OmniVest Developments
OmniVest News
OmniVest Changes 8/10/2016
35 replies, 3028 viewings
|
OmniVest Developments
OmniVest News
OmniVest Changes 8/10/2016
|
Last Activity 2/20/2018 9:38 AM 35 replies, 3028 viewings |
|
|
| Printer friendly version |
Ed Downs Elite    Posts: 645 Joined: 2/7/2007 Location: Austin, Texas  User Profile |
Changes were deployed yesterday that have generated more than a few comments in the Forums! My apologies for the sudden change - I definitely should have made an announcement before it went live. I wanted to come on this morning to explain why the changes were made. We are open to feedback and can adjust things as requested. First, here's why the change was made... We have 2 versions of OmniVest - the original and AutoVest. The changes you see are the result of pulling the AutoVest version over. However, we reviewed the feedback this AM, which was good, and have already decided to do the following: 1. Provide a "Printable View" on Settings so you can see all the settings and print them out or capture them. 2. Revert the Trades Page back to the "full view" rather than "tabbed view". A few points that may help... A. The Portfolios page was eliminated because all the same information is now in Explore Portfolios. In fact, it's better because it's sortable and shows additional statistics. Hopefully users agree! B. The Strategies page is now called "Strategy Library." You can still build Portfolios from Strategies by going there. Strategy Lab still works as before. We have no plans to change any of that. We think the primary benefit of the change is the "menu" across the top, that flows from Explore to Account. This is for the benefit of new users. Other changes are designed to clean up the platform, again primarily for new users. HOWEVER, we are glad to make the above adjustments quickly as a result of your good feedback and will continue to do so in coming weeks. We want the platform to work well for all users. Ed Downs | |||
| Mark Holstius Elite Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL User Profile |
I think we all appreciate that this new layout could be easier for a newcomer, but if this the correct thread to suggest things I have a request for the new Explore Portfolios page. The sorting capability is nice, but the sorting dropdown list doesn't allow for an easy way to find a particular Portfolio without the ability to sort by name. I think it also might be more "user friendly" if it followed the order of the presentation of statistics across the header row & allowed for sorting on all those statistics...??? Thanks for being open to suggestions, Mark [Edited by Mark Holstius on 8/13/2016 11:33 AM]  Attached file : Portfolio Sorting.png (179KB - 946 downloads) | |||
| BrianD Legend Posts: 302 Joined: 2/23/2013 Location: Grand Rapids, MI User Profile |
Cannot modify existing Accounts - one early on suggestion from Nirvana was create a 'base' account, never delete and build from it (and maybe Import settings from) especially for Portfolio Balancer created accounts. I cannot understand how to access any Accounts now. If I select an existing account and go back to Configure account, I'm presented your default account settings, and the last built account's portfolios. - If pushing the new menu flow, at least allow users to set their personal default account settings instead of your defaults. Forced default account settings forces everyone to repopulate personal account settings over and over. If I remember correctly, the Import button was created to help address the specific problem in the past. Keeping the ability to alter simulation Start and End dates is important, to me at least. I believe most power users liked to vary simulation dates? - Maybe put a simulation Start and End dates tab on Settings? Glad to expound further why these provide value. | |||
| Barry Cohen Icon  Posts: 1844 Joined: 10/11/2012 User Profile |
This should be getting added back, probably today/tomorrow. | |||
| BrianD Legend Posts: 302 Joined: 2/23/2013 Location: Grand Rapids, MI User Profile |
| |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
| |||
| Steve2 Elite Posts: 750 Joined: 10/11/2012 Location: Annapolis, MD User Profile |
Could you say a little more about the objective for doing this. Is the objective to have a single code baseline for both AutoVest and OmniVest or were you just trying to pull over some features that had been implemented for TradeKing and you will continue to maintain two baselines. It's useful to know this so we can make more helpful suggestions. Steve | |||
| Steve2 Elite Posts: 750 Joined: 10/11/2012 Location: Annapolis, MD User Profile |
While the old Trades page has been restored, it doesn't contain any Current Price data. The Current Price for all open positions is $0.00 and Current P/L % is -100.00% Account is "IB Live MH ETF LS" Steve | |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
Attached file : SteveF.jpg (76KB - 271 downloads) | |||
| Steve2 Elite Posts: 750 Joined: 10/11/2012 Location: Annapolis, MD User Profile |
I logged out, restarted the browser (Firefox), and logged back in and the price data was displayed correctly. Before, I had just started up the browser and logged in and the price data wasn't there so maybe there is some intermittent issue. Will keep an eye on it. Steve | |||
| BrianD Legend Posts: 302 Joined: 2/23/2013 Location: Grand Rapids, MI User Profile |
Thanks, | |||
| Steve2 Elite Posts: 750 Joined: 10/11/2012 Location: Annapolis, MD User Profile |
Steve | |||
| Mark Holstius Elite Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL User Profile |
I'm using Chrome & will update this post if I find I can get them with another browser. Mark [Edited by Mark Holstius on 8/13/2016 11:37 AM] Attached file : No Historical Positions.png (317KB - 999 downloads) | |||
| Mark Holstius Elite Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL User Profile |
I show no Trading Metrics on the Accounts page, but I can get The Metrics and the trades (either the "Top 100" or "All Trades") by using the "Export" function... Mark [Edited by Mark Holstius on 8/14/2016 6:16 AM] Attached file : Account Export.png (206KB - 952 downloads) | |||
| Bruce Britt Regular Posts: 81 Joined: 10/11/2012 Location: Louisiana User Profile |
I hope not, because I have found this capability to be very helpful for building and testing portfolios on specific date ranges and extended timeframes. Am I missing something? -Bruce FOLLOW-UP > After posting the above, I found the date adjustments under Exposure - still looking for how to change "Trade Starting Balance" [Edited by Bruce Britt on 8/14/2016 5:10 PM] | |||
| Eric Severance Member Posts: 23 Joined: 10/11/2012 Location: Incline Viallge, NV User Profile |
And really need the date range ability (why buried in exposure?) Thx Eric [Edited by Eric Severance on 8/15/2016 10:07 AM] | |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
Mark, I'm not seeing this issue. Do you still? If not, perhaps it only occurs on the weekend? | |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
The Simulation Starting Balance field got lost in the site update. We need to add it back. Trading Starting Balance & Trading Current Balance are there & have not changed (the Trading Starting Balance is only entered during account creation). | |||
| Mark Holstius Elite Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL User Profile |
I tried deleting all my cache(s) and tried Chrome, Firefox, and Safari (also rebooted my Mac after all that) and I'm still getting no Historical Positions. Am I the only one with this? Can others chime in if you're having a problem or not please...??? Thanks, Mark [Edited by Mark Holstius on 8/15/2016 3:46 PM] Attached file : No Historical Positions Monday.png (282KB - 830 downloads) | |||
| SteveL Veteran Posts: 189 Joined: 10/11/2012 Location: Boulder, CO User Profile |
I sometimes do and sometimes don't get Simulated Historical Trades in my "Tradable" accounts. But I don't get ANY Simulated Historical Trades in my "NON-Tradable" accounts. Did we use to get Simulated Historical Trades in "NON-Tradable" accounts? When you posted a short while ago, I went to my Tradable accounts, and no simulated trades were displayed. So, I logged out, and then logged in. And, simulated trades are now displayed, but ONLY in my Tradable accounts. | |||
| SteveL Veteran Posts: 189 Joined: 10/11/2012 Location: Boulder, CO User Profile |
| |||
| John W Elite Posts: 654 Joined: 10/11/2012 Location: Sydney, NSW, Australia User Profile |
[Edited by John W on 8/15/2016 4:32 PM] | |||
| Barry Cohen Icon Posts: 1844 Joined: 10/11/2012 User Profile |
| |||
| Mark S Regular Posts: 56 Joined: 10/11/2012 Location: Barrington, IL User Profile |
| |||
| Mark Holstius Elite Posts: 744 Joined: 10/11/2012 Location: Sleepy Hollow, IL User Profile |
Thanks - but it's happening on all my Accounts and only 1 has anything with a condition on it so I don't think you need to go down that path. And thanks to everyone else for posting their experiences with it too. Mark [Edited by Mark Holstius on 8/15/2016 5:57 PM] |
|
|
|
|
Administrator
Forum Moderator |
Registered User
Unregistered User |
 E-Mail this thread to a friend |
Toggle e-mail notification |
