Thomson Charts Getting Started Guide

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T H O M S O N F I N A N C I A L

Thomson Charts

Getting Started Guide

www.thomson.com/financial

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Notice

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Table of Contents

Learning the Basics .......................................................................................................................1Parts of a Chart ................................................................................................................................1

Series Styles ..............................................................................................................................2Moving a Series .........................................................................................................................3

Chart Settings Dialog box.................................................................................................................3Right-click Menus .............................................................................................................................4Toolbars............................................................................................................................................4 Keyboard Shortcuts ..........................................................................................................................5Creating a Basic Chart .....................................................................................................................6Making Changes to Your Chart.....................................................................................................7Changing Time Range and Update Frequency................................................................................7

Using Time/Frequency Hotkeys.................................................................................................8Editing Hotkey Values in Thomson Charts ................................................................................8Frequency Buttons...................................................................................................................9

Changing Series Color and Style .....................................................................................................9Sending Symbols to All Open Charts .............................................................................................10Chart Data .....................................................................................................................................11Zooming In and Out........................................................................................................................11Underlying Data..............................................................................................................................11Spreadsheet View....................................................................................................................12

DataScan Window ...................................................................................................................12


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Adding Indicators and Draw Tools .............................................................................................13Indicators ........................................................................................................................................13Draw Tools .....................................................................................................................................14Text Tool.........................................................................................................................................14Deleting Draw Tool Objects..........................................................................................................14Managing Charts ..........................................................................................................................15Opening, Saving, and Closing Charts ............................................................................................15Opening Charts on Start-up............................................................................................................15Index ..............................................................................................................................................17


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1Learning the BasicsThomson Charts makes it easy to create, modify and customize charts.

The key to navigating and working in Thomson Charts is using the double-click and

right-click menus:

Double-click on any part of the chart you want to edit.

Right-click on any part of the chart to access the related menu and a list of

common tasks.

Parts of a Chart

The overall window in Thomson Charts displays a chart, which can contain one or

more panes. Panes are separated by thick lines, called splitters. You can resize a

pane by moving splitters.

Each pane may contain one or more series(the data for an instrument), indicator orfundamental plotted with a line, bar, histogram or candlestick(see "Series Styles"

on page 2).

You can display only one chart at a time, but you can open multiple charts and access

each chart through the Tab bar, or by pressing PAGE UP and PAGE DOWN.

Copyright Thomson Financial 2008Confidential Information of Thomson Financial

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Learning the Basics Thomson Charts Getting Started Guide

Each series also has a legendwhich shows you the current value on that series.

Series Styles

You can select how you want pricing data to plot on your chart:

Line displays closing prices connected by a line.

Bars (H,L,C) displays the high, low, and close connected by vertical lines.Close or last price is indicated by a horizontal mark to the right.

Bars (O,H,L,C) displays the high, low, and close connected by vertical lines.Close or last price is indicated by a horizontal mark to the right. Opening price

is indicated by a horizontal mark to the left.

Candlesticks displays high, low, opening price, closing price, and pricemovement. A hollow candlestick indicates a higher close than open, while a

filled candlestick indicates a lower close than open.


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Moving a Series

You can move a series to another pane or to either side of a pane, if there are scales

on both axes.

To move a series to a different pane Click directly on a series or its legend, drag to the desired pane, and release.

Chart Settings Dialog box

The Chart Settings dialog box is the main tool for working with charts. In the Chart

Settings dialog box, you can modify the current chart and establish defaults.

You can modify background and series colors, series style, gridlines, frequency,

legend content, and other chart options by double-clicking the part of the chart you

want to modify. The Chart Settings dialog box opens up to the correct tab, based on

the part of the chart you clicked.

To access the Chart Settings dialog box

Double-click on an empty part of the chart (keyboard shortcut: CTRL + Shift + C).

Note: Select the Save these settings as defaults check box in each tab to

apply your changes to all new charts.


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Right-click Menus

Many Thomson Charts features and commands are available on the right-click menu.

Depending on where you right-click, different options are available on the right-click

menu.

Toolbars

The toolbars in the display give you access to frequently used features and

commands. Hover your mouse pointer over a toolbar icon for a description.

Main toolbar

Analysis toolbar

Input bar


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Status bar

Tab bar

To display/hide toolbars

1. Right-click the chart toolbar and click the toolbar you want to display/hide.Displayed toolbars have a check mark next to them.

2. Select a toolbar to hide/display.

To resize toolbars

Click and drag the raised vertical edge of the toolbar.

Thomson Charts automatically saves the new positions of resized toolbars.

Note: Click to view all options on truncated toolbars.

Keyboard Shortcuts

Below is a list of all keyboard shortcuts in Thomson Charts. Thomson Charts also has

Hotkeys, which let you quickly change the time frequency and range of a chart.

Keys to Press Resulting Action

CTRL + SHIFT + C Opens the Chart Settings dialog box

CTRL + SHIFT + B Opens the Custom Indicator builder

CTRL + SHIFT + K Opens the Hot Key Settings dialog box

CTRL + SHIFT + O Opens a saved chart

CTRL + SHIFT + X Closes the currently active chart

CTRL + SHIFT + S Saves the currently active chart

CTRL + SHIFT + N Opens the New Basic Chart dialog box

CTRL + SHIFT + E Exports chart data to Excel

CTRL + SHIFT + T Toggles from chart to spreadsheet view and

vice-versa


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Creating a Basic Chart

When you create a Basic chart, you can choose the series style and frequency in the

New Chart dialog box.

To create a basic chart

1. Click (keyboard shortcut: CTRL + Shift + N).

2. In the Symbol box, type a symbol. Separate additional symbols with

semicolons.

3. From the series type drop-down, select Bars, Candlesticks, or Line.

4. Select a frequency and display range from the drop-downs.

5. Click OK.

Note: After you create your chart, you can change settings using the Chart Settings

dialog box(on page 3).


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2Making Changes to Your ChartOnce you have created a chart, you can make changes by double-clicking on the part

of the chart you want to change.

Changing Time Range and Update FrequencyYou can quickly change both the frequency and time range of price data, extend price

data beyond the visible range of the chart, and eliminate weekday holidays from your

daily charts.

Note: By default, weekday holidays display as a blank space in a price series.

To change the frequency or range for a chart

1. Double-click the X-axis.

2. In the X-axis tab of the Charts Setting dialog box, select a frequency and

range.

Note: To extend charted data beyond the visible range of the chart, select

Get additional data, and scroll to hidden data points using Ctrl + right

arrow and Ctrl + left arrow.

3. To eliminate weekday holidays on daily charts, select the check box in the

Other Settings area.

4. To make these changes the X axis defaults for all new charts, select the

check box.

5. Click OK.


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Making Changes to Your Chart Thomson Charts Getting Started Guide

Using Time/Frequency Hotkeys

Hotkeys are keyboard shortcuts that let you quickly alter the frequency and range of

the currently open chart. For example, pressing CTRL+8 changes the currently open

chart to a three-year view of weekly data.

To change time and frequency with hotkeys

Press CTRL and a value ranging from 0 to 9.

Default settings for Hotkeys

Key Frequency Time Range

Ctrl+0 Tick 180 periods

Ctrl+1 1 minute 130 periods

Ctrl+2 5 minutes 130 periods

Ctrl+3 5 minutes today

Ctrl+4 15 minutes 5 days

Ctrl+5 30 minutes 10 days

Ctrl+6 daily 6 months

Ctrl+7 daily 12 months

Ctrl+8 weekly 3 years

Ctrl+9 monthly 10 years

Editing Hotkey Values in Thomson Charts

You can set hotkeys to work without the CTRL key, so that pressing a numberkey by

itself applies a frequency/range combination. You can also choose to deactivate

hotkeys entirely with the Hotkey Editor.

You can edit default hotkey settings only in Thomson Charts Advanced.


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To edit default hotkey values

1. Right-click within a pane, but not directly on a series, and choose Hot Key

Editor (keyboard shortcut: CTRL + Shift + K).

2. From the list, select the hotkey you want to modify and click Edit.

3. Make changes and click OK.

4. Click OK.

Frequency Buttons

You can quickly switch between a daily, weekly, and monthly view using the Analysis

toolbar or by using the time/frequency hotkeys.

Changing Series Color and Style

In the Bar Style tab, you can change the color and settings for a series. The Bar Style

tab is in the Chart Settings dialog box.

To change series color and style

1. Double-click on a series to access the Chart Settings dialog box.

2. In the Bar Style tab, select the symbol series you want to change.

3. From the Chart Type drop-down, select a series type.

4. From the drop-down, select a primary series color, or click the Palette

button for more color choices.

5. To make these changes the default for all new charts, check the Save These

Settings as Defaults check box.

6. To preview your changes, click Apply.

7. Click OK.


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Sending Symbols to All Open Charts

You can set Thomson Charts so that symbols entered in one chart are automatically

populate all the open chart tabs of that instance of Thomson Charts.

To send a symbol to all open charts

1. Right-click within a pane, but not directly on a series, and point to File.

2. Click Open on startup.

3. In the Pre-load Chart Files dialog box, select the Send symbol to all open

tabs check box.

4. Click OK.


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3Chart DataThomson Charts offers sophisticated tools for viewing chart data.

Zooming In and Out

The zoom feature lets you look at a series more closely. When you zoom in on a

chart, a horizontal scrollbar appears at the bottom of the chart, allowing you to scroll

left or right.

You can also scroll left or right by pressing CTRL> or CTRL


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Chart Data Thomson Charts Getting Started Guide

Spreadsheet View

To switch to spreadsheet view

1. On the Analysis toolbar, click .

2. To return to chart view, click .

To export chart data to Excel

Click (keyboard shortcut: CTRL + E).

DataScan Window

The DataScan window displays the values for all price and indicator series on the

chart. When you are viewing a date range, the DataScan window also shows you

percent change for the selected range and percent change compared to a benchmark.

Date Rangeview opens the DataScan Window with data for two dates and two

vertical lines that you can move, from side to side to select a date range.

The window displays percent change in price between the two selected dates relative

to a benchmark for the same time period.

To display the DataScan window

1. Click within a pane, but not directly on a series or a drawn object, and drag

until a crosshair appears.

The DataScan window appears in the lower left corner.

2. Drag the crosshair to a point on the chart to view data.

The DataScan window closes when you release the mouse.

To display the DataScan window and keep it open

1. Right-click within a pane, but not directly on a series or drawn object, and

point to DataScan window.

2. Click Single date view or Date range view.


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4Adding Indicators and Draw Tools

Indicators

You can quickly add common indicators from the Indicator drop-down on the Analysis

toolbar.

Or, on the main right-click menu, you can select from a complete list of technical

indicators, modify parameters, and set defaults.

Once you create an indicator, you can easily move it to a different pane or adjust

other settings.

To move an indicator to another pane

Drag and drop the indicator to the desired pane.

To adjust indicator settings

Double-click directly on the indicator, or click .


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Adding Indicators and Draw Tools Thomson Charts Getting Started Guide

Draw Tools

The most commonly used draw tools appear on the Analysis toolbar drop-down. The

main right-click menu gives you access to all drawing tools.

Text Tool

With the Text tool on the Draw Tool menu, you can type explanatory text anywhere on

a chart. The text box expands as you type.

To add text to a chart

1. On the Draw Tool menu, select the text tool, and click on the chart.

2. Type the text you want to add in the text box.

3. To create a new line of text, press CTRL+ENTER.

4. When finished adding text, click outside the text field.

To modify text

Double-click in the text box, and click Text Settings.

Deleting Draw Tool Objects

The Eraser tool on the Analysis toolbar deletes all your draw tool objects and addedtext.

To delete a single drawing tool object

Right-click on the drawing tool object, and click Delete.

To delete all lines and shapes

Click .


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5Managing ChartsYou can save charts and select specific charts to open when you start Thomson ONE.

Opening, Saving, and Closing Charts

To save a chart

Click (keyboard shortcut: CTRL + Shift + S).

Note: Charts are saved with the UCH extension.

To open a previously saved chart

1. Click (keyboard shortcut: CTRL + Shift + O).

2. Select the chart you want to open.

3. Click Open.

To close a chart

Click (keyboard shortcut: CTRL + Shift + C).

Opening Charts on Start-up

You can select specific charts to open when you start Thomson ONE. The default

setting opens the last chart viewed.


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Managing Charts Thomson Charts Getting Started Guide

To open specific charts when you start

1. Right-click within a pane, but not directly on a series, point to File, and click

Open on start-up.

2. Next to On Start-Up, select Load Charts from the Last Session or Load

Specific Saved Charts.

3. If you selected Load Specific Saved Charts, click the Add button, select a

chart from the Add Chart dialog, and click Open. Repeat to add additional

saved charts.

4. Click OK.


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Index

AAdding Indicators and Draw Tools 13

CChanging Series Color and Style 9Changing Time Range and Update Frequency 7Chart Data 11Chart Settings Dialog box 3, 6Creating a Basic Chart 6

DDataScan Window 12Deleting Draw Tool Objects 14

Draw Tools 14

EEditing Hotkey Values in Thomson Charts 8

FFrequency Buttons 9

IIndicators 13

KKeyboard Shortcuts 5

LLearning the Basics 1

MMaking Changes to Your Chart 7Managing Charts 15Moving a Series 3

OOpening Charts on Start-up 15Opening, Saving, and Closing Charts 15

PParts of a Chart 1

RRight-click Menus 4

SSending Symbols to All Open Charts 10Series Styles 1, 2Spreadsheet View 12

TText Tool 14Toolbars 4

UUnderlying Data 11Using Time/Frequency Hotkeys 8

ZZooming In and Out 11


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Thomson Charts Getting Started Guide

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