Create a Trading Solution Wizard: Basic Information

The Create a Trading Solution Wizard allows you to create a new trading solution. Trading solutions are used to generate market entry and exit signals based on multiple calculations or predictions. Creating a new trading solution enables you to copy complex multi-field calculations and apply them to other data series or share them with other TradingSolutions users. The Basic Information page allows you to enter a name and basic description for the new trading solution.

&  For help with trading solutions, see Working with Complete Trading Solutions.

Selecting a Name for the Trading Solution

Unlike Function Definitions, trading solutions only have a solution name. This solution name is shown in the trading solution selection lists. The name selected must be unique to all functions, entry/exit systems, alerts, and trading solutions.

It is a good idea to be as descriptive as possible when naming trading solutions. Naming a solution "Dan’s Solution" may remind you of where the solution came from, but it won’t help you remember what the solution does or when you would want to use it. More useful names might be "Multiple Moving Average System" or "Enter on Upward Trend".

Selecting a Solution Group for the Trading Solution

By default, TradingSolutions will select the solution group that was selected on the Define Trading Solutions Dialog. You can select a different system group from the Solution Group combo box or create a new group by pressing the New… button. Trading solutions can also be moved to new solution groups at any time after they are created from the Define Trading Solutions Dialog.

Entering a Description for the Trading Solution

The description for a trading solution can be useful as a reminder of what a solution does or when you would want to use it. Trading solution descriptions appear at the bottom of trading solution lists when the Display Descriptions option is selected. It is not necessary to have a description, just helpful. It is a good idea to limit descriptions to three lines of text. Additional descriptive text can be entered as notes later in the wizard.

What Do I Do Next?

When you are ready to continue, press the Next button to continue on to the Select Source Field page. If you would like to exit the Wizard without creating a new trading solution, press the Cancel button.

How Did I Get Here?

The Create a Trading Solution Wizard: Basic Information page is displayed when you press the New... button on the Define Trading Solutions Dialog from under the Trading Solutions list.