Introduction to Investor/RT

Table of Contents

Welcome. 6

Installing Investor/RT.. 6

Starting Investor/RT.. 8

Configuring the Data Service. 8

Reconfiguring the Data Service. 8

Registering the Software. 8

Automated Registration (Recommended) 9

Manual Registration. 9

Required Software Settings. 11

Setting up Sessions. 11

Setting Backup Preferences. 12

Setting Data Feed Preferences. 13

BMI Setup. 14

Signal Setup. 15

DBC Data Manager Setup. 16

DTN Setup. 17

DTN.IQ Setup. 18

Establishing a myTrack account with Investor/RT. 20

Dial/Data Setup. 21

Verifying Proper Data Feed Reception. 22

The Data Feed Heartbeat 22

The Data Feed Status Window.. 22

Using the Quote Sifter to Verify Reception. 23

Trouble-Shooting. 25

General Trouble-Shooting Tips. 25

BMI Trouble-Shooting. 25

Signal Trouble-Shooting. 26

DBC Data Manager Trouble-Shooting. 26

DTN Trouble-Shooting. 26

DTN.IQ Trouble-Shooting. 28

myTrack Trouble-Shooting. 28

Dial/Data Trouble-Shooting. 29

Learning to Use Investor/RT.. 30

Overview of Investor/RT Window Types. 30

Quote Pages. 30

Chart Windows. 31

Quick Quote Windows. 32

Ticker Tapes. 32

News Ticker 33

News Browser 34

Scans. 35

Portfolios. 36

Order Desk and Order Status Windows. 37

Toolbars. 38

Button Help. 39

Using the Help System.. 39

Concepts and Facilities Guide. 41

Investor/RT Discussion List 41

Accessing Linn Software Customer Support 42

Sending the User Profile. 42

The Investor/RT Email Feature. 43

Sending an Email from Investor/RT. 43

Setting Up Instruments. 44

Ticker Symbol 44

Requested Exchange. 44

Session. 45

Default Instrument Properties. 45

Setup: Instruments. 46

Stock Option Instruments. 48

Futures Instruments. 49

Futures Option Instruments. 49

Using the Quote Sifter for Ticker Symbol Setup. 50

Using DTN Symbol Lookup to Add Instruments. 50

Defining New Instruments in a Quote Page. 51

Importing Ticker Symbols. 52

Importing from MetaStock Directories. 52

Importing from TickerWatcher 52

Setting up Quote Pages. 54

Default Quote Page Properties. 54

System Defined Quote Pages. 54

Setting Up Quote Pages. 54

Adding and Deleting Instruments. 55

Editing Instrument Properties in a Quote Page. 55

Customizing Quote Page Properties. 56

Setting up Charts. 57

Default Chart Properties. 57

Creating a New Chart Window.. 57

Adding or Replacing Instruments in a Chart Window.. 58

Adjusting Chart Properties. 59

Chart Periodicity. 59

Chart Types. 59

Chart Colors. 59

Chart Period Settings. 59

Adding Technical Indicators to Charts. 60

Creating an Intraday Chart (a step-by-step example) 60

Setting up Portfolios. 62

Setting up Layouts. 62

Accessing Historical Data. 63

Using Dial/Data. 63

Using the Momentum Stock CD-ROM.. 63

Using the Glance Futures CD-ROM.. 64

Using the DTN.IQ Historical Server 64

Using the DTN.IQ Tick Data Server 64

Using the DBC Historical Server 65

Using the DBC Tick Data Server 65

Importing Data from Other Applications. 65

MetaStock Import 65

ASCII Import 65

Using Scans. 67

Overview.. 67

Using Scans to Screen Issues of Interest 67

Using Auto Scans to Detect Trading Signals. 68

Accessing News. 70

Using News Browsers. 70

Using News Tickers. 70

News Preferences. 71

Using News Markers in Charts. 71