Calculate a Value Wizard: Select Function

Apply an Entry/Exit System Wizard: Select Entry/Exit System

Generate an Alert Wizard: Select Alert Definition

Apply a Trading Solution Wizard: Select Trading Solution

Modify Field Dialog: Function, Entry/Exit System, or Alert Definition

This dialog appears in several forms.

The Calculate a Value Wizard allows you to create a new calculation field in a data series or in all data series in a portfolio or group. The Apply an Entry/Exit System Wizard allows you to create a new signal field. The Generate an Alert Wizard allows you to create a new alert field. The Apply a Trading Solution Wizard allows you to create one or more predefined fields that typically perform interrelated functions.

The Modify Field Dialog allows you to modify the properties of a previously created field. This page allows you to select which function, entry/exit system, or alert you would like to use.

Ä    Note: Fields that are currently being used by the Solution Service cannot be modified.

&  For help with calculated values, see Calculating Values and Financial Indicators.

&  For help with entry/exit systems, see Creating and Analyzing Entry/Exit Signals.

&  For help with alerts, see Using Alerts to Highlight Events.

&  For help with trading solutions, see Working with Complete Trading Solutions.

Selecting What to Perform

To select a function definition, entry/exit system, alert, or trading solution to use for a field, select a group from the group list, then select an entry from that group. If you know the name of the entry, but do not know what group it is in, you can use the group <All Groups> to display all of the entries available for this operation.

Ä    Note: If you are using the Modify Field Dialog and change the function or entry/exit system associated with a field, be sure to update the inputs as appropriate. In addition, you will be asked if the field name should be updated to reflect the new functionality.

The Apply a Trading Solution Wizard includes an additional group when applying a trading solution to a single data series. This group, called <Trading Solutions For ticker> contains all of the trading solutions that have been created based on the selected data series. If any trading solutions are available for this group, it will be selected by default.

Ä    Note: Only trading solutions that were created in TradingSolutions v2.0 or later will appear in this group. Trading solutions from earlier releases can still be used, but do not contain the information necessary to be sorted into this specialized group.

Selected Function Not Valid

If you select a function which cannot currently be used, you will receive a message which indicates Selected Function Not Valid. This message will indicate one of the following problems was encountered. If you continue with this selection, this field will not have a value until the problem is corrected.

·      The function contains an error.

This function definition has a problem which is causing it to not resolve properly. Please check the function definition.

·      The external DLL definition contains an error.

This function uses a DLL created with the TradingSolutions External Indicator SDK. The information stored in the function definition which is used to access the external indicator is incorrect.

·      The external DLL was not found.

This function uses a DLL created with the TradingSolutions External Indicator SDK. The DLL associated with this function cannot be found in the expected location.

·      The external DLL initialization was not successful.

This function uses a DLL created with the TradingSolutions External Indicator SDK. When you selected it, the function was tested to make sure it is available. If this message appears, the initialization was not successful. This is typically due to the function requiring an external product to be installed or due to the function requiring a licensing step to be completed before being used.

Additional Options

If you would like to create a new function definition, entry/exit system, alert, or trading solution to use, press the Create… button. This will display the appropriate creation wizard for the type of field you are creating. Similarly, you can also import new definitions by pressing the Import… button.

If you would prefer to see more entries in the lists, you can add or remove the description area using the Display Descriptions checkbox.

What Do I Do Next?

Press the Next button to continue. If you are applying a trading solution, this will present the Create Fields page. If you are using another method to create a new field, this will present the Select Inputs page.

If you would like to exit the Wizard without creating a new field, press the Cancel button. If you would like to create a different type of field, such as a prediction, press the Back button to return to the Create a Field Wizard: Select Type page.

Ä    Note: If you select a function that does not require any inputs, the Next button will proceed directly to the Select Name page.

If you are finished updating the properties of a previously created field, press the OK button to save your changes or select another property page. If you would like to exit from this dialog without performing any changes, press the Cancel button.

Additional Property Pages

The Modify Field Dialog has many different property pages that will be displayed as is appropriate for the type of field being modified. For information on the other property pages available, see the help for the Modify Field Dialog.

How Did I Get Here?

The Calculate a Value Wizard appears when you select to create a new field to calculate a value from the Create a Field Wizard: Select Type page. It also appears when you select the Add Calculation Field button from the Fields toolbar.

The Apply an Entry/Exit Wizard appears when you select to apply an entry/exit system from the Create a Field Wizard: Select Type page. It also appears when you select the Add Entry/Exit System Field button from the Fields toolbar.

The Generate an Alert Wizard appears when you select to create an alert from the Create a Field Wizard: Select Type page. It also appears when you select the Add Alert Field button from the Fields toolbar.

The Apply a Trading Solution Wizard appears when you select apply a trading solution from the Create a Field Wizard: Select Type page. It also appears when you select the Apply A Complete Trading Solution button from the Fields toolbar or select Apply a Trading Solution… from the context menu of an item in the Portfolio View.

The Modify Field Dialog appears when you select to modify or analyze the selected field from the Modify Data Series Dialog or the Modify Portfolio/Group Dialog. It is also displayed when you select Modify Field… from the context menu for a field in a chart or spreadsheet.

Ä    Note: After trading solutions are applied, the created fields cannot be modified as a solution. The individual fields are modified instead.