The Quote Sheet/Window is where one can list any and all symbols that they wish to follow. The Quote Sheet is very customizable which we will go into detail regarding. To open a Quote Sheet click on File - New - Quote Sheet or select Quotes from the Main Toolbar shown below.
The Quote Sheet/Window is where one can list any and all symbols that they wish to follow. The Quote Sheet is very customizable which we will go into detail regarding.
Click on any part of this graphic to show help information on it.
To watch a demo on how to use the Quote Sheet, click the Play button below:
The following columns can be sorted by clicking on any of the following
headings: Symbol,
Last, Open,
High, Low, Net, Volume, Bid,
Bid Size, Ask
or Ask Size.
When a
column is sorted you will see this 
next to the column that
is sorted.
The above columns can also be rearranged to any order desired by clicking on the column header, holding the left mouse button down and dragging the column to the desired location.
The Portfolios gives the ability to switch between multiple quote sheets at one time while only having one Quote Sheet open. To add a second portfolio, click the plus button to the left of the default portfolio or right click on Portfolio 1 (shown below). This will open a small window asking for a new name. Once a name is given click Ok. The second portfolio will now be added as a tab next to the default portfolio. You can switch between tabs by just clicking on their names. You can add as many Portfolios as you like. Only the symbols in the active tab will be updated and counted towards your total active symbols. To rename or delete a portfolio just right click on the desired portfolio and make your selection. Portfolio tabs can be moved in any order. To do this, Click and hold your left mouse button on the tab you want to move and then drag it to the new location. Once you have created all your portfolio tabs for each Quote sheet, remember to save the page to keep all of the settings, tabs, symbols and positions.
Drag and Drop: The Quote Sheet offers the ability to drag and drop symbols from one line to the next and from the Quote Sheet to a Chart. To drag a symbol from the Quote Sheet to another line within the Quote Sheet, another Quote Sheet or any chart just click with the left mouse button and hold it down while moving your cursor to the desired location for the symbol to be moved. When you are at the desired location release the left mouse button and the drag and drop will be complete.
Copy and Paste: You can move symbols or symbol lists from inside EduTrader windows, from any spreadsheet, word processor or text application. You can also copy and paste from other quoting applications right into EduTrader. From inside EduTrader you can copy symbols from the Trade Seeker scan results and paste them directly into a Quote sheet. To do this Select a group of symbols and then on your keyboard hold your control key (Ctrl) and hit your C key to copy the symbols. Then click on a row in a Quote Sheet and then hold your control key (Ctrl) again and hit the V key to paste the symbol list.
There are 3 ways to select symbols in the Trade seeker. First, you can just click on just one symbol and use the copy and paste keyboard commands. To select a group of symbols, you can click on the first symbol and then hold your Shift key and select the last symbol. This will select all symbols between the two clicks. You can also just select a few symbols that are not in order by holding the control key (Ctrl) down and then selecting the individual symbols that you want to copy.
Some applications give you an options to export a symbol list. To do this, first select the export option from that program. Make sure the file type is set to text. This is usually the default. Then save the exported list to the EduTrader import list folder location. To do this, navigate to the My Documents folder and then select the EduTrader User Files folder. Then select the Import List folder. Enter a unique filename and change the extension of the file to .LST. In this example the name is NewQuotes.LST
Symbol Lookup
To use the symbol lookup feature in the Quote Sheet, first right click on the row you want to insert the symbol. This will bring up the Quote Sheet menu. Select the Symbol lookup option.
Once you complete your search, select your result and then click ok, the new symbol will be added to the quote sheet row you right clicked on.
If you click it, a symbol lookup dialog box will display for that window.
To look up a symbol all you need to type is a few letters of the symbol you want to look up.
Click the Search button to display a list of symbols matching your request. You can select the new symbol by either double clicking on it in the list or by selecting it and clicking the OK button. Once you do this, the window you are working on will change to the new symbol.
You can also lookup a symbol by company name. Type in the beginning of the name and click the search button. The lookup will automatically display a list of all symbols that start with the name you entered. You can even lookup a partial name by typing as much information as you know into the dialog box and then selecting the Contains radio button. Then, click the search button to display a list of symbols that have your request in any part of the name.
Using
this option on the Quote Sheet, enables the Quote Sheet
to be taken out of the main program window. It then can be moved and resized
anywhere on the screen. When the Page
is saved the window(s) that are outside of the main program will be saved
in those locations as well.
This
is what will be shown when a window is currently being 'Floated' outside
of the main program window. To
return the window 'Floating' outside of the main window click on the Dock
button.
Clicking this option will drop down the color link window and link the current window with any other window that is using the same colored link.
The Default look of the Quote Sheet can be changed by loading or saving a new template through the Template menu.
The Template can be selected by right clicking on the Quote Sheet and selecting "Template", or by choosing the "Quote Sheet" tab from the menu bar and selecting "Template".
The easiest way to create your own template is to set up a Quote Sheet with all the columns that you want to view every time you pull up a new Quote Sheet. Then right click on the Quote Sheet and select one of the options in the template menu. If "Save As Default" is selected then every time a new Quote Sheet is opened it will look exactly like the one just made. This Quote Sheet can also be saved and loaded at a later time. To revert back to the original Quote Sheet select "Load Factory Default" from the Template menu. To view the available options please refer to the below image.
Positions: To enter position information in the Quote Sheet. Right click in the row that you want to add the position information. This will bring up the Position Window allowing you to customize the position information.
Once positions have been added to the Quote Sheet the Totals or Subtotals of these Positions can be easily calculated.
To add a Total or Subtotal to a Quote Sheet make sure there is an empty row either that is there or by right clicking and selecting "Insert Empty Row". From here Right click on the Empty Row and Select either "Insert Subtotal Row" or "Insert Total Row". Please refer to the following graphics for more information.
Right Click on the empty row Under the last quote and select "Insert Subtotal Row".
Right Click on the empty row Under the last quote and select "Insert Subtotal Row" and "Insert Total Row".
