Basic Tutorial 3 - Searching

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This tutorial will walk you through the steps of customising the default Live Searches, creating new searches, and copying the system searches.

Note: All Tutorials are written for Free Trial users. Your Account may be slightly different.

Contents

Live Searches and TurboTrader

Step 1: Open the Basic Desktop and select the Highs Live Search

The ability to dynamically apply filters to the market has always been the most powerful offering of TurboTrader. With its evolution into TurboTrader Mach 2, what were known as Live Profiles have evolved into Live Searches, providing far more customisability and power than ever before.

To begin the Tutorial, open the Basic Desktop, and then activate the Highs Live Search.

How searching works

At its essence, Live Searches are a set of criteria defining what Assets to show and what to ignore, and can be as simple or as complicated as you like.

When you open a Live Search, these criteria are loaded from your Account and sent to our Live Data Service, which scans the entire market and provides a list of matches. As the market moves, the Live Data Service notes the changes that apply to your Live Search, and sends them off to your web browser, updating the display you see, adding new matches and removing old ones.


The Standard Volume Search

Step 2: Open the Search Configuration window, displaying the filter parameters for a Volume Search (long)'

The criteria behind the Highs, Mids and Specs are quite complicated, so we have provided a simplified interface to enter basic search filters and alter their parameters like price range, minimum ticks and Trade Safety. By default, this interface will be displayed whenever you configure a Search.

Window Menu

Bring up the Search Configuration window, by clicking the Window Menu icon (shown left) and selecting Change Search.

Search Templates

Rather than expect you to create all your own searches, we offer some preset Search Templates.

The various templates can be selected from the drop-down in the top-right of the Search Configuration window. Once selecting a template, you will be presented with the search filters it uses and their available parameters.

Change some of your search parameters (such as changing your Ticks Up Today value to zero), then click Apply down the bottom and close the Search Configuration window.


Saving the Search

Step 3: Save the Search

Once you've changed your search and applied it, the contents of the search will update to reflect the new parameters. Hopefully you'll see a few extra results show up.

The changes to your Highs search are currently active, but they are not saved. They only exist on your screen - if you want to keep the changes when you load the Highs search again, you need to save it.

Save Menu

Click the Save icon in the top-right of the search window (shown left) to bring up the Save Live Session window.

From here, you can rename the search, alter its comment text, and save it as a new copy if you wish.

For now, click Save to update the existing Highs Live Search.


Creating a new Search

Step 4: Enter and apply the Bluechips search parameters to a blank search

Search Icon For the next step in the Tutorial, we will create a new Bluechips Search from scratch, without using a Template.

First, drag the Search icon onto the existing Highs search, which will create a new, blank search.

Next, open the Search Configuration window.

Scroll down in the Available Search Filters list, until you come to Price Min/Max Yesterday. Notice when you hover your cursor over it, it will highlight and a green arrow will appear on the right. Click the filter to add it.

You'll see the From Price and To Price fields appear on the right. Enter 10 and 200 into the fields respectively.

Repeat this process with the remaining filters (as shown on the right). Notice how Volume Flags and Trade Safety don't show any fields; this is because they're not customisable.

Click Apply and (depending on how the market is doing) you should see some results show up.

Save Menu

To save the new Live Search, close the Search Configuration window and click the Save icon. Give it a reasonable name like 'Bluechips' and a basic comment, then click Save As. The title of your Live Search will change, and it will now appear in the drop-down Search menu.


Creating a custom Market Movers Search

Step 5: Customise the Movers - % Gain system search
Step 5b: The Movers - % Gain system search, showing the whole market
Step 5c: A new Movers - % Gain user search, with a better price range

The Market Movers are what are called 'System' searches. They are made available to all subscribers on a read-only basis, which means you can't save over them with your changes. You can, however, make temporary changes to them while they are loaded, but this can grow annoying if you often make the same changes to the price range.

First, locate the Movers - % Gain search from your Search menu. It will be highlighted with a blue globe, signifying its 'applies to everyone' status. Drag it down over your new Bluechips to replace it in the display.

This particular Movers search shows the top twenty Assets that have the highest percentage movement.

Altering the Search

For this step, we don't need to bring up the Search Configuration window, as all the parameters are already available from the Search Controls bar.

We want to narrow the price range, so enter some more reasonable values: a minimum of 1 and a maximum of 10. When you've entered the numbers, press enter (or click away) to apply them.

A rush of additions and removals will follow, and once they clear you'll see the top twenty Assets that have increased the most within that price range.

Making a Copy

Now that your Market Mover is showing a more reasonable price range, you'll want to save it so it shows the same range the next time you open it. You can't edit 'System' Searches though, because they're available to all subscribers, and you don't want to tread on each others toes.

Save Menu Click Save to bring up the Save Live Session window. Give the altered Market Mover a change in name or comment, so you can tell them apart, then click Save As to add it to your Search menu.


Cleaning Up

Step 6: Utilise the Delete menu to remove old Searches
Step 6b: The Delete confirmation window

As part of this tutorial, you've created two new Live Searches - a Bluechips search and a Market Movers - % Gain between $1 and $10. If you don't want to keep them forever, you probably want to know how to delete them from your Search menu.

Delete Icon Click the Window Menu icon in the top-left of an opened Search. If it's not a 'System Search', you'll have a Delete option available.

Clicking Delete will present you with a simple window, asking whether to keep or delete the targeted Search. Selecting Keep (or clicking on any of the faded area) will cancel the deletion. Only clicking on the Delete button will remove a search from your Account.

Whether you delete or keep the searches you've created is entirely up to you.



This completes the third Tutorial on using TurboTrader.

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