• Overview
• Designer
• Warehouse
• Ranker
• Charting
• Database
• Filters
• Indexes
• Reports
• Integration

The designer is a visual map showing the organization of all the securities in the HGSI Group Database.

There are three types of groups in the Group Database:

• HGS Reference Groups
  All the securities are organized into the preset groups listed under HGS Reference Groups. The All Securities reference group is the most popular group referenced by users who build their own filters and User Groups.
• SmartGroups(tm)
  Unlike the HGS Reference Groups where each security has a predetermined group, the securities contained in a SmartGroup are assigned dynamically every time the HGS database is updated. Since the database is updated daily, the securities within a SmartGroup can change from day to day. This occurs because SmartGroups are associated with filters and combination ranking criteria developed by HGSI using the same tools as any user.
• User Groups
  A user can create as many user defined groups as needed, organizing them into folders and sub-folders. There are many different ways to create User Groups. E.g. by dragging and dropping groups from the Reference Groups and SmartGroups, or by using a filter in the Designer, Warehouse or Ranking Windows. User Groups can also be created by importing a list of symbols generated outside of HGSI.

In the Designer image below, the three types of groups are highlighted in yellow. Under User Groups there is a group called My Portfolios containing seven sub-groups. Notice the seven indexes in the right hand window pane. Most groups in the Group Database automatically have an index for the group. This is a standard feature of HGSI not found in other software. Used in other HGSI tools, these three indexes can be ranked to compare the performance of the User Groups.

 

FILE MENU OPTIONS:

TOOLS MENU OPTIONS:

Copy Symbols To Clipboard Symbols can be copied as a comma separated list or as a text column Export Groups As Lists Export an entire symbol list from a single group or a group containing sub-groups such as the Industry Monitors industry groups, Sectors, Market Index Components, User Groups, etc. Export Groups As ASCII Export all the historical price and volume information for each symbol in a group or collection of groups. If the selection includes all sub-groups then all the groups exported will retain the original structure of groups and sub-groups. Equis Metastock Utilities Export groups of stocks into the Metastock file form ant for use by Equis Metastock program or any other program that can read this file format. Files can be created for 255/2000/6000 securities per folder. There are a large variety of options including keeping the exported files updated and the ability to append individual securities or entire groups to an existing Metastock directory. Add Securities To QuoteTracker QuoteTracker is an online real-time service provider of stock quotes. You can download a free copy of QuoteTracker from www.quotetracker.com. When installed, HGSI will recognize the software and provide additional features that let HGSI Groups be tracked real-time. Export/Import User Groups Exports a HGSI system file that can be imported by another copy of HGSI. Exported User Groups are used for backup and sharing with other users. Group Properties Sets indexing options for individual groups such as "No index for this group; Use global settings for this group's index; Use these specific settings for this group's index"

Build Index Builds a group index for the select group folder Build All Indexes Builds indexes for every group in the group database. Global Index Options Opens the Global Index Options window where you can set a variety of different index types such as Equal Dollar, Price, Market Cap, etc. Here is where you also set the Index Start Date either as a fixed date or a relative start date from some user specified point in time such as Friday this week going back 52 weeks. Group Performance Analysis (GPA) Brings up a dialog box of options used to produce an HTML report of one or more selected groups. The GPA report computes the profit/loss of a group of stocks using the starting and ending trade dates provided by the user. Options include indicating a Long/Short position; fixed number of shares for each security in the group or an equal doll investment based on some dollar amount. (See Reports)