This article talks about the web-based (browser-based) edition of the Warrior Trading Simulator. Users of the downloadable, desktop-based platform should refer to this folder instead.

Managing Profile Settings for the Simulator

The following support article will review all the profile settings, definitions and functions so you can easily personalize your simulator experience.

TABLE OF CONTENTS

• Managing Profile Settings for the Simulator
• Locating Profile Settings
• General and Notification Settings
  • Notification Types, Persistence, Volume, and Position
  • Scanner and Chart Data Timestamp, Decimals, and Frequency Settings
• Account Value and Reset Trade History
• Level 2 Settings
• Edit or Create Hotkeys
• Trade Activity Widget
• Open Positions Widget
• Export Trade History and Import to Tradervue
  • Export Settings
  • Step by Step Instructions to Export Trade History
  • Import Trade History To Tradervue
• Account and Risk Settings
  • Commission
  • Order Limits
  • Loss Control
  • Profit Control
  • Position Limits
  • Short Order Control

Locating Profile Settings

Look for and click the Gear icon from any of the locations highlighted below: 

Click 'Profile & Settings' from the Left Hand Navigation Bar.

General and Notification Settings

This tab allows you to control settings for notifications, scanners, and chart data.

Note that the below image is correct but does not reflect the latest updates with additional updates. New image coming soon to reflect additional settings!

Notification Types, Persistence, Volume, and Position

1. Trade Order Confirmation Notification - Click the toggle switch to receive confirmation notifications before any trades execute.
2. 30 seconds open orders notifications - Provides the ability to notify the trader if there is any open order after 30 seconds and no fill.
3. Close after - Allows the ability for notifications to persist from 2 to 5 seconds.
4. Screen Position - Determine the location not the screen where notifications are posted: Top/Bottom + Right, Center, Left
5. Display Connection Errors - Turn on/off notifications related to Display Connections.
6. Alert Volume - Turn up/down the volume for scanner and notification alerts.
7. Turn off hover-over tool-tips - see below screenshot for an example of a hover-over tool tip.

Scanner and Chart Data Timestamp, Decimals, and Frequency Settings

8. Timestamp and Timezone - Scanner and Chart timestamps can be updated to Local or America/New York.

9. Clock - Set the color for the Clock Widget

10. Price Decimal Places - Chart (not Scanners) can display from 2 to 6 decimals.

11. Chart & Scanner Data Frequency - When experiencing latency issues, change to 1/2 or 1 second updates.

12. Auto-Load Today's Data - Loads all data for a scanner/chart. This may impact system performance to retrieve data.

13. Force All New Windows to Global Color Link - Conveniently loads all windows with the universal color link.

Account Value and Reset Trade History

Update your account value to match the account size you plan to go live with and reset your trade history to start fresh with a new mindset or strategy.

Updating your Account Value / Buying Power 

• Make sure you have closed out of all open positions and open orders.
• Enter the amount of Cash you want in the account.
• Enter the amount of Leverage (1x to 6x).
• Click 'Adjust Buying Power'.
• Log out, then log back in to make sure the new account value is implemented.

Reset Trade History and Metrics

• Click the button 'Delete Trade History and Metrics'
• Note this resets your buying power to your selection and permanently deletes all your Trade History and Metrics. Do NOT use this function if you are not ready to delete all your trade history. Learn how to export your trade history below.

1. Buying Power Update - Customize your account equity (e.g., Cash used to fund the account) and Leverage to match your anticipated live account funding.
   • Add a Cash amount.
   • Add Leverage (1x to 6x)
   • Click 'Adjust buying power'
2. Account Value / Equity
   • Cash Available: Amount used to fund the account adjusted for Profit/Loss on all closed orders to date.
   • Position Value: Amount or value of any open positions.
   • Margin Borrowed: Displays the margin amount on open positions.
   • Equity: Sum total of Cash, Position, and Margin.
3. Buying Power Available
   • Total Buying Power: Cash/Equity plus total available Margin.
   • Buying Power Used by Open Positions
   • Buying Power Used by Open Orders
   • Buying Power Available: Sum total of Total Buying Power, Buying Power Used by Open Positions, Buying Power Used by Open Orders 
4. Delete Trade History and Metrics - Button allows you to reset your trade history and metrics.

Level 2 Settings

Please see this support article for details on the Level 2 Settings.

Edit or Create Hotkeys

Please see this support article for details on Hotkeys.

Trade Activity Widget

Please see this support article for details on the Trade Activity Widget.

Open Positions Widget

Please see this support article for details on Open Positions Widget.

Export Trade History and Import to Tradervue

Export Settings

Export up to six months worth of trade history to help you review and analyze your trades.

Download is a CSV (Comma Separated Value) file that will look something like the below screenshot and import it into your favorite trade journal application or spreadsheet.

1. Dates - Enter dates to export up to 6 months of data.
2. Columns
   • Time Updated (Required) - Timestamp when the order was filled.
   • Sym (Required) = Symbol / Ticker
   • Exe Qty (Required) = Executed Quantity - Amount of shares actually filled 
   • Avg Exe Prc (Required) = Average Execution Price - The average price actually filled at; this can be different from the Limit Order price if the ticker is squeezing up or dropping rapidly 
   • Side (Required) - Buy or Sell
   • Limit Price (Optional) - The limit price sent by you for your order
   • TIF (Optional)= Time In Force or how long an order remains open before it expires
     • DAY - Order will remain open for the trading day (9:30am to 4:00pm ET)
     • GTC - Good Till Cancelled orders remain open until they are cancelled by the trader. Orders will execute during any timeframe (premarket, regular, aftermarket) and do not expire for 30 days, if left open.
     • EXT - Extended Sessions orders only execute during premarket and aftermarket, but not during the regular market hours (9:30am to 4:00pm ET).
     • DAY+ - Orders execute during any timeframe (premarket, regular, aftermarket), but cancel after 8pm.
   • Time Sent (Optional) - Timestamp when the order was sent to be filled.
3. Create Export Task - Initiates the data download based on the criteria.
4. Refresh Task List - Refreshes the timestamp to pull the most recent data.

Step by Step Instructions to Export Trade History

1. Enter the date range for the export - up to 6 months of data.
2. Review the data columns for your export file; add optional columns you want.
3. Create an Export Task by clicking the 'Export Task' button. Click 'Refresh Task List' if you have additional trades you wish to include in the export, then click 'Export Task'.
4. Click Download, then look in your Download File Folder. 
   

Import Trade History To Tradervue

To import data from the Warrior Trading Simulator to Tradervue, please follow these steps:

1. Download a CSV file from our Export function in the Simulator only with the first 5 columns and do not add any optional columns like fee's
2. Log into Tradervue if you have an account, Then o2n the left side of the upload page in Tradervue, select the date format your data uses (e.g. month-first).
3. In Tradervue, on the import page, click Choose file, click the name of the file that you created above, and click Upload.

If you have issues with Tradervue outside of the use of our simulator, please contact Tradervue support directly or follow their support procedures.

Account and Risk Settings

Commission

Set Commission Fees to mirror broker settings and prepare for going live.

1. Commission Type Per Share or Per Order
2. Commission Rate ($) based on Commission Type

Order Limits

Set Order Limits to reduce trading risk.

1. Max open orders for account (#) 
2. Max open shares for account (#)
3. Max symbol price ($) 
4. Min symbol price ($)

Loss Control

Enable/Disable controls to limit losses. 

1. P/L Source - Realized or Unrealized
2. Limit Unit - $ or Number 
3. Limit - Amount must be greater than zero.
4. Action - What happens when you hit a limit?
   • Display message only
   • Allow close and cancel only - Can only close or cancel 
   • Auto Liquidate - Closes all open orders

Profit Control

Set controls to protect realized/unrealized profit.

1. P/L Source - Realized or Unrealized
2. Limit Unit - $ or Number 
3. Limit - Amount must be greater than zero.
4. Action - What happens when you hit a limit?
   • Display message only
   • Allow close and cancel only - can only close or cancel 
   • Auto Liquidate - Closes all open orders 

Position Limits

Establishes the maximum number of shares per ticker/symbol.

Short Order Control

Update your settings to turn on/off short selling.

1. Toggle On/Off Short Selling
2. Toggle On/Off ability to allow shorting SSR stocks. See: "Short Sale Restriction (SSR) Stocks Meaning"
3. Toggle On/Off ability to auto cancel open orders on position closes or flips to short/long. Prevents traders from entering into short positions when long and vice versa for short traders looking to avoid going long.