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Migrating from v17 EasyScans to v18 Topic Rating:
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jchas
Posted : Wednesday, March 28, 2018 2:51:03 PM
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Joined: 11/4/2016
Posts: 28

This v18 upgrade has cost me a lot of time so far.  And I'm not sure I see the benefit.

Could you please add some way to automatically convert existing EasyScans (which already have source list and conditions) in to Combo Lists?

For those of us who have built up a big library of EasyScans already, it's a big chore to re-create all of these as Combo Lists (time consuming and error prone).

Thanks,

.../john

jchas
Posted : Wednesday, March 28, 2018 3:09:13 PM
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Joined: 11/4/2016
Posts: 28

IMHO, your first priority when rolling out new features should be to make life easier for your existing clients.

I don't think that was the case this time around.

Bruce_L
Posted : Wednesday, March 28, 2018 3:42:13 PM


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Joined: 10/7/2004
Posts: 65,138

Thank you for your suggestion.



-Bruce
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timewarp
Posted : Thursday, March 29, 2018 10:24:11 AM
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Joined: 12/16/2015
Posts: 15

I'm comfused with V18 scanning. I don't understand why you took something so simple away just to add a layer of complexity without training videos to boot. At least give us the choice to stay with V17 if we so desire. I don't like it at all. Please give me V17 back!

Bruce_L
Posted : Thursday, March 29, 2018 11:15:19 AM


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Joined: 10/7/2004
Posts: 65,138

These aren't videos, but they are illustrated step-by-step instructions.

Thank you for your suggestions and feedback.



-Bruce
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dblazen
Posted : Thursday, March 29, 2018 2:35:34 PM
Gold Customer Gold Customer

Joined: 12/7/2004
Posts: 107

I second timewarps suggestion, couldn't agree more.

 

 

Al_Gorithm
Posted : Thursday, March 29, 2018 3:02:24 PM

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Joined: 6/30/2017
Posts: 1,227

Bruce, thanks for all the links. I need to check these out after Easter.

Michael is going to have his hands full across the country explaining all the new v18 toys. 

MichaelR
Posted : Thursday, March 29, 2018 3:26:11 PM
Platinum Customer Platinum Customer

Joined: 10/7/2004
Posts: 95

I am also in agreement.  I just went through the upgrade process and find that many of my existing Easy Scans that referenced various watchlists which I have created now default to "High Cap 1000" as the source and there is no simple way to change the source for the scan other than re-doing a new combo scan.  I am sorry to be blunt but this is just ridiculous.  I have been a TeleChart customer for decades now and this arbitrary change is really unacceptable.

You need to understand your customer's workflow and not simply let the programmers make arbitrary decisions to change something since they think it will be "cool".

Bruce_L
Posted : Thursday, March 29, 2018 3:30:25 PM


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Joined: 10/7/2004
Posts: 65,138

If you have the same WatchList for those scans and not a bunch of different WatchLists, you can do the following to bring up something besides "High Cap 1000".

How to Set a New Default Watchlist for Sorting or EasyScan



-Bruce
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MichaelR
Posted : Thursday, March 29, 2018 3:44:49 PM
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Joined: 10/7/2004
Posts: 95

I want to rant further about this with an example.  I had an Easy Scan called High Volume ETFs that used the Worden ETF watchlist and then applied a volume filter of Volume 90 Day > 5 Million shares.  When I pull up this scan it sources the High Cap 1000 which I can change but can't save.

Okay, so I figure I will use the Combo List.  I create a combo list with ETFs as the source and the High Volume ETFs condition set and get what I had before.  BUT now the problem is if I wish to edit the conditions I can't!  When I click on the little blue funnel all I get is the name "High Volume ETFs" and NO ability to go into the condition set to change something easily.

The other thing I also noticed is that there is no option to change the column set on this list to one of my preset column lists.  Why isn't this possible?

This release is miserably bad.  Please let us revert to version 17 until these issues are fixed!

Bruce_L
Posted : Thursday, March 29, 2018 3:55:12 PM


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Joined: 10/7/2004
Posts: 65,138

When you select a Combo List as the active WatchList there is an Edit Comob List icon to the right of the name of the Combo List (it looks like pencil and paper) which can be used to edit that Combo List.

How to Apply a Column Set to a Watchlist

Thank you for your suggestions and feedback.



-Bruce
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MichaelR
Posted : Thursday, March 29, 2018 9:16:49 PM
Platinum Customer Platinum Customer

Joined: 10/7/2004
Posts: 95

Bruce,

Thanks for the reply and your explanation of and links to the new way to do things.

Good traders know that the key to success is to establish a proven approach with a given routine and then execute that routine over and over.  TC2000 is the tool that allows this workflow to take place. When the designers of this tool decide to arbitrarily change how that workflow is accomplished, or worse, change the results that workflow produces they directly affect a trader's effectiveness and efficiency.

Much like jchas comment to start this thread I can't see any clear advantage to these changes and all I can see is extra work now to convert my existing workflow around these new restrictions.

I can create the new combo lists, which is work in and of itself, but I also now have a bunch of Easy Scans that have names that no longer bear an accurate relation to what their results will be and (as far as I can tell) no way to simply rename them. This means duplicate the scan with a new name and then go back in and delete the original yet deceptively named scan. If there is another alternative I would appreciate knowing about it.

Nothing I saw in the release of this new version highlighted any of these significant changes which is unfortunate when changes at this level occur.

Telechart normally does a pretty great job but this release is a sad disappointment.

Al_Gorithm
Posted : Saturday, March 31, 2018 9:39:39 AM

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Joined: 6/30/2017
Posts: 1,227

I haven't gotten deep enough into v18 to offer an opinion, but I'm going to anyway. :)

Traders are like snowflakes - no two are the same. Different styles, different trading plans (you do have a plan, right? ;) ... my point is they all have different workflows as well.

While suggestions, feedback, and yes ... even "ranting" are welcome, I'm going to stick up for the programmers. I've been a Software Engineer for decades, and unless you're a sole proprietor, you don't make "arbitrary" changes. You have bosses and clients just like everybody else.

Progress is never a straight line. I see the same old sh#t in the forums every Spring when a new version rolls out. Frankly I think some TC2000 users are spoiled. Think about all the functionality added in recent years. (If you need a reminder, just pull up v12.5 in a browser and compare ... or better yet, try using v7. LOL.)

Personally, I can't believe Worden deep-sixed EasyScans. But since I don't have enough money (yet) to start my own software company I'm going to learn how to use v18, even if I have to drive Bruce and Michael crazy with questions.

jlh
Posted : Saturday, March 31, 2018 1:08:24 PM
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Joined: 8/14/2011
Posts: 11

Don't want to keep piling on about the EasyScan debacle as a result of changes in Version 18, But the changes have made some of my EasyScans inoperable on my TC2000 Iphone app. Many scans show no results on the Iphone but they do produce results on the PC. I use the Iphone app alot to screen stocks when I am away from my PC. This is frustrating. After much work and reading your posts, I have gotten Easyscans usable again om my PC, now how do I do that on the Iphone App?? Thank you.

Al_Gorithm
Posted : Saturday, March 31, 2018 2:51:15 PM

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Joined: 6/30/2017
Posts: 1,227

Yeah, v18 isn't going to win any S&C Reader's Choice awards anytime soon.

markhike
Posted : Sunday, April 1, 2018 1:06:10 PM
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Joined: 5/23/2006
Posts: 75

I have to say the V18 upgrade is a bit messy. Not sure why the developers didn't realize that EasyScan is not just a condition set, it is A source list + A condition set + A default column set. We lost two third of the information in an EasyScan when upgrading to V18.

We can rebuild the easy scan using combo list IF people still remember all three components. The source list is fine, but I don't think all the default column sets can be re-constructed easily if they had not been saved to a named column set in V17.

So if Worden can automatically convert all EasyScans into Combo Lists for all users, not just to Condition Sets, that would go a long way to smooth the transition.

 

MichaelR
Posted : Sunday, April 1, 2018 4:37:32 PM
Platinum Customer Platinum Customer

Joined: 10/7/2004
Posts: 95

I would highligh another of the negative changes in V18. If you use a simple easy scan you can no longer (as far as I can tell) save a default column set for the scan. It only allows saving the default column set for the watchlist.

And, for what it is worth, it was much handier to be able to select the little 3 bar symbol in the upper right corner of the window to make column changes since it is alway visible. Requiring the use of the orange circle with the "+" sign isn't straightforward since it may not be visible depending on layout and window size and the watchlist windows don't allow left/right scrolling.

All of this could be easily fixed if the easy scans were returned to the ability to select a watchlist within the easy scan. If the combo list feature is usable to people so much the better but my recommendation is to leave the watchlist tab as JUST watchlists and leave the Easy Scan tab as JUST scans.

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