General Widget Settings

Watch List Portfolio

Global Watch List portfolio settings can be entered here for Interest Account Rate, Mean as Default and Auto Exit Date

A general preference option has been added to allow for value calculations to use the near, far, or last price. 

This will allow for more flexibility of value calculations allowing values to be aggressively (far) or passively (near) priced.  This will allow the user to gain better understanding of the true market value based on current market conditions.

Global Chart Settings

 

Symbol Lookup

Symbol Lookup defaults are set here.

Results returned per page can be varied from 50 to 250 in increments of 50.

Results from Exchanges for which the is not entitled can be suppressed.

When expected Search Results are not returned activate this checkbox so the result can be verified even if the user is not entitled to this data.