Customising the Software

Selecting Customise from the Tools menu allows you to make changes to the way PhoenixAI components look and act.

This page has a section for each of the Customise tabs, and gives a brief explanation for each item on each tab.

Options Tab
The Options tab lets you configure settings for workspaces, syncronise, toolbars, watch list and depth screens, as well as startup options and display items such as window tabs.

On startup
Show Window Tabs Toggles the window tabs on and off.
Show toolbars in each window This allows the Views toolbar to be displayed in each window.  So rather than one toolbar that changes depending on which window you're looking at, each window gets its own toolbar.
Prompt to establish connection If this item is set to No, then when PhoenixAI starts up it will not connect to the server, and it will not prompt you to connect.
If it is set to Yes, it will prompt you to connect to the server.
Hide captions when window is inactive Setting this to Yes will cause inactive windows to hide their caption bar (also known as header bar)
Startup Workspace Allows you to specify a workspace to be opened automatically when PhoenixAI starts up.
On Shutdown  
Save toolbars Toggles whether PhoenixAI should save the positions of the toolbars when it closes down.
When closing a workspace  
If modified, Controls whether you are prompted to save your workspace when you close PhoenixAI.
Options are:  Ask to save, Never save, Always save.
Windows Ordering Controls the order in which windows of a workspace are opened.  Z order is left-to-right then down and left to right again (like a Z).  Tab order will open the windows in order of the window tabs.  Check out the Arranging Windows section for more information.
Symbol Sync  
Buttons On Controls whether or not the Sync icon is active by default on a watch list toolbar.
Play Timeout Controls the timeout delay of the Sync Play function in seconds.  Minimum number allowed is 15, with a maximum of 120.
Watch Lists/Quotes Screens  
Show Up/Down colours Choose whether watch lists display the "up and down" prices in a different colour to the rest of the watch list.
This affects the Last, +/-, %Move, and D columns.
Enable cell flashing Controls whether or not cells in a watch list flash when they change.
Default Options/Warrants/Derivatives Filter Controls the default number of classes to display on a Traded Options watch list.
Market Depth  
Show section headers Turns the Bid, Ask and Trades section headers on and off for depth screens.
Enable cell flashing Controls whether or not cells in a depth screen flash when they change.
Quote Lines Controls the number of quote lines displayed at the top of a depth screen.
Choices are None, Single or Double.


Chart Tab
The Chart tab lets you configure many aspects of the way charts and chart tools are displayed.

Limit bars displayed Allows the user to specify whether or not a limited number of bars/candles are displayed in the visible portion of a chart.  If set to No, by default the chart will display all bars in a single window.
If set to Yes, the user can specify how many bars to be displayed (see Bars per window below).
Setting Yes, allows Fixed width bars and Bars per window values to be modified.
Fixed width bars Allows the user to spcify the exact width of each bar/candle in the chart.  Setting Yes allows Bar width (mm) to be modified, and disables Bars per window.
Bar width (mm) If enabled, the value in here is the width of each candle.
Decimal values such as 1.5 or 2.7 are allowed.
Bars per window Specifies the default number of bars/candles to display in the visible portion of a chart.
Expand/Contract size Controls how many bars by which a chart expands or contracts when the Expand and Contract icons are used on the Chart Navigate toolbar.
Blank bars Specifies how much empty space is allowed at the right-hand end of a chart.
Prompt if modified Controls whether or not the user is prompted to save a chart window when it is closing.
Calendar days No will show trading days only.  Yes will show all days including non trading days.  A - will be placed on the chart for any day where no trading occurred, indicating that open, high, low and close were all the same value.
Warning:  Setting Yes can throw off the calculations of some indicators.
Squared Point&Figure Controls whether a Point & figure chart is compressed to fit in the visible window, or displayed on an evenly spaced grid.  If set to Yes, the data may extend off the top or bottom of the chart, and the chart may have to be scrolled to display the data.
See the section on Chart Navigation for more information.
Show Scroll Bar Controls whether or not the horizontal scroll bar is displayed on chart windows.  If set to No, the chart must be scrolled horizontally by dragging the X-axis.
See the section on Chart Navigation for more inofrmation.
Highlight currencies unofficial trading If enabled, any unofficial currency trading (before 9pm Sunday UTC/GMT), is highlighted on intraday charts.
After adding a tool, reset to selector If set to Yes, when you finish using a chart tool the mouse cursor will revert to the Selector tool.  This only happens when you have performed the requisite number of clicks for the selected tool.
For example, a trend line requires a click-drag-release mouse movement, and when you release, you are deemed to have finished using the tool, and  the Selector tool will take over.
Values label location Specifys where the labels for indicators and price are to be displayed.
Tiled along the right - will place the labels in the Y-axis margin at the top-right corner of the section.
Overlayed along the right - will place the labels in the Y-axis margin at the level of the last data value for the item they represent.
Tiled along the top - will place the labels in the top-left corner of the section.
Initial Settings  
Chart type Controls the default chart type for all new charts - candlestick, ohlc, line, etc.
Frequency Controls the default chart frequency - daily, weekly, intraday, etc.  Setting this to intraday enables Date range days (see below)
Frequency argument Controls the default frequency for intraday and tick charts.  A 5 in here means that all new intraday charts will default to 5 minutes.  For example, if you use 60-minute charts a lot, you might consider setting this to 60.
Date range  
Date range days Controls the number of days of intraday/tick history to be displayed in any new intraday or tick chart.  This can only be set if Frequency (see above) is set to intraday or tick.
Scale type Sets the default chart scale for all new charts.  Choose from Arithmetic, Log, Log10 or Log Price Data.
Template File Sets a template file to be applied to all new charts.  See the Chart Templates section for more information.
Auto Open/Save  
Auto Open/Save Choose whether or not Auto Open is on by default, and if so, which auto Open setting is to be applied to all new charts.  This setting is overridden by settings saved within workspaces.
Default height (%) Specifies what percentage of the chart window (vertically) is taken by each new section added.
Caption Position Choose whether the caption for each section is displayed above or in the section it relates to.
Top Turn on and off labels for this chart margin.
The top margin includes the symbol name and last point data values.
Bottom Turn on and off labels for this chart margin.
The bottom (X-axis) margin displays the date and/or time values.
Left Turn on and off labels for this chart margin.
The left margin displays the same data as the right margin, but doesn't display indicator value labels.
Right Turn on and off labels for this chart margin.
The right (Y-axis) margin displays price data and the labels for indicator values.
Top Labels Content  
Show Name Toggles whether or not the name of the symbol is displayed in the top margin.
Show Last Point Data Values Toggles whether or not the last point data values are displayed in the top margin.
Grid Lines  
Horizontal Toggles horizontal grid lines on and off.
Vertical Toggles vertical grid lines on and off.
Data Values Window  
Auto Hide Toggles whether ot not the Chart Data Values window automatically vanishes when there are no charts open.
Fibonacci Support
Fibonacci Arc
Fibonacci Fan
Fibonacci Extensions
These sections control the values for the Fibonacci tools.  In each section there is the option to show or hide each level of the tool on an individual basis.
There is also the option to add your own custom values to be used instead of, or in addition to, the default values.
Gann Fan  
1x2 and 2x1 lines
1x3 and 3x1 lines
1x4 and 4x1 lines
1x8 and 8x1 lines
Choose to show or hide each level of the tool on an individual basis.
There is also the option to add your own custom values to be used instead of, or in addition to, the default values.
Label Order Toggles the way the Gann Fan values are displayed.
Bullish-Bearish Notation Toggles the way the Gann Fan values are displayed.
Gann Price/Time  
Fan Multiple Set the multiple for the Gann Price/time tool.
Tick Charts  
Reset on new day If set to No, the first bar of the day will take into account any "orphan" trades from the previous day.  If set to Yes, each day the chart will start fresh with only the new days data.
For example:  You're looking at a 5-tick chart.  If, at the end of trading yesterday there were only two trades making up the final bar (the final bar had started to form, but would not be completely formed until it had 5 trades), those two trades will be taken into account when drawing the first bar for today.  The first bar for today would therefore contain only three trades from the new trading day.
A setting of Yes in this section would abandon those orphan trades (and the incomplete bar) and draw the first bar for today using the first 5 trades for today.
Advanced (consult PhoenixAI support)  
Redraw Delay (ms) Control the redraw delay for intraday charts.  You should contact PhoenixAI support before tinkering with this setting.


Format Tab:

Category:  Chart

Configure the font displayed for top and margin labels
Background Configure the chart background colour.  Be aware that if you change the background colour, you should make sure the text for tools and margins is a contrasting colour, in order to be properly visible.

Chart Types Configure the properties and colours for all the chart types.  For example, in the instance of a Line chart, you can change the colour and thickness of the line, and also the type of line to use - line, Scatter, or Line Scatter (also knows as scatter Plots or scattergraphs).  If you were to choose Scatter or Line Scatter, you would then find there is a further option as to what type of scatter to use.
Corporate Actions Controls the colours for the Corporate Actions markers that appear on the charts.  These are accessed via the CA icon on the Chart toolbar.
Crosshairs Change the background and foreground of the crosshair values indicators which run along the margins of the chart.
Frame Change the colour of the line that borders the chart data area.
Grid Lines Set the colour and style of the horizontal and vertical lines on your chart.  One of the style options is "none", which effectively turns off the lines.  Turning off the lines can also be done in the Grid Lines section on the Chart tab.
These chart study items are all configured in the same fashion, so we'll cover them together.

Controls colour and style setting for all chart studies.  Most studies have several "instances", each with several "plots".  The instances refer to the order in which the study appears on the chart.

Let's say you have a simple moving average on a chart, and you add a second one.  the original one is instance 1, and the one you just added is instance 2.

Plots refer to the actual lines within the study.  There are usually sufficient plots to correctly display the study.  For example, a simple moving average has one plot per instance, whereas an RSI (Relative Strength Index) has three plots per instance, as it requires three lines - term, overbought and oversold.
Margin Controls the foreground and background colours for the border/label area of the chart window (X-axis & Y-axis area).
Tools Colour settings for all chart tools, as well as thickness settings for line tools (trend line, support/resistance, etc).
Note:  Selecting the Text tool allows you to change the colour for the box surrounding the text, but to change the colour of the text and the font, you would click on Tools (not the + next to it).


Keys Tab:

The Keys pane allows you to assign a function key (F1-F12) to activate a particular function of PhoenixAI.

For instance, if F2 was assigned to Chart, every time you pressed F2 a fresh chart window would appear.

To assign keys:

Click the area to the right of the function key wou wish to assign
Select a program item to assign to the function key (chart, depth, news, watch list, etc)
Click OK, or continue assigning function keys and then click Ok.


Derivatives Strategy Tab:

The Derivative Strategy pane lets you increase/decrease the Data Range for the Profit/Loss charts used in the Derivative Strategy window.


Related Topics:
Watch Lists
Colour & Grid Preferences
Function Keys
Arranging Windows