Layouts

Layouts in StreetSmart Edge® are like different views you can create to help organize your work space. They display in a tabbed format, with up to 8 layout tabs able to be open at one time.

For example, rather than trying to fit all the research tools you use, plus trading and account information, on one screen, you can create one Research layout and one Trading layout and flip between the two. The possibilities for organizing your work area in StreetSmart Edge® are extensive and designed to meet the needs of a variety of trading styles.

Creating a Basic Layout

Use the layout tab currently open or create a new layout tab by clicking the + to the right of the layout tabs. You can also right-click on a tab and select New Layout.

Once you have the layout tab open that you want to work in, you can add, remove, and configure the tab the way you want it to look. Here are some tips for setting up the display:

• Full or Partial Screen: Make StreetSmart Edge® take up the full screen by clicking the maximize in the upper right corner of the window. Click restore to return to a partial screen mode. In this mode, you can change the size of the window by dragging the borders of the window until it's the size you want.
• Add/Remove Tools: Once the window is the size you want, add tools from the Launch Tools menu. Remove tools by clicking the X in the upper right corner of the tool.
• Resize Tools: Expand or contract the size of a tool by moving your mouse over the edge or corner of the tool until you get a double arrow, then click and drag until it's the size you want.
• Moving Tools: Move tools by clicking in the title bar of the tool and dragging it to another spot in the layout. Edges of the tools are "magnetic" and will snap together when they are placed close to another tool.

Advanced Layout Tips

Multiple Monitors: The primary StreetSmart Edge® window can be stretched across multiple monitors to create a larger layout; however, you can also "undock" layout tabs from the primary window and let them stand alone on different monitors. This allows you to view multiple layouts at once.

• To do this, click on a tab and drag it out of the primary window. You'll see the layout shrink while you move with your cursor to another location. When you let go, it will expand into its own independent window.

More Drag & Drop: Much like individual layout tabs can be dragged out and dropped as independent windows, you can also create a new independent layout tab by clicking and dragging a tool out of the primary StreetSmart Edge® display. When you drop it, a new layout tab will be created. You can have multiple layout tabs in the independent window by clicking the + next to the layout tab.

Streamlining Layouts: Layouts outside the primary display can be streamlined by clicking the icon located in the upper right of the layout window.

Saving Individual Layouts

Layout tabs can be saved by right-clicking the tab and selecting either Save Layout as a File... or Save Layout as a Template...

• Saving as a file saves an .xml file to a spot on your computer of your choosing. The benefit of saving as a file is that you can access the file externally for the purposes of backing it up, moving to another computer, sharing with other users, etc.
• Saving as a template saves the layout as part of the software. The benefit of saving as a template is that it is quickly accessible directly from the right-click menu by selecting Open Layout Template. You may save up to 30 templates to the software. If you need to save more, see Saving as a file above.

TIP: For more on saving/backing up all layouts and settings, see Backup and Restore.

Opening a Saved Layout

• Open a saved layout file by right-clicking on a tab or on the + to the right of the tabs and selecting Open Layout from File.
• Open a saved layout template by right-clicking on a tab or the + and selecting Open Layout Template, and then select the template you want to open.

Close a Layout

Close a layout by clicking on the x in the upper right corner of the tab or by right-clicking on the tab and selecting Close Layout.

TIP: For layouts opened outside the primary window, you will be given a choice to dock the layout back into the primary window, close the layout completely, or do nothing (cancel).

Rename a Layout

With the layout open, right-click on the tab and select Rename Layout, then type a name for the layout and press Enter. You can also rename layout templates by opening the Manage Templates window via the right-click menu and clicking the pencil icon.

Duplicate a Layout

You can create an exact duplicate of a layout by right-clicking on the tab and selecting Duplicate Layout.

Delete Templates

Right-click on the tab and select Manage Templates. Click the X next to the name of the template you want to delete.

Import Layouts

You can import layouts and save them as a layout template from the Manage Templates window.

1. Right-click on a layout tab and select Manage Templates
2. Click Import Layout. Click on the layout file you wish to import and click Open.
3. Give the layout template a name and click Save and then Done.
4. If you want to then open that layout, right-click on a layout tab. Select Open Layout Template and choose the layout you want to open.