Advanced Search Editor
TurboTrader's Live Search engine applies its search criteria to the market in real-time, but the default search templates expose only a fraction of its true power.
The Advanced Search Editor allows you to access the full capabilities of the Live Search engine, letting you describe your own detailed search parameters and see them come to life.
The parts of a Live Search
There are several key components that make up a Live Search, each working together to create the final list.
- Search Criteria: These define the conditions to be met before an Asset will show in the results.
- Results Sorting: These define how the results are sorted to limit the number of results displayed.
- Search Controls: These define the controls visible above the table that let you quickly adjust the search criteria in specific ways.
Search Criteria Basics
At the core of the Live Search engine are the Search Criteria. They determine which Assets to show and which to hide, and are applied across the entire exchange.
The drop-down in the top-left of the Advanced Search Editor sets how to match the criteria.
- All Of: Every criteria must be true before an Asset will show in the results.
- Any Of: A minimum of one of the criteria must be true before an Asset will show in the results.
Note: Most of the time you will use the All Of matching mode. Any Of allows you to build searches that meet multiple sets of parameters using Group Matching.
To add a new Criteria to the Search, click the green Add button along the top of the Search Criteria area.
This will add the default search criteria: Trading Code starts with A. You can then edit the Criteria to whatever you wish.
To delete a Criteria, click on the icon at the left of the new row to bring up the menu, and select Delete.
You can also Activate or Deactivate the Criteria from this menu.
The Live Search engine allows you to group criteria together, such that all of the sub-criteria must be met, or only a single sub-criteria must be met. To create a Criteria Group, add a new Criteria and change it to Group Matching by clicking on the row and using the left-hand drop-down. Look for the Group Matching section at the top, and pick the type of matching you wish to use:
- All Of: Every sub-criteria must be true before this criteria is met.
- Not All Of: At least one of the sub-criteria must be false before this criteria is met. This is the reverse of All Of.
- Any Of: A minimum of one of the sub-criteria must be true before this criteria is met.
- None Of: All of the sub-criteria must be false before this criteria will be met. This is the reverse of Any Of.
Applying and Testing the criteria
When creating a Live Search, we recommend building it up step by step, testing along the way. Use the Apply button in the top-right of the window to test how it works, refining it as you go.
Note: Always remember to Save your Live Search when you're satisfied.
Configuring Search Criteria
TurboTrader offers a lot of different options in choosing your search criteria. With roughly a hundred different fields to search on, and each with their own different parameters, there are a lot of options to choose from.
Once you've added a new Criteria, use the first drop-down to pick the value you wish to search on. From there you can pick the type of comparison you want, which are detailed below.
- Greater Or Equal To
- Less Or Equal To
- Greater Than
- Less Than
- Not Equal
- Contains: True if the left value contains the right value anywhere within it. Eg: ABCDEF contains BCD.
- Ends With: True if the left value ends with the right value. Eg: ABCD ends with CD.
- Length Equals: True if the length of the left value equals the right. Eg: ABC length equals 3.
- Length Greater: True if the length of the left value is greater than the right. Eg: ABCD length greater than 3.
- Length Less Than: True if the length of the left value is less than the right. Eg: ABC length less than 4.
- Length Not Equals: True if the length of the left value is not the right. Eg: ABCD length not equals 3.
- Starts With: True if the left value starts with the right value. Eg: ABC starts with AB.
- Has Value: True if the left has a value. Eg: In Last Traded Price has value, the criteria is true if the Asset has recorded an on-market trade.
- Has No Value: True if the left does not have a value. Eg: In Auction Price has no value, the criteria is true if there is no Auction Price.
Once you've picked the comparison you want, you can select the right-hand value of the criteria. The Live Search engine will compare the two using the comparison operator you've selected.
The right-hand value can be either a static value (Eg: 4, or 'A'), or the value of another field. TurboTrader will give you a list of all the values that make sense to compare with.
Some values have additional options against them that let you fine-tune the exact value you wish to work with.
- Numeric values will provide a modifier directly below, which lets you add, subtract, divide or multiply the value before performing the comparison.
- Many values will let you pick the number of days ago to retrieve the value from. For example, the Opening Price can be Today, Yesterday, or up to four days ago.
- Charting or Statistical values will let you configure their parameters. For Moving Averages, you can enter the number of days to use for the period, the type of Moving Average, and the source value (Close, Volume, etc).
TurboTrader supports some advanced features, including Regular Expressions, in its Live Search engine.
For more information on the Regular Expression format supported by TurboTrader, visit the MSDN website which details the syntax.
When your search criteria match more than the maximum number of Assets, Result Sorting comes into play. This limits the number of Assets visible in your list to a manageable amount, and it does so by sorting the entire market based on the field you select and picking the first (or last) results. This feature is used to great effect in generating the Market Movers searches, by sorting the market on the percentage change and limiting it to 20 results.
To configure the results sorting, use the Sort Matches bar at the bottom of the Search Criteria area. This lets you select the field to sort the market on, whether to sort in ascending or descending, and how many results to display.
Note: A field that has no value will not show up regardless of your sort order or number of matches. Eg: If you sort on the Auction Price, only Assets with an Auction Price will show up - the rest will be automatically filtered out.
Search Controls let you tweak parts of your search criteria from the main interface, letting you adjust the severity of your search.
These controls are not currently user-editable, however this will change in the near future as the platform grows.
Tips and Tricks
Some tips to keep in mind as you use the Advanced Search Editor:
- Each row represents one search criteria.
- Selecting a row will expand it to enable definition of its various parameters.
- To enter numeric or text values, type the value in the box then press keyboard Enter/Return or click somewhere else on the page.
- The left-hand side of each criteria has a menu to De-activate or Delete.
- Save the Search regularly during configuration.
- When starting a search, get the basic criteria working first (e.g. the price range) then Apply it, ensure that results are appropriate, then Save it. Gradually add more search criteria.
- To copy and extend your searches, open an existing search in a new floating window. Use "Save As" to provide a different name, then do further configuration.
- View the Search Configuration of an existing system search to replicate some of the more complex criteria, e.g. Trade Safety.
- Most searches need only one "grouping", usually "All of" meaning that each condition in the group must be met.
Most Importantly: Be careful to not create a search that is too narrow. By the time an Asset meets your strict criteria, it might already be too late to invest.