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Barry Cohen

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/25/2016 1:32 PM
Post #36317 - In reply to #36254

And also, any changes made to settings in the Simulation tab should NOT cause live trades to be regenerated since these settings only impact the simulation.


Well there isn't a way to recalculate Simulation only, that would be a big change. The real issue, & has been since OmniVest's inception, is that when using a TP, live opening orders that have not yet been executed to OmniVest are affected by account changes. We've discussed ways to improve it or at least warn the user, but we haven't done anything yet. I agree we definitely need a change for this.

I also will frequently import settings from an existing account. It would be nice if this capability could be restored.


It will be, only a matter of time.

Please consider an Accounts Setting report that pulls together all the various and sundry settings that are now spread across multiple tabs in the Settings dialog. I really like the new Settings UI, but it's harder to snag the settings for future reference.


This is on the list of things to definitely do as well to allow users to see all the settings on one form.
Deleting message 36317 : RE: OmniVest Changes 8/10/2016


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