CCRRSS  OOnnlliinnee  SSttoocckk  QQuuoottaattiioonn  SSeerrvviiccee  --  VVeerrssiioonn  11..0055 December 1st, 1993 While CRS Online has carried stock quotation data for over two years, November 1993 marked a turning point. CRS Online switched to a new service provider. This provider offered a far more reliable data feed with a greater amount of information per security. At the same time, CRS Online made arrangements with the stock exchanges to be able to provide hourly snapshots while the markets were open. Viewed as a positive move by individuals interested in tracking their stock portfolios, there are some drawbacks. While most who read this document will be new to the service, a few individuals have used CRS Online for years to receive stock quotations and it is this group which needs to be aware of the drawbacks. There are two: symbol names between the old provider and the new are different and the method in which the data is made available to the members has changed. CRS Online will no longer be providing historical data as files directly available from PCBoard for downloading. Historical data will only be made available through the STOCK door. These changes need only be made once and can be viewed more as a nuisance, than as a drawback. To access the stock door, a subscriber needs to have purchased the Information Services Add-On. Once this option has been purchased by the subscriber, he or she only needs to join conference 39 (JJ  3399) and enter the command SSTTOOCCKKSS to gain access to the stock data made available through CRS Online. After entering this command, the following screen will appear: Main Menu Selections ßßßßßßßßßßßßßßßßßßßß Û V) View Symbols Online Û D) Download Symbols Û C) Download Documentation or the list of Symbols tracked Û Û S) Modify the List of Symbols tracked in your Portfolio Û F) Select Symbol Format to use when downloading information Û Û M) Toggle Graphics Mode On/Off /\ Û X) Toggle Expert Mode On/Off _ / \ Û T) Select Transfer Protocol  //\___ \ /\ Û P) Modify Page Length 0ÄÄ//ÄÄÄÄÄÄ\ÄÄÄÄÄÄ\Ä/ÄÄÄÄ\Û // \ / \ Û R) Return to PCBoard (CRS Online) CRS Online \/ \ Û G) Goodbye (Hangup Phone Line) Stock Service \ Û Û ßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßß (983 Min. Left) Main Menu Command? ( ) This is the main menu of the Stock Quotation Service. The stock service provided by CRS Online is very flexible and offers several options which can be broken into three areas: Configuration, Modification of your Stock Portfolio, and Viewing/Downloading Stock Data. CCoonnffiigguurraattiioonn Configuration of the Stock Door consists of three questions. The first, Symbol Data Format, allows you to select a 'pre-made' or custom format to use when transferring data to your local computer. Pre-made formats are available for MetaStock 5 Field, MetaStock 7 Field, STOCKS.TXT, and our older Stock Database format. Descriptions of each format are listed below: MetaStock 5 Field ticker, per, date, high, low, close, vol Note: MetaStock Symbols cannot contain white space. The stock door is aware of this and will change any white space to an underscore '_'. MetaStock 7 Field ticker, per, date, open, high, low, close, vol, oi Note: MetaStock Symbols cannot contain white space. The stock door is aware of this and will change any white space to an underscore '_'. STOCKS.TXT (File format used by CRS Online's previous Stock System) "ticker", exchg, close, high, low, vol STOCKS Database (File format used by CRS Online's previous Stock Door) "ticker", close, high, low, vol Legend: ticker The ticker symbol of the security. Max Length: 12 characters. per Periodicity of the data. While MetaStock allows aily, eekly, or onthly updates, data made available through CRS Online will always use a . date The Date the symbol data was captured by CRS Online. open Open price for this date. high High price for this date. low Low price for this date. close Last trade price for this date. vol Volume traded. exchg Exchange Symbol (i.e. TSE = Toronto Stock Exchange) Max. Length: 4 characters. oi Open Interest. This field is set to 0 when downloading Equity data from CRS Online. "xxx" denotes Quotation marks around the field. Custom File Formats Allows any field(s) listed below to be used in the creation of a stock data file: 1) Symbol Name (12 Characters) 2) Exchange Name 9) Day of the Month 16) Time 3) Open 10) Last Trade 17) Yield 4) High 11) Bid Price 18) P/E Ratio 5) Low 12) Ask Price 19) Earnings 6) Previous Close 13) Bid Size 20) Dividend 7) Volume 14) Ask Size 21) Shares 8) Symbol Type 15) Year High 22) Year Low As each field is added, you are asked if you wish to remove any additional white space and/or add single (''), double ("") quotation marks. Should files be compressed using PKzip? (Y) After selecting a format to use when downloading symbol data, you are asked if you wish to compress the file using PKZIP version 1.10. This option should be turned on by any user connecting to CRS Online via a low speed modem. Should symbols with NO data be included in the file? (N) Use of this option will allow symbols with no trading data to be removed or skipped when downloading or viewing symbol data. MMooddiiffiiccaattiioonn  ooff  yyoouurr  SSttoocckk  PPoorrttffoolliioo Before discussing how one modifies their portfolio, a look at the markets CRS Online carries and how a symbol name is constructed is worthwhile. SSyymmbbooll  SSttrruuccttuurreess CCaannaaddiiaann  EExxcchhaannggee  IIddeennttiiffiieerrss Canadian Security Symbols can be from one to three characters in length, with the exception of COATS which is always four characters in length. A prefix is used before the root name of the symbol to show which market the security is traded. Prefixes for Canadian Securities are listed below: SSYYMMBBOOLL  PPRREEFFIIXX    EEXXCCHHAANNGGEE                                 EEXXCCHHAANNGGEE  SSYYMMBBOOLL CC.. Alberta Stock Exchange ALB IIMM.. Montreal Stock Exchange Index MSE MM.. Montreal Stock Exchange MSE MMOO.. Montreal Options Exchange MOE MMFF.. Montreal Futures Exchange MFE OO.. COATS (Over the counter stocks) CTS IITT.. Toronto Stock Exchange Index TSE TT.. Toronto Stock Exchange TSE TTOO.. Toronto Options Exchange TOE TTFF.. Toronto Futures Exchange TFE IIVV.. Vancouver Stock Exchange Index VSE VV.. Vancouver Stock Exchange VSE VVOO.. Vancouver Options Exchange VOE SSppeecciiaall  BBrrookkeerraaggee  CCooddeess:: ..RRTT Rights ..PPRR.. Preferred (notice trailing period (.)) ..WWTT Warrant ..WWII When Issued ..UUNN Units ..RR Receipt ..UU Security trading in $US EExxaammpplleess:: TT..BB BCE Inc. - Toronto Stock Exchange MM..BB BCE Inc. - Montreal Stock Exchange OO..AABBBBYY Abbey Life Insurace - COATS Exchange CC..AATTLL..AA Amusements International Ltd., Class A Stock TT..WWFFRR..PPRR..AA Wharf Resources, Preferred Class A Stock VV..UURRGG..WWTT United Rayore Gas Ltd., Warrants MM..TTEEKK..WWTT..BB Teck Corp., Warrants Class B AAmmeerriiccaann  EExxcchhaannggee  IInnddeennttiiffiieerrss U.S. security symbols can have one to six characters. One or two of the characters may be special brokerage codes used to identify stocks with special issues. As with Canadian securities, U.S. securities require a prefix to define which market the security is traded on. U.S. prefixes are listed below: SSYYMMBBOOLL  PPRREEFFIIXX    EEXXCCHHAANNGGEE                                 EEXXCCHHAANNGGEE  SSYYMMBBOOLL AASS.. AMEX Stock Exchange ASE/ABA BBSS.. Boston Stock Exchange BOS CCNN.. Cincinnati Stock Exchange CIN MMDD.. MidWest Stock Exchange MID NNYY.. New York Stock Exchange NYE/NBA NNBB.. New York Bonds NYB NNDD.. NASDAQ NSD PPAA.. Pacific Stock Exchange PAC PPLL.. Philadelphia Stock Exchange PHL UU..SS..  SSppeecciiaall  BBrrookkeerraaggee  CCooddeess  ((EExxcceepptt  NNAASSDDAAQQ)) 11 Preferred 22 Warrant/Warrants 33 When Issued 44 Rights If different classes are available for the security, these will follow the special brokerage codes. EExxaammpplleess:: NNYY..AAUUDD Automatic Data Processing Inc., Common Stock, New York NNYY..GGMM11GG General Motors, Preferred Class G, New York NNYY..CCWWEE22BB CommonWealth Ed., Warrant Class B, New York BBSS..IIBBMM Intl. Business Machines, Common Stock, Boston Stock Exchange NNAASSDDAAQQ  SSppeecciiaall  BBrrookkeerraaggee  CCooddeess:: Nasdaq symbols use a unique four character root name. Nasdaq NMS International symbols have an 'E' as the sixth character of the symbol's root name. i.e. ND.ASEAYE The fifth character of a Nasdaq root name is optional. The character in this field corresponds with the special brokerage codes shown in the table below: AA Class A BB Class B CC Exception to Qualifications DD New EE Delinquent Filing FF Foreign GG First Bond HH Second Bond, same company II Third Bond, same company JJ Voting KK Non-Voting LL Fifth preferred, same company MM Open-End Investment company NN Third preferred, same company OO Second preferred, same company PP First preferred, same company QQ Indicates that the issuer is involved in bankrupty proceedings RR Rights SS Shares of Beneficial Interest TT With issued and when distributed UU Units VV When issued and when distributed WW Warrants YY ADR (American Despository Receipts) ZZ Miscellaneous situations... EExxaammpplleess:: NNDD..TTYYSSNNAA Tyson Foods Inc., Class A Stock, Naqdaq NNDD..AADDBBEE  EE Adobe Systems Inc. PPlleeaassee  nnoottee:: Wildcards can be used to select more securities without having to specify each individual symbol. For instance, to download all symbols available on the NYSE and the TSE, only two entries need to be placed inside your portfolio: T.* and NY.* To obtain a copy of the list of the securities CRS Online tracks, use option 'CC' from the main menu. This file contains two fields per security per line. The first field is the name CRS Online uses for the security, the second field is the ADP symbol name. If you wish to add a security to your portfolio, select option 'SS' from the main menu. Your portfolio will be displayed on the screen followed by: Name of the Symbol to Add/Delete/Modify (Enter=QUIT)? ( ) Enter the name of the security you wish to add or delete. If the symbol currently exists within your portfolio, you'll be asked if you wish to delete it. If the symbol does not exist, a list of symbols that best match the symbol name will be displayed. You may enter one of these symbols or re-enter the same symbol name again to force the addition of the symbol to your portfolio. That's all there is to modifying your portfolio. VViieewwiinngg//DDoowwnnllooaaddiinngg  SSttoocckk  DDaattaa To view stock data, select option 'V' from the main menu. A sub-menu will be displayed with five primary options: Viewing Symbols Online - Menu ßßßßßßßßßßßßßßßßßßßßßßßßßßßßß Û 1) View Portfolio Symbols using today's symbol data Û 2) View Portfolio Symbols using historical symbol data Û Û View Symbols not tracked within your Portfolio... Û 3) ... using today's symbol data Û 4) ... using historical symbol data Û Û 5) View Market Indices Û Û R) Return to the Main Menu CRS Online Û G) Goodbye (Hangup Phone Line) Stock Service Û Û ßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßß (981 Min. Left) View Command? ( ) Option one can be used to view today's stock data. While the markets are open, hourly updates will be made available and this option can be used to view the data. Option two can be used to view historical stock data. This data will be closing market data. Historical data starts from November 23rd, 1993 and will go forward until two years of data are available through the stock system. Files older than two years will automatically be purged by the system. Use option three and four to view a single symbol at a time without having to add it to your portfolio. A browse function is available for individuals who are not 100 percent sure of a symbol's name. The fifth option will show Market Indices for Canadian exchanges. Open, High, Low, PClose, and Volume are the only fields that should be considered valid for market indices. No matter which option you select, all will display the collection date and time of the data you are about to view. Two modes are available for viewing data online: Short or Long. Viewing stock data in the short format will display only six of the 22 fields tracked per symbol. Those fields are listed below along with a sample of the output provided: Symbol Open High Low LTrade Volume ND.MSFT 78.500 80.500 78.250 80.250 1101900 NY.GM 54.250 54.250 53.625 53.625 1244100 NY.GM1G 28.250 28.250 28.000 28.125 12200 NY.GM1P 49.375 49.625 49.250 49.250 32800 Short mode is useful for displaying a large quantity of symbols, since each symbol only requires one line to be shown. Long mode has merit when you are contemplating adding a symbol to your portfolio. A sample of a symbol displayed in long format follows: ÚÄÄÄÄ[ ND.MSFT ]ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ Exchange: NSD Day of the Month: 30 Time: 01:59:57 ³ ³ Open: 78.500 Last: 80.250 Yield: 0.0 ³ ³ High: 80.500 Bid Price: 80.000 P/E Ratio: 24.5 ³ ³ Low: 78.250 Ask Price: 80.250 Earnings: 3.24 ³ ³ PClose: 79.250 Bid Size: 1000 Dividend: 0.00 ³ ³ Volume: 1101900 Ask Size: 1000 Shares: 1600 ³ ³Symbol Type: Equity Year High: 98.000 Year Low: 70.375 ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ Three choices are available under the download option 'DD' at the main menu: Download Symbols - Menu ßßßßßßßßßßßßßßßßßßßßßßß Û 1) Download Portfolio Symbols using today's symbol data Û 2) Download Portfolio Symbols using historical symbol data Û Û 3) Download Market Indices Û Û R) Return to the Main Menu CRS Online Û G) Goodbye (Hangup Phone Line) Stock Service Û Û ßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßß (979 Min. Left) Download Command? ( ) These options work in an identical fashion to the ones available for viewing data online except files are prepared for downloading instead of being displayed on your monitor. The time it takes to prepare the file depends on how many symbols your portfolio tracks. If you wish to download every symbol CRS Online tracks, please be prepared to wait up to 10 minutes. What follows is a sample of the process used to download a stock file: (119 Min. Left) Download Command? (1) Creating your Stock Portfolio File for 2:00pm, Tuesday. Creating Stock File. Press ESC to Abort. ND.MSFT Compressing your file... Transfer Protocols Available: ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X) X-modem Y) Y-modem Z) Z-modem (978 Min. Left) Select Transfer Protocol? (Z) Transfering Stock Market Results... Start your Z-Modem transfer. Once 'Start your transfer' appears on your screen, download the file as you would any other file made available on CRS. This document should provide you with enough information to understand the stock service available through CRS Online. However, if you find a problem or a question continues to exist, please feel free to leave a message in conference 39 to CRSSYSOP MIKE for assistance.