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.
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 |
▪ 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.
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.