Define Trading Solutions Dialog

The Define Trading Solutions Dialog allows you to add new trading solutions and modify existing ones.

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

Creating a New Trading Solution

To create a new trading solution, select a trading solution group to add the new solution to, then press the New… button under the Trading Solutions list. This will display the Create a Trading Solution Wizard where you can specify the characteristics of the new trading solution.

Ä    Note: You can create your own solution groups to store your trading solutions in. Keeping your own trading solutions separate from those provided with TradingSolutions often makes them easier to find later.

Viewing or Modifying a Trading Solution

To modify an existing trading solution, select the solution you want to modify and press the Edit… button. This will display the Modify Trading Solution Dialog where you can update a trading solution or edit its characteristics.

Moving a Trading Solution to a Different Group

To move a trading solution to a different solution group, drag the trading solution from the Trading Solution list to the desired group in the Trading Solution Groups list. This action can also be performed from the Modify Trading Solution Dialog: Properties page.

Deleting a Trading Solution

To delete an existing trading solution, select the solution you want to delete and press the Delete button. Your action will be confirmed and the solution will be deleted.

Ä    Note: The Delete button is not available for locked trading solutions. To delete a locked trading solution, press the Edit… button and unlock the solution before trying to delete it. Trading Solutions provided with TradingSolutions cannot be unlocked or deleted.

M   Warning: Before you delete a trading solution, make sure that you no longer need it. After you delete a trading solution, you will not be able to get it back without using the steps you used to create it.

Creating a New Trading Solution Group

To create a new trading solution group, press the New… button under the Trading Solution Groups list. This will display the Modify Trading Solution Group Dialog where you can enter the name and a brief description of the group to be created.

Modifying a Trading Solution Group

To modify the name or description of a trading solution group, select the group in the Trading Solution Groups list, then press the Edit… button under that list. This will display the Modify Trading Solution Group Dialog. You can also modify a group by double-clicking the group name in the list.

Changing the Display Order of Trading Solution Groups

To change the display order of the trading solution groups, select a group in the group list, then press the Slide Up or Slide Down buttons to move the selected group. You can also use the mouse to drag the groups to a new position in the list.

Ä    Note: The "All" entry cannot be moved from the top of the list.

&  For help changing the order of items in a list, see the help for Orderable Lists.

Deleting a Trading Solution Group

To delete a trading solution group, select the group in the Trading Solution Groups list, then press the Delete button under that list. Your action will be confirmed and the group will be deleted, along with any trading solutions in it.

Ä    Note: The Delete button is not available for locked groups. To delete a locked group, select the Edit… button and unlock the group before trying to delete it.

M   Warning: Before you delete a trading solution group, make sure that you no longer need the trading solutions in that group. After you delete a trading solution group, you will not be able to get its contents back without using the steps you used to create it.

Additional Options

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?

When you are finished making any changes, press the Close button.

How Did I Get Here?

The Define Trading Solutions Dialog is displayed when you select Define Trading Solutions… from the Tools menu. It also appears when the Define Trading Solutions button on the toolbar is selected.