The Information View Window

The Information View Window

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Understanding the Information View

The Information View window is made up several sections.

· Docking Window Controls

The Information View Window is a docking window. It can be attached to any inside edge of the TradingSolutions program window or it can be moved on top of the other views.

· Information Section

The information section contains several pieces of information for the group or data series currently selected in the Portfolio View.

· Selected Group or Data

The first line of the information section displays the name of the currently selected group or data series.

· Last Price and Change

If a data series is selected, the closing price for the last bar in the data series is displayed, along with the change from the previous close of the previous day.

Ä Note: For intraday data, the change and percent change is from the close of the last bar for data before the current day. It is not the change from the previous bar.

· Last Update

The last line of the information section displays the last date in the currently selected group or data series. If the data series in a selected group have multiple end dates, the words "and earlier" are also displayed.

· Chart Button

The Chart button displays the default chart for the selected data series. The information included on the default chart can be selected from the Modify Options Dialog: Charting page.

Ä Note: The Chart button is only available for data series.

· Notes Section

The Information View allows you to store notes associated with individual groups and data series. In addition, the Solution Service uses the Notes Section to display commentary about the service and particular models.

& For more information about the notes section, see Keeping Notes with the Information View.

Hiding and Displaying the Information View Window

The Information View makes it easy to track the latest information about the group or data series currently selected in the Portfolio View. However, when it is displayed, it takes away part of the space used for displaying data charts and spreadsheets.

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Docked windows, such as the Portfolio View and Information View can be hidden and redisplayed in unison using the Toggle Docked Views button in the toolbar or the Toggle Docked Views in the View menu.

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The Information View Window can be hidden and redisplayed by itself using the Toggle Information View button in the toolbar or the Display Information View in the View menu.

Moving the Information View Window

By default, the Information View Window is docked on the left-hand side of the TradingSolutions window, beneath the Portfolio View. This means that this window is attached to the left of this window and will not cover any data windows.

To move this window to a new location, move the mouse to the window handle on the left edge of the window. When the window is docked, this handle is displayed as two gray lines. Once the mouse is positioned over the handle, you can drag the window to a new location by pressing the left mouse button down and moving the mouse. An outline of the new window position will be displayed while the mouse is being moved. When the desired location is reached, simply release the mouse button to end the dragging operation.

By default, if this window is being moved to a location near the edge the TradingSolutions window, it will dock itself on that edge. To move the window without docking, hold the Control key down while you are dragging the window.

& For more help with the Information View, see Tracking Data with the Information View.

& For more help with the Portfolio View, see Managing Data with the Portfolio View.