Eye in the Sky Trade Planning Quick Start Guide

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CONTENTS

Building Focus Lists ........................................................................................................................................................ 1

Clearing Filters ........................................................................................................................................................... 1

Selecting Multiple Items From Lists ........................................................................................................................... 1

Finding Values in Drop Down Lists ............................................................................................................................. 1

Customizing the Drop Down Lists .............................................................................................................................. 1

Discover the Filter Criteria Available With the Filtering Assistant ............................................................................. 2

Customizing the Indicator Calculations ..................................................................................................................... 3

Using My Favorites in the Filtering Assistant ............................................................................................................. 4

Using My Criteria Sets in the Filtering Assistant ........................................................................................................ 4

Using the Custom Filter Tab ...................................................................................................................................... 4

Custom Filter Tab Example .................................................................................................................................... 5

Saving Your FIlters ..................................................................................................................................................... 6

Getting Organized With Views ...................................................................................................................................... 7

Assigning a Stock to a View ....................................................................................................................................... 8

Removing or Changing View Assignments ................................................................................................................. 8

Creating a New View ................................................................................................................................................. 8

Researching ................................................................................................................................................................... 9

Defining My Web Pages ............................................................................................................................................. 9

Setting the Default My Web Page to Display ............................................................................................................. 9

Fundamentals .......................................................................................................................................................... 10

EPS Trends ............................................................................................................................................................... 11

Insider Trading ......................................................................................................................................................... 12

Stock Buybacks ........................................................................................................................................................ 13

Ratings ..................................................................................................................................................................... 14

Industry Peers .......................................................................................................................................................... 15

Customizing the Columns .................................................................................................................................... 15


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Entering Dividends ................................................................................................................................................... 27

Trade Journal ............................................................................................................................................................... 28

Customizing the Screen ............................................................................................................................................... 29

Changing the Font Size ............................................................................................................................................ 29

Detaching Tabs ........................................................................................................................................................ 29

Reorganizing Tabs .................................................................................................................................................... 29

Maximizing the Web Browser.................................................................................................................................. 29

Resizing the Screen .................................................................................................................................................. 29

Customizing Grids .................................................................................................................................................... 29

Data Collection ............................................................................................................................................................ 31

Learning More ............................................................................................................................................................. 32


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Page 1

BUILDING FOCUS LISTS

Finding profitable trading opportunities has never been easier. There are hundreds of criteria that you can

combine to find the best setups from over 6,800 stocks listed on the AMEX, NASDAQ and NYSE.

The first section of the software you will want to become familiar with is the screening section. This is located

inside the Filter tab located at the top left of the screen.

You will notice tabs within the Filter tab. Each of these tabs contains various criteria to filter on. Of course, there

wasn't space to include the hundreds of filter criteria on these tabs. That's where the Custom tab comes in to play.

This tab allows you to choose from all of the criteria included in Eye in the Sky Trade Planning. Well cover that

topic a little bit later.

CLEARING FILTERS

If you want to go back to viewing all the tickers simply click the Clear button in the middle of the screen next to the

My Filters drop down box.

SELECTING MULTIPLE ITEMS FROM LISTS

You can select multiple items from the lists (i.e. Patterns, Candlesticks, Sectors, Industries, Countries, etc.) by

holding down the Control or Shift key on your keyboard as you click the items in the list.

Shift allows you to select a contiguous range of items. Control allows you to pick non-contiguous items in the list.

You can deselect one item in a list where many selections have already been made, by holding down the Control

key as you click on it.

FINDING VALUES IN DROP DOWN LISTS

Some of the lists have many items. For example, the Field Name lists in the Custom Filter tab contain hundreds of

items. You can quickly filter what is contained in the box by typing while on the drop down list box.

Go to the drop down box by tabbing to it or clicking on it with your mouse. Start typing part of the name you are looking for. A screen will appear showing what you type. The results will be narrowed to only items containing what you type.

You can search on multiple partial words by separating them with a space. For example, if you type epsaver the results will only show items that contain both of these strings in them.You can search on

multiple partial words by separating them with a space. For example, if you type eps aver the results

will only show items that contain both of these strings in them.

CUSTOMIZING THE DROP DOWN LISTS


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Some of the criteria you can specify are in the form of a drop down list. Some examples of this include Price (aka

Closing Price), Volume, etc. You can change the values that appear in the drop down lists by right clicking on them

and selecting Change Values from the menu that appears. Remove the items you will never use with the Delete

key on your keyboard, and add ones that you use all the time by going to the end of the list and typing them.

NOTE: If you remove the value that is currently being used on the Filter tabs, then the filter criteria will be cleared.

DISCOVER THE FILTER CRITERIA AVAILABLE WITH THE FILTERING ASSISTANT

The Filtering Assistant is a great place to learn about all the filter criteria available in Eye in the Sky Trade Planning.

Go to the Custom filter tab. Click the greenbutton with the plus sign on it. This will open the Filter Assistant. Click the plussign next to the various items in the lists to expand them. You can hover over any blue element with your mouse to get a description of that criterion.

Here is a summary of the colors you will find in the tree lists:

Blue A criterion that you can use to filter on.

Green The currently selected filter criteria. This will show when you switch focus from the tree to other objects

on the screen.

Black A grouping element to keep the filter criteria organized.

NOTE: The Filtering Assistant does not contain criteria for Insider Trading or Analyst Ratings. These items can only

be filtered on by selecting one or more items from the lists on those filter tabs.


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CUSTOM FILTER TAB EXAMPLE

For example, let's say you wanted to look for stocks that have a Full Stochastics %K Indicator less than 20

(indicating a potential oversold situation). The way you would specify that would be:

Select "Full Stochastics %K" in the FieldName column. Select "


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GETTING ORGANIZED WITH VIEWS

Eye in the Sky Trade Planning helps to keep you organized as you are building your various focus lists. You can

assign stocks to color coded lists to keep them organized. Create as many views or lists as you need. I will use the

terms view and list interchangeably from this point forward as they refer to the same concept.

Here is a brief summary of the lists included when you install Eye in the Sky Trade Planning:

Portfolio The Portfolio List contains all the stocks you have in your stock portfolio.

The stocks assigned to this list will appear with a green background. Use the P key on your

keyboard to assign stocks to this list.

ST Prospects The Short Term Prospects List is for keeping track of trades you are considering for the next

trading session.

The stocks assigned to this list will appear with a yellow background. Use the S key on yourkeyboard to assign stocks to this list.

Favorites The Favorites List is for keeping track of stocks that you like to trade on a normal basis. They may

not be in play right now, but are good candidates in the future.

The stocks assigned to this list will appear with a red background. Use the F key on your keyboard

to assign stocks to this list.

Black List The Black List is used to indicate stocks that you no longer want to see in any of your filter results.

Once they are assigned to the Black List, they wont be shown again unless you remove them fromthe Black List.

The stocks assigned to this list will appear with white text on a black background. Use the B key

on your keyboard to assign stocks to this list.


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FUNDAMENTALS

The Fundamentals tab includes the most recent Annual and Quarterly reports from the company associated with

the currently selected ticker symbol.

YTD Totals The first box includes the YTD totals from the Quarterly reports released since the last

Annual report. The title of this box will reflect how many quarters were used to calculate

these values.

Annual Reports The second box contains the 4 most recent Annual Reports.

Quarterly Reports The third box contains the 5 most recent Quarterly Reports.

Each box is color coded based on if the value for the more recent period is better or worse than the previous

period. In addition, there is a percentage calculated that represents the difference of the current period and the

previous period.

NOTE: Financial reports aren't available for all stocks. If the Fundamentals tab is blank, then the data is not

available for that particular stock.


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EPS TRENDS

This EPS Trends tab shows the average Analyst estimates of EPS for the current period, as well as the historical

estimates for 7, 30, 60, and 90 days ago.

These cells are color coded to reflect if the value has been upgraded or downgraded from the previous period. In

addition, there is a percentage calculated that represents the difference of the current period and the previous

period. You can quickly identify if an estimate has been revised based on these colors.


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INSIDER TRADING

The Insider Trading tab shows the most recent insider trading transactions for the currently selected stock.

You can filter based on these values using the Insider Trading tab within the Filter tab at the top.


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RATINGS

The Ratings tab shows the most recent upgrades and downgrades for the currently selected stock.

You can filter based on these values using the Ratings tab within the Filter tab at the top.


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CNBC VIDEO

You can watch the live stream of CNBC on the CNBC Video tab. You can select between CNBC, IBD TV, and BNN in

the Defaults tab of the Settings screen via the Tools menu.


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DASHBOARD

The Dashboard feature in Eye in the Sky Trade Planning allows you to quickly evaluate how well a stock matches

your trading style. The dashboard can be tailored to your trading style by defining rules for each cell. These cells

will then change colors based on how the currently selected stock matches your rules. It makes it easy to see the

pros and cons of a stock based on your criteria.

DASHBOARD RULES

A dashboard rules tells Eye in the Sky Trade Planning how you feel about a specific criteria and the value associated

with it. There are 3 different types of rules:

PRO If the stock meets the criteria then it is positive. The cell will appear green if these criteria are

met.

WARNING If the stock meets the criteria then it is slightly negative. The cell will appear yellow if thesecriteria are met.

ERROR If the stock meets the criteria then it is very negative. The cell will appear red if these criteria

are met.

The rules are used in two different ways:

To determine the color of the cell when a stock is selected. To calculate the My Rating.

Getting more information:

You can view how the currently selected stock matches your rules by hovering over any of the flashing

blue information icons that appear next to the cells.

NOTE: If the currently selected stock doesn't meet any of the rules defined in a particular cell, then it will remain

grey, with no exclamation point.


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INCORPORATING BROKERAGE FEES

You can have Eye in the Sky Trade Planning factor in your trade related fees in the calculated potential profits and

losses by following these instructions:

Select Settings from the Tools menu.

Go to the Commissions & Fees tab. Enter a Commission Rate. Select Trade, Shares or Shares (Tiered) from the list next to Commission Rate. Optionally enter Additional Fees and select how they are applied. Click the Save button.

USING DEFAULTS FOR POSITION SIZE

You can configure Eye in the Sky Trade Planning to automatically enter the number of shares for you.

You can select from 3 different types:

Number of

Shares

The same value will be entered for number of shares when you enter an Entry Price in the Trade

Planning screen.

Market Value The software will calculate the number of shares required to obtain your desired market value

(i.e. $10,000) when you enter the EntryPrice in the TradePlanning screen.

Max Potential

Loss

The software will calculate the number of shares for you after you enter the Entry Price and

Stop Loss Price. The calculated potential profit will drive the number of shares entered.

Follow these instructions to setup this feature:

Select Settings from the Tools menu. Go to the Defaults tab. Select an item from the Position Size list.


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NOTIFICATIONS

Eye in the Sky Trade Planning can notify you when one of the following events occur:

New Help Videos are available.

A Software Update is available. A stock's most recent closing price is approaching one of your values in Trade Planning. For example, if

you entered an entry price and the stock is within 5% of that price, you can receive a notification, so that

you can enter the trade.

CONFIGURING NOTIFICATIONS

The notifications let you know when certain events occur:

Current closing price is near the price points you have defined in your trading plans. A new software update is available.

A new help video is available.

Setup notifications by following these instructions:

Select Settings from the Tools menu. Go to the Notifications tab. Check or Un-check the events that you would like to be notified about. You can select which of your views generate notifications. You can also select which of your trade plan Prices generate notifications. The numbers next to each Price

Event is expressed as a percentage. By default, the software uses a 5 percent threshold for these events.

You can customize these percentages to your preferences.

VIEWING NOTIFICATIONS

Click the Notifications tab at the bottom of the screen.

Each notification will appear as a row in the grid.

The number of notifications will appear in the tab name in parenthesis.

You can delete notifications by selecting one or more rows and then pressing the Delete key on your keyboard or

by right-clicking a row and selecting Delete from the menu that appears.

If you double click a price event notification, it will take you to the stock it relates to. If you double click a new help video notification, it will play the video. If you double click a software update notification, it will download and install the new update.


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CUSTOMIZING THE SCREEN

You can customize the appearance of Eye in the Sky Trade Planning in many different ways. You can detach most

of the tabs to put them on any of your monitors if you are running a PC with multiple monitors.

CHANGING THE FONT SIZE

Select Settings from the Tools Menu. Go to the Appearance Tab. Select Large or Small from the Font Size list.

DETACHING TABS

You can undock tabs as separate windows. This allows you to put these windows on any screen if you have

multiple monitors connected to your computer.

Right-click on any tab and select Detach from the menu that appears.This will open that tab as its own window that can be resized and put on any monitor.

To re-attach the tab, simply close that window and it will re-appear in the tabs at the end.

To keep the tab detached simply close the main Eye in the Sky Trade Planning screen. It will remember where all

your tabs are located the next time you start the program.

You can hide the instances of the icons in your Windows task bar by going to the Appearance tab of the Settings

screen.

REORGANIZING TABS

You can change the order the tabs appear in by dragging the tab and dropping it in the location you want it.

MAXIMIZING THE WEB BROWSER

There is an arrow located at the right edge of the center of the screen. This arrow will shrink the top portion of the

screen to maximize the lower portion of the screen. The arrow toggles the size of the top portion of the screen.

This can be helpful when you are finished screening and want to view more of the contents of the Web Browser.

Alternatively, you can detach the Web Browser tab and put it on another monitor.

RESIZING THE SCREEN

There are two thick black bars on the screen that allow you resize the various regions. If you place your mouse

over these bars, you can drag them around to resize the screen. This can be helpful when selecting Patterns or

Candlesticks on the filter screen, so you can select all the ones you want without having to scroll down the list.

CUSTOMIZING GRIDS


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DATA COLLECTION

Eye in the Sky Trade Planning gathers information from many different sources and aggregates it in one easy-to-

use tool. The data is delivered each day shortly after market close. Eye in the Sky Trade Planning will

automatically pick-up the data collection files which contain all of this information when they become available

each market day. Data collection will run for approximately 45 minutes the very first time. Subsequently, theprocess will take roughly 10 minutes. Eye in the Sky Trade Planning will calculate the YTD Totals, Indicators and the

My Ratings once the data collection has occurred.


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LEARNING MORE

You can learn more about Eye in the Sky Trade Planning using the following resources:

User Guide This guide covers all the features of Eye in the Sky Trade Planning. It is located on the Help

menu.

Educational

Videos

These videos demonstrate how to use Eye in the Sky Trade Planning. They are located in the

Help Videos tab on the top of the screen. Adobe Flash Player is required to watch the videos.

Community

Forum

This forum is used to share important information on how to leverage the powerful features of

Eye in the Sky Trade Planning. You can access the forum via the Help menu.

Documents

Eye in the Sky Trade Planning Quick Start Guide