Contents

• Get historical data
• View data information
• Chart data
• Add indicators
• Add overlays
• Multiple Charts
• Plot indicators/overlays only
• Create custom indicators

Get Started

Get historical data

Historical data is easily downloaded and managed with the stockasset function. First, define EndDate (the final date of data), DateRange (the period over which data is retieved), and StockList (list of stock symbols). Then, use them as inputs to stockasset to get the data:

DateRange = '1year';

EndDate   = datevec(now);

StockList = {'DIS', 'PG', 'JPM', 'XOM', 'JNJ','GE', 'MSFT', 'EXC','MON'};

MyStocks  = stockasset(EndDate,DateRange,StockList);

The resulting structure MyStocks has the following properties:

MyStocks

MyStocks = 

  1x9 stockasset

  Properties:
    Symbol
    Name
    Exchange
    StartDate
    EndDate
    Dates
    Open
    High
    Low
    Close
    Volume
    AdjCl
    ShortData

To access the structure for a specific stock, use either a numeric index (MyStocks(6)), or the name of the stock (MyStocks('GE')):

MyStocks('GE')

ans = 

  stockasset

  Properties:
       Symbol: 'GE'
         Name: 'General Electric Company'
     Exchange: 'NYSE'
    StartDate: '2008-10-22'
      EndDate: '2009-10-22'
        Dates: {253x1 cell}
         Open: [253x1 double]
         High: [253x1 double]
          Low: [253x1 double]
        Close: [253x1 double]
       Volume: [253x1 double]
        AdjCl: [253x1 double]
    ShortData: [1x1 struct]

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View Data

Create a table with details about the data with the stocktable function.

stocktable(MyStocks)

Produces the follwing table:

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Chart data

Display data with the stockchart function. Customize chart settings such as chart type ('candle', 'ohlc', etc..), chart period ('3months', '1year', etc..), and more with chartoptions.

coptions = chartoptions('candle','3months');

figure(1)

clf

hgroup = stockchart(MyStocks('GE'),coptions);

xlabel(hgroup(end),'Date')

title('MyStocks: GE','fontweight','bold')

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Add Indicators

Add indicators to the chart with the addindicator function.

accdist = MyStocks.accumdist;

mcd     = MyStocks.macdiv(13,26,9);

stoch	= MyStocks.fullstochosc;

iStock  = 6;

hgroup = addindicator(hgroup,mcd{iStock},'centered','macd');

hgroup = addindicator(hgroup,accdist{iStock},'centered','A/D');

hgroup = addindicator(hgroup,stoch{iStock}(:,[3 4]),'banded',[20 80],'slowstoch');

xlabel(hgroup(end),'Date')

title(hgroup(1),'Adding Indicators','fontweight','bold')

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Add Overlays

Add an overlay with addoverlay.

bbands = MyStocks.bollingerbands;

addoverlay(hgroup,bbands{iStock},'BBands(20,2)')

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Multiple Charts

Create figures with mutliple charts.

coptions = chartoptions('candle','2months');

nrows    = 2;

ncols 	 = 4;

accdist  = MyStocks.accumdist;

mcd      = MyStocks.macdiv(13,26,9);

stoch	 = MyStocks.fullstochosc;

bbands   = MyStocks.bollingerbands;

nStocks  = length(MyStocks);

figure(1)

clf

for i = 1:(ncols*nrows)

  if i>nStocks, break, end

  hgroup = stockchart(MyStocks(i),coptions,'subplot',[nrows ncols i]);

  addoverlay(hgroup,bbands{i},'BBands')

  hgroup = addindicator(hgroup,mcd{i},'centered','macd');

  hgroup = addindicator(hgroup,accdist{i},'centered','A/D');

  hgroup = addindicator(hgroup,stoch{i}(:,[3 4]),'banded',[20 80],'slowstoch');

end

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Plot Indicators

Use the indchart function to easily visualize indicator data. For example, look at the MACD:

fastperiod = 13;

slowperiod = 26;

trigperiod = 9;

mcd1 = MyStocks.macdiv(fastperiod, slowperiod, trigperiod);

figure(1)

clf

indchart(MyStocks,mcd1{1}, 'centered', '3months')

xlabel('Date')

title('MACD','fontweight','bold')

Or, look at the RSI:

period = 14;

rsi1 = MyStocks.rsindex(period);

figure(1)

clf

indchart(MyStocks,rsi1{1}, 'banded', [30 70], '3months')

xlabel('Date')

title('Relative Strength Index','fontweight','bold')

Custom Indicators

Create your own custom indicators. Note the use of brackets when not explicitly indexing MyStocks.

for i = 1:length(MyStocks)

   MyIndicator{i} = (MyStocks(i).Close - MyStocks(i).Open).*[MyStocks(i).Volume];

end

figure(1)

clf

indchart(MyStocks,MyIndicator{1}, 'centered', '3months')

xlabel('Date')

title('MyIndicator','fontweight','bold')