Tutorial: Creating Trading Signals: Notes

Monitoring Processing

TradingSolutions displays a Status Dialog to let you know when it is processing. When it is finished, the Status Dialog will disappear.

Figure 1. Example of a Status Dialog.

While TradingSolutions is working on a specific task, you can see additional detail about what it is working on by pressing the ? button next to the task. This will display an additional Status Dialog.

Figure 2. Example of a detail Status Dialog.

Working with Created Signals

Here is an overview of what you can do with the signals you create using the methods in this tutorial. Each of these topics is covered in the Using the Interface tutorial.

·      When the processing of a new signal is completed, a message will appear in the Messages and Alerts Window indicating an analysis of the new field is ready. You can jump straight to this analysis by double-clicking on this message.

·      You can compare a new signal to other signals for a stock and optionally assign it to be your Primary Signal by right-clicking on the stock and selecting Analyze Signals….

·      You can visually see how the new signal would have traded by adding it to a chart.

·      You can display the new signal in your Portfolio View for trading. The easiest way to do this is to make it your Primary Signal. Then, add the Primary Signal to your display fields if it is not already there.

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.