SpiffyCharts Overview

There are four main sections in SpiffyCharts. 

Data Collection and maintenance 

Charting and Technical Analysis 

Backtesting and Optimization 

Trading Support 


Data Collection and Maintenance
There are facilities in SpiffyCharts to connect with and to collect data from a number of data vendors and free sources of data.

The connection and download requires that you have an account with the commercial data services, but note that there are trial arrangements available for each service.
All of the required communication and Email routines are built into SpiffyCharts.

We may change data services from time-to-time depending on how many SpiffyChart customers use the services. SpiffyCharts will periodically check with our web site. If there is an impending change in the data service you are using you will be warned long before the service is terminated. When a new version of SpiffyCharts is posted to our web site you will be informed.

We expect to add other data vendors to our list. When this happens we will post a new version of SpiffyCharts with the required communication routines. We welcome your suggestions concerning potential data vendors.

When you download daily update data SpiffyCharts will append the data to each data file or if necessary will create a new data file. When you download historical data SpiffyCharts will use that data to either create a new file or to modify an existing file by filling in gaps before, in or after the existing data and then to overwrite old data for the those days on which both files have data so that errors can be corrected.

You can also edit data files, merge files and export files as ascii text.

Charting and Technical Analysis
We use the term "chart" a bit loosely as the chart has an attached worksheet which displays your data and all your derived data. You can vary the ratio of space for the data and chart. Choose your favorite from the "Charts" menu, select the data file and immediately any calculations are made and the chart drawn. You can add studies using a selection dialog. Choose your indicator, determine whether or not to plot it, hit OK and there it is. Easy! Say "Save" and the new study becomes a part of that plot until you delete it.

You can define and save any number of plots.

If you see a new indicator in a trade magazine you can write it as a user function using our built-in programming language.

You can open as many charts as you wish and you can print them or copy them to another program.

Backtesting and Optimizing

Each Trading Model has its own trading rules which you can enter and edit at any time. Three model variables can be set and/or varied over a range you set. Trading reults are shown graphically and are listed in the Trade Results window. You may optimize with single securities or portfolios of securities. Optimizer results are shown graphically. 

Trading rules can control position size thus allowing you to test money management strategies.

Backtesting can utilize any number of Model/Security List combinations.

Trading Support
There is a database system in SpiffyCharts which will display a listing of all currently active issues.
You can set up individual database "portfolios" to track any number of portfolios. These individual portfolios can maintain information on shares purchased and their prices.
The total portfolio value and current net value is then indicated.

You can scan any profolio with any of your trading models. Scanner output will indicate current indicated trading position and indicated action for tomorrow's trades.

A Macro capability allows automation of routine actions such as downloadind data, updating and printing charts and scanning one or more List/Model combinations.

SpiffyCharts Future
SpiffyCharts is for use with daily data. No realtime version is planned.
Future plans include additional worksheet functions and additional data vendors.
Other features may be added if there is enough interest.