TradingSolutions at a Glance

 

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Here is a quick overview of the TradingSolutions interface and pointers to more information.

1.    The Portfolio View

The Portfolio View shows you all of the data that you have imported into TradingSolutions. Most of the operations you perform in TradingSolutions begin by right-clicking on a stock or group of stocks in the Portfolio View. In addition, the Portfolio View can be customized to display current information, such as recommended positions and analyses.

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

2.    The Information View

The Information View displays additional information about the stock or group of stocks currently selected in the Portfolio View. It can also be used to keep notes about stocks and positions.

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

3.    The Messages and Alerts Window

The Messages and Alerts Window displays feedback from the operations you perform in TradingSolutions. This includes confirmations, warnings, and alerts, all in an easy-to-use to-do list format.

&  For help with the Messages and Alerts Window, see Working with Messages and Alerts.

4.    The Current Tasks Window

The Current Tasks Window shows you the tasks that TradingSolutions is currently working on behind the scenes.

&  For help with the Current Tasks Window, see Monitoring Processing.

5.    Chart and Spreadsheet Views

Customizable charts and spreadsheets can be created to display the stocks and other data in TradingSolutions.

&  For help with charts, see Displaying Data in a Chart.

&  For help with spreadsheets, see Displaying Data in a Spreadsheet.

6.    Menus and Toolbars

TradingSolutions uses common Windows interface conventions. If you have used other Windows programs, you are probably already familiar with many of the controls in TradingSolutions.

&  For help with the main menu, see The TradingSolutions Main Menu.

&  For help with the toolbars, see The TradingSolutions Toolbars.

 

This may seem like a lot of windows and sections to keep track of. However, the organized way in which the data is presented actually makes things very easy to find in TradingSolutions.

 

For a list of ways to get started learning TradingSolutions, continue to the next page.