Integrated Investor Screens

Last modified 22:21, 2 Nov 2012

Work Page Screens

In Your SOFTWARE the basic working platform is always a single, active work page displayed in the main software window.

The main window will always have a common Menu Bar and Tool bar at its top margin, and can have the Page Monitor displayed or hidden along its right margin.

Any number of work pages can be open at one time, but only one will be the active work page. The currently active work page can be selected from either the Page Monitor list, or from the Window drop down menu in the Menu Bar.

Typical Work Page

Below is an example of a typical work page. There are a number of different types of pages depending on which function is currently active in the work area.

The example below is a price chart, but many of the user interface components, for example the Page Monitor, Windows controls, Navigation bar, Function bar, etc., are common to many work pages.

In addition, many system functions, for example Symbol Search and Printing, are common to many different types of pages, see Shared Utilities for more information.

Typical Integrated Investor Chart Page Screen

Below is an example of a typical Software work space.

The Software specific tool bar is displayed underneath the menu bar.

The Page Monitor is displayed on the right margin, and the Navigation Bar is displayed on the left.

The work area, displaying the currently active work page, in this case a price chart, is in between. A function bar, specific to the type of active work page, displays in the upper margin of the work area and navigation bar.

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The following paragraphs will describe and explain all of the common screen elements.

Title Bar

The Title Bar identifies the program as Your SOFTWARE and describes what is currently open in the work area.

Menu Bar

The Menu Bar resembles a standard Windows menu bar, but each drop-down menu contains Your SOFTWARE commands.

A full description of the Menus and the commands contained in them are explained later in the Menu Bar section.

Tool Bar

The Tool Bar commands contain the primary tools used in Your SOFTWARE.

A full description of each tool's drop-down menu and the commands contained in them are explained later in the Tool Bar section.

Function Bar

The Function Bar contains all of the tools used in by the current feature being worked on in Your SOFTWARE.

In this example the charting function bar is deployed. Each Software feature has a slightly different function bar; usually they share some common functions, while other functions are specific to that particular feature.

A description of a typical function bar, and commands that are commonly found in them, is in the Function Bar section.

Each Software feature has a section describing its particular function bar and the specific components contained in it.

Display Controls

The standard window display buttons (Minimize, Maximize/Restore, Close) are in the extreme right hand corner of the active window.

Controls to Hide/Show the Navigation and Page Monitor Bars are nearby. The work area's Close button is also located here.

Page Monitor

The Page Monitor bar is displayed on the right margin of the work area, and shows all the work items currently open in the work area.

Note that the current page is highlighted in blue, and that the icons to the left of the words indicate the type of page that is open.

In Your SOFTWARE Quote Pages, Price Charts, Portfolios, Scans, System Tests, Alerts, and various Reports can be displayed.

Clicking on either the words or icon will open that page in the work area.

Access Panel

This multipurpose display area displays details of currently selected tools, such as Indicators, Hi-Lites and Drawing Tools, or processes, such as data requests. It also contains a list of all Quote Pages.

Tools that are commonly used can be grouped into a Favorites panel for more convenient retrieval and use.

For more information, see the Access Panel topic in the Shared Utilities section.

Remote Action Monitor

The Remote Action Monitor displays a graphic when Your SOFTWARE downloads or updates its data.

More information is available from the Remote Action Panel display in the Access Panel. The most detailed information about the data retrieval process is available in the Remote Action Window. It can be detached from the Remote Action Panel.

For a more detailed description and explanation, see the Remote Action Monitor, Panel and Window topics in the Shared Utilities section.

Work Area

The work area displays the currently active work page.

Work pages can be created using any of Your SOFTWARE's functions, for example Quote Pages, Scans, Scan Results lists, Chart Pages, Portfolio Accounts, etc.

All changes to work pages occur in active pages in the work area.

The changes you make to work pages can be saved, and later reopened.

Icons indicating all currently open work pages will appear in the Page Monitor, the page that is currently active in the work area will be highlighted. Replace the currently active page in the work area with any of the open pages by clicking on its icon.

Status Bar

The status bar provides current information on the status of your data connection.

Navigation Bar

The Navigation Bar, located on the left margin of the work area, is a convenient, integrated directory tool containing links to many user created pages, as well as lists of all available symbols that can be selected and applied to charts and quote pages.

The collapsible group structure allows quick access to any of these items.

The Navigation Bar can display up to seven groupings and a search function.

Symbol Tree

Each of the seven groupings in the Navigation Bar has a Nav Bar button.

Click on the button and the group's sectors or symbols are displayed beneath it. In some instances, a Symbol Tree displays all available symbols in a hierarchical tree based on markets and market sectors.

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