TWS Beta - 发行要点

Easy Search to Open Tools from New Window Drop-Down

Now it’s easier than ever to find and open any tool from the "New Window" drop-down tools list. When you click the New Window icon in Mosaic, your cursor opens in the new Search field. Simply enter a tool or feature name, like "options" or "Advanced Market Scanner". As you start to type, the list of tools updates to fit your search, based on both the title and the feature itself. For example, typing "options" will not only return "Option Chains" and "OptionTrader," but also "Implied Volatility Viewer" and more, all of which are option-centric tools. When you see the tool you want, simply click to open.

Search to Find Tools Quickly

For convenience, tools that you have recently opened appear at the top of the list in the “For You” section.

FA Managers: Performance Improvements

To help improve TWS performance especially for Advisors that manage a large number of accounts, we have streamlined the process for handling allocation orders. This new process will result in changes in both TWS and the API (when used with TWS version 974 or greater).

In TWS:

  • In the Trade Log, Advisors will (by default) see a summary of the allocated orders. They can expand the summary to see partial fills and allocations for that order.
  • When exporting FA allocation orders, only trades for the master account will be exported. Allocation details can be exported by selecting the individual account in the Trade Log first.
    • Note that commissions for allocation transfers can also be viewed when the individual account is selected in the Trade Log window.
  • When the Advisor selects "All" in the Trades window, that selection will show "All allocation order trades."
    • Note that models cannot be selected from this list. Selecting a group will show "Group-specific allocation order trades."
  • Advisors who trading using investment Models, selecting a group in the Portfolio window will show totals across accounts in the group, or totals for the "Independent" portion of acounts in the group. The Model breakdown is hidden for simplification.

For Advisor changes to certain API calls when using TWS version 974 or greater (reqPositions, reqPnl, reqPnLSingle, placeOrder, accountSummary, and accountUpdatesMulti), see the API guide.

Fixes

An issue that resulted in OptionTrader being unable to find CNH options on HKFE has been fixed.

This latest beta release includes under-the-hood fixes to improve performance.