Stock Doc

StockDoc is the SpeedResearch Browser's ability to integrate with Microsoft Word to create and manage and unlimited number of MS Word files to document your stock research in rich detail.  ( ** MS Word must be installed on your machine for this functionality to work, otherwise it will be disabled. This has been tested with MS Word 97 and Later.  Older versions of MS Word may not be able to 'Automatically' insert Charts or Images during file creation.  Images can still be dragged or pasted into the documents once they are opened)
 
StockDocs, similar to PortfoliDocs, allow you to document your research and trading ideas for individual stocks.  StockDocs can be created and opened from both the Portfolio Menu and the Tab Menu.   In either case, If previous StockDocs have been created for the selected stock, you will see them listed in the submenus as a Date and Time which corresponds to when the documents were created.  You can click 'Create New' to create a new StockDoc or select from one of the existing files.  Remember, when using these menu options, you will always be dealing with StockDoc files for the selected stock symbol in your portfolios. 
 
From the Portfolio Menu (Right Click the Portfolio)

Use this method to create a new StockDoc or Select an existing StockDoc and open the StockDoc Viewing Window. Simply right-click on the current portfolio to open the menu.  If you want to open an existing file, then select the file, otherwise, select 'Create New' and a new document will be created and opened with the default data and images specified in the StockDoc Settings.
From the Tab Menu (Right Click on Browser Tabs)

This is only available when the StockDoc viewing window is closed.  Use this method to automatically insert data and graphics selected on the current web page into the Selected StockDoc.  This will all happen behind the scenes without actually opening the StockDoc Viewing Window. Simply make your selection on the current web page then right-click on the current tab to open the menu.  If you want to insert your selection into an existing file, then select the file, otherwise, select 'Create New' and a new document will be created with the default data and images specified in the StockDoc Settings as well as the selected web page data.

 

StockDoc Viewing Window - When then StockDoc viewing window is open :

  • Edit your documents just like you were working in MS Word. 
  • Select data and images from the current web page and drag-n-drop the selection directly into the StockDoc viewing window to add the selection to your document.
  • Click the Horizontal / Vertical View button to switch between the two views.. Depending on your screen size, one view may be better than the other.  The browser will remember your preference.
  • Click the 'Save/Close' button to save any changes and close the StockDoc viewing window.
  • The 'Toolbars' button is there do a glitch in the MS Word interface that causes the MS Word toolbar to disappear when the StockDoc viewing window loses focus.. If you need to Toolbar, simply click the 'Toolbars' button and it will reappear.

Horizontal View Mode

Vertical View Mode

Managing StockDoc Files  --  StockDoc files are always stored in the SpeedResearch application folder, typically 'C:\program files\srbrowser\'.  You can managed these files on your own outside of SpeedResearch using your File Explorer.  Renaming or relocating them will disconnect them from SpeedResearch.  You can also manage them easily using the 'Doc File Management' tab on the settings window (see Browser Setup) for more details.

 

 

 
     

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The Financial Ad Trader
The Financial Ad Trader