Strategies Tab
Strategies Tab
The Strategies Tab inside the Alert Config Window provides access to many pre-configured strategies as well as your own recent strategies.
Right-click into the Alert Window, select Configure, and then Strategies Tab.
The field on the left-hand side will list all the available bullish, bearish, and neutral strategies. Click on the Plus Sign to open a strategies folder.
Once you have selected a strategy, the right-hand panel will show a brief description as well as the alerts and filters in use.
To load the chosen strategy, click on the Load Settings button below or double-click on the strategy title in the field on the left-hand side.
To quickly modify the loaded strategy, click on any of its icons. Filters icons always have teal and purple backgrounds, whereas Alert icons display an image and mostly have white backgrounds.
A click on any Alert icon will open up the Select Alerts Tab, where you can check or un-check the alerts in use. A click on any Filter icon will open up the Windows Specific Filters Tab. where you can modify each filter.
A right-click on any of the icons, will open a popup menu.
Help (Icon - Right-Click)
The Help option will bring you to our main Alerts & Filter Page, which provides detailed information about each alert and filter as well as their settings.
Modify (Icon - Right-Click)
The Modify option will lead you to the Select Alerts Tab in case of an Alert icon, or the Windows Specific Filters Tab, in case of a Filter icon, where you can adjust the settings.
Show as Column (Icon - Right-Click)
The Show as Column option will lead you to the Columns Tab, where you can choose which data columns you would like to visually display in your Alert Window.
Show Me (Icon - Right-Click)
The Show Me option is a great tool when you are uncertain about the exact filter settings, or would like to see the effects filter changes will have on the number of stocks available to scan.
Flip
The Flip option at the bottom right-hand side enables you to switch the scanner settings from bullish to bearish and vice versa. When selected, it will open the Summary Tab, which gives you a breakdown of the flipped strategy.
Start from Scratch
Select Start from Scratch to create an entirely new scanner and activate this option by double-clicking or pressing the Load Settings Button below.
Thereafter, you can choose any of the available alerts and filters in the Search Tab to create your own scan. You can define the filter values in the Windows Specific Filters Tab, choose the exchanges to be scanned in the Exchanges Tab, include or exclude specific stocks in the Symbol Lists Tab and choose, which columns to visually display in your scan from the Columns Tab.
My Liked Symbol Stream
The Strategies Tab also lets you modify the alerts and filters of the My Liked Symbol Stream. This scanner displays data for all the stocks that have been manually selected via the heart icon on the chart. You will find it in the Stocks I Like Channel of the Channel Bar.
Once you have selected and/or configured your strategy, hit the OK button. Now, the data populated will reflect the strategy that you have just configured and loaded.
Recent Settings
To remove the strategies that are listed under Recent Settings, head to your Accounts Management Page on our website and log in with your username and password.
Here, select Recent Alert Settings on the right-hand side:
The following page will list all the strategies that are listed under Recent Settings in the Alert Configuration Window and enables you to view, edit or delete them:
Search Tab
The Search Tab, enables you, to find all of the available alerts and filters, you can use to customize your scans. right-click into the window, select Configure and open the Search Tab.
Scroll through the entire list, or enter a keyword into the search field. You can also narrow down the options, by making a selection from the category dropdown. Filters icons always have teal or purple backgrounds, whereas Alert icons display an image, and most of the time have white backgrounds.
Once you have found the alerts or filters, that you would like to use, highlight them with a mouse click.
A right-click on a highlighted alert or filter will bring up a popup menu with various options. The same options are accessible by pressing the buttons below the list.
A click on, Add Alert will open up the Select Alerts Tab where you can check or uncheck which alerts to include in your scan.
A click on, Add Filter will open up the Windows Specific Filters Tab where you can modify each filter.
The Clear All option will unselect all highlighted alerts and filters.
You can choose to visually display a filter as a column in your window. Highlight the filter, then select the Show Column option at the bottom of the list. This will bring you to the Columns Tab, where the chosen filter has automatically been added to the field on the left-hand side. This field displays the already chosen columns. The right-hand side, on the other hand, contains all the available filters, that can be selected for display in your scan.
To find out more about a specific alert or filter and its settings, highlight it, then press the Help button. This will bring you to the Alert & Filter Definition page on our website. It provides valuable insight and will assist you in determining the correct alert or filter usage and settings.
The Show Me option is a great tool when you are uncertain about the exact filter settings or would like to see the effects filter changes will have on the number of stocks available to scan. A further tutorial will discuss this feature in more detail.
Click OK when you are done, or jump to one of the other tabs to adjust your scan further.
Select Alerts Tab
The Select Alerts Tab enables you to select the alert types for your scan. Every Alert Window needs at least one alert, so this tab is important.
Right-click into the Alert Window, select Configure, and open the Select Alerts Tab.
Here, check the alerts that you would like to use and, if required, set their parameters.
You need to have at least one alert, but you can use multiple alerts in a single Alert Window. The individual Alerts don’t interact with each other, they work in an OR fashion, meaning each alert triggers when its specific event happens and is fully independent of the other alerts. Filters, on the other hand, work in an AND fashion. A stock must satisfy all of the filter conditions and at least one of the alerts to show up in your Alert Window.
If you do not select an alert from the Select Alerts Tab, the Heartbeat alert will automatically be selected. It is a default placeholder that pings the server every couple of minutes to look for symbols satisfying the filters without the need for a specific event.
Some of the alerts have a quality field, the value can be based on days, dollars, volume, shares, or percent. If you leave the quality field blank, you will see more alerts than if you enter a value since this will tighten the scope.
To only see the alerts that are part of your strategy, press the Hide Unused button. Choose Add Defaults to see the list of alerts that are generally used. You can add more alerts by pressing the More Button and then using the Search function. Highlight an alert you would like to add, then press the Add Alert button at the bottom. The chosen alert will automatically be added to the Select Alerts Tab. You, however, still have to check the box if you would like to include it in your scan.
Click OK when you are done, or jump to one of the other tabs to adjust your scan further.
It is recommended that you pair it with filters from the Windows Specific Filters Tab, in order to narrow the scope and receive high-quality alerts.
Window Specific Filters Tab
The Window Specific Filters Tab enables you to increase the quality of your scan’s signals by combining your alerts with filters. Right-click into the Alert Window, select Configure and open the Window Specific Filters Tab.
You can define a minimum and a maximum value for each filter. The minimum filter icons are teal-colored, and the maximum filter icons are purple-colored. The magnifying glass icon between them hosts the Show Me Feature. A click on it will open a window where you can test different filter values. The In Words Tab will have a written description of what the filter will display. Depending on the filter you will also see the effects of different filter values as a Histogram, on a Chart, in an Up vs Down comparison, on a Calendar, and will be provided with suggestions in an Example Tab. Just use the sliders in each Tab to adjust your minimum and maximum values and see how many stocks fit the chosen criteria.
To only see the filters that are part of your strategy, press the Hide Unused button. Choose Add Defaults to see the list of filters that are generally used. You can add more filters by pressing the More Button and then using the Search function. Highlight a filter you would like to add, then press the Add Filter Button at the bottom. The chosen filter will automatically be added to the Windows Specific Filters Tab where you can enter minimum and maximum values or leave them blank. If you leave filter values blank but add them to the Columns Tab by choosing Show Column, you will be able to see the filter value at the time of an alert in your window without the filter influencing the results of your scan.
Click OK when you are done, or jump to one of the other tabs to adjust your scan further.
Exchanges Tab
The Exchanges Tab enables you to select the stock exchanges that your Alert window will scan. Simply right-click into the Alert Window, select Configure, and open the Exchanges Tab. Here, you will find a list of all the markets we cover. By default the main American exchanges NYSE, AMEX and NASDAQ are selected, but you can also scan OTC, Pink Sheets, BATS, The Small Exchange, and even Canadian exchanges. Please note, due to the license agreement the price and volume data for Canadian stocks will not be shown and there won’t be Canadian chart data.
If one or more of these options are grayed out, it may be necessary to complete the exchange agreement for the respective exchanges. In this case, log into your Account Management Page on our website. After login, your entitlement status will be visible. Click the appropriate link and complete the online agreement to gain access to the data.
Simply select the exchanges that you would like to monitor from the list by checking the boxes. Then hit OK.
Symbol Lists Tab
Include or exclude Symbol Lists
You can include or exclude stock symbols from your scan. To do so, right-click on your scan and select Configure. Next, open the Symbol Lists Tab.
Your already existing Symbol Lists will show up in the drop-down menu of the Add Existing List Tab, located on the right-hand side.
Any already activated list, will be displayed in a different color.
Simply click on a Symbol list from the dropdown, to add it to the section on the left-hand side.
The Add Existing List Tab, does not only contain your own Symbol Lists, but also offers a large variety of preconfigured Symbol lists to choose from. Of particular interest to many traders are symbol lists that include or exclude recent IPOs, ETFs, Warrants, or entire sectors.
Once you have selected all the symbol lists, you would like to include or exclude, make your selection from the dropdown on the left-hand side.
By default, your scan is set to monitor All Symbols.
From the dropdown, you can select to show Only the following lists and check the Symbol Lists you would like to point your scan at below.
Alternatively, you can choose to Exclude the following lists and check the Symbol Lists you would like to exclude from your scan below.
You can also choose to only monitor a Single Symbol with your scan. To do so, select Single Symbol from the dropdown and enter the ticker in the field below.
To remove a Symbol list from the selection field, right-click on it and select Remove from this List.
Once you have made your selection, hit OK.
Then select OK one more time to save your changes and close the Config Window of your scan.
Create a new Symbol List
The Symbol List Tab in the Config Window of your scan also gives you the option to Create a New List.
To create a new Symbol List, select Create New List on the bottom right-left side.
Give your new list a name, then click OK.
Now, the Edit Symbol List window will open.
There is no limit to the number of symbols you can add to a symbol list. The program will automatically convert all added symbols to the upper case, remove duplicates and sort the list alphabetically.
Typing
You can enter stocks manually by typing.
Copy & Paste from document
You can copy & paste symbols from any document. The symbols should be added one line per symbol, in upper or lower case.
Copy & Paste from Scan
You can also copy & paste selected symbols or entire symbol columns from your scans. To do this, first go to the Toolbar, select Tools, Options, and then General. Here, uncheck Highlight grid row upon selection.
By default, the entire row is highlighted when you select a column in the scan. Unchecking this option will enable you to highlight individual columns.
Now, go to your scan and highlight the symbols you would like to add to your Symbol List.
Thereafter, copy the data by using the Windows copy command, pressing the Control and C keys on your keyboard.
Now, go back to your newly created Symbol List and paste the symbols into it using the Windows paste command, pressing the Control and V keys on your keyboard.
Upload from File
In addition to manually adding stock symbols, you also have the option to upload a text file from your local PC by choosing Load from File. Please note, that this will overwrite any already added symbols.
If you would like to upload additional symbols to an already existing Symbol List, choose the option Insert From File instead.
Download Symbol List to PC
To save a copy of your Symbol list to your local PC, select the Save to File option.
Once you have added your symbols, hit OK.
Your newly created Symbol List will now appear in the Add Existing List of the Symbol List Tab within the Config Window of your scan, where you can choose to include or exclude its symbols.
Add more Symbols via Send to feature
To add more symbols to any of your existing Symbol Lists, on the fly, from any of your scans or charts, just right-click, then choose the stock ticker you would like to add, select Send to and then Symbol Lists from the dropdown.
Thereafter, choose a specific Symbol List to add the stock to from the following dropdown menu.
If you have recently sent a symbol to any of the lists, it will be bold. To remove this visual highlight, select Clear Recent List and click Yes.
To start an entirely new Symbol list or edit your Symbol lists, select the option, Manage Symbol Lists. This will bring you to the main Symbol List Configuration Menu, where you can create, edit, copy, rename, and delete your symbol lists. You can also access the main Symbol List Configuration Menu from the Toolbar. Just go to the Tools Tab and select Symbol Lists.
In addition to accessing your Symbol Lists from within our software, you can also find them on your Account Management Page, on our Website. Here, you can also edit, delete or create entirely new symbol lists.
Columns Tab
The columns displayed in your window can be reorganized via left-click drag and drop. The individual columns can also be extended or compressed by using your mouse. To add more viewable columns to your Window, right-click, select Configure and open the Columns Tab.
The Columns Tab enables you to define, which of the filter columns you would like to visually display in your Alert Window. Please note, the Windows Specific Filters Tab defines which filters you apply to your scan, whereas the Columns Tab simply defines which of these filters will be displayed as columns in your window.
The field on the left-hand side lists the already displayed columns. The right-hand side contains all the available filters that can be selected for display in your scan.
Select additional columns from the field on the right-hand side by highlighting them with a mouse click. Then, click the arrow pointing to the left to move them to the Selected Columns field.
To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.
To only see the filters that are part of your strategy, press the Hide Unused button. Choose Add Defaults to see the list of filters that are generally used. You can add more filters by pressing the More Button and then using the Search function.
Click OK when you are done, or jump to one of the other tabs to adjust your scan further.
Symbol Plus Column
The Symbol Plus Feature enables our users to condense some of the stock's key data into one single column.
It is available in Alert, Top List and Multi-Strategy Windows, as well as in the Premium AI Strategy Trades Window.
To enable Symbol Plus, right-click into the header of the symbol column of your scan.
A dropdown with the following options will appear:
The option Normal will display the following info in the symbol column:
The company's symbol
The stock's current price
The Change from the Close in $
The Change from the Close in %
The company's logo
The option Logo Only will display the following way:
The option No Logo will display the following info in the symbol column:
The company's symbol
The stock's current price
The Change from the Close in $
The Change from the Close in %
The option Symbol/Logo will display the following info in the symbol column:
The option Off will show the traditional symbol column.
Summary Tab
The Summary Tab gives you an overview of your configured strategy, and the opportunity to change its name. To access it, right-click into the Alert Window, select Configure, and then open the Summary Tab. Enter or change the name of your strategy in the Window Name field. Below, you will find a summary of your current strategy. All the alerts and filters in use are displayed, together with a short description. To edit any of them, either right-click, to bring up a popup menu with options, or click on them, to go directly to the Select Alerts or Windows Specific Filters Tab. Once you've reviewed your settings, hit OK to open and run the newly configured Alert Window.
History
The History Feature enables you to analyze the alerts of your Alert Windows over the past 60 odd days.
By default, alerts will be streaming in real-time, however, you can uncheck the real-time mode, if you wish to look further back.
You can select to view the alerts of the Last Trading Day or the Previous Trading Day.
Alternatively, you can select All to see all the alerts of the past 60 odd trading days.
The window will load a maximum of 1000 alerts at once, to see older alerts, select More from the dropdown. You can keep selecting More until the 60-day trading limit is reached.
You can also request historical alerts for a specific Timeframe. Start describes the most recent alerts that you want to see. By default, these appear at the top of the alert window. You can choose Now as the Start Date, or you can choose a specific Date and Time.
Below you can choose the oldest alert that you would like to see. You can make a selection from the dropdown, which starts this morning and ends 64 days ago. Alternatively, you can choose a specific date and time.
Press the OK button and you will see the Window will fill with historical alerts. The caption of the Alert Window will be updated to show that historical data is currently displayed and that more historical data is available.
You can request additional portions of historical data via right-click, History, and More.
If you click on an alert to display it in a linked chart, you will see a blue arrow pointing at the bar where the alert occurred.
You can sort the output by specific columns. If I would like to, for example, see the highest-priced stocks at the top, double click on the price column.
This will bring up a menu with group and sort options. If a symbol shows up multiple times in your scan, you can leave it as such by selecting, All Alerts. You can, however, also choose to limit the output to the very first alert for the symbol, by choosing Keep Oldest, or the very last alert by choosing, Keep Newest.
Additionally, you can select which filter to sort by and the sort direction, either ascending or descending.
To save all the displayed data of the Alert Window as a CSV file on your PC, right-click and select Save Contents.
To transfer the column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press the Control and C key on your PC’s keyboard. Finally, press the Control and V key to paste the selected rows into your spreadsheet.
To highlight entire rows with one mouse-click, Go to the Toolbar, select Options, General, and then, Highlight grid row upon selection.
To be able to highlight single columns, leave this option unchecked.
Send XYZ to...
The Send To Feature enables you to look up more info for a stock or share it with others. This feature is available in most Optima Windows, namely Charts, Top Lists, Alert, and Multi-Strategy Windows as well as Price Alerts and AI Strategy Trades Windows. Simply highlight a symbol, then right-click and select, Send XYZ to... where XYZ stands for the chosen stock symbol.
You can choose to send the chosen symbol to a new Chart Window, or a new Single Stock Window.
In addition to that our Send To Feature lets you share the stock with your followers on Twitter. Enter your message, and if you would like to share the Alert as well as the Strategy, check the box, Include Strategy Config in Message. Thereafter click, Tweet Now. If you haven’t connected to Twitter yet, the Twitter Authorization Window will open. Enter your Twitter username and password, then click Authorize app. After logging in, copy the received PIN into the box on the bottom left-hand side. Then click, Confirm.
You can also send a symbol to an already externally linked target platform. If you have not established External Linking yet, the External Linking Window will open and enable you to Add a Link. With external linking enabled, any symbol you click on within Trade Ideas will automatically load in an external platform like your charting or brokerage app. This is a good way to connect to a lot of different applications. A further tutorial will discuss External Linking in more detail.
Another option is to send the stock symbol to the Web. By selecting send to Web, you can find info about the particular stock on Yahoo, Finviz, StockCharts, BigCharts, as well as other web-based platforms, and conduct further research. If you check the option, Use Symbol Linking, and leave the particular web-based platform open, it will automatically load every symbol you select in your scan on the web-based platform as well. This way, you will get an instant internet look-up for every symbol that you’re interested in. In addition to the sites in the selection menu, you can select Custom to add a different web-based platform. If this platform requires a login, log into the web-based platform first. Then, have a look at the URL when you are logged in to your web destination. Copy this URL, and split it where the symbol is mentioned. Enter the part of the URL before the symbol, into the first section, and the part after the symbol in the next section.
Lastly, you can send the stock symbol to one of your existing Symbol Lists. Or even create a New List to add the symbol to. A further tutorial will discuss how to create, edit and use Symbol Lists in more detail.
Send XYZ to Symbol List
The Send To Feature allows you to add stock symbols to a so-called Symbol List or Watchlist. A Symbol List is useful if you would like to include or exclude certain stocks from your scans.
To add more symbols to any of your existing Symbol Lists, on the fly, from any of your scans or charts, just right-click, then choose the stock ticker you would like to add, select Send to, and then Symbol Lists from the dropdown.
Thereafter, choose a specific Symbol List to add the stock to from the following dropdown menu.
If you have recently sent a symbol to any of the lists, it will be bold. To remove this visual highlight, select Clear Recent List and click Yes.
To start an entirely new Symbol list or edit your Symbol lists, select the option, Manage Symbol Lists. This will bring you to the main Symbol List Configuration Menu, where you can create, edit, copy, rename, and delete your symbol lists. You can also access the main Symbol List Configuration Menu from the Toolbar. Just go to the Tools Tab and select Symbol Lists.
Create a new Symbol List
The field on the top left-hand side of the new window displays all the already existing Symbol Lists and the number of symbols they contain.
To create a new Symbol List, select Create New List on the bottom right-hand side.
Give your new list a name, then click OK.
Your newly created list will now appear in the Symbol List field.
Add single symbols to one or multiple Symbol List
To quickly add or delete a single symbol, highlight the Symbol List, then enter the ticker in the Symbol Field in upper or lower case and click Add or Delete. The symbol will now be added to or removed from all the currently highlighted lists. The program will automatically remove duplicate symbols during addition and ignore any removal request if the symbol does not exist in the symbol list.
To select more than one list at once, press the control key on your keyboard while selecting the lists with your mouse.
Add multiple symbols to a Symbol List
To add multiple symbols to your newly created Symbol List, double-click on your list to open it.
This will take you to another window where you can enter the stock symbols. There is no limit to the number of symbols you can add to a symbol list. The program automatically will convert the symbols to the upper case, remove duplicates and sort the list alphabetically.
Typing
You can enter stocks manually by typing.
Copy & Paste from document
You can copy & paste symbols from any document. The symbols should be added one line per symbol, in upper or lower case.
Copy & Paste from Scan
You can also copy & paste selected symbols or entire symbol columns from your scans. To do this, first go to the Toolbar, select Tools, Options, and then General. Here, uncheck Highlight grid row upon selection.
By default, the entire row is highlighted when you select a column in the scan. Unchecking this option will enable you to highlight individual columns.
Now, go to your scan and highlight the symbols you would like to add to your Symbol List.
Thereafter, copy the data by using the Windows copy command, pressing the Control and C keys on your keyboard.
Now, go back to your newly created Symbol List and paste the symbols into it using the Windows paste command, pressing the Control and V keys on your keyboard.
Upload from File
In addition to manually adding stock symbols, you also have the option to upload a text file from your local PC by choosing Load from File. Please note, that this will overwrite any already added symbols.
If you would like to upload additional symbols to an already existing Symbol List, choose the option Insert From File instead.
Download Symbol List to PC
To save a copy of your Symbol list to your local PC, select the Save to File option.
Once you have added your symbols, hit OK.
Edit, Copy, Rename, or Delete a Symbol List
To edit a Symbol List, select the Edit List button, which will bring you back to the symbol entry window.
To copy a Symbol List, select the Copy List button. Type the name of the new symbol list and press the OK to copy the list and populate it with the symbols from the currently selected lists.
To rename the list, highlight it and select the Rename List button.
To delete a list, highlight it and select the Delete List button.
The Refresh from Server button is used to clear the cache and reload it with the symbol lists from the server. This operation is automatically performed upon application startup. Select this option to ensure syncing, whenever you have made changes to your symbol lists.
In addition to accessing your Symbol Lists from within our software, you can also find them on your Account Management Page, on our Website. Here, you can also edit, delete or create entirely new symbol lists.
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1: Assign windows individually
You can assign windows to a specific color group individually.
To do so, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2: Assign multiple windows at once
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open SingleStock Windows and Charts.
Missing Symbol Check
The Missing Symbol Check function makes it very easy for you to determine why a specific stock symbol didn't appear on your scan.
It automates all the manual steps you would otherwise have to go through to see why a symbol didn't appear in your strategy along with red/green color coding pointing to exactly why a stock didn't show up.
To access this function, right-click into your Alert Window and select Missing Symbol Check
The Missing Symbol Check Window will open
You can check a specific symbol, by entering it in the Symbol Field.
Enter a time period for your check.
Start is the Date and Time closest to the current time, End is the Date and Time farthest in the past.
Once you entered a specific symbol, for example SPY, as well as a Time, for example 10:57 am for the Start, and 9 am for the End, click OK.
The individual Alert Window of your chosen strategy will now load:
The Alert Window will only point at the specific ticker you entered, for example the SPY, and highlight which of the scan's filter criteria the symbol meets and which ones it doesn't meet.
The filter criteria that aren't met by the entered symbol, are highlighted in red. These are the reason why the stock didn't appear on your scan.
The filter requirements that are fulfilled will be highlighted in green.
If the stock did not trigger one of the alerts selected in your Alert Window, you will see a Heartbeat Alert otherwise you will see the alert together with a time stamp.
Clear
To remove all currently displayed alerts from the Alert Window, use the Clear function. Simply right-click into the Alert Window and select Clear. New Alerts will start populating in real-time as they trigger.
Duplicate
To copy your current Optima Window, use the Duplicate function. Simply right-click into your Alert Window and select Duplicate from the dropdown. You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window. An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock. An exact copy of your free-floating window will now be added to the chosen Dock.
Backtest Strategy
This is a quick overview of our proprietary event-based Backtesting Tool, the OddsMaker. Further tutorials will discuss its features in more detail. The Oddsmaker enables you to evaluate how well your strategies perform over recent history. You can determine the profit factor, the win rate, compare the average winner versus the average loser, and see the projected return of the strategy.
You can define your starting equity, your position size, and even add your broker's commission.
The backtest will show you the equity curve that your strategy produced and your daily profit and loss. In addition to that, you can see how many trades would have taken place each day, what the maximum drawdown was, and how much buying power was needed.
The color-coded calendar shows you the metrics per day, and a double-click reveals the individual trades. You can look at the different filters, see how they impact the results and adjust their values to optimize your scan.
In addition to that, the Oddsmaker enables you to refine and optimize your scans. The optimization tab allows you to drill down into the details of the strategy to see what makes it work. Each tab contains a reporting engine that can break down your strategy by different filters, allowing you to see which subsets of the trades work well and which don't. You can use the information here to add additional filters to your strategy to improve it.
Please note, the OddsMaker follows particular rules for entering into a trade. It starts with the earliest alerts and moves to the latest. Typically, there are 64 days worth of history in the database. The OddsMaker does not look at any data for the current trading day. It does not backtest in the premarket or postmarket session. Once it enters a position for a specific stock symbol, it will not look at that stock again for the rest of the trading day. However, each day starts fresh, and it will enter a new trade for the same stock symbol on the following days.
Our backtesting tool, as well as most other backtesters, is based on the open, high, low, and close data of 1-minute candles, not on tick-by-tick data. Because of this, you are likely to see discrepancies between testing results and actual trading. The back-tester is not designed for high-frequency trading or rapid scalping strategies. If your strategy is based on very fast price action, you might not see an accurate portrayal of real-world results. The OddsMaker will use historical data for the exit price and doesn't factor in the spread. In live trading, there is no guarantee that you will get this exact price.
Because of these differences to live trading, we recommend that you first successfully backtest and optimize a strategy, Then test it in paper trading mode, but under real market conditions, and only after that move to live trading.
To access the Oddsmaker, right-click into the Alert Window, and select, Backtest Strategy from the menu. This will open the Oddsmaker Configuration Menu. To learn more about backtesting, head to the Oddsmaker section.
Properties
Each Alert Window has a Properties Menu that enables you to modify the audible and visual appearance of the window itself as well as the data within it.
The different functions will be disussed item by item below.
Actions - Sound Alert
The Actions feature of our Alert window allows you to select various audio options. This way, you will be notified by a particular sound each time an alert triggers.
A Right-Click in the Alert Window will open the Options Menu. Here, select Properties and then Actions.
Check Play Sound in the new popup window. Then click Set Up Sound.
The next window will display built-in sound options. You can choose an asterisk, a beep, exclamation, a stop, or text to speech.
If you choose the Text-To-Speech Option, a female voice will call out each stock symbol that triggers.
Further below, you can choose a custom sound from your local computer. Please note that custom files need to be in WAV format, the system isn't able to use MP3.
Once you have selected a Sound Option, click Play to test the audio. Use the Balance and Volume sliders to adjust the sound to your liking.
Hit Okay when you are done.
Should you at any point decide, rather not to have sound alerts, you can always go back into the right-click Actions Menu and uncheck the sound option again.
Actions - Show Alert Window
To receive a visual notification when a new alert triggers in one of your scans, enable the Show Alert Window Feature.
Right-click into your Alert Window, select Properties, and then Actions. Here, check the option, Show Alert Window.
Once this option is enabled, the particular Alert Window will pop to the surface if it is hidden behind other windows.
Use this feature with caution, since it could put a strain on the UI resources when used in excess.
The best way to be notified of new alerts triggering and to be able to distinguish between the alerts from different scans is to set up a different Sound Alert for each Alert Window.
The Show Strategy Menu option allows you to add the list of preconfigured strategies that you can find in the Config Window as a dropdown menu to the top left-hand side of the scan window.
The Text Headers option allows you to adjust the way the column headers are displayed. By default, the column headers will show the filter names. To display filter icons instead, right-click select Properties and uncheck the Text Headers option. If you hover over the icons, the filter names will, however, always pop up.
View Mode
By default, the newest alert populates at the top of your Alert Window, but you have the option to sort the output in different ways. To access the Group & Sort Feature, right-click into the window, select Properties, and then View Mode. Alternatively, double-click on any Column Header of your Alert Window.
This will bring up a menu with Group & Sort options. When you double-click on a column header to access this feature, the particular column will automatically be selected as the Sort Item. You can, however, select any of the scan’s filters from the dropdown menu.
The column you choose to sort the scan by will depress.
If a symbol shows up multiple times in your scan, You can choose to limit the output to the very first alert for the symbol, by choosing Keep Oldest, or the very last alert by choosing, Keep Newest. Or, you can just leave it as such by selecting, All Alerts.
When choosing this option, all new alerts that populate will be highlighted in black.
Additionally, you can choose the Sort Direction, either ascending or descending.
To get back to the Alert Windows default behavior, just right-click select View Mode and Newest First. The window will then repopulate with the newest alerts on top.
Don't Repeat
The Don’t Repeat Feature is useful when your Alert Window displays many alerts for the same symbols in fast progression. This function helps to filter these repeated symbols.
Right-click, select Properties, and check Don't Repeat.
Now, you can select a time period, in which a symbol won’t be repeated, or choose not to repeat symbols at all.
Please note that the History Feature ignores this Don’t Repeat function. The History Feature, which you can access via right-click and then History, will, by default, always show all alerts for a symbol.
To filter the historical output in a similar manner, choose your historical Timeframe. Thereafter, double-click on any of the column headers, to bring up the Group and Sort Menu.
Here, select Keep Newest, to only see the last alert for a stock, or Keep Oldest, to only see the very first alert that triggered for a symbol, from the Symbol Options dropdown.
Select Colors
The Select Colors Feature enables you to define colors for the different alert types. Righ-click into the Alert Window, select Properties and then Select Colors. The alert types are grouped into three categories, namely bullish, bearish and neutral. You have the option to choose a background color as well as color for the type of each of these categories.
To change the currently displayed color, click on any of the bullish, bearish or neutral color buttons. The button on the left-hand side defines the text color, the button to the right, the background color.
The select recent settings field displays the previously selected color schemes. This way, you can easily reverse your changes in case you are unhappy with your choice.
Hit OK when you are done.
To assign a color to an individual filter column, right-click the text header of the particular column in your Top List and select Custom Colors for XYZ
This will bring up the Top List Color Chooser Menu.
The field on the top right-hand side shows the chosen filter column.
The left-hand side displays the current color scheme in use.
With each color representing a numeric value, the color gradually changes as the value ascends and descends.
At the center, you'll see 7 pre-configured color palettes, each with 5 numerical placeholders.
The preconfigured color palettes and numerical placeholders are optional, you can add as many numerical values and colors as you like.
Use the text field above the Add/Edit button to enter a new numeric value.
You can set each numeric value to have the same color by choosing the equal symbol or use the less than, equal, and/or greater than symbols to differentiate even further. Once you have made your selection, press the Add/Edit button.
To change the color scheme of an existing numeric value, highlight it. Once selected, an arrow will appear on the right-hand side.
Change the color by selecting the equal, less than, or greater than symbol, then select a color from the popup menu and hit OK. Then press Add/Edit.
To change the current color order, select the Flip Colors button.
To remove a numeric value and associated color scheme, highlight it and select the Delete button.
To remove the entire current scheme and start from scratch, select the Delete All button.
To undo changes and go back to a previous color scheme, select it from the Select recent or suggested settings field at the bottom left-hand side.
Hit OK when you are done.
Small Borders
From the right-click menu, you can select Small Borders. With this option enabled, you can make the window much more narrow than with regular borders, which is beneficial if screen space is limited. You could, for example, resize your window to only show the symbol column.
Speed
The Speed Feature allows you to control the speed of the alerts scrolling inside of the Alert window. By default, it is set to normal. To access the Speed Feature, right-click select Properties and then Speed. Here, you can choose between 6 speed options ranging from slowest.
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Graphical Indicator
Graphical Indicators can be used to display the performance of stocks, in a quick-to grasp visual format. They can be used for all Position in Range Filters. These visually enhanced filter columns can be placed anywhere inside of a window.
When the indicator shows green, and when the green bar moves towards the right, it signals that the stock's current price is moving towards the high of the range.
If the indicator is red, it means, that the stock price is closer to the low of the range.
A lot of grey, on the other hand, signals that the stock is currently trading near the middle of its range.
To see the underlying percentage value, hover your mouse over the Graphical Indicator.
To switch between the graphical indicator and a numerical value, right-click into the specific Position in Range column, you would like to change. Then check or uncheck the option Graphical Indicator. This option is only available for the Position in Range filters, it will be greyed out for any other filter.
Once you have created your own scan or have changed the settings of a preconfigured scan, make sure to save it to the cloud for future use.
1. Right-click into the window and select Save or Share to Cloud
2. Enter a new name into the Name field or keep the automatically added one.
3. Enter a description for your new scan or leave the Description field blank.
4. If you would like to automatically close any other open layout or channel in the future, whenever you load this new scan, select Clear Previous Layout. If you would like to load this scan on top of any already opened layout, leave this checkbox blank.
5. Select Save when you are done or select Save and Share to share the scan with others before saving it to the cloud.
6. There are various sharing options:
Scan the QR code
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm.
7. Select OK when you are done.
Your new scan is now stored in your cloud, from where it can easily be retrieved. Just go to the Toolbar, open the File Tab and choose Load from Cloud. To find a saved scan, you can enter its name in the search field, or scroll through the list. Just highlight your scan, then choose Load.
Collaborate
QR Codes
The Collaborate Feature enables you to export your strategies to your phone. Just right-click into your Alert, Top List, or Multi-Strategy Window and select Collaborate. You can scan the displayed code with any QR reader app available on your phone. Thereafter, you can share it with others. If you choose to open the scanned URL on your phone, it will bring you to our website, where you can see the scan settings and real-time data output when logged in. If you follow the recommended link to our HTML5 page, you will be redirected to our latest Web Version. Once logged in, the particular scan will load immediately.
The Collaborate Feature also enables you to share your Alert, Top List, and Multi-Strategy on Twitter. Right-click into your Alert, Top List, or Multi-Strategy Window and select Collaborate. Here, enter a text message if you like. Thereafter, click the Twitter icon. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm. You will only need to do this once. Thereafter your Tweets will be sent immediately.
Copy & Paste
The Collaborate Feature enables you to share your scans via copy and paste. Simply right-click into your Alert, Top List, or Multi-Strategy Window and select Collaborate. Then, choose Copy All, to save the collaboration link to your clipboard and paste it into an email or messaging app.
Create a New Alert or Top List Window
The Collaborate Feature enables you to create an entirely new scan by loading a collaboration link into an existing Alert or Top List Window.
This is useful when you have received a collaboration link from a colleague or would like to use one of the collaboration links of a scan on our website. Simply right-click into your Alert or Top List Window and select Collaborate. Delete the existing URL in the field at the top, then paste your collaboration link into it. Thereafter, hit OK. This will erase the old setting and your Alert or Top List Window will now contain the new strategy. Make sure to save it to your cloud for future use. Just right-click and select Save or Share to Cloud.
Create a Multi-Strategy Window
The Collaborate Feature enables you to create Multi-Strategy Windows. A Multi-Strategy Window allows you to combine multiple independent Alert Windows into a single space-saving container window, each with its own unique alert and filter configurations.
To create a new Multi-Strategy Window, go to the Toolbar, open the New Tab, and select Multi-Strategy Window from the dropdown. This will open a blank window, into which you can now insert your individual Alert Windows.
To add new strategies to a Multi-Strategy Window, right-click into the Alert Window, you would like to add, and select Collaborate. Choose Copy All in the popup window. Next, right-click into the Multi-Strategy Window, select Strategies, New Strategy, and then Collaborate. Now, select Paste All. Your Alert Window will now be part of the Multi-Strategy Window. You can repeat this process to add further strategies.
Turn a Top List Window into an Alert Window
The Collaborate Feature enables you to turn a Top List Window into an Alert Window. This feature is particularly useful when you would like to backtest a strategy that includes the filters of a specific Top List Window. This way, you don’t need to add the filters one by one to an Alert Window, but can transfer the entire Top List to an Alert Window.
To turn a Top List into an Alert Window, right-click into the Top List Window and select Collaborate. Then choose Copy All. Thereafter, go to the Toolbar, open the New Tab, and select Alert Window. In the Alert Config Window, go to the top left-hand corner and double-click Start from Scratch, then hit OK. Ignore the error popup and select No. Thereafter, a new Alert Window with the Heartbeat as a placeholder will open up. Next, right-click into the Alert Window, select Collaborate and then Paste All. Thereafter, the Alert Window will contain all the filters of the Top List Window. Just right-click, select Configure and open the Summary Tab to see the new settings. Since the heartbeat is a default placeholder that just pings the server every couple of minutes to look for symbols satisfying the filters without the need for a specific event, you should go ahead and select an Alert, for example, a New High, for your new scan. To do so, right-click into the scan, select Configure, open the Search Tab and choose any Alert you would like.
Add Strategies to a Compare Count Window
The Collaborate Feature enables you to add two strategies to a Compare Count window. Typically, the Compare Count Window is used to visually compare a bullish against a bearish strategy. By default, it compares New Highs versus New Lows. It is a great visualization tool that can provide an indication of what the markets are up to. If you wish to compare one of your bullish and bearish strategies to one another, right-click into the Alert Window, you would like to add and select Collaborate. Choose Copy All in the popup window. Next, go to the Toolbar, open the New Tab, and select Compare Count Window. Now, select Collaborate in the Green Data field on the left-hand side to add a bullish strategy or in the Red Data field on the right-hand side to add a bearish strategy. Choose Paste All in the popup menu, then hit OK.
To add the second strategy, right-click into the Alert Window, that you would like to add and select Collaborate. Then select Copy All.
Now, right-click into the Compare Count Window and select Configure. Choose Collaborate in the Compare Count Config Window, then select, Paste All.
Your bullish and bearish Alert Windows will now be part of the Compare Count Window.
Save as
Apart from saving your windows to the cloud, you can also save them to your local PC in order to create a backup. This is especially useful if you have spent a lot of time and effort customizing your scans and layouts. Just right-click into your window and select Save As from the dropdown. This will bring up the standard Save file dialog. Enter a name for the file and choose a folder to save it to. By default, it will be saved in your local TradeIdeasPro folder. Lastly, press the Save button.
To load these .WTI files, open the File Tab of the Toolbar, and select Load Window.
Save Contents
To save all the displayed data of an Alert, Top List, or Multi-Strategy Window, as a CSV file on your PC, right-click and select Save Contents.
The standard Save file dialog will be displayed. Enter a name for the file, choose the file type and file folder, then press the Save button.
To manually transfer column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press Control and C. Finally, press the Control and V key to paste the selected rows into your spreadsheet.
To highlight entire rows with one mouse-click, Go to the Toolbar, select Options, General, and then, Highlight grid row upon selection.
To be able to highlight single columns, leave this option unchecked.
Save as Default
You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Email and SMS Alerts
You can receive the alerts from your Alert Window as an email or SMS text notification.
This service is, however, not intended as a replacement for our main product and is currently in beta.
The Email or SMS will contain at most 10 stock symbols, and you will typically not get more than 3 messages per hour. It works well for strategies with a very limited number of alerts.
To set up Email or SMS notifications head to the Email/Text Messaging section of your Account Management page.
Configuration
Email Address
First, enter the email address you would like to receive notifications to in the email address field, then press Update:
To receive an SMS to your cell phone, an Email to SMS gateway is required. Contact your cell phone provider for more information.
Add Strategies
You can configure up to 9 strategies. To add a new strategy, select Create New:
Message Title and Message Body:
Next, enter the Title and Body your email notifications will carry. In an SMS message Title and Body will be combined.
Each field can contain a combination of normal text and special codes from the list below.
So as an example, to receive an email notification like this:
You would enter the following text and code:
~w
This code will insert the Alert Window's name.
~s
This code will insert the stock symbol which set off the alert. In some cases this might be a list of up to 10 stock symbols.
~c
This code will insert a hyperlink containing more information about the alerts. The notification itself only entails a limited amount of data. This hyperlink will allow you to see all alerts, including some which you might have missed, since the email or text notification will contain at most 10 stock symbols, and you will typically not get more than 3 messages per hour. On the linked page, the information about the alerts will be at the top of the page. The remainder of the page will contain the standard Email / SMS configuration options.
~m
This code is similar to ~c, but the web page is optimized for a web browser on a mobile phone.
~~
This code will be replaced by a single tilde. For example, if you set the body of your message to "~w" you will see the window name in your email message. But if you set the body to "~~w", then you will see exactly "~w" in your email message.
Collaborate Link
Finally, you will need to import you Alert Window with a Collaborate Link.
To do so, right-click into your scan, and select Collaborate. Choose Copy All, then paste this code into the Collaborate Link field.
Enable Strategy
To enable/disable Email/SMS notifications for your strategy, move the slider next to your strategy from left to right or vice versa.
When disabled, the slider button will be green, when disabled the slider button will be white.
Each strategy is only allowed to send one email or SMS every 20 minutes. This will protect you in case you accidentally use a strategy which produces a lot of alerts.
Settings
The name and setting of your Alert Window will automatically be displayed under Settings.
The settings column allows you to see a graphical summary of your strategy.
Move your cursor over an icon and hover to see the minimum/maximum settings of the corresponding alert or filter.
Click on an icon to be directed to our comprehensive Alerts & Filters Page.
Alert Logging
When Alert Logging is enabled, the incoming alerts will automatically be added to a CSV file which is stored in the TradeIdeasPro folder on your PC:
Alert Logging needs to be enabled in two places:
In the The Toolbar:
And in the individual Alert/Top List Window:
Top List Window
A Top List Window displays a list of symbols that are meeting specified criteria.
Each Top List Window is marked with a “T” on the top left-hand corner.
Instead of showing a real-time stream of event-based alerts as displayed in an Alert Window, the Top List Window updates its list of filtered symbols every 30 seconds. It is akin to an automatically refreshing and updating spreadsheet and can be sorted in many different ways.
By default, each Top List window delivers the top 100 symbols based on your custom configuration. This record count can be extended to show a maximum of 1000 symbols at once.
There can be any number of Top List Windows, but bear in mind that each Top List Window requires system resources and bandwidth due to the update frequency.
Difference between Top List and Alert Windows:
An important thing to note is that there is a distint difference between Top List and Alert Windows.
Alert Windows update in real-time and display the latest event at the top together with a time stamp. They contain alerts and filters.
Top List Windows, on the other hand, refresh every 30 seconds they do not check or need a specific event and only contain filters. Top Lists are more comparable to a spreadsheet, they simply display up-to-date data.
A Top List will show the top results based on your Server Sort Filter not based on time. It will rank the stocks according to the Sort Filter and only display the stocks with the highest/lowest value in terms of the Sort Filter.
Individual Alerts don’t interact with each other, they work in an OR fashion, meaning each alert triggers when its specific event happens and is fully independent of the other alerts. Filters, on the other hand, work in an AND fashion.
Filters icons always have teal and purple backgrounds, whereas Alert icons display an image and mostly have white backgrounds.
Trade XYZ
You can trade stocks right from your scans and charts via our One-Click Order Feature. Simply right-click into the scan or chart and select Trade to bring up a dropdown menu with preconfigured order templates.
How to create a custom Order Entry Template:
Real-Time Stock Race
The Real-Time Stock Race is a unique way of data visualization that distills the stock market action down to its essence and combats the information overload many traders face.
It enables you to see important metrics generally displayed in our spreadsheet-like Top List Windows in a straightforward and engaging way. Your top-ranking stocks will race against each other, helping you to see winners, the losers, and the ones in the middle field at a glance! You can use any Top List Window of your choice.
To access the Real-Time Stock Race Setup, right-click into your Top List Window and select Launch Real-Time Stock Race.
For step-by-step instructions head to the following Stock Race sections:
Show Treemap
In addition to the default grid view, and the Race View, Top List Windows can also return their data in a Tree Map.
To display a Top List as a Tree Map, also referred to as Heat Map, right-click into the Top List Window and select Show Treemap
The Heat Map will rank the stocks based on the Sort Filter selected in the underlying Top List, for example Gap in % sorted by biggest on top.
For more details about the Sort Tab, which is located in the Config Window of your Top List Window, head here.
Config Window
The Configuration Window enables you to adjust the settings and control the data that populates inside your scanner.
To open the Config Window, right-click into the scanner window.
The main configuration window contains several tabs. These allow you to control the different parameters of the scanner.
Strategies Tab: Choose pre-configured strategies or create your own from scratch.
Search Tab: Find and add the over 200 available filters.
Window Specific Filters Tab: Specify which filters you would like to use along with your alerts and define their values.
Exchanges Tab: Select the stock exchanges your scanner will monitor.
Symbol List Tab: Create specific lists of stocks to watch or ignore.
Columns Tab: Select which columns will be displayed in the scanner window.
Sort Tab: Select the filter your Top List results will be ranked by.
Summary Tab: Overview of your chosen settings.
For more in-depth information about each tab, continue below.
Strategies Tab
The Strategies Tab inside the Top List Config Window provides access to many pre-configured strategies as well as your own recent strategies. Right-click into the Top List Window, select Configure, then open the Strategies Tab.
The field on the left-hand side will list all the preconfigured strategies relating to Gainers, Losers, Ranges, Volume, Gaps, Movers, and others. Click on the Plus Sign to open a strategies folder.
Once you have selected a strategy, the right-hand panel will show a brief description as well as the filters in use. A Top List Window only contains filters, whereas an Alert Window can be a combination of alerts and filters.
To load the chosen strategy, click on the Load Settings button below or double-click on the strategy title in the field on the left-hand side.
A click on any Filter icon will open up the Window Specific Filters Tab, where you can modify each filter by changing its minimum and maximum values.
A right-click on any of the icons, will open a popup menu. The Help option will bring you to our main Alerts & Filter Page, which provides detailed information about each filter as well as its settings.
The Modify option will lead you to the Window Specific Filters Tab, where you can adjust the settings.
The Show as Column option will lead you to the Columns Tab, where you can choose which data columns you would like to visually display in your Top List Window.
The Show Me option is a great tool when you are uncertain about the exact filter settings, or would like to see the effects filter changes will have on the number of stocks available to scan.
The Sort By option will lead you to the Sort Tab, where you can define the so-called Server Sort. The displayed data will be ranked according to the filter chosen in the Sort Tab.
The Flip option at the bottom right-hand side enables you to switch the Top List settings from bullish to bearish and vice versa. When selected, it will open the Summary Tab, which gives you a breakdown of the flipped strategy and allows you to change its name.
Select Start from Scratch to create an entirely new Top List Window. Activate this option by double-clicking or pressing the Load Settings Button below. Thereafter, you can choose any of the available filters in the Search Tab to create your own scan. You can define the filter values in the Windows Specific Filters Tab, choose the exchanges to be scanned in the Exchanges Tab, include or exclude specific stocks in the Symbol Lists Tab, choose which columns to visually display in your scan from the Columns Tab and which filter to sort by in the Sort Tab.
The Strategies Tab also lets you load your My Liked Symbols Top List. This Symbol List contains all the stocks that show a red heart icon on the chart. Simply double-click its title or highlight it, then press Load Settings. In the Symbol Lists Tab you can see that your Top List now points exclusively at your My Liked Symbol List.
The Strategies Tab also gives you access to your most recently used Top Lists. You will find them in the Recent Settings Folder.
Once you have selected and/or configured your strategy, hit the OK button. Now, the data populated will reflect the strategy that you have just configured and loaded.
Another way to access and select the strategies listed in the Strategies Tab of the Top List Config Window is to add them directly to your Top List Window. To do so, right-click into your Top List, select Properties, and then Show Strategy Menu. All the available strategies will now be listed in a dropdown right inside your Top List Window. The currently chosen strategy will be displayed at the top.
Search Tab
The Search Tab, enables you to find all of the available filters, you can use to customize your scans. Right-click into the window, select Configure and open the Search Tab.
Scroll through the entire list, or enter a keyword into the Search Field. You can also narrow down the options, by making a selection from the category dropdown. Once you have found the filters that you would like to use, highlight them with a mouse click.
A right-click on a highlighted alert or filter will bring up a popup menu with various options. The same options are accessible by pressing the buttons below the list.
A click on, Add Filter will open up the Windows Specific Filters Tab where you can modify each filter.
The Clear All option will unselect all highlighted filters.
You can choose to visually display a filter as a column in your window. Highlight the filter, then select the Show Column option at the bottom of the list. This will bring you to the Columns Tab, where the chosen filter has automatically been added to the field on the left-hand side. This field displays the already chosen columns. The right-hand side, on the other hand, contains all the available filters that can be selected for display in your scan.
In addition to that, you can define by which column the data output in your window will be sorted. Highlight the filter, you would like your scan to be sorted by, then click the Sort By button. This will bring you to the Sort Tab. The chosen filter has already been selected as the Sort Option. You can determine if you would like to Sort By Biggest on Top or Smallest on Top.
To find out more about a specific filter and its settings, highlight it, then press the Help button. This will bring you to the Alert & Filter Definition page on our website. It provides valuable insight and will assist you in determining the correct alert or filter usage and settings.
The Show Me option is a great tool when you are uncertain about the exact filter settings or would like to see the effects filter changes will have on the number of stocks available to scan. A further tutorial will discuss this feature in more detail.
Click OK when you are done, or jump to one of the other tabs to adjust your scan further.
Window Specific Filters Tab
The Window Specific Filters Tab enables you to select many different filters for your Top List Window. Unlike alerts, which work in an OR fashion, filters work in an AND fashion. A stock must satisfy all of the filter conditions to show up in your Top List Window.
Right-click into the Top List Window, select Configure, and open the Window Specific Filters Tab. You can define a minimum and a maximum value for each filter. The minimum filter icons are teal-colored, and the maximum filter icons are purple-colored. The magnifying glass icon between them hosts the Show Me Feature. A click on it will open a window, where you can test different filter values.
The In Words Tab, will have a written description of what the filter will display. Depending on the filter, you will also see the effects of different filter values, as a Histogram, on a Chart, in an Up vs Down comparison, on a Calendar, and will be provided with suggestions in an Example Tab.
Just use the sliders in each tab, to adjust your minimum and maximum values, and see how many stocks fit the chosen criteria.
To only see the filters that are part of your strategy, press the Hide Unused button.
Choose Add Defaults to see the list of filters that are generally used.
You can add more filters, by pressing the More Button and then using the Search function.
Highlight a filter, you would like to add, then press the Add Filter Button, at the bottom. The chosen filter will automatically be added to the Windows Specific Filters Tab, where you can enter minimum and maximum values, or leave them blank. A stock must satisfy all of the filter conditions to show up in your Top List Window. To create a watchlist or to see a filter value of a stock without limiting the scope of your scan, leave its value fields blank, and choose Show Column, to add them to the Columns Tab.
Click OK when you are done, or jump to one of the other tabs to adjust your scan further.
Exchanges Tab
The Exchanges Tab enables you to select the stock exchanges that your Top List Window will scan. Simply right-click into the Top List Window, select Configure, and open the Exchanges Tab. Here, you will find a list of all the markets we cover. By default, the main American exchanges NYSE, AMEX, and NASDAQ are selected, but you can also scan OTC, Pink Sheets, BATS, The Small Exchange, and even Canadian exchanges. Please note, due to the license agreement, the price and volume data for Canadian stocks will not be shown, and there won’t be Canadian chart data. Simply select the exchanges that you would like to monitor from the list by checking the boxes. Then hit OK.
If one or more of these options are grayed out, it may be necessary to complete the exchange agreement for the respective exchanges. In this case, log into your Account Management Page on our website. After login, your entitlement status will be visible. Click the appropriate link and complete the online agreement to gain access to the data.
Symbol Lists Tab
You can include or exclude stock symbols from your scan. To do so, right-click on your scan and select Configure. Next, open the Symbol Lists Tab.
Your already existing Symbol Lists will show up in the drop-down menu of the Add Existing List Tab, located on the right-hand side.
Any already activated list will be displayed in a different color.
Simply click on a Symbol list from the dropdown, to add it to the section on the left-hand side.
The Add Existing List Tab does not only contain your own Symbol Lists but also offers a large variety of preconfigured Symbol lists to choose from. Of particular interest to many traders are symbol lists that include or exclude recent IPOs, ETFs, Warrants, or entire sectors.
Once you have selected all the symbol lists, you would like to include or exclude, make your selection from the dropdown on the left-hand side.
By default, your scan is set to monitor All Symbols.
From the dropdown, you can select to show Only the following lists and check the Symbol Lists you would like to point your scan at below.
Alternatively, you can choose to Exclude the following lists and check the Symbol Lists you would like to exclude from your scan below.
You can also choose to only monitor a Single Symbol with your scan. To do so, select Single Symbol from the dropdown and enter the ticker in the field below.
To remove a Symbol list from the selection field, right-click on it and select Remove from this List.
Once you have made your selection, hit OK.
Then select OK one more time to save your changes and close the Config Window of your scan.
Create a new Symbol List
The Symbol List Tab in the Config Window of your scan also gives you the option to Create a New List.
To create a new Symbol List, select Create New List on the bottom right-left side.
Give your new list a name, then click OK.
Now, the Edit Symbol List window will open.
There is no limit to the number of symbols you can add to a symbol list. The program will automatically convert all added symbols to the upper case, remove duplicates and sort the list alphabetically.
Typing
You can enter stocks manually by typing.
Copy & Paste from document
You can copy & paste symbols from any document. The symbols should be added one line per symbol, in upper or lower case.
Copy & Paste from Scan
You can also copy & paste selected symbols or entire symbol columns from your scans. To do this, first go to the Toolbar, select Tools, Options, and then General. Here, uncheck Highlight grid row upon selection.
By default, the entire row is highlighted when you select a column in the scan. Unchecking this option will enable you to highlight individual columns.
Now, go to your scan and highlight the symbols you would like to add to your Symbol List.
Thereafter, copy the data by using the Windows copy command, pressing the Control and C keys on your keyboard.
Now, go back to your newly created Symbol List and paste the symbols into it using the Windows paste command, pressing the Control and V keys on your keyboard.
Upload from File
In addition to manually adding stock symbols, you also have the option to upload a text file from your local PC by choosing Load from File. Please note, that this will overwrite any already added symbols.
If you would like to upload additional symbols to an already existing Symbol List, choose the option Insert From File instead.
Download Symbol List to PC
To save a copy of your Symbol list to your local PC, select the Save to File option.
Once you have added your symbols, hit OK.
Your newly created Symbol List will now appear in the Add Existing List of the Symbol List Tab within the Config Window of your scan, where you can choose to include or exclude its symbols.
Add more symbols via Send to XYZ feature
To add more symbols to any of your existing Symbol Lists, on the fly, from any of your scans or charts, just right-click, then choose the stock ticker you would like to add, select Send to, and then Symbol Lists from the dropdown.
Thereafter, choose a specific Symbol List to add the stock to from the following dropdown menu.
If you have recently sent a symbol to any of the lists, it will be bold. To remove this visual highlight, select Clear Recent List and click Yes.
To start an entirely new Symbol list or edit your Symbol lists, select the option, Manage Symbol Lists. This will bring you to the main Symbol List Configuration Menu, where you can create, edit, copy, rename, and delete your symbol lists. You can also access the main Symbol List Configuration Menu from the Toolbar. Just go to the Tools Tab and select Symbol Lists.
In addition to accessing your Symbol Lists from within our software, you can also find them on your Account Management Page, on our Website. Here, you can also edit, delete or create entirely new symbol lists.
Columns Tab
The columns displayed in your window can be reorganized via left-click drag and drop. The individual columns can also be extended or compressed by using your mouse. To add more viewable columns to your Window, right-click, select Configure and open the Columns Tab.
The Columns Tab enables you to define, which of the filter columns you would like to visually display in your Top List Window. Please note, the Windows Specific Filters Tab defines which filters you apply to your scan, whereas the Columns Tab simply defines which of these filters will be displayed as columns in your window.
The field on the left-hand side lists the already displayed columns. The right-hand side contains all the available filters that can be selected for display in your scan.
Select additional columns from the field on the right-hand side by highlighting them with a mouse click. Then, click the arrow pointing to the left to move them to the Selected Columns field.
To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.
To only see the filters that are part of your strategy, press the Hide Unused button. Choose Add Defaults to see the list of filters that are generally used. You can add more filters by pressing the More Button and then using the Search function. Highlight a filter you would like to add, then press the Show Column button at the bottom. The chosen filter will automatically be added to the Selected Columns list.
Click OK when you are done, or jump to one of the other tabs to adjust your scan further.
Symbol Plus Column
The Symbol Plus Feature enables our users to condense some of the stock's key data into one single column.
It is available in Alert, Top List and Multi-Strategy Windows, as well as in the Premium AI Strategy Trades Window.
To enable Symbol Plus, right-click into the header of the symbol column of your scan.
A dropdown with the following options will appear:
The option Normal will display the following info in the symbol column:
The company's symbol
The stock's current price
The Change from the Close in $
The Change from the Close in %
The company's logo
The option Logo Only will display the following way:
The option No Logo will display the following info in the symbol column:
The company's symbol
The stock's current price
The Change from the Close in $
The Change from the Close in %
The option Symbol/Logo will display the following info in the symbol column:
The option Off will show the traditional symbol column.
Sort Tab
The Sort Tab of the Top List Config Window, dictates the so-called Server Sort.
Right-click into the window, select Configure and open the Sort Tab.
Choose a filter, then select the Sort direction, either Biggest on Top or Smallest on Top.
To only see the filters that are part of your strategy, press the Hide Unused button. Choose Add Defaults to see the list of filters that are generally used. You can add more filters by pressing the More Button and then using the Search function. Highlight a filter you would like to add, then press the Sort By button at the bottom. The chosen filter will automatically be added to the Sort Tab. Highlight it, to use it as the Server Sort Filter.
Click OK when you are done.
Your Top List will now automatically show the top results based on your Server Sort Filter. By default, a Top List will return the 100 top results. You can increase the Record Count to show up to 1000 results at once. To do so, right-click into the Top List Window, select Time Frame and then Set Record Count.
The Server Sort Filter can also be chosen or changed directly in the Top List Window. Simply right-click on the filter header you would like to sort by and select Server Sort on filter XYZ. This will open the Sort Tab of the Top List Config Window where you can confirm your choice and set the Sort Direction.
Once you have defined your Server Sort Filter, you have the option to use an additional Sort Filter to order the top results that the server found. To do so, right-click on the filter header you would like to add as the secondary Sort Filter and select Sort by filter XYZ Ascending or Sort by filter XYZ Descending. The Server Sort Filter has already been applied, so the secondary filter will only re-order those results. To switch back to Server Sort, right-click on any column header and select Use Server Sort.
Another option, to apply the secondary filter, is to simply double-click on the filter header, which you would like to sort your top results by. The column, the Top List is sorted according to, will depress.
Summary Tab
The Summary Tab gives you an overview of your configured strategy, and the opportunity to change its name. To access it, right-click into the Top List Window, select Configure, and then open the Summary Tab. Enter or change the name of your strategy in the Window Name field. Below, you will find a summary of your current strategy. All the filters in use are displayed, together with a short description. To edit any of them, either right-click, to bring up a popup menu with options, or click on them, to go directly to the Windows Specific Filters Tab. Once you've reviewed your settings, hit OK to open and run the newly configured Top List Window.
Time Frame
The Time Frame function enables you to define when your Top List Window will be active. You can choose between Live During Market Hours, which means from 9.30 am to 4.30 pm Eastern Time, or Live Always, which then includes Pre- and Post-Market.
In addition to that, you can go back in time around 60 days by selecting Use Historical Date and then choosing a Date and Time. Press the OK button and you will see the Window will fill with historical data. The caption of the Top List Window will be updated to show the historical date and time period on display. The Top List Window will show a 5-minute time frame.
By default, a Top List will return the 100 top results. You can increase the Record Count to show up to 1000 results at once. To do so, right-click into the Top List Window, select Time Frame, and then Set Record Count.
Send XYZ to…
The Send To Feature enables you to look up more info for a stock or share it with others. This feature is available in most Optima Windows, namely Charts, Top Lists, Alert, and Multi-Strategy Windows as well as Price Alerts and AI Strategy Trades Windows.
Simply highlight a symbol, then right-click and select, Send XYZ to... where XYZ stands for the chosen stock symbol.
You can choose to send the chosen symbol to a new Chart Window, or a new Single Stock Window.
In addition to that our Send To Feature lets you share the stock with your followers on Twitter. Enter your message, and if you would like to share the Alert as well as the Strategy, check the box, Include Strategy Config in Message. Thereafter click, Tweet Now.
If you haven’t connected to Twitter yet, the Twitter Authorization Window will open. Enter your Twitter username and password, then click Authorize app. After logging in, copy the received PIN into the box on the bottom left-hand side. Then click, Confirm.
You can also send a symbol to an already externally linked target platform.
If you have not established External Linking yet, the External Linking Window will open and enable you to Add a Link.
With external linking enabled, any symbol you click on within Trade Ideas will automatically load in an external platform like your charting or brokerage app. This is a good way to connect to a lot of different applications.
A further tutorial will discuss External Linking in more detail.
Another option is to send the stock symbol to the Web. By selecting send to Web, you can find info about the particular stock on Yahoo, Finviz, StockCharts, BigCharts, as well as other web-based platforms, and conduct further research.
If you check the option, Use Symbol Linking, and leave the particular web-based platform open, it will automatically load every symbol you select in your scan on the web-based platform as well. This way, you will get an instant internet look-up for every symbol that you’re interested in.
In addition to the sites in the selection menu, you can select Custom to add a different web-based platform. If this platform requires a login, log into the web-based platform first. Then, have a look at the URL when you are logged in to your web destination. Copy this URL, and split it where the symbol is mentioned. Enter the part of the URL before the symbol, into the first section, and the part after the symbol in the next section.
Lastly, you can send the stock symbol to one of your existing Symbol Lists. Or even create a New List to add the symbol to.
Send XYZ to Symbol List
The Send To Feature allows you to add stock symbols to a so-called Symbol List or Watchlist. A Symbol List is useful if you would like to include or exclude certain stocks from your scans.
To add more symbols to any of your existing Symbol Lists, on the fly, from any of your scans or charts, just right-click, then choose the stock ticker you would like to add, select Send to, and then Symbol Lists from the dropdown.
Thereafter, choose a specific Symbol List to add the stock to from the following dropdown menu.
If you have recently sent a symbol to any of the lists, it will be bold. To remove this visual highlight, select Clear Recent List and click Yes.
To start an entirely new Symbol list or edit your Symbol lists, select the option, Manage Symbol Lists. This will bring you to the main Symbol List Configuration Menu, where you can create, edit, copy, rename, and delete your symbol lists. You can also access the main Symbol List Configuration Menu from the Toolbar. Just go to the Tools Tab and select Symbol Lists.
Head to the Symbol Lists section to learn all about how to create and edit Symbol Lists.
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1
You can assign windows to a specific color group individually.
To do so, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open Single Stock Windows and Charts.
Freeze
Top List Windows have a 30-second refresh cycle, so they update much slower than our real-time Alert Windows. Alerts always come in at the top, which makes them easy to see, whereas changes in a Top List Window can happen in any column. To ease analysis, Top List Windows have a Freeze Function. To enable it, right-click into the window, and check Freeze. Once Freeze is enabled, the filter column headers turn blue. When frozen, the Top List Window does not refresh, so the data does not change. As soon as you unfreeze it, it will update and present the latest data immediately.
Duplicate
To copy your current Optima Window, use the Duplicate function. Simply right-click into your Top List Window and select Duplicate from the dropdown. You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window. An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock. An exact copy of your free-floating window will now be added to the chosen Dock.
Properties
Each Top List Window has a Properties Menu that enables you to modify the visual appearance of the window itself as well as the data within it.
The Show Strategy Menu option allows you to add the list of preconfigured strategies that you can find in the Config Window as a dropdown menu to the top left-hand side of the scan window.
Show Cylinder Score
The Cylinder Score Feature is measuring and graphically displaying the number of symbols that are above and below a certain threshold. If you hover over the Cylinder at the bottom of your Top List Window, a popup will display the filter, the stocks are scored on, the defined filter threshold, the number of stocks below and above this defined threshold, as well as the total number of stocks measured.
To enable the Cylinder Score, right-click into your Top List Window, select Properties, and then Show Cylinder Score. The Cylinder Score will now be added to the bottom of your Top List Window.
To configure it, right-click into the cylinder and select the Score Filter of your choice.
The default Threshold is set to 0. To adjust it, right-click again and select Set Custom Threshold. As an example, you could choose Price as the Score Filter and set the Threshold to $25 to see, how many stocks in your Top List are priced above and how many are priced below $25.
The Text Headers option allows you to adjust the way the column headers are displayed. By default, the column headers will show the filter names. To display filter icons instead, right-click select Properties and uncheck the Text Headers option. If you hover over the icons, the filter names will, however, always pop up.
Select Colors
Top List Windows have more color capabilities than Alert Windows. Here, you have two options, you can either color entire grid rows based on one filter or color each filter column separately.
Option 1: Color the entire grid row
To color the entire grid row, right-click into the Top List, select Properties, and then Select Colors. This will bring up the Top List Color Chooser Menu.
The left-hand side displays the current color scheme in use. With each color representing a numeric value, the color gradually changes as the value ascends and descends.
At the center, you'll see 7 pre-configured color palettes, each with 5 numerical placeholders. The placeholders could represent different percentage intervals in case of a Change from Close filter, or Dollar amounts, or Share numbers. It is entirely up to you to define the values and color code them.
Selecting one of the color palettes will change the color scheme of your Top List.
The preconfigured color palettes and numerical placeholders are optional, you can add as many numerical values and colors as you like.
Top right, a dropdown menu shows all available filter columns.
Use the search box below the drop-down list to find a particular filter.
The Top List Window will turn white if you highlight a filter, not in the Top List.
Highlight the filter column you would like to define a color scheme for.
Use the text field above the Add/Edit button to enter a new numeric value.
You can set each numeric value to have the same color by choosing the equal symbol or use the less than, equal, and/or greater than symbols to differentiate even further. Once you have made your selection, press the Add/Edit button.
To change the color scheme of an existing numeric value, highlight it. Once selected, an arrow will appear on the right-hand side.
Change the color by selecting the equal, less than, or greater than symbol, then select a color from the popup menu and hit OK. Then press Add/Edit.
To change the current color order, select the Flip Colors button.
To remove a numeric value and associated color scheme, highlight it and select the Delete button.
To remove the entire current scheme and start from scratch, select the Delete All button.
To undo changes and go back to a previous color scheme, select it from the Select recent or suggested settings field at the bottom left-hand side.
Hit OK when you are done.
Option 2: Color individual filter column
To assign a color to an individual filter column, right-click the text header of the particular column in your Top List and select Custom Colors for XYZ. This will bring up the Top List Color Chooser Menu.
The field on the top right-hand side shows the chosen filter column.
The left-hand side displays the current or last color scheme in use.
With each color representing a numeric value, the color gradually changes as the value ascends and descends.
At the center, you'll see 7 pre-configured color palettes, each with 5 numerical placeholders. The placeholders could represent different percentage intervals in case of a Change from Close filter, or Dollar amounts, or Share numbers. It is entirely up to you to define the values and color code them.
The preconfigured color palettes and numerical placeholders are optional, you can add as many numerical values and colors as you like.
Use the text field above the Add/Edit button to enter a new numeric value.
You can set each numeric value to have the same color by choosing the equal symbol or use the less than, equal, and/or greater than symbols to differentiate even further. Once you have made your selection, press the Add/Edit button.
To change the color scheme of an existing numeric value, highlight it. Once selected, an arrow will appear on the right-hand side.
Change the color by selecting the equal, less than, or greater than symbol, then select a color from the popup menu and hit OK. Then press Add/Edit.
To change the current color order, select the Flip Colors button.
To remove a numeric value and associated color scheme, highlight it and select the Delete button.
To remove the entire current scheme and start from scratch, select the Delete All button.
To undo changes and go back to a previous color scheme, select it from the Select recent or suggested settings field at the bottom left-hand side.
Hit OK when you are done.
Small Borders
From the right-click menu, you can select Small Borders. This makes the border surrounding the window smaller than the default window view. With this option enabled, you can make the window much more narrow than with regular borders. If you have limited screen space, this can help to make the use of it more efficient. You could, for example, resize your window to only show the symbol column.
Graphical Indicator
Graphical Indicators can be used to display the performance of stocks, in a quick-to grasp visual format. They can be used for all Position in Range Filters. These visually enhanced filter columns can be placed anywhere inside of a window.
When the indicator shows green, and when the green bar moves towards the right, it signals that the stock's current price is moving towards the high of the range.
If the indicator is red, it means, that the stock price is closer to the low of the range.
A lot of grey, on the other hand, signals that the stock is currently trading near the middle of its range.
To see the underlying percentage value, hover your mouse over the Graphical Indicator.
To switch between the graphical indicator and a numerical value, right-click into the specific Position in Range column, that you would like to change, select Properties, and Then check or uncheck the option, Graphical Indicator. This option is only available for the Position in Range filters, it will be greyed out for any other filter.
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Once you have created your own scan or have changed the settings of a preconfigured scan, make sure to save it to the cloud for future use.
1. Right-click into the window and select Save or Share to Cloud
2. Enter a new name into the Name field or keep the automatically added one.
3. Enter a description for your new scan or leave the Description field blank.
4. If you would like to automatically close any other open layout or channel in the future, whenever you load this new scan, select Clear Previous Layout.
If you would like to load this scan on top of any already opened layout, leave this checkbox blank.
5. Select Save when you are done or select Save and Share to share the scan with others before saving it to the cloud.
6. There are various sharing options:
Scan the QR code
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm.
7. Select OK when you are done.
Your new scan is now stored in your cloud, from where it can easily be retrieved. Just go to the Toolbar, open the File Tab and choose Load from Cloud. To find a saved scan, you can enter its name in the search field, or scroll through the list. Just highlight your scan, then choose Load.
Collaborate
QR Codes
The Collaborate Feature enables you to export your strategies to your phone. Just right-click into your Alert, Top List, or Multi-Strategy Window and select Collaborate.
You can scan the displayed code with any QR reader app available on your phone. Thereafter, you can share it with others. If you choose to open the scanned URL on your phone, it will bring you to our website, where you can see the scan settings and real-time data output when logged in. If you follow the recommended link to our HTML5 page, you will be redirected to our latest Web Version. Once logged in, the particular scan will load immediately.
The Collaborate Feature also enables you to share your Alert, Top List, and Multi-Strategy on Twitter. Right-click into your Alert, Top List, or Multi-Strategy Window and select Collaborate. Here, enter a text message if you like. Thereafter, click the Twitter icon. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm. You will only need to do this once. Thereafter your Tweets will be sent immediately.
Copy & Paste
The Collaborate Feature enables you to share your scans via copy and paste. Simply right-click into your Alert, Top List, or Multi-Strategy Window and select Collaborate. Then, choose Copy All, to save the collaboration link to your clipboard and paste it into an email or messaging app.
Create a New Alert or Top List Window
The Collaborate Feature enables you to create an entirely new scan by loading a collaboration link into an existing Alert or Top List Window.
This is useful when you have received a collaboration link from a colleague or would like to use one of the collaboration links of a scan on our website. Simply right-click into your Alert or Top List Window and select Collaborate. Delete the existing URL in the field at the top, then paste your collaboration link into it. Thereafter, hit OK. This will erase the old setting and your Alert or Top List Window will now contain the new strategy. Make sure to save it to your cloud for future use. Just right-click and select Save or Share to Cloud.
Create a Multi-Strategy Window
The Collaborate Feature enables you to create Multi-Strategy Windows. A Multi-Strategy Window allows you to combine multiple independent Alert Windows into a single space-saving container window, each with its own unique alert and filter configurations.
To create a new Multi-Strategy Window, go to the Toolbar, open the New Tab, and select Multi-Strategy Window from the dropdown. This will open a blank window, into which you can now insert your individual Alert Windows.
To add new strategies to a Multi-Strategy Window, right-click into the Alert Window, you would like to add, and select Collaborate. Choose Copy All in the popup window. Next, right-click into the Multi-Strategy Window, select Strategies, New Strategy, and then Collaborate. Now, select Paste All. Your Alert Window will now be part of the Multi-Strategy Window. You can repeat this process to add further strategies.
Turn a Top List Window into an Alert Window
The Collaborate Feature enables you to turn a Top List Window into an Alert Window. This feature is particularly useful when you would like to backtest a strategy that includes the filters of a specific Top List Window. This way, you don’t need to add the filters one by one to an Alert Window, but can transfer the entire Top List to an Alert Window.
To turn a Top List into an Alert Window, right-click into the Top List Window and select Collaborate. Then choose Copy All. Thereafter, go to the Toolbar, open the New Tab, and select Alert Window. In the Alert Config Window, go to the top left-hand corner and double-click Start from Scratch, then hit OK. Ignore the error popup and select No. Thereafter, a new Alert Window with the Heartbeat as a placeholder will open up. Next, right-click into the Alert Window, select Collaborate and then Paste All. Thereafter, the Alert Window will contain all the filters of the Top List Window. Just right-click, select Configure and open the Summary Tab to see the new settings. Since the heartbeat is a default placeholder that just pings the server every couple of minutes to look for symbols satisfying the filters without the need for a specific event, you should go ahead and select an Alert, for example, a New High, for your new scan. To do so, right-click into the scan, select Configure, open the Search Tab and choose any Alert you would like.
Add Strategies to a Compare Count Window
The Collaborate Feature enables you to add two strategies to a Compare Count window. Typically, the Compare Count Window is used to visually compare a bullish against a bearish strategy. By default, it compares New Highs versus New Lows. It is a great visualization tool that can provide an indication of what the markets are up to. If you wish to compare one of your bullish and bearish strategies to one another, right-click into the Alert Window, you would like to add and select Collaborate. Choose Copy All in the popup window. Next, go to the Toolbar, open the New Tab, and select Compare Count Window. Now, select Collaborate in the Green Data field on the left-hand side to add a bullish strategy or in the Red Data field on the right-hand side to add a bearish strategy. Choose Paste All in the popup menu, then hit OK.
To add the second strategy, right-click into the Alert Window, that you would like to add and select Collaborate. Then select Copy All.
Now, right-click into the Compare Count Window and select Configure. Choose Collaborate in the Compare Count Config Window, then select, Paste All.
Your bullish and bearish Alert Windows will now be part of the Compare Count Window.
Save As
Apart from saving your windows to the cloud, you can also save them to your local PC in order to create a backup. This is especially useful if you have spent a lot of time and effort customizing your scans and layouts. Just right-click into your window and select Save As from the dropdown. This will bring up the standard Save file dialog. Enter a name for the file and choose a folder to save it to. By default, it will be saved in your local TradeIdeasPro folder. Lastly, press the Save button.
To load these .WTI files, open the File Tab of the Toolbar, and select Load Window.
Save Contents
To save all the displayed data of an Alert, Top List, or Multi-Strategy Window, as a CSV file on your PC, right-click and select Save Contents.
The standard Save file dialog will be displayed. Enter a name for the file, choose the file type and file folder, then press the Save button.
To manually transfer column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press Control and C. Finally, press the Control and V key to paste the selected rows into your spreadsheet.
To highlight entire rows with one mouse-click, Go to the Toolbar, select Options, General, and then, Highlight grid row upon selection.
To be able to highlight single columns, leave this option unchecked.
Save as Default
You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Alert Logging
When Alert Logging is enabled, the incoming alerts will automatically be added to a CSV file which is stored in the TradeIdeasPro folder on your PC:
Alert Logging needs to be enabled in two places:
In the The Toolbar:
And in the individual Alert/Top List Window:
Multi-Strategy Window
A Multi-Strategy Window allows you to combine multiple independent Alert Windows into a single space-saving container window.
Each strategy can contain its own unique alert and filter requirements and can be color-coded for easy differentiation.
Each Multi-Strategy Window will display an M on the top left-hand side of the window. As new signals arrive, they stream in real-time. For easy visual differentiation, the color scheme for each strategy can be customized.
Trade XYZ
You can trade stocks right from your scans and charts via our One-Click Order Feature. Simply right-click into the scan or chart and select Trade to bring up a dropdown menu with preconfigured order templates.
How to create a custom Order Entry Template:
Strategies
To create a new Multi-Strategy Window, go to the Toolbar, open the New Tab, and select Multi-Strategy Window from the dropdown.
This will open a blank window, into which you can now insert your individual Alert Windows.
To add new strategies to a Multi-Strategy Window, right-click into the Alert Window, you would like to add, and select Collaborate.
Choose Copy All in the popup window. Next, right-click into the Multi-Strategy Window, select Strategies, New Strategy, and then Collaborate.
Now, select Paste All. Your Alert Window will now be part of the Multi-Strategy Window.
You can repeat this process to add further strategies.
Checkbox Function (Selected Strategy)
The Checkbox function enables you to easily turn selected strategies on or off temporarily.
Simply right-click into the Multi-Strategy Window, select Strategies, then check or uncheck a selected strategy from the strategies dropdown.
While disabled, the selected strategy won't trigger inside the window.
Configure (Selected Strategy)
You can change the settings of an individual strategy within the Multi-Strategy window.
To configure one of its strategies, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Configure from the dropdown.
The Config Menu of each individual strategy is identical to that of an Alert Window.
Collaborate (Selected Strategy)
The Collaborate Feature enables you to export or share selected strategies of your Multi-Strategy Window.
Simply right-click into your Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Collaborate from the dropdown menu.
QR Codes
You can scan the displayed code with any QR reader app available on your phone. Thereafter, you can share it with others. If you choose to open the scanned URL on your phone, it will bring you to our website, where you can see the scan settings and real-time data output when logged in. If you follow the recommended link to our HTML5 page, you will be redirected to our latest Web Version. Once logged in, the particular scan will load immediately.
The Collaborate Feature also enables you to share your strategies on Twitter. Simply right-click into your Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Collaborate from the dropdown menu.
Here, enter a text message if you like. Thereafter, click the Twitter icon. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm. You will only need to do this once. Thereafter your Tweets will be sent immediately.
Copy & Paste
The Collaborate Feature enables you to share your scans via copy and paste. Simply right-click into your Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Collaborate from the dropdown menu. Then, choose Copy All, to save the collaboration link to your clipboard and paste it into an email or messaging app.
Duplicate (Selected Strategy)
You can Duplicate a selected Strategy within a Multi-Strategy Window.
To do so, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Duplicate from the dropdown.
Thereafter, the selected strategy will be listed twice in the Multi-Strategy Window. This function is particularly helpful when you would like to Flip a bearish or bullish strategy and use it together with its counterpart in the same Multi-Strategy Window. You can easily do so, by selecting the duplicated strategy, choosing Configure, and then Flip.
You could just as easily also adjust the settings of the duplicated strategy in different ways via the Configure option.
Don't Repeat (Selected Strategy)
The Don’t Repeat Feature is useful when your strategy displays many alerts for the same symbols in fast progression.
This function helps to filter these repeated symbols.
To access the Don’t Repeat Feature, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Don’t Repeat from the dropdown.
Now, you can select a time period, in which a symbol won’t be repeated, or choose not to repeat symbols at all.
To define a Don’t Repeat Period for symbols within the Multi-Strategy Window, right-click into the Multi-Strategy Window, select Properties, and then Don’t Repeat from the dropdown.
Colors (Selected Strategy)
For easy visual differentiation, you can color-code the strategies of a Multi-Strategy Window.
Newly added strategies will not automatically be colored and are displayed in plain black and white.
To access the Colors Function, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Colors from the dropdown. Here, you can assign a custom background and text color for your selected strategy.
Delete (Selected Strategy)
To permanently remove a strategy from a Multi-Strategy Window, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Delete from the dropdown.
To temporarily disable a selected Strategy, simply uncheck it.
To remove all strategies from the Multi-Strategy Window at once permanently, right-click and select Delete All from the dropdown.
Backtest Strategy (Selected Strategy)
You have the ability to run the Oddsmaker for any strategy within your Multi-Strategy Window.
To backtest a specific strategy, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Backtest Strategy from the dropdown.
Open Alert Window (Selected Strategy)
To isolate a selected strategy from the Multi-Strategy Window, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Open Alert Window from the dropdown. Thereafter, your strategy will open in its own, standalone Alert Window and can be used independently.
Configure All
The Configure All function enables you to change the settings of all strategies at once. Right-click into the Multi-Strategy Window and select Configure All. The popup window will list all the available strategies. Choose Select All to edit all strategies at once or choose Select None and make a selection from the list.
Once you've made your selection, press the Edit Selected button. This will lead you to the Configuration Menu, which is similar to the Alert Config Menu.
The Window Specific Filters Tab will display all the filters currently in use.
A white filter background with values indicates that these values are shared by all strategies. If you hover over the filter value field, a popup will display the settings of each individual strategy.
A grey filter background indicates that the strategies have different values for this particular filter. If you hover over the filter value field, a popup will display the settings of each individual strategy.
A white filter background without values indicates that none of the strategies have values defined for this filter.
If you enter or change a value in any of the filter fields, it will be applied to all strategies.
You can add more filters by pressing the More Button and then using the Search function. Press the Hide Unused Button to only show the filters that are currently in use. Choose Add Defaults to add filters that are generally used.
The Exchanges Tab will display all the exchanges that the various strategies are set to scan. When all strategies are scanning a particular exchange, the box will have a checkmark. When some of the strategies scan an exchange, the box will be filled. Hover over an individual exchange to bring up a popup that lists the strategies that scan the particular market.
In the Symbol Lists Tab, you can choose to include or exclude certain stock symbols from your scans.
In order to do this, you first need to check the option Apply changes to all strategies. Thereafter, you can select Symbol Lists from the Add Existing List menu or choose Create New List. Any changes made will apply to all strategies that are currently selected for editing.
Delete All
The Delete All Function removes all strategies from a Multi-Strategy Window permanently. To do so, right-click into the Multi-Strategy Window and select Delete All.
History
The History Feature allows you to analyze the alerts of your Multi-Strategy Windows over the past 60 odd days.
By default, alerts will be streaming in real-time, however, you can uncheck the real-time mode, if you wish to look further back.
You can select All to see past alerts or request historical alerts for a specific Timeframe. Start describes the most recent alerts that you want to see. By default, these appear at the top of the alert window.
You can choose Now as the Start Date, or you can choose a specific Date and Time.
Below you can choose the oldest alert that you would like to see. You can make a selection from the dropdown, which starts this morning and ends 64 days ago. Alternatively, you can choose a specific date and time.
Press the OK button and you will see the Window will fill with historical alerts. The caption of the Multi-Strategy Window will be updated to show that historical data is currently displayed and that more historical data is available.
If you click on an alert to display it in a linked chart, you will see a blue arrow pointing at the bar where the alert occurred.
Please note, that the window will load a maximum of 1000 alerts and the past alerts will be split up by the number of strategies. If your Multi-Strategy Window contains 20 strategies, you will see about 50 past alerts for each strategy.
To fully analyze the historical output of a strategy, isolate the strategy and run the history of the individual Alert Window. To do so, right-click into the Multi-Strategy Window, select Strategies, then the specific Strategy, and choose Open Alert Window. To use the History Feature within an Alert Window, right-click and select History.
To save all the displayed data of the Alert Window as a CSV file on your PC, right-click and select Save Contents.
To transfer the column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press the Control and C key on your PC’s keyboard. Finally, press the Control and V key to paste the selected rows into your spreadsheet.
To highlight entire rows with one mouse-click, Go to the Toolbar, select Options, General, and then, Highlight grid row upon selection.
To be able to highlight single columns, leave this option unchecked.
Send XYZ To
The Send To Feature enables you to look up more info for a stock or share it with others. This feature is available in most Optima Windows, namely Charts, Top Lists, Alert, and Multi-Strategy Windows as well as Price Alerts and AI Strategy Trades Windows. Simply highlight a symbol, then right-click and select, Send XYZ to... where XYZ stands for the chosen stock symbol.
You can choose to send the chosen symbol to a new Chart Window, or a new Single Stock Window.
In addition to that our Send To Feature lets you share the stock with your followers on Twitter. Enter your message, and if you would like to share the Alert as well as the Strategy, check the box, Include Strategy Config in Message. Thereafter click, Tweet Now. If you haven’t connected to Twitter yet, the Twitter Authorization Window will open. Enter your Twitter username and password, then click Authorize app. After logging in, copy the received PIN into the box on the bottom left-hand side. Then click, Confirm.
You can also send a symbol to an already externally linked target platform. If you have not established External Linking yet, the External Linking Window will open and enable you to Add a Link. With external linking enabled, any symbol you click on within Trade Ideas will automatically load in an external platform like your charting or brokerage app. This is a good way to connect to a lot of different applications. A further tutorial will discuss External Linking in more detail.
Another option is to send the stock symbol to the Web. By selecting send to Web, you can find info about the particular stock on Yahoo, Finviz, StockCharts, BigCharts, as well as other web-based platforms, and conduct further research. If you check the option, Use Symbol Linking, and leave the particular web-based platform open, it will automatically load every symbol you select in your scan on the web-based platform as well. This way, you will get an instant internet look-up for every symbol that you’re interested in. In addition to the sites in the selection menu, you can select Custom to add a different web-based platform. If this platform requires a login, log into the web-based platform first. Then, have a look at the URL when you are logged in to your web destination. Copy this URL, and split it where the symbol is mentioned. Enter the part of the URL before the symbol, into the first section, and the part after the symbol in the next section.
Lastly, you can send the stock symbol to one of your existing Symbol Lists. Or even create a New List to add the symbol to. A further tutorial will discuss how to create, edit and use Symbol Lists in more detail.
Clear
To remove all currently displayed alerts from the Multi-Strategy Window, use the Clear function. Simply right-click into the Multi-Strategy Window and select Clear. New Alerts will start populating in real-time as they trigger.
Missing Symbol Check
The Missing Symbol Check function makes it very easy for you to determine why a specific stock symbol didn't appear on your scan.
It automates all the manual steps you would otherwise have to go through to see why a symbol didn't appear in your strategy along with red/green color coding pointing to exactly why a stock didn't show up.
To access this function, right-click into your Multi-Strategy Window and select Missing Symbol Check
The Missing Symbol Check Window will list all strategies of your Multi-Strategy Window.
You can perform the check on one strategy at a time by placing a checkmark next to your chosen the strategy.
You can check a specific symbol, by entering it in the Symbol Field.
Enter a time period for your check.
Start is the Date and Time closest to the current time, End is the Date and Time farthest in the past.
Once you entered a specific symbol, for example SPY, as well as a Time, for example 10:35 am for the Start, and 9 am for the End, click OK.
The individual Alert Window of your chosen strategy will now load:
The Alert Window will only point at the specific ticker you entered, for example the SPY, and highlight which of the scan's filter criteria the symbol meets and which ones it doesn't meet.
The filter criteria that aren't met by the entered symbol, are highlighted in red. These are the reason why the stock didn't appear on your scan.
The filter requirements that are fulfilled will be highlighted in green.
If the stock did not trigger one of the alerts selected in your Alert Window, you will see a Heartbeat Alert otherwise you will see the alert together with a time stamp.
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1
You can assign windows to a specific color group individually.
To do so, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open SingleStock Windows and Charts.
Duplicate
To copy your current Optima Window, use the Duplicate function. Simply right-click into your Multi-Strategy Window and select Duplicate from the dropdown. You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window. An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock. An exact copy of your free-floating window will now be added to the chosen Dock.
Properties
Each Multi-Strategy Window has a Properties Menu that enables you to modify the visual appearance of the window itself as well as the data within it.
Each function will be discussed in detail on the next pages.
Actions - Sound Alert
The Actions feature of our Alert window allows you to select various audio options. This way, you will be notified by a particular sound each time an alert triggers.
A Right-Click in the Multi-Strategy Window, select Properties, and then Actions.
Check Play Sound in the new popup window. Then click Set Up Sound.
The next window will display built-in sound options. You can choose an asterisk, a beep, exclamation, a stop, or text to speech.
If you choose the Text-To-Speech Option, a female voice will call out each stock symbol that triggers.
Further below, you can choose a custom sound from your local computer. Please note that custom files need to be in WAV format, the system isn't able to use MP3.
Once you have selected a Sound Option, click Play to test the audio. Use the Balance and Volume sliders to adjust the sound to your liking.
Hit Okay when you are done.
Should you at any point decide, rather not to have sound alerts, you can always go back into the right-click Actions Menu and uncheck the sound option again.
Actions - Show Alert Window
To receive a visual notification when a new alert triggers in one of your scans, enable the Show Alert Window Feature.
Right-click into your Multi-Strategy Window, select Properties, and then Actions. Here, check the option, Show Alert Window.
Once this option is enabled, the particular Window will pop to the surface if it is hidden behind other windows. It will flash when it is already on the surface.
Use this feature with caution, since it could put a strain on the UI resources when used in excess.
The best way to be notified of new alerts triggering and to be able to distinguish between the alerts from different scans is to set up a different Sound Alert for each Window.
The Text Headers option allows you to adjust the way the column headers are displayed. By default, the column headers will show the filter names. To display filter icons instead, right-click select Properties and uncheck the Text Headers option. If you hover over the icons, the filter names will, however, always pop up.
Columns
The columns displayed in the Multi-Strategy Window can be reorganized via left-click drag and drop. The individual columns can also be extended or compressed by using your mouse. To add more viewable columns to your Multi-Strategy Window, right-click, select Properties, and then Columns.
The left-hand side shows the already listed columns, the right-hand side shows the columns that can be added.
Select additional columns from the field on the right-hand side by highlighting them with a mouse click. Then, click the arrow pointing to the left to move them to the Selected Columns field.
To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.
To only see the filter columns that are already part of your strategies, press the Hide Unused button.
To see generally used filter columns press the Add Defaults button.
To see a list of all available filter columns, press the More button.
Click OK when you are done.
To save all the displayed data of the Alert Window as a CSV file, right-click and select Save Contents. You can also transfer selected column entries, into a spreadsheet. To do so, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing Control and A on your keyboard. To copy your selection, press Control, and C. Finally, press Control, and V, to paste the selected rows into your spreadsheet.
Symbol Plus Column
The Symbol Plus Feature enables our users to condense some of the stock's key data into one single column.
It is available in Alert, Top List and Multi-Strategy Windows, as well as in the Premium AI Strategy Trades Window.
To enable Symbol Plus, right-click into the header of the symbol column of your scan.
A dropdown with the following options will appear:
The option Normal will display the following info in the symbol column:
The company's symbol
The stock's current price
The Change from the Close in $
The Change from the Close in %
The company's logo
The option Logo Only will display the following way:
The option No Logo will display the following info in the symbol column:
The company's symbol
The stock's current price
The Change from the Close in $
The Change from the Close in %
The option Symbol/Logo will display the following info in the symbol column:
The option Off will show the traditional symbol column.
Don't Repeat
The Don't Repeat Feature is useful when your Multi-Strategy Window displays many alerts for the same symbols in fast progression. This function helps to filter these repeated symbols. To access the Don't Repeat Feature, right-click into the Multi-Strategy Window, select Properties, and then Don't Repeat from the dropdown.
Now, you can select a time period, in which a symbol won't be repeated by any strategy within the Multi-Strategy Window, or choose not to repeat symbols at all. To define a Don't Repeat period for a selected strategy only, right-click into the Multi-Strategy Window, select Strategies, then choose a specific Strategy and select Don't Repeat from the dropdown.
Small Borders
You can set Small Borders for your Multi-Strategy Window. To do so, right-click into the Multi-Strategy Window, select Properties, then choose Small Borders from the dropdown. With this option enabled, you can make the window much more narrow than with regular borders, which is beneficial if screen space is limited. You could, for example, resize your window to only show the symbol column.
Graphical Indicator
Graphical Indicators can be used to display the performance of stocks, in a quick-to grasp visual format. They can be used for all Position in Range Filters. These visually enhanced filter columns can be placed anywhere inside of a window.
When the indicator shows green, and when the green bar moves towards the right, it signals that the stock's current price is moving towards the high of the range.
If the indicator is red, it means, that the stock price is closer to the low of the range.
Grey, on the other hand, signals that the stock is currently trading near the middle of its range.
To see the underlying percentage value, hover your mouse over the Graphical Indicator.
To switch between the graphical indicator and a numerical value, right-click into the specific Position in Range column, select Properties and then check or uncheck the option Graphical Indicator.
Speed
The Speed Feature allows you to control the speed of the alerts scrolling inside of the Multi-Strategy window. By default, it is set to normal. To access the Speed Feature, right-click select Properties and then Speed. Here, you can choose between 6 speed options ranging from slowest.
Window Name
By default, a newly created Multi-Strategy Window is named just that. Right-click into the Multi-Strategy Window, select Properties, and then Window Name, to give your Multi-Strategy Window a defining name.
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Once you have created your own scan or have changed the settings of a preconfigured scan, make sure to save it to the cloud for future use.
Right-click into the window and select Save or Share to Cloud
Enter a new name into the Name field or keep the automatically added one.
Enter a description for your new scan or leave the Description field blank.
If you would like to automatically close any other open layout or channel in the future, whenever you load this new scan, select Clear Previous Layout. If you would like to load this scan on top of any already opened layout, leave this checkbox blank.
Select Save when you are done or select Save and Share to share the scan with others before saving it to the cloud.
There are various sharing options:
Scan the QR code
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm.
Select OK when you are done.
Your new scan is now stored in your cloud, from where it can easily be retrieved. Just go to the Toolbar, open the File Tab and choose Load from Cloud. To find a saved scan, you can enter its name in the search field, or scroll through the list. Just highlight your scan, then choose Load.
Collaborate All
QR Codes
The Collaborate Feature enables you to export your strategies to your phone. Just right-click into your Multi-Strategy Window and select Collaborate All. You can scan the displayed code with any QR reader app available on your phone. Thereafter, you can share it with others. If you choose to open the scanned URL on your phone, it will bring you to our website, where you can see the scan settings and real-time data output when logged in. If you follow the recommended link to our HTML5 page, you will be redirected to our latest Web Version. Once logged in, the particular scan will load immediately.
The Collaborate Feature also enables you to share your Multi-Strategy Window on Twitter. Right-click into your Multi-Strategy Window and select Collaborate All. Here, enter a text message if you like. Thereafter, click the Twitter icon. If you haven't connected Trade Ideas to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm. You will only need to do this once. Thereafter your Tweets will be sent immediately.
Copy & Paste
The Collaborate Feature enables you to share your scans via copy and paste. Simply right-click into your Multi-Strategy Window and select Collaborate All.Then, choose Copy All, to save the collaboration link to your clipboard and paste it into an email or messaging app.
Save As
Apart from saving your windows to the cloud, you can also save them to your local PC in order to create a backup. This is especially useful if you have spent a lot of time and effort customizing your scans and layouts. Just right-click into your window and select Save As from the dropdown. This will bring up the standard Save file dialog. Enter a name for the file and choose a folder to save it to. By default, it will be saved in your local TradeIdeasPro folder. Lastly, press the Save button.
To load these .WTI files, open the File Tab of the Toolbar, and select Load Window.
Save Contents
To save all the displayed data of an Alert, Top List, or Multi-Strategy Window, as a CSV file on your PC, right-click and select Save Contents.
The standard Save file dialog will be displayed. Enter a name for the file, choose the file type and file folder, then press the Save button.
To manually transfer column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press Control and C. Finally, press the Control and V key to paste the selected rows into your spreadsheet.
To highlight entire rows with one mouse-click, Go to the Toolbar, select Options, General, and then, Highlight grid row upon selection.
To be able to highlight single columns, leave this option unchecked.
Save as Default
You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Single Stock Window
The Optima Single Stock Windows provides key fundamental and other customizable data about a chosen stock. With Symbol Linking enabled by default, it will automatically display details about the symbol that you selected in your scanner or chart.
To open a Single Stock Window, go to the Toolbar, open the New Tab, and select Single Stock Window.
Details Tab
The header of the Single Stock Window displays the company's name and its industry. The field below shows the current Stock Symbol. To switch to a different stock, enter its ticker in this field, then press Enter on your keyboard.
The Detail Tab of the Single Stock Window displays the Company Name, the Exchange, and the Ticker it is listed under as well as the country flag.
Listed below in large letters is the current price and in either green or red next to it are the Change from Close in Dollars and the Change from Close in Percent. Further to the right, you will see Today's Volume in Shares as well as the Relative Volume in blue letters.
Directly below the Current Price, you will see the Time and Date of the snapshot the Single Stock Window provides.
The Details Tab of the Single Stock Window will display various columns containing key fundamental and other customizable data about a chosen stock. Displayed data and column order are highly customizable and can be configured to provide a snapshot of exactly the stock info you would like to see. To do so, simply right-click into the Single Stock Window and select Configure.
News Tab
The News Tab of the Single Stock Window loads the latest Google News of the stock. The News Tab displays the Headline together with the release date and time as well as the source. A click on any header will open the source article in a new browser window.
Profile Tab
The Profile Tab provides insight into the company's field of operation. You can see the Sector, the Sub Sector, the Industry Group, the Industry as well as the Sub Industry the company belongs to. In addition to that, a short Business Summary describes the field of operation. At the bottom, you will find a direct link to the company's website.
Insiders Tab
The Insider Tab shows details about Insider Trades. It lists the Date of the Trade, the Name of the Insider, and the Relation of the Insider to the Company. In addition to that, it provides details about the Transaction Type, which could be labeled as, a Buy, a Sell, a non-open market Acquisition, a non-open market Disposition, an Automatic Buy, an Automatic Sell, an Option Execution. Otherwise, it would be labeled as Unknown. Furthermore, you can see the Number of Shares Traded, as well as the Price, and the total number of Shares held. The columns can be sorted via click, on the column header. For columns containing text, sorting can be done by A to Z, and vice versa. For columns containing numbers, sorting can be done from biggest to smallest, and vice versa.
To filter by Transaction Type, right-click into the Insider Tab and select Transaction Filter, then make your selection and hit Done.
Similar Tab
The Similar Tab displays a Top List Window of stocks that are similar to the company either in price action or business operation. Use the toggle on the right-hand side to switch between these two options. A click on any competitor's symbol will change the data of the Single Stock Window to show a snapshot of the selected stock. The Competitor Top List Window can be isolated and used independently from the Similar Tab of the Single Stock Window via right-click and pop out.
Trade XYZ
You can trade stocks right from your scans and charts via our One-Click Order Feature. Simply right-click into the scan or chart and select Trade to bring up a dropdown menu with preconfigured order templates.
How to create a custom Order Entry Template:
Configure
Configure (Right-Click)
To start customizing your Single Stock Window simply right-click into the Window and select, Configure.
The Search Tab of the Single Stock Config Window enables you to find all of the available filters, you can use to create the data snapshot for your Single Stock Window. Scroll through the entire list, filter by Category, or enter a keyword into the Search Terms Field.
Once you have found the filters that you would like to use, highlight them with a mouse click.
A right-click on a highlighted alert or filter will bring up a popup menu with various options. The same options are accessible by pressing the buttons below the list.
To find out more about a specific filter and its settings, highlight it, then press the Help button. This will bring you to the Alert & Filter Definition page on our website.
The Clear All option will unselect all highlighted filters.
The Show Me option is a great tool when you are uncertain about the exact filter settings or would like to see the effects filter changes will have on the number of stocks available to scan. A further tutorial will discuss this feature in more detail.
To display a filter column in your Single Stock Window, highlight the filter, then select the Show Column option at the bottom of the list.
This will bring you to the Columns Tab, where the chosen filter has automatically been added to the bottom of the field on the left-hand side. This field displays the already chosen columns. The right-hand side, on the other hand, contains all the available filters that can be selected for display in your scan.
Select additional columns from the field on the right-hand side by highlighting them with a mouse click. Then, click the arrow pointing to the left to move them to the Selected Columns field.
To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.
To only see the filters that are already part of your Single Stock Window, press the Hide Unused button.
Choose Add Defaults to see the list of filters that are generally used. You can add more filters by pressing the More Button and then using the Search function of the Search Tab.
The Columns Order Tab enables you to arrange the displayed columns in your Single Stock Window. The field on the left-hand side lists the columns that are located on the left-hand side of your Single Stock Window. The right-hand side field shows the data columns located on the right-hand side of the Single Stock Window. To move specific columns from the left to the right or vice versa, highlight the column, then press the arrow pointing to the opposite side. To move columns up or down in their field, use the up and down arrows below.
Click OK when you are done, or jump to one of the other tabs to adjust your Single Stock Window further.
Include Pre and Post Market
If you would like your Single Stock Window to display Pre and Post Market data for stocks, right-click and select Include Pre and Post Market.
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1: Assign windows individually
You can assign windows to a specific color group individually.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable Symbol Linking for a scan, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2: Assign multiple windows at once
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open SingleStock Windows and Charts.
Duplicate
To copy your current Optima Window, use the Duplicate function. Simply right-click into your Single Stock Window and select Duplicate from the dropdown. You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window. An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock. An exact copy of your free-floating window will now be added to the chosen Dock.
Small Borders
You can set Small Borders for your Single Stock Window. To do so, right-click into the Window and choose Small Borders from the dropdown. With this option enabled, you can make the window much more narrow than with regular borders, which is beneficial if screen space is limited.
Font Size
You can change the Font Size of the Single Stock Window from the default size normal to small or large by right-clicking into the window, selecting Font Size and making your selection:
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Once you have configured your Single Stock Window the way you like it, make sure to save it to the cloud for future use.
Right-click into the window and select Save or Share to Cloud
Enter a new name into the Name field or keep the automatically added one.
Enter a description for your new Single Stock Window or leave the Description field blank.
If you would like to automatically close any other open layout or channel in the future, whenever you load this new Single Stock Window, select Clear Previous Layout. If you would like to load this Single Stock Window on top of any already opened layout, leave this checkbox blank.
Select Save when you are done or select Save and Share to share the scan with others before saving it to the cloud.
There are various sharing options:
Scan the QR code
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm.
Select OK when you are done.
Your new Single Stock Window is now stored in your cloud, from where it can easily be retrieved. Just go to the Toolbar, open the File Tab and choose Load from Cloud. To find a saved layout item, you can enter its name in the Search Field, or scroll through the list. Just highlight the layout item, that you would like to open, then choose Load.
Save As
Apart from saving your windows to the cloud, you can also save them to your local PC in order to create a backup. This is especially useful if you have spent a lot of time and effort customizing your scans and layouts. Just right-click into your window and select Save As from the dropdown. This will bring up the standard Save file dialog. Enter a name for the file and choose a folder to save it to. By default, it will be saved in your local TradeIdeasPro folder. Lastly, press the Save button.
To load these .WTI files, open the File Tab of the Toolbar, and select Load Window.
Save as Default
You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Compare Count Window
The Compare Count Window is used to visually compare a bullish against a bearish strategy. By default, it compares New Highs versus New Lows. It is a great visualization tool that can provide an indication of what the markets are up to.
To open a Compare Count Window, go to the Toolbar, open the New Tab, and select Compare Count Window. If you leave all the settings unchanged and click OK at the bottom of the window, it will graphically display the New Highs versus New Lows comparison.
The green line is representing the bullish strategy, the red line, the bearish strategy. You can see the lines update in real-time. The thick lines represent the fast EMAs. The thin lines represent the slower, smoothed-out Moving Averages, showing the more general trend for each strategy. The blue line represents the percent line, it correlates with the bullish, green strategy and shows the percentage of new Highs. If the blue line would sit right at the top, at 100%, it would mean that all stocks would be making new highs. If it was at 0% it would mean all stocks would be making new lows. The cylinder score on the left-hand side reflects the percentage of highs versus low or bullish versus bearish as well. The green portion is in line with the blue percent line, the red one with the red EMA line.
The X-axis on the left-hand side displays the timeline, the Y-axis shows the Alerts per Second, the X-axis on the right-hand side displays the Percentage of New Highs.
You can adjust the compare count view via the right-click menu. You have the option to only show points, only show percent, or to show both. In addition to that, you can include or exclude the legend on the top-right-hand side of the Compare Count Window.
Furthermore, you can choose a Dark Background.
The Small Borders function enables you to make the window much more narrow than with regular borders, which is beneficial if screen space is limited.
Select Clear, to reload the Compare Count Window. During the refresh, the current percent and EMA lines will be removed and then start calculating anew.
To create an exact copy of the current Compare Count Window, select Duplicate.
Config Window
To change the default comparison of New Highs versus New Lows and to compare other bullish and bearish strategies to one another, right-click into the Compare Count Window and select Configure.
Configure Green Data/Red Data
To add a different bullish strategy, select Configure, below the Green Data Header. To add a different bearish strategy, select Configure, below the Red Data Header.
This will open the Alert Config Window. Select a bullish or bearish strategy from the Strategies Tab or create an entirely new strategy. Hit OK when you are done.
Collaborate Green Data/Red Data
To add a different bullish or bearish strategy from an already open Alert Window, use the Collaborate function below the Green Data or Red Data Header.
Right-click into the Alert Window, you would like to add and select Collaborate. Choose Copy All in the popup window. Next, go to the Toolbar, open the New Tab, and select Compare Count Window. Now, select Collaborate in the Green Data field on the left-hand side to add a bullish strategy or in the Red Data field on the right-hand side to add a bearish strategy. Choose Paste All in the popup menu, then hit OK.
Configure and Collaborate
In addition to that, you can use a combination of the Configure and Collaborate function together with the Flip feature.
If you have loaded a bullish strategy and would like to compare it to its exact bearish counterpart, you can use the Collaborate function in combination with the Flip Feature. After loading the bullish strategy, either via the Configure, or the Collaborate function, select Collaborate. Now, select Copy All, then close the Collaborate Window. Next, open the Collaborate window by selecting, Collaborate below the Red Data Header. Select Paste All then open the Configure option below the Red Data Header. You will see that the same bullish strategy has loaded in the Red Data field. To turn it into the bearish counterpart, select Flip on the bottom right-hand side. Give your bearish strategy a new name in the Summary Tab, then hit OK.
Update Speed
The Update Speeds controls how quickly the Compare Count data points are updated. By default, they update every 5 seconds. You can increase that to one data point every 120 seconds, which means you will see less detail, but more historical data.
Thick EMA/Thin EMA
The thick and thin EMA lines can be set to move faster and show more data points or to be slower and therefore smoother.
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1: Assign windows individually
You can assign windows to a specific color group individually.
To enable symbol linking for your Compare Count Window, right-click into it, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable symbol linking for your scan, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2: Assign multiple windows at once
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open SingleStock Windows and Charts.
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Save As
Apart from saving your Compare Count Window to the cloud, you can also save it to your local PC in order to create a backup. This is especially useful if you have spent a lot of time and effort customizing your windows. Just right-click into your window and select Save As from the dropdown. This will bring up the standard Save file dialog. Enter a name for the file and choose a folder to save it to. By default, it will be saved in your local TradeIdeasPro folder. Lastly, press the Save button.
To load these .WTI files, open the File Tab of the Toolbar, and select Load Window.
Once you have configured a Compare Count Window the way you like it, make sure to save it to the cloud for future use.
Right-click into the window and select Save or Share to Cloud
Enter a new name into the Name field or keep the automatically added one.
Enter a description for your new scan or leave the Description field blank.
If you would like to automatically close any other open layout or channel in the future, whenever you load this window, select Clear Previous Layout. If you would like to load this window on top of any already opened layout, leave this checkbox blank.
Select Save when you are done or select Save and Share to share the Compare Count Window with others before saving it to the cloud.
There are various sharing options:
Scan the QR code
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm.
Select OK when you are done.
Your new Compare Count Window is now stored in your cloud, from where it can easily be retrieved. Just go to the Toolbar, open the File Tab and choose Load from Cloud. To find a saved layout item, you can enter its name in the Search Field, or scroll through the list. Just highlight the layout item, that you would like to open, then choose Load.
Save as Default
You can save your Compare Count Window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Chart Window
Our Charts enable you to visually confirm the alerts of our scans and to trade directly from them via our One-Click-Trading Feature. Depending on your plan, you can have a set number of charts open simultaneously, which can all have different settings.
The Time Frames of our charts range from One Minute to Monthly and you can choose between a light and a dark theme. You can add Indicators, Trendlines, Arrows, and Text as well as Price Alerts. In addition to that, our Charts provide you with a quick-to grasp smart risk level assessment for each stock including target level and smart stop as well as a suggested swing exit for longer-term holds. With an account at a participating broker, orders can be sent directly from the charts either via one-click order entry or drag and drop.
Trade XYZ
You can trade stocks right from your charts via our One-Click Order Feature. Simply right-click into the chart and select Trade to bring up a dropdown menu with preconfigured order templates.
How to create a custom Order Entry Template:
Create Price Alert
Our Price Alerts Feature enables you to highlight price levels that are of interest to you right in the Chart and to receive alerts when said levels are reached. To place a Price Alert, move your mouse cursor to the price level you would like to be alerted to, then right-click into the Chart and select Create Price Alert.
The Create Price Alert Window will open, where you can apply further settings.
It will show the Symbol and the Alert Price you have defined, as well as the Current Price of the stock, and the Distance in Dollars, to your Price Alert Level.
Below, the Direction of the necessary price move to reach the defined Price Alerts Level, based on the Current Price, is automatically listed, together with it being a Long or a Short.
Furthermore, you can define an Expiration Date and Time, on which the Price Alert will become invalid.
Alternatively, or in addition to that, you can define a Price Level that, if reached by the stock, will invalidate the current Price Alert.
To prevent your Price Alerts from triggering in the pre- and postmarket, uncheck the option Trigger Alert After Hours.
Finally, you can add some personal Notes to the Price Alert. The Notes field is very helpful since it can contain details of the trading strategy to apply, should the Price Level of the Price Alert be reached.
The bottom of the Create Price Alert Window displays a written Summary of your configured Price Alert.
After hitting Save a blue line will be placed on the Chart, indicating the Price Level of the Price Alert. Hovering over it will bring up more details about the specific Price Alert. To change the Price Level, this line can be moved via drag and drop with your mouse. To remove the current Price Alert, select the blue line with your mouse and press the Delete key on your keyboard. A popup window will ask to Confirm Deletion. Press OK to confirm or Cancel to abort the deletion.
Once the stock reaches the Alert Price, the Price Alerts Window will pop up and display details about each Price Alert. A further tutorial will discuss the Price Alerts Window in more detail.
Time Frame
The current Time Frame of the Chart will be displayed in the top left-hand corner together with the Stock Symbol and the current date. To change the Time Frame, right-click into the Chart, select Time Frame, then make your selection from the menu. The Time Frames of our charts range from One Minute to Monthly. Another way to quickly change the Time Frame is to use the clock icon, found on the top left-hand side of the Chart Window.
Send XYZ to...
The Send To Feature enables you to look up more info for a stock or share it with others. This feature is available in most Optima Windows, namely Charts, Top Lists, Alert, and Multi-Strategy Windows as well as Price Alerts and AI Strategy Trades Windows. Simply highlight a symbol, then right-click and select, Send XYZ to... where XYZ stands for the chosen stock symbol.
You can choose to send the chosen symbol to a new Chart Window, or a new Single Stock Window.
In addition to that our Send To Feature lets you share the stock with your followers on Twitter. Enter your message, and if you would like to share the Alert as well as the Strategy, check the box, Include Strategy Config in Message. Thereafter click, Tweet Now. If you haven't connected to Twitter yet, the Twitter Authorization Window will open. Enter your Twitter username and password, then click Authorize app. After logging in, copy the received PIN into the box on the bottom left-hand side. Then click, Confirm.
You can also send a symbol to an already externally linked target platform. If you have not established External Linking yet, the External Linking Window will open and enable you to Add a Link. With external linking enabled, any symbol you click on within Trade Ideas will automatically load in an external platform like your charting or brokerage app. This is a good way to connect to a lot of different applications. A further tutorial will discuss External Linking in more detail.
Another option is to send the stock symbol to the Web. By selecting send to Web, you can find info about the particular stock on Yahoo, Finviz, StockCharts, BigCharts, as well as other web-based platforms, and conduct further research. If you check the option, Use Symbol Linking, and leave the particular web-based platform open, it will automatically load every symbol you select in your scan on the web-based platform as well. This way, you will get an instant internet look-up for every symbol that you're interested in. In addition to the sites in the selection menu, you can select Custom to add a different web-based platform. If this platform requires a login, log into the web-based platform first. Then, have a look at the URL when you are logged in to your web destination. Copy this URL, and split it where the symbol is mentioned. Enter the part of the URL before the symbol, into the first section, and the part after the symbol in the next section.
Lastly, you can send the stock symbol to one of your existing Symbol Lists. Or even create a New List to add the symbol to. A further tutorial will discuss how to create, edit and use Symbol Lists in more detail.
Send XYZ to Symbol List
The Send To Feature allows you to add stock symbols to a so-called Symbol List or Watchlist. A Symbol List is useful if you would like to include or exclude certain stocks from your scans.
To add more symbols to any of your existing Symbol Lists, on the fly, from any of your scans or charts, just right-click, then choose the stock ticker you would like to add, select Send to, and then Symbol Lists from the dropdown.
Thereafter, choose a specific Symbol List to add the stock to from the following dropdown menu.
Duplicate
To copy your current Optima Window, use the Duplicate function. Simply right-click into your Chart Window and select Duplicate from the dropdown. You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window. An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock. An exact copy of your free-floating window will now be added to the chosen Dock.
Markup
To mark up the Chart with Lines, Trendlines, Arrows, or Text Annotations, right-click into the Chart and select Markup.
You can change the Annotation position via drag and drop, you can change the size or direction of Trend Lines and Arrows via grab and drag.
To change the color of any Annotation, select it from the menu, place it on the chart and highlight it with your mouse thereafter. Now, right-click again, select Markup, and then Annotation Color.
To remove an Annotation, simply select it on your Chart, then press the Delete key on your keyboard.
To remove all Annotations at once, right-click into the Chart, select Markup and then Remove all Markups.
Another way to quickly add Annotations to the Chart is to use the icons found on the top left-hand side of the Chart Window.
You will find icons for a Horizontal Line, a Trend Line, an Arrow, and Text Annotation there.
To place an Annotation on your chart, click on one of these icons, then move your mouse to the desired location on the Chart and click into the Chart to add the Annotation.
To quickly change the color of any Chart Annotation, select it on the Chart, then click the Color Changer Icon and make a color selection.
Properties
Chart Navigation
To change the symbol of a chart, simply click into your chart and start typing. This will bring up the Change Symbol field.
To move back in history on your chart, use the scroll-wheel of your mouse or the left and right arrow keys on your keyboard.
To zoom in and out of your chart, press the control key on your keyboard while using the scroll-wheel of your mouse.
In our legacy charts, you can alternatively use the left and right arrow keys of your keyboard whilst holding the control key for scrolling.
HTML Charts Right-Edge Padding
Our HTML Browser Charts load with right edge padding by default.
To disable this function, head to Toolbar, open the Tools Tab, select Options and then Charts and deselect this setting. Head here for more info.
Chart Properties
Many of the chart features are located in the Properties drop-down of the right-click Menu.
Show Pre Market/Show Post Market
To see Pre and Post Market candles in your chart, right-click into the chart, select Properties, and then Show Pre Market/Show Post Market.
The Pre-market session will be colored in a light beige tone, the Post Market session will appear light purple.
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1: Assign windows individually
You can assign windows to a specific color group individually.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable symbol-linking for a scan, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2: Assign multiple windows at once
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open SingleStock Windows and Charts.
Show Cross-Hairs/Use Cross-Hairs Sync
To use Crosshairs on your charts, right-click into the Chart, select Properties, and then Show Cross-Hairs.
Please note that Crosshairs might make it difficult to drag and drop the Markups, like Trend Lines, on your Chart. If this is the case, simply uncheck this option until your Annotations are placed, then re-enable Crosshairs.
The option, Use Cross-hairs Sync, will sync the Crosshairs on all Symbol Linked Charts.
If you move the Crosshairs on one chart, they will move in sync on all other charts that have this option, as well as Symbol Linking, enabled. This is particularly helpful when monitoring a stock on various time frames.
Small Borders
You can set Small Borders for your Chart.
To do so, right-click into the Window, select Properties, then choose Small Borders from the dropdown.
With this option enabled, you can make the window much more narrow than with regular borders, which is beneficial if screen space is limited.
Show Watermark
To see a Watermark of the Stock Symbol, including its Time Frame in the center of your chart, right-click into the Chart, select Properties, then choose, Show Watermark from the dropdown.
Dark Theme
If you prefer darker colored charts, right-click into the Window, select Properties, then choose Dark Theme from the dropdown.
If you would like the grey borders of your Optima Windows to be darker or differently colored, you can adjust them in the Color settings of your Windows Operating System.
Right-click into your Desktop area and select Personalize.
Choose a color from the color palette or add a custom color, then check Title Bar and Window Borders.
You might need to Restart Optima after you have made changes to your Windows color settings.
Thereafter the borders of an active Optima window will appear in your desired color.
Show AI Trades
The trades of our AI Holly (Premium feature) will not only be presented to you in the AI Strategy Trades Window but also on the charts. To enable this feature, right-click into your Chart, select Properties, and then Show AI Trades.
The AI trades will be displayed in a quick and easy-to-grasp visual format:
An upward-pointing arrow indicates the entry bar of a Long Trade.
A downward-pointing arrow indicates the entry bar of a Short Trade.
The blue line represents Holly's Entry Price.
The red line indicates the Stop Price.
The green line indicates the Target Price.
The background coloration highlights the time period of the trade.
The green coloration indicates the area in which the trade is profitable.
The red coloration points to the area in which the trade would result in a loss.
If you hover over the sideways-pointing arrows, you will see a breakdown of the trade parameters. This feature is particularly helpful when reviewing past Holly trades on the chart.
Holly on Charts:
Holly AI One-Click Trading:
Show Order History
When submitting orders via our Brokerage Plus Module, horizontal lines indicating the order price level as well as execution flags, which reveal order details on mouse hover, will be placed on the stock's chart.
The Properties Menu gives you the option to enable/disable these markers.
To see all order lines, right-click into the chart, and select Properties. Here, check the option Show Orders History, and make a selection from the dropdown.
To disable these order markers, right-click into the chart, select Properties and uncheck the option Show Orders History.
To enable/disable the execution flags, right-click into the chart, select Properties and check/uncheck the option Show Executions.
On mouse hover, these flags will provide trade details such as Share Size, Execution Price, Date and Time as well as the Execution ID.
Please note, you need to be connected to our Brokerage Plus Module for order markers to show on the charts.
Show Indicators
To show or temporarily hide all Indicators on your Chart, right-click into the Window, select Properties, then check or uncheck Show Indicators from the dropdown.
Show Executions
To see your own Trades including Entry, Stop Loss, Target, and Exit, right-click into the Chart, select Properties, then choose Show Executions from the dropdown.
Please note, you need to be connected to our Brokerage Plus Module for your executions to show on the charts.
Smart Risk Levels
To see AI-powered Smart Risk Levels for each stock including suggestions for Profit Target (green line) and Smart Stop Level (red line), right-click into the Chart, select Properties, then choose Show Smart Risk Levels from the dropdown. The Profit and Loss values are based on your AI Trade Size settings. To adjust them, go to the Toolbar, open the Tools Tab, and select AI Trade Size. Here you have the choice between Dollars, Shares, and Risk based on Stop Loss.
The Smart Stop is a proprietary risk management filter. The exit point is unique to each symbol based on the stock's volatility, relative volume and daily range.
Select, if you would like to see the Smart Risk Levels for a potential long or a short trade via right-click into the Chart. Select Smart Risk Levels, then choose Long or Short.
The higher Time Frame Charts will additionally display the Swing Exit Level. Swing traders typically observe the 20 day low as a signal to potentially exit their position. This level is indicated by the dark red line on the higher Time Frame Charts. It suggests a possible closing of the trade, when the price area that's marked by the dark red line is reached.
Select Chart Style
To change the type and style of your chart including its color scheme, right-click into the chart and choose Select Chart Style.
Styles Tab
The Chart style dropdown enables you to choose between Candlestick Charts, Line Charts, Bar Charts, Area Charts, HLC Charts or OHLC Charts.
The Color on dropdown enables you to display the chart in two colors based on Open vs Close or in one color.
When selecting One Color, head to the Line Color dropdown to make your color choice:
When selecting Open vs Close, open the Color/Grid Tab, then choose an Up Candle Color and a Down Candle Color from the respective dropdowns:
The Line width slider enables you to select the line thickness of your Line, Area, HLC and OHLC Charts:
When the option Display prior day's close is checked, a horizontal line indicating yesterday's closing price will be added to your chart. Use the Color Hexagon, the Color Wheel or the Color Box & Slider to choose a color for the closing price line:
Color/Grid
To change the background color, candle color as well as text color of your chart, right-click into the chart, choose Select Chart Style, then open the Color/Grid Tab.
Chart Theme
The Chart Theme dropdown contains a few ready-made chart styles to choose from.
Background Color
To select a Background Color, click the downward pointing arrow to open the color selection menu. Here, you can choose a color from the Color Hexagon, the Color Wheel, or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Once you have selected a color, click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Gradient Color
To apply a Gradient Color, check the box on the left-hand side of the Gradient Color option, then click the downward pointing arrow to open the color selection menu. Here, you can choose a gradient color from the Color Hexagon, the Color Wheel or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Price Axis
To apply a different color to the Price Axis, click the downward pointing arrow to open the color selection menu. Here, you can choose a Price Text Color from the Color Hexagon, the Color Wheel or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Date Axis
To apply a different color to the Date Axis, click the downward pointing arrow to open the color selection menu. Here, you can choose a Date Text Color from the Color Hexagon, the Color Wheel or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Status Line Color
To apply a different color to the Status Line Text, click the downward pointing arrow to open the color selection menu. Here, you can choose a Status Line Text Color from the Color Hexagon, the Color Wheel, or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Up Candles Color
To apply a different color to your, by default green, Up Candles, click the downward pointing arrow to open the color selection menu. Here, you can choose an Up Candle Color from the Color Hexagon, the Color Wheel or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Down Candles Color
To apply a different color to your, by default red, Down Candles, click the downward pointing arrow to open the color selection menu. Here, you can choose a Down Candle Color from the Color Hexagon, the Color Wheel or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Wick and Outline Color
To apply a different color to the Candle Wick and Outline, click the downward pointing arrow to open the color selection menu. Here, you can choose a Wick and Outline Candle Color from the Color Hexagon, the Color Wheel or the Color Box & Slider. You will see the color changes displayed on your chart as you toggle through the different color options.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Watermark Color and Transparency
To change the display of the chart’s watermark, click the downward pointing arrow. Then, make a choice between Off White, which is best when using a darker background color, and Dark Grey, as the base color.
The Watermark Opacity slider enables you to define the watermark’s transparency.
For the Watermark to display, the Show Watermark option needs to be enabled. To do so, right-click into the chart, select Properties and then Show Watermark.
Click OK to apply the changes and close the Chart Style Menu or click the upward pointing arrow to continue the color selection for your chart.
Comparisons Tab
To compare up to 6 stocks on a chart, right-click into a chart, choose Select Chart Style, then open the Comparisons Tab.
Enter stock symbols into the Symbol Fields 1 to 5, and add checkmarks to add the symbols to the chart.
The Reset Link will clear all entered symbols.
Clicking the small downward-pointing arrow on the right-hand side of the color field, will open the color picker window.
Since the 5 comparison symbols will be displayed as lines, it is advisable to change the style of the base chart to a Line Chart as well.
To do so, head to the Style Tab and select Line from the dropdown:
Press OK once you're ready to compare the stocks on your chart.
The Status Line at the top of your chart, will display the symbol of each stock in its given color. When hovering over the line of a stock on the chart, the price at that level will be displayed in the Status Line.
A simple click on a symbol in the Status Line, will bring up the Change Symbol Field, enabling you to easily enter a different symbol for comparison.
Press Enter to confirm the symbol change.
The Anker Icon enables you to Anker all compared stocks to a specific price level of the base stock.
To place an Anker, click the Anker Icon.
Next, move your cursor to the price level of the main chart symbol.
You will see that your cursor has turned into a small upward-pointing arrow.
Click into the chart to place the anker at a specific price level.
The date and time of the Anker level will be displayed in the Status Line. To remove the Anker, click the Bin Icon in the Status Line.
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Once you have made adjustments and added the indicators you'd like to see on your chart, make sure to save it to the cloud for future use.
Right-click into the chart and select Save or Share to Cloud
Enter a new name into the Name field or keep the automatically added one.
Enter a description for your new chart or leave the Description field blank.
If you would like to automatically close any other open layout or channel in the future, whenever you load this new chart, select Clear Previous Layout. If you would like to load this chart on top of any already opened layout, leave this checkbox blank.
Select Save when you are done or select Save and Share to share your chart with others before saving it to the cloud.
There are various sharing options:
Scan the QR code
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the chart and select Confirm.
Select OK when you are done.
Your new chart is now stored in your cloud, from where it can easily be retrieved. Just go to the Toolbar, open the File Tab and choose Load from Cloud. To find a saved layout item, you can enter its name in the Search Field, or scroll through the list. Just highlight the layout item, that you would like to open, then choose Load.
Save As
Apart from saving your windows to the cloud, you can also save them to your local PC in order to create a backup. This is especially useful if you have spent a lot of time and effort customizing your scans and layouts. Just right-click into your window and select Save As from the dropdown. This will bring up the standard Save file dialog. Enter a name for the file and choose a folder to save it to. By default, it will be saved in your local TradeIdeasPro folder. Lastly, press the Save button.
To load these .WTI files, open the File Tab of the Toolbar, and select Load Window.
Save as Default
You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Indicators
You can add a variety of Indicators to your Charts.
To do so, right-click into the Chart and select Indicators. This will open the Indicator Manager Window.
Selecting an Indicator from the Add Tab on the left-hand side, will color its name orange and enable editing its settings on the right-hand side.
Choose a display color by selecting Modify Color. The Indicator Color Chooser Window gives you the option to Use One Color or to define different colors for Up and Down. In addition to that, you can set Color Gradients.
Check the box Show in Status Line, if you would like to see the indicator values displayed below the chart header.
Choose New Chart Area to see the Indicator in its own area below the main Chart.
Select Chart Area #1 (main) for the indicator to display in the main Chart area.
Please note that you can add more than one individual indicator area to the bottom of the Chart window.
Finally, select the Indicator Periods you would like to display.
Once you have configured your indicator, click Add to add it to the chart.
To edit or remove an already placed Indicator, select the Edit Tab on the left-hand side, which will list all the already chosen and displayed Chart Indicators. Select the Indicator that you would like to edit, then make the desired changes on the right-hand side. Thereafter press Save.
To permanently remove an Indicator from the Chart, select it, then press Remove. Press Close once you're done.
Make sure you have the Show Indicator option enabled in your charts. Right-click, select Properties and then, Show Indicators.
Another way to quickly add Indicators to the Chart is to use the icons found on the top left-hand side of the Chart Window.
A click on the Indicator Icon will open the Indicator Manager.
The process of adding, editing, or removing indicators is the same as outlined above.
Use Browser Interface
Our HTML Charts with advanced annotation tools and picture-in-picture charting are now loading as default charts.
Switching between Legacy Charts and PiP-Charts
To switch from a Legacy Chart to a PiP Charts, right-click into the chart and select Use Browser Interface.
PiP-Chart Stock Data
By default, our PiP-Charts display certain key metrics like Float, Market Cap, Volume, Days to Cover etc. of any given stock at the top.
To hide this data, simply click on the upward pointing arrow on the right-hand side just below the metrics.
To access the advanced annotation and drawing tools of the Browser Interface Charts, click on the small pen icon located just below the stock icon.
This will reveal a host of annotation tools, including chart emojis.
Clicking on the small downward-pointing arrow of a particular markup tool will reveal even further options
To select a particular tool, click on it, then place your cursor in the chart area you would like to markup.
Once the chart annotation is placed, a small menu will appear on the top right-hand side of the chart enabling you to specify settings or delete the markup
Secondary Chart
To hide and reveal the small secondary chart located on the bottom left-hand side, click the small arrow.
To change the time frame of the secondary chart, click on the small clock icon.
To quickly switch the time frames of the main chart and the secondary chart, click the folder icon in the top right-hand side of the main chart.
Price Alert can be set in the main chart as well as in the secondary chart. Once activated, they will show on both charts.
Default Chart Type
You can control which chart type, our Legacy Charts or the HTML Charts, are loaded by default. To adjust the default settings, go to the Toolbar, open the Tools Tab, select Options and then Charts.
To make our legacy charts the default, remove the check-mark Use Picture in Picture Browser Charts by Default.
To use the Picture in Picture Browser Charts, no actions need to be taken, simply leave the setting as is.
Chart Icons
You will find a number of icons on the top left-hand side of your charts. They provide quick access to various chart features, which are also accessible via the Right-Click Menu of your charts. You can select the Time Frame and the Chart Style, add Markup and Price Alerts, as well as place orders directly on your charts via the Buy and Sell icons. A click on any of the icon will reveal further options.
The individual icons are discussed in the following sections.
Heart Icon - My Liked Symbol List - Stocks I Like Channel
Every chart has a heart icon in the top left-hand corner that will turn red when clicked. Every stock that has been marked with a red heart, will be listed in the My Liked Symbol List, which is linked to the Stocks I Like Channel of the Channel Bar.
To open the Channel Bar, go to the Toolbar, open the New Tab and select Channel Bar. Scroll through the Channels of the Channel Bar and click on the Stocks I Like Channel to open it.
The Stocks I Like Channel contains the My Liked Symbols Top List and the My Liked Symbols Stream Alert Window.
The Top List ist a plain Watchlist, it shows the stock's filter data, but since none of the filters have values defined in the Windows Specific Filters Tab of the Top List Config Menu, no stocks get filtered out.
The Symbol Lists Tab of the Top List Config Menu, which you can access via right-click and then Configure, shows that it is pointed at the My Liked Symbol List.
Since Top Lists have a 30-second refresh cycle, it might take a few seconds until a newly hearted stock will be displayed in the My Liked Symbols Top List.
The My Liked Symbol Stream Alert Window in the Stocks I Like Channel alerts you when something interesting is happening with any of the red-hearted stocks.
You are not restricted to only using the Top List and Alert Window in the Stocks I Like Channel but can point any scan at the My Liked Symbol List. Just right-click into the scan, select Configure and find the My Liked Symbol List in the Symbol List Tab. Have a look at the Symbol List Tutorials for more details on how to include or exclude Symbol Lists in your scans.
To remove a stock symbol from the My Liked Symbol List, uncheck the heart in the stock's chart or go to the Symbol List section of your Account Management page on our website.
Here, select Edit to remove or add stocks to your My Liked Symbol List. Thereafter select, Update List.
Please note, If you decide to rearrange or modify the Stocks I Like Channel or add your own Top Lists to it, make sure to save the entire layout to your cloud, so you can use it again. The channels of the Channel Bar are fixed and will always open the same way, so any modifications will be lost after a restart.
To save your new layout to the Cloud, go to the Toolbar, open the File Tab and select Save Layout.
Chart Style Icons
To quickly change the style of your chart, use the Chart Style Icon found on the top left-hand side of the Chart Window.
You have the choice between Candlestick Charts, Line Charts, Bar Charts, Area Charts, HLC Charts or OHLC Charts.
Anchored VWAP Indicator
Together with the markup options, you will find the Anchored VWAP Indicator Icon on the top left-hand side of the Chart Window. To place it, click on the Anchor icon, then click on the candle you would like to anchor the indicator to. The AWVAP will be added to your chart and the price of the AVWAP as well as the Date and Time of the Anchor will be displayed in the Status Line.
The AVWAP can provide invaluable insights into the sentiment of the overall market or individual stock. It's a great combination of Price, Volume, and Time. When this market trifecta is measured together it allows us to objectively identify the emerging sentiment from that point. Because of its moving property, the AVWAP can be analyzed in the same way as traditional moving averages, by looking at its slope, its direction, and its distance from the price.
Markup Icons
To quickly add Annotations to the Chart use the icons found on the top left-hand side of the Chart Window. You will find icons for a Horizontal Line, a Trend Line, an Arrow, and Text Annotation there. To place an Annotation on your chart, click on one of these icons, then move your mouse to the desired location on the Chart. Click into the Chart to add the Annotation. You can change the Annotation position via drag and drop, you can change the size or direction of Trend Lines and Arrows via grab and drag.
To quickly change the color of any Chart Annotation, select it on the Chart, then click Color Changer Icon and make a color selection. To remove an Annotation, simply select it on your Chart, then press the Delete key on your keyboard.
Buys and Sell Icons
In addition to the One-Click Trading Feature, you can also trade directly from a chart by using the Buy & Sell Icons in the top left-hand corner of the Chart Window.
In order to use these icons, you first have to set up your Default Chart Long Strategy and your Default Chart Short Strategy in the Brokerage Plus Module.
If you have already set up a One-Click Order Entry Template or would like to use one of the Preset One-Click Order Entry Templates as your default Chart Trading Strategy, follow these steps.
Open the Brokerage Plus Module Learn More
Connect to your Brokerage Account or Simulator Learn more
Head to the Strategies Tab
Highlight the Trading Strategy you would like to use
Right-click and check Default Chart Long Strategy or Default Chart Short Strategy.
If you would like to apply personalized Stops and Targets to your Chart Order and have not yet set up a One-Click Order Entry Template, follow the steps in this section first.
To trade via the Chart Buy and Sell Icons, follow these simple steps:
Click once on either the Buy or the Sell Icon
Your cursor will now show a cross
Move your cursor cross to the price level in the chart at which you would like to buy/short the stock
Click into the chart
Your Default Chart Long Strategy or Default Chart Short Strategy will now automatically be applied.
Your order will be sent directly to your brokerage/simulator with the configured Entry and Exit parameters.
A blue line will indicate your Opening Order Level, a red line will indicate your Stop Loss Level, and a red line will indicate your Target Price.
Once your order is filled, the blue line will disappear and the projected Loss and Profit in Dollars will be displayed at the Target and Stop Loss line.
All orders can be adjusted directly on the charts by moving the lines via drag & drop with your mouse.
Your trade will also be displayed in the Positions Tab of Brokerage Plus. Whenever you adjust the Target or Stop, by moving the line on the chart, it will automatically be updated in Brokerage Plus as well.
Troubleshooting Tip:
If your Buy and Sell Chart Icons are ready to be used, they will be green/red.
If the Buy and/or Sell Icons are greyed out, you are either not connected to your Brokerage/Simulator or have not enabled a strategy as your Default Chart Long Strategy and/or Default Chart Short Strategy.
Earnings Icons
A stock's earnings date is marked with a yellow E icon above the date axis of the chart as well as a yellow vertical line.
Earnings info is also displayed in the status line above the chart.
Halt Notification
While a stock is halted, you will see a red Halted notification above the chart.
The notification disappears once trading resumes.
Camera Icon
To make it as easy as possible for our Affiliates to promote Optima whilst showcasing their trades and setups, we have created this Chart Sharing Feature.
To connect your Twitter account, go to the Toolbar, open the Tools Tab, select Options and then Social Networks.
Here, click on the Twitter Icon and follow the prompts.
To share your chart including all markup, together with your affiliate link on social media, click the Camera Icon.
This will open the Screenshot Share Window.
Click the Twitter Icon to share the chart on Twitter.
Click the Copy Button to copy the link and post it on social media.
Click the Save Button to download a .png image of your chart to a folder on your PC.
Click the Link Button to load your chart in your browser window.
To automatically embed your Affiliate Link in every shared chart, head to the Accounts Management Page and login with your username and password.
Here, navigate to the Affiliate Information section and enter your Affiliate Id and Tune Promo Code:
Once completed, every chart shared via the Camera Icon will contain your tracking link, and personal Tune Promo Code, enabling you to generate new leads/signups/commission.
Price Alerts Window
Our software enables you to set up Price Alerts for stocks. These Price Alerts will be displayed not only visually in the charts, but are also listed in the Price Alerts Window. Once the selected price is reached, the Price Alerts Window will pop up to alert you visually and you can additionally enable sound alerts. You can add Notes to your Price Alerts as well as an expiration date and time. In addition to that, you can share them with fellow traders.
To open a new Price Alerts Window, go to the Toolbar, select New, and then Price Alerts Window.
The right-click Menu provides access to all the features of the Price Alerts Window.
Trade XYZ
You can trade stocks right from the Price Alerts Window via our One-Click Order Feature. Simply highlight a stock, then right-click into the Price Alerts Window and select Trade. This will bring up a dropdown menu with preconfigured order templates when connected to the Brokerage Plus Module.
How to create a custom Order Entry Template:
Create New Price Alert
Our Price Alerts Feature enables you to highlight price levels that are of interest to you and to receive alerts when said levels are reached.
To create a new Price Alert, go to the Toolbar, select New, and then, Price Alerts Window.
Now, right-click into your Price Alerts Window and select, Create New Price Alert.
Alternatively, open a Chart from the Toolbar, then move your mouse cursor to the price level you would like to be alerted to. Now, right-click into the Chart, and select Create Price Alert.
The Create Price Alert Window will open, where you can apply further settings.
It will show the Symbol and the Alert Price you have defined, as well as the Current Price of the stock, and the Distance in Dollars, to your Price Alert Level.
Below, the Direction of the necessary price move to reach the defined Price Alerts Level, based on the Current Price, is automatically listed, together with it being a Long or a Short.
Furthermore, you can define an Expiration Date and Time, on which the Price Alert will become invalid.
Alternatively, or in addition to that, you can define a Price Level that, if reached by the stock, will invalidate the current Price Alert.
To prevent your Price Alerts from triggering in the pre- and postmarket, uncheck the option Trigger Alert After Hours.
Finally, you can add some personal Notes to the Price Alert. The Notes field is very helpful since it can contain details of the trading strategy to apply, should the Price Level of the Price Alert be reached.
The bottom of the Create Price Alert Window displays a written Summary of your configured Price Alert.
After hitting Save, a blue line will be placed on the Chart, indicating the Price Level of the Price Alert. The Price Alert will also be added to the Price Alerts Window. Its status will be displayed as working until it gets triggered or invalidated.
Hovering over the Price Alert on the Chart will bring up more details about the specific Price Alert. To change the Price Level, this line can be moved via drag and drop with your mouse. To remove the current Price Alert, select the blue line with your mouse, and press the Delete key on your keyboard. A popup window will ask to Confirm Deletion. Press OK to confirm, or Cancel to abort.
Once the stock reaches the Alert Price, the Price Alerts Window will automatically pop up when it isn't already in the front. Further tutorials will discuss the Price Alerts Window in more detail.
Edit Price Alert
To edit an existing Price Alert, highlight it in the Price Alerts Window, then right-click and select Edit Price Alert.
This will bring up the Edit Price Alert Window where you can make your adjustments.
Alternatively, you can move the blue line on the chart representing the Price Alert to change the Price Alert Level.
Delete Price Alert
To remove an existing Price Alerts, highlight one or multiple Price Alerts in the Price Alerts Window, then right-click and select Delete Selected Price Alert(s).
A popup window will ask to Confirm Deletion. Press OK to confirm or Cancel to abort.
Alternatively, highlight the blue line on the Chart representing the Price Alert, and press the Delete key on your keyboard. A popup window will ask to Confirm Deletion.
Press OK to confirm, or Cancel to abort.
You can share your Price Alerts with your colleagues, followers, and friends. Simply right-click into the window and select Share Price Alert. This will bring up the Share This Link Window, which offers various sharing options:
Scan the QR code
You can scan the displayed code with any QR reader app available on your phone. Thereafter, you can share it with other users of our desktop program.
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon to share the Price Alerts Cloud Link on Twitter and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm.
Select OK when you are done.
Actions - Sound Notifications
In addition to being visually alerted via the Price Alerts Window popping up, you can additionally be alerted by sound. To set up Sound Notifications for the Price Alerts, right-click into the Price Alerts Window and select Actions. A Right-Click in the Alert Window will open the Options Menu.
Check Play Sound in the new popup window. Then click Set Up Sound.
The next window will display built-in sound options. You can choose an asterisk, a beep, exclamation, a stop, or text to speech.
If you choose the Text-To-Speech Option, a female voice will call out each stock symbol that triggers.
Further below, you can choose a custom sound from your local computer. Please note that custom files need to be in WAV format, the system isn't able to use MP3.
Once you have selected a Sound Option, click Play to test the audio. Use the Balance and Volume sliders to adjust the sound to your liking.
Hit Okay when you are done.
Columns
The Price Alerts Window columns can be reorganized via drag and drop. The individual columns can also be extended or compressed by using your mouse.
To add more columns right-click into the Price Alerts Window and select Columns.
The left-hand side shows the already listed columns, the right-hand side shows the columns that can be added.
Select additional columns by highlighting them with a mouse click.
Click the arrow pointing to the left to move them to the Selected Columns field.
To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.
Click OK when you are done.
Pinned
To keep the Price Alerts Window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Show Filter
The Show Filter option enables you to choose if you would like to see the Price Alerts Status Filter on the top right-hand side of the Price Alerts Window.
The filter enables you to find all Triggered, all Expired, all Working, and all Invalidated Price Alerts or a combination thereof.
Show Intraday P&L
When the Show Intraday P&L option is selected via the right-click Menu, you will see the Intraday Profit & Loss displayed on the left-hand side of the Price Alerts Window.
The Intraday P&L is based on your Price Alerts. It is calculated by comparing the current price of the stock to the Price Alert Level. The total sum for today is displayed as the Intraday P&L.
The Intraday P&L shows if your Price Alert and the chosen direction, long or short, have worked in your favor or not.
Show Daily P&L
When the Show Daily P&L option is selected via the right-click Menu, you will see the Daily Profit & Loss displayed on the left-hand side of the Price Alerts Window.
The Daily Profit & Loss is based on your Price Alerts. It is calculated by comparing the current price of the stock to the Price Alert Level. The total sum of all triggered Price Alerts is displayed as the Daily Profit & Loss.
The Daily Profit & Loss shows if your Price Alert and the chosen direction, long or short, have worked in your favor or not.
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1: Assign windows individually
You can assign windows to a specific color group individually.
To enable symbol-linking for a Price Alerts Window, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable symbol-linking for a scan, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2: Assign multiple windows at once
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open SingleStock Windows and Charts.
Duplicate
To copy your current Price Alerts Window, use the Duplicate function.
Simply right-click into your Price Alerts Window and select Duplicate from the dropdown. You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window.
An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock.
An exact copy of your free-floating window will now be added to the chosen Dock.
Save to Cloud
Once you have made adjustments to your Price Alerts Window, like rearranging columns, setting up Sound Alerts, make sure to save it to the cloud for future use.
Right-click into the window and select Save to Cloud.
Enter a new name into the Title field or keep the automatically added one.
Enter a description for your Price Alerts Window or leave the Description field blank.
If you would like to automatically close any other open layout or channel in the future, whenever you load the Price Alerts Window, select Clear Previous Layout.
If you would like to load this scan on top of any already opened layout, leave this checkbox blank.
Select Save when you are done or select Save and Share to share the Price Alerts Window with others before saving it to the cloud.
You can share your Price Alerts with your colleagues, followers, and friends. Simply right-click into the window and select Share Price Alert. This will bring up the Share This Link Window, which offers various sharing options:
Scan the QR code
You can scan the displayed code with any QR reader app available on your phone. Thereafter, you can share it with other users of our desktop program.
Select Copy All, to save the Cloud link to your clipboard and paste it into an email or messaging app.
Click the Twitter icon to share the Price Alerts Cloud Link on Twitter and include a text message if you like. If you haven't connected Optima to Twitter yet, a Twitter Authorization Form will open. Log in with your Twitter username and password. Then click, Authorize App. Thereafter, copy the displayed Pin Code into the field at the bottom left-hand side of the window and select Confirm.
Select OK when you are done.
Your Price Alerts Window is now stored in your cloud, from where it can easily be retrieved. Just go to the Toolbar, open the File Tab and choose Load from Cloud. To find a saved Price Alerts Window, you can enter its name in the search field, or scroll through the list. Just highlight it, then choose Load.
Save as Default
You can save a Price Alerts Window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Welcome Screen
The Welcome Screen provides an overview of and access to some of the different Channels of the Channel Bar and some individual bullish and bearish strategies.
In addition to that, it describes some of the Trade Ideas Windows and Tools and provides easy access to them.
Channel Bar
For more information about the Channel Bar jump to the main Channel Bar Section.
Real-Time Stock Race
The Real-Time Stock Race is a unique way of data visualization that distills the stock market action down to its essence and combats the information overload many traders face.
It enables you to see important metrics generally displayed in our spreadsheet-like Top List Windows in a straightforward and engaging way. Your top-ranking stocks will race against each other, helping you to see winners, the losers, and the ones in the middle field at a glance! You can use any Top List Window of your choice.
For step-by-step instructions head to the following Stock Race sections:
Race Startup
There are three ways to start up a Stock Race. From the Toolbar, from our Channel Bar and directly from any Top List Window.
Option 1:
Go to the Toolbar, open the New Tab and select Real-Time Stock Race:
This will load preset races for selection:
Make a selection, then press Launch to initiate the race.
To use/create a specific Top List for your race, jump to Option 3.
Option 2:
Select one of our dedicated Stock Racing Channels from the Channel Bar to see our stock racing in action.
Many of our other channels, for example the Momo-Mentum, Alpha Predator and Premarket Channel also contain preconfigured Stock Races for ease of use:
Option 3:
You can also access the Real-Time Stock Race Setup from any open Top List Window.
Simply right-click into your Top List Window and select Launch Real-Time Stock Race.
This will automatically start a race.
To view the Race settings, right-click into the race window and select Show Race Setup.
To change the Race settings, right-click into the race window, select Show Race Setup.
Stop the race using the Stop Button, then make your changes.
The configuration options are listed in this section
Race Config
To set up your race, right-click into the race window and select Show Race Setup
Here, you will be presented with various configuration options.
Select a specific setting below, or read on to find out more about all race options:
Race Lanes
Choose how many stocks will participate in the race.
In order to run races with a large number of stocks, you will have to increase the height of your race setup window so it accommodates all race lanes. Once the race has started, the window size can be decreased again.
Based On
You can base the stock race on any filter that is part of your Top List. All available filters will be listed in the Based On dropdown.
Delta: When Delta is selected, all stocks will start equal, no matter the current filter value, and the ones with the biggest increase/change in filter value during the race will become the front-runners.
Total: When Total is selected, the stock with the highest total filter value will become the winner.
Sort On
You can define the order of the stock line-up from top to bottom via the Sort On option.
If you, for example, choose Price as the sorting criterion and select descending as the direction, the most expensive stock will be at the top, whilst the least expensive one will be placed at the bottom. If you select Ascending, this order will be flipped.
If you select Delta Value - Descending, the strongest stocks will be ranked from top to bottom.
Goal
You have two options for a goal, you can define a race time or a race target.
Time: You can set the race to end after a fixed period of time. To do so, set the Goal to Time and choose the runtime in minutes in the field below.
Based on Value: You can define a specific value as the race target.
To do so, set the Goal to Based on Value and enter the Target Value in the field below.
As an example, if you base your race on the filter Price (Delta) and enter 2.00 as the Goal Target Value, the race will end as soon as the first stock has gained $2.
If you base your race on Change from the Close in Percent (Total) and enter 50.00 as the Target Value, the race will end once the first stock has achieved a 50% Change from the Close.
Replace Symbols
Here, you can decide whether new stocks can enter the race after it has started, or if you would like to maintain the list of stocks selected at the start of the race.
If the option Replace Symbols is enabled, new stocks that are suddenly gaining strength will replace the weakest stocks during the race.
Biggest Loser Wins
Select this option for Top Lists that scan for stocks making negative moves, e.g. Down Gappers, Top Percentage Losers etc.
If you are running any sort of Loser's race, also select Ascending instead of Descending as the Sort On option.
Auto Re-Run
You can decide whether you would like to start a new race that's based on the same conditions as soon as the first race has ended.
If this option is enabled, the winners of each race will be listed on the right-hand side of the race window, from top to bottom.
If the race window is to narrow to show all winners, navigation arrows on top and bottom will enable you to scroll through the winner line-up.
A click on a winner tag, will reveal the second and third place as well.
To only see the top 10 Winners, right-click into the window and select Show Top 10 Winners
To see all Winners, right-click again and select Show All Winners
Use the arrows on the top and bottom of the finish line to scroll through the winners.
To clear the race winners, right-click into the race window and select Clear Race Winners.
Auto Start on Load
When this option is selected, your race will start automatically once you load it from the cloud or open a layout that contains this racing window.
Please note that you will need to save your race config to the cloud to retain your race setting and to enable the auto-startup.
To save your racing setup, right-click into the window and select Save or Share to Cloud.
Auto Start at Time
When this option is selected, your race will start automatically at the Time specified in the time field.
Please note that you will need to save your race config to the cloud to retain your race setting and to enable the timed auto-startup.
To save your racing setup, right-click into the window and select Save or Share to Cloud.
Auto Start Last Day Replay
When this option is selected, the last day's action will automatically start replaying at the Time specified in the time field.
Please note that you will need to save your race config to the cloud to retain your race setting and to enable the timed auto-startup.
To save your racing setup, right-click into the window and select Save or Share to Cloud.
Replay Mode
By default, races show the winners and losers in real-time. By switching to replay mode, you can recap entire trading days effortlessly in just a few minutes. One minute of replay reflects one whole trading hour. The exact settings of the Replay Mode will depend on your Optima version.
If you're running one of our latest versions, read on and/or watch the video to set up your Race Replay.
If you are running an older version of our software, head here to see the original Race Replay Mode setup.
To review yesterday’s action, or any other time period over the past 60 odd days, right-click into the race window and select, Show Race Setup.
Choose a replay time period from the dropdown, or select the option Custom, if you have specific dates in mind.
Here, enter you dates in the Replay from, and the Replay To fields:
Press the dedicated Replay Button to start the replay:
You can clearly see if a race is running in real-time or in Replay Mode.
As the race progresses in 1-hour intervals from the starting date to its end, the Status Field will display the shown time, as well as the filter, the race is based on.
On the bottom right-hand side, you can see how much time is left until the end date will be reached, as well as the total replay run-time.
Original Race Replay Mode:
When this option is selected, the race window will display historical data between the Replay From and Replay To dates.
During the replay, you will see 5 minutes of historical data every 5 seconds.
First, select a Replay From Date and Time.
Then, enter the total run time in the Minutes to Run field. One minute of run time represents one hour of historical data.
The Replay To Time and Date will automatically adjust depending on the run time specified in the Minutes to Run field.
As an example, if today is the 6th of May and you wanted to replay yesterday's entire trading day, you would do the following:
Enter 5th of June 4:00 am in the Replay From field
Set the run time in the Minutes to Run field to 12
See the Replay To field automatically update to 5th June 4:00 pm
Start/Stop Button
Once you're race is set up, press the Start button on the bottom left-hand side to initiate the race.
While the race is running, the race window background will be green.
To stop the race, press the Stop Button.
Ended and stopped races will have a red racing window background.
To switch to Dark Mode, right-click into the race window and check the option Dark Mode.
Add/Edit Symbols
The Add/Edit Symbols Button enables you to add specific tickers to your race, which aren't part of the Top List or Race. This feature allows you to compare stocks you are interested in to the stocks making moves in your race.
Press the + symbol to add a stock, then enter its ticker in the field.
To remove a stock, click the X.
To load multiple symbols from a Symbol List, choose this option, then select your Symbol List.
Please note that you might need to increase the number of race lanes first, to accommodate multiple symbols from a symbol list.
Top List Settings
The Config Button enables you to access the settings of the Top List the race is based on.
Pressing this button will stop the race and open the Quick Settings Menu. Here, you can change the minimum and maximum price of stocks, as well as Today's Volume and the Average Volume (over the last 10 days) of all stocks that will appear in your race.
To open the full Top List Config Window, select Advanced.
Race Right-Click
The Race Right-Click Menu contains many useful functions:
Show Race Setup
To see the race configuration, right-click into the racing window and select Show Race Setup.
To go back to the racing view, right-click again and select Hide Race Setup.
Race Winners
The Winners of each race will be listed on the finish line from top to bottom.
If the race window is to narrow to show all winners, navigation arrows on top and bottom will enable you to scroll through the winner line-up.
A click on a winner tag, will reveal the second and third place as well.
To only see the top 10 Winners, right-click into the window and select Show Top 10 Winners
To see all Winners, right-click again and select Show All Winners
To clear the race winners, right-click into the race window and select Clear Race Winners.
Use the arrows on the top and bottom of the finish line to scroll through the winners.
Open Top List
To open the underlying Top List Window, right-click into the race window and select Open Top List:
Configure
To edit the underlying Top List Window, right-click into the race window and select Configure.
This will stop the current race and open the Quick Settings Menu.
Here, you can change the minimum and maximum price of stocks, as well as Today's Volume and the Average Volume (over the last 10 days) of all stocks that will appear in your race.
To open the full Top List Config Window, select Advanced.
You can also access the Quick Settings and full Top List Config Menus by pressing the Config Button at the bottom of the race window:
Save Race Configuration
If you would like to retain your Race Configuration, save it to your cloud. To do so, right-click into the Race Window and select Save or Share to Cloud:
Once done, your new stock race is stored in your cloud, from where it can easily be retrieved.
Just go to the Toolbar, open the File Tab and choose Load from Cloud.
To find a saved race setup, you can enter its name in the search field, or scroll through the list.
Highlight the race, then choose Load.
Use Browser Interface
The option Use Browser Interface is checked by default. When selected, the races will be displayed in Html5 and show much smoother transitions. This race view is in development and new functions will be added in due course.
Dark Mode
To switch to Dark Mode, right-click into the race window and check the option Dark Mode.
Once enabled, the race window background and border will be dark grey instead of green/red.
Lane Size
When in HTML5-Mode (Use Browser Interface), the lane sizes adjusts dynamically.
When running the races in "normal" mode, you have three lane size options to choose from.
Race Replay
By default, races show the winners and losers in real-time. By switching to replay mode, you can recap entire trading days effortlessly in just a few minutes.
One minute of replay reflects one whole trading hour.
The exact settings of the Replay Mode will depend on your Optima version.
If you're running one of our latest versions, read on and/or watch the video to set up your Race Replay.
If you are running an older version of our software, head here to see the original Race Replay Mode setup.
To review yesterday’s action, or any other time period over the past 60 odd days, right-click into the race window and select, Show Race Setup.
Choose a replay time period from the dropdown, or select the option Custom, if you have specific dates in mind.
Here, enter you dates in the Replay from, and the Replay To fields:
Press the dedicated Replay Button to start the replay:
You can clearly see if a race is running in real-time or in Replay Mode.
As the race progresses in 1-hour intervals from the starting date to its end, the Status Field will display the shown time, as well as the filter, the race is based on.
On the bottom right-hand side, you can see how much time is left until the end date will be reached, as well as the total replay run-time.
Original Race Replay Mode
When this option is selected, the race window will display historical data between the Replay From and Replay To dates.
During the replay, you will see 5 minutes of historical data every 5 seconds.
First, select a Replay From Date and Time.
Then, enter the total run time in the Minutes to Run field. One minute of run time represents one hour of historical data.
The Replay To Time and Date will automatically adjust depending on the run time specified in the Minutes to Run field.
As an example, if today is the 6th of May and you wanted to replay yesterday's entire trading day, you would do the following:
Enter 5th of June 4:00 am in the Replay From field
Set the run time in the Minutes to Run field to 12
See the Replay To field automatically update to 5th June 4:00 pm
Race Sharing
To make it as easy as possible for our Affiliates to promote Optima whilst showcasing their trades and setups, we have created a Race Sharing Feature.
To connect your Twitter account, go to the Toolbar, open the Tools Tab, select Options and then Social Networks.
Here, click on the Twitter Icon and follow the prompts.
To share a Stock Race, simply click the Camera Icon on the bottom right-hand side of the race screen.
This will open the Screenshot Share Window.
Click the Twitter Icon to share the chart on Twitter.
Click the Copy Button to copy the link and post it on social media.
Click the Save Button to download a .png image of your chart to a folder on your PC.
Click the Link Button to load your chart in your browser window.
Race Display
For each stock, the current Change in %, the current Change in $, as well as the Change from Close in %, and the Change from Close in $ are displayed in the race lane together with the ticker and the current price of the stock.
During the race, you will see stocks moving forward as well as pulling back based on the change in filter value.
A green line below a stock lane means it has moved up in position.
A red line below a stock lane means it has moved down in position.
A yellow line below a stock lane means the stock has been newly added to the race (when the option Replace Cars is enabled).
The Winners of each race will be listed on the finish line from top to bottom.
If the race window is to narrow to show all winners, navigation arrows on top and bottom will enable you to scroll through the winner line-up.
A click on a winner tag, will reveal the second and third place as well.
To only see the Top 10 Winners, right-click into the window and select Show Top 10 Winners
To see all Winners, right-click again and select Show All Winners
AI/Holly Strategy Window
Our Virtual Trade Assistant Holly AI has her own channel in the Channel Bar, named Optima AI.
If you would like to include Holly AI in your own layout, rather than using our preconfigured channel, you can open her windows from the Toolbar. Click on New and select the AI Strategy Window and the AI Strategy Trades Window.
The AI Strategy Window will list the strategies that Holly, after a long night of backtesting and optimization, has carefully selected for the upcoming trading day.
To see Holly’s trading in action, head to the AI Strategy Trades Window. All the trades that Holly enters during the day will appear here.
Here is a short overview of the two AI Windows:
AI/Holly Strategy Window:
AI/Holly Strategy Trades Window:
Please also visit our dedicated Holly Guide!
Holly Profit & Loss
The AI Windows give you a clear and detailed insight into the Profit & Loss Holly generates.
Profit & Loss Graph
The Profit & Loss Graph displays the Total Profit & Loss based on AI Risk Mode & Risk Size. You can toggle between the different Risk Modes. You can choose to show or hide the Profit & Loss Graph. Simply right-click into the AI Strategy Window and check or uncheck Show Profit & Loss Graph.
Profit & Loss Columns
The Profit & Loss Columns display the Profit & Loss per AI Strategy based on AI Risk Mode & AI Risk Size. That’s why you always see three different columns, namely aggressive, moderate and conservative.
You can adjust the Risk Size by heading to the Toolbar. Open the Tools Tab, then select Options, and AI Risk Size.
The Profit & Loss is always based on two settings:
1. The AI Risk Mode
All AI Windows display Profit & Loss based on the chosen AI Risk Mode. You can select between aggressive, moderate, or conservative.
Aggressive Mode
In aggressive mode, Holly will not place a stop.
Please note: This mode is not recommended for live trading and is for presentation purposes only. Trading without a stop loss can result in substantial losses, it should not be attempted by inexperienced traders and always should be considered carefully.
Moderate Mode
In moderate mode, Holly will consider 2 exit reasons.
Stop Hit: Holly will exit when her Stop Price is hit
Timed Exit: Holly will exit when the Time Stop is hit
Conservative Mode
In conservative mode, Holly considers 5 different exit reasons.
Stop Hit: Holly will exit when her Stop Price is hit
Target Hit: Holly will exit when her Target Price is hit
Profit Save: Holly will exit when the Trailing Stop Price is hit
Reduce Risk: Holly will exit when the Price Action is unexpected
Timed Exit: Holly will exit when the Time Stop is hit
2. The AI Risk Size
By Default, the Risk Size is set to 100 shares per trade.
This setting can be adjusted to reflect your personal investment style. From the Toolbar choose Tools, select Options, and then AI Trade Size.
Here you have the choice between defining Holly’s entry parameters based on:
Dollars
If you entered $2000 as the amount and the stock price is $20, Holly will buy 100 shares. If the stock price is $40, she will only buy 50 shares.
Shares
You can enter a fixed number of Shares per trade to buy or short.
Risk
If you choose to risk $100 and Holly’s algorithmic stop loss per trade is $0,20, she will buy 500 shares per trade.
Default
By Default, the AI Profit & Loss is based on 100 shares per trade.
These settings will be used to calculate the Profit & Loss in both AI Windows as well as the Holly AI Tab within Brokerage Plus. The sizing of your personal Holly trades, on the other hand, will depend on your Holly Trading Instructions.
Filters
The two filter dropdowns on the top right-hand side of the AI Strategy Window, enable you to filter by active, inactive, long, and short strategies, as well as individual strategies.
The filters are part of the Strategy Menu, which you can choose to show or hide. Simply right-click into the AI Strategy Window and check/uncheck the option Show Strategy Menu.
The Right-Click Menu is the main way to control and configure most of the Trade Idea windows and the Holly AI Windows are no exception.
View Trades
The Right-Click-Menu gives you the option to only view the trades of a specific strategy, or to view all trades, only the open trades or only the closed trades.
Selecting any of these options will open a new AI Strategy Trades Window that contains your trade selection.
Duplicate
To copy your current window, use the Duplicate function. Simply right-click into your AI Strategy Window and select Duplicate from the dropdown.
You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window.
An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock.
An exact copy of your free-floating window will now be added to the chosen Dock.
You can choose to show or hide the Strategy Menu, which contains the Profit & Loss display on the top left-hand side of the window as well as the two filter options on the top right-hand side.
Simply right-click into the AI Strategy Window and check or uncheck Show Strategy Menu.
Show Profit & Loss Graph
The Profit & Loss Graph displays the Total Profit & Loss based on AI Risk Mode & Risk Size. You can toggle between the different Risk Modes. You can choose to show or hide the Profit & Loss Graph.
Simply right-click into the AI Strategy Window and check or uncheck Show Profit & Loss Graph.
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the Cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Columns
The columns can be reorganized via left-click drag and drop. The individual columns can also be extended or compressed by using your mouse.
To add more columns right-click into the window and select Columns.
The left-hand side shows the already listed columns, the right-hand side shows the columns that can be added.
Select additional columns by highlighting them with a left mouse click.
Click the arrow pointing to the left to move them to the Selected Columns field.
To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.
Click OK when you are done.
Save as Default
You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Segments
Holly consists of three Segments, namely Holly Grail, Holly 2.0, and Neo, which have different strategies assigned.
To switch to a specific Holly Segment, select Segments and make your choice.
AI/Holly Strategy Trades Window
To see Holly’s trading in action, open to the AI Strategy Trades Window. All the trades that Holly enters during the day will appear here.
Whenever Holly enters a new trade, the entire entry row will flash.
You will find it in the Toolbar under New, as well as in the Trade Ideas AI Channel.
AI/Holly Strategy Trades Window:
Please also visit our dedicated Holly Guide!
AI Profit & Loss
The AI Windows give you a clear and detailed insight into the Profit & Loss the AIs generate.
Profit & Loss Columns
The Columns display the Profit & Loss per Trade based on AI Risk Mode & AI Risk Size. That’s why you always see three different columns, namely aggressive, moderate and conservative.
You can adjust the Risk Size by heading to the Toolbar. Open the Tools Tab, then select Options, and AI Risk Size.
The Strategy Menu on the top left-hand displays the total Profit & Loss based on AI Risk Mode & Risk Size.
You can choose to show or hide the Profit & Loss Menu.
Simply right-click into the AI Strategy Trades Window and check or uncheck Show Strategy Menu.
The Profit & Loss is always based on two settings:
1. The AI Risk Mode
All AI Windows display Profit & Loss based on the chosen AI Risk Mode. You can select between aggressive, moderate, or conservative.
Aggressive Mode
In aggressive mode, Holly will not place a stop.
Please note: This mode is not recommended for live trading and is for presentation purposes only. Trading without a stop loss can result in substantial losses, it should not be attempted by inexperienced traders and always should be considered carefully.
Moderate Mode
In moderate mode, Holly will consider 2 exit reasons.
Stop Hit: Holly will exit when her Stop Price is hit
Timed Exit: Holly will exit when the Time Stop is hit
Conservative Mode
In conservative mode, Holly considers 5 different exit reasons.
Stop Hit: Holly will exit when her Stop Price is hit
Target Hit: Holly will exit when her Target Price is hit
Profit Save: Holly will exit when the Trailing Stop Price is hit
Reduce Risk: Holly will exit when the Price Action is unexpected
Timed Exit: Holly will exit when the Time Stop is hit
2. The AI Risk Size
By Default, the Risk Size is set to 100 shares per trade.
This setting can be adjusted to reflect your personal investment style. From the Toolbar choose Tools, select Options, and then AI Trade Size.
Here you have the choice between defining Holly’s entry parameters based on:
Dollars
If you entered $2000 as the amount and the stock price is $20, Holly will buy 100 shares. If the stock price is $40, she will only buy 50 shares.
Shares
You can enter a fixed number of Shares per trade to buy or short.
Risk
If you choose to risk $100 and Holly’s algorithmic stop loss per trade is $0,20, she will buy 500 shares per trade.
Default
By Default, the AI Profit & Loss is based on 100 shares per trade.
These settings will be used to calculate the Profit & Loss in both AI Windows as well as the Holly AI Tab within Brokerage Plus. The sizing of your personal Holly trades, on the other hand, will depend on your Holly Trading Instructions.
Filters
The two filter dropdowns on the top right-hand side of the AI Strategy Trades Window, enable you to filter by open/closed positions, all long/short strategies and profitable/losing trades, as well as individual strategies.
Profitable Trades/Losing Trades: Uses the current mode (Conservative, Moderate, Aggressive) to determine which trades match the filter.
Any Profitable/Losing Trades: This filter matches a trade if ANY of Conservative, Moderate, or Aggressive profit values are profitable/losing.
The filters are part of the Strategy Menu, which you can choose to show or hide.
Simply right-click into the AI Strategy Trades Window and check/uncheck the option Show Strategy Menu.
The Right-Click Menu is the main way to control and configure most of the Trade Idea windows and the Holly AI Windows are no exception.
AI/Holly Right-Click Menu
Trade XYZ
Our Brokerage Plus Module enables you to send orders based on Holly's strategies directly to participating brokers or our simulator.
As a first step, open the Brokerage Plus Module by clicking, Brokerage Plus Sim in the Toolbar. This will automatically connect you to our Simulator.
You can confirm that you are connected to our Simulator, by clicking Connect in the top left-hand corner. If the connection bar and the chosen connection option are green, the connection has been established. To connect to a participating Brokerage Platform, follow the instructions in the Brokerage Plus Connect Tab section.
Once connected, right-click the symbol you would like to trade within the AI Strategy Trades Window and select Trade XYZ.
You can enter the trade based on Holly’s moderate or conservative Risk Mode. Since the aggressive risk mode has no stop loss, it is not an option. Once you have chosen the risk mode, our Brokerage Plus Module will send the order to the Simulator or your Brokerage Account, including Holly’s stops, targets, and timed exit parameters.
Once executed, your trade will be displayed in the Positions Tab of Brokerage Plus.
The Trade Size will depend on your Trading Instruction settings in the Holly AI Tab within Brokerage Plus.
In addition to applying Holly’s conservative or moderate exit parameters, you can also select your own One-Click-Trading Strategies from the right-click menu.
Holly One-Click-Trading:
Holly Chart Trading:
Send XYZ to…
The Send to Feature that you can access via right-click into the AI Strategy Trades Window, enables you to lookup more info for a stock, add it to a watchlist, or share it with others.
You can send the chosen symbol to a chart window, a single stock window, to Twitter, or the Web. By selecting Send to Web, you can find info about the stock on Yahoo Finance, Finviz, and many other web-based platforms.
Lastly, you can send the stock symbol to one of your symbol lists or create a new symbol list.
This is particularly helpful if you would like to bookmark the stock and continuously monitor it independent of Holly.
To learn more about Symbol Lists, head to the Symbol List section.
For more details about the Send to Feature have a look at this section
Symbol Linking
Most Trade Idea Windows, including Alert, Top List, Multi-Strategy, and Compare Count Windows as well as the Holly AI Windows, RBI, GBI, and Price Alerts can be symbol-linked to a Chart or Single Stock Window.
This means that when changing your windows stock symbol, your symbol-linked Chart or Single Stock Window will automatically change as well, and display the specific stock’s data.
By default, all symbol-linked free-floating Windows belong to the blue, Link to All, Color Group.
By default, all docked Windows are assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
The assigned color group will always be displayed in the top left-hand corner of each window.
You can create up to 4 additional Linking Groups and by doing so, link selected windows to a specific Chart or Single Stock Window, which is very useful when monitoring various scans.
There are two ways to create a Linking Group:
Option 1
You can assign windows to a specific color group individually.
To enable symbol-linking for the AI Strategy Trades Window, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable symbol-linking for a scan, right-click into your window, select Symbol Linking, and choose a color from the dropdown. The selected window will now display the Color Group in the top left-hand corner.
To enable Symbol Linking for a Single Stock Window, right-click into it, and select Symbol Linking.
Then, add a Checkmark to the left-hand side of the Symbol Linking option.
To enable Symbol Linking for a Chart, right-click into it, select Properties, and then Symbol Linking. Now, add a Checkmark to the left-hand side of the Symbol Linking option.
Option 2
To establish a Linking Group for a number of windows at once, go to the Toolbar, open the Tools Tab, and select, Symbol Linking Groups.
The next window will display all the Optima windows currently in use.
By default, each free-floating window is assigned to the blue, Link to All, Linking Group.
By default, each docked window is assigned to the pink, Dock Window, Linking Group. In "Pink Mode" only the menu items contained in the indiviual dock respond to symbol changes.
To establish a new Linking Group, select the windows that will be part of the new Linking Group by adding a checkmark.
You can select all windows at once by choosing, Select All, at the bottom.
You can clear your selection by selecting, Clear Selected, at the bottom.
Once you have selected the windows, open the Link Groups dropdown in the top left-hand corner. Select a color for your new Linking Group, then choose, Set All Selected, to assign the windows.
All the selected windows will now display the color of the Linking Group you have assigned them to.
To see all windows that are assigned to a specific Linking Group, choose the Group Color from the Link Groups dropdown, then select, Filter By. To see all available windows, select, Clear Filter.
Once you have assigned the windows, select Close.
All the windows that you assigned to a Linking Group will now display the Group Color in the top left-hand corner.
Any Single Stock Window or Chart that has been assigned to the same Color Group will update accordingly, whenever you change a stock symbol in one of the other Linking Group windows.
Please note, that even when a Single Stock Window and Chart have been assigned to a specific color group, they will always also be linked to the Blue Color Group since this is the default Link to All Group. This means in turn that any window that is assigned to the blue linking group will be linked to all open SingleStock Windows and Charts.
Holly History: Signals in the Money
The Holly History Window enables you to switch between Holly's real-time and past trades. To access the function, right-click into the AI Strategy Trades Window and select one of the following three options:
History: Signals in the Money
The Signals in the Money Window allows you to see Holly’s past trades for the chosen time period ranked by long-term profit in percent with the highest return at the top and ending at 0%.
History: Signals out of the Money
The Signals out of the Money Window allows you to see Holly’s past trades for the chosen time period ranked by long-term profit in percent starting at 0% and descending into negative values.
History: All
The All History Window allows you to see all Holly’s past trades for the chosen time period ranked by long-term profit in percent starting at the highest percentage return and ending at the lowest percentage return.
Each option allows you to refine the results by selecting specific days or a time period for your review.
You can sort the output of these History Windows by specific columns. If I would like to, for example, see the highest profit in conservative risk mode for the last 30 days, just double-click the Conservative Profit column to sort by it.
To transfer the column entries into a spreadsheet, highlight the rows either by clicking and holding down your left mouse key while moving over the rows or by pressing the Control and A key on your keyboard. To copy your selection, press the Control and C key on your PC’s keyboard. Finally, press the Control and V key to paste the selected rows into your spreadsheet.
Go to the Toolbar, select Options, Layouts, and then Highlight grid row upon selection to highlight entire rows with one mouse click. If this setting is disabled, you can highlight single columns.
To learn more about Holly have a look at the following Nasdaq articles:
NASDAQ September 2021 AI Dashboard
NASDAQ August 2021 AI Dashboard
NASDAQ July 2021 AI Dashboard
NASDAQ June 2021 AI Dashboard
NASDAQ May 2021 AI Dashboard AI Dashboard
NASDAQ April 2021, AI Dashboard AI Dashboard
NASDAQ March 2021, AI Dashboard AI Dashboard
NASDAQ February 2021 AI Dashboard AI Dashboard
NASDAQ January 2021 AI Dashboard AI Dashboard
NASDAQ December 2020 AI Dashboard AI Dashboard
NASDAQ November 2020 AI Dashboard
NASDAQ October 2020 AI Dashboard
NASDAQ September 2020 AI Dashboard
NASDAQ August 2020 AI Dashboard
NASDAQ July 2020 AI Dashboard
Duplicate
To copy your current Optima Window, use the Duplicate function. Simply right-click into your AI Strategy Trades Window and select Duplicate from the dropdown.
You will get an exact copy of the current window, which you can modify while keeping the original window intact.
Duplicate into New Dock Window
To open a copy of a free-floating window in a new Dock, right-click into the free-floating window and select Duplicate into New Dock Window. An exact copy of your free-floating window will now be opened in a new Dock.
Duplicate into XYZ Dock
To load a copy of a free-floating window into an already open Dock, right-click into the free-floating window and select Duplicate into XYZ Dock, where XYZ stands for the Name of that particular Dock. An exact copy of your free-floating window will now be added to the chosen Dock.
You can choose to show or hide the Strategy Menu, which contains the Profit & Loss Top Menu on the top left-hand side of the window as well as the two filter options on the top right-hand side.
Simply right-click into the AI Strategy Trades Window and check or uncheck Show Strategy Menu.
Pinned
To keep a single Optima window on your screen permanently, even when switching layouts, or toggling through channels, right-click into the specific window, and select Pinned from the dropdown. The Pinned Feature, is available for all Trade Idea Windows, including Scans, Charts, Compare Count, and the Holly AI Windows.
Once a window is pinned, it does not follow the behavior of the other windows.
This is useful if you would like to include one or more windows of a channel in a custom layout, without saving the individual windows to the cloud first.
It is important to note, that this window will stay open until you decide to unpin it. When accidentally saved within a layout, It might load multiple times, when closing and re-opening this layout. At worst, you will have multiple versions of the window all running on top of each other in the same position. This can put a strain on system resources and drastically impact software performance. The pinning option should therefore be used very carefully and consciously. A window should always be unpinned after the desired action is completed.
To do this, right-click into the window and remove the checkmark on Pinned.
To see all pinned and unpinned windows, or to close them, go to the Toolbar, select Windows, and choose, Close All Unpinned, or Close All Pinned.
Actions - Sound Notifications
Whenever Holly enters a new trade, the entire entry row will flash, giving you a visual clue.
To enable additional Sound Notifications, right-click into the AI Strategy Trades Window and select Actions.
Check Play Sound in the new popup window.
Then click Set Up Sound.
The next window will display built-in sound options. You can choose an asterisk, a beep, exclamation, a stop, or text to speech. If you choose the Text-To-Speech, a female voice will call out each stock symbol that triggers. Further below, you can choose a custom sound from your local computer.
Once you have selected a Sound Option, click Play to test the audio. Use the Balance and Volume sliders to adjust the sound to your liking.
Hit Okay when you are done.
Columns
The columns can be reorganized via left-click drag and drop. The individual columns can also be extended or compressed by using your mouse.
To add more columns right-click into the window and select Columns.
The left-hand side shows the already listed columns, the right-hand side shows the columns that can be added.
Select additional columns by highlighting them with a left mouse click.
Click the arrow pointing to the left to move them to the Selected Columns field.
To remove any of the already selected columns, highlight the column, then click the arrow pointing to the right.
Click OK when you are done.
Reentry Feature
If a stock rallies back up or down after Holly's Stop or Trailing Stop has been hit, she will re-enter the trade once the price reaches the halfway level between the stop price and her initial entry. Her initial Stop will stay in place.
You can see Holly’s Reentry Time and Reentry Price by selecting and adding the corresponding columns via the right-click Menu.
Symbol Plus Column
The Symbol Plus Feautre enables our users to condense some of the stocks's key data into one single column.
It is available in Alert, Top List and Multi-Strategty Windows, as well as in the Premium AI Strategy Trades Window.
To enable Symbol Plus, right-click into the header of the symbol column of your scan.
A dropdown with the following options will appear:
The option Normal will display the following info in the symbol column:
The option Logo Only will display the following way:
The option No Logo will display the following info in the symbol column:
The option Symbol/Logo will display the following info in the symbol column:
The option Off will show the traditional symbol column.
Save as Default
You can save a window and its configuration as the default version of this window type by right-clicking and choosing Save As Default. Whenever you now open a new window of this type from the New Tab of your Toolbar, the window configuration that you saved as default, will load.
The Load Window option, which you can find in the File Tab of the Toolbar, provides access to all the default versions of your Optima windows. The default layouts of your Chart, Single Stock, Brokerage Plus, and AI Windows are saved in the TradeIdeasPro folder on your local computer.
Segments
Holly consists of three Segments, namely Holly Grail, Holly 2.0, and Neo, who all employ different strategies. To switch to a specific Holly Segment, select Segments and make your choice.
Holly AI Auto-Trading
Our Brokerage Plus Module allows you to auto-trade Holly’s strategies via the Holly AI Tab.
You can auto trade Holly in our Simulator, in a participating Broker's Simulator, or in your Live Account at a participating Brokerage. The three different setups will be discussed in the Brokerage Plus Connect Tab section.
Before attempting to auto trade in your Live Account, you should thoroughly familiarize yourself with the Optima Software, the workings of Holly as well as with trading and order execution in general.
Be sure to read our EULA, and in particular section XII. Simulated Performance Disclaimer for OddsMaker & System {“HOLLY”)