features

Portfolios

The portfolio object is a spreadsheet with many characteristics in common with the quote page object. The key difference is that the portfolio contains only instruments in which the user has an open position. Each row of the portfolio spreadsheet represents an open position in a particular instrument. A position may be long or short, cash or on margin. The portfolio object performs a variety of accounting functions to show the gain or loss in each position and the total gain/loss of the portfolio as price updates are received.

Placing Trades

The Journal Entry and Trade Enter methods described above are used to add or close out positions in a portfolio whether all of the information needed such as the fill price, commission amount, etc. are at hand. Investor/RT also permits entry of trading orders that have not yet been confirmed. Entering a trading order does not add a position to the portfolio.

placetrade

Multi-Linking

Multi-Linking is the term used in Investor/RT to refer to changing the setup of various chart windows simultaneously to show a different instrument. More generally, multi-linking can also change the ticker symbol for NASD Level II windows, Quick Quote windows, and Time and Sales windows.

NASDAQ Level II Screen

See Also: NASDAQ Level II Preferences

NASDAQ Level II windows in Investor/RT show the current bid/ask and bid/ask sizes for each market maker for a particular NASDAQ stock. The window updates tick by tick as trades occur and as level II data arrives on the data feed. Current market data including the bid tick indicator are displayed at the top of the window.

level2

Investor/RT Help

Investor/RT has a built-in Help system containing detailed documentation of the program's many features and capabilities. Each page of information in the Help system is "hyper-linked" or cross referenced with related pages. The Help information may be searched by topic and keyword by clicking the "Search" button at the bottom of the window.

help

Groups

Groups: Organizing Charts, QuotePages, Signals & More

A Group is simply a named collection of objects and (possibly) other groups, called subgroups. Objects are things you work with in Investor/RT, e.g. charts, quotepages, scans, signals, custom indicators, preset, etc. Groups give the Investor/RT user a facility for organizing collections of objects into named categories and subcategories. Instead of going through a list of 200 chart names looking for the one you want, you can setup one or more groups with appropriate names to hold shorter lists of charts.

Pages