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Copyright Software Incubators 2000

StockBoss Interactive

For

Pagewriter 2000x/Timeport P930 Series

User’s Guide

Summary of Contents for Interactive

Page 1: ...Copyright Software Incubators 2000 StockBoss Interactive For Pagewriter 2000x Timeport P930 Series User s Guide ...

Page 2: ...Subscription Plan 4 1 3 Overview 4 2 Installation 5 3 Enter Account Information 5 4 Main Screen 6 5 Quote Portfolio 7 6 Edit Portfolios 8 7 Request Stock Quotes 10 8 Request Other Market Data 11 9 Setting Preferences 12 10 Charts 14 11 Sending Feedback 16 12 Requesting Subscription 16 13 StockBoss Folder 19 14 P935 Compatibility 19 15 Troubleshooting Guide 20 ...

Page 3: ...cubators Inc reserves the right to revise the software services and documentation at any time without obligation to notify any party of such revisions You may not reverse assemble de compile reverse engineer or otherwise attempt to derive source code or the underlying ideas algorithms structure or organization from the attached software Copyrights laws and international copyright treaties and othe...

Page 4: ...k the version of PC Partner launch PC Partner then select Help in the main menu bar and then select About Partner 1 2 Subscription Plan When you first set up StockBoss on your PageWriter Timeport you will normally be given a two week free trial period After this trial period StockBoss services are offered to subscribers for a monthly subscription fee The current subscription fee structure can be f...

Page 5: ... directly from their pager without ever having to access the Internet This convenience allows complete freedom and customized use to meet the needs of the mobile investor 2 Installation Execute the install script sbia_pw exe and follow the instructions on each screen If you are upgrading from a prior version be sure to remove the older copy as instructed and reboot the pager IMPORTANT Be sure to R...

Page 6: ...st and last name StockBoss reserves the right to discontinue any account that does not contain a real name Each name cannot begin with a space The Company Phone and Home Email fields are optional The Home Email should be the address of a desktop email account DO NOT ENTER THE EMAIL OF THE PAGER at either an office or home StockBoss will send a copy of messages as well as a Welcome message with the...

Page 7: ...tocks to the portfolios stored on the pager If you do not yet have an account the pager will send information to the StockBoss server that will enable a new trial account The Go button will place a message in the Read module outbox folder which is addressed to the StockBoss servers Wait for the portfolio update message to be returned before proceeding If you are creating a new trial account you wi...

Page 8: ...ortfolio may hold up to 75 stocks To add or edit any of the four portfolios select the Edit Portfolio option Next select which portfolio to modify If there are no stocks listed in the selected portfolio the software will indicate that the portfolio is empty Tab to the menu bar and select the Add option to insert a new ticker into the portfolio ...

Page 9: ...entered and the Added status IN ORDER TO UPDATE THE SERVER THE SAVE OPTION MUST BE USED before returning to the main menu Each portfolio may hold up to 75 stocks or items at any given time However it is recommended that only 10 stocks at a time should be added between saves to ensure that the historical data returned is fully received this is dependent upon the pager carrier s message size limit S...

Page 10: ... delete the ticker again select the ticker tab to the menu bar and select the Delete option The status will revert to the blank added or changed status TO UPDATE THE SERVER after any additions changes or deletions select the Save menu button 7 Request Stock Quotes To request stock quotes on specific tickers rather than on the entire portfolio use the Quote Stock menu selection Enter a list of tick...

Page 11: ...eaders or the ticker symbol of a company To find the ticker symbol of a company or the company name of a ticker symbol use the Ticker Lookup option Enter ONE name or symbol per request If entering a name it is preferable to use only a portion of the full name Entering a partial company name will retrieve a broader list of results and companies The StockBoss server will attempt to find the partial ...

Page 12: ...s User preferences are set on two screens The following options are listed on the first screen Price Vol Alert Dest The price and volume alerts generated by the StockBoss server can be delivered to the pager only the Home Email only both or neither Off Alert Reset Following a price alert the thresholds are reset based on the percentage listed In this example an alert will be generated every time o...

Page 13: ...f it s average trading volume If set to Off then no volume alerts will be generated The second screen has the following parameters On this screen the user can specify the instructions on how and when they want to receive notifications and updates from StockBoss Update Time A portfolio update message is automatically generated by the server at the time Eastern US Time listed This field is used to s...

Page 14: ...ays the number of days worth of data in the upper left corner and the last date in the upper right corner The selection box in the middle is used to display the ticker symbol To change between tickers use the Nav button to select up or down through the list When the Nav button is used the charts will automatically update to the new ticker The keyboard may also be used to select a new ticker by hit...

Page 15: ...button The basic line chart can be changed to a candle chart and back using the Candle menu button Note the Range or Both option should be selected in the Update Detail preferences in order to receive the high and low prices necessary to create the candle view The charts will show up to 60 days of historical data Use to zoom bottom to switch between a 30 day and 60 day view ...

Page 16: ...ontact Customer Service screen can be used to direct a message to the StockBoss staff 12 Requesting Subscription Each user is granted a complimentary two week trial If you wish to continue service after the trial period or upgrade to full service during your trial you may convert your account using the Subscribe screens The subscription process is broken into 5 screens that allow for selection of ...

Page 17: ...utomatically renew and you will be charged the amount shown at the beginning of the next period The prices displayed indicate the selection of delayed or Real Time data Note the prices listed for real time data are for individual non professional users If you are uncertain of your status you should contact StockBoss using the Contact Customer Service menu option or view the definition of professio...

Page 18: ...rt User s Guide Page 18 of 20 The third screen requires you to enter the text I Agree to indicate your acceptance of the service terms and conditions listed at the web address shown The fourth screen prompts you to enter your address information ...

Page 19: ...w the list of messages If you wish to customize the alerts played when a StockBoss message arrives highlight the StockBoss folder from the Mailbox list then tab to the menubar and select the Custmize option DO NOT change the name of the folder or the routing routes but tab to the Next button to view the Set Alerts screen Here you may select different tones for each of the three alert modes You may...

Page 20: ...ssages to your unit If this hasn t happened within 10 minutes most likely the request message wasn t successfully sent from your PageWriter Timeport Check the Read application s Outbox to see if the last message has been sent look for the check mark next to the message If it has not been sent tab to the Menu bar and select the Resend button I didn t receive my intra day or end of day update Why no...

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