Equities Platform Questions

Equities Platform Questions

How do I change my username and password?

Log in to the TradeStation Client Center and select the Customer Profile tab.  Then select Security & Passwords from the left menu.  From there, you can update your username and password.

How do I add exchanges to my account?

You can make changes to your data services directly from the website in the Client Center.  Once you’ve logged in to TradeStation Client Center, click on the “Add/Remove Optional Data Services” link in the Quick Links menu.

When will I be billed each month? Can I get a credit for partial months?

TradeStation bills recurring charges at the beginning of the month. If a data subscription is active on the first day of a month, you will be billed for a full month’s subscription. Requests to cancel or close an account or service must be received before the end of the month to avoid charges for the following month.

What do I do if I want to temporarily suspend trading using TradeStation?

If you wish to suspend your trading for a period of time, you may request to have your platform suspended, which requires an email from the email address we have on file, a fax, a letter or a phone call to our Client Services department. Suspension requests must be received prior to the first day of the month to avoid any recurring charges. For non-brokerage accounts, suspensions can be set for a total of three months in a 12-month period.

What software do I need in order to place trades?

The TradeStation platform allows you to trade all stocks and equity options on the major exchanges (NYSE, AMEX, NASDAQ, CBOE, etc.).  The TradeStation Web Trading and TradeStation Mobile apps also allow you to place trades in your account(s).

How do I apply an indicator to a chart?

To apply an indicator to a chart, follow these steps:

  1. Along the top of the platform, select Insert, and then select Indicator from the menu. You may also right-click on the background of a chart and select Insert Analysis Technique from the menu.
  2. Select an indicator.
  3. To format the indicator before you insert it, select the Prompt for Format checkbox. Otherwise, clear the checkbox to apply the indicator using its default values.
  4. Click OK.
  5. In order to enable alerts, right-click the analysis technique and select Alert from the shortcut menu.
  6. Select the Enable Alert option for the type of messaging you want to use.

Note: The drawing objects that support alerts are Andrews Pitchfork, Fibonacci Tools (except the Price Retracement Calculator and Speed Resistance Arcs), Gann Fann, Horizontal Line, Vertical Line, Regression Channel, Time Cycle, and Trendline.

How do I stop the sound alert from continuously beeping?

If you do not want the alert to be set in this manner, you can set it to play once instead of play continuously, by following these steps:

  1. Right-click on the chart and choose “Format indicator.”
  2. Once in the Format Indicator dialog, click on the Alerts tab. At the bottom of this dialog, check either “Alert once” or “Alert once per bar.”

Note: Once this is disabled you will need to go back into the indicator and re-enable the alert.

How do I enable and disable non-strategy orders and positions arrows in a chart?

By default, TradeStation will automatically display filled positions arrows in a chart. In order to disable these filled position arrows, follow these steps:

  1. Right-click the drawing object and select “Format drawing objects name.”
  2. Select the Alerts tab.
  3. The available alerts depend on the type of drawing object you have plotted in your chart.
  4. Choose the type of messaging that you want to use.

For more information on account orders and positions, select Help along the top of the platform, then select TradeStation Platform Help from the menu. From the Index tab, type the keywords, “Account Orders and Positions.”

How do I view a Strategy Performance Report?

After placing a strategy on the chart, select View along the top of the platform, then select Strategy Performance Report from the menu.

How do I select different chart data intervals?

A data interval represents the amount of price action within a bar (from the open to the close) and is expressed either in terms of time (1 minute, 30 minute, daily, etc.) or trading activity (tick count or volume). For example, in a daily chart each bar interval represents the price action of one day – the bar opens in the morning with the beginning of the trading session and closes at the end of the trading session in the afternoon, and so on for each bar. However, you can use any interval for your chart, including non-time-based intervals. There are three types of data intervals: time-based, tick-based and volume-based.

For a detailed description of the different symbol intervals, you can bring up the TradeStation software and go to Help along the top of the platform, then to TradeStation Platform Help in the menu. Under the Index tab, type the keyword Chart Analysis Window and select the subtitle called, “DFormatting.” Then read the section titled “Select Interval (activity and time types).”

The quickest way to change a chart’s data interval is to use the command line, once you have the chart open. In the Command Line from the Chart Analysis toolbar, you can type in the examples below:

  • If you want each bar in the chart to represent 10 ticks, you will type 10 tick and press the Enter key on the keyboard. The chart bar will now comprise 10 ticks per bar.
  • If you want each bar to represent 5 ticks, you will type 5 tick and press the Enter.

    This can also be done to change Intraday (time-based) bar charts.

  • If you want each bar in the chart to represent 5 minutes of time you will type 5 min and press the Enter key.

    Now each bar in the chart comprises all of the price ticks that occurred during every consecutive 5-minute interval.

    This can be done to change each bar in a chart to represent daily, weekly or monthly time intervals.

  • If you want each bar to represent an entire day of data, you type the word daily and press Enter. For each bar to represent a week, you would type weekly, and for each bar to represent a month, you would type, monthly.
  • If you want each bar to represent an entire day of data, you type the word daily and press Enter. For each bar to represent a week, you would type weekly, and for each bar to represent a month, you would type monthly.
  • If you want each bar to represent a specified amount of volume, you will type the desired share/contract size followed by the word share and then press Enter on your keyboard. For example, if you want each bar to represent 1,000 shares/contracts, you would type 1,000 share and press Enter.

What does the VWAP (Volume Weighted Average Price) mean?

In the Matrix window, VWAP consists of a marker to the left of the price at which the majority of a given day’s trading in a given security took place. VWAP is calculated by adding the dollars traded for the average price of the bar throughout the day (“avgprice” x “number of shares traded” per bar) and dividing the total shares traded for the day.

How do I back up my data files?

Export your custom EasyLanguage® work using the steps listed below:

  1. Go to File along the top of the platform, then select Import/Export EasyLanguage from the menu to open the Import/Export Wizard.

    Note: You can also double-click an EasyLanguage document file to open the Import/Export Wizard.

  2. Select the option “Export EasyLanguage Documents file (ELD).”
  3. Click Next.
  4. In the Analysis Type drop-down list, select the category that you want to export.
  5. Choose the analysis techniques and/or strategies you want to export and move them to the right-hand side.

    Tip: You can open several analysis techniques or strategies at once.

  6. Repeat steps 4 and 5 until you select all the analysis techniques and/or strategies that you want to include in the Archive file. You can select a different category at this time if you wish.
  7. Click Next.
  8. In the “Select the location of your EasyLanguage file” box, enter the appropriate path and file name (for example, C:\My Analysis Techniques\Indicators.eld).
  9. Click Finish.
  10. When the exporting process is complete, you will receive an “Export Successful” message. Click OK.

    Note: All functions referenced by exported analysis techniques and/or strategies are automatically included in the exporting process.

You should also use the TradeStation Backup feature to back up other various TradeStation files to a single TradeStation Archive (.tsa) file.

  1. Use the File – Backup/Restore TradeStation – Backup TradeStation menu sequence.
  2. Select one of the pre-installed backup configurations, or click New to create a custom backup configuration.
  3. In the list of components, place a check in Status box for a component to include it in this backup, or leave it unchecked to exclude it.
  4. Click Start Backup to start the backup process. Note: During the backup process, you will be disconnected from the TradeStation Network, and you will be unable to access your work, so you will need to schedule this appropriately.
  5. A warning dialog will appear, informing you that TradeStation will be inaccessible while the backup is running. Either click Continue or let the countdown timer run out to start the backup, or click Cancel to cancel the backup.

How do I download to a laptop or second computer?

You are allowed to download and install the program on a second computer. However, each user account allows only one login at a time. You cannot log in to TradeStation from two separate computers at the same time under the same user account. This would require obtaining two user accounts.

To download the platform, go to the Download page. Enter your username and password and click on the “Download” button for the version of the software you want to use.

How do I cancel an order?

Unexecuted orders will automatically cancel (expire) when the duration of the order ends. For example, if you send the order with a duration of 3 minutes, it will automatically cancel if it is not executed within 3 minutes. If you send the order as a day order, it will be canceled at the end of the core trading session (usually 5 p.m. ET) if it is not executed prior to such time. Unless another order duration is designated, all orders will be day orders. You may also cancel an order manually before the duration you set by either clicking the “Cancel” button in the Order Bar or by right-clicking on the order in the TradeManager and selecting to cancel the order. Other features are also available to let you cancel all open orders for a particular symbol or all open orders for all symbols.

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