OmniTrader
Creating a New Focus List

A focus list (also called a profile) must be set up in order to view securities and perform further testing. A focus list may contain the entire market, or can be used for a watch list or selection of securities.

1. Click on File and then New Profile.
    
2. In the name section, type a name the new profile and under profile type select the required profile type.
    
3. Click the Create button.

This will give you a screen with a blank profile to the left. We now need to add securities to this so that we can display and use the data.

1. Click on the Edit icon (shown as a pencil). This will take you to a new window.
    
2. Looking at the right hand side, under the drive/directories box, you will need to locate your data folder. Navigate through your directory structure to the folder you want to add data from (you will see stock names/symbols in the centre area if there is data in a folder).
    
3. Choose the stocks you would like to add by clicking on the security to highlight it. You may also drag the mouse across several to highlight consecutive stocks, or you may use ctrl+left click to highlight several stocks that are not consecutive. You can also click the Select All button to select all shares in the folder.
    
4. Click on the Add button to add your selected symbols to the Focus List.
    
5. Repeat this process for any other folders which you would like to add data from by following steps 2 - 4 again.
    
6. Click on OK and your Focus List will be ready for use!

You can also edit the focus list at any time by clicking the Pencil button to return to the edit screen.