfolio, click Save Portfolios to apply the change permanently. Add All to Working Adds every symbol in all portfolios to the working list so that you do not have to add the portfolios one by one. This is very useful when you want to update the data for stocks in all portfolios. Append Suffix to Selected Portfolio If you want to use ASPS with non U.S. stocks. You need to append a suffix to the international portfolio when using Yahoo Data Source. MetaStock users do not have to use this function. Add Symbol Adds to the selected portfolio the symbol you provide in the text box left to the button. Remove Selected Symbols Removes the selected symbols. You can make multiple selections by holding the Shift or Ctrl key. Remove All Removes all the symbols in the selected portfolio. Import From File Imports stock symbols in a file to the selected portfolio. The file must contain the stock symbols line by line. Import From MetaStock You can import your MetaStock data to ASPS. To use MetaStock as data source instead of Yahoo Finance, you must first select Configuration -> Data Source -> MetaStock from the menu bar. You will then provide the root directory that contains all your MetaStock sub-directories or files. At last, this button allows you to import stocks in any sub-directories in the root directory. Load Into Working List Loads the selected portfolio into the Working List without first clearing it. Load As Working List Makes the Working List identical to the selected portfolio. Load From Working List Copies all the symbols in the Working List to the selected portfolio. Back To Top

	Update Data

After setting up the Working List, you need to update the fundamental and technical data for those stocks. Technical data needs to be updated very often. If you run it everyday after market close, the update speed is reasonably fast. MetaStock users do no have to update the technical data. You do not need to update the fundamental data often because fundamental data do not change as often as technical data.    There are three types of technical data updates. Refresh Data -- Download years of data for stocks in the Working List. Do this if there is an error in the existing data. Daily Update -- Download the most recent data only. Smart Update -- Download all data from the last day of existing data. Back To Top