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Investor/RT
What's New in Version 6.1 Rev. 5
The new features and miscellaneous enhancements outlined below were
introduced in the 6.1 Version.
Product Enhancements for
Version 6.1 Rev. 5
Release Date: June 12, 2003
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Maintenance Items 6.1.5
The Setup: Custom Instruments window has been improved to more
clearly show the list of components of each custom instrument. As you
type letters into the custom instrument ticker symbol entry box,
Investor/RT will now recognize the custom instrument ticker and show its
setup automatically. A bug was corrected in the data generation process
for custom instruments specifically dealing with "pairs" (differences)
where the value of the spread between two instruments is a negative
numbers. The process of generating more precise daily bars by examining
intra-day data for the component instruments now works properly when the
spread is negative.
eSignal Level II (Montage) displays are operative once again in
Investor/RT. Investor/RT also now supports Level II bid/ask displays for
OTC Bulletin Board stocks in the eSignal version.
The quotepage popup menu (accessed by right-clicking on a ticker symbol)
now has an Insert command for inserting a new row in the quotepage just
below the clicked row. The same popup menu can be used in portfolio
windows to add a new position to a portfolio. It simply calls up the
"order desk" window for entering a new position.
Various minor bugs were fixed in the area of chart definition export and
import. One significant fix/improvement is that exported RTL and chart
definition now carry setup information for any ticker symbols referenced
by the RTL formula or the chart. Upon importing, these tickers are
defined automatically on the recipient's systems before importing the
RTL or chart definitions, thus eliminating prompting messages about
undefined tickers. If the imported ticker symbol is not a valid ticker
for the particular data feed being used by the recipient, the correct
ticker must be substituted into the chart, of course. Any RTL formulas
that make reference to a particular ticker, e.g. CL($INDU) will have to
be manually adjusted after imported if the target ticker is
inappropriate for the data service in use.
- Info
Box Improvements
The Info Box in intra-day charts now displays both the date and
time on one line when the box is setup to track the mouse pointer.
Scrolling an intra-day chart containing an Info Box pegged to the mouse
causes the Info Box to show the date and time of the last (right-most)
bar in new visible period. This helps to "see where you are" when
scrolling. The date and time row in the Info Box is now optional.
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Price/Time Profile
Improvements
The Price/Time Profile (sometimes referred to as "market
profile") has two new display options. In the setup, there is a checkbox
titled "yzabc". This options causes the time labeling to begin with the
letter Y instead of the usual A, so that the first 2 30 minute time
periods are labeled Y and Z, followed by the A B C time periods.
The other option checkbox is titled "x 3". This option divides each time
period into three columns of ten minutes each showing the price levels
reached in each ten minute period comprising one 30 minute period.
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Chart Annotation Coloring
The chart Annotation indicator has a new "Alternating Colors"
option. In the setup, check the "Use Alternating Colors" checkbox and
specify alternate foreground (text) and background colors. As the text
of the annotation updates in the chart window, the text color and
background will alternate between the normal and alternate set of
colors, thus providing some visual feedback each time the annotation
changes. If the instrument associated with the annotation is trading
rapidly, many times per second, the annotation will alternate colors at
most every three quarters of a second. Uncheck the "Use Alternating
Colors" checkbox to disable this visual effect.
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Confirming Signal Actions
The "Run Scan" option in Signal Actions has been revised. Instead
of running a scan, Investor/RT now tests (runs) a signal (or any scan
that has been enabled for use as a signal) and conditionally executes
the Signal Action if the confirming signal is true. If the confirming
signal is false, no further actions occur. Note that the sound
associated with the signal action is played regardless. If the
confirming signal is false, Investor/RT shows a message in the status
message area of main toolbar (and in the message log) indicating that
the signal action was not performed because the confirming signal
failed. If the purpose of the signal (or scan) is simply to SET some
user V# variables, then note that SET statements always evaluate as
TRUE. Thus a signal composed only of SET statements strung together with
AND will always "confirm" the signal action.
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Bring to Front Menu
Enhancement
Bring to Front is a submenu of the Windows Menu in Investor/RT.
It lists the names of all open windows; choosing a window from the list
brings that window to the front of all other open windows. Holding down
the Ctrl Key while choosing a window has the added effect of centering
the window. The centering takes place according to the centering
percentages specified in Setup: Preferences: General. To make this new
feature more visible to new users, the first menu item in the Bring to
Front Menu reads " -- Ctrl-click to Center Window -- ", followed by the
list of menu items for the open windows. Choosing this first menu item
brings up a dialog box explaining the purpose of the Ctrl Key in more
detail. Macintosh versions of IRT use Option-click rather than
Ctrl-click to center.
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Downloading Custom Instruments
The data download window can be used to download historical data
for any list of instruments in a quotepage. When downloading a quotepage
containing a mixture of regular instruments and custom instruments,
Investor/RT will ignore the custom instruments and request data only for
the regular instruments in the quotepage. As a special case, if you make
a data download request for historical data on a quotepage that contains
only custom instruments, Investor/RT will generate historical data for
each custom instrument in that quotepage. For example, performing a
historical download on the ".Custom Instruments" quotepage will
regenerate the historical data for every custom instrument defined to
Investor/RT.
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Maintenance Release (6.1.4)
Corrections were made having to do with intra-day charting of
instruments assigned to overnight trading sessions in the period
immediately following the 2003 Memorial Day Holiday. A bug was corrected
in the myTrack version of Investor/RT, also holiday related, that caused
intra-day downloads to skip date for date prior to the holiday.
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Executing Signal
Actions with Chart Buttons
The chart "Button" indicator now has the ability to execute any
pre-defined "Signal Action" (an action). Choose "Execute Signal Action"
as the "Purpose" of the button and select one of the Actions listed. All
Signal Action buttons are push buttons, and can have a custom title. If
you have Signal Actions that communicate buy or sell orders to your
broker (using the "Text to File" feature of the actions) then you can
create say a green background "BUY" button and a red background "SELL"
button for the appropriate signal actions. The instrument (ticker
symbol) in the chart window with the button is the "subject" of the
signal action.
Note that Signal Actions are "presets" for the Signal Action indicator
and thus each defined signal action appears in the list of technical
indicator presets when you create buttons with the purpose of
"Add/Remove Preset Indicator". Setting up an indicator preset button and
assigning it a Signal Action as the preset has the same effect as using
the new button purpose "Execute Signal Action". However you setup the
button, the effect is to execute that Signal Action when the button is
clicked.
Executing Actions with Confirmation. When you click a signal action
button in a chart a prompting window appears listing you the name of the
signal action, the chart name, and the ticker symbol that will be the
subject of the action. The prompting message says, "To Confirm, press
"OK". Click the "OK" button (or press the enter key) to execute the
signal action; click the "Cancel" button (or press the esc key) to
dismiss the prompt without taking any action.
Executing Actions without Confirmation. Hold down the Ctrl key as you
click on a signal action button to execute the signal action
immediately, bypassing the confirmation prompting message. Macintosh
users will hold down the Option key instead.
When setting up Buttons for executing Signal Actions, or when setting up
Technical Indicator Preset buttons in general, the setup dialog has been
improved by adding a "Edit" button to the right of the list of Signal
Actions or Presets List. Pressing the Edit button brings up the
preferences for the particular action or indicator preset. You may use
this feature to view the setup of any action or preset. If you make
changes to the setup and click OK, the preset definition is updated.
Click Cancel or press the esc key to dismiss the setup window without
saving the changes.
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Enhanced Signal
Action Setup and Testing
New Signal Actions can be created into ways: (1) in the Technical
Indicator dialog, choose the Signal Marker Indicator, check the Action
checkbox and click "New". Another method is to select the "Signal
Action" indicator directly in the list of technical indicators, setup
the action preferences as you like, then click on the Preset button at
the bottom and choose New. You will be asked to provide a name for the
Signal Action Preset. The action name you enter will then be listed in
the list of actions you may utilize in Button or Signal Marker setups.
The Signal Action setup window in Version 6.1.3 has been enhanced. The
"Test Text" button is designed to enable the user to simulate the
triggering of the signal action in a controlled test. The text is first
formatted and presented in a notification box. Investor/RT then prompts
for confirmation before it writes the text to the designated file (when
the "text to file" option is check marked). The write to file can be
cancelled by pressing the Cancel button or the esc key on the keyboard.
Finally, the text is written to the designated chat room if appropriate.
If the write to file confirmation results in a "Cancel", the action
terminates and nothing will be written to the chat room either.
There is also a new button named "View" to the right of the entry box
for the filename. When the "Text to File" option is checked, clicking
the View button opens a window displaying the contents of the user
specified file. This may be useful during testing to confirm that the
file was updated properly.
- Signal
Action Log
Each time a Signal Action executes, an entry is added to a text
file named "SignalActionLog.txt" in the admin directory. Each entry is
time stamped. The contents of this file can be inspected at any time
using File: Open: Signal Action Log. You can also open and display the
file using File: Open: File. Use Setup: Keyboard Shortcuts to define a
keyboard function-key shortcut for opening the Signal Action Log.
Deleting this file or removing it from the admin directory will cause
Investor/RT to create a new log file the next time a signal action is
triggered. Note that the signal action log is updated each time the
"Test Text" button is used to test an action, or a Signal Action button
is pressed, or when a Signal Marker indicator triggers a signal action
in a chart.
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Multi-Linking Options
for Time and Sales
Time and Sales windows in Version 6.1.2 and earlier always
participate in multi-linking operations. Version 6.1.3 adds a
"Multi-Link Color" option to the time and sales preferences. Like chart
multi-linking colors, black means that the windows does not participate
in any multi-link operations at all. White means that it participates in
all multi-link operations (as it did in 6.1.2 and earlier). Other colors
are used the associate the time and sales with one or more chart windows
that have the same multi-link color. For example, if you have two charts
open, both with red color code, and you set the time and sales window to
red, then any multi-linking operation involving the two red charts will
also affect the time and sales, while multi-linking other chart windows
having differing color multi-link colors will have no affect on the time
and sales.
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Editing Custom
Column Values in a QuotePage
Custom Columns in QuotePages that are setup with type "Built-in
QuotePage Column" can now be edited when appropriate, that is, whenever
the associated built-in column is an editable column. For example, if
the custom column displays a particular V# variable value, the displayed
value can be edited just as the built-in V# data column can be edited to
revise the value of the associated V# variable for that row.
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Selective Tick Data Filtering
The tick data filtering capability introduced in Version 6.0 (see
item #6. Tick Filtering Feature Added, in the 6.0 What's New) is a
global option. When this feature is on, all incoming tick data is
filtered based on the user specified change and/or percentage change
from the last tick. Reports are that this feature is working well and
has eliminated most if not all bad ticks for many. Some users have
reported that certain special tickers like $ADV and $DECL, the advances
and declining issues have high variability percentage wise from tick to
tick and that some quotes on such indexes are filtered out as a result.
To address this issue Investor/RT now supports an option in the Setup:
Instruments window (Advanced section) to enable the user to turn off
tick data filtering for any instrument.
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Signal Markers and Signal
Actions
The Signal Marker Indicator setup now allows the specification of
a named "Signal Action" that is to be executed when the signal triggers
true on the current bar. Signal Actions are defined independently. The
Signal Marker setup shows a list of existing signal action names. "New"
and "Edit" button are present to enable the creation of new signal
actions or the viewing/editing of any existing signal action.
A Signal Action is a specification of one or more actions that are to be
performed when a signal is triggered. The Signal Action setup has
checkboxes for playing a particular sound or running a particular
schedule for example. Formerly these specifications were shown
explicitly in the Signal Marker setup window. Now, the Signal Marker
simply refers to a the Signal Action by name and the Signal Action
contains all of the detailed specification of what actions are to be
performed.
The Signal Action setup has a large text entry box into which you can
enter any arbitrary text message up to 255 characters in length. The
text can also contain %TOKENS as in the "Annotation" indicator. %TOKENS
are replaced with actual values. There are three actions that can be
performed on this text:
a. Display the text in a notification window. b. Display the text in a
named Chat Room. c. Write (or append) the text to a text file.
When the notification window option is checked and a signal triggers the
signal action, Investor/RT will construct a message, replacing any valid
%TOKENS with the values for the particular ticker symbol that triggered
the action, and display the resulting message in a notification window.
For example, if the text reads:
%TICKER – BUY SIGNAL at %CL Bid/Ask is %BID,%ASK Time %TIME
and the signal action is triggered on IBM, a message window will appear
showing text in the form:
IBM – BUY SIGNAL at 86.25 Bid/Ask is 86.00,86.75 Time 10:33:20
Similarly, if the "Text to Chat" checkbox is checked, the text message
will be sent to the chat room specified in the signal action.
Finally, there is the "Text to File" option. When this is checked, the
signal action enables entry boxes for specifying the filename and the
path to the file where the text message is to be written. A "Browse"
button is provided to the right of the path for convenience in selecting
the folder/directory where the file will be written. Normally, the text
of the message will be written to the filename specified, replacing the
previous file by that name or creating a new file if needed. If you wish
to "append" the text as a new line to the file, then enter the file name
preceded with a plus sign. For example, enter a file name of "+signal_log.txt"
and specify the path (folder) where the file will be placed. Then any
messages generated by the signal action will be listed one after another
in the text file named "signal_log.txt". The signal_log.txt file can be
inspected at any time using File: Open: File.
The new "Signal Action" specification in Investor/RT 6.1 replaces the
former checkboxes for alerts and running schedules that were present in
prior versions of Investor/RT. When upgrading to this new version,
Investor/RT will automatically create signal actions with names of the
form "Action N" (where N is a number) and assign them to your signal
marker indicators. For example, if you formerly had a signal marker that
that specified an alert sound and a schedule to run when the signal
triggered, upon upgrading to Version 6.1.2, the setup for the signal
marker might show simply "Action 11" as the named action for the signal.
If you click the "Edit" button to the right of the Action list, you will
see the setup for Action 11 and find the same sound and schedule setups
are you had before.
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Signal Markers:
Completed Bars Option
Normally Signal Markers trigger the associated signal action when
the signal indicates "TRUE" on the last bar in the chart. During market
hours, the last bar in the chart is a bar in progress. Sometimes it is
important that the signal not trigger until the bar is completed. One
way to accomplish this is to write the signal in a way that it signals
true when the previous bar has some particular condition. There is now a
checkbox in the Signal Marker setup titled "Signal Completed Bars Only".
When this box is checked the signal marker will draw markers only on
completed bars (the last partial bar will never be marked) and the
signal action associated with the signal markers will be performed only
when the signal is true for the last completed bar. Visually, this will
be the next to last bar in the chart once the bar is complete. When this
checkbox is left unchecked, Investor/RT will draw signal markers on all
bars, including the partial bar being formed during market hours. The
signal action will be performed when the signal evaluates as true for
the partial bar. Furthermore, the signal action will be performed at
most once per bar. Once the signal has triggered for the partial bar
once, the signal may in fact become false then true again before the bar
completes but the signal action will not be repeated until the Next bar
begins forming.
- RTL
Setup Enhancements
The RTL setup window for Scans, Signals, and Custom Indicator now
accepts multi-line input and user comments embedded anywhere within the
RTL expression. When entering a formula, pressing the return or enter
key creates a new line in the text window. Comments can be included
anywhere by beginning the comment with / * and ending it with * /.
Formatting RTL expressions in this way can make them easy to read. For
example a signal formula such as:
HLR > 1 AND CL – LO > .75 * HLR AND CL > MA AND CL.1 < MA
Can now be formatted like this:
HLR > 1 / * today's high-low range is more than a dollar * /
AND CL – LO > .75 * HLR / * current bar is in top quartile of today's
range * /
AND CL > MA / * and price is now above the 20 period moving average * /
AND CL.1 < MA / * price was below MA in the previous bar * /
The / * comment * / method can be used to selectively "comment out" any
section of the formula easily. For example, suppose you want to test the
signal above but temporarily suspend the requirement that HLR be greater
than 1.
/ * HLR > 1 AND today's high-low range is more than a dollar * /
CL – LO > .75 * HLR / * current bar is in top quartile of today's range
* /
AND CL > MA / * and price is now above the 20 period moving average * /
AND CL.1 < MA / * and price was below the MA in the previous bar * /
Note that the entire first line of the formula is now a comment and that
the "AND" has been moved up to the first line. To reactivate, the first
condition later, just move the '/ *’ at the beginning of the first line
to the right of the "AND", i.e.
HLR > 1 AND / * today's high-low range is more than a dollar * /
NOTE: We have included a space between the slash and asterisk in the
examples above for illustration purposes only. Without the space between
them, the comment text would not be visible in this help topic since the
same slash-asterisk technique is used for commentary by the software
that processes this help text. When including comments in RTL formulas
begin the comment with a slash followed immediately by an asterisk and
end the comment with an asterisk followed immediately by a slash.
When the RTL setup window is set to define a Signal, a new button is
present at the bottom of the window titled "Marker". Clicking the Marker
button tells Investor/RT to insert the current signal into the front
chart window. This is similar to the "Chart" button when the RTL window
is set to define custom indicators. The marker will be added to the
front chart if one is open, or Investor/RT will create a new chart
window and add the marker to it. This feature makes it easy to test
signals during the development process, eliminating the need to open a
chart window and manually add a signal marker to it to test a new
signal. Note also that modifying the signal formula and pressing the
Save button causes the signal marker(s) for that signal to update
wherever they are present in open chart windows. Thus you can now easily
add the marker to a chart and refine the signal iteratively by pressing
the Save button periodically to see the charting effect.
Note that when entering formulas into the RTL setup window, pressing the
return or enter key allows you to continue typing on a new line in the
entry window. In prior versions of Investor/RT, the return or enter key
was accepted as a command to run the scan for example. In version 6.1,
you can hold down either the shift or ctrl key (option key on Macintosh)
when pressing return or enter. For scans, shift-enter runs the scan. For
signals and custom indicators shift-enter checks the formula's syntax.
Ctrl-enter is the same as shift-enter.
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Scheduling Download of Tick
Data
The schedule action "Download Data" now supports Daily, 1-minute,
and tick data downloads. Tick data downloading is support by DTN.IQ,
eSignal, and Quote.com Investor/RT versions.
- Maintenance
Issues
DTN.IQ Treasury Futures historical data now download properly
again. Futures of type FV, TU and TY were adversely affected by a format
change for these instruments in the changeover from InterQuote to
DTN.IQ. Also, a bug was fixed that was causing Investor/RT for DTN.IQ to
download one less day of intra-day bars than requested in some cases.
Efficiency improvements were made to the RTL runtime system that should
result in faster calculation of some scans, signals, and custom
indicators.
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New
Result for Signal Statistics: Price At Next Signal
This new SSTAT result gives the price of the bar on which the
next signal is TRUE. This result only changes when a TRUE signal occurs,
and will then remain constant across FALSE signals. The indicator looks
forward to the next bar for which the signal triggered, and displays the
"price" of that bar.
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Further
Enhancement of Price Bands Indicator
The Price Bands Indicator was further enhanced to enable the
bands to be computed historically.
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Maintenance Issues
Several bug fixes and maintenance issues were addressed in the
Rev 1 Version 6.1. A bug was corrected that was causing the new BFE
token to calculate incorrectly when the token was used in a custom
indicator. A more serious bug was fixed that caused Investor/RT to fail
when attempting to save a chart definition when the subject chart
contained an MPD indicator that referenced a custom indicator. The Save
Layout window now positions itself properly for multi-monitor users. The
RTL token AVGVOL is now updated automatically whenever daily historical
data is downloaded for any instrument. This improvement makes importing
chart definitions from other users work better when the imported chart
references an instrument formerly undefined on the recipient's
Investor/RT system and the chart contains signal markers that make
reference to the AVGVOL token. A bug was fixed in the drawing tool for
Fibonacci Extensions that was making the tool work improperly after the
first use of the tool. Various windows and menus that still made
reference to "Trading Signals" were corrected to use the term "Signals"
instead.
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Chart Definition Export and
Import
The Save Chart Definition (chart export) feature of Investor/RT
has been enhanced significantly. The chart definition file created by
this process now includes definitions for all scans, signals, and custom
indicators that are directly or indirectly used by the subject chart. In
additional, more detailed information about the chart setup is saved so
that a saved chart definition can fully replicate the precise appearance
of the chart on another user's Investor/RT system.
To import a chart definition text file, use File: Open: File and select
the file. During the import process the user will be prompted regarding
adding ticker symbols that were referenced in the chart definition. In
addition, any scans, signals, or custom indicators that come in with the
imported chart that have names that are already in use on the recipients
system will elicit a prompting message. The responses will include
"Leave" or "Replace". Choose Leave to leave the existing definition of
the scan, signal, or custom indicator, i.e. skip the import. Choose
Replace to continue importing the scan, signal, or custom indicator. The
imported definition will replace the existing scan, signal or custom
indicator. Some chart definition file for particularly complex
Investor/RT charts may contain literally dozens of scans, signals,
and/or custom indicators. If you wish to "Leave All" or "Replace All"
existing scans, signals, custom indicators click the "More" button to
see more options. The dialog will show choices to Replace All and Leave
All. Choosing either of these choices will continue the import with no
further prompting. A shortcut, using the shift key, is available for
invoking the Leave All or Replace All options. Hold down the shift key
on the keyboard while clicking Leave or Replace.
Note that the chart definition may contain a number of chart buttons
that will appear in various chart panes according to the definition.
Some of these buttons may represent global buttons (setup with scope
"All Charts") on the Investor/RT system that created the chart
definition file. Such buttons will NOT become global "All Chart" buttons
on the recipient's Investor/RT system. For obvious reasons, the buttons
that cone in with a chart definition will appear in the resulting
imported chart as local button with scope "This Chart, Any Instrument".
If you wish the button to become global on your system after importing,
then simply adjust the scope of the button, i.e. right-click on any
button, choose Edit, then adjust the scope at the bottom of the button
setup window. Note also, that after importing a chart that contains
buttons, any "global" (All Charts) buttons that are defined on the
importing Investor/RT system will then be added to the resulting chart.
Thus the resulting chart may possibly contain more buttons than the
chart on the senders Investor/RT system.
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Scan/Signal/CI Export and
Import
Similar enhancements were made to the Save As… function for
saving definitions of Scans, Signals, and Custom Indicators. The
definition file will contain definitions of all scans, signals, and
custom indicators that are directly or indirectly referenced by the
subject scan, signal, or custom indicator. For example, a custom
indicator may reference one or more other custom indicators, and these
in turn may include technical indicator setups that reference other
scans, signals, or custom indicators. When you save such a definition,
the export file will automatically contain everything needed to utilize
that custom indicator on the recipient user's Investor/RT system. In the
past, each scan, signal and custom indicator definition had to be saved
individually and imported individually by the recipient.
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New Chart Button
Purpose: Run Schedule
Chart buttons may now be created for the purpose of running
schedules. When setting up the button, choose "Run Schedule" as the
button purpose. For push buttons enter the name of the schedule you wish
to run when the button is clicked. For menu buttons, you can explicitly
name 2 or more schedules, or you can simply enter a question mark
instead of entering schedule names. When you click a chart menu button
that has been setup with ?, Investor/RT will show a menu of ALL defined
schedules when you click the button.
- New
Schedule Actions
The Setup Schedules window has been enhanced with a number of new
actions for manipulating chart windows. The new actions can be setup to
operate on a particular chart name or on the front most chart window
regardless of its name:
Execute Chart Button This action performs the function (purpose) of the
Button preset specified. Before you can schedule a button you must
create a "preset" for the button that describes the button purpose. Go
to Setup: Preferences: Charts: Technical Indicator, setup the button
preferences to perform the desired action and then click the Preset
button at the bottom and choose New. Name the preset. Back in the Setup:
Schedules window, click New to add a new action to your schedule, choose
Execute Chart Button as the Action, then specify the name of the button
preset you wish to execute. This feature enables you to perform
literally any action or series of actions that can be done by chart
buttons, as a series of scheduled actions.
Add Preset The Add Preset action adds the specified technical indicator
preset to the specified chart. The preset can be any technical indicator
you wish to add to a chart. The specified indicator will be added to the
chart only if it is not already present with the same preferences. If
you designate that the indicator preset is to be added to a specific
chart name, the chart will be opened if necessary and the indicator will
be added to it.
Remove Preset The preset indicator will be removed from the designated
chart if present.
Toggle Preset The present indicator will be added to the designated
chart if it is not already preset. If the same indicator is already
present with the same preferences, the indicator will be removed.
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New Technical Indicator:
Fractals
This new indicator is covered in detail on the Linn Software web
site at:
http://www.linnsoft.com/tour/techind/fractals.htm
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Profile Indicator Enhancements
This new indicator is covered in detail on the Linn Software web
site at:
http://www.linnsoft.com/tour/techind/profile.htm
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Paint Bar Indicator
Enhancements
The Paint Bar indicator was enhanced to allow more flexibility
when painting bars based on custom indicator results. Prior to the 6.1
release, custom indicator painting was limited to optionally painting
one color if the CI was greater than zero, another color if the CI was
less than zero, and a third color if the CI was equal to zero. This
limited the user to custom indicators that oscillated about zero. In
this release, options were added to allow the user to choose to paint
one color if the CI is < or <= X, another color if the CI is > or >= Y,
and a third color if the CI is between X and Y. This gives the user the
flexibility to paint three distinct ranges of values for the CI, and
does not limit to only painting based on the CI's relation to zero. For
instance, the user may have a custom indicator that represents the
difference (HI - LO). They may choose to paint the bars green if the
range if above 3, red if below 1, and gray if between 1 and 3.
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Vertical Reference Line
Enhancement
A new "Horizontal Position" option was added to the Vertical
Reference Line indicator to give the user more control over where the
vertical line is drawn horizontally in relation to the bar. Horizontal
Position options include "Left of Bar", "Center of Bar, and "Right of
Bar". Prior to Version 6.1, vertical reference lines were
unconditionally drawn to the left of the bar.
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Mouse Wheel Support (Windows)
For Windows users we have added support for mouse wheel scrolling
to many Investor/RT window types The mouse wheel can be used to scroll
portfolio, quote pages, and all "text" type windows, e.g. the message
log window and chat windows. Certain setup windows also report
appropriately to mouse wheel movements. The RTL Setup window scrolls the
list of RTL tokens up and down. The Add Technical Indicator and Setup
Technical Indicator window scrolls the list of indicators. Holding down
the Ctrl key causes each click of the mouse wheel to scroll more, i.e.
hold down the ctrl key while you operate the mouse wheel to scroll up
and down more rapidly in quote page, portfolios, and text windows.
Finally for chart windows, the motion of the scroll wheel zooms the
chart in and out by modifying the "pixels per bar" setting, this is
similar to the effect you get using the up/down arrow keys on the
keyboard to adjust the chart.
This special mouse wheel handling is in effect by default. Some users
may have special mouse driver software that provides mouse wheel
capabilities customized by the user. If the new mouse wheel support in
Investor/RT interferes with those capabilities, you can turn off
Investor/RT mouse wheel handling by unchecking the checkbox in the
Setup: Preferences: General window.
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Main Tool "Scan" Button Revised
The button on the main toolbar formerly known as the "Scan
Button" has been enhanced to provide more general access to RTL objects
of all types. The button's image has been changed. Henceforth, it will
be called the "RTL Button" to indicate its expanded purpose. Clicking
the button pops up a menu with four choices for accessing Scans,
Signals, Custom Indicators, and Trading Systems. Choose the type of RTL
object you wish to open or create and a list of objects of that type
will appear in a standard list selection window. From there you can open
any or all RTL objects of the chosen type in the usual fashion. Choose
"New", the top item in the selection list to create a new RTL object of
the chosen type. For convenience in creating new RTL objects,
right-click the RTL Button on the main toolbar (Macintosh users: control
+ click). The popup menu will then read "New Scan", "New Signal", "New
Custom Indicator", "New Trading System". Make your selection and
Investor/RT will open the setup window immediately for creating a new
object of the desired type, bypassing the object selection window.
Related improvements were made to the setup windows for scans, signals,
and custom indicators to consolidate these into a single convenient
window for viewing and creating RTL objects. Henceforth this window will
be called the RTL Setup window. In the upper left corner of the RTL
Setup window is a button menu with choices for Scan, Signal, and Custom
Indicator. Now you can view and create scans, signals, and custom
indicators from the same window. A shortcut for opening the RTL Setup
window is to shift-click on the RTL button on the main toolbar. The RTL
set window opens immediately, bypassing both the popup menu and the list
selection window. From there you can select the type of RTL object you
want.
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New File Menu Item: Run
Schedule
The Run Schedule command in the File Menu presents a standard
selection window listing all defined schedules. Double-click a schedule
name to run it, or select a schedule and click OK. More than one
schedule can be run by selecting each schedule you wish to run in turn
and clicking the Apply button. This command makes it more convenient to
run a schedule without opening the Setup: Schedules window, similar to
the Run Scan command in the File Menu.
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Using Investor/RT "Offline"
A new menu item named "Work Offline" has been added to the data
feed menu. The purpose of the command is to place Investor/RT into
"offline" status on occasions when the user does not have a data feed or
internet connection available, or does not wish to initiate any
connections for some period of time. When Investor/RT is in offline
status no "automatic downloads" will be initiated, nor will there be any
prompting when opening chart windows about connecting to the data feed.
When working offline, there are three ways to place Investor/RT back
into normal status:
a) Choose Work Offline (again) from the data feed menu.
b) Choose "Start Data" from the data feed menu.
c) Click the Start Feed button on the Main Toolbar.
The data feed menu will show a checkmark in front of the menu item "Work
Offline" when Investor/RT is in offline status. Choosing this menu item
toggles the checkmark and the state between offline and normal status.
When you quit Investor/RT while in offline status, Investor/RT will
continue to be in the offline status when you start up Investor/RT
again. A message will appear at startup to remind you that Investor/RT
is offline.
The "heartbeat" indicator button at the right end of the main toolbar
will show a "blank" image when Investor/RT is in offline status. Click
on the heartbeat button for more information.
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Presentation Mode
A global option has been added to Investor/RT, called
"Presentation Mode". When Investor/RT is put into Presentation Mode,
certain graphical objects, like candlestick bodies, histograms, custom
profiles, and Renko chart boxes, are drawn with a shading effect. While
this mode can be more aesthetically pleasing, it is not recommended for
continuous use. Drawing objects in this mode is generally more processor
intensive. Thus this feature should be used sparingly, for creating
screenshots, or when reviewing charts after market hours. Presentation
Mode can be quickly turned on or off by right-clicking in the message
area of the main toolbar, and selecting "Presentation Mode". A
"Presentation Mode" checkbox is also available in the "Setup:
Preferences: General" window. The shaded effect will generally be
noticeable only when drawing rectangles that are at least eight pixels
wide. For instance, the shaded effect will be noticeable on candlestick
bodies if the "Pixels/Bar" setting found in the Chart Preferences
(General Tab) is at least eight. If there are other areas of the
software that you would like to see visually enhanced in "Presentation
Mode", please email your suggestions to
support@linnsoft.com.
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Rounded Boxes Option for PNF/Renko Charts and Indicators
The Point and Figure/Renko Charts and Indicators were enhanced to
provide a new "Rounded Boxes" option. If this option is checked, the
boxes will be formed and rounded multiples of box size, starting at
zero. If this option is unchecked, the first box will be created at
precisely the first price that is processed. For example, assume the box
size is 1.00. If "Rounded Boxes" is checked, then boxes will be placed
at prices 1.00, 2.00, ..., 51.00, 52.00, etc. This is how Investor/RT
has worked prior to this release. On the other hand, if "Rounded Boxes"
is unchecked, and the first price processed (opening price) is 58.26,
then the first box will appear at 58.26, and subsequent boxes will form
at prices like 59.26, 60.26, 57.26, etc. Using the "Rounded Boxes"
option can give your chart a cleaner look and feel, but sacrifices a
small amount of precision at the very start.
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Create
Custom Profile Menu Item in QuotePage Popup Menu
A menu item has been added to the QuotePage Popup Menu called
"Create Custom Profile". The QuotePage popup appears when the user
right-clicks on any column heading, or clicks on the black "+" in the
upper right corner of the quotepage (Mac users control+click). When this
menu item is chosen, a Custom Profile chart will be created, using the
target quotepage, along with all other default Custom Profile
preferences. The Custom Profile will be given the same name as the
quotepage by default. The new menu item essentially provides a way to
jump quickly from any open quotepage to a graphical Custom Profile
representation of that quotepage.
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DTN.IQ (InterQuote)
Version Enhanced
The DTN.IQ (InterQuote) Version of Investor/RT now supports the
longer term intra-day historical data capabilities of the DTN.IQ data
service. Specifically, the most recent 10 days of tick data are
available for downloading. Minute interval data may be downloaded for
the last 120 days. All windows, menus, and messages in Investor/RT now
use the name DTN.IQ rather than InterQuote to identify this data
service.
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RTL Setup Window Enhanced
The RTL Setup window as been rearranged slightly to enable the
formula (syntax) entry area to occupy the entire width of the window.
Buttons formerly to the right of the formula area are now positioned at
the bottom on the window. Buttons for "Save As" and "Export" functions
were added to make these features more visible and accessible. Formerly
it was necessary to use the menu bar (e.g. File: Save: Save As or File:
Export: Scan/Signal Definition) to invoke these features. The RTL setup
window can be resized horizontally and/or vertically to enlarge the size
of the formula entry area to view more lengthy formulas.
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RTL Formula Entry Enhancements
The RTL formula (syntax) checking process has been improved in
several ways to facilitate entry of RTL scan, signal, and custom
indicator formulas. The improvements are designed to facilitate entry of
technical indicator tokens in cases where multiple tokens are needed for
the same technical indicator. In addition, the improvements enable the
user to extend the technical indicator tokens available for use in RTL
formulas through the use of pre-defined technical indicator "presets".
RTL technical indicator tokens can reference other scans, signal, and
custom indicators directly by name.
Using Token Suffixes
Consider a scan to identify instruments whose 20 period simple moving
average has just crossed above the 100 period simple moving average. To
formulate this scan prior to these improvement you would first add the
MA token twice to the list on the right using the ==> button. When you
do this, Investor/RT will prompt for the setup for each MA. You must
then assure that each MA related token has a unique name so you can
refer to the different moving averages in the scan formula. You might
assign the token name MA_twenty to the first MA token and MA_hundred to
the second token. Then the scan formula can then be entered:
MA_twenty.1 < MA_hundred.1 AND MA_twenty > MA_hundred;
Notice the way the tokens are named in this example. First there is a
"real" token MA followed by an underscore and then some arbitrary
characters that make the token unique. This convention for naming tokens
is appealing because it makes clear that the token is in fact an MA and
the underscore provides a visual separator between the real token and
the suffix for improved readability, just as the period is used to
visually separate the entire token from the numeric qualifier .1. The
improvements made to the RTL formula setup are based on this technical
indicator naming convention. When technical indicator tokens are entered
directly into a formula without pre-defining them, Investor/RT will now
do much of the setup work for you. The new convention can be summarized
as follows:
When entering a technical indicator token, you can enter either:
a) the actual token in upper case, e.g. MA, RAWK, CI
b) the actual token in lower or mixed case, e.g. ma, rawk, ci
c) the actual token in mixed case followed by a "suffix". The suffix
always begins with an underscore followed by a series of letters, e.g.
ma_st, ma_longterm, RAWK_one, RAWK_two
More succinctly, any technical indicator token can be entered in mixed
case optionally followed by a suffix that begins with an underscore
character. When you enter a formula using this convention Investor/RT
will do much or all of the token setup work. To see the effect, open the
RTL Setup Window (Setup: Scan or Setup: Signal). The setup window will
appear with the formula area blank and no tokens listed on the right.
Enter the following formula into the entry area:
ma_twenty.1 < ma_hundred.1 and ma_twenty > ma_hundred
Press the "Check" button. Investor/RT will respond by adding MA_twenty
and MA_hundred automatically to the list on the right. Both of these
token names will be setup as MA tokens. Investor/RT will prompt you with
the MA preferences window so you can setup each token with the
appropriate moving average period. The MA setup dialog will show text
such as "Preferences for RTL Token MA_twenty" to indicate the name of
the token to which the setup pertains.
Using Indicator Presets as RTL Tokens
Suppose that you use 20 and 100 period moving averages often in scans,
signals, and custom indicators. If so, you may have setup MA presets for
20 and 100 period presets. Investor/RT uses the suffix naming convention
described above to identify references to technical indicator presets.
This enables any preset to be referenced directly in the RTL language.
The rule for referencing presets is as follows:
If an RTL technical indicator token has a suffix (e.g. _twenty) and
there is a preset defined for that indicator that has the same suffix,
then the preset indicator preferences will be automatically associated
with the RTL token without user prompting.
Suppose for example that you create presets for the moving average
indicator with names like "mySimpleMA_twenty" and "mySimpleMA_hundred".
To create presets, go to any setup window for an indicator, set the
preferences as you wish to record them, click on the Preset button and
choose "New". You will be prompted for a name for each preset. When
naming a preset that you may wish to use in RTL, put the suffix you want
to use at the end of the prefix name. In this case, we named our two MA
presets with suffixes _twenty and _hundred.
With the presets defined, the entry of technical indicator tokens can
proceed without pre-defining the tokens and without user prompting. Open
a new scan setup window and enter the formula:
ma_twenty.1 < ma_hundred.1 and ma_twenty > ma_hundred
When you then press the "Check" (or "Scan" or "Save") button Investor/RT
will automatically create the two MA tokens giving them names ma_twentry
and ma_hundred. The setups for these two indicators will be obtained
from the MA presets found with the same suffixes. The scan is fully
specified with no user prompting windows. In essence, the creation of
indicator presets with suffixed names makes the suffix visible to the
RTL language. Note that the same suffix can be used in names of various
indicators. For example, you could have a MA preset and an RSI preset
both having names suffixed with "_twenty". Thus you can write ma_twenty
or rsi_twenty and Investor/RT will correctly obtain the preset
preferences without user prompting.
In the event no preset is found with the appropriate suffix, Investor/RT
will also check to see if it can find a preset having a full name that
exactly matches the suffix following after the underscore. For example,
if you make a preset named emaTen to refer to a MA token with a setup of
10 period exponential moving average, then the token MA_emaTen can be
used to refer to that MA preset. The full name of the preset follows the
underscore. Note that comparisons are case sensitive, thus MA_ematen
would not be recognized as a reference to the preset, while ma_emaTen
and MA_emaTen will work. The token before the underscore in not case
sensitive, but the suffix must match exactly.
How presets are named is up to each individual user. If you use short
preset names, like emaTen or stochRSI, you can refer to those presets
using RTL tokens using the full name. Longer names are more descriptive
but would be laborious to enter and hard to remember. With longer preset
name, an underscore suffix on the longer name gives you a shorter handle
for referring to the preset.
Referencing Scan, Signal, Custom Indicator Names
The indicator tokens SCAN and CI follow the same conventions described
above for technical indicator tokens. If you have a custom indicator
named "StochasticRSI" you can create a preset for this CI and name it "myStochasticRSI_srsi"
for example. Once this preset is defined, the token CI_srsi (or ci_srsi)
will be recognized in RTL formulas. When creating a new custom indicator
formula it is often useful to refer to other custom indicators or scans
(signals). Presets may not exist for each custom indicator, so
Investor/RT handles the CI and SCAN tokens further when no matching
preset is found. The rule is as follows:
A SCAN or CI token, when followed by a suffix, will be associated with
the scan or ci preset having that same suffix. If there is none, the
scan or ci token will be associated with the scan, signal, or custom
indicator whose full name matches the suffix. If there is none with that
name, the user will be prompted to name the associated scan, signal or
custom indicator.
Suppose for example you have two custom indicators with names:
StochasticRSI and SpecialAverage, a signal named "myBuySignal", and a CI
preset for StochasticRSI named myStochasticRSI_srsi. Here are a few RTL
tokens for making reference to these:
CI_myBuySignal (no prompt)
ci_myBuySignal (no prompt)
ci_mybuysignal (user will be prompted since the name match is case
sensitive)
ci_srsi (no prompt, reference StochasticRSI via the preset)
ci_StochasticRSI (no prompt, references StochasticRSI directly by name)
scan_myBuySignal (no prompt)
When entering formulas, it may sometimes be useful to review a list of
all defined custom indicator names or signal/scan names as an aid to
entering the correct spelling of the name or suffix. This can be
accomplished by clicking the RTL button on the main toolbar. Choose Open
Custom Indicator from the ensuing popup menu to see a list of all custom
indicators. The list of names can be dismissed at any time without
actually opening anything by clicking the close box in the window title
bar.
Note that the special handling of RTL technical indicator tokens that
have an underscore suffix is a formula writing convention that speeds
entry and setup of RTL formulas. The RTL language itself has not
changed. You can still setup indicator tokens in advance of entering
your formula syntax and you can assign names to tokens with or without
an underscore suffix. All scans, signals, and custom indicators
correctly setup before these improvements will continue to function as
before.
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Traditional
Charts: New General Preferences
Setup: Preferences: Charts: General has several new checkboxes.
They are:
(a) When Printing Charts, Stretch the Chart to Fill the Page
(b) When Printing Charts, Print Background & Scale in Black and White
(c) Show Instrument Name in Chart Window Title Bar
Checkbox (a) specifies whether you wish traditional charts to be
stretched to fit the printed page. If this checkbox is checked the
printed chart will fill the entire printed page, otherwise the aspect
ratio of the chart on the screen will be maintained when printing. To
see the difference, print any chart with and without the checkbox
checked.
Checkbox (b) specifies that the screen background color and scale color
will be set to white background, black scale text whenever the
traditional charts are printed. The other contents of the chart are
printed in their normal screen color. This option will be extended to
the non-traditional chart types as well in future updates to
Investor/RT.
Checkbox (c) specifies whether traditional charts containing a single
instrument will show the full instrument name (the security name) in the
window title bar. Prior to Version 6.0 this was always the case, but in
Version 6.0, the traditional chart window title format was revised to
show the name of the chart itself (the saved name of the chart) rather
than the name of the instrument within the chart. If this checkbox is
checked, the window title will show the name of the chart, the ticker
symbol and security name followed by the periodicity of the chart. Note
that the traditional chart window title will usually begin with the
named of the chart. The exception is when the chart window is narrow. In
this case, the window title will begin with the ticker symbol first.
This will be helpful when using the chart wizard to review many
thumbnail sized charts. Each small chart window will at least show the
ticker symbol to identify the chart.
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New Indicator: Price Bands
A new technical indicator called "Price Bands" has been added.
Price Bands are horizontal bands across the chart, drawn between two
prices. The first price (Price 1) is determined by a user-specified
custom indicator. The second price (Price 2) can also be determined by a
custom indicator, or it can be set to a certain distance (price or
percent) "Above", "Below", or "Above and Below", Price 1. The Price Band
draws from the left edge of the chart, to the right edge of the chart,
with the top and bottom of the band being dictated by the selections for
Price 1 and Price 2. As an example, you may create two custom indicators
that represent the previous session's high, and the previous session's
low (using syntax "MPD"). These two custom indicators can then be used
to draw a Price Band on an intraday chart that shades the area
representing the previous session's trading range. Similarly, you could
create a custom indicator that represented the highest high of the past
10 bars (using STAT). By setting Price 1 to this custom indicator and
Price 2 to "1% Below Price 1", a Price Band would be drawn from the
highest high of past 10 bars, down to 1% below that highest high.
The Price Band indicator can be selected by clicking on the very top or
bottom of the rectangle that forms the band (by clicking on either Price
1 or Price 2). The Price Band acts just like all other technical
indicators in that it can be drawn in front of or behind any other
element (indicator or instrument) in the chart pane. Price Bands are
also not limited to being drawn with instruments, but they can also be
drawn along with standalone indicators. For instance, Price Bands could
be drawn in the MACD pane representing the area from the highest MACD
value over the last 20 bars, down to 10 points below this highest value.
Or one could use the Price Pane to simply draw between two constant
prices. To obtain a constant numeric value from a custom indicator,
simply use the syntax "VAR" and setup the VAR token with whatever
numeric value you'd like, or use the syntax "10.5 + HI*0". In other
words, a number by itself (syntax like "10.5") is not allowed in RTL. A
token must be present somewhere in the syntax.
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New RTL Tokens: BFE and BCNT
The token BFE (Bars From End) returns a whole number indicating
the distance in bars that the current bars is from the end of the data
collection. For example, in a signal marker you may use a signal with
the formula:
BFE > 0 AND BFE < 6 AND <any expression>
Where <any expression> represents the actual signal expression you wish
to mark on the chart. The condition BFE > 0 will exclude the last bar
since the last bar of the chart will have BFE of zero. The condition BFE
< 6 means that the signal will always be false for bars are 6 or more
bars from the end. This has the effect of showing signal markets on the
last 5 completed bars, but never on the current bar (until it
completes), and never on any earlier bars.
The token BCNT (Bar Count) replaces for former token BTCNT (Backtest Bar
Count). During backtesting BCNT is the number of bars in the backtesting
data series, the same value BTCNT used to provide. In charts, BCNT is
the number of bars in the chart. If you add the expression "BCNT > 10
AND" at the beginning of a signal, the signal will never be true until
at least 10 bars of data are present in the chart.
The BFE and BCNT tokens can be used together to determine how far (in
bars) the current bar is from the beginning of the time series. The
expression:
BCNT - BFE
will give you a number from 1 to BCNT, the number of bars plus 1 from
the beginning of the data series. For example, if there are 100 bars in
the chart, then BCNT will equal 100. The last bar (most recent bar) will
have BFE of zero, thus BCNT – BFE will be 100. The first (oldest) bar in
the chart will have BFE equal to 99, since it is 99 bars following it.
Thus BCNT – BFE will be 1. So if you want to exclude a backtesting
signal or signal market in a chart from triggering until at least 25
bars have gone by, use:
BCNT – BFE > 25 AND <any expression>
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New Custom Instrument Setup
Option
When setting up custom instruments there is a new checkbox option
titled "Monitor Only When Session is Open". Check this box if you wish
updating of the custom instrument to end when the session closes. When
this box is unchecked, any pricing change in any of the component
instruments of the custom instrument will cause the value of the custom
instrument to be updated.
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