Tutorial: Learning The Basics: Notes

Tutorial: Learning the Basics: Notes

Displaying a Context Menu

To "right-click" on something, position your mouse over it and click the right-most button on your mouse. This action will display a "context menu", which is a list of actions you can perform with the object you clicked on.

Understanding Signals

TradingSolutions displays signals as directional arrows and triangles. Here is a quick overview of the symbols that are used here.

$image\ebd_ebd263.gif$ Enter Long

$image\ebd_ebd264.gif$ Exit Short

$image\ebd_ebd265.gif$ Hold, price may increase

$image\ebd_ebd266.gif$ Hold

$image\ebd_ebd267.gif$ Hold, price may decrease

$image\ebd_ebd268.gif$ Exit Long

$image\ebd_ebd269.gif$ Enter Short

"Longing" a stock is the same as buying it. In a sense, you are betting that the price of the stock will increase while you have a long position. In other words, "buy low, sell high".

"Shorting" a stock is slightly more complicated. You are borrowing shares of the stock from your broker and selling those borrowed shares. At a later date, you close this position by buying shares and giving them to your broker to replace the shares you borrowed.

When shorting a stock, you are betting that the price of the stock will decrease. This changes the order of the axiom to "sell high, buy low".

When an "Enter" (filled in triangle) appears, you should begin or currently be in the indicated position. Later, when an "Exit" (hollow triangle) appears, you should exit that position. You should also exit a position when an enter appears in the opposite direction.

Ä Note: When a new signal results in needing to change position, the signal will be highlighted with a pink background.

"Hold" signals simply mean that you should hold whatever position you currently have. Stay in the market if you are already in there, or stay out of the market if you are currently out. The size of the anticipated movement is either unknown or predicted to not be worth trading against.

Ä Note: When streaming data with TradingSolutions Real-Time, these signals are signals are updated continuously as new information becomes available.

Changing to the Sample Portfolio

If your portfolio does not appear to contain the stocks or solutions being referenced by this tutorial, you may be migrating from a previous version or you may have already done some work in TradingSolutions. In either case, it will typically be easier to follow the tutorials using the original sample portfolio.

TradingSolutions stores all of its data and calculations in a folder called a Work directory. You can have multiple Work directories on a single computer, accessing one at a time.

To change to a new Work directory, do the following:

1. Select Change Work Directory… from the File menu.

2. On the Browse For Folder dialog, select a location on your computer to add a new Work directory and press the New Folder button. Change the name to something meaningful, such as "Tutorial Work".

3. Press the OK button with this folder selected.

4. A message will appear indicating "This appears to be a new Work directory" and asking if you would "like to have the sample data pre-loaded into your new portfolio". Press the Yes button.

You can return to your previous Work directory using the Change Work Directory… menu item again, this time selecting your previous Work directory and pressing OK.

Resolving Errors Contacting the Solution Service

There are a few minor problems that can occur when signing up for the Solution Service. Most of them can be resolved easily. However, if you encounter a problem that you cannot resolve yourself, feel free to contact NeuroDimension technical support for help.

· The Solution Service server could not be contacted.

This typically happens for one of two reasons. Either something is preventing TradingSolutions from contacting the server or the server is momentarily unavailable.

TradingSolutions uses your Internet connection to contact the Solution Service server. Make sure your Internet connection is working by trying to display a webpage. Also, if you run any "firewall" software, you may need to set it to allow TradingSolutions to contact the Internet.

If you appear to be able to get to the Internet without a problem, wait a few minutes and try again. If you still get this message, contact NeuroDimension technical support for assistance.

· You are having trouble signing up for the Solution Service again.

If you previously signed up for the Solution Service and would like to try it again, simply select I have already registered for the Solution Service when you begin the sign up process. If you don’t remember the password that was assigned to you signed up the first time, you can have it sent to you by pressing the Remind Me button after entering your e-mail address.