After installation, follow these steps to get up and running fast:
| • | Double-click on the ScanExpert icon on your desktop. This will launch the ScanExpert Viewer module. |
| • | If you have purchased a license, then install your license key now. Otherwise just proceed to use ScanExpert in trial mode. |
| • | Click on the Wizard button on the ScanExpert Viewer toolbar to launch the ScanExpert Wizard. Review the Wizard Screen Layout and Creating a New Script sections of this guide. In the Creating a New Script section we will quickly walk you through the steps required to create your first ScanExpert script. |
Launch the Wizard
| • | Save your script and close the ScanExpert Wizard and now you are back in the ScanExpert Viewer. |
| • | Click on the Configuration button on the ScanExpert Viewer toolbar to launch the Configuration Manager where you will load your script and create your first portfolio of securities to monitor (or load the Trial Portfolio). Review the Configuration Manager section of this guide for information on those topics. |
Launch the Configuration Manager
| • | Once you have loaded your script and selected a portfolio of securities, close the Configuration Manager and click on the Start button on the ScanExpert Viewer toolbar. ScanExpert will begin downloading data and the ScanExpert Viewer display will begin to update. |
Start the update process
Note: If you need help in terms of implementing a particular idea in ScanExpert but you are not sure how to proceed, please send an email to support@sr-analyst.com and include a detailed description of what it is you are trying to achieve. If what you would like to accomplish is possible in ScanExpert then we will do our best to create an example script for you to get you started.
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