Download QuickTrieve Fixed Portfolios

Effective6/30/2000
Visit our web site at www.csidata.com
CSI® Data Retrieval Service
Rate Schedule
Topic
See page #
Daily Update Subscriptions (including historical data with most packages) .................................................. 1-6
Historical Data (See pages 2 - 4 for history provided with Unfair Advantage and QuickTrieve) .........................7
Software, Shipping & Return Policy .................................................................................................................8
Order Form .......................................................................................................................................................9
Agreement .......................................................................................................................................................10
Summary of Daily Update Subscriptions
(12-month prepayment required. Charges are cumulative for multiple update categories.)
CSI offers two software products for downloading data by non-commercial, personal and private users of CSI market
and data services. The downloader software used determines the pricing options available to you. Our wide range of
offerings lets you get the data you need at a price you can afford. All services are offered exclusively under our OneYear Prepaid Subscription plans, allowing CSI to focus efforts on providing the best data and software service possible.
Software
Updates
System
Include
Unfair
North American Futures
Advantage®
Unfair
North American Futures plus
Advantage®
corresponding options
Unfair
U.S. Stocks,
Advantage®
Funds and Indices
Unfair
U.S. Stocks, Funds and Indices
Advantage®
plus corresponding options
Unfair
All World Futures (includes North
Advantage
American Markets)
Unfair
World Futures
Advantage®
plus corresponding options
Unfair
World Stocks,
Advantage®
Funds and Indices
Unfair
World Stocks, Funds and Indices
Advantage®
plus corresponding options
QuickTrieve
Up to 5 contracts
Mini Portfolio
or 50 stocks
QuickTrieve
Fixed Portfolio
Fixed Portfolio
Number 2
QuickTrieve
Fixed Portfolio
Fixed Portfolio
Number 6
QuickTrieve
Fixed Portfolio
Fixed Portfolio
Number 7
QuickTrieve
Fixed Portfolio
Fixed Portfolio
Number 8
#
History
Provided
Yes
(on CD)
Yes*
(on CD)
Yes
(on CD)
Yes*
(on CD)
Yes
(on CD)
Yes*
(on CD)
Yes
(on CD)
Yes*
(on CD)
250 months
(by modem)
100 years
(by modem)
100 years
(by modem)
100 years
(by modem)
100 years
(by modem)
License
Fee#
$150
$150
$75
$150
$225
$300
$75
$300
Waived
Waived
Waived
Waived
Waived
Direct-Dial
Rate
$348/year
($29/month)
$576/year
($48/month)
$144/year
($12/month)
$372/year
($31/month)
$528/year
($44/month)
$876/year
($73/month)
$348/year
($29/month)
$696/year
($58/month)
$156/year
($13/month)
$468/year
($39/month)
$348/year
($29/mo.)
$348/year
($29/mo.)
$468/year
($39/mo.)
U.S./Canada
Network Rate
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
$199/year
N/A
N/A
N/A
N/A
The License Fee is a one-time charge that is required only for the one highest priced option chosen. *Unfair
Advantage comes with no more than two years of history on options. See Pg. 2 for details on Unfair Advantage
Packages and pgs. 3 – 6 for QuickTrieve Packages. Prices subject to change without notice.
Unfair Advantage Software and Data Services
Unfair Advantage delivers commodity data in a way that you can readily use it - sorted, adjusted and formatted as
a custom trading tool. Whether you want charts, technical indicators or simply market data that is compatible with your
many trading systems, Unfair Advantage does it all. It’s data retrieval, management and analysis made easy.
Order Today and Receive:
•
•
•
•
A complete futures, cash, stock and option historical database, delivered on CD. During installation, you'll
have control over which will be transferred to your own computer. Your subscription category with CSI
determines which historical files will be unlocked for access and for ongoing daily updates;
Daily summary updates on over 600 North American or world futures markets, including cash prices, and
stocks and options (if desired) can be accessed via the Internet or directly from CSI in a daily phone call;
Automatic error corrections, holiday listings and information on unscheduled market outages;
A concise printed User’s Manual and on-line help through the software.
Special Features:
•
•
•
•
•
•
•
•
UA supports customized charts and tables of normal contracts or your choice of continuous series;
UA's enhanced Stock ScannerTM lets you write your own custom screening studies with VisualBasic or Perl;
MultiMarket Analyzer (MMA) and Trading System Performance Evaluator (TSPE) included!
Snapshot views of today’s update show the current price and net change for every contract;
UA’s portfolio system lets you quickly review those markets of interest to you;
UA’s downloader automatically requests and processes missing updates from the most recent two months;
UA's super-compressed format consumes minimal disk space and is easily converted to almost any format;
UA's Application Programming Interface (API) allows third-party software vendors to create their own
automatic applications, and API users with specially designed software to tap into the raw UA database.
Unfair Advantage Hardware Requirements:
•
•
PC computer running Windows NT®/95®/98® and 32MB RAM (at least 200 MHz recommended)
60 MB free disk space (165 MB for stocks), CD-ROM drive and modem
Licensing Agreement and Pricing:
•
•
All UA subscribers must accept the license agreement, which allows only for individual, personal, private use
of the data by the licensed user. The subscription charge and licensing/data fees paid to CSI give a license to
use the software, retrieval service and supplied data during the subscription term. See pages 8 & 9.
Rates shown are for once-a-day updates: Add $144/year to double-access North American markets or
$216/year for all world markets. Months of service must be contiguous; partial or non-accessed months count
as full months. All prices are subject to change without notice.
Unfair Advantage Subscriptions
(12-Month Prepayment required)
Unfair Advantage
Updates Include
History Provided
License Fee
Internet Access/
Direct Dial Rate
North American Futures
North American Futures plus
corresponding options
U.S. Stocks, Funds and Indices
U.S. Stocks, Funds and Indices plus
corresponding options
All World Futures (including NA)
World Futures
plus corresponding options
World Stocks, Funds and Indices
World Stocks, Funds and Indices
plus corresponding options
Yes (on CD)
Yes
(on CD)
Yes (on CD)
Yes (on CD)
(options limited to 2 yrs.)
Yes (on CD)
Yes (on CD)
(options limited to 2 yrs.)
Yes (on CD)
Yes (on CD)
(options limited to 2 yrs.)
$150
$150
$348/year ($29/month)
$576/year ($48/month)
$75
$150
$144/year ($12/month)
$372/year ($31/month)
$225
$300
$528/year ($44/month)
$876/year ($73/month)
$75
$300
$348/year ($29/month)
$696/year ($58/month)
2
QuickTrieve/QuickManager® Software and Data Services
QuickTrieve and QuickManager, CSI’s original DOS PC downloader and data management programs, have been used
by traders for over a decade. These programs will help you process historical data received on disk and let you download
daily updates and historical data via modem. Graphics are supported with QuickPlot®. Through QuickTrieve, CSI offers
complete database services, including updates on global commodities, stocks, indexes and mutual funds.
Order Today and Receive:
•
•
QuickTrieve, QuickManager, QuickPlot and QuickStudy® software with on-line manuals;
Free Test-File access to assure compatibility with hardware and software;
Special Features:
•
•
•
Access your choice of “Fixed” or “Custom” portfolios;
Each QuickTrieve program can update up to ten portfolios in a single call;
QuickTrieve offers access via direct-dial or network phone service.
QuickTrieve Hardware Requirements:
•
•
•
A PC (compatible) computer running DOS 2.0 or higher or Windows 3.1, Windows 95 or Windows 98
At least 640K RAM and a hard drive with at least 4 MB free space;
A DOS-compatible modem (for data retrieval).
Licensing Agreement and Pricing:
•
•
•
QuickTrieve users are subject to the Data Retrieval Service Agreement at the end of this schedule;
Usage of prepaid service need not involve contiguous months, but each partial month counts as a full month;
Refunds for unused service are limited as described in the Return Policy on page 8.
QuickTrieve Custom Portfolios
•
•
•
•
•
Custom portfolios provide once-a-day updates on data from your choice of world markets. Portfolio content is
arranged and may be modified by the user through the software. A $10 minimum charge applies to portfolio
changes handled by the CSI Sales/Technical Support staff.
In our Custom Portfolio packages, you can mix and match futures and cash with stocks, indexes and funds. One
contract equals one delivery month. (E.g. April and June gold equal two contracts. Each contract trades off
evenly with any group of ten stocks, indices and mutual funds.) If a portfolio contains a mix of stocks, mutual funds
and futures, the CSI accounting system will count each commodity contract as equivalent to ten stocks.
Prepaid custom portfolios include history on-demand, allowing you to do extensive historical testing right from
the start. History on-demand refers to futures, stock, index and fund data ordered through the QuickTrieve
software for immediate on-line retrieval. All history on-demand orders are subject to a 3-month minimum per
series. All prices are subject to change without notice.
Seasonal Indexes are not available as history on-demand, so they not included in this offer.
These rates apply to a maximum of 26 updates per month. If more than 26 days are updated, a surcharge of 4%
of your monthly rate will apply for each additional update. These rates apply to domestic and Canadian network
callers and to those dialing direct from any location.
Custom Portfolio Subscriptions
QuickTrieve
Updates Include
Up to 100 contracts
or 1000 stocks
Up to 5 contracts
or 50 stocks
(12-Month Prepayment required)
History Provided
License
Direct-Dial
Fee
Rate
100 years
(by modem)
250 months
(by modem)
Waived
Waived
3
$348/year
($29/month)
$156/year
($13/month)
U.S./Canada
Network Rate
$432/year
($36/month)
$199/year
QuickTrieve Fixed Portfolios
We currently offer four pre-defined Fixed Portfolios to investors using PC-compatible computers and our QuickTrieve
software. These portfolios are varied in their scope and content, but all offer excellent value for the money.
Fixed Portfolios:
• Offer a pre-set list of markets and contracts
• Require no user maintenance of the portfolio, and cannot be changed by the user
• Provide our best values for large quantities of data collected with QuickTrieve
• Can be downloaded alone or in conjunction with other portfolios, priced separately
• Are updated in less than two minutes each day (often much less)
Multiple Fixed Portfolios may be downloaded in a single data transmission. Fixed Portfolios may be combined with
Custom Portfolios to round out your database with specialty data, overseas markets, etc. Fixed Portfolios are
available daily after 6:45 p.m. Eastern time using QUICKTRIEVE version 4.05 or higher.
Fixed Portfolio content: The data supplied through fixed portfolios are the same as that supplied through custom
portfolios, with the provision that portfolio content can't be changed. All series include the open, high, low, close,
total volume and total open interest. Two (#2 and #6) also hold contract-level volume and open interest as noted. For
Globex markets, we supply the official (combined) session open, high, low and close, with the exception of S&P 500
futures, which is day-session data.
Day-session pricing for other Globex markets is available through Fixed Portfolio Z. CME, CBT, NYMEX and
COMEX data includes day-only series, with evening Project A and ACCESS excluded.
Fixed Portfolio Subscriptions
(12-Month Prepayment required - Rates subject to change without notice)
Updates
Include
History
Provided
Initiation/
License Fee
Direct-Dial
Rate
U.S./Canada
Network Rate
GLZ
Fixed Portfolio #2
Fixed Portfolio #6
Fixed Portfolio #7
Fixed Portfolio #8
none
100 years
100 years
100 years
100 years
waived
waived
waived
waived
waived
$180/year ($15/mo.)
$468/year ($39/mo.)
$348/year ($29/mo.)
$348/year ($29/mo.)
$468/year ($39/mo.)
N/A
N/A
N/A
N/A
N/A
QuickTrieve Fixed Portfolio Descriptions
The original fixed portfolios 0,1,3-5 are being phased out, but some are still available to existing subscribers at their
original prices. Please see Fixed Portfolios GLZ, plus 2 and 6 through 8, below for our current choices.
GLZ Day-Session Data
Updates include the front 4 contract months of Day Session data for Globex markets. QuickTrieve can automatically
retrieve this data with your normal updates. The data includes: day-session open, high, low and close with total
combined session vol. & OI.
Australian Dollar
British Pound
Canadian Dollar
Deutschemark
Japanese Yen
Swiss Franc
Eurodollar
Treasury Bills
4
Treasury Bonds
T Notes - 10 Yr.
Fixed Portfolio #2
Daily updates include all active trading months plus current-day cash prices (where available) for each of
approximately 100 commodities. (Lag-day cash or nearest future contracts are supplied for most markets for which
current-day cash it not available.) Both total and contract-level volume and open interest are supplied for commodities.
An assortment of popular indices and stocks is also included. The list below shows the current offerings for Fixed
Portfolio #2, which involves approximately 1,300 contracts and securities. THE CONTENT OF THIS PORTFOLIO
IS SUBJECT TO CHANGE WITHOUT NOTICE AT CSI’S DISCRESSION.
U.S. Futures & Commodities
Australian Dollar, 24 hr (CME)
Australian Dollar, day (CME)
British Pound, 24 hr. (CME)
British Pound, day (CME)
Canadian Dollar, 24 hr. (CME)
Canadian Dollar, day (CME)
Deutschemark, 24 hr. (CME)
Deutschemark, day. (CME)
French Franc (CME)
Japanese Yen, 24 hr. (CME)
Japanese Yen, day. (CME)
Mexican Peso, 24 hr. (CME)
Swiss Franc, 24 hr. (CME)
Swiss Franc, day (CME)
U.S. Dollar Index (FINEX)
Crude Oil, Light, day (NYMEX)
Heating Oil #2, day (NYMEX)
Liq. Propane, day (NYMEX)
Natural Gas, day (NYMEX)
Unleaded Gas, day (NYMEX)
Eurodollar 3 mo., 24 hr. (CME)
Eurodollar 3 mo., day (CME)
Fed Funds Rate, 1 mo. (CBT)
Libor, 1 mo., 24 hr. (CME)
Libor, 1 mo., day (CME)
Municipal Bond (CBT)
U.S. T-Bills, 3 m., day (CME)
U.S. T-Bond, 24 hr. (CBT)
U.S. T-Bond, day (CBT)
U.S. T-Note, 10 yr., day (CBT)
U.S. T-Note, 2 yr. (CBT)
U.S. T-Note, 5 yr., 24 hr (CBT)
U.S. T-Note, 5 yr. (FINEX)
U.S. T-Note, 5 yr., day (CBT)
U.S. T-Bills, 3 m, 24 hr (CME)
U.S. T-Note, 10 yr., 24 hr (CBT)
Corn, day (CBT)
Oats, day (CBT)
Soybean Meal, day (CBT)
Soybean Oil, day (CBT)
Soybeans, day (CBT)
Wheat, day (CBT)
Wheat, Kansas City (KCBT)
CRB Index (NYFE)
DJIA Index , day only (CBT)
DJIA Index, 24 hr. (CBT)
E-Mini S&P 500 (CME)
S&P 500 Index, 24 hr, (CME)
S&P 500 Index, day (CME)
NASDAQ 100 Index (CME)
NYSE Comp. Index (NYFE)
Feeder Cattle (CME)
Lean Hogs (CME)
Live Cattle (CME)
Pork Bellies (CME)
Copper, high grade, day
(COMEX)
Gold, day (COMEX)
Palladium (NYMEX)
Platinum (NYMEX)
Silver, day (COMEX)
Cocoa (CSCE)
Coffee (CSCE)
Cotton #2 (NYCE)
Lumber (CME)
Orange Juice (NYCE)
Sugar, World (CSCE)
Non-U.S. Commodities
Crude Oil, Brent (IPE)
Gas Oil (IPE)
Euribor, 3 mo. (MATIF)
EuroSwissFranc (LIFFE)
Euroyen, 3 mo. (TIFFE)
German Long Bund (LIFFE)
Japan Gov’t Bnd, 10 yr. (TSE)
Long Gilt, 20 yr. (LIFFE)
Notionel Bond, 7 yr. (MATIF)
One-Day Deposits (BMF)
Sterling Rate, 3 mo. (LIFFE)
Austr. Share Price Index (SFE)
Belgian 20 Index (BELFOX)
CAC-40 Index (MATIF)
Dax Index (DTB)
FTSE 100 Index (LIFFE)
Hang Seng Index (HKFE)
IBEX 35 Index (MEFF)
Topix Index (TSE)
Aluminum 3 mo. (LME)
Aluminum Alloy, 3 mo. (LME)
Copper 3 mo. (LME)
Lead, 3 mo. (LME)
5
Nickel, 3 mo. (LME)
Nikkei 225 Index (SIMEX)
Tin, 3 mo. (LME)
Zinc, 3 mo. (LME)
Indices and Financial Data
AMEX Adv/Decl Up/Dn Vol,
CBOE 100 Index
CBOE Volatility Index
Computer Tech Index
Discount Rate
DJ Bond Average
DJ Commodity Average
DJ Industrial Average (theoretical)
DJ Industrial Average (actual)
Dow Jones Transport. Average
Dow Jones Utility Average
Euro, Austral, Far East MSCI Ind.
Euro Exchange Rates
Fed Funds Rate
Gold and Silver Index
Institutional Index
Interest Rate, 13 wk. yield (CBOE
Interest Rate, 30 yr. yield (CBOE)
Japan Index
Major Market Index
NASDAQ 100 Index
NASDAQ Adv/Decl Up/Dn Vol
NASDAQ Composite Index
NYSE Adv/Decl Up/Dn Vol
NYSE Adv/Decl, New Hi/Lo
NYSE Composite Index
Oil and Gas Index
Philadelphia Utility Index
Prime Rate
Russell 2000 Index
S&P 500
Toronto 35 Index
Toronto Stock Exch Comp Ind.
Trin Index
ValueLine Arithmetic Index
ValueLine Geometric Index
Wilshire 5000 Index
U.S. Stocks
Int’l Business Machines
Microsoft
Yahoo
Fixed Portfolio #6
Daily updates include all active trading months, nearest futures (code 56) and cash prices, where available, on the 27
commodities listed. Total and contract-level volume and open interest are supplied.
British Pound (CME)
Deutschemark (CME)
Japanese Yen (CME)
Swiss Franc (CME)
U.S. Dollar Index (FINEX)
Heating Oil (NYMEX)
Light Crude Oil (NYMEX)
Natural Gas (NYMEX)
Unleaded Gas (NYMEX
Eurodollar (CME)
Treasury Bonds (CBT)
T Notes, 10 Yr. (CBT)
Corn (CBT)
Soybean Meal (CBT)
Soybean Oil (CBT)
Soybeans (CBT)
Wheat (CBT)
NYSE Comp. Index (NYFE)
S&P 500 Futures (CME)
Live Cattle (CME)
Pork Bellies (CME)
Copper, H.G. (COMEX)
Gold (COMEX)
Silver (COMEX)
Coffee (CSCE)
Cotton (NYCE)
Sugar #11 (CSCE)
Fixed Portfolio #7
Daily updates include all active trading months and the cash price, where available, on the 35 commodities listed. Total
volume and open interest are supplied.
British Pound (CME)
Canad. Dollar (CME)
Deutschemark (CME)
Japanese Yen (CME)
Swiss Franc (CME)
US Dollar Ind (FINEX)
Crude Oil Lt. (NYME)
Heating Oil (NYMEX)
Unlead Gas (NYME)
Eurodollar (CME)
Treasury Bills (CME)
T Bonds (CBT)
T-Notes, 10 Yr. (CBT)
Corn (CBT)
Oats (CBT)
Soybean Meal (CBT)
Soybean Oil (CBT)
Soybeans (CBT)
Wheat (CBT)
NYSE Comp (NYFE)
S&P 500 (CME)
Feeder Cattle (CME)
Lean Hogs (CME)
Live Cattle (CME)
Pork Bellies (CME)
Gold (COMEX)
Copper, H.G. (CMX)
Platinum (NYMEX)
Silver (COMEX)
Cocoa (CSCE)
Coffee (CSCE)
Cotton (NYCE)
Lumber (CME)
Orange Juice (NYCE)
Sugar #11 (CSCE)
Fixed Portfolio #8
Daily updates include all active trading months and the cash price, where available, on the 62 commodities listed. Total
volume and open interest are supplied.
Austral. Dollar (CME)
British Pound (CME)
Canad. Dollar (CME)
Deutschemark (CME)
French Franc (CME)
Japanese Yen (CME)
Mexican Peso (CME)
Swiss Franc (CME)
U.S. $ Ind (FINEX)
Heating Oil (NYMEX)
Lt Crude Oil (NYMEX)
Natural Gas (NYMEX)
Propane, Liq. (NYME)
Unlead Gas (NYME)
Eurodollar (CME)
Muni-Bond Ind (CBT)
Treasury Bills (CME)
Treasury Bonds (CBT)
T Bonds (MACE)
T-Notes, 5 Yr. (CBT)
T-Notes, 5 Yr. (FINEX)
T-Notes, 10 Yr. (CBT)
Canola/Rapeseed (WCE)
Corn (CBT)
Flaxseed (WCE)
Oats (CBT)
Oats (WCE)
Rough Rice (MACE)
Soybean Meal (CBT)
Soybean Oil (CBT)
Soybeans (CBT)
Wheat (CBT)
Wheat (KCBT)
Wheat (WCE)
Wheat, Spring (MGE)
CRB Fut. Ind (NYFE)
Major Mkt Ind (CME)
Mini Value Line (KC)
NASD 100 Ind (CME)
Nikkei 225 Ind (CME)
NYSE Comp. (NYFE)
Russl 2,000 Ind (CME)
S+P 400 Midca (CME)
S&P 500 (CME)
Value Line Ind (KCBT)
Feeder Cattle (CME)
Lean Hogs (CME)
Live Cattle (CME)
6
Pork Bellies (CME)
Copper, H.G. (CMX)
Gold (COMEX)
Gold, Kilo (CBT)
Palladium (NYMEX)
Platinum (NYMEX)
Silver (COMEX)
Silver 1000 oz. (CBT)
Cocoa (CSCE)
Coffee (CSCE)
Cotton (NYCE)
Lumber (CME)
Oran. Juice (NYCE)
Sugar #11 (CSCE)
Historical Data by Disk or Phone
Custom History Orders
When you place a custom history order, you select exactly the contracts, stocks, indices and funds for exactly the time
period you desire. You decide if you want total or contract-level volume and open interest and whether the data is to be
supplied via modem or on diskettes. In all cases, the data is processed through our QuickTrieve software. CSI’s lowest
rates apply to history on-demand, which is processed automatically and is immediately available via modem.
Custom Historical Data Charges
Cost per month of data per contract, security, index or fund
Diskettes By Mail
Telephone Access
Method
of
Access
U.S. & Canadian
Markets
History
Assisted
onHistory
demand
Orders
¢
5
10¢
Overseas
Markets
History
Assisted
on-demand
History
Orders
¢
25
50¢
Months
of Data
This
Order
$100 Minimum Order
U.S. and
Canadian
Markets
Overseas
Markets
Direct
First 500
30¢
80¢
Dial
U.S. &
Next 500
10¢
15¢
40¢
60¢
25¢
60¢
Canada
Overseas
Rates vary by location. See CSI's
Over 1,000
20¢
40¢
Network
International network price schedule.
General Pricing: All On-Demand history orders are subject to a three-month minimum charge per item. Except for History On-Demand, data
prior to 1989 is priced at a 100% premium. Data is sold at a 30% discount for weekly prices and a 50% discount for monthly prices. “History
On-Demand" is historical data on stocks, indices and normal futures contracts that is ordered using QUICKTRIEVE 4.05's (or higher
versions) Order Subsystem, processed automatically and retrieved in the same transmission. All other orders for phone retrieval are
"Assisted" History Orders. +Assisted history orders placed by voice are subject to a $20 minimum charge. Any assisted order of less than six
months per contract is subject to a $2 set-up fee per item. A six-month minimum applies to assisted stock orders.
Historical Data Packages
Securities & Option Data (on disk)
Delisted Stocks
Full history or a portion thereof ........................................................................$10 per year per stock; $50 minimum
Options data (ASCII format only) One commodity or index - all delivery months, all strikes, all puts/calls
Per year (5 yr. min., prorated) ......................................................................................................................... $125/yr.
History by Commodity (on disk)
These packages include pricing for all normally traded contract months of a commodity from the first trading day to the
last (pre-1989 data excluded). Unless otherwise specified, this data includes total, not contract-level, volume and open
interest. Contract-level volume and open interest will be substituted upon request for most commodities. This data is
provided in compressed files on disk, which are processed through QuickTrieve into your choice of CSI format,
MetaStock format, ASCII files, or any combination of the three.
Any U.S. or Canadian commodity, starting January 1989 or later ......................................................................$75
Any Overseas commodity, starting January 1989 or later .................................................................................$150
CSI offers more extensive historical database packages to commercial customers. Please contact CSI marketing for commercial rates.
7
CSI Software
QuickTrieve/QuickManager/QuickPlot/QuickPlot software (Y2K compliant)
for CSI users (Account initiation fee) .....................................................................................................................$59
Periodic upgrades (optional) ..................................................................................................................................$39
Unfair Advantage Replacement Disk necessary only if the database is allowed to become outdated (for current UA
subscribers only). This is a handling fee which covers processing and shipping.
Via first class domestic mail....................................................................................................................................$25
Via overseas air mail...............................................................................................................................................$40
Via Courier...................................................................................................................................................... call CSI
Programmers' Disk ...............................................................................................................................................$19
Includes C-Language, Pascal and VisualBasic routines for accessing QMASTER and CSI data files, including the new
CSIM format. (See CSI’s website at www.csidata.com for CSIM format specifications.)
Shipping Fees
Air mail postage is included at no charge for all U.S. and Canadian destinations. International air mail is available for
QuickTrieve only at a cost of $15. Shipment of other products to overseas locations requires courier service, which is
provided at an extra charge. Please contact CSI for overseas shipping fees.
Return Policy
In an effort to assure customer satisfaction, CSI maintains Test Files of daily updates and historical data for
QuickTrieve users. Test Files allow you to ascertain data format and compatibility with analysis packages, and to rule
out other possible problems with communications, etc. involving QuickTrieve before generating normal account charges
for data. Test Files may be accessed with the QuickTrieve software provided upon subscription to the service. CSI
offers a free demonstration copy of Unfair Advantage through our web site for similar uses. We pledge to make every
reasonable effort to solve any problem you may have with our data and software upon subscription. If necessary, we
will send or make available replacement copies, free of charge, to correct defects. If cancellation is required, our return
policy, stated in the following two paragraphs, will apply.
WARRANTY AND REFUND POLICY: CSI warrants each CD and manual to be free of defects in materials and
workmanship for 90 days from the date of purchase. CSI will replace any defective disk or CD-ROM during the
warranty period. Replacement is the exclusive remedy for any such defects, and CSI shall have no liability for any
other damage. In the event the licensee cannot satisfactorily install the UA software, he or she agrees to accept in-depth
telephone assistance from a qualified CSI Customer Service Representative. In consideration of the massive historical
reserves received through UA, the licensing fee is non-refundable. In addition, because of start-up costs to CSI,
prepayment for each year of use is required to cover costs. In the event of a refund request before the full one-year
subscription term expires, monthly user fees are short-rated at double the monthly fee per full or partial month from
inception of the current subscription term.
Historical Data on Disk or CD: Due to the nature of computer-readable diskettes and CDs and the ease of duplication,
historical data purchases are not refundable.
The prices in this document are for personal and private subscriber use only. Rates for commercial and multi-user
services are published in CSI's Form 127, which is available upon request. Prices for subsequent years of service are
subject to change without notice.
CSI, QUICKTRIEVE, QUICKMANAGER, QUICKPLOT, QUICKSTUDY and Unfair Advantage are registered trademarks, Perpetual Contract is a registered service
mark, Trading System Performance Evaluator, Trader's Money Manager and CSIM are trademarks of Commodity Systems, Inc.
Copyright © 2000 Commodity Systems, Inc. All rights reserved.
8
CSI Order Form
Retrieval Software (Initiation or License Fee)
¨ Unfair Advantage® software for North American commodity data, including history on CD
¨ Unfair Advantage software for Full World commodity data, including history on CD
¨ Unfair Advantage software for U.S. or World stocks, indices and funds with full history on CD
¨ Unfair Advantage software for World commodities or stocks, indices and funds with corresponding
options. CD includes full history for all except options, which will be limited to two years of data.
¨ Unfair Advantage replacement CD (for current subscribers) Handling fee including US postage
¨ Unfair Advantage replacement CD (current subscribers) Handling fee including overseas postage
¨ QUICKTRIEVE/QUICKMANAGER and QUICKPLOT/QUICKSTUDY®
¨ QUICKTRIEVE/QUICKMANAGER and QUICKPLOT/QUICKSTUDY with prepaid portfolio
Enter Initiation/License or Handling Fee
$
Daily Update Service Charges (One-Year Prepayment Required)
¨ Unfair Advantage North America Portfolio Futures & Cash - One year prepayment ($348)
¨ Unfair Advantage North America Portfolio Futures, cash & options - One year prepayment ($576)
¨ Unfair Advantage U.S. Stocks, Funds & Indices - One year prepayment ($144)
¨ Unfair Advantage U.S. Stocks, Funds, Indices & options - One year prepayment ($372)
¨ Unfair Advantage World Portfolio Futures & Cash - One year prepayment ($528)
¨ Unfair Advantage World Portfolio Futures, Cash & Options - One year prepayment ($876)
¨ Unfair Advantage World Stocks, Funds & Indices - One year prepayment ($348)
¨ Unfair Advantage World Stocks, Funds, Indices & Options - One year prepayment ($696)
¨ Unfair Advantage Double Access surcharge (World: add $216; North America: add $144)
¨ QuickTrieve Custom Portfolio
¨ QuickTrieve Mini Custom Portfolio
¨ QuickTrieve Prepaid Fixed Portfolio #____
$
$
$
$
$
$
$
$
$
$
$
$
Historical Data – Description:
Additional Software - List
Total Historical Data Charges $
Total Additional Software $
Data Collection Method
¨ Internet
¨ Direct Dial (long
distance)
¨ U.S. or Canada Network
Computer:
¨ IBM (compatible)
Disk capacity:
¨ 3 1/2" High Density ¨ 3 1/2" Low Density
Do you have a CD drive? ¨ Yes ¨ No
Shipping Method
¨ US or Canada air mail
¨ Int'l air mail:
¨ Courier – call CSI
Total Shipping Cost
$ 150
225
75
300
25
40
59
0
$0
$15
$
Name___________________________________________________Phone______________________________
Address____________________________________________________________________________________
City/State/Zip_______________________________________________________________________________
Email Address ______________________________________________________________________________
Payment by: ¨Check ¨MC/VISA/AMEX/Disc Card #_______________________________Exp. ___________
Signature_____________________________________________Amount of check or charge $_______________
¨ Check here to receive all future invoices and monthly CSI Technical Journals by e-mail.
Mail to: CSI, 200 W. Palmetto Park Rd, Boca Raton, FL 33432 USA; Fax: (561) 392-7761
Visit out Web Site at http://www.csidata.com or e-mail: [email protected]
To order by phone, please call our marketing representatives at (561) 392-8663 or (800) 274-4727 (toll free).
9
CSI Data Retrieval Service Agreement
temporarily terminate our use of the CSI Data Retrieval Service,
certain edit, graphics and analysis capabilities may be permanently
disabled and the software may cease to function. In addition, any
form of CSI software may fail to operate if an attempt is made to
process daily data subsequent to the current date as represented by
the last daily data file accessed from the CSI Data Retrieval Service.
CSI software may also fail to operate if run on market data obtained
from a source other than CSI.
We further understand that all end users to whom information is
resold (that are not private individuals or sole proprietorships) will
be identified to CSI and that CSI will approve in writing whether
such end user will be permitted to gain access to CSI information for
the royalty fee of one-half cent per Information Group. Certain end
users may be required to pay a royalty sum of more than one-half
cent per Information Group.
We also agree to notify users of our service who access
information provided to us by the CSI Data Retrieval Service with
the following statement: "The information received in whole or in
part is the property of Commodity Systems, Inc. of Boca Raton,
Florida 33432, and is protected by applicable copyright laws." Any
graphic presentation of data retrieved from CSI for commercial use
must be accompanied by the inscription: "Charts are compiled
based upon data supplied by Commodity Systems, Inc. (CSI), of
Boca Raton, FL" shown prominently at the beginning or end of the
graphic presentation.
We further agree that should we at any time during the course of
this Agreement resell information, we will give CSI access to our
premises at any time during normal business hours to inspect our
books and audit any records involving the resale of information
drawn from the CSI Data Retrieval Service.
We hereby contract to use Commodity Systems, Inc. (CSI)
software products and/or Data Retrieval Service, and we agree to
make payment for all applicable charges within ten days following
the receipt of your monthly invoice. (If this service is to be used by a
partnership or corporation or any firm which shall supply the data
received in any form to another entity, branch office, individual,
partnership, corporation or subsidiary, please read the footnote*).
We agree to receive this information on such equipment installed
at our expense as may be deemed by CSI to be compatible with the
information service.
We will not redistribute anywhere or to anyone any of the
information received pursuant to this Agreement, except as provided
in the footnote*. We acknowledge that all of the information
provided, including CSI's unique data format, is the sole and
exclusive property of CSI or its licensors and is protected by
applicable copyright laws.
We understand that "INFORMATION" referred to here means
any and all items received through the service pursuant to this
Agreement, no matter from what source this information may
originate.
All warranties, expressed or implied, including, but not
limited to, the implied warranties of merchantability and fitness
for a particular purpose for any service, equipment, or product
provided through this agreement are hereby disclaimed by CSI,
its licensors, affiliates, employees and agents, in addition, CSI,
its licensors, affiliates, employees, and agents also shall not be
liable for any incidental, consequential, or punitive damages or
other damages, losses or claims in any way connected with or
arising out of any service, equipment or product provided
through this agreement.
It is further understood and agreed that this contract is for a term
of 60 days at prevailing charges for the access options chosen. After
said term, this agreement shall automatically renew itself for
another like term, unless we receive written notice 30 days in
advance of the renewal date requesting renewal under a different
agreement, in which case CSI will send a new agreement for
execution. During the original term, or any subsequent term, we may
cancel as of the effective date of any increase in your rates by
written notice given 15 days in advance of said date. Either party
may also cancel this agreement at any time after the original term by
giving at least 30 days prior written notice thereof.
This Agreement, or any obligation thereunder, is not assignable
without CSI's prior written consent.
We further agree to be responsible for payment of all sales, use
and like taxes, if applicable. We further understand that in
subscribing to any of CSI's services we will not be requesting
trading advice in any marketplace from CSI, its licensors, affiliates,
employees or agents.
We further understand that if we are users of CSI's
QUICKTRIEVE, QUICKMANAGER, QUICKPLOT,
QUICKSTUDY, TRADE$K, TRADING SYSTEMS
PERFORMANCE EVALUATOR, TRADER'S MONEY
MANAGER, UNFAIR ADVANTAGE or any other software
produced or licensed by CSI, should we cancel, suspend or
Name
We plan to resell all or part of the information received from
CSI.
We do not plan to resell any part of the information received
from CSI, but we will notify CSI immediately by registered mail
should we ever plan to resell any information received.
We have initialed the statement which is applicable to us.
*It is understood that should we resell all or part of the information
supplied by the CSI Data Retrieval Service, we will be subject to the
then-current data pricing schedule shown in CSI's 127 Order Form,
and that for each and every Information Group resold to any
individual or end user on a daily basis, whether it be current or
historical information, we agree to pay to CSI on the 10th of the
month following such sale, a royalty of one-half cent per Information
Group per day for each individual or end user supplied. An
Information Group is defined as one or more information entries per
commodity contract or option or security. A typical Information
Group for a commodity will contain up to six information entries of
open, high, low, and closing price, a volume and an open interest
reading. A typical Information Group for a security would include an
open, high, low, and close price, and, if available, a volume of sales
reading.
Signature
Date
Address
Disclaimer: Any investment or speculation in the area of futures, securities, options, mutual funds
and indices carries a significant risk of loss. We recommend consulting a competent financial advisor before investing.
10