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Knowledge Base

Watch Tiles

Overview


Watch Tiles display a group of securities in a tile format conveying important real-time information about each security in a convenient tile. Watch Tiles also allow for dynamic sorting so a glance at the chart will show which securities have changed the most from the previous day's close. As positions change, you can see the tiles slide into their new positions.

Like all multi-code charts, Watch Tiles can be linked to a Symbol List in Optuma so that the securities are updated automatically.

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You can place a large number of Watchtiles onto a page, and (with real-time data) watch the details dynamically update as new data comes in.

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A double left-click on a Watch Tile will open a full-size chart for more detailed analysis.

Watchtiles can be sorted by various criteria (in Ascending or Descending order). You can also type to search for criteria, e.g. Volume:

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Opening a Watch Tile


To open a Watch Tile, go to the New menu and select the Watch Tile Chart option:

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A blank page will display. Type in the code of the security you wish to view as a Watch Tile and press Enter on your keyboard. A Watch Tile will be added to the page. You can repeat this process to display as many Watch Tiles on the page as desired.

Watch Tiles Breakdown

  • Code: The code of the security.
  • Direction: The direction of the security is calculated by comparing the latest price to the previous days close. 
  • Change %: The Net Change of the security displayed as a percentage rather than a dollar value. 
  • Last Price: Displays the value of the last tick of data to come in for the selected code.
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The Chart preview will be displayed below.

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As you roll your mouse over the Watch Tile the following data is displayed.

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  • Last: The last closing price for the selected security.
  • Change %: The percentage change of the security is calculated by (Latest price - Open expressed as a percentage of the Open) for Real-time data and (Latest price - previous days Close, expressed as a percentage of the previous close) for EOD data.
  • Net Change: The Net Change of the security is calculated by (Latest Price - Open) for Real-time data and (Latest price - previous days Close) for EOD data.
  • Bid: The highest price on the market the selected security has listed, as an unfilled order.
  • Ask: The cheapest price on the market the selected security can be purchased for.

Using Custom Scripts with Watch Tiles


It is also possible to use scripts with Watch Tiles to display calculated values or to show when different conditions have been met.

This is accessed by selecting Scripts from the Properties menu. The following will be displayed, you will be able to add a script by clicking the + as highlighted below.

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To select or create a script, click the script selection button as highlighted below.

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This will then open the Script Editor where you can create or select from an existing script. For information on the Script Editor and some scripting examples, click here.

After you have selected your scripts you can enter a title for the Abbrev, this is what will be displayed on the Watch Tile. You can also set the colour to be used for the chart plot.

The Display can be set to display as a Value only, as a chart Plot only or Both. If you select None then the script will not display any results at all.

For the following image, two scripts have been added. The first is a moving average crossover, while the second will display the value for an RSI.

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This is how it displays on the Watch Tile.

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The MACross displays a value of 0.00. This particular script will only return a result of 1 or 0. When the crossover occurs, a 1 will be displayed and if there is no crossover, then a 0 will be displayed.

The RSI displays the current RSI value. As I had the Display set to Both, a line is also plotted on the chart preview as well for each script. Both scripts will return results for the current bar/period.

Double left-clicking on the chart preview will open a full-sized price chart with the indicators also applied.

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The scripts will plot indicators as separate view tools. The MACross will display a line each time the crossover has occurred.

Deleting a Watch Tile


The fastest way to remove a Watch Tile is to go to the top-right corner of the box and left-clicking the small red x displayed.

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Actions & Properties


Actions


Clone Chart: When selected, an exact replica of the existing page with its Watch Tiles will be created.

Copy CSV values to Clipboard: Will copy the Watch Tiles values to the clipboard which can then be inserted into a spreadsheet, for example, allowing for further analysis.

Import From CSV: Provides the option of importing a list of ticker symbols from a CSV file.

Load From Bloomberg Portfolio: Only applicable to Professional subscription clients that have access to a Bloomberg Terminal.

Print Chart: Opens the page in a PDF document, which can then be printed.

Restore Default Settings: 
Click this action if you have adjusted the default settings of the Watch Tiles, and wish to return to the standard properties originally installed with Optuma.

Save Settings as Default: 
If you have adjusted any of the Watch Tiles properties, you can save the adjustments as your new default setting. Each time you open a new Watch Tiles
it will display using the new settings.

Send To: This option allows the current chart to be saved as either an image file or saved to the clipboard. If you have Professional Services then the additional options of sending the chart via Chat Message, to Word and Outlook are also available.

Open List As: For all the securities that are included in the Watch Tiles, the following can be created: Charts, Scatter Plot Chart, Sector Map, Watch List, Watch Tiles, Relative Comparison Chart and a Spread Chart.

Properties


Scripts: Uses the  Script Editor to display calculated values and/or when different conditions have been met.

Relative Code: The Watchtile chart now includes an option to set a Relative Code.  When a code is entered the Watchtile will display a relative comparison value between the Watchtile codes and the Relative code.



Sort By: Watch Tiles can be sorted by various criteria (in Ascending or Descending order). You can also type to search for criteria, e.g. Volume.

Dynamic Sort: When selected the Watch Tiles will be automatically sorted based on the criteria set for the Sort By criteria. When using real-time data, and if the Sort Tiles By is set to either Close, Volume or Percent Change then tiles will be automatically reordered as new data comes in. For example, if you have your Watchtiles ordered by Close and the 2nd tile's value becomes less than the 1st tiles value, the 2nd tile will move into the 1st position.

Group By: This setting will group the Watch Tiles based on the user selected field, e.g. Direction. Please note that some items will require a Bloomberg connection, e.g. GICS.

Auto-Fit: When selected the size of Watch Tiles will be automatically adjusted so that they are displayed on the same page.

Columns: Allows manual adjust of the Watch Tiles. Moving the slider bar to the right will increase the size of the Watch Tiles.

Time Frame: Sets the time frame to be used for the Watch Tiles. By default, this is daily but can be set to weekly, monthly, yearly and intraday (requires live data feed) and custom time frames.

Linked to List:
When selected the Watch Tiles can be linked to either a  scan or  symbol list.

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