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Can I view real-time dynamic quotes through Market-Q? 

Yes, they are available directly from Market-Q. Watch our tutorial on how to get detailed quotes and set up alerts to find out how to view quotes in real time, and discover all the tool's features.

In this video we will discuss and show you the Detailed Quotes, an alert section and how to create a virtual portfolio in Market-Q. Currently, we’re in the Watch List window and we already have a list of stock symbols.

We want to add a Detailed Quotes window that will allow you to display more details about the selected stock. How to add the Detailed Quotes window will depend on your Market-Q configuration. Depending on whether the application bar at the top of the page is configured as a list or category.

Here’s how to switch from one to another via the Tools menu, under Preferences then Appearance, via the Compressed or Expanded toolbar. Let’s choose the Expanded Toolbar. Note that depending on the size of your screen, you might see a small arrow on the far right side of the screen that displays the other choices available when you click on it.

In our case, everything fits. Now let’s go back to the smaller version which is more compact. When Market-Q is configured as Compressed, you can click on the arrow next to Watch List and a drop-down menu will appear with Detailed Quotes, which you can click on, but keep the left button of the mouse pressed, which allows you to place the window at the place of your choice by simply sliding the red frame to the desired spot.

As the name implies, the Detailed Quotes window displays the detailed information on a symbol, that is, information that is not important enough to add to the Watch List window but may be of interest occasionally. For example, knowing that the beta (β) of the security or the market capitalization of the security to the nearest second would probably not be relevant info to add in the columns of the Watch List window.

Market-Q provides you with a default list of information in the Detailed Quotes section, but you can customize it to your liking. To edit, place the mouse anywhere in the window and click the right mouse button and select Display Properties.

Here you can choose different background colours, change the font, display the gridlines, display long or short field names and even add or remove the graph. To change the description from short to long field names, go to Formatting and deselect the Show Short Field Names checkbox.

Next, to add or edit the chart or its location, choose the option you want under Header. For example, choose Standard to simplify the display and click on OK. Please note that the graph is now gone and that the abbreviated names have been replaced as well.

Be aware that you can easily move cells by simply dragging them elsewhere in the window with a mouse.

Then to add more fields in the Detailed Quotes window double-click on an empty cell and select the information you need from the drop-down menu. As you can see, lack of choices will not be an issue.

These hundreds of criteria can be viewed as a complete list or by categories via a right-click, choose Fields and then Customize. In addition to the complete list available directly in the cell, note that all these same choices are available as headers in the Watch List window as well.

Now let’s move on to alerts. I’ll show you 2 ways to set up alerts. First, you can simply click on the symbol of interest and select Alerts and then choose the type of alert such as Quote or News Alert. You can also display them by dragging the Alert heading like this from the application bar and placing the window.

The alert screen allows you to add, edit, reactivate, dismiss and delete an alert. For example, we can add an alert on the last price of the National Bank by entering its symbol and then choosing that criteria under Field. Also pay attention to whether your Market-Q is set up for the decimal point or comma.

We will return to this point later in the video. We can see here that our alarm has already been triggered. You can then edit it immediately by clicking on Edit. You can set up many conditions for triggering an alert in the Field drop-down menu such as volume or percentage change as an example.

The Alerts window allows you to monitor all activity related to an alert such as the symbol, the triggering criteria and the date and time it was set or triggered. You will also notice that a colour code is used to differentiate more easily the alerts triggered in the Watch List window.

You can also customize your alerts by adding sounds which can be very useful or by choosing colours. Click on Tools and then the Preference tab of the menu bar then select Alerts. Click on the Sound box and select from one of the many choices available.

Note here that Market-Q allows you to choose whether a click on Alerts integrates the window into your workspace as shown here or if it is added as a floating window above your workspace. To change this option for alerts and all other applications at the top of the page, click Tools, Preferences then choose Workspace.

Let’s click Always in a separate frame and then OK. This is how the Alert screen now appears. Note that you can always drag and drop as well. We will now discuss how to create a virtual portfolio with Market-Q. Before going any further, let’s just mention I’ll be talking to you in an upcoming video about the ability to display your actual and BDB portfolio directly in Market-Q without having to enter each position manually.

You will also discover how to trade directly in Market-Q. For this example, we will start by creating our own virtual portfolio and a new Watch List window. By clicking on the plus (+) sign and then Watch List icon showed here.

As an aside, the tabs seen here can be moved from the top to the bottom and vice-versa via Tools, Preference, Appearance and then Page tab location. Okay let’s go back to creating a portfolio. Now to create a new portfolio click on the gear icon and select Add a new symbol list.

The next step is to name it and then press OK. Make sure that the drop-down menu in the title bar says Watch List instead of Summary, Tax or Portfolio features. You can also format the space by right-clicking Display properties, Formatting and then choose Fit Table to Window Width in Watch List Mode.

You can also choose the default portfolio header. The next step is to start entering the stock symbols in the empty cells of your fictional portfolio as shown here. Once you’ve added all the positions, then we right-click on a symbol and select Edit Position or double-click on any box in the row that interests you, except the symbol box.

Here you can indicate the quantity of shares. Note that the selection is long by default. Use short only for short sales. Then there’s the mean price or unclick it and enter your average cost price possibly an exit price also under the exit section, the date and comments, and even specify the commission you paid.

You can always return to this screen by double-clicking on the appropriate line. Two important things to note. First Market-Q by default considers dividend income in the yield. If you want to exclude them, take Interest Account and enter the number zero.

Secondly, depending on the language of your computer you will have to use either the dot or the comma to mark the decimal point. An easy way to find out is if Market-Q shows the prices with a comma, then use the 7:1 comma in the position panel.

If it’s a point, use the point, very simple. If you want to add a total roll to your portfolio, right click and choose Display Properties, and then in the Text and Colors section, select Show Footer. As you will see, Show Footer is only available in Watch List mode and not in Summary mode.

Click on OK to display the total market value, gains, losses and the percentage yield calculated according to your parameters, with or without dividends that appears at the bottom of the screen as shown here. This concludes our Market-Q video. We invite you to watch other videos and to contact one of our representatives to start enjoying our Market-Q tool now.

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