Modify Field Dialog: Overview

The Modify Field Dialog allows you to analyze and modify the properties of a field. The Overview page allows you to rename the field. It also provides you with many quick actions that can be performed on the field.

Ä    Note: Fields that are currently being used by the Solution Service cannot be modified.

Renaming a Field

To select a new name for a field, use one of the selections from the combo box or enter a different name. The name of the field must be unique for all of the data series it is in.

Ä    Note: The name of a field can only be changed in the data series or group where it was created. If the field name is grayed for a calculated field on this field, press the Modify Definition for This Field button to jump to the place where this field is defined. From there, the name should be available for modification.

Modifying the Definition of a Field Defined for a Group

Fields can be created for individual data series or entire groups of data series. When fields are created for entire groups, the definition of that field (the parameters, options, and other settings) is stored only with the group. Therefore, when you want to modify the definition of that field, you will need to view that field in the group where it is defined.

If you are viewing a group-defined field from the data series, you can jump to the group definition by pressing the Modify Definition for This Field button on this page.

If you are viewing a group-defined field at the group level, you can move the definition to the underlying data by pressing the Move Definition to Underlying Data button on this page. This is useful for modifying the parameters of the field on a stock-by-stock basis. It also allows you to perform genetic optimization on predictions that were defined at the group level.

Ä    Note: Once you move a definition from the group level to the underlying data, it will no longer be defined at the group level. Because of this, it will not be applied automatically when new data is added to the group.

þ    Use original settings of…

This option appears when this field was created using trading settings which are not the same as the trading settings for the current data. Removing the check from next to this option will cause the field to be recalculated using the current settings for the data.

Changing the Display Format of a Field

The format that will be used to display the field in spreadsheet and the portfolio view is indicated here. This format can be changed to any format defined on the system by selecting a new format from the combo box. New formats can be defined by pressing the New… button, which will display the Define Field Formats Dialog.

Ä    Note: If the Signal format is selected for a field that is currently not a signal, a signal analysis will be run against the value of that field. Similarly, if a field that is currently a signal is set to a format other than Signal, it will no longer be evaluated as a signal on the signal analysis page.

Performing Quick Actions on a Field

This page has many different Quick Action buttons, which allow you to perform tasks on this field directly from the Modify Field Dialog. Most of these tasks are also available from other locations.

The following Quick Actions can be performed from this page:

·      Display in Chart

This button dismisses the Modify Field Dialog and displays the field in a new chart window. Once displayed, other fields can be added to this chart window for comparison. This button is only available for data series fields.

·      Display in Spreadsheet

This button dismisses the Modify Field Dialog and displays the field in a new spreadsheet window. Once displayed, other fields can be added to this spreadsheet window for comparison. This button is only available for data series fields.

·      Display in Portfolio View

This button causes this field to be added as a display field for this group. This button is only available for group fields.

·      Correlation Analysis

This button starts the Correlation Analysis Wizard, which allows you to compare this field to other fields in order to search for possible leading indicators. If correlation analysis has already been run for this field, the previous results will be displayed.

·      Training Analysis

This button displays the Training Analysis page, which displays an analysis of the last training of a prediction field. This button is only available for prediction fields at the data series level.

·      Signal Profit Analysis

This button displays the Signal Analysis page, which displays an analysis of the profitability of trading a signal against historical data. This button is only available for signal fields at the data series level.

·      Retrain Prediction

This button will cause a prediction field to be retrained. After the training has been updated, the Training Analysis page will be displayed. This button is only available for prediction fields at the data series level.

Ä    Note: Retraining a prediction may cause different results to be obtained from the prediction field. This is because random conditions are used at the beginning of each training run.

·      Resume Training

This button will cause a prediction field to resume training from where it was stopped. After the training has been updated, the Training Analysis page will be displayed. This button is only available for prediction fields at the data series level which have not been modified since their last training.

·      Export Training Data

This button will export the training data for use as an input/desired output file in NeuroSolutions. This button is only available for prediction fields at the data series level.

What Do I Do Next?

When you are finished updating the properties of the field, press the OK button to save your changes or select another property page. If you would like to exit from this dialog without performing any changes, press the Cancel button.

Additional Property Pages

The Modify Field Dialog has many different property pages that will be displayed as is appropriate for the type of field being modified. For information on the other property pages available, see the help for the Modify Field Dialog.

How Did I Get Here?

The Modify Field Dialog appears when you select to modify or analyze the selected field from the Modify Data Series Dialog or the Modify Portfolio/Group Dialog. It is also displayed when you select Modify Field… from the context menu for a field in a chart or spreadsheet.