README FILE Chartboard(3.2.01) © 2014-25 Technical Analysis, Modelling, Portfolio, Python Advisor and Scanning Workspace for investors CONTENTS A. FILE LIST B. SYSTEM REQUIREMENTS C. SECURITY D. TECHNICAL SUPPORT E. KNOWN ISSUES AND WORKAROUNDS F. TIPS and TECHNIQUES G. RELEASE HISTORY A. FILE LIST Both Windows standard "C:\Program Files\Chartboard" installation folder and "C:\ProgramData\Chartboard" datastore folders are install time selectable. A.1 Application files list C:\Program Files\Chartboard\bin Chartboard.exe - Main Chartboard application file Msgcore(2022).dll MsgcoreMFC(2022).dll P2PmsgCore(2022).dll P2PmsgCharts(2022).dll P2PmsgMFC(2022).dll P2PmsgraphDlgs(2022).dll P2PmsgraphDStore(2022).dll P2PmsgraphWizard(2022).dll P2PmsgPython(2022).dll Python38.dll - www.python.org WebView2Loader.dll - Microsoft A.2 Redistributables file list May or may NOT already exist on target desktop. Microsoft Visual C++ 2015-2022 Redistributable (x64), Microsoft Edge WebView2 Runtime, www.python.org (custom automation/python scripting) A.3 Documents C:\Program Files\Chartboard\Docs ChartboardBrochure.pdf - Product brochure EULA.txt - License information Readme.txt - This file A.4 WS&Attachment Samples C:\Program Files\Chartboard\WS&Attachments SampleWorkspace.Msgraws - Sample workspace SampleModelling.Msgrapmo - Sample modelling Attachment SamplePortfolio.Msgrapio - Sample portfolio Attachment SampleScripting.Msgrapsm - Sample scripts map Attachment, Python Upon initial startup the above (read only access) files are copied, to C:\Users\\AppData\local\Chartboard\WS&Attachments via an initial Setup Wizard (with confirmation). C:\ProgramData\Chartboard SampleDatastore.Msgracbs - Sample starter datastore (small) Internal name "CBa" Effectively a subset of the much larger CBDatastore.Msgracbs datastore that can be downloaded separately as CBDatastore.exe file from www.ivyware.com.au\downloads\CBDatastore.exe A.5 Data import-export samples C:\Program Files\Chartboard\Import-Export\OHLCvs ASXEQUITIESStockEasy-20220923.txt - Sample EoD ASX-EQUITIES-StockEasy format StockEasy-GOLD.txt - Sample Period ASX-GOLD-StockEasy format Samples used to demonstrate the import of OHLCvs trade data into a CBDatastore C:\Program Files\Chartboard\Import-Export\Charts BHP.Msgraws#Chart - Sample BHP chart definitions TLS.Msgraws#Chart - Sample TLS chart definitions WOW.Msgraws#Chart - Sample WOW chart definitions Samples used to demonstrate the exchange of charts between Chartboard apps A.6 Python Advisor and Scanner script files list (Automation) C:\Program Files\Chartboard\PythonScripts PythonCBEC.pyw - Python Chartboard Extension Classes TestPythonCBEC.pyw - Test script Python Chartboard Extension Classes Sample[Aroon].pya - Sample Advisor script based on [Aroon] indicator Sample[MACD]-[RSI]-[ADX].pya - Sample Advisor script based on [MACD], [RSI] & [ADX] indicators Sample[SMA-EMA].pya - Sample script illustrating use of SMA and EMA Trade[RSI]-[Reversal-ENGULFING].pya - Sample Advisor based on [RSI] and ENGULFING reversal pattern. Sample python advisor scripts that demonstrate the facility and offer templates for development of such scripts. SampleScanner[MACD].pys - Sample Scanner based on MACD indicator SampleScanner[Reversals].pys - Sample Scanner based on Reversals overlay SampleScanner[Harmonics].pys - Sample Scanner based on Harmonic overlay Sample python scanner scripts that demonstrate the facility and offer templates for development of such scripts. NOTES: *.pyw for generic windows scripts, *.pya for Advisor scripts, *.pys for Scanner scripts. : Above scripts have read only access, editing or additions to the list requires repository with appropriate user access. : Upon initial startup the following repository is created C:\Users\\AppData\local\Chartboard\PythonScripts. A.7 Operational files list C:\users\\AppData\Local\EBWebView folder Working folder created by embedded Edge web pages as per Microsoft's WebView2 implementation. Contains Browser history and cache etc. C:\Users\\AppData\Local\Chartboard\Chartboard.P2Pconfig Serialised Chartboard configuration file created upon initial startup. C:\Users\\AppData\Local\Chartboard\PythonScripts Default python scripts repository folder C:\Users\\AppData\Local\Chartboard\WS&Attachments Default workspace and non-datastore attachments repository folder B. SYSTEM REQUIREMENTS Windows 10+ C. SECURITY Additional to your usual security procedures the following should be considered and observed when running Chartboard. . Chartboard should NOT and has no requirements to run at elevated or with administrator privileges, Python scripting disabled if detected. . Chartboard has been supplied with all necessary Python software and extensions Python (*.pyw) advisor (*.pya) and scanning (*.pys) scripts should only be accepted and run from trusted sources. . Chartboard does not require any IP connections firewall privileges etc. D. TECHNICAL SUPPORT Technical support and assistance is available via the following means: . Email Chartboard@outlook.com . Visit https://www.ivyware.com.au . Facebook https://www.facebook.com/profile.php?id=61554475043549 E. KNOWN ISSUES and WORKAROUNDS . Harmonic drawing tools and auto fitting. . 7-Day week cosmetic issues with Bitcoin and Ethereum charts. . Python scripting hints incomplete for Properties Grid. . Terminating "Chartboard Diagnostic Console" from Console in preference to [Ribbonbar >> Home >> Toggle Console Window] aborts Chartboard. . Python script and folder names limited to less than 63 characters. F. TIPS and TECHNIQUES Common tips and techniques . Download sample or starter CBDatastore from data download page. . Python automation scripts from untrusted sources may compromise your machine. Only scripts from trusted sources should be run. . Chartboard should NOT be run with administrator privilege. . Attach existing or new Datastore to workspace via Ribbon Bar >> Attachments Tab >> Datastore Panel. Forms primary stock trade data source. . Attach existing or new Portfolio to workspace via Ribbon Bar >> Attachments Tab >> Portfolio Panel. Trade markups require a Portfolio Attachment. . Attach existing or new Model to workspace via Ribbon Bar >> Attachments Tab >> Modelling Panel. Modelling and associated markups require a Model Attachment . Attach existing or new Python Scripting Map to workspace via Ribbon Bar >> Attachments tab >> Python Scripts Map. . Use right mouse click to bring up context menu's, left mouse click to activate grid properties for context. . Utilise Properties Grid to actively manage configuration parameters and expose hints for accessing such parameters from python scripts . Utilise {Python Debug} >> Inspection cursor to expose hints for accessing raw chart data values. G. RELEASE HISTORY Version 3.2.01 (2025-04-16) . Embedded Edge implementation refresh. Session serialisation now processes and restores embedded web pages. . Drag & drop extensions, OHLCvs datasets onto Charts and extra axis, requires charts and axis to be checked for templating. Plus Python scripts onto Charts and Scanners. . F5 refreshes view, F6 displays explorer tree attributes in "Chartboard Diagnostics Console" (request for trouble shooting only). . Improvements to Attachment explorers copy-paste sequences. . Folder, Eventset and Shadeset rename bug fixes. Version 3.2.00 (2025-04-02) . Improvements to CBDataStore OHLCvs item copy-paste sequences . Fixes to CBDataStore item rename sequences and underlying cached file structures . Fixes to Ribbon-bar Scan controls behaviour and state, improved scanning performance. . Session restoration retains last active tab focus . Parsing summaries provided for imported data . Improved pen quality (dot, dash, etc) for SMA/EMA's lines. Continuous line maximum missing bars limit introduced. . Fixed titles overlapping in margins . Visual Studio Migration 2019 to 2022 Version 3.1.02 (2025-02-26) . OHLCvs import parsing data integrity checks . Shorts update progress summary . Undo bookings for deleted modelling and portfolio trades. . Fixed scan crash when empty OHLCvs dataset encountered. . Added progress summary for bulk shorts update. . Fixed introduced Scan, chart stack issue. . Output pane content activated. Version 3.1.01 (2025-01-08) . Improvements to additional "Adjacent" and "Opposing" chart axis facility. . Orphaned DTools now displayed as a bar across the bottom of the chart. DTools axis, calc, plot and PUnit types displayed as read-only grid properties. . DSeriesSMAnnn and DSeriesEMAnnn classes added to PythonCBEF.pyw Plus sample[SMA-EMA].pya script file illustrating above added to release. . Bug fix, and parsing fields were transposed. . Improved display options and visuals for candlesticks . Improved Chartboard frame re-sizing experience. . Inspection Legend now works for both SMA and EMA's over all period units. . Fixed OHLCvs chart SMA and EMA overlay serialisation issues. Daily, Weekly, Monthly, Quarterly SMA/EMA can be displayed on coarser time periods, as simple average over coarser period. Retains original pen. Version 3.1.00 (2024-12-04) . Fixed deletion bug with SMA-EMA overlays on OHLCvs charts. . Fixed issues with Shadeset's and associated paging. . Python scripting strings 'OHLC' and 'OHLCv' refactored to 'OHLCvs' . Revision to Drawing tools implementation. . DTool context menu supports item for deleting all DTools of type. . Chart context menu supports item for deleting all DTools . Chart context menu supports item for deleting all DTools for whole Chart Stack . Support for multiple left and right axis managed through "Chart-Axis Configuration Dialog". . Common chart stack form boundary pen added, access via Chart Properties Grid . Chart Configuration Dialog now supports Chart Axis Configuration Dialog . Chart tab context menu now supports items for direct access to Chart and Chart Axis configuration menus. Version 3.0.09 (2024-07-10) . Startup with large chart restoration load bug fix. . Display of modelled trades may now be managed from the python script generating the trade. Refer PythonCBEC.ModelTrade.Markup() for further details. . MSA Chart display improvements. Version 3.0.08 (2024-05-04) . Python scripting for Modelling Trades refactored and extended. Refer PythonCBEC.pyw and SampleModel[MACD].pya script for implementation details. . Workspace session restore works for python script files. Version 3.0.07 (2024-03-28) . Modelling trade labels refactored from contract ID to reflect date, action stock code and optional sequence number "Myyyymmdd-t-code-[#]". . Portfolio trade labels refactored from contract ID to reflect date, action stock code and optional sequence number "Pyyyymmdd-t-code-[#]". . OHLCvs data sets contain "Currency" field, displayed in Chart Stack Legend. Markets settings now supports default currency field. . Copy whole Chartboard image to clipboard. Refer Ribbonbar >> Home >> Clipboard >> Copy Image button for implementation. . Python scripting disabled whenever Chartboard run with administrative privilege or the Python3.8 release NOT found or installed. . Point and Figure chart stacks now support Charts for Volume and Shorts. . Bug fix with Python script names greater than 63 characters, such files are now ignored . Price-by-shorts overlay added to Point & Figure charts. . Activation of additional keyboard shortcuts (F5 and Ctrl+F4) for View tabs. . Improvements to auto-generation of charts directly from scan results table. Version 3.0.06 (2024-01-17) . Smoother startup experience . Font size, in Point units, now observes monitor resolution. Chart exchanges honor original Font size in Points. Version 3.0.05 (2024-01-03) . Restoration of previous Chartboard workspace session at startup or when subsequent workspace opened. . Stepline alternative available for display of OHLCvs price chart data. . Chartboard GUI size preset definitions. Assessable via [Ribbonbar >> Home >> Resize Chartboard...] command. Use to generate images of pre-determined size. . In place editing of raw OHLCvs data set values (Open, High, Low, Close, Volume, Shorts & PoT) as per list views. Activate by left-mouse double click over cell. . Dataset parsing bug fix with , , and currency field definitions (nnnn.nn or "n,nnn.nn") within CSV formats. . Scanning Drag and Drop facilities upgraded wrt *.pys script and OHLCvs data set folder. . PythonCBEC.pyw script revisions wrt CRoot() class. CRoot(), CStack() and CScanner() hierarchy amended. Script samples upgraded. Version 3.0.04 (2023-11-23) . Scroll bar experience improved wrt template charts drag and drop OHLCvs data sets, rescaling, resizing views. Charts re-draw on completion of scrolling. . Feature added to drag and drop *.pya and *.pys Python scripts from "Windows File Explorer" onto Chart and Scanning Views respectively. Facility already exists for internally mapped scripts from the "Python Scripts Map" Explorer. . Bug fix with PFigure charts attempting to display price data less than 1.00 . Python scripts extended to include PFigure charts. PanF (CScannerPanF and CStackPanF) categories added to CRoot.CStackFactory() and CRoot.ScanFactory() . Restoration of PFigure axis labelling. Inspection cursor legends upgraded for both normal and python modes. . Ribbonbar >> PFigure Charts >> Python Help (Callbacks, Clear Console, Inspector) panel added for compatibility with OHLCvs Chart stack equivalent. . Auto fitted candlestick Harmonics overlay, "Select All" and "De-Select All" context menu additions. Improved inspection cursor exposure. . Full Sectigo digital signature added to download install executable. Version 3.0.03 (2023-10-26) . Orphaned grid properties bug fix. Now cleared when object with focus is de-referenced. . Auto fitted candlestick Reversals overlay, "Select All" and "De-Select All" context menu additions. BLACK & WHITE_MARUBOZU patterns fixed. Improved inspection cursor exposure. . PBars, price difference bars, operational and style changes. . Background and foreground chart color cosmetic fixes. . Additional legacy "P2Pmsgraph" naming strings replaced with "Chartboard". . Installation executable observes Inno-Setup "/verysilent" switch . Chart label with inspection context (normal or python) is hi-lighted. Use left button click over label to change context and legend box contents. . Ribbonbar >> Scan >> Scan Period Units tab, button status update fix. . Diagnostics Console Unicode messages double spacing issue fixed. . Ribbonbar >> OHLCvs Charts >> Chart Stack >> EoD Stack Items checked status fix . Improvements to python diagnostics, as per {Callbacks} check box on Ribbon Bar {Python Help} tab. Version 3.0.02 (2023-06-30) . Refactored display of Shadeset Markups, Shades chart displaced by Shadeset Markup . PythonCBEC.pyw and TestPythonCBEC.pyw revised and extended . Inspection cursor exposure of data legends for OHLCvs chart overlays. Click on chart label to swap between overlays. Labels without Python exposure have blank legends. . Inspection Cursor date legend glitches fixed. . {Clear Console} button added to the Ribbon Bar {Python Help} tabs . Extensions to the {Python Help} >> Inspection cursor legend(s). . Properties Grid extensions for python scripting hints. . OHLCvs chart, Volume overlay placement and integration issues fixed Version 3.0.01 (2023-05-27) . Improved ScriptsMap attachment initialisation sequences. . Sorting fixed for Workspace, CBDatastore, Portfolio, Modelling and ScriptsMap explorer trees. . Splits summary added to "Comments" column in OHLCvs data list view. . Ribbon Bar >> Home >> Window >> New Window conditional on Window type . Ribbon Bar >> Home >> Help Panel >> [Startup Wizard and About items] . Startup Wizard. . Installation folders revised according to Windows 10 & 11 guidelines . PBars chart options added. . P2PmsgODBC(2019).dll dropped from release, addition of P2PmsgraphWizard(2019).dll . Digital signature added to download install executable. . Bug fixes, Ratio Chart. Version 3.0.00 (2022-08-11) . Support for OHLCvs data set splits. Managed via CBDatastore Stock Split Dialog accessed via the OHLCvs data set Ynnnn -> Mnn -> Dnn context menu. . Embedded python used for Advisor and Scanning scripts migrated to version 3.8 64-bit. Python release shipped with Chartboard as "Windows Embedded Package" . Installation scripts (inno setup) revised. . Further extensions to python scripting debug facilities. Toggled on and off via via [Python Help] Panel in OHLCv, PFigure and Scanning Ribbon Bar groups. . Improved URL integration (external or internal) with web sites via Microsoft Edge WebView2 runtime. Such web pages are managed through OHLCvs datasets. IE discontinued . P2Pmsgraph.P2Pconfig renamed to Chartboard.P2Pconfig . Introduction of the {Python Help} >> Inspection cursor. Conceptually, moving the cursor over a chart stack exposes the underlying data in python scripting format. Can be used as both a guide to accessing chart stack data from python or debugging scripts. . Introduction of Properties Grid python scripting hints. Those parameters settings accessible from python scripts expose hints for accessing such values in the "Property Description" region for the selected item at the base of the Grid. . Multiple ASIC Shorts formats supported, ASIC[Pre2022]-CSV and ASIC[Post2022]-CSV. . Migrated to full 64-bit application. Pre-Windows 10 support discontinued. Version 2.4.00 (2022-01-14) . Python-Chartboard callback debug diagnostics with ribbon bar control options. Enhances debug experience and allows raw Chartboard-Python data exchange display to be toggled on and off. Supports all *.pyw, *.pys and *.pya script types. . Fixed units bug with DSeries python positional cursor. . Fixed DaysinWeek scanning bug. . Refactored scanning with respect to Harmonics and Reversals overlays. Includes revision of auto-fitting algorithms. Version 2.3.00 (2021-12-01) . Reversals now support unique A, B and C overlay sets. Fully integrated with python scripts. . Reversal annotations swapped from ellipse to rectangle. Addition of EMA bullish bearish reference line. . Reversal grid properties reflect underlying type. . Harmonics now support unique A, B and C overlay sets. Fully integrated with python scripts. . Chart form clipping improvements. Version 2.2.00 (2021-08-31) . Reversals, refactoring into bullish and bearish groups . Harmonics scanning, SampleScanner[Harmonics].pys . Reversals scanning, SampleScanner[Reversals].pys . Extension of PythonCBEC.pyw to support retrieval of fitted DSeries objects (Harmonics, and Reversals). . CBEC Python script extensions and consistency fixes. . Harmonics OHLCvs chart overlay. . Further Harmonic drawing tool enhancements (Pattern5-0, Head and Shoulders) Version 2.1.00 (2021-07-17) . Embedded Chromium (CEF)/Edge web pages, IE discontinued. . Pre Windows 8.1 support discontinued. . Further Harmonic drawing tool enhancements, AB=CD addition. . Data support for Bitcoin (BTC-USD), Ethereum (ETH-USD) and commodities . WebView2Loader.dll included in release. . Export-Import Market-OHLCvs dataset bug fixes. . Shapes, Notes & Tags drawing tool fixes. . Improved OHLCv web based data (.csv) update/imports (Yahoo, FRED, Gold Council, etc) Version 2.0.00 (2021-05-6) . Reversals Grid Properties . Creation and editing of OHLCvs data import parsers . Inspection cursor and associated legend fix . Momentum Structural Analysis (MSA) Chart . Direct chart generation from scan results. . Bullish Harmonic Trading drawing tools (Gartley, Butterfly, Bat, Crab, Shark, Cypher). . Reference signal lines for (ATR, CCI, Chaikin, CMF, Coppock, MFI, MSA, OBV, ROC, RSI, SLOPE, WmR) charts. . OHLCvs Chart ratio datasets . Point & Figure chart scrolling enhancements Version 1.1.00 (2019-05-09) . Addition of Legend to Scan tab . CBDatastore attachment released as separate download attachment, displaces zip file equivalent. Refer Data Sources web page for further details . Percentage Price Oscillator (PPO) Chart . Drag and drop Python Scanning scripts from Python Scripts Map explorer to active Scan tab view . Drag and drop Python Advisor scripts from Python Scripts Map explorer to active OHLCvs Chart view (LOCAL script) . Chart OHLCvs dataset refresh item on chart view tab menus. . Chart template OHLCvs dataset drag and drop functionality . Chart templates, post OHLCvs datasets to active chart . Auto generation of selected scan stock charts . OHLCvs chart scanning via python Scanning scripts (compliments python Advisor scripts) Version 1.0.03 (2019-01-24) . Short and Long signalines (SMA & EMA) for various oscillators and indicators . Ehlers Fisher Transform chart (EhlerFT) . Ehlers MESA Adaptive Moving Average (MAMA) overlay . Linear or Quadratic Regression oscillator chart (SLOPE) . Portfolio buy, sell and matching sequences. . Shorts by volume overlay bug fixes. . Serialisation of Global and local Python advisor scripts. Version 1.0.02 (2018-11-26) . Regression and Drawing tool edit sequence changes. . Graphic database bug fixes. . Dynamic, DSeries and Manual axis scaling. . Graph Label, DTools, DCurve objects Copy-Paste. Version 1.0.01 (2018-10-20) . Properties Grid cosmetics . Changes to drawing tool edit sequences . Changes to regression curve edit sequences . Ribbon bar grammar changes Version 1.0.00 (2018-08-05) . CBDatastore structures supersede PDatastore structures PDSpace1.P2Pmsgpds no longer ships, down load zipped CBDatastore.zip from data page as required. . Regression curve fitting (Sornettes LPPL bubbles) . Momentum structural analysis (MSA) charts. Version 0.6.01 (2018-03-25) . Regression curves (linear, polynomial and exponential) Version 0.6.00 (2018-01-29) . Heikin-Ashi candles . Logarithmic axis labeling . Drawing Tools, Wedges, Flags and Channels . Python Advisor and Scanning scripts editing . Python Advisor modelling and trade summaries . Modelling limits. Version 0.5.02 (2017-11-16) . PythonCBEC.pyw script extensions . Python advisor scripts may be viewed from within application . Python36.dll included in release . Graphic database, Python advisor related fixes . Point and Figure replay cursor fixes . Point and Figure chart markups . Insidious periodic bug fix . EA Chart and DSeries prerequisites . EA Chart and DSeries locks . Docking EA explorers window . Additional CBEF and CBEC python extensions Version 0.5.01 (2017-08-14) . Windows Console for Python Advisor script debugging . Chart assignment of Python Advisor scripts . Python 3.6 Advisor script integration . Visual Studio 2017 upgrade . Moving averages revision Version 0.4.00 (2017-06-08) . Short selling data support . Shorts Chart, Price by Shorts (PBS) overlay. . Tom Demark moving average I Version 0.3.12 (2017-05-15) . Market Replay with cursor Version 0.3.11 (2017-05-03) . Reversals overlay (Hanging Man, Hammer) . Portfolio, accounts, transaction and dividend markups Version 0.3.03 (2017-02-02) . Modelling, accounts and transaction markups . Portfolio, accounts and transaction markups Version 0.3.02 (2016-11-28) . PDStore merges, news feed URL buttons . Negation of embedded URL Script Error dialogs. . Enhanced Windows integration and exception handling. . Demark indicators, SMA and EMA upgrades. . Circle, Ellipse and Block drawing shapes. Version 0.3.01 (2016-08-24) . Re-release Version 0.2.53 (2016-02-29) . Conditional installation of Redistributable for Microsoft Visual Studio 2015 . Conditional chart backgrounds Version 0.2.52 (2016-02-15) . Graphics upgrade to GDI+. . Price variation bars PBars(Price, Percent). . Stochastic RSI chart stack item (StochRSI). . Point & Figure chart, Price by Volume overlay (PBV) Version 0.2.51 (2016-01-20) . Scrollable chart stack. No-scroll, Fixed and Dynamic Ribbon UI items. . Ribbon UI facilities to manage chart stack. . Moving averages Rainbow overlays Version 0.2.50 (2015-12-21) . KST, TRIX, VORTEX and TSI chart stack items Versions 0.0.00 through to 0.2.49 . Off-line (non-SQL) data store and retrieval . Scrollable Yearly, Quarterly, Monthly, Weekly and Daily formats . Bar, Line, Candlestick, Point & Figure charts . MACD, RSI, CCI, WmR, OBV, Chandelier, STO, DPO, ATR, Coppock, ROC, StdDev, Chaikin, CMF, ADX, KST, EFI and Volume oscillators. . Trend line, Fibonacci retracement, Fibonacci time line, Fibonacci fan drawing capabilities. . Bollinger bands, Ichimoku Cloud, Chandelier Exit, Price by Volume (PBV), Zig-Zag, Keltner channels, Moving average overlays and indicators. . Numerous chart definitions collated and persisted across single or multiple workspaces . Metastock, EZYChart, Insight Trader, Stock Easy and CSV end of day price formats supported . Export and import of chart definitions via *.Msgraws#Chart files . Export and import of data sets via *.Msgra#Dataset files . Export and import of shade definitions via *.Msgra#Shades files . Copy and Paste components . Chart inspection facilities . Chart copy and paste (templates) . Background shading for recessions etc. . Dynamic properties display and selection Copyright © 2014-25 Ivyware Pty Ltd. --- End of document