Navigation Tabs
Navigating your way around Easy Fundamentals is very simple. Just use the Navigation Tabs that are placed along the top of the screen. The Load Tab is displayed by default.
There are nine tabs in total and they consist of the following:
I will now describe each tab in detail so that you learn how to use Easy Fundamentals.
TopThe Load Tab is where the data is loaded into the program and the Exchange, Sector or Indstry is selected for viewing.
I will now run through each main part of the "Load Tab" so that you learn how to use the program properly.
Loading a Datafile into Easy Fundamentals is very simple. Just click on the "Load Datafile" button.
(Easy Fundamentals Datafiles are ".CSV" files and they can be viewed in a spreadsheet program like Microsoft Excel or Open Office.)
Then select the file that you wish to load in the File Listbox that is displayed on the screen and then click the "Open" button. The File Listbox opens to the "C:\Easyfund\Data Updates\" folder by default. This is where you should store you Easy Fundamentals Datafiles.
You will now notice that the Datafile that wish to load is displayed in the Textbox next to the "Load Datafile" button. Now you need to choose the Exchange that you wish to view in the "Load Exchange" Listbox. See the next section titled "Load Exchange".
Easy Fundamentals Datafiles contain data for the following four Stock Exchanges:
| ASX - Australian Stock Exchange |
| AMEX - American Stock Exchange |
| NASDAQ - NASDAQ Stock Exchange |
| NYSE - New York Stock Exchange |
You need to select an Exchange before you can view a Datafile. Selecting an Exchange is a easy as clicking on one of the four Exchanges that are listed in the "Load Exchange" Listbox. In the example below the NASDAQ Stock Exchange has been selected.
Once you have selected the Exchange that you wish to view just select the "View Tab" to view it.
TopEach of the four Stock Exchanges that are included in Easy Fundamentals Datafiles are split into the following nine Sectors:
| Basic Materials |
| Conglomerates |
| Consumer Goods |
| Financial |
| Healthcare |
| Industrial Goods |
| Services |
| Technology |
| Utilities |
To view all of the stocks in a particular Sector of an Exchange just click on the Sector that you wish to view in the "View Sector" Listbox.
Once you have selected the Sector that you wish to view just select the "View Tab" to view it.
Each of the four Stock Exchanges that are included in Easy Fundamentals Datafiles are split into 215 different Industries.
To view all of the stocks in a particular Industry of an Exchange just click on the Industry that you wish to view in the "View Industry" Listbox.
Once you have selected the Industry that you wish to view just select the "View Tab" to view it.
The "View Tab" is displayed by default when you first start the program. You will notice that the last datafile and Exchange that you were viewing are displayed in the Datagrid.
The "View Tab" is where the data from each Exchange/Sector/Industry that you have selected is viewed.
The following picture is a screen shot of the "View Tab".
I will now run through each main part of the "View Tab" so that you learn how to use the program properly.
The "View Tab" Datagrid is where the data of each and every stock in the Exchange/Sector/Industry that you are viewing is displayed.
The data for each stock is on its own separate line. There are 32 columns in all and each column has a header, so that you know what the data in each column is. There are horizontal and vertical scroll bars so that you can easily view all of the data contained in the Datagrid.
I have also frozen the first column, which is the "Symbol" column, so that no matter where you scroll to on the Datagrid the Column Headers and the Stock Symbol are always visible.
I have also tried to lay out the columns so that all of the Earnings Ratios are together, and all of the Dividend Ratios are together etc.
To select a stock in the Datagrid you just have to click on that stock (row) with your "Left Mouse Button". It doesn't matter which cell/column you click in, as any cell you click in means that stock (row) has been selected. The actual cell that you clicked will be highlighted or if you click in the little column to the left of the Symbol column the whole row will be highlighted.
Selecting a stock in the Datagrid
In the example above I have selected Apple (AAPL) by clicking on APPL in the Symbol column.
The columns in the Datagrid can be sorted by clicking on the column header with your "Left Mouse Button". Text columns (eg. Symbol, Name, Sector, Industry) will be sorted A-Z. If you click on the sorted column header again the column will be sorted Z-A. Numerical columns (eg. Price, PE Ratio, EPS, DPS) will be sorted Lowest - Highest. If you click on the sorted column header again the column will be sorted Highest - Lowest.
Datagrid columns can be made wider or narrower with your mouse, just like the columns in a normal spreadsheet.
All you have to do is move your cursor up to the “Column Header” of the column that you wish to make wider/narrower. Then hover your cursor over the “Right border” of that , until your cursor changes to a horizontal “Double-ended” arrow.
Now to make your column wider just “Click and hold down” your “Left Mouse Button” and “Drag” the column border to the “Right”. To make the column narrower jut “Drag” the column border to the left.
If you wish to view all of the details of a particular stock without scrolling all the way across the Datagrid, just “Select” that stock in the Datagrid. All of the stock's details will be listed in the Textboxes down the right-hand side of the screen.
In the example above I have selected Apple (AAPL) in the Datagrid and all of the details for Apple are displayed in the appropriate textboxes.
The Alphabet Buttons enable you to filter the stocks that are displayed in the Datagrid by the first letter of their Company Name. For example, if you wanted to view a stock whose name started with the letter “R”, just click on the “R” Button. Then all of the stocks whose name starts with the letter “R” will be displayed in the Datagrid.
The “View All Stocks” Button allows you to view all of the stocks in your chosen Exchange in the “View Tab Datagrid”.
You may have been viewing a particular Sector/Industry of an Exchange, or you may have performed a search, or filtered the Datagrid with the Alphabet Buttons, and now you wish to view the whole Exchange again. Well you can by simply clicking on the “View All Stocks” Button.
In the data for Easy Fundamentals I have included one major index for each Exchange. I will list them out below:
| Exchange | Index |
|---|---|
| ASX | ASX 300 |
| AMEX | AMEX 50* |
| NASDAQ | NASDAQ 100 |
| NYSE | S&P 500 |
To view the major index for the Exchange that you are viewing in the “View Tab Datagrid” just click on the “View Index” Button. The actual text on the button varies with each Exchange that you are viewing. SO if you are viewing the NASDAQ Exchange then the “View Index” button will have “NASDAQ 100” on it and so on.
To view the entire Exchange again in the “View Tab Datagrid” just click on he “View All Stocks” Button.
I have included a Favourites List into Easy Fundamentals.
To display the fundamental details of all of the stocks in your Favourites List in the “View Tab Datagrid” just click on the “View Favourites” Button.
The Favourites List is filtered by the Exchange that you are currently viewing in the “View Tab Datagrid”. So if you are viewing the NASDAQ Exchange then all of your stocks that are in the NASDAQ Exchange in your Favourites List will be displayed in the “View Tab Datagrid”. To view the stocks in your Favourites List that are listed in another Exchange then just load that particular Exchange via the “Load Tab”.
To manage your Favourites List refer to the section titled “Favourites List Tab”.
The “Add to Favourites” Button allows you to add a stock to your Favourites List.
To add a stock to your Favourites List just select that stock in the “View Tab Datagrid” and click on the “Add to Favourites” Button.
To manage your Favourites List refer to the section titled “Favourites List Tab”.
The View Extra Details Tab allows you to view extra fundamental ratios and financial statements from Yahoo Finance.
(Please note: You need to be connected to the internet for this tab to function properly.)
I will now run through each of the “View Extra Details Tab” Buttons below.
The “View Key Statistics Button” gives you access to extra fundamental ratios and information from Yahoo Finance.
Just select a stock in the “View Tab Datagrid” and click on the “View Key Statistics Button”.
The “View Income Statement Button” lets you view the Income Statement for a particular stock from Yahoo Finance.
Just select a stock in the “View Tab Datagrid” and click on the “View Income Statement Button”.
The “View Balance Sheet Button” lets you view the Balance Sheet for a particular stock from Yahoo Finance.
Just select a stock in the “View Tab Datagrid” and click on the “View Balance Sheet Button”.
The “View Cash Flow Statement Button” lets you view the Cash Flow Statement for a particular stock from Yahoo Finance.
Just select a stock in the “View Tab Datagrid” and click on the “View Cash Flow Statement Button”.
The “View Price Chart Button” lets you view the Price Chart for a particular stock from Yahoo Finance.
Just select a stock in the “View Tab Datagrid” and click on the “View Price Chart Button”.
By default the chart that is displayed is a Weekly Candlestick Chart with the 50 & 200 Day Simple Moving Averages placed on it.
The “Compare Stocks Tab” allows you to compare the fundamental details of two different companies at the same time.
I will now run through the main features of the “Compare Stocks Tab” below.
The “Compare Stocks Datagrid” is very similar to the “View Tab Datagrid” except that it is a lot smaller. It is mainly used for selecting stocks that you want to compare and not for viewing fundamental information, as it is too small for this.
The “Compare Stocks Datagrid” works in exactly the same way as the “View Tab Datagrid” in regards to selecting a stock and adjusting the column width.
By default the Exchange/Sector/Industry or search results that are loaded into the “View Tab Datagrid” are also displayed in the “Compare Stocks Datagrid”. The only thing which doesn't work on the “Compare Stocks Datagrid” is the “Alphabet Buttons”.
Comparing Stock Details in Easy Fundamentals is very simple. You will notice that there are two sets of stock details textboxes on the right-hand side of the screen. The set to the far right is controlled by the “View Tab Datagrid” and the set to the left of this is controlled by the “Compare Stocks Datagrid”.
Comparing Stock Details is a very handy feature, especially when you are viewing stocks from the same Sector/Industry or viewing the results of a search.
Easy Fundamentals works out the averages of certain financial details/ratios and displays them in the textboxes titled “Averages” every time that the “View Tab Datagrid” is loaded.
So every time that you load an Exchange/Sector/industry into the “View Tab Datagrid” (or perform a search) Easy Fundamentals calculates the averages of certain figures/ratios.
Performing a search in Easy Fundamentals is very simple. Just load up the “View Tab Datagrid” with the Exchange/Sector/Industry that you wish to search then click on the “Search Tab” and select your search query. Then click on the “View Tab” to view the results. If you wish to perform another search on those results then just click the “Search Tab” and select another search query.
Basically, every time you select a search query Easy Fundamentals filters the stocks that are displayed in the “View Tab Datagrid”. So you can select as many or as few search queries as you want to. If you wish to start a new search then you will have to load the exchange (just click on the “View all Stocks” button on the “View Tab”.), Sector or Industry (Select the Exchange and Sector/Industry that you wish to search on the “Load Tab”.) into the “View Tab Datagrid” again.
There are two types of search queries that Easy Fundamentals performs.........Price based and ratio based. I will now run through the actual search queries below.
**Please also note that at the time of writing I have had to place a “0” (zero) in some of the columns to get the program to run properly.
For example, if a stock doesn't pay a Dividend then the Dividend Yield column will contain a "0". This means that if you are running a search query to find stocks with a “Dividend Yield of < 'X'” your search query will return all of the stocks that do not pay a dividend as well.
To remove the stocks that do not pay a dividend from your search results just run a second search query of “Dividend Yield > 0”. This will remove all of the stocks that do not pay a dividend from your search query results. This is true for several other ratios as well, and you will find that I have included a search query of “XXXXXXX Ratio > 0” so that you can remove all of the stocks with a “0” in that particular column.
There are eleven different fundamental ratios/details that you can perform a search query on and they are as follows:
(* I understand that Price & Book Value are not a fundamental Ratio but the search query is performed in the same way so I have included them.)
Ratio based search queries are performed by clicking on a query in a pre-program combobox. All you have to do is click on the little arrow on the right-hand side of a combobox and a list of search queries for that ratio will appear (like a drop-down menu).
Then you just click on one of these queries and Easy Fundamentals will filter the stocks that are displayed in the “View Tab Datagrid” according to the query that you just performed. You can click on only one of the search queries before viewing the results in the “View Tab Datagrid”, or you can click on as many as you like, it doesn't matter.
There are six different price based search queries in Easy Fundamentals and they are as follows:
Performing a price based search query in Easy Fundamentals is a easy as clicking a button. Just click on the button beside the search query that you wish to perform and that is it.......the search has been done. You can click on only one of the search queries before viewing the results in the “View Tab Datagrid”, or you can click on as many as you like, it doesn't matter.
Viewing search results in Easy Fundamentals is very simple. You just click on the “View Tab” and view the results in the “View Tab Datagrid”.
The “Favourites List Tab” is where you manage your “Favourites List”. This tab allows you to view the stocks that make-up your “Favourites List” and also allows you to delete stocks from it.
I will now run through the main features of the “Favourites List Tab” below.
Viewing the constituents of your “Favourites List” in Easy Fundamentals is very simple. Just click on the “Favourites List Tab” and the stocks that make-up your “Favourites List” are displayed in the Listbox on the left-hand side of the screen.
(**Please note: This list only displays the stock “Symbol”.)
(**Another note: This listbox displays 'ALL' of the stocks that are in your “Favourites List” from “ALL” of the Exchanges that Easy Fundamentals covers.)
This Listbox always displays your “Favourites List” in alphabetical order to make it easier for you to manage.
Also, when you first install Easy Fundamentals your “Favourites List” is empty, so this Listbox will be empty as well. When you have saved enough stocks to your “Favourites List” to fill the Listbox entirely, a scrollbar will appear on the right-hand side of it that will enable you to scroll up & down so that you can view/manage your list of stocks with ease.
If you wish to edit/view your “Favourites List” outside of Easy Fundamentals you will find it as a text file at the following address:
Deleting stocks from your “Favourites List” in Easy Fundamentals is very simple.
Just select the stock that you wish to delete in the “Favourites List Listbox” by clicking on it with the “Left Mouse Button”, the click on the “Delete Button”.
The "Add to Favourites" Button allows you to add a stock to your Favourites List.
To add a stock to your Favourites List just select that stock in the "View Tab Datagrid" and click on the "Add to Favourites" Button.
To display the fundamental details of all of the stocks in your Favourites List in the "View Tab Datagrid" just click on the "View Favourites" Button.
The "Update Data Tab" is where you can obtain the latest data update files from.
You can also obtain the latest data updates for Easy Fundamentals form my website using the following link:
I will now run through the process of obtaining the latest data updates.
(**Please Note: You must be connected to the internet for this tab to function properly.)
To obtain the latest data update for Easy Fundamentals click on the "Update Data" Button located underneath the web browser.
Then click on one of the following links:
If you wish to obtain the data update via filling out an offer then click on the "Fill out an offer" link. Then once the next page opens you need to select the data update that you wish to download and fill out the offer and download the update.
If you wish to purchase the update via PayPal then click on the "Buy Now" Button. You will then be taken to the PayPal website where you can purchase the latest update. After purchasing you will be taken to the download page.
(**Please Note: The data updates are named by date so please don't change the name. For example the update for the 2nd March 2012 is titled EF20120302.csv)
The "Fundamental Analysis Tab" is where you can learn all about Fundamental Analysis.
The "Ratio Analysis" link provides you with a brief description of the Fundamental Ratios that are available in Easy Fundamentals.
The "Fundamental Analysis Articles" link takes you to some Fundamental Analysis articles that are on my website.
The "Technical Analysis Articles" link takes you to some Technical Analysis articles that are on my website.
The "Help Tab" (where you are now) is where you should head to if you need any help at all in using Easy Fundamentals.
