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OmniTrader Feature Requests
Trade Plan Refresh?
8 replies, 1283 viewings
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OmniTrader Upgrade Forums
OmniTrader Feature Requests
Trade Plan Refresh?
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Last Activity 7/28/2024 12:06 PM 8 replies, 1283 viewings |
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John J Veteran   Posts: 272 Joined: 8/3/2010 Location: Leduc, AB  User Profile |
If I happen to update a TP under Edit->Trade Plan, it won't update any strategy which uses this TP as well. If I want to use the latest TP update in the strategy, I have to first deselect it and then reselect it under Trade Plan Source. This is usually not a problem if there's just one strategy. However, with ATM one may have for instance 10 strategies. If I want to use the very same updated TP in all of them, the repeated deselect/reselect gets tedious. Would it be possible to incorporate a refresh button as described below? [Edited by John J on 6/25/2018 3:57 PM]  Attached file : Capture.JPG (110KB - 576 downloads) | |||||
| Jim Dean Sage   Posts: 3022 Joined: 9/21/2006 Location: L'ville, GA User Profile |
Glad you mentioned this. I never noticed that “what seems natural” wasn’t happening, since I normally rename with Save As when I change things. [Edited by Jim Dean on 6/25/2018 3:59 PM] | |||||
| John J Veteran Posts: 272 Joined: 8/3/2010 Location: Leduc, AB User Profile |
Yes, what we see in the TP Editing Template is just a derivative of the original TP hence the heading "Based On". If they automated the refreshing, it wouldn't allow for derivatives of the original TP to exist (i.e. it would always get overwritten, which may not be desirable). [Edited by John J on 6/25/2018 4:10 PM] | |||||
| Jim Dean Sage Posts: 3022 Joined: 9/21/2006 Location: L'ville, GA User Profile |
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| John J Veteran Posts: 272 Joined: 8/3/2010 Location: Leduc, AB User Profile |
If you're unaware of this, I suspect there a lot of others being unaware.... [Edited by John J on 6/25/2018 4:58 PM] | |||||
| Barry Cohen Sage  Posts: 6338 Joined: 1/19/2004 User Profile |
That's by design. With the exception of OL code, strategies are supposed to be self contained, so that if you share a strategy you don't also have to share a trade plan. And as such, you are able to make a change to a strategy's trade plan separate from the global template.
I see your argument why this can be useful, but the way it is now is also useful. Imagine having 10 strategies using the same trade plan, but each has a different parameter or setting. Then you change the trade plan template, it updates all 10 strategies to now be the same. Even worse - you wouldn't even know what strategies changed. Of course, there could be added UI telling you which strategies would change, warnings, etc, & the trade plan code is very complicated, so a change like this could potentially lead to other issues.
You don't have to click a different trade plan. Just click the dropdown once & select the same trade plan. | |||||
| John J Veteran Posts: 272 Joined: 8/3/2010 Location: Leduc, AB User Profile |
I think you misunderstood. A Refresh button would ONLY refresh the TP displayed in the Trade Plan Source drop down window, which only applies to the specific strategy that it is attached to. So other strategies that use the same TP would be unaffected (eg. you would have to click the refresh button on each one of them). | |||||
| Barry Cohen Sage Posts: 6338 Joined: 1/19/2004 User Profile |
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| John J Veteran Posts: 272 Joined: 8/3/2010 Location: Leduc, AB User Profile |
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