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User Guide

1. Introduction

Thank you for using iTrade !

iTrade is a Weekly Trading system written in Python featuring quotes importation and stock charting, candlestick and technical analysis, automated alerts, portfolio management and evaluation, and much much more.

2. Installing

2.1. Installing under Windows

iTrade Installation procedure concerns Windows XP.

For previous Windows versions, you need to verify that Windows Installer (MSI) is available ; otherwise, you have to download and install it from a website like http://www.microsoft.com/downloads/details.aspx?FamilyID=cebbacd8-c094-4255-b702-de3bb768148f&DisplayLang=en for Windows 95, 98, and Me or http://www.microsoft.com/downloads/details.aspx?FamilyID=4b6140f9-2d36-4977-8fa1-6f8a0f5dca8f&DisplayLang=en for Windows 2000 and Windows NT 4.0

NB: installation procedure is manual ; authors will provide a full binary package with an easier installation process as soon as iTrade software will be more stable and more "end-user".

Installing Python version 2.5

    Version 2.5 of Python is available through the link http://www.python.org/download/ where you have to select Python 2.5 Windows Installer and download Python-2.5.msi

Installing wxPython version

    wxPython is the library used by iTrade to provide Man Machine interface (MMI) like windows, menus, lists and various dialogboxes. You need a recent version like version available through the link http://www.wxpython.org/download.php.
    For now, select version win32-ansi pour Python 2.8 under filename wxPython2.8-win32-ansi-
    Be carefull to download a wxPython version compatible with your Python installation (2.5 in our case) and using ANSI package (UNICODE package is used by the new iTrade versions starting with 0.4.6).

Installing Numpy version 1.0.1

Installing MatPlotLib version 0.87.7

After downloading these four software, and if you don't already do that during the process, you have to install them in this order : Python, wxPython, Numpy then Matplotlib.

Installing iTrade

    After unpacking iTrade in itrade/ folder, look for a file named itrade.py and then create a shortcut on the desktop.
    Then launch the software using the shortcut.

Also, do not forget to read at a regular basis the website http://itrade.sourceforge.net/index.htm to know about the news and, if proposed, update your release of iTrade software.

3. Starting

3.1 Language selection

to start using default language of the system :
    python itrade.py

to start using US language :
    pyton itrade.py --lang=us

to start using French language :
    pyton itrade.py --lang=fr

Language packs are inside the data/ folder with the following filename convention : lang.messages.txt, where lang can be FR or US. You can edit these files are your own peril !

NB: adding a new language is not possible without twickling the source code ; future release will fix this.

4. Settings and Preferences

5. Quote Data

6. Main Matrix

6.1 Matrix view

You can reach the Matrix view from the main screen by clicking on the View main menu item then clicking on the Quotes menu item.

6.2 Portfolio view

You can reach the Portfolio view from the main screen by clicking on the View main menu item then clicking on the Portfolio menu item.

6.3 Stops view

You can reach the Stops view from the main screen by clicking on the View main menu item then clicking on the Stops menu item.

6.4 Indicators view

You can reach the Indicators view from the main screen by clicking on the View main menu item then clicking on the Indicators menu item.

7. Portfolio

7.1 Portfolio screen

7.2 Transactions

8. Quote View

8.1 Graph panel

8.2 Intraday panel

8.3 News panel

8.4 Analysis panel

9. Risk Management

10. Alerts

11. Analysis