OmniVest Forum : OmniVest News : OmniVest Changes 8/10/2016

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OmniVest Developments OmniVest News OmniVest Changes 8/10/2016		Last Activity 2/20/2018 9:38 AM 35 replies, 3033 viewings

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Barry Cohen

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/18/2016 11:05 AM
Post #36229 - In reply to #36215

OmniVest account settings now have a Simulation tab & the Simulation Starting Balance has been added back. More changes to come soon.

Attached file : Simulation.jpg (33KB - 532 downloads)

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Steve2

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/18/2016 3:00 PM
Post #36233 - In reply to #36229

I would suggest you get rid of the Commissions tab and move Commissions under the simulation tab since commissions only apply to simulations. Will be less confusing this way.

Steve

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Steve2

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/18/2016 3:02 PM
Post #36235 - In reply to #36233

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.

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kmcintyre

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/19/2016 4:16 PM
Post #36254 - In reply to #36166

Please have someone run Windows 10 in high contrast mode and make sure the web application is useable. For instance, the highlight showing which account is currently selected doesn't work in HCM. (I do appreciate the Account: field at the top of the page that clarifies it...) The simulated equity curve should be white on black in HCM. Etc. I haven't checked all the nooks and crannies for other places where HCM might not work so well.

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.

Further, I have used Import settings a lot in the past. It appears to be deprecated. Too bad. But a report would make it easier to manually perform an Import Settings...

Thanks for your consideration.

Cheers

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Bruce Britt

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/20/2016 9:04 AM
Post #36259 - In reply to #36166

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

Thanks,
-Bruce

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Barry Cohen

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/23/2016 2:54 PM
Post #36277 - In reply to #36215

The issue with Simulated trades not showing is fixed. Now the Simulated trades will display when clicking the View All or View 100 Most Recent buttons.

Additionally, the old Portfolios page has been restored. It may be accessed by clicking Tools -> Portfolio Library.

Attached file : Simulated.jpg (22KB - 466 downloads)

Attached file : Portfolios.jpg (11KB - 473 downloads)

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BrianD

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 8/23/2016 8:44 PM
Post #36279 - In reply to #36277

Barry: Thanks for the fixes.

Any chance Stability and Consistency (the Explore Portfolio "Stats" view) will be added to the Portfolio Library? It would be nice to see these metrics based on our personal Test Settings.

[Edited by BrianD on 8/23/2016 9:12 PM]

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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.

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Barry Cohen

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 9/16/2016 4:53 PM
Post #36475 - In reply to #36166

The Import Settings from another Account feature has been restored.

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Barry Cohen

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 9/22/2016 3:41 PM
Post #36501 - In reply to #36475

The ability to view all account settings on one page has been added. Open the Settings form & click the new "Print" link on the bottom right to view the page, then you may copy the page or print it.

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Mark Holstius

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Subject : RE: OmniVest Changes 8/10/2016
Posted : 9/22/2016 5:14 PM
Post #36502 - In reply to #36501

That's an excellent format!

Many thanks,
Mark

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