AlphaVisionT 2 0 QuickStartGuide

8/14/2019 AlphaVisionT 2 0 QuickStartGuide

1/8Modified 1/19/10 AV2.0.3v1536

fAqumin LLC | 7676 Woodway Drive | Suite 325 | Houston, Texas 77063

www.aqumin.com | [email protected] | +1.713.781.2121

Welcome to AlphaVision2.0.

Similar to video games, in AlphaVision you move about a 3D space. You zoom, pan, and rotate aroundany of the three axes.

AlphaVision then taps the ability of your minds eye to recognize data patterns, and makes it easy tonavigate to what stands out. Once there, you can access the wealth of data that powers the Landscape.

See Everything and Miss Nothing.

Installation & Startup

Activate your account and download the AlphaVision software using thelinks provided by Aqumin.

Run the downloaded (executable) file, and the AlphaVision Setup Wizardwill guide you through the installation.

Open AlphaVision by double-clicking on the desktop shortcut (or navigatingto Start-->All Programs-->Aqumin-->AlphaVision-->AlphaVision).

Enter your Aqumin Username and Password in the gold bars on the LoginScreen and click on the "Sign In" button. (Click on the appropriate link if you

don't have an Aqumin account or if you forgot your password.)

After software initialization and data retrieval, the AlphaVisionLandscapewill appear.

I N S I D E T H I S G U I D E

1 Installation & Startup

2 Intro to the AlphaVision

Landscape

3 Using the AlphaVision

Landscape

4 AlphaVision 2.0 Screen

Components

5 Additional Features

6 View and Project Files
http://www.aqumin.com/mailto:[email protected]:[email protected]://www.aqumin.com/


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Page 2 QuickStart Guide

Metricsare measurablesecurity attributes that

can be visualized asbuilding color, height,size, and sort order.

Use Filters and MetricRanges to view only thesecurities that match

specific criteria.

Intro to the AlphaVision Landscape

AlphaVisionpresents a 3-dimensional Landscape of investment securities shownas towers or buildings. The appearance of the Landscape is determined byMetric data.

Metrics in AlphaVision are measurable investment security attributes that canbe visualized through building color, height, size, and sort order.

Examples Metrics:

Price Change

Market Capitalization

Price to Book

Securities with positive values of the Height Metric are displayed above thehorizon, and those with negative values are displayed below.

Securities with positive values of the Color Metric are shown by default in shadesof green and those with negative values in shades of red.

Groups ofsecurities are represented as blocks of buildings (you can group byIndustry, Sector, etc.).

The Sort Metric determines the size (footprint) of buildings and how securitiesare sorted within Groups. The default sort order is Front to Back, Left to Right;i.e., the security with the greatest value is the largest building, positioned at thelower left of the Group.

You can use Filters and Metric Ranges to view only the securities that matchspecific criteria.

You can create Watch Lists to flag and track particular securities (such as thosein your portfolio).


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QuickStart Guide Page 3

Using the AlphaVision Landscape

You can easily navigate the Landscape using your mouse, keyboard and screen tools.

Find and Select Securities

Identify - Hover the mouse over a building, and the securitys ticker andinformation appear in a screen tip.

Select Left click on a building

Search - Locate a specific security or group (Industry, Sector, etc.) using theSearch box above the Landscape.

Move and View the Landscape

Rotate/Tilt Left Mouse (click and drag) 360 in any direction.

Pan/Move Middle Mouse (click and drag), or ALT+Left Mouse, or Left and RightMouse buttons simultaneously.

Zoom - Right Mouse (click and drag), or Middle Mouse wheel, or Zoom control atthe bottom right of the Landscape

Center Shift + Left click on a building to center an area

Flip the Horizon up/down Click on the Flip horizon button on the right side ofthe Landscape

Height bar Adjust the scale of the building heights using the slider bar at the

bottom left of the Landscape.

Transparency bar Adjust transparency to see through to buildings on the otherside using the "Transp" slider bar above the Zoom control

Securities Information

HUD The Heads-Up Display table at the top of the Landscape shows currentMetric assignments and market information for any selected security.

Price Chart - At the bottom right of the Landscape, the Price chart presents EODhistorical pricing for the selected security. Change the time period by clicking on

the choices at the bottom.

Add to Watch List Highlight the desired Watch List, select the security, thenpress the "W" button on your keyboard (or click and hold Right Mouse). You will beprompted to create a new Watch List if one does not already exist.

Link to more info (i.e. Google Finance/Twitter/SEC Filings) - Select the security,then click and hold Right Mouse and choose from the menu selections.


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Click directly on a Metrictype in the HUD tochange the Metric.

Metric and Metric Rangesettings are saved as a

View.

HyperSorts includeGroup, Filter, and

Group Sort settings.

Change the Landscape

The AlphaVision Landscape is a Visual Opportunity Search platform. Changesthat you make to the Landscape during your work session can be saved asProject (.aqp) files. You will be prompted to save your work as a project whenyou close AlphaVision.

Metric Changes: You can click in the HUD directly on the Metric Type ("Color","Sort" or "Height") to assign a different Metric to the Landscape.

HUD (Heads-Up Display):

More robust tools are accessible under Landscape Controls in the LandscapeViewer. Here you can change Metric assignments, establish Metric Ranges,define Groups and Filters, choose Sort options and manage News alerts.

Views and HyperSorts

View the collection of Metric and Metric Range settings applied to theLandscape.

HyperSorts - Group, Filter, and Group Sorting settings applied to the Landscape.

Explore AlphaVisions library of Views and HyperSorts by clicking on ChangeView or Change HyperSort above the Landscape. Here you can also save

customized Views and HyperSorts.

Views and HyperSorts you create are saved in your Project file.


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AlphaVision 2.0 Screen Components

1. Project Name View current Project name2. Menu Bar Open/save Projects, set preferences, import data, access Help resources, etc.

3. Search Box Locate a specific security or Group (Industry, Sector, etc.)

4. Headlines View most recent headlines for selected security

5. Views Choose information to display in the Landscape window

AquStats Equities tab Display over 90 statistics for any equity selected on the Landscape

AquStats Options tab Display statistics for any option selected on the Landscape

Metric Table tab Rank and compare securities/Metrics in table form

[Current View] tab Display the AlphaVision Landscape, using the current View and HyperSort

6. Landscape Wizard Identify, Choose, and Manage Views and HyperSorts

7. Landscape Type Choose the type of securities to view on the Landscape (Equity, ETF, Mutual Fund, etc.)

8. Change/Save View Access the View Library to select a different View; save customized Views

9. Change/Save HyperSort Select a different HyperSort; save customized HyperSorts

10. News Alerts Enable News notifications

11. HUD (Heads-Up Display) View information about the selected security

12. Watch List Security Enabled securities from Watch Lists are flagged on the Landscape

13. Selected Security Cross-hairs appear on the security, and information is displayed in the HUD and Price Chart

14. Identified Security The securitys ticker and information appear in a screen tip

15. Height Bar Adjust the scale of building heights

16. Group Groups of securities (Industry, Sector, etc.) are represented as blocks of buildings

17. Price Chart View EOD historical pricing for a selected security.

18. Color Bar Control how values from the Color Metricare translated to building colors

19. Set Background Color Change the background color of the Landscape

20. Viewer Screen Shot Take a snapshot of the Landscape


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QuickStart Guide Page 7

21. View All If the landscape disappears, click to restore small size centered landscape

22. Go Home Return to the saved size/position of the landscape view

23. Set Home Save a size and position of the landscape view

24. Auto Zoom On/Off When turned on will automatically zoom in on selected security

25. Flip positive and negative Flips the landscape to view securities above/below the horizon

26. Transparency Bar Adjust to see through to buildings on the other side

27. Zoom Control Drag wheel up/down to zoom out/in

28. Control Panel Access robust Landscape and Viewer settings tools

29. Link Metrics Linked metrics will change together

30. Landscape Metrics Change assignment of Metrics to landscape features (Color, Sort/Size, Height)

31. Metric Ranges Establish ranges of metrics to limit the universe

32. HyperSort Group, Filter, and Sort Groups

33. News Manage News settings

34. Watch Lists / Metric Values Manage Watch List and Metric Value at-a-glance settings

Quick Glance at Additional Features

The AquStats tab givesdetailed statistics aboutany security you select

on the Landscape.

The Metric Table

allows you torank and compareall securitiesin table form.

Click on theAquStats tab for detailed statistics about any security you select onthe Landscape.

The Metric Table allows you to rank and compare all securities in table form.The selected Metrics become sortable columns in the table.


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You can open views inAlphaVision by

importing them throughthe Landscape Wizard

View and Project Files

Using View Files (.aqv)

The quickest way to get value from AlphaVision is to use views and projectsthat have been created by other domain experts. Our View Library can be

accessed through the customer portal on the Aqumin Websitehttp://www.aqumin.com/CustomerServicePortal.html. Views can be created savedand shared.

Loading a view: Download the view file to your desktop, or to a designatedfolder.

Open AlphaVisionand click on the Landscape Wizardand Import. Navigate toand select the view file.

The View will load to My Quick Views. Select it and click on Show Me (bottomright corner of the Landscape Wizard).

The view now appears on the landscape.

When you close AlphaVision you will be prompted to save your work into aproject file.

Using Project Files (.aqp)

Project files can contain Views, Hypersorts and Watch Lists. To open a projectfile, simply click on File and Open Project.

Navigate to and select the project file. It will open into the AlphaVisionlandscape and the project name will appear on the title bar of the AlphaVision

window.

For questions on these and additional topics, please contact [email protected] 713-781-2121
http://www.aqumin.com/CustomerServicePortal.htmlhttp://www.aqumin.com/CustomerServicePortal.htmlmailto:[email protected]?subject=Link%20from%20Client%20Portal%20-%20Quick%20Start%20Guidemailto:[email protected]?subject=Link%20from%20Client%20Portal%20-%20Quick%20Start%20Guidemailto:[email protected]?subject=Link%20from%20Client%20Portal%20-%20Quick%20Start%20Guidehttp://www.aqumin.com/CustomerServicePortal.html

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AlphaVisionT 2 0 QuickStartGuide