The Broker Manager is the central hub for all the broker plug-ins as well as Paper Trading. Each broker plug-in is configured individually through the Broker Manager.
For instructions on setting up your broker plug-in, choose from the list below.
eSignal Paper Trading
Multiple Trading Accounts
Enjoy the added flexibility of trading from multiple broker accounts eSignal. You can now enable multiple trading plug-ins at once and either select them on the fly when placing a trade, or trade with a specific broker by setting it as the default broker for a specific asset class or symbol.
to access the broker manager settings, click Trade from the main menu and select Broker Manager. the connection tab shown below allows you to connect and disconnect from a broker-plug-in as well as access the accounts connection settings.
+: adds/creates a new broker connection
x: deletes broker connection
connect: connects the highlighted broker connection
disconnect: severs the highlighted broker connection
connection settings: enabled the broker settings windows
Dictionary & order defaults tab
The dictionary & order defaults tab is where symbols are added, edited, and removed from the broker dictionary. It's also where specific symbols or asset classes can be chosen to act as the default when placing a trade.
add: adds new symbols to the broker dictionary
edit: edits an existing symbol in the broker dictionary
remove: removes the highlighted symbol(s) in the broker dictionary
order default: sets some of the pre-defined variable for the highlighted individual symbols or asset class
remove default: remove the pre-defined variable from the highlighted symbol or asset class
Pre-set order defaults allows you to assign variables like quantity, and the type of order (ie market, limit or stop) in advanced. users can set defaults for an asset class such as stocks and futures or for an individual symbol (yhoo).
To set the order default highlight either the asset class or an individual symbol (yhoo is used for this example), click order default.
Set the appropriate variables for your trading style and click accept. a check mark will appear in the defaults column of the symbol the order defaults are set on. (each broker's settings may vary; please review the indviual brokers page for their customized defaults).
Trade Settings Wizard
The trade settings wizard is used to set up the trade preferences such as order confirmations, confirmation sounds, and reverse position options. Click Trade from the main menu then Trade Settings Wizard to access this menu.
You can choose either the default settings or set your own preferences.
Symbol conflict -- eSignal
The dictionary stores all the symbols mapped between eSignal and the individual broker. there may be times when the eSignal ID (eSignal symbol) is not recognized as a valid symbol. in a situation like this the symbol will be highlighted in orange. To resolve a symbol conflict select the orange highlighted symbol, click the EDIT at the top of the window, in the symbol field change the symbol to a valid esignal symbol that corresponds with the broker's and click the ACCEPT at the bottom of the edit symbol window. once the new symbol is accepted the orange highlight will be removed.
Symbol Conflicts - Broker
Symbols highlighted in red represent those that have not been recognized by the individual broker or have not yet been resolved to match an eSignal symbol. This red highlight will happen in one of two situations.
Slow resolutions of symbols: dictionary that hold a large number of symbols (~100) may take a little longer to resolve. the broker’s symbols will remain red until they've been resolved. as each symbols is resolve to and esignal symbol the red highlight will be removed. in some cases this can take several seconds.
Invalid symbols: this is common with expired future contracts in which case the symbol would need to be removed from the dictionary. to remove a symbol from the dictionary highlight it and from click the remove icon.