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tms_quoteboard [2016/08/22 15:04] – [Alerts] mayatms_quoteboard [2019/09/11 12:21] (current) – maya
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-**This work is licensed under a [[http://creativecommons.org/licenses/by-nc-nd/3.0/deed.en_US|Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License]].** +This page has moved. Please visit the new __[[quote_board_tool|Quote Board manual]]__ and update your bookmarks.
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-====== PPro8 TMS Quote Board ====== +
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-Use the __[[ppro8_trading_platform_manuals|PPro8]]__ Quote Board Quote Board to view Level1 quotes for multiple symbols in a summary table. +
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-=====Open the Quote Board===== +
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-1. On the PPro8 toolbar, click **QuoteBoard**. +
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-{{ :qb_001.png?nolink |}}\\ +
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-2. The **Quote Board** appears. +
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-{{ :qb_002.png?nolink |}} +
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-=====Load Level1 quotes for multiple symbols===== +
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-1. Open the **Quote Board**. +
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-2. Click the **[Select a list]** menu, and then click a symbol list. +
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-3. The Level1 quotes appear for the symbol list in the local currency. +
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-{{ :qb_003.png?nolink |}} +
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-**Note:** to load Level1 quotes in the Quote Board, you must first create a list in the [[tms_symbols_list_editor|Symbols List Editor]]. +
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-=====Export Quote Board data===== +
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-  * To export **Quote Board** information into a CSV file, load a symbols list, and then click **Export**. +
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-=====Quote Board Customization===== +
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-To make changes to the Quote Board settings, right-click anywhere in the **Quote Board** to open the **Quote Board Customization** window. This window displays three main tabs on the left: Display, Color, and Alerts. +
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-====Display==== +
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-Use the Display window to adjust the display settings for the Quote Board. +
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-  * Click the **Display** tab to open the **Display** window. +
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-The Display window contains four sub-tabs: Line/Bars, Columns, Font, and Group Link. +
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-===Line/Bars=== +
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-Use the Line/Bars window to show or hide scroll bars, grid line, or the header. +
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-1. Click the **Line/Bars** sub-tab in the **Display** window. +
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-2. The **Line/Bars** window appears. +
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-===Hide an item from the Quote Board=== +
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-1. In the **Line/Bars** window, click an item in the **Selected items** list. +
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-2. Click the left arrow to move the item to the **Unselected items** list. +
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-3. Click **OK**. +
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-4. The item is hidden from the **Quote Board**. +
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-===Show an item in the Quote Board=== +
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-1. In the **Line/Bars** window, click an item in the **Unselected items** list. +
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-2. Click the right arrow to move the item to the **Selected items** list. +
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-3. Click **OK**. +
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-4. The item appears in the **Quote Board**. +
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-===Columns=== +
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-Use the Columns window to manage columns that appear in the Quote Board. +
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-1. Click the **Columns** sub-tab in the **Display** window. +
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-2. The **Columns** window appears. +
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-As in the above instructions for Line/Bars, all items moved to the Selected items side appear in the Quote Board, and all items moved to the Unselected items side are hidden, when the settings are saved. +
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-===Font=== +
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-Use the Font window to set the overall font for the Quote Board. +
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-1. In the **Display** window, click the **Font** sub-tab. +
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-2. The **Font** window appears. +
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-3. Click **Set Font**. +
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-4. The **Select Font** window appears. +
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-5. Click the font, font style, size, effects, and writing system you want to set. +
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-6. Click **OK**. +
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-7. In the **Customization** window, click **OK**. +
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-===Group Link=== +
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-Use the Group Link window to group the Quote Board with other windows, such as the [[tms_stock_window|Stock Window]] and [[tms_time_of_sales|Time of Sales]], by number. +
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-1. In the **Display** window, click the **Group Link** sub-tab. +
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-2. The **Group Link** window appears. +
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-3. Select the **Link window to group number** check box. +
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-4. Type the number of the window group you want to add the **Quote Board** to. +
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-5. Click **OK**. +
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-6. The **Quote Board** is linked to a window group. +
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-====Color==== +
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-Use the Color options window to set the colors for Quote Board elements. +
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-1. In the **Customization** window, click the **Color** tab. +
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-2. The **Color options** window appears. +
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-===Set a color=== +
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-1. In the **Color options** window, double-click a color box, for example, **Background color** for **Rows colors**. +
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-2. The **Sage color dialog** window appears. +
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-3. Click a color, and then click **OK**. +
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-4. In the **Customization** window, click **OK**. +
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-5. The color is set. +
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-====Alerts==== +
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-Use the Alerts window to set alerts for symbols based on specific criteria. +
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-1. In the **Customization** window, click **Alerts**. +
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-2. The **Alert Options** window appears. +
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-===Set an alert=== +
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-1. With a symbol list loaded in the Quote Board, select the **Display Alerts** check box in the **Alert Options** window. +
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-2. Click an **Alert Type**, click a **Condition**, and type a **Parameter** number for a symbol. +
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-3. Select the **Enabled** check box for the symbol, and then click **OK**. +
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-4. The alert is set. +
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-5. To reset an alert, click **Reset**. To reset all alerts, click **Reset All**. +
-=====Alignment Editor and Filter Option===== +
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-Use the Alignment Editor and Filter Option to align columns to the left, center, or right, and to set a filter for the Quote Board window. +
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-====Align a column and activate a filter in the Quote Board window==== +
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-1. Right-click a column heading, such as **Symbol**, **Market**, **Bid price**, **Ask price**, **Bid Size**, **Ask Size**, **Volume**, **Low**, **High**, **Last**, **Open**, **Close**, or **Open/Close %**, in the Quote Board window. +
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-2. The Alignment Editor and Filter Option appear. +
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-{{ :qb_align_001.png?nolink |}} +
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-3. In the Alignment section, click **Left**, **Center**, or **Right** to align the column left, center, or right. +
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-4. Click **Activate filter for Symbol** to set the filter option. +
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-5. Click a filter parameter option, type a value or values, and double-click the color boxes to set colors for the filter. +
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-6. Click **OK**. +
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-7. The column is aligned and the filter is activated for the column. +
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-=====Additional Notes===== +
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-=====See Also===== +
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-=====References=====+
tms_quoteboard.1471892677.txt.gz · Last modified: 2017/01/19 10:35 (external edit)