Field Creation Wizards: Select Name

The Select Name page allows you to select a name for the new field and where the field should be calculated. This page may appear at the end of several different field creation wizards.

&  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.

Selecting a Name for a New Field

The new field will default to being named based on the type of field being created and the inputs being used. To select a different name, use one of the selections from the combo box or enter a different name. The name of the new field must be unique for all of the data series it is being created in.

Selecting the Format of a Calculated Value

Fields based on functions will be formatted using the default format information specified in the function definition. This format can be overridden by changing the value under Select a format for this field. You can create new formats by pressing the New… button, which will display the Define Field Formats Dialog.

The format which is used to display a calculated value will not affect its actual value. However, only fields formatted as signals are analyzed for profitability and displayed on the Modify Data Series Dialog: Entry/Exit Signals Page.

Additional Options

If this field is being created for an entire group or portfolio, the following option is also available:

ž    Add to portfolio display for this group.

This option automatically adds this field to the display fields for this group which are displayed in the Portfolio View.

Ä    Note: If you later decide to add or remove this field from the Portfolio View, you can do so by selecting Modify Display Fields… from the context menu for this group in the Portfolio View.

What Do I Do Next?

When you have confirmed the values for these options, press the Finish button to create the new field. If you would like to exit the Wizard without creating a new field, press the Cancel button. If you would like to modify the properties of the field being created, press the Back button to return to the previous page.

How Did I Get Here?

The Select Name page appears at the end of various field creation wizards. For information about the different types of field creation wizards, see the help for the Create a Field Wizard.