Advanced Analyzer Answers
Click on any of the group links below to get answers to frequently asked questions.Creating an Account
/ Updating
Charting
To search, press Control + F on your keyboard and enter a key word.
Creating and Updating an Account
How do I register and subscribe to Advanced
Analyzer?
A: Subscribing to Advanced Analyzer is a simple two-step process. Please
follow these steps carefully to assure a successful subscription. We
recommend that you print these instructions before beginning the subscription
process.
The two steps are:
- Downloading and Installing Advanced Analyzer
- Registering and Subscribing to Advanced Analyzer Data Feed
- Downloading and Installing Advanced Analyzer:
- Go to the Advanced Analyzer Web site at http://www.advancedanalyzer.com.
- Click the Download Now button located at the top right of your screen.
- Please read the User Agreement statement and click the I Agree button to continue.
- Click the Download Advanced Analyzer Now! button, a download window will display.
- Select the radio button in front of the statement, "Save this Program to Disk." and click the Ok button.
- From the Save As dialog box, select the location where you would like to save the Advanced Analyzer installation file. We recommend saving this file to your Desktop so that is can be easily found when the download is complete. The file name will be "advancedanalyzer.exe" and if you save it to your desktop, the Advanced Analyzer icon will appear blue and white.
- Double-click on the file name or icon (blue and white chart); the Installation Wizard will guide you through the installation process. To ensure future upgrades, please use the default file locations.
- When the Congratulations message displays, click the Ok button.
- In order to complete the installation process, you must restart
your computer. Please restart your computer now.
- Registering and Subscribing to Advanced Analyzer Data Feed:
- After your computer has re-started and re-connect to the Internet, then double-click the Advanced Analyzer icon located on your desktop (blue and white chart). This will launch the Advanced Analyzer Registration Wizard.
- The User and License Agreement will display, please read and click Yes to continue.
- Please read the Privacy Statement and click the Next button.
- If a proxy server is detected a dialog box will display. Click the Yes button to allow the Advanced Analyzer program to use the detected proxy information or click the No button if you do not want the proxy information found to be used. If you choose No, you will need to enter the proxy information manually. We recommend using the proxy settings detected by the application. Click the Next button.
- Click the radio button in front of the statement "I am a new Advanced Analyzer user, I need to create my account" and click the Next button..
- Choose Advanced Analyzer from the list presented and choose Next.
- If you are a TD AMERITRADE client, enter your Account Number and Pin and click the Verify Subscription button to validate any discounts you may be eligible. Once the subscription has been verified, press the OK button and press Next to continue.
- Choose the subscription terms you are wishing to subscribe. Press the More Information for details of each subscription. Press Next once you have selected the subscription.
- Enter your billing information into each of the required fields and press Next.
- Create your username and password by entering the required fields and press next.
- Press the Submit Registration Information button.
- Once the subscription is confirmed, press Ok then Finish.
TD AMERITRADE, Division of TD AMERITRADE, Inc., member NASD/SIPC. TD AMERITRADE is a registered service mark of TD AMERITRADE IP Company, Inc. Copyright 2002 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission.
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Q: When I try to update I’m told that Advanced Analyzer can’t verify my account information. How do I get into the application?
A: To update you will need to create an account. The first time you open the application, the registration wizard walks you through the account set-up process. Please fill out the form and follow the instructions. However, if you have already created your account, please use the following steps below: Select the "Tools | Preferences" menu option, and press the "account" tab in the "Preferences" dialog box. Click Change/Create…account, so that you can access the registration wizard. Follow the prompts until you get to the account information page. Select 'I have registered before' and click Next. You will then enter your username, password, and click 'Retrieve' to retrieve your information. After it is retrieved, click 'Finished'. You should now be able to update your data to the most recent available.
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Q: When I open Advanced Analyzer it asks me for my password. How do I get in?
A: Advanced Analyzer includes a feature to password protect the application. If this feature is enabled, you will need to enter your password to access the application.
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Q: I use Advanced Analyzer at work and we have a firewall. How do
I update?
or
Q: I tried to update and I’m told that I need to establish an Internet
connection.
A: If you are going through a proxy server or firewall you will need
to enter this information in Advanced Analyzer. To do this, please select
the Tools | Preferences menu and press the Internet tab in the Preferences
dialog box. Enter the appropriate information and press the apply button.
You may need to consult your IS department for this information.
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Q: How do I register for an account?
A: To register for the Advanced Analyzer data account, please go to Advanced Analyzer's homepage at and click 'Download Now'. Follow the prompts to download and install the application. After restarting your computer, connect to the Internet, double-click on the Advanced Analyzer icon on your desktop, complete the Registration wizard to create your account, and click 'Finished'. Finally, click 'Work Online' and 'Help/Easy Steps' for an overview of the application and instructions on updating your data. This will provide you with a 30-day trial to the market data.
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Q: How long does it typically take to download data at the end of the day?
A: This depends on how many stocks you have in your Watch Lists and how fast your Internet connection is. Most people have less than 300 stocks in their watch list and update their data in under 10 minutes.
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Q: Do you have a version of Advanced Analyzer for any operating system besides Windows?
A: Unfortunately, we do not currently have a Advanced Analyzer version for use with operating systems other than Windows. At this time, we do not plan on creating one that is compatible with Macintosh, IBM OS/2, Linux, or DOS.
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Q: Why can't I get past the Proxy page when registering my account? I am using AOL/CompuServe.
A: Some AOL/CompuServe customers get the message "the connection to the server could not be established" when going through the registration wizard after clicking next on the proxy page. This issue is currently being looked into for possible patches to help the compatibility between AOL and Advanced Analyzer. However, many customers are able to bypass this issue by disconnecting from their ISP and reconnecting, or connecting during off-peak hours to get a better connection. If you still cannot connect after doing these steps, please e-mail technical support for assistance.
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Q: Why can't I get past the Proxy page when registering my account? I am using AOL/CompuServe.
A: Some AOL/CompuServe customers get the message "the connection to the server could not be established" when going through the registration wizard after clicking next on the proxy page. This issue is currently being looked into for possible patches to help the compatibility between AOL and Advanced Analyzer. However, many customers are able to bypass this issue by disconnecting from their ISP and reconnecting, or connecting during off-peak hours to get a better connection. If you still cannot connect, install the latest version of AOL and attempt to register again. After doing these steps, please e-mail technical support for assistance.
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Q: Can I use Netscape Navigator as my default browser?
A: You can use Netscape Navigator to download the application, and use some functions in Advanced Analyzer. However, we recommend that you have Internet Explorer 4.0 or higher, configured to connect to the Internet on your computer, so that you can access other websites within Advanced Analyzer when using the "Research" feature. If you do not have Explorer configured to connect to the Internet, you will need to manually enter your Proxy settings (if you have a Proxy) during registration. In addition, if you attempt to use the "Research" feature of Advanced Analyzer, you will receive error messages because the program is trying to locate and use Explorer. You do not need to make Explorer your default browser, but having it configured will minimize difficulties with the program.
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Q: I can't see the 'Next' button on the bottom of the Registration Wizard. How can I get past this screen?
A: Usually, if you cannot see the next button on the Registration Wizard, then you have your Windows settings set too large. Go to Start/Settings/Control Panel and double click the Display icon. Then, click on the Settings tab and review your Desktop Area settings. If you have your settings lower than 800 x 600, then your windows will appear too large. Adjust the setting to at least 800 x 600, but we recommend 1024 x 768. In addition, be sure that you have Small Fonts selected, instead of large fonts. After making the changes, you can click 'Ok' and you may be prompted to restart your computer. This should allow you to begin the Registration Wizard again, and see the 'Next' button.
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Charting
Q: What do the green, red, yellow and blue arrows mean on the charts?
A: These are associated with the moving averages. The up arrows indicate
that the closing price of the stock has crossed up through a moving average.
The down arrows indicate that the price crossed down through a moving
average. Press the chart option on the left side of the charts to view
the chart options dialog. To see which moving average is associated with
which set of arrows you can check or uncheck the MA(1) and MA(2) check
boxes and press the chart button. Green up and Red down arrows are price
crossover indicators for MA(1). Yellow up and Blue down arrows are price
crossover indicators for MA(2).
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Q: When I open Advanced Analyzer, no charts are displayed.
A: There are a few things that can cause this. Please select the view | pane portfolio menu option to open the Portfolio pane in the left pane of the application. Open one of the watch lists and double click on any of the stock icons that don’t have a red circle with a slash through it. If the chart doesn’t appear, make sure there is a time period in the period combo box on the left side of the charts. If this doesn’t work make sure you have updated and restarted the computer since you installed.
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Q: The indicators disappeared from my charts when they are still checked in the chart options dialog box.
A: In the chart options dialog box press the chart button to make sure the latest changes have been applied to the charts. If this doesn’t work, exit the program and re-enter again. The indicators should now appear.
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Q: I opened a chart for a stock that split a few days ago. How do I make the charts adjust for the split?
A: After a stock splits, it is sometimes necessary to right-click on
the chart and select reload chart from the popup menu. If the chart doesn’t
adjust, please let us know so we can make the correction in our data
feed.
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Screening / Alerts
Q: My friend sent a screen to me in an e-mail. I double clicked it and was told that it was an invalid program. How to I use the screen?
A: First save the file to your hard drive. Select the Advanced Screening pane and right-click on the screening folder and select import screen from the popup menu. This will open a dialog box that will allow you to browse for the screen you were sent.
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Q: How do I use Big Screening to create a screen?
A: Please select the Advanced Screening pane and right-click on the
globe icon and select "new folder/screen" from the popup menu.
From the "new" dialog box, enter the name of the screen, select
'screen' and press 'OK'. From the screening criteria dialog box press
the add button.
From the "add to screen" dialog box, you can create your custom
screens. You will be presented with a series of combo boxes. To create
the screen you will need to enter information in the boxes starting from
the top left and working to the bottom right. Click on the arrow on the
right side of the boxes to show a list of available options. Press the "+" icon
in the list to reveal sub lists. Select the criteria, and then move on
to the next box. When the screen is completed press "add to screen" You
can repeat this process to create a compound screen. Not all boxes need
to include information for the screen criteria to be complete. You don’t
need to including information in the boxes after the “and” unless
you want to combine screening parameters.
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Q: How do I screen for stocks that are channeling?
A: This can be done by screening for stocks where the Strength-Meter is equal to yellow. When a stock has a Strength-Meter rating of yellow, this means that the stock has remained within a +/- 9% tolerance for the most recent three weeks. This can be used with the MACD and Strength-Meter Analysis to find the channeling periodicity.
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Q: Do screens only look for stocks in my portfolio?
A: The screens screen against all stocks in our data feed (Nasdaq, NYSE and AMEX). You can screen specifically for stocks in your portfolio by using the Alerts.
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Q: Why won’t the alerts show all stocks in my portfolio?
A: The Alerts are supposed to allow you to screen for all stocks in your portfolios. However if you have always worked in the online mode it may only apply alerts to stocks for which you have viewed charts. To fix this you can do an off-line update. This will allow you to download all charts for stocks in your watch list.
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Q: Why doesn’t checking the “all stocks” check box in the Alerts pane allow all stocks to be screened for in the Alerts report?
A: Checking the 'all stocks' box, means that all stocks in the watch lists will be checked for Alerts, not all stocks in the Advanced Analyzer data feed.
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Q: When I screen for stocks I only see about 400 results, and I only see symbols up to those beginning with the letter P. Where are the rest of them?
A: The Technical Indicators pane in the Screening view limits screening results to the first (alphabetically) 400 stocks. If you're getting more than 400 stocks (or if you're not seeing the symbols near the end of the alphabet being represented) you should narrow the scope of your screens.
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Portfolio / Holdings
Q: My friend sent a watch list to me in an e-mail. I double clicked it and was told that it was an invalid program. How to I open the watch list?
A: First save the file to your hard drive. Select the "View/Portfolio" menu option to open the portfolio pane in the left pane of the application. Right click on a watch list at the top, and select Import Watch list. This will open a dialog box that will allow you to browse for the watch list you were sent.
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Q: One of the stocks in my holding portfolio has split. How do I adjust the position for the split?
A: You will need to delete the position and make and re-enter it as if the split had already happened. If you purchase the stock before a 2 for 1 split, you will need to re-enter the position as if you purchased twice as many shares as you actually purchased. The holding section of the future release is being designed to smoothly account for stock splits.
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Q: What is a slide show and how can I view it on my watch lists?
A: A slide show is a group of successive charts of your watch lists,
or stocks screened into the Indicators pane. When running a slide show,
you see a chart for the first symbol listed in the list, and a few seconds
later the next symbol is charted until the end is reached. In addition,
you can "Pause" or "Stop" the slideshow on a particular
chart you are viewing. In order to view a slide show of your watch list,
right click the name of your watch list, and select 'Slide Show'. In
addition, you can view a slideshow of stocks screened into the Indicator
pane. Just click on one of the symbols, and press CTRL-A on your keyboard
to highlight the list. Then, right click in the Indicators Pane and select
'Slide Show' to chart all of the stocks that are highlighted.
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Indicators / Quotes
Q: How do I change the columns at the bottom of Advanced Analyzer?
A: You can add columns to the indicators panel using column control.
To do this, right-click in the indicators pane at the bottom of Advanced
Analyzer, and select Column Control from the popup menu. From the column
control dialog box, you can use the ">>" to add selected
columns from the columns available to the columns selected lists. You
can use the "<<" button to remove them from the list.
In addition, you can select a column heading and click 'Up' or 'Down'
to change the order of the columns. You can edit or create columns groups
in the saved columns view on the left side of the dialog box. When your
finished, press ok and the columns will appear.
Optionally, you can select the view | column control menu option to view
the column control dialog box.
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Q: How do I get streaming quotes?
A: To enable your delayed streaming quotes select the Tools | Preferences menu option, and press the data tab in the Preferences dialog box. Check the streaming quotes check box and set the refresh rate to at least 15 seconds and then press the apply button. The Streaming Quotes are displayed in the quotes pane at the bottom of the application. The following columns are continually updated: Last, Change, Change %, Bid, and Ask. If this doesn’t work you may need to raise the refresh rate to 20 seconds.
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Q: I can see that there is a bottom window, but it is cut off. How do I open it wider?
or
Q: I run a screen and nothing happens. Where are the results displayed?
A: The indicators pane at the bottom of the application is used for displaying the results of screens and the technical indicators for stocks. This can sometimes be pushed down to where it can’t be seen. To open it up, click on the divider below the charts and above indicators pane and drag up while holding the mouse button down.
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Q: Some stocks have a DTA Bull and a DTA Bear rating at the same time. Is this a bug?
A: It is possible for a stock to have a STA Bull and a STA Bear rating at the same time. The STA (Short Term Average) shows what percentage of the time a stock increases or decreases intra-day more than a given price or percentage over the last month. If a stock has gone up more than 2.5% intra-day from the open 80% of the time over the last month it will have a STA 2.5% Bull rating. Likewise, if it has gone down more than 2.5% intra-day form the open 80% of the time over the last month it will have a STA 2.5% Bear rating. Both of these things can happen with a very volatile stock.
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Q: What do the different stock symbols represent in the Technical Indicators area?
A: Blue colored symbols represent stocks that have derivative options based on the underlying stock. Green ones do not. However, the Chicago Board of Exchange adds new options all the time so you will find green colored symbols that are actually optionable.
The best way to check if a stock is optionable is to display the stock's chart, right click in the chart and choose Option Quote from the shortcut menu. This will take you to the Research view and directly to the CBOE Web site bringing up quotes and option chains for the stock--if it is optionable.
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Miscellaneous
Q: How do I make Advanced Analyzer compatible with Vista?
A:
- Open Internet Explorer 7. Select Tools in the upper right of the window. Choose Internet Options.
- In the Internet Options window, click the Security tab, click Trusted Sites, then click the button labeled Sites.
- In the Trusted Sites window, uncheck the box labeled Require server verification (https for all sites in this zone), then type "*.advancedanalyzer.com" in the field labeled Add this website to the zone. Click Add. Once the URL appears in the Websites field, click Close.
- Now click the Privacy tab. The slider should be set to Medium, if it is not, click Default. Click the Sites button.
- In the Per Site Privacy Actions window, enter "advancedanalyzer.com" in the field labeled Address of website. Click Allow. Once the URL appears in the Managed websites field, click OK. You will be taken back to the main Internet Options page.
- On the main Internet Options page, click OK.
- Close Internet Explorer and right click the Advanced Analyzer icon. Choose Run as administrator.
- Once Advanced Analyzer opens, you should then close it and re-launch the program normally before real time access is allowed. From this point on Advanced Analyzer can be opened as a normal program by double clicking the icon, selecting it from the Start menu, etc. The Run as administrator option only needs to be run once.
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Q: What are the minimum system requirements to run Advanced Analyzer?
A:
- 100% IBM Compatible PC - (DOES NOT SUPPORT MAC OS)
- Windows OS (98/ME/NT/2000/XP)
- 32MB RAM
- 15MB Free Disc Space
- 256 Color (16 bit recommended)
- 800X600 Screen Resolution
- Internet Explorer 4.0 or higher
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Q: I’ve downloaded Advanced Analyzer, now what do I do?
A: After activating your account, select "Work Online". Then,
we recommend that you click on "Help/Easy Steps" to become
familiar with the application, as well as understand how to update your
data.
If you ever need to modify the login information you have entered, please
select the "Tools | Preferences" menu option, and press the "account" tab
in the "Preferences" dialog box. Enter your login information
using the correct upper or lowercase letters. Remember to press the apply
button before the ok button. Pressing the enter key will press the cancel
button which will remove any changes.
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Q: I use Advanced Analyzer on two computers. How do I transfer the screens, watch lists, holdings and alerts that I created on one computer to the second computer?
A: To transfer your files, please select the File | Archive menu option to archive your files. Select the Tools | Preferences menu option and press the archive tab in the Preferences dialog box to see where these files are archived to. Copy these files from this directory on your first computer to the same directory on your second computer. From your second computer select the File | Restore Archive menu option.
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Q: I’m new to Advanced Analyzer and am a little lost. Can you explain the basics of how it works?
A: To get started, select "Help/Easy Steps" to view the steps to becoming familiar with the application. After viewing these steps, you will click the 'Update' icon in the upper left corner of the application, in order to update your data. Next, select Basic Screening tab to view different screening algorithms.
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Q: How do I back up my data?
A: To back up your data, select the File | Archive menu option. To restore it, select the File | Restore Archive menu option. If you wish to change your default location where the archived files are stored, select the Tools | Preferences menu option and press the archive tab in the Preferences dialog. This file needs to be outside of the Ten Bagger or Ameritrade or TD AMERITRADE directory so that it doesn’t get erased if you need to re-install.
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Q: I played the user tip and I was unable to get audio. What am I doing wrong?
A: The first thing to check, is that you are able to get audio from other programs. It seems that the most common reason for this happening is that the volume or mute has been set for one of the volume controls. To make sure these settings are correct, right-click on the speaker icon in the task bar. Select open volume controls from the popup menu and make sure all of your volumes are up and not on mute.
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Q: Which kinds of stocks does Advanced Analyzer track? Or, Do you have Bulletin Board, Canadian, or other Foreign stocks in you data feed?
A: We track all common stocks on the AMEX, NASDAQ, and NYSE exchanges, except for Options, Mutual Funds, Bulletin Board/Pink Sheets, Preferred Stocks, and Canadian/Foreign Securities. We are looking into adding Bulletin Board/Pink Sheets, Mutual Funds, Options, as well as other Markets, such as Canadian/Foreign in the near future. Please keep checking the website for further information on these additions.
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Q: The bottom part of the Basic Screening pane is cut off and I don’t have a vertical scrollbar to view the bottom portion of the pane, why?
A: This may occur if your monitor is at 600 X 800 resolution or less. To reveal the scrollbar you can drag the divider between the Basic Screening pane and the Charting pane to the left until it overlaps the buttons in the Basic Screening pane. This will force a vertical scrollbar to appear that will allow access to the bottom portion of Basic Screening.
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Q: How do I know what version of the product I am using?
A: To find your product version, choose "About Advanced Analyzer" from the Help menu. The version number is on the top of the About box.
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Q: How do I unsubscribe from the mailing lists?
A: In order to unsubscribe from our mailing lists, please click on the link provided in the e-mail communication that was sent to you. If you cannot click this link, or would like further assistance, please e-mail technical support with the username and e-mail address you would like to unsubscribe.
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Q: How can I change my password in Advanced Analyzer?
A: At this time, Advanced Analyzer does not currently support changing passwords on your account.