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Investor/RT's automatic backfill is designed to keep daily and intra-day historical data up to date automatically without user involvement. Generally speaking, if you track fewer than 100 symbols, all historical data management should simply be done for you; there should not be a need to manually perform data downloading operations. Users who track many hundreds or thousands of symbols are exceptional cases where a higher degree of user involvement is required to keep your historical data current.

This article applies to the Windows edition of Investor/RT. By design, Investor/RT for Windows does not have minimize, maximize, restore buttons on the title bar, only the close button. All windows, charts, quote pages, preferences windows, object manager, etc. are floating windows. The benefit of this approach is two-fold: (a) any window is eligible to be positioned on any monitor you wish; windows are not confined to the main Investor/RT window, and (b) all windows are equals; any window can be brought fully to the front and can float above other open windows.

Sequencing Layout Toolbar Tabs

This 5 minute video demonstrates how to arrange the tabs in the layout toolbar according to your preference.

To customize the icons on the Main Toolbar, go to Setup: Preferences: Main Toolbar. Use this window to choose which buttons you would like to appear in your main toolbar:

The Object Manager is an essential tool in Investor/RT. Understanding its role is important for new users.. Please take the time to review this article thoroughly and familiarize yourself with the Object Manager as this feature is critical to your success with Investor/RT. The Object Manger serves as a "central hub" in Investor/RT to mainipulate (Open, Edit, Delete, etc.) most of the elements within the program. It serves as a "Jumping off" or starting point to reach amost any Object including the following:

Investor/RT for Windows has a built-in warning system designed to alert you if memory usage climbs to abnormal levels.

Database Restore Points

In Investor/RT Version 11 and after, users can create single or Periodically scheduled Restore Points that can be accessed at a later time in case of an unexpected loss of data or, if a user wants to move the database to another machine . When creating a Restore Point, users can include or exclude Historical data.

Follow these steps periodically to keep Investor/RT running as healthy, lean, fast, and efficient as possible.  Users are recommended to perform a tune-up every 3-4 weeks if not more frequently:

Diagnosing Historical Database Usage