Welcome to Getting Started


Installing Team Trader Pro


Bring up a browser (preferably internet explorer because you can save and then run in the same dialog)  and goto http://www.teamtraderpro.com/media/g/phicubedownloads/default.aspx.  Click on the English or Portuguese version of the program and click on download.   Download and install Team Trader Pro.


Installing Your Data Feed


If you are in the US and using real time data, you need to download and install the eSignal Datamanger.  You will need an id and password for eSignal which you will get after you sign up from your administrator.


If you are in Brasil and using real time data, you will need to download and install the Trade Zone TZDataCenter. You will need an id and password for the TZDataCenter which you will get after you sign up from your administrator.


If you are going to use daily charts only from Yahoo, proceed to the next step.


Logging on for the First Time


Double click the program icon on your desktop after installation.  After the program opens, you will get a dialog asking for your username and password.



Enter in the username and password that you use for the community web site and click Logon.   If you forgot your password click here http://www.teamtraderpro.com/user/EmailForgottenPassword.aspx.


Next you will get a window letting you setup your default workspace.  A workspace is a file that defines how all the windows are laid  out when a workspace is loaded.




Use the right and left arrows to choose how many charts you want in your initial workspace and if you want a watchlist of symbols with it.  If your initial workspace isn't what you want  it is easy to change later .  Once you have displayed the workspace you want, click on the picture and the program will setup with  your choice.


Now the program should come fully up and you should see something like below (This is a one chart one watchlist workspace).




For more information on Workspace Layouts goto "How to Use Workspaces".


How to Get Operational


Changing a Symbol - Just click in the chart you want to change and then type in the symbol and press enter.  There is a symbol entry box in the upper left of the menu but you don’t have to use it.  Whatever chart window was last clicked becomes the active window and all top menu item will apply to it.


Changing Time Span - Click the main menu at the top and select the "Chart" Tab and then click on the timespan button you want in the timespan potion of the menu ribbon.


Right Click Menus - This is the secret to running the program!!  Right click menus are everywhere.  Right click in the chart, right click in the watchlist, right click in the menu, right click on the titles in the chart, right click on a chart bar, right click on a study line, right click in the chat window.




The Main Menu - The main menu is at the top and can used for most functions.  When the program opens the main menu ribbon may or may not be open.  You can open and close the ribbon by right clicking in the menu and toggling Minimize ribbon off and on.




The Menu Circle


The other area of importance in term of the menu is the "Menu Circle" in the left of the program.  This contains a number of options for running the program.




If you click on the "Menu Circle", then "Workspaces", then "Save Workspace" you can now save your current workspace as the default workspace.  If you use "Save Workspace As" you can give it a unique name so you can call it up later.  From here on I will refer to a menu selections as follows:  "Menu Circle" ==> "Workspaces" ==> "Save Workspace".


Customizing the Chart


The initial chart will have a default set of studies which will have been defined by the team administrator in "Menu Circle" ==> "Preferences".  You can change these by Selecting "Menu Circle" ==> "Preferences" ==> "Default Chart", then change any values in the property window on the right, and then click save.


The "Main Menu" ==> "Chart" menu has the standard Chart options.  Menu selections will apply to the chart you last clicking the mouse in.  If you Hold the shift key down while clicking a menu button it will apply to all chart windows.


Chart Type - Choose "Candle Stick", "High Low Close Bar",  "Line", or "Fill" to display how you want your chart to plot stock prices.


Zoom  In/Out - This will zoom the chart in and out.


Log - Select this to toggle between the chart using a log scale or not.


Refresh Chart - This will re request the same chart data from the data provider, this is useful to get rid of bad ticks that have since been corrected in the history of the data provider.


Extended Trading - This will show before and after hours trading in the stock.


Adding Studies


Clear All Studies - You can clear the chart of all predefined studies by selecting "Main Menu" ==> "Studies" ==>  "Clear All Studies" or by "Chart Right Click" ==> "Clear All Studies".


Add a Study - You can add a study to the chart by selecting a study from the pull down from "Main Menu" ==> "Studies" ==> click on the "Studies" pull down menu or "Chart Right Click" ==> "Studies" ==> select the study you want to add.  The study will be added to the chart.  You can change the values, if allowed, of the study by clicking the  box in the study title and changing the value and pressing enter.




You can also right click on the study title for a menu of options on the study like adding a study on a study i.e. you might want an exponential moving average on an on balance volume line.



You have the following choices:


Signals - If you choose one of the options under this menu you can show the buy and sell points of the current study as color bars, chart background color, arrows on the chart, or dots on the charts.


Study Modifier - This is where you add another study to the study line name under the mouse cursor.  For example if you have Bollinger bands up you can add an EMA to the top line only by right clicking on the line name in the study title.


Line Properties - You can change the color, width, style, and transparency of the chart line under the mouse cursor when you opened the right click menu.


Delete Line - This will delete the chart line under the mouse cursor without deleting the whole study.  For example, you could delete the middle line of the Bollinger bands without deleting the study.


Delete Study - This will delete the entire study under the mouse cursor from the chart, if it is in its own window panel the panel will be deleted also.


Optimize Study - This will load the optimizer and set it up with the study under the mouse cursor.


Add Alert - This will add an alert from the study under the mouse cursor.  The alert buy or sell will be automatically set to alarm when the study changes from its current value.  See "How to use Alerts".


Add Value to Scale - This will toggle on/off the display of the value of the chart line in the y axis for the chart.


Copy Study to Chat - If you have created your won study that you want to share with others you can right click and have a link appear in the current chat channel.  If anyone else clicks on the link it will load the study into their program.


Copy Study for Forum or Blog - This will copy the study to the clipboard which can be pasted into a forum or blog.  If anyone clicks on the link while in the program it will load the study into the program.


Add Study to Program - If you are looking at a shared chart from someone else and it has a study that you don’t have, you can right click and add the study to your program.


Moving Items Around on the Chart


Change the Order of Study Panels - Click in the clear area of the study panel and hold the left mouse button down, then move the panel up and down to change its position in the chart.  Release the left mouse button when the panel is where you want it.


Combine Study Panels - If you want to combine the studies in two difference panels.  Click on the study title and hold the left mouse button down, then move the title into the panel you want to combine it with.  If you want to separate a study from a combined panel, click on the study title and hold the left mouse button down, then move the mouse over the top or below the bottom of the chart.


Shift the Chart - There are two sliders bars, one at the top of the chart and one on the right of the chart.  Hold the left mouse button down over the arrow in the slider and move the arrow to see prior history or change the scaling of the chart.




Saving and Opening Templates


Whereas a workspace describe how the entire program is laid out, a template describes how s ingle chart is laid out.  Once you have a chart setup the way you want you can save the template by either "Menu Circle" ==> "Template" ==> "Save Template" or "Chart Right Click Menu" ==> "Templates" ==> "Save Template".     This will bring up the save template file dialog, type in the name you want to use and select save. 


To open a template select either "Menu Circle" ==> "Template" ==> "Open Template" or "Chart Right Click Menu" ==> "Templates" ==> "Open Template".   Then select the name of the template you want to open and select open.  The chart will keep the same Symbol and timespan but the studies and chart setup will reflect what was saved in the template.


For more information on Templates goto "Charts and Templates".


Using Watch Lists


You can enter in  a list of symbols here to quickly chart charts. You can quickly load an existing list be clicking a selection in the pull down box in the watchlist menu at the top.


Clear  - "Right Click Menu" ==> "Clear" This will erase everything in the watchlist.


Add Symbol - "Right Click Menu" ==> "Add Symbol" Enter in each symbol and click add, then done when finished.


Link - "Right Click Menu" ==> "Link" This brings up a window of all chart windows.  Click which windows you want to be linked to this watchlist.


Change a Chart Symbol - Click on a symbol in the watchlist and it will change all the linked charts to that symbol.  You can use the enter key or the VCR buttons in the top menu to step through each symbol.


Drag Drop A Symbol - You can hold the left mouse button down over a watchlist row header




and drag the symbol onto a specific chart, when you release the left mouse button the chart will change to the symbol.  Whenever you see the cross cursor it means you can drag this item onto another window.


For additional watchlist options see "How To Use a Watchlist".


Using Chat


Sending a Chat Message - Click the box below the chat message and type in your message and press enter.  It will appear in the current chat channel. 




Send a Private Chat Message - Type "/private name message" or click on the name in the right hand window of chat and then type in the private message and press enter




Change Chat Channel - Click the pull down list in the lower right to change to another chat channel if there is more than one.


For additional chat options see "Chat".


This tutorial should help you to run the basic functions of the program.  Please check with other help files on how to unleash the full power of the program.