Tutorial: Using Advanced Features
Creating Trading Solutions
Writing Custom Entry/Exit Systems
Creating Trading Solutions
i Tutorial Task
Create a trading solution and export it.
In previous tutorials, you learned how you could apply a trading solution to recreate all of the fields necessary to reproduce a trading signal. Now, let’s learn how you can create your own trading solutions.
Step-by-step Instructions
Part 1: Create a Trading Solution
1. Press the Define Trading Solutions button in the toolbar.
Figure 1. Pressing "Define Trading Solutions".
Ä Note: If you cannot locate this button, you can also select this option from the Processing menu.
2. Create a group for your trading solutions so you can keep them separate from those included with the software. Press the New… button beneath the list of Trading Solution Groups.
Ä Note: If you have already created a new group, simply select it from the list of groups and proceed to step 4.
Figure 2. Location of "New…" button for creating a new group.
3. Accept the default name of My Trading Solutions by pressing OK.
4. Create a new trading solution in the selected group by pressing the New… button beneath the list of Trading Solutions in the Selected Group.
Figure 3. Location of "New…" button for creating a new solution.
5. Enter a name for your solution. For example, call this one "My Solution".
Figure 4. Entering a name for the new solution.
6. Press the Next button.
7. You can use any field as the basis for your trading solution. For example, let’s base this solution on the Primary Signal we are currently using for Amgen. Locate Amgen in the Sample End-of-Day Models group and select the <Primary Signal> field.
Figure 5. Selecting the Primary Signal for Amgen.
8. Press the Next button. TradingSolutions will perform some brief processing.
9. On the Verify Inputs panel, press Finish.
10. Press Close. You can now apply this new trading solution to any data or group, the same as any trading solution included with the software.
Step-by-step Instructions
Part 2: Export the Trading Solution
There may be times when you want to export trading solutions for use in other portfolios or to share with other users. Here is how you can do this.
11. Select Export Trading Solution… from the File menu.
Figure 6. Selecting "Export Trading Solution…"
12. Select My Solution from the list of Trading Solutions in the Selected Group.
13. Press OK.
14. Select a name and location for the file, then press Save.
Ä Note: By default, the file will be named based on the name of the trading solution and placed in the Sample Solutions directory, or whichever directory you worked with last.
Ä Note: Trading solution files have the extension ".tss".
Figure 7. The file save dialog.
15. You can now import this trading solution file into another portfolio or send it to another TradingSolutions user for them to import. To import a trading solution, select Import Trading Solution… from the File menu.
Figure 8. Selecting "Import Trading Solution…".
Congratulations!
You have learned how to create a trading solution, which you can use to recreate previously created fields. You have also learned how you can export a trading solution for use in another portfolio or for sending to another TradingSolutions user.
_ Continue to the next task.