Main:

This screen, which loads first (unless you have configured a personalized default loading screen), is your main WatchList. Here you will create a list of symbols that you want to track. These symbols can be any valid Yahoo! Finance (USA) formatted symbol. If Yahoo! Finance (USA) has the symbol, then StockWatch can get quotes for it. This screen will show a listing of the main Watchlist, with each row consisting of the Symbol, Name, Last Price, Time/Date of Last Price, and a TapToggle box. The TapToggle box holds two values, the Price Change and the Percent Change. To toggle between the two values, simply tap on the colored box. To 'drill-down' on a symbol and see more information, simply tap the row you wish and you will be taken to the Symbol Detail Screen.

Watchlist Add/Edit:

A. To add a symbol, tap on the + icon in the upper left-hand corner of the screen.



B. To Edit your list of symbols, tap the Edit icon in the upper right-hand corner of the screen. Once activated, you are presented with a delete icon (red circle with minus) and a re-order icon (Three Grey Lines). To delete a symbol, tap the Delete icon for the appropriate symbol. You will be presented with a Delete button. Tap this button to delete the symbol from your list. To re-order your list simply tap, hold, and move the row with the Three Grey Lines symbol on the row you would like to move.

Add Symbol:

On this screen you will be able to search and add symbols to your Watchlist. To do so, simply type the Symbol or Name into the search area and tap Search. Make sure that you select the appropriate filter 'Symbol or Company'. You also have the additional filters to search from the three different regions: US/Canada, Europe, and Asia Pacific, and to use Full or Partial names.

If your search renders results, you will be presented with a listing of matches that will denote the Symbol, Company (Name), Exchange, and Symbol Type (Stock, Fund, Etc.). To add a result to your WatchList, simply tap on the row and it will be added to your Watchlist and the most current quote will be retrieved.

StockWatch has an internal database of symbols from across the major exchanges worldwide. It is possible that our internal database is missing some symbols, as the markets change and update symbols sometimes. If your searches are coming up with No Results, don't worry. If the symbol can be found on Yahoo! Finance, then it can be tracked within StockWatch. You can search Yahoo! for your symbols from the button below. Once found, take note of the exact symbol structure and search again within StockWatch. If you still get No Results and the symbol is properly structured to Yahoo! format it just means that our internal database of symbols does not have that one. To force-add the symbol to your Watchlist or Portfolio Watchlist, just tap the "Add Anyway" section and it will be added and the latest data will be retrieved.

Most non-US symbols will require the proper exchange suffix added to the symbol.
For example:

In the UK, you will need to add the ".L" suffix to the symbol.

In Australia: you will need to add the ".AX" suffix to the symbol.




Lookup on Yahoo! Finance

Tapping this button will open the Yahoo! Finance symbol search page so you can look for the properly formatted symbol for use within the App.

On this screen you will see a plethora of information specifically for the Symbol you have tapped. On the top of the screen will be four items: Last Price, Price Change, Percent Change, and an Intraday Chart (if available). Below the top section are two choices: Full Screen Charts and News. Next on this screen is all the following data (if available): Last Trade, Trade Time, Change, Percent Change, Previous Close, Open, Day Range, 52w Range, Bid, Ask, Volume, Avg. Volume, 1Y Target, Market Cap, P/E, EPS, Div, Yield.

One of the newest features of StockWatch are the Full Screen Basic and Technical Charts. The charts are in landscape orientation, so you will need to rotate your device. By default, the first time you open Full Screen Charts you will be presented with an Basic Intraday Line chart. Going forward, StockWatch keep a record of your last charting session and will use those settings until you change them. This Chart screen is comprised of the following items:

1. Date Range: 1-Day, 5-Day, 1-Month, 3-Month, 6-Month, 1-Year, 2-Year, 5-Year, and Max


2. Chart Type: Basic and Technical Analysis


3. Graphing Type: Line, Bar, Candle


4. The Chart Display


5. Technical Analysis Settings icon (gear).

Basic Charts:

You can select different charts by tapping on the appropriate toggle selections (Date Range and Graphing Type). Once you are done, simply tap the Done button.

Technical Analysis Charts:

You can select different charts by tapping on the appropriate toggle selections (Date Range and Graphing Type). To add overlays and indicators to the Charts, simply tap the Settings icon (gear) and you will presented with a whole host of overlays and indicators to choose from.

Technical Analysis Charts Settings:

Overlays: Bollinger Bands, Parabolic SAR , Splits , Volume
Indicators: MACD, MFI, ROC, RSI, Slow Stoch, Fast Stoch, Vol, Vol+MA, W%R
MA: 5, 10, 20, 50, 100, 200
EMA: 5, 10, 20, 50, 100, 200
When you are done choosing the Overlays and Indicators, simply tap the Close button and the Settings will disappear and the chart will be updated.

By tapping the News on the Symbol Detail Screen, you will be presented with a listing of the twenty most recent News items from Yahoo! Finance that are directly related to the symbol. The listings will have the News Title and the Publish Date displayed on each row. To view a News item, simply tap the appropriate row and you will be presented with an Alert asking if you would like to view this News Item in the Safari browser. If you choose to view the News item, StockWatch will close and the news item will be loaded in the Safari browser.

Main:

This is the section of that has the most features and which makes StockWatch so powerful. On the main Portfolio screen you will be presented with two things:

1. An overall "Across All Portfolios" summary. You will be presented with the following information from all of your Portfolios: Cash, Total Gain Day Gain, Cost Basis, and Value.


2. A listing of your Portfolios, denoted with a Portfolio Name and Description. From here you can 'drill-down' into your individual Portfolios, add Lots, and so much more. StockWatch comes with one Portfolio pre-made for you called My Portfolio. To change the name of this sample Portfolio, simply tap the Blue Arrow icon to be taken to the Portfolio Edit Screen. Similar to the main WatchList, you can Edit your Portfolio Watchlist which allows you the following functions: Delete and Re-order. To add symbols to a specific Portfolio, just tap on the Portfolio you prefer and you will be taken to the Portfolio Detail screen.

Portfolio Add/Edit:

Within the Portfolio Add/Edit screen you can Change the Name of the Portfolio, Change the Description, set the Cash amount in this Portfolio, and mark this specific Portfolio to be opened when the App loads. Will you also need to set the Default Tab setting to Portfolios within the settings screen. The Cash amount entered here will be used in your Portfolio Value calculations located within the Portfolio Screens. To save any changes you have made to this Portfolio, tap the Save button above.

Portfolio Detail:

On this screen you have the following information and functions:

A. Portfolio Watchlist:

The Portfolio Watchlist is visually similar to the Main Watchlist, but has more functions. Firstly, the colored boxes are not TapToggle boxes but are TripleTap boxes. These TripleTap boxes hold three values: the Price Change, the Percent Change, and the Total Gain of all Lots for that specific Symbol in this Portfolio. Additionally, tapping on a row in the Watchlist will take you to the Portfolio Symbol Detail screen.

B. The Portfolio Information:

The top area of the Portfolio Detail screen has six items: The Name of the Portfolio, the Total Gain of all the Lots for all the Symbols in the Portfolio, the Day Gain of all the Lots for all the Symbols in the Portfolio, the Cash in the Portfolio, the Cost of all the Lots for all the Symbols in the Portfolio, and the Value of all the Lots for all the Symbols in the Portfolio.

C. Add button and Edit buttons:
The add button is identical to the Add button for the Main Watchlist except that the symbols added will be placed in this specific Portfolio Watchlist instead. The Edit button is similar in function to the Edit buttons within the App where you can delete and re-order items, but these edit functions are specifically for this Portfolio Watchlist.

Portfolio Symbol Detail

On this screen you have the following information and functions:

A. Add and Edit buttons:
The add button is similar in function to the Add button for the Main Watchlist and the Portfolio Watchlist except that here you will be adding Lots to the specific symbols within your Portfolio Watchlist. The Edit button is similar in function to the Edit buttons within the App where you can delete and re-order items, but these edit functions are specifically for the Lots you have created.

B. The Symbol Information:

The top area of the Portfolio Symbol Detail screen has six items: the Symbol, the Symbol's Name or Company, the Last trade Price, the Price Change, the Percent Change, and the Last Trade date.

C. The Calculated Information:

The next section is where the values start getting calculated. This section has seven items and functions. Firstly, you have the Day Gain (Number of Total Shares owned of this symbol multiplied by the Price Change of the Last Trade). Next is Cost (Number of Total Shares of all Lots multiplied by their PPS plus their Commission). Next is the Total Gain of all the Lots. Next Is the Total Value of all of this symbol's Lots within this Portfolio (Total shares multiplied by the Last Trade Price). Next is the Total Number of Shares of all of the Lots for this symbol within this Portfolio. Next is the Number of Lots for this symbol within this Portfolio. Finally, their is a 'Details/Charts' button which, when tapped, will take you to the Symbol Detail Screen which has the Full Screen Charts, News, and the detailed information.

D. Lot Listing:

Here you have the listing of the individual Lots for the symbol in the Portfolio. As mentioned above, you can use the + button and the Edit button to manipulate the listing. Each listing consists of The Total Number of Shares Purchased, the Purchase Price, the Date Acquired, and a FourTap colored box. The FourTap box allows you to toggle between this Lot's Total Gain, Day Gain, Current Value, and Cost Basis.

To edit an exiting Lot, simply tap on the Lot's row in the listing to be taken to the Edit screen

Lot Creation/Edit

Within this Lot Add/Edit screen you can do four tasks: Enter in the quantity of shares for this Lot, the Price Per Share for this Lot, the Commission for this lot, and the Date Acquired for this Lot. Please note that the Date acquired function will take you to a Date Chooser page where you will need to choose the Date and then tap the Save button.

Sync Services:

One of the coolest features in StockWatch is the ability to backup your StockWatch data. When you first Tap the 'Sync Data' tab you will be taken to a main screen for this FREE service. From the App you will be able to Export and Import your Watchlists, Portfolios, Portfolio Watchlists, and Lots to a centralized service in case you ever need to Import that data again. Say, for example, that your iPhone/iPod crashes and you have to re-install the Operating System? Or you get that new iPad/iPhone/iPod that everyone is talking about and have a newly installed version of StockWatch but don't want to enter in all your data? Or, maybe, you have multiple devices and want to share the data between them. With the FREE StockWatch Sync Service, you now can be confident that you will never lose your data again.

The first thing you need to do is create a PIN. Tap the Setup Pin button on the top of the screen. On this screen you can read the service's Terms Of Service which everyone should do. You can always read the Terms Of Service on the StockWatch website at any time.

New Users:

To create a new PIN, simply type in the alpha-numeric PIN, re-enter the PIN, and tap the Sign Up button. If you have not yet created a PIN on this device, an account will be setup automatically for you. Please remember your PIN. Also, your account has been designated a Unique Identifier, which is a case-sensitive alpha-numeric passcode that you SHOULD WRITE DOWN ALONG WITH YOUR PIN. This Unique ID will be what you use to sync multiple device or reinitialize your data with a clean install of Stockwatch. Please make note of your PIN and Unique Identifier (found on the 'Change PIN' screen). Upon sign up, you will be returned to the previous screen which will allow you to Export/Backup Data immediately if you wish.

This screen has two dates. The first is the Date of Last Online Backup. This is the date of the LAST BACKUP that you made to the service from any device. If you have multiple devices using the same account data, your current device might not be synced with the data that is backed up online. It is your responsibility to keep track and keep record of which device has what data and all that. Every time you Export your data from ANY device, this date will be updated. The date here is the indicator of the services last backup for your account.

The second date is the Last Export from this device. This is a great way to know when you last exported your data from this device to the service. Every time you Export your data from THIS device, this date will be updated. Again, it is your responsibility to keep track and keep a record of your data, the backups made, the backup dates, your PIN, your Unique Identifier, etc.

Existing Users:

If you have multiple devices, a fresh install of StockWatch, and need to reinitialize your device with your account you can do so by selecting Existing User on the Setup PIN screen. To re-sync your device to your account, simply enter in your PIN and your Unique Identifier. Once you tap the Sync This Device button, and if your PIN and UID are valid, your account will be notified and updated that this device is using the service and would like to be synced with your account and your data. At this time, you can Export and Import all you want.

Share data between devices:

Decide which device has the best data on it.

Lets say, for example, your iPad has the data on it. Export the data to the Sync Service. Then remove the App from your iPhone and re-install the App so it is a fresh install with no data. Then go in and Setup PIN, but an existing PIN choice. Use the PIN and Unique Identifier that is on your iPad StockWatch version. Once you have synced the iPhone to that Unique ID you can then Import the Sync Service data onto that.

Backup:
To Backup your data, all you need to do is enter in your PIN and tap the button and your current data will be synced with your account. Any data that was previously backed up to the service will be overwritten with the data from the device you are Exporting from. The service DOES NOT validate or verify your exported data to see if it is different than what is on the currently stored on the service. After you have a Backup on the service you will be able to Import your data at anytime. Obviously, if you have never Backed-Up your data, you will not be able to Import until you do so.

Import:
To import your previously backed-up data, simply enter in your PIN and tap the Import button. Please be advised that Importing your previously Exported data will completely remove all of the current data on your device and replace it with the data that is located on the StockWatch service. This action CANNOT be undone, so be aware and careful.

Change PIN:
After you have created your PIN, you can return to the PIN screen by tapping the Change PIN button. This will allow you to change your PIN if you would like to. Of course, to change your PIN you will need to enter in your new PIN twice and your current PIN. If you do not know your current PIN, there is a way to reset your PIN, but you will need to contact us to find out how.

Forgot your Unique Identifier or PIN?:
To reset your PIN and Unique Identifier, do the following:

1. Sync Data > Change/Setup Pin
2. Tap the word "Unique Identifier" five times.
3. Follow prompts

Doing these steps will NOT erase your existing data from the sync service. It merely updates your records with the new UID and PIN. If you change your UID and PIN, any other devices that use your old PIN will need to be changed as well. Quickest way to do so is to remove the App from that device, reinstall the App, and setup your PIN as an existing account.

View Listing:
If you have exported your data to the StockWatch Sync Service, noted with "Date of Online Backup", you can tap this this button to connect to the Sync Service and visually confirm your backup.

On the Settings screen there two top-navigation buttons that will take you to the Security Lock screen and the About screen.

Additionally, there are six settings that you can change:

A. Turn the App sounds On/Off. StockWatch plays a quick sound when you use the TapToggle/TripleTap/FourTap boxes and the deletion of a listed item.

B. Automatic Fetch On/Off. Here is where you toggle the automatic fetching mechanism. If Auto-Fetch is Off you can manually update the quotes by tapping on the title in the top blue navigation bar (ie. WatchList, Portfolios, "My portfolio Name", etc.) on any Watchlist or Portfolio page.

C. Choose the Fetch Interval. Choose from: 15 Seconds, 30 Seconds, 1 Minute, 2 Minute, and 5 Minute fetch schedules

D. Default Commission. Set the default Commission for all Lot creation. This makes Lot creation quicker if you have a set Commission with your broker.

E. Date Format. Set the default date format for all of StockWatch's date/time stamp. The date are based on New York time and converted to your devices region settings.

F. Default Tab. If you would like for StockWatch to startup in a specific Portfolio instead of the main Watchlist, then set this toggle to Portfolio. You will need to set the Portfolio to be the default from the Portfolio details screen (where you edit Name, Description, and Cash Amount).

G. Clear Watchlist. Sometimes your Watchlist might behave strange. Maybe an item will not delete and crashes the App? Use this function to remove all Watchlist items, so you can start fresh.This function cannot be undone.

H. Clear Portfolios. Sometimes your Portfolios might behave strange. Maybe an item will not delete and crashes the App? Use this function to remove all Portfolios items, so you can start fresh. This function cannot be undone.

In case you would like further security with the StockWatch App, you can setup a Security Lock in order to keep your data private. When you tap the Security button from the Settings page, you will presented with a a breif description of the feature and a button labeled Enable Security Code.

Enable:
To turn on the Security Code feature, tap the "Enable Security Code" button. Here you will be asked to enter in a personal 4-digit code. Once you have done that, you will be asked to re-eneter the code. If your codes are identical the screen will disappear and you can resume using StockWatch. Now, when you launch StockWatch, you will need to enter in the Security Code that you just setup. If you forget your Security Code you will need to remove the App from your device and re-install from scratch. The re-installation of StockWatch will delete all of your StockWatch watchlist, portfolios, and lots. It is suggested that you utilize the StockWatch Sync Service to have the ability to import your exported data at any time.

Disable:
At anytime you can disable the Security Code feature. Just go into the Security screen, tap "Disable Security Code", and enter in your 4-digit Security Code. Once disabled, the screen will disappear and you can resume using StockWatch.

Change Code:
At anytime you can change your existing Security Code. Just go into the Security screen, tap "Change Code", and enter in your current 4-digit Security Code. If you have corectly entered in your current Security Code, you will be prompted to eneter in a new code and then re-enter it. Once changed, the screen will disappear and you can resume using StockWatch.

This screen will give you some basic information as well as four buttons that serve different purposes.

A. Tell A Friend. In-App email will be pre-populated for you to send to your friends and colleagues to tell them about StockWatch.

B. Contact Us: In-App email will start an email addressed to Toughturtle Support where you can ask us questions or report an issue.

C. Write A Review: Will send you to iTunes where you can leave a Review for StockWatch.

D. Our Other Apps: This will take you to a listing in iTunes that will showcase all of Toughturtle's Apps.

This is the manual you are reading right now. :)