Difference between revisions of "Preferences"
Jump to navigation
Jump to search
| Line 7: | Line 7: | ||
# To open Workspaces on startup, select the '''Open Workspaces on Start''' checkbox; clear the checkbox to not open any Workspaces on startup. | # To open Workspaces on startup, select the '''Open Workspaces on Start''' checkbox; clear the checkbox to not open any Workspaces on startup. | ||
| − | # To show the '''Workspaces''' | + | # To show the '''Workspaces''' tab on software startup, select the '''Show the dialog''' checkbox; clear the checkbox to not display the dialog box. |
# Specify the workspaces you would like to open: | # Specify the workspaces you would like to open: | ||
#* Open last active workspace from previous session | #* Open last active workspace from previous session | ||
| Line 19: | Line 19: | ||
# Saving Data. Select '''Store Optimization Report''' to save report with a workspace (file size will be increased); clear it not to save report with a workspace. | # Saving Data. Select '''Store Optimization Report''' to save report with a workspace (file size will be increased); clear it not to save report with a workspace. | ||
| + | <br> | ||
| + | === Data Server Mode === | ||
| + | Data Server Mode settings affect the whole software (MultiCharts, Portfolio Backtester and QuoteManager). This page determines whether the software has access to real-time data from a data provider server or it is limited to use only the data that is already stored in the database. | ||
| + | # Select '''Online: load the locally stored data and connect to a real-time data feed''' to switch software to online mode and get access to data from data vendor servers. | ||
| + | # Select '''Download missing historical data''' to access historical data from a data provider server or it is limited to use only the data that is already stored in the database; clear the checkbox to work only with real-time data and locally stored data (no historical backfill from data vendor). | ||
| + | # Select Offline: Use only the locally stored data''' to work only with historical data that already saved in the database. | ||
| + | # To show the '''Data Server Mode''' tab on software startup, select the '''Show Data Server Mode dialog box on startup''' checkbox; clear the checkbox to not display the dialog box. | ||
| + | <br> | ||
| + | |||
| + | <br> | ||
<br> | <br> | ||
Revision as of 15:45, 26 August 2013
To access Preferences window, please go to File menu and then select Preferences... The window can also be opened by using ALT+F, ALT+F keyboard shortcut sequence.
Workspaces
Workspaces preferences settings determine which workspaces, if any, will be opened on application startup, whether changes to workspaces will be saved on application exit, and if a confirmation prompt will appear when Chart/Scanner Windows are closed.
To set workspace preferences:
- To open Workspaces on startup, select the Open Workspaces on Start checkbox; clear the checkbox to not open any Workspaces on startup.
- To show the Workspaces tab on software startup, select the Show the dialog checkbox; clear the checkbox to not display the dialog box.
- Specify the workspaces you would like to open:
- Open last active workspace from previous session
- Open all workspaces from previous session
- Open prebuilt workspace
- To show Save Workspace dialog box on exit, clear the Do not show "Save Workspace" dialog on Exit checkbox; select the checkbox to not display the dialog box. If the checkbox is selected, there 2 options:
- Select Save workspaces if you want them to be saved automatically without your confirmation
- Select Do not save workspaces if you want them not to be saved automatically without your confirmation
- Windows Deleting. To prompt for a confirmation when a Chart/Scanner Window is closed (deleted), clear the Do not prompt for confirmation when I want to close a window checkbox; check the checkbox to prompt for a confirmation when a window is closed.
- Wizard Options. To open Wizard on software startup, select the Run Wizard on Startup checkbox; clear the checkbox to not launch it on startup.
- Saving Data. Select Store Optimization Report to save report with a workspace (file size will be increased); clear it not to save report with a workspace.
Data Server Mode
Data Server Mode settings affect the whole software (MultiCharts, Portfolio Backtester and QuoteManager). This page determines whether the software has access to real-time data from a data provider server or it is limited to use only the data that is already stored in the database.
- Select Online: load the locally stored data and connect to a real-time data feed to switch software to online mode and get access to data from data vendor servers.
- Select Download missing historical data to access historical data from a data provider server or it is limited to use only the data that is already stored in the database; clear the checkbox to work only with real-time data and locally stored data (no historical backfill from data vendor).
- Select Offline: Use only the locally stored data to work only with historical data that already saved in the database.
- To show the Data Server Mode tab on software startup, select the Show Data Server Mode dialog box on startup checkbox; clear the checkbox to not display the dialog box.
