Create a Trading Solution Wizard: Select Source Field

Modify Trading Solution Dialog: Source Field

 

This dialog appears in several forms. The Create a Trading Solution Wizard allows you to create a new trading solution. The Modify Trading Solution Dialog allows you to modify an existing trading solution. This page allows you to select a new source field for a trading solution. It can also be used to update a trading solution to match changes in the current source field.

 

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

Selecting a Source Field for a Trading Solution

Trading solutions are collections of one or more fields that are combined together into a single package to produce a value that may take several fields to create. Typically, they are used to bundle all of the steps required to generate an entry/exit signal. However, they can also be used for non-signal calculations, as well.

 

To create a trading solution, select the field with the result you are trying to recreate from the selection tree. This field is called for the source field for the trading solution. For example, if you have an entry/exit signal that takes several fields to calculate, select the entry/exit signal field as the source field. All of the fields that were used to create that signal field will be included in the trading solution automatically.

 

&  For help using the selection tree, see the help for Selection Trees.

 

The following options are also available when selecting a source field.

þ    Display non-signals in the list of potential source fields.

By default, only entry/exit signal fields are listed in the selection tree. Since trading solutions are typically used to recreate entry/exit signals, this makes the list easier to use for the majority of the cases. To display other calculated fields in the selection tree, select this option.

þ    Include training weights of predictions with this trading solution.

Normally, trading solutions will be created to duplicate processing on multiple sets of data. Typically, when you apply a trading solution to a new data series, you will want to retrain any predicted fields in the trading solution based on this new data. However, there are times when you may want to store the current training weights of these fields with the trading solution. To store the training weights with the solution, select this option.

Ä    Note: There are no negative effects to including training weights with the trading solution, except that the solution will take slightly more disk space to store. If training weights are included in a trading solution, you will be notified that they are available when you are applying the solution.

Updating the Source Field for a Trading Solution

If you are updating the processing for an existing trading solution, there are some additional controls available on this dialog. To prevent a trading solution from accidentally being overwritten, you will need to select the Update the processing for this trading solution option to enable the selection controls. Then, to actually update the processing, press the Update button.

 

You can update the processing for a trading solution to a new source field or to the same source field if it is still available. If you select the same source field, any changes in the processing will be included in the trading solution.

&  For help and insights on bundling multiple fields in a single trading solution, see Creating Your Own Trading Solutions.

What Do I Do Next?

If you are creating a new trading solution, press the Next button to continue on to the Specify Inputs page. If you would like to exit the wizard without creating a new trading solution, press the Cancel button. If you would like to change the name of the trading solution, press the Back button to return to the Basic Information page.

 

If you are finished updating the source field of a previously created trading solution, 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 Function Definition Dialog has the following property pages.

0   Properties

This page allows you to specify the name, group, and basic description of this trading solution.

0   Source Field

This page allows you to select a new source field for a trading solution. It can also be used to update a trading solution to match changes in the current source field.

0   Inputs

This page allows you to edit and reorder the inputs for this trading solution.

0   Notes

This page allows you to enter notes associated with this trading solution.

 

&  For help using property pages, see the help for Property Pages.

How Did I Get Here?

The Select Source Field page appears after the Basic Information page in the Create a Trading Solution Wizard.

 

The Modify Trading Solution Dialog is displayed when you press the Edit… button on the Define Trading Solutions Dialog from under the Trading Solutions list.