Online Stock Market Analysis
(of the S&P 500 Index)
User Manual
Menu
Parts
Figure 1: Parts
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Add/Remove Combo Box |
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Choose whether to add or remove stocks from Stock List
Area |
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Stock Group Combo Box |
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Choose which stock groups to list on the Selection Table |
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List Items Button |
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Press to list the selected stock group onto the Selection
Table |
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Selection Table |
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Displays selected stock group. Click on an item in the list to add/remove all stocks in
this group onto the Stock List Area |
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Date Fields |
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Enter stock market days within the range of time to
analyze the stocks in the Stock List Area. |
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Stock List Area |
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Displays selected stocks to analyze. |
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Go Button |
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Opens separate web page to analyze stocks shown in the
Stock List Area within the date range shown in the Date Fields |
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Test Button |
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Opens separate web page to analyze stocks using a text
input file. |
Prerequisites
Prerequisite 1
This program requires a Java enabled web browser using a
high speed Internet connection.
Supported web browsers include Firefox 2.0, Internet Explorer 6, and
Safari. Other browsers may work
as well. If the Go Button or the
Test Button is unresponsive, the web browser may need to allow Pop Ups in
order to proceed to the Stock Cluster web page. |
Prerequisite 2
Java Runtime Edition Version 5.0 must be installed on the
computer and enabled in the web browser. To test if the web browser is Java ready, please go to the
Java download page: http://www.java.com/en/download/manual.jsp
and click ÒVerifyÓ. |
Prerequisite 3
The first time the program is used, it will display a
certificate of trust. Click
ÒTrustÓ (or ÒRunÓ) in order to use the program. |
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Instructions
Step 1
Choose a stock group from the Stock Group Combo Box. Groups may be: S&P 500, Industry
Group, Industry, Sub-Industry, Company, or Ticker.[i] |
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Step 2
Click on the List Items Button to display the member items
from the selected stock group onto the Selection Table. |
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Step 3
Click on a row of the Selection Table to add all of the
stocks in the selected stock group onto the Stock List Area. Repeat as desired to add more stocks
from other stock groups listed in the Selection Table. |
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Step 4
To remove any stocks, select ÒRemoveÓ from the Add/Remove
Combo Box and click on the desired stock group on the Selection Table. These stocks will be removed from the
Stock List Area. |
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Step 4 continued
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Step 5
Enter a beginning and ending date to analyze. The date must be in the format
DD-MMM-YYYY. The ÒfromÓ day must
be less than or equal to the ÒtoÓ day.
If the date entered falls on a weekend, it will roll back to the
Friday before the weekend. |
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Step 6
To analyze the selected stocks, click the Go Button. A new web browser window will open
with a Java Applet that will cluster the stocks by similar performance
patterns. *Note: In case of
difficulty opening the new window, make sure that the web browser allows Pop
Ups. |
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Step 7
Alternatively, to test the program with input from a text
file, click the Test Button. A
new web browser window will open that will give options for selecting an
input file. *Note: In case of
difficulty opening the new window, make sure that the web browser allows Pop
Ups. |
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Step 8
The new browser window will display the analysis
page. Follow the instructions in
the ÒosmaÓ manual. |
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Step 8 continued
The result is a scatterplot of stocks clustered according
to similar performance patterns.
See the instructions in the ÒosmaÓ manual for more information. |
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