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Working with Charts

Charts show the price and volume action of a particular fund, security or index over a specified time period. The volume section of each chart displays the daily, weekly or monthly trading volume for the particular security or for the component securities in the index.

To begin using charts, select Charts from the Navigation Bar. The Fund Chart screen appears. You can select any of the following by clicking the tabs at the top:

Fund Charts

Note: Charts are based on Adjusted Net Asset Value (NAV), and do not  necessarily reflect the actual price the fund was trading at on the dates shown.

The selected chart appears. Depending on the chart type, you now have the following options:

Creating Stock Charts

On this screen, you can create charts for stocks and indexes, including:

The following options are available from the Stock Chart screen. Once you have made your selections, click Go. When the chart appears, you can make new selections to edit this chart or create a new one.

The stock or index chart

Charts show the price (top) and volume (bottom) action of a particular security or index over a specified time period. The volume section of each chart displays the daily, weekly or monthly trading volume for the particular security or for the component securities in the index.

During trading hours (weekdays, 9:30 a.m. to 4 p.m.), intraday prices are delayed at least 15 minutes for securities that trade on the NASDAQ Exchange and at least 20 minutes for securities that trade on all other exchanges. Intraday prices are updated continuously throughout the trading day. Prices for all other periods are updated once per day, after 7 p.m. EST each trading day. All prices are adjusted for stock splits.

Dollars (top left of chart displaying one stock): Prices are in Canadian dollars if the security symbol ends in one of the following exchange codes: -T (Toronto), -M (Montreal), -X (Canadian Venture), -D (Canadian Dealing Network). Prices are displayed in U.S. dollars if the security symbol ends in one of these exchange codes: -N (New York), -A (American), -Q (NASDAQ) or -Q2 (NASDAQ-OTCBB).

Percent Change: In the case of comparative charts (when two or more securities or indexes are displayed on the same chart) the results are plotted based on the percentage price change for the securities or indexes for the Time Period specified. All percentage returns are calculated based on simple capital appreciation. Volume numbers and/or moving averages are shown only for the security or index entered in the first text box in the Chart Generator.

Volume: The volume section of the chart displays the number of shares purchased and sold each trading day for the particular security (and of the constituents of an index) over the calendar year.

Creating Portfolio Charts

On this screen, you can generate charts for any of the contents of a selected portfolio. Select from the following options and click Go to view the chart.

From this screen, you can also select a different client and portfolio.