Customizing Toolbars

The toolbars in TradingSolutions can be selected and modified to fit individual preferences and working styles. The toolbars can be moved to any edge of the TradingSolutions window, or they can be left floating in the middle of the window. There are multiple toolbars available, each with different sets of frequently used options. Plus, each toolbar can be modified to include different options.

&  For help with specific toolbars, see The TradingSolutions Toolbars.

Moving Toolbars

By default, toolbars are docked on the top of the TradingSolutions window. This means that toolbars are attached to the top of this window and will not cover any data windows.

To move a toolbar to a new location, move the mouse to the window handle at the left of the toolbar. When the toolbar is docked, this handle is displayed as two gray lines. Once the mouse is positioned over the handle, you can drag the toolbar to a new location by pressing the left mouse button down and moving the mouse. An outline of the new toolbar position will be displayed while the mouse is being moved. When the desired location is reached, simply release the mouse button to end the dragging operation.

By default, if a toolbar is being moved to a location near the edge the TradingSolutions window, it will dock itself on that edge. To move a toolbar without docking, hold the Ctrl key down while you are dragging the window.

Ä    Note: The Portfolio View window is treated like a toolbar for the purposes of determining where toolbars can be docked. This may result in toolbars wrapping around the Portfolio View window when it is docked.

Temporarily Removing Toolbars

There are times when it may be useful to temporarily hide the toolbars from the TradingSolutions window in order to display more data. To hide or redisplay the toolbars, toggle the Display Toolbars option on the View menu. Additional space can also be created toggling the status bar in a similar manner.

Selecting Different Toolbars

By default, TradingSolutions displays a single toolbar with a standard set of commonly used options. Other toolbars are also available with options that are typically less frequently used. All of the options available from these toolbars are available using menus or dialog options and generally only need to be added to provide shortcuts or other customizations.

To select new or different toolbars, select Customize Toolbars… from the Tools menu. This will display the Customize Dialog, which will allow you to enable and disable specific toolbars.

Modifying the Contents of Toolbars

The toolbars and menu bar of TradingSolutions can be modified to provide different options. To add or remove options from the toolbars, select Customize Toolbars… from the Tools menu. Then, select the Buttons tab on the Customize Dialog. The Buttons page will allow you to drag toolbar options to toolbars that are currently being displayed. In addition, options on toolbars that are currently being displayed can be dragged to new locations or removed.

The TradingSolutions toolbar typically appears along the top of the TradingSolutions program window. It presents icons for common options you may want to perform while using TradingSolutions.

Ä    Note: Toolbars are typically displayed along the top of the program window, but can be moved elsewhere and even dismissed. If you are having trouble finding the TradingSolutions Toolbar at the top of the program window, look in other locations. If you think you may have dismissed it, select Customize Toolbars… from the Tools menu and make sure it is selected to be displayed.