TradeStation keeps raising their fees and have begun to transition to a full trading platform for active traders. I'm looking for a piece of charting software with an interface similar to TradeStation (workspaces, tabs, etc) but with a few features geared toward investors. 1) On quote lists, the ability to insert columns of fundamental data. Most software packages don't even have the depth that something like Yahoo Finance has. I'd like to be able to easily see a comparison of this data on a quote board type display. I'd also like a column that allows text to be entered for notes. 2) In-depth research of all fundamental data, SEC filings, news, balance sheets, income statements, etc. TradeStation does this in a browser window, which is fine. So far I've looked at eSignal, which provides barely any fundamental data and has a less desirable interface to TradeStation. Investor/RT had great fundamental data but the user interface is extremely confusing. The biggest annoyance was that chart windows do not automatically scale horizontally and the month/year labels disappear if you get too many periods/pixels. ProphetX had a great user interface and charting, but no fundamental data at all and no links to external sources. If anyone has any suggestions, please let me know.
You mentioned that ProphetX doesn't have any Fundamental data. However, that really isn't true. Although poorly formated, below is a dump of the fields that we have for MSFT for example. These fields can be added to a quote sheet, or Quote Board. Were there particular fields you were looking for that you were unable to find? In ProphetX, you can add/remove as many columns as you want (then save it as a default template), including custom notes or formula fields. There is also a tabbed interface, not only within the window, but within multiple "pages". We do have an embedded web browser that you can save as tabs in your workbooks so it will always open to the page/pages you want. You are correct that we don't currently have custom links in the product, but it is on the drawing board. Feel free to contact me directly and I would be happy to walk you through the product a bit more thoroughly to see if it would meet your needs. Code: Symbol: MSFT MICROSOFT CORP Last 24.3000 Open 24.1200 High 24.4001 Low 24.0300 Close --- Trade Date Time 08/02/06 16:00 Bid Date Time 08/02/06 16:56 Ask Date Time 08/02/06 17:39 Bid Ask Trade Date Time 08/02/06 17:39 Last Bid Ask 24.3300A Last Bid Ask Change 0.3400 Latest 24.3300 Recent Price 24.3000 Previous Price 23.9900 Open 2 --- Close 2 --- Settle --- Volume 46447011 Last Volume 100 Cumulative Volume 46461911 Open Interest 0 Bid Price 24.2800 Bid 1 24.3000 Bid 2 24.2800 Ask Price 24.3300 Ask 1 24.3100 Ask 2 24.3300 First 24.1200 Last 1 24.3100 Last 2 24.2900 Last 3 24.3100 Last 4 24.3000 Bid Size 1 Ask Size 1 Trade Count 64331 Trade Condition 0 Market Condition Regular Last Bate 1 Open Bate 0 High Bate 0 Low Bate 0 Close Bate 0 Open 2 Bate 0 Close 2 Bate 0 Direction 0 Fraction 4 Fraction Vendor 21 Fraction Display 255 SETTLE DATE --- Expiration Date --- Change 0.3100 TickNum 1022705667 Vendor DTN Market NASDAQ 52 Week High 28.3800 52 Week Low 21.4599 52 Week High Date 1/31/2006 52 Week Low Date 6/13/2006 EXCHANGE ID 274 IDN Source Number 0 Strike 0 DATABASE NUMBER 150995218 DB RECORD NUMBER 5620 QUOTE CONDITION 0 EXTENDED LAST 24.3000 EXTENDED LAST INDICATOR 25 QUOTE STATUS 1284 TRADE TIME 2:00 PM TRADE DATE 8/2/2006 TICK ARROWS 0 FIELD TYPE FOR ALL 10 CHANGE FIELD DEF 28 PROCESS CODE 0 LAST INDICATOR 25 MARKET CONDITION 0 STATUS IND 32 DB Security Type Number 1 Last Act Time 3:00 PM MARKET LAST TRADE 18 LAST SEQUENCE NUMBER 1488433 Trade Time HOS 81 VWAP 24.2539616 MARKET BEST BID 26 MARKET BEST ASK 26 BID TICK IND 25 P/E 20 XDIV INDICATOR 32 Market Center 24 Dividend Ex Date 8/15/2006 ANNUAL EST EPS 1.45 ANNUAL EPS 1.2 Beta 0.31 YIELD 0.015 Dividend 0 SIC CODE 7372 Shares Outstanding 10062000 Percent Held Institution 60.5 Average Volume 69566700 YTD HIGH 28.3800 YTD HIGH DATE 1/31/2006 YTD LOW 21.4599 YTD LOW DATE 6/13/2006 Current Qtr Dividend 0.0009 Assets 487.3699951 Liabilities 168.7700043 Debt --- Diluted EPS 28 Fiscal Year End 6/1/2006 EPS 3 Year Growth 12.71 EPS 5 Year Growth 11.94 Market Cap 2420920 Dividend Pay Date 9/14/2006 Dividend Rate --- Dividend Rec Date 8/17/2006 Last Split 2/18/2003 Previous Split 3/29/1999 Last Split Factor 0.5 Previous Split Factor 0.5 YEAR END CLOSE --- UPC INDICATOR 32 Fin Stat Ind 78 Naics NAICS 511210 PREVIOUS VOLUME 49223513 NAICS CODE 511210 Quote Delay 0 DB SECURITIES TYPE EQUITY MARKET CONDITION DESCRIPTION Regular Market Total Contract Cumulative Volume --- Total Contract Volume --- Total Contract Open Interest --- Total Contract Volume2 --- Total Contract Open Interest2 --- Ticker Symbol MSFT % Change 1.292205 Display Symbol MSFT Bid Ask Trade Date 8/2/2006 Bid Ask Trade Time 4:39 PM Ask Date 8/2/2006 Ask Time 4:39 PM Bid Date 8/2/2006 Bid Time 3:56 PM Trade Date 8/2/2006 Trade Time 3:00 PM Trading Hours: Mon 9:30 - Mon 15:59 * Tue 9:30 - Tue 15:59 * Wed 9:30 - Wed 15:59 * Thu 9:30 - Thu 15:59 * Fri 9:30 - Fri 15:59 *
KeyIG, in reference to Investor/RT, I assume you meant "vertical scaling" instead of horizontal scaling. And the trick to that....there's a little "A" or "M" in the upper right corner of each scale. A for automatic and M for manual. If the scale is in manual mode, just click on the M to return it to auto-scaling mode.