To remove a categorized market from your QuoTracker database:

• From the 'Database' menu, select 'Maintain...' function.
• Select the 'Delete' tab.
• Go to 'Delete Categories' and select a market you want to delete from the combo box.
• Click 'Delete' button to execute. A message box will inform you about the result.

To add a categorized market to your QuoTracker database:

• From the 'Database' menu, select 'Maintain...' function.
• Select the 'Add' tab.
• Go to 'Add New Categories' and select a market you want to add from the combo box. Upon your selection, the 'Required Source Database' should indicate which file is needed.
• Click the button 'Add' to add it. A message box will inform you about the outcome.

• To lock your QuoTracker: From the 'View' menu, select 'Password', and 'Set Password' to set your password. Once the password is set, this function is disabled. Instead, you will see two other options: 'Change Password' and 'Lock QuoTracker'. Use 'Change Password' to change or reset (set to blank) your password. Use 'Lock QuoTracker' to temporarily lock your QuoTracker session. It will minimize QuoTracker's main window (other windows are not affected). When clicking on the QuoTracker icon in the taskbar while it is locked, it will first prompt you for a valid password.
• To lock your portfolio, you have to first set a password for it: From the popup menu in the treepane, select 'Portfolio Protection...'. You can set a password for each individual portfolio (e.g. corresponding to that of your banking account), or set one password for all portfolios (only when none of the portfolios have been password-protected). There are two levels of portfolio protection: 'View and Edit' protection is more restricted, and 'Edit Only' is less restricted. Once password is set, you have to unlock it before you can take actions on it (when you set a password for a portfolio, that portfolio is unlocked automatically for that session). You can lock and unlock the protection by selecting the corresponding popup menu functions in the treepane. When a password is set for 'View and Edit', you will be asked for it whenever you try to look at it (e.g. click on the portfolio node in the treepane) or to edit it (e.g. do transactions or archiving) for the first time in a session. When it is set for 'Edit Only', you can look at it without password, but if you want to modify it you will be asked for its password.

Note that you have to enable alert watch by pressing down the 'Alert' button on the gridbar (the third button from the right) in order to make alert working. You can also enable it by checking the menu function 'Watch Alert Now' from the 'Alerts' menu. If you prefer to always watch alert, you can check the menu function 'Activate Alert Watch on Startup' from the 'Alerts' menu (or through corresponding item in the 'Alert' tab of the options window).

• If you don't want to see certain categories, disable them in the General tab. Some startup and closing actions are defined here as well.
• To change main windows' outlook, go to View tab. Here you can define how toolbar and statusbar to be shown and which font to use.
• To change the default quote server (Canada-stockwatch or Yahoo) or automatic update frequency, go to Updates tab. Here you can also define market hours and holidays that are used to enable/disable market hour activities.
• To change appearance of the gridpane, go to Display tab. Here you can define display patterns for grid headers, quote area, last price, up/down change, today's news, and portfolio summary (for displaying portfolio only)
• To set alert behavior, go to Alert tab. Here you can define what will happen when an alert is activated: highlight or flash quotes, play a sound, or send a message to the center alert box. Note that the real alert criteria must be set for each individual security by using 'Edit' -> 'Alert Definition' function from the popup menu of the gridpane.
• To set quick links to your favorite web sites, go to Links tab. There are three types of quick links: Symbol-specific links, double-click links, and general links. Symbol-specific links give you options to define links to chart, quote, news, profile or others of your favorite web sites, which can be easily and quickly accessed by right-click on that symbol and select a link from the popup menu. Double-click links are actually shortcuts of the frequently used symbol-specific links. It allows you to quickly get to a link by double-click on a specific area of the gridpane. The general links are shortcuts to your favorite sites, not specially related to a security (or maybe it is but we don't know how to bind them). It is like Microsoft IE's favorites, but with a small additional feature that it allows you to specify whether you want to see the link in a new window. General links are accessible either from the 'View' menu or from the popup menu of the gridpane.

Note that many options (but not all) are also available in the main window's menus for your quick access.

You can modify any view format by changing its display content, order and appearance. You can add your own new format to show some special fields meaningful to you. You can rename or delete your own defined formats but not the basic ones.

• To modify a view format, right-click anywhere on the header of the gridpane and select 'Display Settings' and then 'Manage Columns...' from the popup menu. In the 'Grid Display Format' window, you can select the display content by check or uncheck items, reorder columns by drag-and-drop, change column header, width and alignment for each individual column.
• To add a new format, right-click on the header of the gridpane and select 'Save Format As...' to save the current format as a new one and then modify the new format using similar procedure as described above.
• To define a default view format for a folder, name the new view format after the folder, and then modify. You can also make an existing view format default through rename it.
• You can change the current view format temporarily by using functions in the popup menu (when right-clicking on grid header). For example, you can hide the current column where mouse is right-clicked. You can change its alignment for the current column. You can reorder columns by directly drag-and-drop column headers, or you can change column width by directly drag-and-drop column separators. These changes are temporary unless you save it using 'Save Format' function from the same popup menu before you move to another format.