General Tool Actions and Properties
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.