Working with Quote Board

To begin, type a symbol and press ENTER. The quote data for that symbol is displayed, and the next cell is highlighted. In this way, you can type as many symbols as you want.

To add a portfolio of symbols, right-click the cell, then click Portfolio.

To change the symbol in a quote cell

There are several ways to change the symbol:

      Click the cell and type a symbol.

      Right-click the cell, point to Edit, and then click Change Issue.

      Click the Edit button.

      Use cut, copy, and paste.

To clear the contents from the cell, click Delete.

To enter a comment

Entering a comment is a way to add header cells to your Quote Board or Last/Net Change. It also provides a way to split entries on the Market Watch.

comment

To enter a comment in a cell, type an apostrophe and then your comment.

The comment will be sized to fit the cell.

To highlight the cell with a colored border

Right-click the cell, then click a color.

 

Click Unmark this quote cell to remove the border.

To enter portfolio symbols in a quote window

You can enter user-defined portfolios in quote cell. You might want to rename the Quote Board to the portfolio name.

1.  Right-click in a blank cell, and then click Portfolio.

2.  Click the Portfolio button to open the Select/Define Portfolio window.

3.  Click the Portfolio Name you want to display.

4.  Click Close.

5.  Click each of the portfolio items you want to add to the Quote Board. Click the << >> button to quickly add all of the symbols.

6.  They are added immediately to the Quote Board.

As you enter multiple symbols, the system moves across each visible row to the end, and then it starts at the beginning of the next row until it fills each visible cell. At that point, if you continue to click symbols, it will replace the symbol in the last cell.

7.  When you are finished, click Close.

To add Sound Board (Quote Board Only)

Sound Board must be enabled in Miscellaneous System Preferences.

To add the Sound Board button to a quote cell, right-click the cell, and then click Turn On Sound Board.

In order to play sounds, they must also be configured. To configure sounds, right-click the Sound Board button.

To rename Quote Board

Renaming the window can helpful to easily identify the contents of a quote window. For example, when working with portfolios or when using QSS and EQSS to trade.

1.  Right-click the title bar of the quote window.

2.  Click Rename Window.

3.  Enter a new name in the To field.

4.  Click OK.