UPDATE: The ELITE rollout has been postponed. We will keep you informed about a new date, which should be prior to Christmas.
All,
A new ScottradeELITE will be launched after market close on Tuesday, December 15.
The upgrade will automatically download when you log in to your ScottradeELITE platform.
The following items will be included in this ScottradeELITE rollout:
Buy or Sell on Right Click
Place trades even more quickly by right clicking within many ScottradeELITE windows and then left clicking on the “Place a Trade” selection. This functionality (already available in the QuoteGrid window) is being added to many windows, including the Chart, FullQuote, Level II, TotalView, Velocity & Forces, Time & Sales and Option Chain windows.
In charts that contain several symbols, right-clicking will cause a fly-out list of symbols to pop up.
Trade-Ideas Update
Test strategies for up to the last 30 trading days of data using the Backtest feature. The previous maximum number of past trading days was 15.
Use the mouse wheel to scroll quickly and easily through the many available filters and alerts. In the past, the Trade-Ideas window did not allow scroll wheel functionality in several areas.
The new status bar in the lower left hand corner of the Trade-Ideas window allows you to see how quickly data is being sent from Trade-Ideas.
Ability to Save QuoteGrid Lists
Save your symbol list in the order in which it appears in the QuoteGrid window, using a new “Save List” button. Create new lists quickly and easily without the need to use the Create/Modify Symbol Lists settings area.
The new Save List button will be located just to the right of the current Symbol Lists button within the QuoteGrid Window.
20-Minute Delayed Quotes for Professionals
You may now log into any professional account which is not currently paying a fee for real-time streaming quotes and receive 20-minute delayed data for all exchanges. A pop-up window will appear when first entering an account of this type to inform you of the delayed status of these quotes. After entering the account, you will see a flashing red notification in the status bar at the bottom of your ScottradeELITE screen for the duration of your session. At this time professionals who pay for real-time streaming quotes for specific exchanges will not see any data for other exchanges, something which has not changed. We do hope to add this feature in a future release.
Edit Average Price Functionality
The Average Prices field in the Positions window will now account for splits and dividends automatically.
Note: I would suggest, as I do prior to all ScottradeELITE rollouts, that you use the Export Data Wizard to save your current ScottradeELITE layouts, templates, lists, etc. prior to the ScottradeELITE rollout on Tuesday night. For those of you unfamiliar with the process, I have included step by step instructions below:
Exporting Data from ScottradeELITE
To export layouts you currently have on your computer to a disk, thumb drive, zip drive, etc., please follow the steps below:
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Open ScottradeELITE.
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Left click the Wizards button in the top left corner of ScottradeELITE.
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Left click Export ScottradeELITE Data.
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The ScottradeELITE Data Export Window will open. Left click Next at the bottom.
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Select the layouts you want to save and export. You can make multiple selections by holding the CTRL key and left clicking on the various layouts you want to save and export. When done choosing the layouts, left click Next.
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Select the templates (Charts, Quote Grid, etc.) you want to save and export. You can make multiple selections by holding the CTRL key and left clicking on the templates you want to save and export. When done choosing the templates, left click Next.
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Select the symbol lists you want to save and export. You can make multiple selections by holding the CTRL key and left clicking on the symbol lists you want to save and export. When done choosing the layouts, left click Next.
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A new window will open asking where you want to save the ScottradeELITE file (with a .sco extension), and asking you to name it. Feel free to save this file to a disk, thumb drive, zip drive or anywhere on your computer. Be sure to change the default file name of "ScottradeELITE" to something you can easily recognize and identify. When you are satisfied, left click Save.
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Left click Finish.
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After you have the file downloaded, you may either e-mail the file to another computer or physically transport a disk, zip, thumb drive to another computer. At that point, you can start the import process which is described below.
After you have exported your data, importing is a snap!
Importing Data to ScottradeELITE
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If you have not already done so, install ScottradeELITE on the computer to which you wish to import data. If you have difficulty with the installation, feel free to e-mail elitesupport@scottrade.com for installation instructions.
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Open ScottradeELITE.
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Make sure you have saved the .sco file from the export process above on the new computer, either by e-mailing the file or bringing it over on a disk, zip or thumb drive.
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Left click the Wizards button in the top left corner of ScottradeELITE.
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Left click Import ScottradeELITE Data.
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The ScottradeELITE Data Import Window will open. Left click Next at the bottom.
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Locate the .sco file you placed on this computer in step 3. Left click the file to highlight it and left click Open.
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Congratulations! Your layouts, templates, symbol lists, etc. have now been successfully transferred to a new computer. Left click Finish to close the Data Import Wizard and begin using your customized information.
Remember, exporting your layouts, templates, symbol lists, etc. to an external disk and storing them in a safe location is a great way to protect the work you have put into creating your customized ScottradeELITE platform. Should you ever encounter technical difficulties, having a backup file can save you a lot of time and worry. We recommend you backup ScottradeELITE regularly.
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