Release Notes Market-Q Release Date: January 24, 2013

Transcription

1 Release Ntes Market-Q Release Date: January 24, 2013

2 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 2 f 12 Table f Cntents 1 Preface 3 2 Summary f New and Enhanced Features 4 3 Details f New and Enhanced Features Cntent Optins additin f DTE Optins and Futures additin f Cntract High Vlume and Cntract Lw Vlume Net Huse Summary additin f cntent fr Canadian Cnslidated Qute symbls Display Detailed Qute and Watch List additins t Directin settings Detailed Qute and Watch List additin f Last News Update field Drp-dwn Lists additin f scrll bars t lng lists Market Depth brker name tltip n Brker ID number News headline cunts in varius windws News additin f Dw Jnes news categries t Filter drp-dwn menu Time & Sales additin f Level 1 summary qute Watch List news flags remved when stry has been read and indicatin f new stry s arrival Waterfall additinal clumn ptins fr Bid and Ask Functinality Alerts expansin f news alert types exprt nly visible data News categry cde cntext-searching fr Dw Jnes News News ppulate linked windws by clicking n symbl News navigatin between stries in news stry windw News marking stries as read/unread News imprvements t searching RTD additin f supprt fr 64-bit Symbl Lkup dialg bx redesign and search faceting Watch List additin f $CASH symbl 9 4 Fixes 10 5 System Requirements Minimum Operating System and Brwser Requirements Java Requirements Other Requirements 12

3 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 3 f 12 1 Preface This dcument utlines the key new features, functinality and cntent included in Market-Q release 3.6.3, based n changes in cmparisn t Market-Q 3.6 which was released n April 13, The infrmatin cntained in this dcument shall nt be deemed as financial advice, cnsultancy r express warranty r warranty f fitness fr a special purpse. Interactive Data Crpratin will nt be liable fr any inaccuracy r incmpleteness f the infrmatin r data supplied with this dcument. This dcument cntains cnfidential infrmatin and is prvided exclusively fr the infrmatin f the recipients. It may nt be cpied r distributed t any third party in any frm whatsever withut the prir written cnsent f Interactive Data Crpratin. Release Ntes Style Cnventin: Blded phrases with pipe signs ( ) dente a menu cmmand, either frm the main Market-Q drp-dwn navigatin menu r thrugh a cntextual right-click menu in a certain windw. Terms in qutatin marks refer t a specific feature f the system.

4 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 4 f 12 2 Summary f New and Enhanced Features We are pleased t annunce a new release f Market-Q, Interactive Data s brwser-based real-time streaming market data desktp that integrates glbal real-time pricing infrmatin, news, research, fundamentals, crprate actins and dividend data. With n sftware t dwnlad, Market-Q is designed t ffer anywhere, anytime access fr prfessinals wh need a cst-effective and flexible, yet sphisticated market data slutin. Sme f the tp enhancements f the new versin f Market-Q include the fllwing. Specific details n each ne f these items are included in Sectin 3 f these Release Ntes. Cntent DTE equity ptin symbls will nw display a Days Til Expiratin calculatin in the current DTE field in the Detailed Qute and Watch List. Cntract Vlume stck ptins and futures cntracts nw have 2 additinal data-pints fr Cntract High Vlume and Cntract Lw Vlume. Net Huse Summary infrmatin has been added fr Canadian Cnslidated Qute symbls, which are dented by a CC suffix. Display Detailed Qute and Watch List fields fr Last, % Change and Last+Change will nw pick up green/red clurs fr up/dwn values. Detailed Qute and Watch List a new field has been added fr Last News Update. Drp-dwn Lists scrll bars will nw display n lists with a large number f items. Market Depth brker name will nw cnsistently appear in a tltip abve the Brker ID number fr Canadian securities. News news headlines cunts will nw be cnsistent acrss all windw types that display it (Detailed Qute, Watch List and News). News certain Dw Jnes news categries have been added permanently t the Filter drp-dwn list in the News windw. Time & Sales a Level 1 summary qute fr the security can nw be displayed at the tp f the windw. Watch List the Flag assciated with a specific news stry will nw be remved frm the Watch List Flags clumn nce the stry has been read. In additin, the flag will nw flash mmentarily t indicate the arrival f a mre recent stry. Waterfall clumns can nw be added t the default Waterfall display fr Bid, Bid Exchange, Ask, Ask Exchange and Bid-Ask Size.

5 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 5 f 12 Functinality Alerts the type f News Alerts that can be set has been expanded t accmmdate the mre rbust news filtering intrduced in this release f Market-Q. the ability t exprt nly visible chart data has been intrduced t the windw. News a categry cde within a Dw Jnes news stry can nw be single-clicked t initiate a search fr ther Dw Jnes news stries frm that same categry. News a symbl within a news stry can nw be single-clicked t ppulate ther windws in the same page with that symbl. Hvering ver the symbl will als display a tltip with a summary qute fr the symbl. News stries can nw be mre quickly navigated thrugh previus and next buttns. News new right-click cntext cmmand fr Mark Stry as Read/Unread has been added. News searching has been imprved in the fllwing ways: The limit f 500 stries maximum returned fr a search has been remved. Users can nw search based n multiple search criteria at the same time. Users can nw invke Blean expressins in news searching. Time ranges and time stamps can nw be searched. Better supprt f searching by keywrd and key phrase. Ability t select mre than ne Dw Jnes categry t cmbine in a search. RTD supprt fr 64-bit Java systems has been added. Symbl Lkup the Symbl Lkup windw has been redesigned t ffer an imprved search experience with faceted search results by exchange, instrument type and classificatin. Watch List supprt added fr a $CASH symbl t use in tracking cash balances. Watch List duble-clicking n a News flag will nw pen the relevant news stry int display, allwing fr immediate access f the stry cntent.

6 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 6 f 12 3 Details f New and Enhanced Features 3.1 Cntent Optins additin f DTE Equity ptin symbls will nw display a Days Til Expiratin calculatin in the current DTE field in the Detailed Qute and Watch List Optins and Futures additin f Cntract High Vlume and Cntract Lw Vlume Cntract Vlume stck ptins and futures cntracts nw have 2 additinal data-pints fr Cntract High Vlume and Cntract Lw Vlume. These new fields can be selected in the Detailed Qute and Watch List Net Huse Summary additin f cntent fr Canadian Cnslidated Qute symbls Net Huse Summary infrmatin has been added fr Canadian Cnslidated Qute symbls, which are dented by a CC suffix. Net Huse Summary infrmatin can be queried fr these cnslidated qute symbls by entering the symbl with a CC suffix in the windw. 3.2 Display Detailed Qute and Watch List additins t Directin settings A new setting has been added t the Directin sectin f the Detailed Qute Display Prperties dialg bx t allw the selectin f directin clrs n Last, Change and % Change at the same time. The Last+Change selectin will nw als crrectly display directin clrs Detailed Qute and Watch List additin f Last News Update field A new field has been added t the Detailed Qute and Watch List windws fr Last News Update. This will display the time assciated with the latest news update fr the symbl.

7 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 7 f Drp-dwn Lists additin f scrll bars t lng lists Scrll bars will nw display n drp-dwn lists with a large number f items, in rder t keep the size f the drp-dwn apprpriate t the windw size, while still enabling access t all items in the list Market Depth brker name tltip n Brker ID number The brker name assciated with an rder will nw cnsistently appear in a tltip abve the Brker ID number fr Canadian securities News headline cunts in varius windws News headline cunts will nw be cnsistent acrss all windw types that display this value (Detailed Qute, Watch List and News). In the Detailed Qute and Watch List windws, the data item is called Headline Cunt News additin f Dw Jnes news categries t Filter drp-dwn menu Certain Dw Jnes news categries have been added permanently t the Filter drpdwn list in the News windw fr easy access. These categries include: All DJ News Barrn s (categry cde N/BRN) Federal Reserve (categry cde G/FED) Practice Management (categry cde N/PMT) Wall Street Jurnal (categry cde N/JNL) Time & Sales additin f Level 1 summary qute A Level 1 summary qute bar has been added t the Time & Sales windw, belw the filter bar, fr the security currently being tracked in the windw. The fields displayed in the summary qute bar can be custmized by right-clicking n the bar and selecting Fields Custmize frm the menu that appears Watch List news flags remved when stry has been read and indicatin f new stry s arrival In the Watch List Flag clumn, the flag assciated with a specific news stry will nw be remved nce the stry has been read. In the event a news flag is currently displaying and a new stry arrives fr the same symbl, the flag will nw flash mmentarily t indicate the arrival f a mre recent stry Waterfall additinal clumn ptins fr Bid and Ask Clumns can nw be added t the default Waterfall display fr Bid, Bid Exchange, Ask, Ask Exchange and Bid-Ask Size. T d s, right-click in the clumn heading and select Clumns... frm the cntext menu that appears.

8 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 8 f Functinality Alerts expansin f news alert types The type f News Alerts that can be set has been expanded t accmmdate the mre rbust news filtering intrduced in this release f Market-Q. Alerts can nw be set with text and Blean searching ptins, and multiple categries can nw be selected in a single alert setting. Text searching ptins include: All Fields, All Wrds, Exact Phrase, Whle Wrd and Match Case exprt nly visible data The ability t exprt nly visible chart data has been intrduced t the windw. T access this feature, right-click in the windw and select Exprt Data Visible Data t Ascii Text r Exprt Data Visible Data t Excel. Only the data assciated with the visible prtin f the chart will be exprted using this feature News categry cde cntext-searching fr Dw Jnes News A categry cde at the bttm f a Dw Jnes news stry can nw be single-clicked t initiate a search fr ther Dw Jnes news stries frm that same categry News ppulate linked windws by clicking n symbl A symbl within a news stry can nw be single-clicked t ppulate ther windws in the same page with that symbl. The click-actin setting can be cnfigured in the News Stry Click Actin area f the Display Prperties dialg bx. Hvering ver the symbl at the bttm f the news stry will als display a tltip with a summary qute fr the symbl News navigatin between stries in news stry windw Stries can nw be mre quickly navigated thrugh the additin f Next and Previus arrw-buttns t the tp f the full stry windw/pane. These buttns enable quick scrlling f a list f news stries, and will appear when the full news stry windw is bth a separate pane and embedded in the same pane as the news headlines. T the right f these 2 buttns, a widget icn can be selected t drp dwn a list f headlines that can be used t directly selected anther stry (nt in frward/backward sequence) t view News marking stries as read/unread A new right-click cntext cmmand fr marking stries as read/unread has been added in the News headlines windw. When right-clicking n the headline fr a read stry, the cmmand will appear as Mark Stry as Unread ; when n an unread headline, the cmmand will appear as Mark Stry as Read.

9 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 9 f News imprvements t searching News searching has been imprved in the fllwing ways: The limit f 500 stries maximum returned fr a search has been remved. Users can nw search based n multiple search criteria at the same time. Users can nw invke Blean expressins in news searching, as well as searching based n varius text criteria such as All Text, Any Wrds, Exact Phrase, Whle Wrd and Match Case. Time ranges and time stamps can nw be searched. There is nw better supprt f searching by keywrd and key phrase. Mre than ne Dw Jnes categry can nw be cmbined in a search RTD additin f supprt fr 64-bit Supprt fr 64-bit Java n mst cmputer systems has been added t the RTD functinality within Market-Q Symbl Lkup dialg bx redesign and search faceting The Symbl Lkup windw has been redesigned t ffer an imprved search experience with faceted search results by exchange, instrument type and classificatin. The windw nw has a left pane that allws yu t select frm sme r all Exchange, Type and Classificatin categries, and see instantly the number f results in each categry as yu make changes t the search criteria. The right pane will display the results f yur symbl lkup search. Yu may search by symbl, keywrd/cmpany name, CUSIP, ISIN and ther identifiers that may be in ur database. The Back buttn abve the left pane allws yu t mve back ne step in yur search prcess, and the Reset buttn at the tp right f the windw allws yu t reset the windw and start a fresh search Watch List additin f $CASH symbl Supprt had been added fr a $CASH symbl t use in tracking cash balances. The default value f $CASH is 1, s entering a value in the Psitins entry bx that crrespnds with the number f dllars t be tracked will enable the $CASH symbl t track the cash psitin in a watch list. The cash value will be visible in the Prtfli view nly Watch List News flag click t news stry Duble-clicking n a News flag will nw pen the relevant news stry int display, allwing fr immediate access f the stry cntent.

10 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 10 f 12 4 Fixes The fllwing fixes are included in Market-Q 3.6.3: Alerts Alert threshld tlerances have been adjusted t allw fr the triggering f alerts when setting an alert at the time that the cnditin and criteria are very clsely matched. Alerts Percentage values entered fr a % Change alert will nw be treated cnsistently n a percentage rather than a decimal basis. Previusly, ne had t enter a decimal interpretatin f the % Change value in rder t have the alert trigger. When event markers are displayed, the name f the marker will nw appear in the tltip fr the marker, t enable better recgnitin f each marker type. The prcessing f sme chart drawing tls in an exprted wrkspace that is re-imprted has been fixed. The wrd default will nw n lnger appear n sme chart study headers t dente the default study aspects are being used. The Saved Views functin will nw save the pane divider psitin fr multiple studies. Daily bars will n lnger be missing fr CME Futures symbls. Tick charts will nw cnsistently shw all data when scrlling back in time and exprting data frm the chart. Canadian indices will nw build intraday vlume bars prperly. Detailed Qute and Watch List The Prev XDate and Div XDate fields will nw crrectly reflect the assciated data. Previusly, sme symbl had the Div XDate displaying in bth fields. General The issue with intermittent Java Heap Space errrs has been crrected. Ht Lists Having a dynamic htlist pen fr an extended perid f time will n lnger result in the Market-Q applicatin ceasing t wrk.

11 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 11 f 12 News A news headline that has been read in ne News windw will nw synchrnize with ther News windws in a user s wrkspace t mark that headline as Read in all News windws. Research Center Fr cbrand users f the URL, the Statistics Canada URLs have been updated t reflect the mst current versin f the webpage n the Statistics Canada site. Snap Qute A clsed-end fund symbl will nw ppulate a linked Fundamentals windw frm the Snap Qute. Stck Optins The underlying qute area will nw fill the available space with the fields assciated with the qute. Watch List The Flash display n the field Last+Change will nw wrk. Watch List The 52 week high and lw markers that appear t the right f a symbl will nw clear dwn each trading day with the ther data assciated with that symbl. Watch List Clumn sizes will nw be saved with the wrkspace even when the Frmatting Shw Header selectin in the Display Prperties dialg bx is deselected. Watch List Prtfli dllar values will nw be shwn t 2 decimal places cnsistently. Waterfall The Waterfall windw will nw n lnger shw an intermittent discnnected status after lading a wrkspace.

12 Interactive Data Wealth Management Slutins Market-Q Release Ntes Page 12 f 12 5 System Requirements 5.1 Minimum Operating System and Brwser Requirements Micrsft Windws 2000, XP, Vista r 7 We recmmend installing the latest service pack fr yur perating system Internet Explrer 6 r higher, Mzilla Firefx 3 r higher, Apple Safari fr Windws 3.2 r higher Ggle Chrme is unfficially supprted at present 5.2 Java Requirements Minimum: Java Versin 1.5 Recmmended: Java Versin r higher NOTE: issues with Java Versins t have been detected n sme islated client systems 5.3 Other Requirements Ckies enabled Pp-up blcking disabled r pp-ups allwed fr yur Market-Q URL