WSS Stock version 1.0

Copyright 2000 by
    WSS Division of DDC
    16 Sweeney Ridge Road
    Bedford, MA 01730
    USA
    Email: wssddc@gis.net
    Homepage: http://www.gis.net/~wssddc/wssstock/index.html
    Phone: 781-275-1183 or 9104

Introduction

Charts of stock price are useful for watching how the stocks you own are doing, and for making purchase decisions. There are many web sites which will draw charts for you, but customizing the charts to match your needs can be time consuming, and may need to be repeated each time you visit a site. Murphy's law says that when you really want to do some research, you'll find that a backhoe operator 4 states away has cut through a fiber optic cable and taken down all routes to your favorite charting site, so you need to be able to use alternative sites.

WSS Stock generates custom web pages which link to multiple charting sites. In your web browser, you will see a navigation frame on the left listing stocks in various categories. Links to navigation frames for other charting sites are at the bottom of the list. Clicking on a stock links to a charting site which displays in the right-hand frame. Clicking on the description of a stock links to the company's home page (if you have entered the URL). Charting options are preset so a single click in your browser generates the plot you want. Information about a stock only needs to be entered once for use at multiple sites.

Configuration

The opening screen of WSS Stock displays your list of types (categories) and stocks in a tree format. Items at the top of the tree become category labels in your browser; other items are the stocks to be charted. If you have not saved any information previously, a small set of defaults is shown. Buttons in the middle of the screen select editing options. You can delete the sample data and enter stocks in your portfolio, stocks you are watching for possible purchase, etc. Command buttons to the right trigger generation of the web pages and link to your default web browser. (Once your browser is started, you can bookmark the pages; WSS Stock only needs to be run again when you want to update the list of stocks or charting options.)

The General options pull-down lets you configure how the pages will look in your browser. The most important option is the selection of charting sites. Currently WSS Stock can link to four sites; additional sites may be added in future releases, so please send us your suggestions. One of the enabled sites must be chosen as the default when WSS Stock calls your web browser. The navigation frame takes screen space from the charts, so its initial width is adjustable. (You can also adjust the frame width within your browser by dragging the border left or right.) If the navigation frame is narrow, your browser will try to wrap lines to make them fit; this often reduces readability. If you check No line wraps in navigation frame, you will get a horizontal scroll bar instead of line wraps. Browser colors can be set (but, this will have no effect if your browser is configured to use its own colors). If you want to use upper case for all stock symbols, check the Use uppercase for new stock symbols box and new symbols will be converted to upper case as they are entered. The default location for the html files (web pages) is the WSS Stock installation directory. Since these files are easily recreated, they can go anywhere, perhaps even in a TEMP directory.

Wss Stock saves its setup information in the Windows registry and loads it automatically on startup. Options under the File menu allow saving, clearing or exporting the registry settings. Clearing removes all registry entries, and might be done as part of an uninstall. Exporting writes a .REG file which may be imported by double-clicking in explorer. This can be used for backup, for moving to another machine, or to transfer settings to a different user on the same machine (settings are user-specific). For most programs, you need to backup the files you generate with the program; losing your configuration settings in a system crash is a relatively minor inconvenience. But in Wss Stock, the settings are crucial while the data files can be regenerated with a single mouse click. So, exporting and backing up the registry settings is strongly recommended.

Entering and updating stocks

Use the Add type button to create a new type, or the Edit button to revise a type. Types appear in your browser navigation frame as titles. At least one type must be defined before stocks can be entered. There is essentially no limit to the length of a type, but since the types are displayed in a narrow navigation frame, brevity is suggested.

Use the Add stock button to add a stock, or the Edit button to revise a stock. The required information on the entry screen is the default symbol, a description (probably the company name) and the type. You can optionally enter a URL for another web site such as the company home page. In your browser, clicking on the symbol generates a chart while clicking on a description loads the company home page. As with types, the practical limit on description length is set by the width of the navigation frame. Symbols which have special meaning in HTML, such as < or > may safely be used in descriptions (or in types).

You might expect that all sites would use the same symbol for a given stock or index. Sadly, this is not always true. For example, the symbol for Berkshire Hathaway Class A stock (around $50,000 per share as this is being written), is BRK.A at BigCharts, BRK-A at StockMaster, BRK/A at StockPoint and BRKA at Yahoo. Index symbols and non-US stocks show the greatest variation. WSS Stock accepts alternate symbols for use at particular sites. A default symbol must be filled in even if an alternative is listed for every charting site. The supported charting sites have symbol lookup options to help you find the right symbols. Here's a table of some index symbols used at the sites supported by WSS Stock:

Big Charts StockMaster StockPoint Yahoo
Dow Industrial Average DJIA I:INDU $INDU ^DJI
NASDAQ NASDAQ I:COMP $COMP ^IXIC
Russell 2000 RUT I:RUT $RUT ^RUT
S&P 500 SP500 I:SPX $SPX ^SPC
Nikkei 225 XX:1804610 ? $N225 ^N225
Nikkei 300 XX:1885002 I:NIK ? ^NK300
30-year T-bond TYX I:TYX $TYX ^TYX

Under Options, each charting site can be selected, bringing up a configuration screen for that site. The options which can be set are the same as the ones you could select at the site. These range from simple things like the time period to esoteric technical indicators. Explanation of the meaning of many of these is beyond the scope of this documentation.

Custom URLs under Options allows entry of two user-defined links. These appear near the bottom of the browser navigation frame. Possible uses include links to an online broker or a portfolio tracking site. The only reason for using this feature instead of a browser bookmark is that you can make the link appear in the right frame or in a separate window.

Here's a non-obvious use for the custom URL. Suppose you have setup a portfolio at StockPoint. The straightforward way of getting to your portfolio requires you to login with a user name and password and perhaps redisplay after setting the view type and sort order. You can save some time by embedding the logon information in the URL. If

then try the URL
http://www.stockpoint.com/portfolio.asp?Login=investor&Password=topsecret&PortfolioID=123456&ViewName=DayWatch&SortBy=Symbol
adjusting the login name, password and portfolio id to match your account. To determine the portfolio id, use your browser's save option after logging in manually to save a copy of the html file. View the saved file with a text editor and search for the name of one of your portfolios. Around 200 lines from the top, you should find lines of the form
     <option VALUE="nnnnnn" > portfolio name</option>
The id number associated with the portfolio is nnnnnn. It's much easier if you only have one portfolio; just use zero (all portfolios) for the id.

Warning: if you use this type of URL, your login information is stored in plain text in the html file and in the Windows registry. There's not much risk to doing this for a portfolio tracking site, but I would not recommend doing this for any account where transactions can be executed.

Licensing and support

WSS Stock is shareware. You are granted a 60-day license for the purpose of evaluating the program to determine whether it meets your needs. The license fee for use beyond the evaluation period is $20 per user or per machine, and covers current and future versions of the program. Web pages generated by WSS Stock are distributable without restriction. When you register, you will be sent a registration code which turns off the blinking "(Evaluation version)" which appears in the right panel of your browser before you display any charts. The display of this phrase in the title bar of WSS Stock and the initial browser screen is the only limitation of the evaluation version; the program has no timeout, reduction in the number of stocks you can enter nor any other form of crippling.

An order form is included in file orderfrm.wri (view with WordPad or Microsoft Word). If you don't use this form, note that I must collect $1 sales tax for shipments to Massachusetts addresses, and that there is a fee ($2.50 US/Canada, $4.50 elsewhere) if you want me to send you a disk with the latest version. Downloading from the web eliminates this fee. Payment may be by credit card or a check in US funds drawn on a US bank. Bank fees for cashing a foreign check would exceed the registration fee.

WSS Stock is produced by a member of the Association of Shareware Professionals (ASP). ASP wants to make sure that the shareware principle works for you. If you are unable to resolve a shareware-related problem with an ASP member by contacting the member directly, ASP may be able to help. The ASP Ombudsman can help you resolve a dispute or problem with an ASP member, but does not provide technical support for members' products. Please write to the ASP Ombudsman at 545 Grover Road, Muskegon, MI 49442 or send an email message to omb@asp-shareware.org.

The Ombudsman may be contacted by FAX by sending to the ASP FAX number: (616) 788-2765. In communication with the Ombudsman please include a telephone number and/or FAX if available.

The non-profit Association of Shareware Professionals dedicates itself to furthering the shareware concept ("try before you buy") as a unique alternative to traditional retail distribution. Our company agreed to do its best to handle customer complaints when we joined ASP.

We want to solve your problem quickly and to your satisfaction. But if you feel you got the short end of the stick, you can take your complaint to the ASP Ombudsman. We'll abide by the Ombudsman's final decision no matter what. You have our word on it.

We at WSS-DDC work as hard as we can to resolve problems. But we want you to know you have a friend in the ASP Ombudsman if we don't help you enough.

Redistribution

The only requirements for redistribution of WSS Stock are
  1. All files from the original package, either minimal or full, must be included.
  2. Username and passwords may not be redistributed.
CD-ROM software collection vendors, Internet file archives, BBS systems and similar are specifically authorized to redistribute; you don't have to ask for permission.

System requirements

WSS Stock is a Win32 program, compatible with Win/95/98/NT and later. It requires the Visual Basic 6 runtime library. Since many users will already have the VB6 runtime installed, and some Internet file archive sites object to wasting disk space on multiple copies of these files in different packages, we have prepared minimal and full installation packages. The full package includes the following files which the minimal package omits:
   ASYCFILT.DLL  version 2.40.4275
   COMCAT.DLL    version 4.71
   MSVBVM60.DLL  version 6.00.8495
   OLEAUT32.DLL  version 2.40.4275
   OLEPRO32.DLL  version 5.0.4275
   STDOLE2.TLB   version 2.40.4275
If you find that you need these files, they may be obtained as part of the complete Wss Stock package or from Simtel or Microsoft. Version numbers of these files may vary. Wss Stock has no known problems with particular versions of these files (which isn't to say there aren't any problems, just that we don't know about them). Upgrading to future releases will probably require only the minimal installation package.

The web pages generated by WSS Stock require a browser which supports frames. Reasonably current versions of Internet Explorer, Netscape and other browsers should work.

If you use some versions of the desktop enhancer Stardock Window Blinds, you may find that it interferes with tabbing from field to field in some of the WSS Stock forms. If so, exclude WSS Stock in the Window Blinds control panel.

Acknowledgments

Listbox pull-downs in Wss Stock work better because of tips posted at vbaccelerator.com which is managed by Steve McMahon

Disclaimers

WSS Stock only generates links to web sites. The stock data displayed is provided by those sites, and WSS-DDC has no control over the accuracy of that information. The sites we link to may also disclaim any responsibility for errors, so if something goes wrong, please don't sue us and don't sue them. The appearance of stocks in WSS Stock sample data should not be interpreted as a recommendation of those stocks.

A charting site may change its design at any time and break the links generated by WSS Stock. We will attempt to revise the software to accommodate site changes, but a site could be designed to make it difficult for a program like WSS Stock to generate links. Please contact us if you notice any changes in site design which impact the links generated by WSS Stock.