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

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

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.

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.

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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

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

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.

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

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”)

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