Triage Account Tracker

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Contents

Introduction

The Triage Account Tracker application will send your account balances to any voice phone, SMS, email, fax, instant messenger, RSS, Twitter or Facebook account. Simply install TradeWatch -- that's all it takes to start sending TradeStation account balance reports at any time and anywhere you go.

Quick Start

  1. Please make sure you are in TradeWatch "test" mode (which can be set with the TradeWatch program tray-icon on your Windows taskbar).

    Install7.png

  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 TradeWatch program.
  6. If the reports are being sent to you as you expect, then set TradeWatch to "live" mode and account balance reports will be sent to you at any time and wherever you go.

Sample Account Reports

Table Style Account Report Non-Table Style Account Report Non-Table, Compact Style Account Report

Input Parameters

TriageAccount Tracker2.png
ttAccount_Name: List of accounts you would like to report, such as “SIM8168886M,SIM86837432F”. Use “*” to report all accounts. 
ttBal_Type: There are two account balance types (enter as a "string").

"BD" = Beginning Day Balances
"RT" = Real-time Account Balances
"*"  = Both BD and RT Included
ttBal_Details: 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> | "

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
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: How many characters per line of text?

You can format your message line lengths for messages, such as email to some nice looking width like 80 characters. For SMS and Twitter, you should use 140 characters. 
ttMsg_Type: 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
"email"	= account report to email
"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) 14155551111
Text-to-Voice Phone Message to any Telephone or Cell Phone +14155552222
Text Fax to any Facsimile Device +1-415-555-3333
E-mail Relay bypassing tradition SMTP and Mail Clients me@email.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 570102039432
Twitter™ Account Twitter Alias\*
Facebook™ Account Facebook Alias\*
ttMsg_Compact: 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 email and fax, you can set this parameter to "True".
ttUse_TableStyle: For emails, faxes, instant messengers and even Facebook, setting the ttUse_TableStyle to "True" will create a clean table look.
ttCol_Width: This parameter sets the column width of your table.
ttCol_Padding: This parameter will add padding space inside of your columns.
ttCol_Border: This is the character(s) used to build your column borders.
ttCol_Style: This is the justification style to apply to the column: left, right or center.
ttYour_Cond: 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 TradeWatch 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:

$RT$(“SIM8168886M”,2) > 100000 which means send an account report when the Real Time Account Net Worth is greater than $100,000.

$RT$(“SIM8168886M”,2) > 1.05 * $BD$(“SIM8168886M”,2) which means send an account report when the Real Time Account Net Worth is greater than 105% of the Beginning Day Account Net Worth.

$RT$(“SIM8168886M”,11)+$RT$(“SIM8168886M”,13) < -15000 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.

TriageAccountTracker3.png

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.

TriageAccount Tracker4.png
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