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
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
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
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
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.