Excel

Field Descriptions for fields that can be used in the Excel Add-in % Change Calculated field created by ProphetX – percent change of Last Price from Previous price 52 Week High 52 Week High Price 52 Week High Date Date on which the 52 week high occurred 52 Week Low 52 Week Low Price 52

The Add-in preferences button displays the preferences menu, which set the background preferences in the spreadsheet. Click on Preferences The User Preferences display will pop up. The Themes, light, medium, and dark indicate how intense the color theme will display. The Static Gold theme will use a specific gold theme. The example below displays each

Once you have data for quotes, history, or charts, you can change the symbol that is currently in the display to a different one. Double-click on the symbol and change it to a new symbol or expression. The entire display will change to the data for that symbol. Ex:  In the spreadsheet below we have

When you add a study to a history or chart display you can then highlight the study in the Symbol List and then change the study properties. Start by selecting History, or Charts Enter or look up the symbol(s) you want to display Click on the Action button Add the preferred study Click on the

When creating history or charts, you can also add studies to them. Start by selecting History, or Charts Enter or look up the symbol(s) you want to display Click on the Action button Select Add Study The list of available studies will display Select the study you want to add The study will be added

Show/Hide Columns lets you determine which columns you want to display in the Symbol List dialog box. Start by selecting Quotes, History, or Charts Enter or look up the symbol(s) you want to display in the spreadsheet Click on the Action button Select Hide/Show Columns Click to check the columns you want to show. Click

The Lead/Lag selection under Action will shift data “x” number of periods forward (lead) or backward (lag).  An example of where you might want to use this is to compare today’s price to yesterday’s price. Start by selecting History, or Charts Enter or look up the symbol(s) you want to display Click on the Action

Units conversion will convert the symbol(s) from one unit to another, just as barrels to gallons, or bushels to tons. Start by selecting Quotes, History, or Charts Enter or look up the symbol(s) you want to display Click on the Action button Select the current units: Select the units to convert to: Examples showing history

The currency conversion selection allows you to change the currency value for your quotes and history from one currency to another. The results will display in the currency you selected. Start by selecting Quotes, History, or Charts Enter or look up the symbol(s) you want to display Click on the Action button In the Currency

The ProphetX Excel Add-in charting feature will chart historical data and show the “tabular” information at the same time. The charts can be displayed in various intervals and selected order. Creating a chart is very similar to retrieving history: Select the Charts button. The charting dialog box will open. Add Symbol or Expression: type the