Customizing Broker Configurations

You can change the configuration of your broker, that means the links and settings that are used to request information pages and open the order mask. However, we recommend to use the default settings for a broker, especially if you are unsure about the effects of your configuration changes.

You can of course also remove a broker its (custom) settings and portfolio configurations are then deleted as well.

To change the configuration of a broker

Note Leave the default settings of the broker configuration as they are if you are not sure what the effects of a change would be.

▪ On the Trade menu, click the name of the broker and then Set broker properties. For example: MyBroker > Set broker properties.

▪ On the left side of the Set HTTP Broker Properties dialog, double-click Actions to open its sub-entries.

▪ Click the sub-entry that you want to adapt:

Login

URL and configuration settings for the login page

Buy

URL and configuration settings for the buy order mask

Sell

URL and configuration settings for the sell order mask

Portfolio Overview

URL and configuration settings for the overview page of your portfolio

Portfolio

URL and configuration settings for the detailed view of your portfolio

Order Book

URL and configuration settings for the overview page showing your current orders

Trading History

URL and configuration settings for the overview page showing your processed trades

▪ On the right side of the dialog, adapt the default configuration to your needs.

Control

Description

Link

URL of the page that will be requested. Use variables as placeholders for certain data fields:

##SESSIONID## Session ID filled if Read session ID is activated

##ISIN## ISIN of the selected symbol

##SECURITY_TYPE## Symbol type of the selected symbol

##EXCHANGE## Exchange code of the selected symbol

##DISPLAY_NAME## Display name of the selected symbol

##TICKER## Ticker of the selected symbol

For login data, additional portfolio-dependent variables are used.

Redirect link

Redirect the specified response page (FROM page) to another page (TO page). Syntax:

{FROM;<URL of response page>}{TO;<URL of redirect page>}

Use POST method

Check to use HTTP POST when requesting the page

Clear to use HTTP GET when requesting the page

Bring to front

Check to only bring the existing web watch browser window to the front

No GET/POST if query string already exists

Check to not do a HTTP GET or POST request if the query string would not change through that

Read session ID

Check to read the session ID from the response to this request and store it in the session variable ##SESSIONID##

Block popups

Check to redirect pop-up windows to the existing web watch browser window

To reset the configuration of a broker to its default settings

▪ Export the portfolio configurations of the broker: See Customizing Portfolio Configurations.

▪ Delete the broker: See below.

▪ Create the broker again with its default settings: See Creating Brokers and Portfolios.

▪ Import the portfolio configurations of the broker: See Customizing Portfolio Configurations.

To remove a broker and its portfolios

Note This action cannot be undone. This will remove the broker with all its configured portfolios. You can create the broker again, but you can only restore the portfolio configuration if you have exported it before.

▪ On the Trade menu, click the name of the broker and then Set broker properties. For example: MyBroker > Set broker properties.

▪ In the Set HTTP Broker Properties dialog, click Manage > Remove Broker.

▪ In the Remove broker dialog, select the broker that should be removed and click OK.

▪ The broker is removed including all configured portfolios.