Overview

Watchlists are updated at the end of each trading day using closing prices and volumes. The watchlist date is “as of” the close on the date indicated. The watchlist is then used for trading on the following market day.

The watchlist is organized into 4 data categories accessed from these tabs:

• Core Indicators: The basic indicators for the stock. These are always displayed.
• Fundamentals and Technicals: Our analysis of the fundamental and technical strength of the stock.
• Industry Indicators: Our analysis of the strength of the stock's industry.
• CwH Criteria: The technical chart pattern characteristics, breakout price and breakout volume for the stock

There are two tabs for additional functionality:

• Download: Downloads some or all of the watchlist data, depending on subscriber level.
• Help: This help text.

When you first display the watchlist:

• If you are a Gold, Silver or Guest subscriber, all stocks on the watchlist will be displayed, sorted initially by CE^SM score.(Note: Guests are restricted to watchlists that are at least two weeks old.)
• If you are a Platinum subscriber and you have not saved filtering and/or sorting preferences, initially all stocks on the watchlist will be displayed. If you have saved your filtering and sorting preferences, only those stocks meeting your preferred filters will be displayed, sorted according to your preferred column. (See instructions on Filtering for toggling between filtered and unfiltered views.)

Sorting

Sorting allows you to compare stocks against each other from strongest to weakest, based on a specific column of criteria. The default sort sequence is CE^SM score. Sort the display on any column by clicking on the column heading.

After clicking on the column header, the display will refresh and highlight the sorted column.

If you are a Platinum subscriber, you can save your preferred sorting column by clicking the "Save" button.

Filtering (Available only to Platinum subscribers):

Filtering allows you to narrow your view of stocks on the watchlist by applying restrictive criteria matching your personal preferences.

To view the "User Filters" row in order to filter:

1. When you first view the watchlist, the "User Filters" row will display just below the column headings. Column headings accessed under the Core Indicators, Fundamentals and Technicals, Industry Indicators and Breakoutwatch Criteria all apply to the same stock simultaneously.
2. If the display is not currently showing the "User Filters" row, click "Show". The display will refresh and and it will be now be displayed

To enter your filtering criteria:

1. Enter the desired minimum or maximum value for any column of criteria in the "User Filters" row. Enter values only in the columns on which you wish to filter, leaving all others blank.
2. Click "Apply". The display will refresh and only stocks meeting the specific minimum or maximum values will display.
3. In the 'Core Indicators' section you can toggle the logical operators between '<=' and '>=' by clicking the logical operator. This allows you to select, say stocks <= $10 and volume <= 100000 if you wish. If you change your logical operators, they will be saved along with your filters.

To save your filters, click "Save". These saved filters and your current sort column will then be used next time you return to the watchlist.

To apply your saved filters, click "Default". If you haven't saved your filters, the site default filters will be applied (currently this is set to display all stocks on the watchlist)

To refresh the display without using filters, click 'No Filters'.

To backtest your filters over the last 3 months of CwH breakouts, click 'Backtest'.

To clear you filters, click 'Clear'. You can then enter new filters for backtesting if you wish. Remneber to save them when you are finished backtesting.

For general guidelines on using filters for each of the available columns, click this link.

To use our recommended filter settings to select stocks with the best chance of breakout and longer term gains, click the BOW (Breakoutwatch recommended starting point) setting. You can then add or subtract from this setting to meet your persoanl preferences. Note that this is a highly selective set of filters that will produce few if any candidate stocks on any given watchlist day.

To automatically filter according to a HTMMIS* style filter - click the CAN filter button. This is the default setting for Trial accounts.

*How to Make Money in Stocks by William O'Neil

Personal Watchlist (Available only to Platinum subscribers):

You can create a Personal Watchlist (PWL) to further refine the stocks selected by your filters. You can then tell breakoutwatch that you want to receive email alerts only on stocks that are on your PWL (see Alert Preferences).

To create a PWL, check the box in the PW/L column next to a stock that you want to place on your PWL. The Personal Watchlist area of the display will show that you have modified your PWL but that it is not saved.

After selecting all the stocks you want on your PWL, click the Save button and the Persoanl Watch area will respond that the PWL was saved.

A stock can be removed from the list by clicking a checked box, or the whole list can be cleared by clicking the clear button.

Once a stock is added to your PWL it will stay there until it either moves off the list or you remove it from your PWL.

Alert Preferences(Available only to Platinum subscribers):

Alert Preferences apply to email alerts and allow you to receive all alerts, only alerts that meet your filter criteria, or only alerts that correspond to stocks on your Personal Watch List (PWL).

Select the option you prefer and click save.

Download

If you are a Silver or Gold subscriber, click on the Download tab to export an Excel CSV list of all watchlist stocks, including symbol, breakout price, and breakout volume.

If you are a Platinum subscriber, click on the Download tab to export an Excel CSV list of watchlist stocks currently displayed. If you are viewing all stocks, all symbols will be exported. If you have applied filters to your view, only the resulting selected stocks will be exported. All columns displayed on the watchlist are included.

Guests are not permitted to download.

Column Definitions:  Core   Fundamental & Technicals   Industry   CwH

Core Indicators
Column	Description	Range of Values & Sort Order	Available Hyperlinks
Symbol	Stock symbol. Roll the mouse over the symbol to display the company name.	Alphabetical A to Z	Click the symbol to display a daily chart with left cup, base low and pivot identified as of the watchlist date.
New Today	Symbols which did not appear on the prior day’s watchlist are indicated as “New.” Symbols which were included on the prior day’s watchlist appear with a blank.	New to Old. Note: Use “Old” to filter for stocks that are “not New”	None
Last Close	The closing price on the most recent date traded. This corresponds to the closing price as of the watchlist date.	Highest to $6 (no maximum)	None
Avg. Vol.	The average daily trading volume per day over the prior 50 trading days.	Highest to 30,000 shares (no maximum)	None
RS	The stock’s weighted price appreciation over the prior year, as ranked against all other stocks in our database.	99 to 70	None
B/O Price	The intraday high which sets the pivot point and the beginning of the handle for the cup with handle base. This value in conjunction with the B/O volume are used to trigger an intraday alert if the stock attempts a breakout. Trading price must be >= B/O Price and the projected closing volume must be >= B/O volume. At day’s end, a sustained breakout must have both a closing price >= B/O Price and closing volume >= B/O volume. (See also B/O Volume)	Highest to $6 (no maximum)	None
B/O Volume	The minimum required closing volume to indicate a sustained breakout above the pivot (B/O Price), computed as 150% of the Avg. Vol. This volume is used in conjunction with the B/O Price to trigger an intraday alert if the stock attempts a breakout. Projected closing volume is computed as the trading volume at the time the stock trades at the B/O Price divided by the hours traded. This projected volume per hour is then multiplied by 6.5 hours to derive the projected closing volume. Trading price must be >= B/O Price and the projected closing volume must be >= B/O volume. At day’s end, a sustained breakout must have both a closing price >= B/O Price and closing volume >= B/O volume. (See also B/O Price)	Highest to 30,000 shares. (no maximum)	None
CE Zone	Our CE Zone map is a matrix of the CET (technical) score and the CEF (fundamental score) for the stock. Colors give a general indication of the health of the stock and its attractiveness as a CANTATA-quality candidate. (See CE)	Green, Yellow, Grey, Red	None
Expected Gain %	The statistical 'expectation' of the gain that the stock could make once it has broken out as a percentage of the breakout price. See 'Expected Gain' for further information.	0 to 999%	None

Fundamental and Technical Indicators
Column	Description	Range of Values & Sort Order	Available Hyperlinks
CE Cell	Our CE Zone map is a 4 by 5 matrix of the CET (technical score) and the CEF (fundamental score) for the stock. Each cell is numbered and provides an indication of the health of the stock and its attractiveness as a CANTATA-quality candidate. (See CE)	4-4, 4-3, 3-4, 3-3, 2-4, 4-2, 2-3, 3-2, 1-4, 4-1, 1-3, 3-1, 4-0, 3-0, 2-0, 1-0, 2-2, 2-1, 1-2, 1-1	None
CET ™	Technical Score. A proprietary measure of the technical condition of the stock.	7 to 0	None
CEF ™	Fundamental Score. A proprietary measure of fundamental condition of the stock.	11 to 0	None
CE ™	CANTATA™ Evaluator Score. A proprietary measure of the stock’s attractiveness as a CANTATA-quality candidate derived by combining the stock’s technical (CET) and fundamental (CEF) scores.	18 to 0	Click on CE Score to display current CE Details and Scoring.
% Off 52 Wk High	The difference between the 52 Week High (highest intraday price achieved in the prior 52 weeks) and the current closing price, expressed as a percentage of the 52 Week High.	0% to 100%	None
Up/Dn Ratio	The ratio of volume on up days to volume on down days over the prior 50 trading days.	Highest to 0 (no maximum)	None

Industry Indicators
Column	Description	Range of Values & Sort Order	Available Hyperlinks
Industry	Company industry as assigned to one of our 192 industries.	Alphabetical A to Z	Click on Industry Name to display current list of stocks in industry (Industry Components)
Industry Rank	Industry Rank as determined by our industry ranking methodology. Industries are ranked based on their Industry Score. (See Industry Score)	1 to 192	Click on Rank to display current Industry Chart
3 wk Rank Change	The change in the Industry Rank over the prior 3 weeks. Positive numbers indicate a move up in Rank; negative numbers indicate a move down in Rank	+191 to -191.	None
Industry Score	Industry Score as determined by our industry scoring methodology. The Industry Score reflects the average core technical condition of all stocks in the industry.	100 to 0	None
3 wk Score Change	The change in Industry Score over the prior 3 weeks. Positive numbers indicate the Score increased. Negative numbers indicate the Score decreased.	+100 to –100.	None

CwH Criteria
Column	Description	Range of Values & Sort Order	Available Hyperlinks
Right Cup Quality (RCQ) ™	A proprietary measure of quality of the price/volume action on the right side of the cup. This is a component of Chart Quality (CQ). Scores can be postive or negative with no preset range of values.	Highest to Lowest	None
Handle Quality (HQ) ™	A proprietary measure of quality of the price/volume action in the handle. This is a component of Chart Quality (CQ). Scores can be positive or negative with no preset range of values.	Highest to Lowest	None
Chart Quality (CQ) ™	A proprietary measure of the chart quality. In general, accumulation on the right side of the cup combined with low volume declining price action in the handle generates a higher score.	Highest to Lowest	None
Days in Cup	The number of trading days between the beginning of the cup with handle base (left cup date) and the beginning of the handle (pivot point or B/O Price).	325 to 30 days	None
Cup Depth %	The difference between the left cup price (highest intraday high which establishes the start of the cup) and the base low price (lowest intraday low in the cup), expressed as a percentage of the left cup price.	1% to 60%	None
Pivot % Off Left Cup	The difference between the left cup (the beginning date of the cup with handle base) and the pivot point (also B/O Price), expressed as a percentage of the left cup price. Positive values indicate the pivot is above the left cup. Negative values indicate the pivot is below the left cup. The maximum percentage is effectively controlled by our retracement and handle midpoint criteria.	+5% to –60%.	None
Days in Handle	The number of trading days between the beginning of the handle (pivot point or B/O Price) and the current date.	90 to 2 days	None
Handle Depth %	The difference between the pivot point (also B/O Price) and the lowest intraday low in the handle, expressed as a percentage of the pivot point.	0% to 30%	None
PVI (Price/Volume Indicator)	The PVI classifies the price/volume action on the day the watchlist is published by looking at three conditions : did the stock close higher than the day before? if so, was the volume greater than the day before? if so, was the volume greater than the day before and above average? the answers to these questions result in 5 possible classifications for the PVI as follows Price/Volume Action PVI Price does not rise over previous day 0 Price rises over previous day on lower volume and volume less than average 0.2 Price rises over previous day on higher volume and volume less than average 0.5 Price rises over previous day on lower volume and volume is above average 0.6 Price rises above the previous day and volume is above average 0.9 It is important to understand that the values assigned to the PVI are to allow us to classify the possibilities and are not intended to imply relativity between the classifications. That is, a PVI of 0.6 is not 3 times better than a PVI of 2, for example. See here for more information.	0 to 999%	None
VADVR ( Volume to Average Daily Volume Ratio)	The VADVR allows you to improve your chances of selecting stocks that will make a successful breakout when an alert is issued. Read this link for more information.

Methodologies:

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