# 投资小程序手册

2004
2005
Raphael Slinckx
2007
Terrence Hall
2010
2011
Enrico Minack
2009, 2010
TeliuTe (teliute@163.com)
GNOME 文档项目

对于本文档的复制、分发和/或修改必须遵循自由软件基金会 (Free Software Foundation) 发布的 GNU 自由文档许可证 (GFDL) 版本 1.1 或更高版本，该许可证没有固定的部分、没有封面和背页文本。您可以在此链接上或在随本手册一起分发的 COPYING-DOCS 文件中找到 GFDL 的副本。

本手册是在 GFDL 许可之下分发的 GNOME 手册集合的一部分。如果想要单独分发此手册，可以在手册中添加该许可证的一份副本然后分发，如该许可证的第 6 部分所述。

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GNOME 文档小组
Terrence
Hall

    teebob21@gmail.com

Enrico
Minack

    enrico-minack@gmx.de

This manual describes version 3.2.0 of Invest.

## 反馈

要报告关于 Invest 或使用手册中的缺陷，或者提出建议，请参照 GNOME 反馈页 上的指导。

投资小程序用户手册

## 介绍

The Invest GNOME panel applet downloads current quotes for stocks, stock indices, currencies and precious metals. Quotes are downloaded from Yahoo! Finance and are displayed in a drop-down list.

Invest provides the following features:

- Retrieve quotes for any stock, stock index, currency or precious metal known by Yahoo! Finance

- Quotes are automatically updated every 15 minutes

- The current price, today's change, and a chart of today's changes are displayed

- The currency of the quote is displayed, and if configured, automatically translated into a target currency

- The amount of the increase or decrease in the price since purchase, also translatable into the target currency

- 自从购买后价格上升或下降的百分比

## 快速入门

### 添加投资小程序到面板上

要向面板添加 投资 小程序，在面板上点右键，选择 添加到面板，在弹出的 添加到面板 对话框里，选择 投资，然后点 添加。完成后，点击 关闭。

### 从面板上删除投资小程序

要从面板上删除 投资 小程序，在图标上点右键，然后选 从面板上删除。

### 更多相关信息

更多相关信息，请参阅：GNOME 面板小程序文档。

## 使用

Before the applet can provide you with recent quotes, you have to configure it. Quotes can come from different stock exchange centers around the world, so the prices can have different currencies. The automatic translation of currencies can be configured, as well as the translation of your purchases done in different countries. Finally, charts are available for each of your configured quote.

### Configure your Quotes

#### Add New Quotes to the Applet

To add new quotes to Invest, perform the following steps:

1. 在图标上点右键，然后选 首选项。

2. Click Add to add a quote to Invest.

3. The default quote is GOOG. It is initially selected for editing so that you can instantly change it. Enter the Symbol of the quote here. If you do not know the symbol of your desired quote, see below.

4. Then, click on the Label of the quote and type its proper name.

5. You can also edit the number of shares you own, the purchase price and the commission.

6. Click Close when you are finished adding quotes.

If you do not know the actual symbol of your quote, go to http://finance.yahoo.com/. Enter the name of the quote in the text field in the upper-left corner of the screen. While typing, it will list you matching quotes. The first column depicts the symbol of the quote, the second column shows the name, and in the third column, the stock exchange of the quote is listed. The currency of the quote may vary among different stock exchange centers, depending on their respective countries. Below, you can see a screenshot of searching for the "yahoo" quote.

Screenshot of Yahoo! Finance when searching a quote.

Invest supports all quotes that can be found at Yahoo! Finance. In particular, these are of the following type.

##### Stocks, Bonds and Securities

These are the majority of quotes that are available. Search or browse on Yahoo! Finance to find out what is there.

##### Stock Indices

All quotes that start with an ^ are actually indices, a quote that represents a number of other quotes' performance. Examples are the Dow Jones Industrial Average (^DJI) and the NASDAQ Composite (^IXIC).

##### Currencie rates

Exchange rates between any two currencies are also available. The respective symbol is constructured as follows. Currency AAA in currency BBB, or in other words, how much does currency AAA cost in currency BBB, has the symbol AAABBB=X. If you want to know how much EUR you get for one USD (how much does one USD cost in EUR), you choose USDEUR=X. You can find more information at the currency page of Yahoo! Finance. Currencies are represented using their ISO 4217 currency code.

##### Precious Metals

The ISO 4217 currency code also lists precious metals as currencies. These are Gold, Silver, Palladium and Platinum. Their currency code starts with X, followed by their chemical symbol: XAU, XAG, XPD, and XPT, respectively. With those currency codes, the rate of precious metals in any currency are available via the currency rates described above. To give an example, Gold in USD has the symbol XAUUSD=X. You can even get the reverse (USDXAU=X): how much Gold measured in troy ounce do you get for one USD?

#### View Configured Quotes

To view your configured quotes, click on the Invest icon on the panel. A list of your quotes will appear. To close the list, click the icon again. Notice that quotes are usually 15 minutes delay.

#### 更新显示

要立即更新显示的列表信息，在小程序上点右键，然后选 刷新。

#### Remove Quotes from the Applet

To remove quotes from Invest, perform the following steps:

1. 在图标上点右键，然后选 首选项。

2. Click the row containing the quote you wish to remove.

3. 然后点 删除 按钮，从列表中删除它。

4. 点 关闭 按钮，完成修改。

### Setup Currency Translation

Invest displays all quotes in their original currency as retrieved from Yahoo! Finance. If you wish to have all quotes being displayed in one target currency, this can be configured in the preferences dialog.

1. 在图标上点右键，然后选 首选项。

2. Type the target currency into the Currency text field.

3. While you type, the text field will suggest currencies that match entered currency.

4. Choose your target currency.

5. Notice that in your quote list the new Currency Rate column appears.

6. For all purchases where the Price and Commission are given in original currency, the exchange rate at the time of purchase from the origin currency to the target currency has to be given in the Currency Rate field.

7. 点 关闭 按钮，完成修改。

Lets look at this example: You bought one Yahoo! share (YHOO) for 10.00 USD at a currency rate of 0.75 EUR per USD. In other words, the share cost 7.50 EUR. You further paid 5.00 USD comission, equivalent to 3.75 EUR. When you set the target currency to EUR, you either have to enter the EUR (target currency) values and keep the Currency Rate at 0.00, or you enter the USD (original currency) values and enter the EUR per USD exchange rate (USDEUR=X).

The Price and Commission both have to be given in the same currency.

If you want to remove the target currency again, simply clear the Currency text field.

### 图表选项

For each quote in your list, a financial chart is available. To open the financial chart, view the list of configured quotes, and double-click the quote that you wish to chart. The chart parameters can be customized by clicking Options.

#### 日期范围

The date range, in the top-right corner of the window, selects the length of time to report on. By default, it gives one day of data, but the following ranges can be choosen: Today, 5 Days, 3 Months, 6 Months, 1 Year, 5 Years, Maximum.

#### 图表类型

历史价格信息可以用三种不同的方法来显示。您可以选择曲线图标，条形图，或者烛形图。

- Line Chart (l)

  This is the default option. This graphs the historical price information in a familiar manner, connecting each day's closing price with a single line. Line charts for graphing quotes are useful if an analyst is interested only in a closing price each time.

- Bar Chart (b)

  A bar chart represents a full day's activity with a single vertical bar. The top of the vertical line indicates the highest price a security traded during the day, and the bottom represents the lowest price. The closing price is displayed on the right side of the bar, and the opening price is shown on the left side of the bar. One bar represents one day of trading.

- Candlestick Chart (c)

  烛形图用开盘价和收盘价，以及顶部和底部围绕出的矩形，一条垂直线连接最高和最低价格来呈现。如果收盘价低于开盘价，矩形是填充的；如果收盘价高于开盘价，左边是空的。

#### 移动平均线

A moving average is a statistical series of a security's closing prices throughout consecutive trading days. It is typically shown in the same graph as a line chart to indicate trends in prices.

#### 指数移动平均线(EMA)

指数移动平均线(EMA)是加权的移动平均，越近期的值权越重。这种类型的移动平均比简单移动平均更快速反映最近的价格变化。12 和 26 天的 EMA 是流行的短期平均，当 EMA 大于 50 天，用于长期交易。

#### 附加指标

Overlays allow you to graph multiple statistical measurements onto a single chart. For example, you can compare the performance of a single quote against that of an index such as the NASDAQ or the DJIA.

#### 指示器

指示器用于尝试预测将来的交易走势。如何使用市场指示器超出了本手册的范围。