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FAQ's,
TIPS & TROUBLESHOOTING
GENERAL
-
Why should I choose STEX Investor Software?
- STEX
software on Microsoft VISTA and/or WINDOWS 7
- Using
a mouse wheel on STEX software
- How
do I back up my data to diskette, zip drive or CD
- STEX
PORTFOLIO MANAGER
- Cash
Book vs Bank Accounts
- Treatment
of Current Takeovers, Issues, Mergers, etc.
- Gains
and Losses not showing on transactions (v8)
- Replacement
of component Cmndlg32.ocx
- I
Can't Find Dividend Transactions I've entered - where are they kept?
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- How
to deal with Instalments when Final Payment Made
-
- How
to Treat Managed Funds
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- How
can I reverse a Capital Return entry I have made in error?
- You
have deleted a Sale but now cannot enter that sale again
(version 7 only)
-
- How
do I alter a Transaction incorrectly Entered and Saved
-
- I
have Trouble obtaining Market Values using Metastock Data - help?
-
- What
does "Path Not Found" error mean?
- STEX
CHARTING & DOWNLOADING DATA
- What
are the Advantages of Downloading via STEX Download Service
- Replacement
of component Cmndlg32.ocx
- Type
mismatch error when displaying some charts
- During
data update the process appears to stop
- Error
20007 when opening Adjustment list
- Unwanted
Options & Warrant adjustments added to adjustment list
- Data
Download and Update problem with stock AUX (25/11/03)
- How
to Easily Remove Stocks from Name File
- How
to Easily Remove unwanted Adjustments from the Adjustments Lists
- I'm
Not Interested In Receiving Data for Warrants - what do I do?
- I'm
Only Interested in Receiving Data for Particular Stocks due to disk
space problems - how do I do this?
- What
to do when message "There have been adjustments added to the Adjustments
List." appears
- I
have an All Outstanding Data Collected Message but charts not updated
- The
Downloaded Chart Data Obviously Incorrect - what do I do?
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WHY
SHOULD I CHOOSE STEX INVESTOR SOFTWARE?
- The
software has a proven and well regarded track record since 1988.
- It
is reliable and easy to navigate and use
- STEX
Charting provides both the experienced and novice investor with more
than enough tools to effectively analyse and track stock markets.
- STEX
Portfolio Manager has consistently been the number one portfolio management
system in Australia and over the years has been updated and upgraded
to deal with ever changing trading and tax environments.
- There
is ongoing customer support once the software is purchased at no further
cost.
- Free
updates are available from our website (Major upgrades are supplied
at minimal cost)
- Upgrades
include input from accountants, financial planners, stockbrokers and
our private clients
- It
is considered to be the most affordably effective investment software
available worldwide STEX Investor Software is proudly Australian
-
- Return
to Contents
HOW
DO I BACK UP TO DISKETTE, ZIP DRIVE OR CD
BACKING
UP TO DISKETTE, ZIP DRIVE OR MEMORY STICK
- Always
backup to a single folder on the drive eg. drive:\Portfolio
Backup\
- Click
on File > Folder Locations.
- In
the Portfoio Data BACKUP box type in E:\Portfolio Backup\ (or
whatever you wish to name the folder). This path will automatically
be created on the diskette when the backup is done.
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- BACKING
UP TO / RESTORING FROM CD
- To
do this you must have a formatted read-write CD.
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- The
folders you need to backup are:-
- For
STEX Charting
-
Stexwin\Data (charting data files)
- Stexwin\Chtmisc
(saved trendlines, text, etc.)
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- For
STEX Portfolio Manager
- (version
8 or 9 ) Stexwin\Portfolio Data (portfolio data files)
- (version
7 only) Stexwin\Pfdata (portfolio data files)
- Stexwin\Pfvals
(market values files)
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STEX
SOFTWARE ON MICROSOFT VISTA and/or WINDOWS 7
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VERSION 9 is compatible with both Windows VISTA and WINDOWS 7.
- NOTE:
When installing install 'as Administrator' as follows:-
- Display
the contents of the installation CD. Click Setup.exe with your
Right-mouse button and select 'Run as Administrator'
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- Previous
versions:-
- Version
8 - upgrade recommended - contact STEX (03) 9646 0109
- May
experience some problems with both VISTA and Windows 7.
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1. The STEX Data Downloader needs a minor update.
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- 2.
The help files do not display.
- Click
here to for STEX Charting 8 update
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- Version
7 - upgrade required
- contact STEX (03) 9646 0109
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USING
A MOUSE WHEEL ON STEX SOFTWARE
- Logitech
optical mouse with software installed has been tested and works well.
- Other
brands not tested but should work if mouse software installed
Return
to Contents
STEX
CHARTING and DOWNLOADING DATA
REPLACEMENT
OF COMPONENT COMDLG32.OCX
- (Charting
9 and/or Portfolio Manager 9)
- On
some early releases of version 9 upgrade this file was missing.
- Click
here to download and instal the file.
Return
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TYPE
MISMATCH ERROR WHEN DISPLAYING SOME CHARTS
(Charting
8)
- Can
occur after corupt download of fundamental data on 29/9/06.
- Fundamental
data corrected with download 2/10/06.
- Download
and install the latest Charting 8 update
-
Click
here to for STEX Charting 8 update
Return
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DURING
DATA UPDATE THE PROCESS APPEARS TO STOP
- (Charting
8)
- Occurs
on some computers with Windows XP.
- During
data update, the progress window (Downloaded Data Update) appears to
stop updating.
- Download
and install the latest Charting 8 update
-
Click
here to for STEX Charting update
Return
to Contents
DATA
DOWNLOAD PROBLEM 25/11/03 WITH STOCK AUX
-
Return
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ERROR
20007 WHEN OPENING ADJUSTMENT LIST
- (Charting
8)
- This
can happen if the adjustment list file is corrupted.
- The
file Adjust.Lst needs to be deleted.
- Use
Windows Explorer or My Computer to find the file Adjust.Lst that
will be located in the \Stexwin\Data folder.
- Delete
Adjust.Lst (Click Adjust.Lst with your right mouse button and select
Delete )
- Ensure
that you download the latest update for STEX Charting from the Support
> Updates & Downloads page of this website
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UNWANTED
OPTIONS & WARRANT ADJUSTMENTS ADDED TO ADJUSTMENT LIST
Put
& Call options adjustment items may have begun to be added to
your adjustment list. The update below will prevent these from being
added if you are not receiving Options data. The update also allows
easy removal of the items added recently.
Download
and install the update for your version of STEX Charting then:
*
Click on Tools > Adjust Data for Issues > Automatic Adjustments.
There are now 2 new items in the Edit menu that allow removal
of unwanted options and warrant adjustments - Click Remove ASX.OPT
and OPT from List and then Remove ASX.WNT and WNT from List.
Click File > Save and exit.
*
Click on Download>Stex Download>Data>Download Settings
and ensure that only SUM and IDX are ticked. Save
and exit the Download screen.
*
If you do not wish to receive warrants click on Download>Download
Settings and select Update all stocks but exclude Warrants.
Save.
*
Then click on File>Open>NameFile>Edit>Remove Warrants
from List. Then File>Save.
-
Click
here to for STEX Charting update for Version 7F and 8
Return
to Contents
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ADVANTAGES
OF DOWNLOADING VIA STEX DOWNLOAD SERVICE
The
software has been specifically designed to suit this service making
downloading simple and quick and from within our STEX Software. Unlike
most data suppliers, our daily data is supplied with a maintenance file
which adjusts data for name changes, new issues, stock, option and warrant
deletions, bonus issues, splits, price corrections, and dividends. This
means your computer does not hold outdated information and you don't
have to do these adjustments manually - a time consuming exercise that
can be a real headache!
- Also
at no extra cost, all our data is supplied with Fundamentals - such
as P/E ratios, Yield, when Dividends are Payable, the amount of the
last dividend, etc.
- Free
history data is supplied to STEX Data Download clients using STEX Charting
in the event of loss.
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"ALL
OUTSTANDING DATA COLLECTED" MESSAGE BUT CHARTS NOT UPDATED
Occasionally
data doesn't download properly due to an interruption on the internet
or telephone line and our computers register the data as sent. If this
occurs, you can still collect the data.
- Click
Data > Collect Data for Particular Date
- In
the window that appears data for a single day or a group of days can
be collected.
- Click
Collect for Specific Dates and the data will be re-downloaded
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AN
EASY WAY TO REMOVE UNWANTED ADJUSTMENTS FROM THE ADJUSTMENTS LIST
In
the Adjust Column ("ADJ") change the letter against all those items
you wish to remove to D instead of Y or N . Click Remove Items Marked
D on the menu bar.
Return
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AFTER
DOWNLOADING FROM STEX A MESSAGE APPEARS "THERE HAVE BEEN ADJUSTMENTS
ADDED TO THE ADJUSTMENTS LIST."
- (Charting
8)
- The
Adjustment List Window will appear
- Click
MAKE ADJUSTMENTS
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- Return
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NOT
INTERESTED IN RECEIVING DATA FOR FOR WARRANTS
To
remove all warrants from NAME FILE :-
- Display
The Name File
- Click
Edit > Remove Warrants from List
- Click
File > Save
- To
prevent warrants from future updating :-
- Click
Download > Download Settings.
- Click
Edit Update List
- Select
Update ALL stocks but exclude Warrants Click
- File
> Save List
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- Return
to Contents
ONLY
INTERESTED IN UPDATING PARTICULAR STOCKS
Click
Download > Download Settings
- Click
Edit Update List Select Update ONLY the stocks Listed below
- Using
the right hand list, check all those stocks you wish to keep in the
list .
- When
finished click Add Checked items to list.
- Click
File > Save List then exit.
- Remove
stocks you don't want from the NAME FILE and SAVE. (See EASILY REMOVING
STOCKS )
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EASILY
REMOVING STOCKS FROM NAME FILE
Open
Name File
- In
the Category Column ("Cat") change the number of those stocks you are
no longer interested in to a number not already used in the Cat Column
i.e. 77.
- Click
Edit > Sort List > Sort by Category. All the stocks you don't
want will be grouped together.
- Highlight
these then click Edit > Delete Rows.
- Save.
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DOWNLOADED
CHART DATA OBVIOUSLY INCORRECT
Open
the relevant chart.
- Click
the moving grid icon on the toolbar (dotted right angle). Move the mouse
so that the vertical line is over the incorrect data
- The
date of that data will be displayed on the grid below.
- Close
the chart Open Data File
- Select
the affected stock and find the corresponding date
- Make
the necessary corrections and save.
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- Return
to Contents
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STEX
PORTFOLIO MANAGER
CASH
BOOK vs BANK ACCOUNTS
(Portfolio
version 9)
- Bank
accounts have been retained in version 9 for backward compatability
with previous versions.
- Users
should try and change over to the Cash Book(General Ledger) method.
- The
cash book is far more flexible than the old bank account method. A breakdown
of income or payments is easily obtained. (i.e Interest , Bank Charges)
A bank reconcilliation for each is also available within the cash book.
- There
are also 4 extra reports and 3 cash book transaction reports available
when the cash book is turned on.
- There
is automatic update of cash book during trading data entry e.g. buys,
sells dividends etc
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CAN'T
FIND DIVIDEND TRANSACTIONS
Open
Transaction List.
- On
menu bar click SHOW DIVIDENDS.
- To
return to the Trading Transaction List click SHOW TRADING
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HOW
TO DEAL WITH INSTALMENTS WHEN THE FINAL PAYMENT MADE
When
all instalments have been paid the stock will convert to a full share.
- To
deal with this, all that needs to be done is a code change
- Click
Tools > ASX Code Changed.
- Enter
the old ASX code eg. TLSCB for Telstra instalments
- Enter
the new ASX code eg.. TLS for full Telstra share
- Click
Make Changes and all necessary changes will be made.
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HOW
TO TREAT MANAGED FUNDS
Treat
these as an equity.
- You
will have to allocate your own unique code (max. 6 characters). This
can be done either: when entering data in the Transaction Data Entry
window or by adding your unique code to the ASX list prior to entry.
- When
receiving income from a managed fund you may need to use the Extended
Dividend option to enter the approriate headings for that particular
portfolio.
- Do
do this Click Tools > Preferences Click the arrow beside Edit extended
Dividend Headings
- Enter
the appropriate headings.
- Save
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TRANSACTION
INCORRECLY ENTERED AND SAVED
Open
the Full Transaction List - this is the only place corrections can be
made.
- Click
on the cell that needs editing then select Edit > Edit Selected Transaction
- Edit
the items necessary then click Sava and Update Changes
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YOU
HAVE DELETED A SALE BUT NOW CANNOT ENTER THAT SALE AGAIN
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- (version
7 only)
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- When
making a sale the number of units in the Holding Column of the Buy Transactions
is reduced by the number of units sold. If
you manually delete a sale from the Transaction List, you MUST also
correct the Holding Column of the Buy Transaction (i.e. add the units
back) or else you may not be able to enter a sale against that transaction
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HOW
CAN I REVERSE A CAPITAL GAIN ENTRY I HAVE MADE?
Enter
another capital return for that amount using a minus figure eg. -1200.00
This will cancel out the original entry.
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- TROUBLE
OBTAINING MARKET VALUES USING METASTOCK DATA
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- You
may have duplicate data files in Metastock - these need to be removed.
Your data supplier will have provided you with a Metastock downloader
which should allow you to check for and remove duplicate files. Once
this is done, you should be able to create a market value file within
STEX Portfolio Manager
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ERROR
- "PATH NOT FOUND"
This
means your STEX Portfolio Manager is not finding the right folder to
execute the job required i.e. a path setting is incorrectly entered.
- To
rectify this situation:
- Click
File>Folder Location and then click the arrow beside Portfolio Data
window.
- Select
the drive in which you have installed STEX Portfolio Manager and then
select the (version 8) STEXWIN\PORTFOLIO DATA folder (version 7) STEXWIN\PFDATA
folder SAVE. Return to Contents
Return
to Contents
GAINS
& LOSSES NOT SHOWING ON TRANSACTIONS
During
the conversion of the version 7 files to the version 8 format the
capital gains and losses are not showing on the Transaction list or
the Realised Capital Gains Report.
Click Capital Gains > Recalculate Gains & Losses
/ Add Industry Classifications
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