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Getting Started in a Visual Workspace Where You Can Excel
For more information on PANARAY®:
(800) 419-6632
PANARAY.com
Quick Reference Guide
version 5.1
DesktopVersion 5.1
pg 1PANARAY ver. 5.1
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Datagraph™, Fundamentals TabsUse these tabs to toggle between the Datagraph and financial reports.
Global NavigationThese five icons represent the
five main sections of PANARAY.
Quote Service IndicatorTurn on real-time pricing by setting your Quote Services in Preferences in Application Menu.
Application MenuUse this menu to create a new console, duplicate a console, select preferences, or manage workspaces.
Chart IntervalsCustomize each interval view by using the associated drop down menu.
Change Date ControlsChange the chart end-date by typing in a specific date or by clicking in the field for a calendar. To move in time, click date box arrows or click the mountain chart icon to scroll horizontally.
Getting Started2 Symbol Input
Use this field to enter a symbol. Search for companies by typing the company name.
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TipSelect Preferences in the
Application menu referenced in #1 to choose between the dark and light
color theme.View light theme on pages 3 & 9.
pg 2PANARAY ver. 5.1
TipFundamental Data Lines can
be temporarily repositioned up & down on the chart by clicking
and dragging anywhere on the line.
Insider TransactionsSee a visual display of the extent of buying and selling among officers and directors of a firm.
Earnings Line Revenue Line
Pattern Recognition
EPS Due Date2
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Summary PanelClick this tab to open and close summary information covering nine years of financial data, proprietary ratings and rankings, company description, and more.
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Financial DataAppears inline with chart.
Relative Strength Line
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Corporate Events
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10Financial BlockHover mouse over Financials label to reveal additional Financial Block sizes and customized templates.
Types of Data Symbol
pg 3PANARAY ver. 5.1
Configure Key LinesRight-click directly on the Earnings or Revenue Line to reveal an edit menu. In the earnings line menu, click on the blue Edit, next to Animation, to adjust default look-back span and playback speed. Add additional fundamental data lines from the Price Panel Settings (#5).
Reference SymbolClick the symbol to change the index.
Indicator PanelSelect the indicators you want to see. You may view multiple indicators from the menu at once.
Fundamental Data Line ScaleWhen multiple Fundamental Data Lines are visible, you can easily toggle among them.
Price and Volume ScaleToggle among: Fixed Logarithmic (Log), Auto Logarithmic (Log), and Linear (Lin).
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Configuring Data
Reveal PanelsClick to reveal Insider Transactions, Volume, Financial Block, and Ownership Block. Click on blue name to configure individual items.
Animated Earnings LineClick EPS History button and a date box appears on the chart. Drag the date box backward to initiate animation of the earnings line. Once in position, hit the play button at right of date. See number 8 to access animation edit menu.
TipLabels that are blue are clickable and will reveal
menus.
Industry GroupView Industry Group constituents
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Price Panel SettingsSelect from the menu to make items visible. Click edit to configure item properties.
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Scale Configuration
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Financial MetricsClick data tile to select financial metrics.
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Hide PanelsClick to hide panels
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Indicator PropertiesCustomize each individual indicator by clicking on indicator name and selecting Properties from its menu.
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Symbol
pg 4PANARAY ver. 5.1
Related InformationThis panel contains news, ownership information, stock checklists, and tools for setting alerts and drawing annotations.
Mini ListClick the left black strip to reveal the list that is active in List Manager (pg 5). Use the space bar to move quickly through the list of symbols.
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List NameClick to view and navigate to recently used lists.
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Panels
News3
PlayClick to auto play through a list of charts.
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Symbol
pg 5PANARAY ver. 5.1
Create New AlertClick to add a new Price Alert or Pattern Recognition Alert.
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Active AlertA grey bell indicates an active alert.
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Alerts & AnnotationsTipView a list of active
alerts under Smart Lists in List View.
Triggered AlertAn orange bell indicates a recently triggered alert.
5Tip
Left-click an annotation to move it. Right-click to delete.
Message NotificationClick to access Message Center to
view triggered alerts & other messages. Icon will indicate unseen messages.
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Line Text Shape
Channel Line
Measurement
Fibonacci
Trend Line AlertSet alert on a trend line.
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Moving Average AlertRight-click the moving average
line to set an alert.
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Symbol
pg 6PANARAY ver. 5.1
List Manager
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ScreenClick to view a summary of filters applied to a list.
Screen On/OffToggle screen on and off.
Custom CalcsCreate customized
calculations for screening.
Column FiltersClick a cell to apply a filter.
Keyword FiltersFilter a list by entering any keyword contained in the company’s name or description.
List Manager Options
SortClick to sort, click again to reverse-sort, hold control key and click any number of columns to multi-sort. To disable multi-sort, click any column.
Edit ListsCreate, copy, or
delete lists.
SnapshotsCreate lists that
capture stocks at a given instant.
FlagsFlag symbols here or next to company name on the Datagraph.
List NamesOrganize custom lists and access preset PANARAY lists here.
DatabasesOur deep, clean database tracks 70,000 stocks, indices, and mutual funds in more than 72 countries.
List PropertiesSaved list information includes dates for list creation and updates. Preset list information includes details on parameters.
List ViewsChoose Default, Multi-Chart, List Analytics, or Quote Board view. Tip
Right-click in symbol row to copy
and paste stocks into saved lists.
TipDrag and drop
any list into a list in the My Lists folder
to merge stock names.
Lists
List Alerts
pg 7PANARAY ver. 5.1
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Universal FilterFilters all lists (except temporary constituents lists) by geography or group (Sector, Industry Group, etc).
Add ColumnsBrowse the Metric Library (see #8) for new columns to add to your report.
3 Column SetsSelect a Column set from the drop down window to change your report (includes filters). 1
8 Metric LibrarySelect “Add Column” to launch. Browse or type in search to locate a metric and then add any column
5Summary StatisticsLook here for key information about a list’s changing qualities.
2 Metric vs. Metric Screening
7 Look BackHistorical values are available for many metrics.
6Distribution ChartTo see the distribution for the corresponding metric, hover your cursor on a bar to reveal specific range information.
List Metrics Lists
pg 8PANARAY ver. 5.1
2 View PortfoliosView a list of your uploaded portfolios in List Manager.
CompareCompare your portfolios with select benchmarks using equally-, market-, or portfolio-weighted averages.
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Portfolio AdminUpload portfolios from an external source with Portfolio Admin.
Batch and Single File UploadConfigure uploading of single or multiple text tab delimited files.
Portfolio Statistics Lists
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pg 9PANARAY ver. 5.1
Access Your ListsAccess Scheduled Lists from List Manager Options
Manage Your ListsManage existing Scheduled Lists
Create a ListCreate new Scheduled Lists
Scheduled Lists Lists
Name Your ListGive your Scheduled List a Nickname Choose a Stock Universe
Choose the universe for the Scheduled List from all lists in List Manager
Screen/Filter Your ListScreen and/or Filter the Scheduled List to meet your criteria
Set Up a ScheduleSet up how often and at what time the Scheduled List runs
Choose a Delivery MethodSelect how to receive your Scheduled List: via email (embedded or as an attachment), by creating a new list in List Manager, or both.
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pg10PANARAY ver. 5.1
2 Geography SelectorClick to select among Global, Region, and Country views.
Animate Rotation GraphTo animate the Rotation Graph over
time, drag-hold and move, or hit Play.
MagnificationChoose between auto and
manual magnification.
Group Movement IndicatorsSelect the individual indicators to highlight.
Select again to un-highlight.
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TipRight-click Group
Movement Indicators (#7) to view Symbol in
Datagraph
Arrow Select to drill down to constituents.
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Groups Rotation Graphic
FlagSelect to flag a symbol and
monitor it in other views.
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Liquidity FilterSelect to adjust for market cap, avg dollar volume US$, or O’Neil Ratings when viewing constituents.
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Legend Row Select to add/remove highlight.
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Compare
pg11PANARAY ver. 5.1
Comparison Charts Compare
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Base ScaleToggle between 0 or 100.
Index LineClick to create a price weighted index line from the current symbols.
Symbol InputUse this field to enter a symbol. Search for companies by typing the company name.
Change Date ControlsChange the chart start and end-date by typing in a specific date within the
limit of the chart interval.
Liquidity FilterSelect to adjust for market cap, avg dollar volume US$, or O’Neil Ratings.
Chart IntervalsChange maximum chart history length.
Performance ScaleToggle between Log and Linear scale
Legend RowSelect to hide or show lines. Select name to add/remove highlight.
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pg12PANARAY ver. 5.1
Research View Research
1 2Global OutlookVisually monitor the pulse of world markets.
Ask An AnalystContact our analyst team with questions about the markets or our services.
3 Focus ListsEntitled content based on our proprietary idea services.
pg13PANARAY ver. 5.1
Streams1 2 3
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Stream NameSelect to name your customized stream.
SourcesFilter from almost 50 different news sources.
Keyword FiltersFilter a stream by entering symbols, lists, or keywords.
HeadlinesClick on headlines to open the source article in your default browser.
Add StreamsCreate up to seven news streams in one console.
News