Axial Finance Expert
For Traders and Day Traders
Stock Exchanges - Markets
- Global stock exchanges available in real-time [see available exchanges]
- Real-time Forex with Tick Volume [see available pairs]
- Automatic update of financial instrument lists for stock exchanges
- Creation of an unlimited number of personal instrument lists
- Selection of instruments by market segments, indices, and business sectors
- Fact sheet for each instrument
- Display of the latest known exchange rates for major currencies
- Quick search for instruments by name, ISIN code, or symbol
- Personalization of business sectors
Price History Updates
- Multiple methods for updating price history depending on the subscription, with history
stored locally for offline software use:
- Automatic download of prices when instruments are displayed in charts
- Bulk automatic download of "end-of-day" prices for selected stock exchanges upon software startup
- Bulk download by markets or instrument lists of "end-of-day" price history
- Bulk download of intraday price history over 12 months in 1-minute ticks
- Up to 40 years of "end-of-day" price history provided with the software for stocks from major global exchanges
- Import and export of "end-of-day" and intraday price history via text or Excel files, using predefined or custom formats
- Enable/Disable dividend adjustments for price display in charts
- Stock splits and price history updates
Technical and Chart Analysis
- Creation, storage, and recall of workspaces (unlimited number)
- Price charts with multi-windowing (unlimited number) covering 30 years for "end-of-day" data and 10 years for intraday
- Multi-monitor workspace management
- Detach chart windows from the main screen
- "End-of-day" price charts in n days, weekly, monthly, and yearly views
- Intraday charts in tick-by-tick, n ticks, n seconds, n minutes, n hours, Range Bar, and Tick Volume
- Time cursor to move and dilate (zoom) the timescale
- Automatic or adjustable vertical price scale (linear or logarithmic)
- Quick vertical and horizontal chart movement via mouse drag-and-drop
- Japanese Candlesticks, Heikin-Ashi Candlesticks, Bar-Charts, or Closing Price lines
- Kagi charts, Support-Resistance charts, Point and Figure presentation
- Relative strength curve compared to another instrument or a market index
- 95 customizable technical indicators [see list of indicators]
- Synthetic indicator calculating the percentage of instruments in a market that satisfy a user-programmed rule or signal
- Presentation of all technical indicators in a Slideshow
- Choice of indicator line styles: single and two-tone lines, histograms, mountain charts...
- Graphic tools: Fibonacci (Retracements, Arcs, Fans, Extensions, Projections, and Cycles), Gann (Angles and Grids), Speed Lines, and Andrews' Pitchfork
- Graphic tools for drawing lines (Support, Resistance, Trend Channels, etc.) and adding text. Choice of color, dash style, line thickness, and font
- Layer system for chart drawings
- Storage of indicator choices and chart drawings
- Recording of Resistance and Support levels and automatic display of the gap from the last price
- Access to analyses performed by the Day By Day technical analysis desk [more info]
- Mobile cursor with data window (open, high, low, close, volume) as well as technical indicator values for each bar
- Export of charts in PNG format
Real-time Trading
- Real-time Feed via streaming ("tick-by-tick")
- Price tables (up to 10 simultaneously) to follow instrument lists in real-time with:
- Latest transaction: time, price, price change, traded volume
- Latest bid and ask: time, price, volume
- Opening price, daily high and low, previous day's closing price
- Cumulative volume since market open
- Order books with the best bid and ask prices in three different forms (tabular, histogram, or integrated into the price chart)
- Transaction lists executed for each instrument since the market open.
- Screener to search in real-time for instruments from a list (up to 1500 instruments) that meet a programmed rule and according to the chosen periodicity. The screener results are ranked based on customizable criteria.
- Market Movers / Rankings (up to two simultaneously) to rank instrument lists in real-time (each with up to 1500 instruments) by percentage change since open, close, n minutes, n hours, n days, n weeks, n months, January 1st of the year, with a display of the number of advancing and declining instruments.
- Real-time alert system for an unlimited number of instruments.
For each instrument, the user can define as many alerts as desired from the following types:
- Price reaches a target
- Price breaks above or below a target
- Breakout of a resistance or support level
- Intraday volume exceeds a target
- Percentage price change exceeds target relative to open or previous close
- Detection of a user-defined signal or rule, based on a fixed periodicity.
- Real-time volume alert system for detecting abnormally high volumes traded at market open or during the session.
- Broker Simulator for manual order execution. Open positions are tracked in the price charts. A trading portfolio updated in real-time records all operations performed.
- Order entry from charts or order books to Lynx and Interactive Brokers.
- DDE Link: export real-time feed data to Excel.
Market Screening and Trading Assistance Tools
- Creation of screening rules from a library of pre-programmed signals.
This creation requires no programming knowledge. A visual programming system allows for the creation of an unlimited number of simple or complex rules using the pre-programmed and customizable signal library. - Application of screening rules directly on price charts.
- Screening of entire markets and personal instrument lists based on "end-of-day" prices to find instruments meeting user-defined decision criteria via screening rules. Ten screening rules can be applied simultaneously, with results ranked according to the chosen weighting for each rule.
- Automatic alert detection based on "end-of-day" prices for an unlimited number of instruments. These alerts detect breakouts of horizontal or oblique resistance and support levels, entry or exit of a trend channel, and responses to signals or screening rules.
- Centralized table of resistance and support levels determined by the Day By Day technical analysis desk
- Performance Rankings calculated on "end-of-day" prices for a chosen duration, ranked by top gainers, top losers, or proximity to the extreme high or extreme low
- Detailed consultation of the entire stored price history
Trading Systems and Backtesting
- Programming and visualization of custom technical indicators and signals in JavaScript (Click here to download the programming manual).
- Definition of buy/sell rules from a library of pre-programmed and custom signals using visual construction of a logic tree for the decision process.
- Definition of strategies with:
- Rules for opening and closing "Long" and "Short" positions
- Implementation methods: fixed capitalized stake, fixed stake per order, or fixed quantity per order
- Definition of transaction fees and opening/closing position prices
- Definition of Stop conditions
- Backtesting of strategies on price history ("end-of-day" or intraday) with display of the Equity Curve, opening/closing signals, stops, and Maximum Drawdown
- Four modes of backtesting:
- A single strategy applied to a price chart
- A single strategy applied simultaneously to a list of instruments
- A set of strategies applied simultaneously to one instrument
- A strategy with variable parameters applied to one instrument
- Display of Equity Curve performance in currency or relative percentage
- Display of the Drawdown curve in "Close Position to Close Position" or "Peak to Valley"
- Detailed analysis of results for strategies
- Graphic and tabular comparison of strategy results
- Display of the backtest Optimization Report
- Import and Export of custom indicators and signals, screening rules, and strategies to share them between software users
- Import of screening rules made available on the Axial Finance website.
Fundamental Analysis
- Recording of major past, present, and forecast financial data from the income statements of listed companies, as well as analyst forecasts.
- Recording for each company:
- Key elements of the income statement for the last four fiscal years (actual), the current year (forecast), and the next two years (forecast)
- Key balance sheet elements for the last four fiscal years (actual) and the current year (forecast)
- Key financial ratios: Market Cap to Revenue, P/E Ratio, EPS, Profitability, EPS Growth Forecast, Price to Book Value, Enterprise Value to Revenue, Net Debt to Equity, and Return on Equity
- Updates of market capitalization and P/E ratio upon downloading "end-of-day" prices
- Graphic comparison of financial ratios for companies grouped by lists (Histogram, line, or scatter plot charts)
- Ranking of companies according to their financial ratios
- Printing of charts
- Export of charts in PNG format
Multi-Portfolio Management
- Creation of an unlimited number of portfolios for cash purchases, SRD (deferred settlement) purchases, and short selling.
- Currency operations for exchanges outside the Eurozone
- Simulation and recording of cash and SRD orders
- Estimation of available coverage for SRD orders (customizable leverage)
- Brokerage fees customizable by portfolio, calculation of stock exchange tax
- Calculation of potential unrealized P&L in real-time for instruments in portfolios
- Plotting of the portfolio performance chart and comparison with a market index
- Calculation of the net asset value (NAV) of portfolios in real-time and upon downloading end-of-day prices
- Calculation of disposal amounts between two dates
- Summary table per portfolio
- Definition and graphic presentation of Price Targets, Supports, Resistances, and Stop levels for each instrument in the portfolios
- Programmable alarm trigger when a support, resistance, or stop level is reached via the Real-time Feed
- Cash management, dividends, bonus shares
- Notes per instrument
- Presentation and printing of Transaction Logs and Liquidation Statements
- Export of the transaction log to an Excel file
- Visualization of portfolio distribution by instrument, market, and business sector
- Backup and restoration of portfolio content
Documentation
- Detailed and instructional User Manual provided in PDF format (approx. 180 pages), also accessible online and from the software's Help menu.
- Descriptive sheets for technical indicators accessible online and within the software
Recommended Minimum System Requirements
- Processor: Intel Core or equivalent (2 GHz minimum)
- RAM: 8 GB
- Storage: 500 MB free space
- Display: Minimum resolution 1366x768
- Supported Systems:
- Windows 10 or higher
- macOS 10.14 (Mojave) or higher
- Linux (Debian, Ubuntu, Red Hat, and derived distributions)