Modify Group Dialog: Display
The Modify Group Dialog allows you to analyze and change the properties associated with a portfolio or portfolio subgroup. The Display page allows you add, delete, and reorder the fields that are displayed in the Portfolio View for the selected group.
If no data series are currently included in this group, no options will be available from this page.
& For help with groups, see Managing Data with the Portfolio View.
Adding or Removing Display Fields in the Portfolio View
The fields available for display in the Portfolio View are divided into two groups: Common Display Fields and Other Display Fields. Common Display Fields include the categories listed below. Other Display Fields contains a complete list of all fields that are currently defined in the selected group.
To add a field from either list to the display, select the field and press Add to Display. This will transfer the field to the Current Display list. You can also add a field to the display by double-clicking the field name in the selection tree.
Ä Note: Loading the information associated with display fields can significantly affect the amount of time it takes to start TradingSolutions. It is recommended that display fields only be used for the fields and subgroups of data that you will actually want to view in the Portfolio View.
& For help using the selection tree, see the help for Selection Trees.
To remove a displayed field from the Portfolio View, select a field in the Current Display list, then press the Remove From Display button.
Ä Note: Display fields inherited from a parent group cannot be removed.
Common Display Fields
The following categories are available in the Common Display Fields section of the selection tree.
· Primary, Secondary, or Service Signal
This category allows you to display the current value or an analysis of any of the special signals.
· Current Value of Signal
This value will display the current value of the selected signal. This can be used to determine what action to take on each stock in the group.
· Existing Signal Analysis Fields
Any previously created signal analysis fields for the selected signal will be listed so that they can be selected for display.
· (Create an analysis of this signal…)
This value allows you to easily create one or more new signal analysis fields for the selected signal. Adding this selection will display the Create Signal Analysis Fields Wizard.
& For more information on special signal designations, see Primary, Secondary, and Service Signals.
· Common Data
This category allows you to select from common raw data fields, include the last closing price and volume.
· Data Information
This category allows you to display special information about each of the data series in the group.
· Display Date
This value will display the date associated with the record currently being displayed in the Portfolio View. For example, if the Portfolio View is currently displaying data for a Sunday and the most recent data in a data series is for the preceding Friday, Friday’s date will be displayed here.
· Start Date
This value will display the date of the first record in the data series.
Ä Note: Group predictions and correlation studies are limited by the dates available in all of the data in the group. Displaying and sorting the Start Date field is an effective way to determine which data series have less data than others.
· End Date
This value will display the date of the last record in the data series.
· Total Samples
This value will display the total number of records in the data series.
· Streaming Tick Information
This category allows you to display tick information for streaming data.
Ä Note: These values will only be displayed will streaming is turned on and only for data series for which streaming is turned on.
& For help with streaming data, see Streaming Intraday Data.
· Tick Price
This value will display the last price paid for this security. See the note below for information on the coloring of this field.
· Tick Volume
This value will display the number of shares traded in the last trade.
· Tick Time
This value will display the time at which the last trade occurred.
· Bid Price
This value will display the "bid" price for this security, which is the price being offered by buyers. See the note below for information on the coloring of this field.
Ä Note: This bid price is the value returned by your data provider. It may not match the bid price charged by your broker, especially for FOREX trading.
· Bid Size
This value will display the number of shares currently being requested to buy.
Ä Note: eSignal returns this value divided by 100 for stocks.
· Ask Price
This value will display the "ask" price for this security, which is the price being requested by sellers. See the note below for information on the coloring of this field.
Ä Note: This ask price is the value returned by your data provider. It may not match the ask price charged by your broker, especially for FOREX trading.
· Ask Size
This value will display the number of shares currently being offered to sell.
Ä Note: eSignal returns this value divided by 100 for stocks.
· Bid/Ask Time
This value will display the time at which the bid and ask information was last updated.
Ä Note: Tick, Bid, and Ask prices are highlighted in color to indicate the direction the prices have moved since the last update. If the new price is greater than the previous price, it is displayed in green. If the new price is less than the previous price, it is displayed in red. If the new price is the same, the previous color is preserved.
Changing the Order of Display Fields
To change the display order of the displayed fields, select a field in the Current Display list, then press the Slide Up or Slide Down buttons to move the selected field. You can also use the mouse to drag the fields to a new position in the list.
Ä Note: Display fields inherited from a parent group cannot be split apart, reordered, or removed.
& For help changing the order of items in a list, see the help for Orderable Lists.
What Do I Do Next?
When you are finished making any changes, press the Close button or select another property page.
Additional Property Pages
The Modify Portfolio Dialog and Modify Group Dialog have the following property pages.
This page allows you to change the name of the selected group, as well as providing you with several quick actions to perform on it.
This page allows you to add new fields, as well as modify and delete existing fields in the selected group.
This page allows you to add and delete subgroups to the selected group.
0 Display
This page allows you to add, delete, and reorder the fields that are displayed in the Portfolio View for the selected group.
& For help using property pages, see the help for Property Pages.
How Did I Get Here?
The Display property page appears when you select Modify Display Fields… from the context menu for the portfolio or a portfolio subgroup in the Portfolio View. It also appears when the Modify Display Fields button on the toolbar is selected or when the Change Display Fields button is selected on the Name page.