General Tool Actions and Properties

Author: Optuma Team Last updated: May 8, 2020 23:35


Below you can find information on some of the general tools and properties that are shared by the majority of the tools in Optuma. Some rare and one-off specialized actions and properties will not be included here, but can be found in the respective tool’s knowledge base article.

Actions & Properties


Add Technical Alert: When selected, a Technical Alert will be created for the selected security.

Add to Toolbar: Adds the selected tool to your custom toolbar.

Apply Settings to All: When multiple [insert tool name] tools have been applied to a chart, page or workbook, this action can be used to apply the settings of the one selected to other instances of the tool. This is a great time saver if an adjustment is made to the tool - such as line colour - as this allows all the other [insert tool name] tools in the chart, page or entire workbook to be updated instantly.

Copy Data to Clipboard: Will copy the tool’s values to the clipboard which can then be inserted into a spreadsheet, for example, allowing for further analysis.

Copy Tool: Allows you to copy the selected tool, which can then be pasted onto a different chart window.

Delete: Deletes the tool from the chart.

Move to Back: If the tool is displaying in front of other tools or indicators clicking this action will move the tool view to the background.

Move to Front: If the tool is displaying behind other tools or indicators on the chart, clicking this action will bring the tool to the forefront.

Refresh Field Data: Selecting this will update the data field.

Restore Default Settings: Click this action if you have adjusted the default settings of the tool, and wish to return to the standard properties originally installed with Optuma.

Save Settings as Default: If you have adjusted any of the tool’s properties (colour, for example) you can save the adjustments as your new default setting. Each time you apply a new [insert tool name] to a chart, the tool will display using the new settings.