Modify Data Series Dialog: Properties
The Modify Data Series Dialog allows you to analyze and change the properties associated with a data series. The Properties page allows you to change the name and other settings for the data series. It also provides you with several quick actions that you can perform on the data series.
Modifying Data Properties
The following settings are available for this data series.
Ä Note: Any changes to these settings will only be made with the Apply Changes button is pressed.
¨ Display Name
The data name is the name that will be displayed in the Portfolio View and other places throughout TradingSolutions. Unlike the ticker symbol, it does not need to be unique. However, it is recommended that it be kept unique to save confusion.
¨ Ticker Symbol
The ticker symbol is a short 3-6 letter designation used to identify a security or index. Any combination of letters or numbers can be used here; however, it must be unique to the other ticker names in your portfolio with the same periodicity.
¨ Market Type
This setting indicates the type of market this symbol is traded in. This affects how signals created for this data are analyzed.
Ä Note: After changing the market type, TradingSolutions will offer to recalculate or re-optimize any fields which were created based on the previous settings.
Ä Note: Futures and FOREX markets require additional settings on the Trading Settings page to be set. Default values for the selected symbol will be used if they are available.
& For help with market types and the associated settings, see Understanding Market Types.
¨ Exchange
This setting defines the exchange for which this data is associated. This is used primarily for determining when new data is available for updates.
¨ Data Source
This setting indicates where the data for the data series is imported from.
Ä Note: If this data series was previously imported from a file, the type of file will appear in the list of available data sources. The Last File path will also be displayed. To associate this data series with a different file, use the Import Data Wizard to import the new file directly.
Ä Note: If no data source is associated with this file and it was never imported from a file, a value of None will be also available.
p Last File
If this data series has previously been updated from a file, this value is a report of the last file that was imported. The value cannot be modified.
p Periodicity
This value is a report of the periodicities of the data currently in this group. The value cannot be modified.
þ Update when group is updated.
This setting indicates whether the data should be updated when Update data in the target group is selected in the Import Data Wizard.
Ä Note: This setting can be overridden for individual updates from the Update Options Dialog.
þ Include in intraday streaming updates.
This setting indicates whether the data should be updated when streaming is turned on.
& For help with streaming data, see Streaming Intraday Data.
Ä Note: This setting is only available for intraday data.
Performing Quick Actions on a Data Series
This page has several different Quick Action buttons, which allow you to perform tasks on this data series directly from the Modify Data Series Dialog. Most of these tasks are also available from other locations.
The following Quick Actions can be performed from this page:
· Display in Chart
This button displays the Display Fields in Chart Dialog, which allows you to select a specific field to display in a new chart window. After a field is selected, the Modify Data Series Dialog will be dismissed. Once displayed, other fields can be added to this chart window for comparison.
· Display in Spreadsheet
This button displays the Display Fields in Spreadsheet Dialog, which allows you to select specific fields to display in a new spreadsheet window. After the fields have been selected, the Modify Data Series Dialog will be dismissed.
· Create / Modify Fields
This button displays the Data Fields page, which allows you to add new fields, as well as modify and delete existing fields in the data series.
· Remove Some Data
This button displays the Remove Date Range Dialog, which allows you to remove the records in a range of dates from the data series.
What Do I Do Next?
When you are finished making any changes, press the Close button or select another property page. However, note that any changes on the Name page will not occur unless the Apply Changes button is pressed.
Additional Property Pages
The Modify Data Series Dialog has the following property pages.
This page allows you to change the ticker and display names for the data series, as well as providing you with several quick actions to perform on the data series.
This page allows you to add new fields, as well as modify and delete existing fields in the data series.
This page allows you to adjust the trading settings associated with this data series.
This page allows you to analyze and retrain prediction fields for the data series.
This page allows you to compare and analyze signal fields for the data series.
This page allows you to manage previously saved chart and spreadsheet views for the data series.
& For help using property pages, see the help for Property Pages.
How Did I Get Here?
The Name property page appears when you select Rename… from the context menu for a data series or double-click on a data series in the Portfolio View.