Portfolio Update Required Dialog

The Portfolio Update Required Dialog appears when you open a Work directory that was created with a previous version of TradingSolutions. It allows you to select whether to update the portfolio in this directory directly or work with a copy of it.

As improvements are added to TradingSolutions, changes are made to the way information is stored in your portfolio. These changes typically do not affect the results of your calculations and analyses.

Selecting How To Proceed

The following options are available for opening the Work directory that is listed in the upper part of the dialog.

·      Make a new copy of this Work directory to use with this new version.

This option will create a new directory and copy your portfolio to it. It will then update and open the copy, leaving the current directory in tact.

Ä    Note: Select this option if you are upgrading between versions and may want to continue to use the previous version.

·      Convert this Work directory, making a backup copy first.

This option will update your portfolio directly, making a backup copy first. The backup will be named "Backup of" this Work directory and be located in the same parent directory.

·      Convert this Work directory without making a backup.

This option will update your portfolio directly.

Ä    Note: Since your portfolio will be updated to work with the current version of TradingSolutions, you will no longer be able to use it with previous versions of TradingSolutions once it is converted.

·      Select a different Work directory to open at this time.

This option allows you to select a different Work directory to open, rather than converting the presently selected one.

What Do I Do Next?

Typically, you should have TradingSolutions make a copy of the selected Work directory and work with that copy. While TradingSolutions is a thoroughly tested software package, errors can occur. Using a copy allows you have a working backup if something does not appear to be working correctly in the new version.

Once you have selected an option, press the OK button to continue. If you do not want to open a portfolio at this time, press the Cancel button.

How Did I Get Here?

This dialog is typically displayed when you open a new version of TradingSolutions for the first time. It also appears when you select Change Work Directory… from the File menu and then select a Work directory that was created with a previous version of TradingSolutions.