Triage Position Tracker

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Contents

Introduction

The Triage Position Tracker application will send your account positions 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 position 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
  1. Insert the $Triage_Position indicator into any chart (but we recommend using one of the diagnostic symbols such as == CPU since it always updates once per second).
  2. Set the input parameters to your desired settings. You can use the defaults to see it in action.
  3. Wait for your account position reports to trigger.
  4. Check your TradeStation printlog or your message log in the TradeWatch program.
  5. If the reports are being sent to you as you expect, then set TradeWatch to “live” mode and account position reports will be sent to you at any time and wherever you go.

Sample Position Reports

Input Parameters

TriagePositionTSParameters.png
ttAccount_Name: List of accounts you would like to report, such as "SIM8168886M,SIM86837432F". Use "*" to report all accounts. 
ttPos_Symbols: Which symbol would you like to track as positions in your accounts?

You must use exact symbols as they would appear in your TradeManager. If you would like list all symbols that are positions in your accounts then use "*" to indicate all positions.
ttPos_Details: Which position details to show in the report?

"*" = all position information available
1   = Position Quantity
2   = Position Market Value
3   = Position Open Profit and Loss
4   = Position Average Price
5   = Position Total Cost

For example:

If you specified ttPos_Details as "4,1,3" then you would be sent position quantity, position average price and position open profit and loss, in that order.

If you specified ttPos_Details as "5,2" then you would be sent position total cost and market value, in that order.
ttPos_Precise: What is the precision of the account position 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"     = message is sent to TS print log
"phone"        = voice message to phone
"sms"          = text message to mobile phone
"fax"          = text page to fax machine
"email"        = message to email
"yahoo"        = message to Yahoo IM
"msn"          = message to MSN IM
"aim"          = message to AIM (AOL) IM
"icq"          = message to ICQ IM
"gtalk"        = message to Google Talk IM
"rss"          = message to RSS Feed
"twitter"      = message to Twitter account
"facebook"     = message to Facebook account

Please see Triage Messaging User’s Guide for more information about this 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 this 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
ttUse_TableStyle: For emails, faxes, instant messengers and even Facebook, setting the ttUse_TableStyle to "True" will create a clean table look. Though you can use it for twitter, SMS and phone, it is not recommended because those messaging types are either short-code formats or transcribed to voice.
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_Position 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 is the function $POS$. This function requires three parameters: Account ID, symbol and position detail. Please see ttPos_Details. 

Also note that for the $POS$ function you can only use one account per function call. The $POS$ function can be used in ttYour_Cond to define a condition that triggers when a certain account position value is "True". 

For example, you can enter:

$POS$("SIM8168886M","IBM", 3) > 20000 which means to send a position report when the IBM position open P/L in the account SIM8168886M is greater than $20,000.

$POS$("SIM8168886M","IBM", 2) > 1.05 * $POS$("SIM8168886M","IBM", 5) which means to send a position report when my market value of IBM is greater than 105% of the original position's total cost.
	
$POS$("SIM8168886M","IBM", 1) > 2500 which means to send a position report when the total number of shares of IBM for the account SIM8168886M is greater than 2500 shares.

Troubleshooting

If you get a "Waiting for account…" message in your chart for the $Triage_Position 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.

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