How do I set up Custom Rules for my Custom Index?

To set up Alerts in the Trader Workstation, right click on the symbol you wish to set the Alert for and left click on the "Alert" bell icon in the right click menu. If you wish to create a simple Price alert, you can do so from the "Configure Price Condition" pop up window. If you wish to create a different alert such as a Trade alert, Margin Cushion alert, Volume alert, etc., click the "Advanced Settings" button to choose your alert type…

You can set up bracket orders with defined offset amounts within your order Presets. In Classic TWS, click on the Edit menu option followed by Global Configuration. On the left side, expand the Presets section by clicking on the plus sign next to the word presets. Next, click the product type you wish to set up Presets for (ex. Stocks, Options, Forex, etc.). The Presets window will populate on the right side. Click the "All possible fields" button at the top of the window to expand all of the sections within Presets. Scroll down to the "Target Order (Profit-taker)" and "Attached Stop Order" sections. Use the various sections (Order Type, Limit Price/Stop Price, Offset Amount, etc). to set up your desired parameters. Once you have set up your bracket order Presets as you wish, click the Apply button followed by OK to close the window…

Yes. To set up automatic delivery of reports for clients:

1. From the Menu bar, click the Performance & Reports
2. From the Statements tab, scroll to the Custom Statements…

When you create Custom Rules for a Custom Index model, please note the Custom Rules are stacked. This means that if the instrument meets multiple scaling criteria, the target% is multiplied across all of the scaling values. For example: 

Assume the user defines Rule 1, that if the market cap is greater than $1 Trillion, scale by 1.1. The user defines Rule 2 that any instruments in the Tech Industry are scaled by 0.9. in this case, the Target % will be defined as:…