Modify Group Dialog: Properties
The Modify Group Dialog allows you to analyze and change the properties associated with a portfolio or portfolio subgroup. The Properties page allows you to change the name of the selected group and many of the properties of the underlying data. It also provides you with several quick actions that you can perform on the selected group.
& For help with groups, see Managing Data with the Portfolio View.
Modifying Group Properties
The following settings are available for this group.
¨ Group Name
This is the name of the group.
Ä Note: Changes to this value will not occur until you press the Apply Changes button.
Modifying Underlying Data Properties
The following settings are available for the data contained in this group.
Ä Note: Any changes to these settings will affect all of the data contained in this group. The changes will only be made when the Apply Changes button is pressed.
p Periodicity
This value is a report of the periodicities of the data currently in this group. The value cannot be modified.
¨ Market Type
This setting indicates the type of market the underlying data are traded in. This affects how signals created for this data are analyzed.
Ä Note: If the underlying data is defined as being from multiple markets, this entry will indicate <Multiple Market Types>. This value will not change the underlying data if Apply Changes is pressed.
Ä Note: Changing the market type at the group level will not force the underlying data to be recalculated. To recalculate the data for the new market type, see the Modify Data Series Dialog: Trading Settings Page for each data series.
& 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.
Ä Note: If the underlying data is defined as being from multiple exchanges, this entry will indicate <Multiple Exchanges>. This value will not change the underlying data if Apply Changes is pressed.
¨ Data Source
This setting indicates where the data for the data series in this group is imported from.
Ä Note: If all of the underlying data is defined as being imported from files or manually entered, this entry will indicate <Files or None>.
Ä Note: If the underlying data is defined as using multiple data sources, this entry will indicate <Multiple Data Sources>. This value will not change the underlying data if Apply Changes is pressed.
þ Update when group is updated.
This setting indicates whether the data in this group is updated when Update data in the target group is selected in the Import Data Wizard.
Ä Note: This setting is useful for adding or removing entire subgroups from updates of the entire portfolio.
Ä Note: This setting can be overridden for individual updates from the Update Options Dialog.
Ä Note: This checkbox may appear slightly grayed, indicating some data has this option checked and some does not. This state will not change the underlying data if Apply Changes is pressed.
þ Include in intraday streaming updates.
This setting indicates whether the intraday data in this group is updated when streaming is turned on.
& For help with streaming data, see Streaming Intraday Data.
Ä Note: This setting is only available when intraday day is included in this group.
Ä Note: This checkbox may appear slightly grayed, indicating some data has this option checked and some does not. This state will not change the underlying data if Apply Changes is pressed.
Performing Quick Actions on a Group
This page has several different Quick Action buttons, which allow you to perform tasks on this group directly from the Modify Group Dialog. Most of these tasks are also available from other locations.
The following Quick Actions can be performed from this page:
· 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 selected group.
· Create / Modify Subgroups
This button displays the Subgroups page, which allows you to add and delete subgroups to the selected group.
· Change Display Fields
This button displays the Display page, which allows you to add, delete, and reorder the fields that are displayed in the Portfolio View for the selected group.
· Import Data
This button displays the Import Data Wizard with the selected group as the target group.
· Update Solution Service
This button updates the Solution Service.
Ä Note: This button appears for groups associated with the Solution Service in place of the Import Data button.
& For help with the Solution Service, see The TradingSolutions Solution Service.
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 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 Name property page appears when you select Group Properties… from the context menu for the portfolio or a portfolio subgroup in the Portfolio View. It also appears if you double-click on a group in the Portfolio View.