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For easy daily access to Money.Net download the Money.Net desktop application  

If you have any questions, you can reach us in several ways


1. Toll Free Support Line : +1-888-860-4800 option 1

2. Email Support : support@money.net

3. Chat Support on the help page.


For billing queries, you can reach us in one of two ways:

1. Toll Free Support Line : +1-888-860-4800 option 2

2. Email Billing : billing@money.net

Money.Net can be run in two ways


1. From the downloadable desktop application.  This is the recommended way to run Money.Net and is the best solution if you are using your own computer.  The installation required is much smaller than a full Java installation and you will note improved speed and stability.  You can get the desktop application by going to www.money.net/download.


2. In a web browser (like Internet Explorer or Firefox).  To run in a browser you will need install a free browser plug-in called Java.  You can get Java by going to www.java.com.   This is a good solution if you are using a computer that is not your own or that you do not have permission to install software on.


Note
Note: As of April 2014, Chrome no longer supports the plugin required to run Java.  Please use an alternate browser or the downloadable desktop version of Money.Net.

Quick Links:

Table of Contents
exclude(For easy|If you have|Money.Net can be|Quick Links|IMPORTANT NOTE|NORTH AMERICAN|FUTURES|INTERNATIONAL STOCK|\*Exchange fees).*


Money.Net Platform Overview


In Money.Net, you can create up to twenty completely customizable views. In each view, you can add multiple modules, resize modules, and customize all colors and settings for each module

Top Banner Area

The top banner area is a permanent header.

Search: The search bar allows for you to type in ticker symbols and immediately pop open a Tear Sheet overview, or send to other module types.


Indices/Stocks: The default top banner shows the three main US Equity Indices (DOW, S&P, NASDAQ) and 2 or 3 other stocks. You can fully customize this top banner and show up to six indices and/or stocks (depending on your screen size and resolution). To customize your top banner, click on the Settings wheel and then on "Configure Top Banner". Enter your labels (what you want to see them called) in the left hand blanks and the ticker symbols in the right hand blanks. Click OK. Make sure to click the save icon when finished and choose “Save Now”. (shown to the right).


Navigation Menus: In the top banner are the main navigation and preference menus. From left to right they are the: Save Menu, Settings Menu,  "Views", "Modules", “Toolkit”, "Speed Desk", "Research", “TV Clipster”, and
"Excel” (shown to the right).

“Help” menu: The help menu selection next to Settings will open our easy to use contact form in your default web browser. You can also access live support chat on the bottom left of that page.



News Sounds Icon: The microphone icon (second farthest from the right) will toggle your news sounds between Human Squawk (breaking news read by a live person), Automated Squawk (major headlines read out loud by computer), simultaneous Automated and Human Squawk, Bell Ding for major headlines, Classical Music, and Silent.



How to Navigate

In this section we will cover each of the navigation menus.

Views

The first nine entries in the menu are the default Views. You can think of Views as virtual desktops inside of Money.Net. Each View can be customized to have any modules that you want in them (explained later in the guide). The default Views can be changed or removed at your preference. They are simply examples of common views that someone might create.

Expand
titleUsing this menu, you can…
  • Switch between any of your Views by clicking on its thumbnail/name.

  • Add a New View - You can have up to twelve independent Views. This will create an additional one.

  • Share Current View with Buddies - You can share any of your views with a friend or colleague that also uses Money.Net.  You will be prompted to search for them by username or email if you haven’t already created a buddy list.

  • Rename Current View - This is used to change the name of the view that is currently visible. For example, if you are looking at the Charts view, renaming it will change “Smart Charts” to something new. You can rename any custom View that you have created AND the default Views.

  • Move Current View Up - Moves the currently selected view up in the order of Views.
  • Move Current View Down - Moves the currently selected view down in the order of Views.
  • Set Current View as Default - This will make the view that is currently visible the first View that loads when you log into Money.Net.

  • Delete Current View Permanently - This will make the view that is currently visible disappear forever once you have saved.  Please make sure that you want to get rid of your current view before doing this.


 


 The “Views” menu looks like this.


Modules



Expand
title Using this menu you can…
  • Add any of the available modules to any view (explanation of each module can be found here).

  • Modify Position of all Open Modules in current view - Here you can make concurrent placement and sizing changes to all modules in your current view.  

  • Tile all modules - Makes all modules in the current view the same size and attempts to space them evenly into the view side by side.

  • Stagger/Cascade all modules - Places all modules in the current view into an offset stack so that all of the title bars are visible.

  • Restore position of all modules - Modules that have been minimized or maximized in the current view will be sized back to how they began.

    Note
    Note: This will not work if you have saved after maximizing or minimizing.
  • Minimize all modules - minimizes all modules into the bottom area of the current view.

  • Popout all modules - pops out all modules from the current view outside of the platform boundaries and into their own windows.  
Warning
Note: There are few cases where this is desirable, please ask technical support if you are confused about this feature.

The “Modules” menu looks like this.


TV Clipster

Using this menu you can set keywords that will trigger and alert you when your keyword is mentioned on the most popular financial news networks. You simply enter a phrase like “apple” or “Elon Musk” in the blank and press your enter key. To manage your previously created alerts, you can click on “Manage Alerts” in the menu.

The “TV Clipster” menu looks like this.


Toolkit

Expand
titleFrom this menu you can launch…
  • News
    • Top News - This will give you the major market news for the day.
    • News Heat Map -  This will launch a weighted heat map of news stories based on relevance and popularity.
  • Market Summary

    • Intl Government Bonds - This allows you to view data on government bond yields and curves.

    • Intl Markets - This will give you an overview of international indexes/markets.

  • Discover

    • Ticker Search - This will launch a search for the Money.Net formatted symbols for the stocks you want.

  • Screeners
    • Screening - This launches Money.Net's versatile screening module.

    • ETFs - This will allow you to browse and search for available Exchange Traded Funds.

    • Mutual Funds - This will allow you to browse and search for available Mutual Funds.

    • Research Reports - This will allow you to browse and search for available premium research from Zack's.

  • Calendars
    • Economic Calendar - This will launch a calendar that you can use to see upcoming major market events and holidays.

    • Conference Calls - This will launch a list of conference calls for the day with full audio
  • Trade Idea Generation

    • Back Testing - This launches Money.Net's powerful strategy back testing module.
    • Fast Movers - This will allow you to quickly get an overview of the fastest moving stocks of the day.

    • Risk ON Risk OFF - This will give you an overview of the risk on and risk off markets for the day.

    • Unusual Options - This will give you an overview of unusually high volume options trading for the day.

    • Top Financial TV - This will launch a list of popular TV Clipster alerts 

    • FX Crosses - This will give you access to a visual overview of the most common FX pairs.  It also provides access to FX Forwards data.

    • FX Analytics - This will give you an overview of positions and other macro information about the FX market.
    • Futures Curves - This launches a module that can generate futures curves for Money.Net futures symbols

    • Commodity Toolkit - This will launch a module that allows you to access oil refinery alerts, informational tweets near refineries, news and more.

  • Calculators 

    • Option Pricing Calculator - This will launch a calculator that will allow you to price options with Black Scholes, European Binomial, or American Binomial.

    • Implied Volatility and Greeks - This will launch a calculator that will allow you to find the Implied Volatility of options


The “Toolkit” menu looks like this.
Click the downward chevrons at the bottom to see more choices.


Speed Desk

The Speed Desk is the fastest way to see the most important news of the day when you don't have time to view every headline.  For the news hound with a busy schedule.

The Speed Desk looks like this.

Settings

Expand
titleIn this menu you will find…
  • Manage

    • My Alerts/Holdings - Here you can edit an overview of all of your portfolios holdings and price alerts.

    • My News Alerts - Here you can edit your call level news alerts/texts
    • My Portfolios - Here you can view, add, edit, and delete a list of default and custom portfolios.

    • My Quote Grids - Here you can modify settings for all of your quote grids.

    • My Buddies - Here you can view and edit a buddy list of fellow Money.Net users.

    • My Buddy/Chat Profile - Here you can add information about yourself and apply privacy settings to your Money.Net user profile.

    • My Hot Keys - Here you can configure and customize hot keys for quick access to your favorite modules.
    • My Settings Revisions - Here you will be able to restore back to previous save states for your settings and portfolios. This will ease the recovery from an unintentional save.

  • Settings

    • Sounds Off/On - This will turn off/on the squawk and sound alerts for News in Money.Net

    • Autohide Controls Off/On - This will turn off/on the module toolbar autohide feature to free up space in your view.

    • Auto-Logout Interval - Allows you to set your platform to automatically log itself out after a certain amount of idle time.  You can choose 30 minutes, 1 hour, 1.5 hours, 2 hours, or never.
    • Open Toolkit in App  Off/On - This will turn off/on toolkit items launching inside of the platform vs. in your default web browser.

    • Launch Symphony at Startup - This will make Symphony launch in your default web browser when you launch the Money.Net platform
    • Configure Look & Feel
      • Set Color Skin for all modules - This will allow you to choose a default pack of colors to apply to ALL of your modules. Remember if you don’t like the change, don’t save.
      • Configure Colors - This menu will allow you to modify the color settings for all of your modules individually or all at once.

      • Configure Top Banner - This will pop open the settings for Top Banner to allow you to set your own custom ticker symbols.

      • Configure Font Family - Allows you to change font options for the platform.
    • Real-Time Futures Data for Excel - This is a special setting for users that have opted in to a real time futures exchange.  After having successfully installed the Excel Add-in, opening Excel, and logging into Money.Net, users will click this to make their available real time tickers accessible from Excel. More information about Real-Time Futures can be found here.

  • Import My Holdings

    • Import Holdings from a File - Here you can import a portfolio that you have prepared outside of Money.Net (perhaps exported from another program). Note that the format for the text file is a very specific “comma separated values” format. To see an example, click on “Give me an example of the TXT input format” and you will be prompted to save the example file.

    • Import Holdings from Screamer - Long time customers of Money.Net may have their portfolios saved in an older version of the software called “Screamer”. This option will pull the portfolio data from the old account into the new Money.Net software. 

    • Ask Money.Net to help you import - This is a quick way to open a contact form for support in your default web browser. You can also use the support contact information at the beginning of the Handbook.

  • Export Data

    • Export Live Streaming & Historical data to Excel - This will open a web page in your default web browser that will allow you to download and install the Microsoft Excel Money.Net plug-in.

  • How to Use Money.Net

    • Ticker Symbology Guide - This will open a document with examples of all of the available ticker types that you can use in Money.Net   

    • Reference Guide - This will open the guide that you are currently viewing in your default web browser.

    • F.A.Q. - This will open our frequently asked questions guide in your default web browser.

  • My Account

    • Manage my Money.Net Account - This will open www.money.net/account in your default web browser. You can easily update your billing information, view the Symbology Guide, access the download center, and more.

    • Refer a Friend - This will open a page that allows you to invite your friends and earn free months of service from Money.Net
  • About Money.Net

    • About Money.net - This will show you information about the version of Money.Net that you are currently using.

    • Update - This will allow you to manually download and install the latest version of the software.


 

The “Settings” menu looks like this.


In Money.Net, you will be employing modules to view the data that you want to see. As discussed earlier in the guide, the default Money.Net view contains examples of several types of modules. There are currently twenty-five types of modules that you can use when setting up your views. Modules can be thought of as a “window” to data on the “desktop” that is a view. Modules can be moved, resized, and named to your liking.

In this section we will cover each of the modules available to you.


There are many features and modules available in Money.Net.  Because no two users are exactly alike, there are also a lot of ways to customize your Money.Net experience like changing colors, module sizing, and arranging modules in your Views.

In this section we will cover the major features that you can change and configure.


 

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