Triage Account Tracker (for TradeStation)

Transcription

1 Triage Account Tracker (for TradeStation) Version: Requirements: beta TradeStation 8.4+ ( Triage Messaging ( Copyright 2010 Triage Corporation, Ltd. * 8.4 users please contact us for a special legacy ELD file. Introduction: The Triage Account Tracker application will send your account balances to any voice phone, SMS, , fax, instant messenger, RSS, Twitter or Facebook account. Simply install Triage Messaging -- that s all it takes to start sending TradeStation account balance reports at any-time and anywhere you go. Download: If you don t already have the Triage-Install.exe, then please download it at Setup and Installation: (1) Sign-up for a free account at (2) Run the Triage-Install.exe, and follow the install instructions. (3) You will see a $Triage_Account indicator in your indicator listing. (4) Add the $Triage_Account indicator to a chart, and set the parameters as described in the parameters section of this document. Quick Start: (1) Please make sure you are in Triage Messaging test mode (which can be set with the Triage Messaging program tray-icon on your Windows taskbar). (2) Insert the $Triage_Account indicator into any chart (but we recommend using one of the diagnostic symbols such as == CPU since it always updates once per second). (3) Set the input parameters to your desired settings. You can use the defaults to see it in action. (4) Wait for your account balance reports to trigger. (5) Check your TradeStation printlog or your message log in the Triage Messaging program. (6) If the reports are being sent to you as you expect, then set Triage Messaging to live mode and account balance reports will be sent to you at any time and wherever you go.

2 Sample Account Reports: AccountID Type Acct Equity Acct NetWorth Cash Bal Trade Buy Power Margin Requi SIM828816M BD $0.00 $2,110, $0.00 $8,302, $0 SIM828817F BD $1,099, $0.00 $1,099, $0.00 $0 SIM828818X BD $1,075, $1,075, $1,051, $0.00 $30,140 SIM828828M BD $0.00 $100, $0.00 $400, $0 SIM828829F BD $100, $0.00 $100, $0.00 $0 SIM828830X BD $100, $100, $100, $0.00 $0 AccountID Type Acct Equity Acct NetWorth Cash Bal Cost Of Pos Day Trade Bu SIM828816M RT $0.00 $2,106, $0.00 $127, $0 SIM828817F RT $1,036, $0.00 $1,099, $0.00 $0 SIM828818X RT $1,066, $1,066, $1,051, $0.00 $29,904 SIM828828M RT $0.00 $100, $0.00 $0.00 $0 SIM828829F RT $100, $0.00 $100, $0.00 $0 SIM828830X RT $100, $100, $100, $0.00 $0 Table Style Account Report ======================================== SIM828816M Info: Acct Equity = $0.00; Acct NetWorth = $2,110,300.00; Cash Bal = $0.00; Trade Buy Power = $8,302,404.20; Margin Required = $0.00; Overnight Buy Power = $4,082,343.00; Trade Equity = $0.00; Acct Equity = $0.00; Acct NetWorth = $2,106,771.00; Cash Bal = $0.00; Cost Of Pos = $127,608.00; Day Trade Buy Power = $0.00; Initial Margin = $0.00; Maint Margin = $0.00; Margin Required = $0.00; Overnight Buy Power = $4,079,022.00; Purchasing Power = $0.00; Realized PL = $0.00; Trade Equity = $0.00; Unrealized PL = $6,778.00; ======================================== SIM828817F Info: Acct Equity = $1,099,996.40; Non-Table Style Account Report ============================================================================================================== SIM M Info: Acct Equity = $0.00; Acct NetWorth = $2,110,300.00; Cash Bal = $0.00; Trade Buy Power = $8,302,404.20; Margin Required = $0.00; Overnight Buy Power = $4,082,343.00; Trade Equity = $0.00; Acct Equity = $0.00; Acct NetWorth = $2,106,386.00; Cash Bal = $0.00; Cost Of Pos = $127,608.00; Day Trade Buy Power = $0.00; Initial Margin = $0.00; Maint Margin = $0.00; Margin Required = $0.00; Overnight Buy Power = $4,078,667.00; Purchasing Power = $0.00; Realized PL = $0.00; Trade Equity = $0.00; Unrealized PL = $6,393.00; ============================================================================================================== SIM616817F Info: Acct Equity = $1,099,996.40; Acct NetWorth = $0.00; Cash Bal = $1,099,996.40; Trade Buy Power = $0.00; Margin Required = $0.00; Overnight Buy Power = $0.00; Trade Equity = $0.00; Acct Equity = $1,035,696.40; Acct NetWorth = $0.00; Cash Bal = $1,099,996.40; Cost Of Pos = $0.00; Day Trade Buy Power = $0.00; Initial Margin = $7,458.00; Maint Margin = $6,600.00; Margin Required = $0.00; Overnight Buy Power = $0.00; Purchasing Power = $1,028,238.40; Realized PL = $0.00; Trade Equity = $-64,300.00; Unrealized PL = $0.00; ============================================================================================================== Non-Table, Compact Style Account Report

3 Input Parameters: ttaccount_name: ttbal_type: ttbal_details: List of accounts you would like to report, such as SIM M,SIM F. Use * to report all accounts. There are two account balance types (enter as a string ). BD = Beginning Day Balances RT = Real-time Account Balances * = Both BD and RT Included Which account balance details to include in the report? * = all of either BD or RT account details * * = all of both BD and RT account details (separated by ) You can also specify the exact balance detail to include using this format: <BD Details> <RT Details>

4 For Beginning Day Account Details: 1 = Account Equity 2 = Account Net Worth 3 = Account Cash Balance 4 = Day-trading Buying Power 5 = Margin Requirement 6 = Overnight Buying Power 7 = Trade Equity Real-time Account Details: 1 = Real Time Account Equity 2 = Real Time Account Net Worth 3 = Real Time Cash Balance 4 = Real Time Cost of Positions 5 = Real Time Day-trading Buying Power 6 = Real Time Initial Margin 7 = Real Time Maintenance Margin 8 = Real Time Margin Requirement 9 = Real Time Overnight Buying Power 10 = Real Time Purchasing Power 11 = Real Time Realized Profit/Loss 12 = Real Time Trade Equity 13 = Real Time Unrealized Profit/Loss For example: If you specified ttbal_type as BD and ttbal_details as 1,2,3 you would send an account report that includes account equity, account net worth and account cash balance. If you specified ttbal_type as RT and ttbal_details as 11,13 you would send an account report that includes real-time realized P/L and real-time unrealized P/L. If you specified ttbal_type as * and ttbal_details as * 10,11 you would send an account report that includes all beginning day account details, real-time purchasing power and real-time realized P/L. ttbal_precise: What is the precision of the balance account values? 2 = two digit to the right of the decimal [by default] 1 = one digit to the right of the decimal 0 = no decimal digits -1 = round to nearest ten -2 = round to nearest hundred -3 = round to nearest thousand

5 ttmsg_wait: How much time (in seconds) to wait between sending reports? If you wish to send a report every 30 minutes, then you would set this parameter to 1800 seconds. ttmsg_linelen: ttmsg_type: How many characters per line of text? You can format your message line lengths for messages, such as to some nice looking width like 80 characters. For SMS and Twitter, you should use 140 characters. Choose the message type you are sending: printlog = account report is sent to TS print log phone = account report text-to-voice phone call sms = account report text message to mobile phone fax = account report text page to fax machine = account report to yahoo = account report to Yahoo IM msn = account report to MSN IM aim = account report to AIM (AOL) IM icq = account report to ICQ IM gtalk = account report to Google Talk IM rss = account report to RSS Feed twitter = account report to Twitter account facebook = account report to Facebook account Please see Triage Messaging User s Guide for more information about the message type parameter and how to use it. ttmsg_dest: Send messages to one or more destination addresses or numbers. Please see Triage Messaging User s Guide for more information about the message destination parameter and how to use it. Messaging Service Example Destination Mobile Phone or Device via Short Message (SMS) Text-to-Voice Phone Message to any Telephone or Cell Phone Text Fax to any Facsimile Device Relay bypassing tradition SMTP and Mail Clients me@ .com Yahoo Instant Messenger yahoousername AOL ( AIM ) Instant Messenger AOLusername Microsoft MSN or Live Instant Messenger msnname@hotmail.com Google Talk Instant Messenger googlename@gmail.com ICQ Instant Messenger Twitter Account Twitter Alias* Facebook Account Facebook Alias*

6 ttmsg_compact: ttuse_tablestyle: ttcol_width: ttcol_padding: ttcol_border: ttcol_style: ttyour_cond: This parameter allows you to specify if your messages should use a compact style of message formatting that will not use any new lines or any special formatting. For such message types as phone and SMS, you should set ttmsg_compact to False. For other message types with more characters allowed such as and fax, you can set this parameter to True. For s, faxes, instant messengers and even Facebook, setting the ttuse_tablestyle to True will create a clean table look. This parameter sets the column width of your table. This parameter will add padding space inside of your columns. This is the character(s) used to build your column borders. This is the justification style to apply to the column: left, right or center. This user defined condition by default is set to True. If you set it to False, then no account reports will be sent from the $Triage_Account indicator. This parameter is designed to allow you to put in your own conditions such as: Close > High [1] Range > Average (TrueRange, 5) [1] Included in your Triage Messaging installation are two functions $BD$ and $RT$. These functions require two parameters: Account and balance detail. Please see ttbal_details. Also note that for the $BD$ and $RT$ functions you can only use one account per function call. These functions can be used in ttyour_cond to define a condition that triggers when a certain beginning day ($BD$) or real-time ($RT$) account value is True. For example, you can enter: $RT$( SIM M,2) > which means send an account report when the Real Time Account Net Worth is greater than $100,000. $RT$( SIM M,2) > 1.05 * $BD$( SIM M,2)

7 which means send an account report when the Real Time Account Net Worth is greater than 105% of the Beginning Day Account Net Worth. $RT$( SIM M,11)+$RT$( SIM M,13) < which means send an account report when the Real Time Realized Profit/Loss plus the Real Time Unrealized Profit/Loss shows a loss of greater than $15,000. Troubleshooting: If you get a Waiting for account message in your chart for the $Triage_Account indicator, then you must check to see if you are online and connected to the TradeStation trade server. You cannot retrieve account information without being connected. You can find your trade server status at the lower right hand corner of your TradeStation application. If the trading status is red, then you are not connected.