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FAQ Text
Hardware and O/S requirements
The SortWizard's hardware and
operating system requirements are as follows:
| Hardware |
Pentium 3 or 4,
1 GHz or the best price performance chip on the market
RAM > 512MB (min 256MB / monitor) |
| Video RAM |
16 MB/monitor
min |
| Operating System |
Windows XP or
Windows 2000 |
| Internet
Connection |
DSL or cable |
Will I lose any time on
my subscription or trial if I order before expiration?
You will never lose any time
remaining on your trial or subscription no matter when you order the
SortWizard as a new client or renew an existing account. Your new
subscription period is automatically added to the current end date.
Procedure for Upgrading to the Plus Version
Your SortWizard can
be easily upgraded to the Plus version at anytime during an active
subscription.
All you need to do is renew your
subscription but this time select the SortWizard Plus version and
subscription duration you desire.
Go to
renewal page
MBTrading clients:
go to this
link instead.
When we receive confirmation that your
SortWizard Plus order has been processed, we will look up you
records to determine the number of days remaining on your current
Standard Version subscription. The remaining time on your current
subscription will be added on a prorated basis to the duration
of your new subscription to the SortWizard Plus.
We will create a new subscription
authorization file and you will receive it by email and install it the
same way you did with your current subscription.
There is no need to uninstall the
SortWizard. Your new authorization email will provide a link
for you to go to install the latest version of he SortWizard.
Locating your RealTick User Name.
The User Name is used to
create the subscription authorization permissioning that starts up your
subscription or trial.
When placing a trial or
subscription order for the SortWizard, you need to submit your
RealTick User Name. To find your User Name go to:
User
Name for an example. "This Information" as it is shown on
your RealTick log-on window is the needed information. If you
can not locate it that way, using the Windows Find function, search the
hard drive where you have installed Real Tick for the "Tal.ini"
file. From there, double click on it to open the Tal.ini in Notepad.
Then look for the section heading "[USERINFO]". Find "UserName=" in
that section. The information to the right of the "=" is
your User Name. The User Name is case sensitive and must submitted
exactly as shown. If an incorrect User Name is submitted, you will
get an error when starting up the SortWizard.
TAL Server Error
There
are two things to consider when resolving this issue.
Did you change your RealTick datafeed
service or broker? If you did change, go to step #2.
If you did not, then the datafeed server you are on is probably not
and operating properly. The best way to resolve this is to close
the SortWizard then close RealTick close the Permcache in you system
tray then start RealTick and then start the SortWizard. Make sure
you perform that restarting process in the order described. As an
alternative, sometimes just rerunning the search will eventually
reconnect the SortWizard to the RealTick server. If that is
unsuccessfully, go to 2b.
Your SortWizard,
generally, will not properly connect to the datafeed
server if you have changed your RealTick broker. And, you are
probably getting an error that says you "Cannot Connect to the TAL
server". To remedy this situation you will need to do two things.
-
Your User Name has most
likely changed. You will need to complete the Change of User
Name Request Form. We will create a new authorization file using
your new User Name and you will receive it by email once your request
has been processed.
Go to form
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Next, check to see if
your Datafeed Configuration is still correct. Make any changes
required as per the instructions below.
First, open any existing search file
or open a new one. From the Search Parameters Setup window,
select the Global Settings tab and then in the blank field to the left
of the Server Machine Name, type the name of the server found in the
TAL.INI file where your RealTick application has been installed.
The server name is generally; $QUOTES$. When you
installed RealTick it created a shortcut to the TAL.INI.
That file can be found through Windows via Start, then Programs then,
TAL Trading Tools (or PCQuote or Townsend Analytics) then, select
TAL.INI. It can also be easily found by using the Windows or
Windows Explorer "Find" or "Search" function. Open the TAL.INI by
double clicking on it. If you have the TAL.INI shortcut double click
it. Otherwise open the file in Notepad or any other word processor. In
TAL.INI, look for a section named "[SERVERS]" and in that section find
"PRICES=". The information you are looking for to place in the
SortWizard's Configuration file is the text AFTER the "=".
Find the section that looks like the
text below,
[SERVERS]
Orders=$ORDSRV$
Positions=$SOLSRV$
Prices=$QUOTES$ This is the line you are looking for;
$QUOTES$ is the information that needs to be transferred to the
SortWizard configuration.
News=$NEWS$
The information after the "=" (like
shown in bold above) is what you put into the field in Configuration.
Delete what was there before if it is not blank. Otherwise, call
your RealTick service provider and ask them for the "name of the price
server specified in the TAL.INI".
Trouble logging in to the
SortWizard Server
- Check
the SortWizard server status. The SW Server Status can be
found in the upper left corner of the SortWizard's home page. There
will be a color indicator that indicates
the status
as shown below. When you click on the SW Server Status link
itself you will see an
explanation if one is applicable.
Click here to see
current status.
- If you
are unable to log in,
click "Ok" to the Exception #1 error message.
The "SortWizard Server Setup" window should now be
displayed. Check the SortWizard Server Web Page address.
The address MUST
be: "www.sortwizard.net/get_a_server.asp".
If it is not that address, you will need to edit it accordingly in the
SortWizard Server Web Page field. Click "Ok" and you
should now be logging in to a SortWizard server.
If you ARE able to log in,
go to Search Parameters
Setup, then the Global Settings tab, then the SortWizard Server Setup
button. The SortWizard Server Web Page must be changed to:
63.136.86.160/get_a_server.asp if it is not already set to that.
Click
here to test your connection. This test should
result in a response of either: "12.24.252.28:18" or "swserver.tzo.com:18".
-
We have
also switched from using port 20 to port 18. If you get a login
or expiration error and are using a firewall, you will need to open up
port 18.
Adding or Changing a Computer or
Reconfiguring a Damaged Computer
Your SortWizard
will operate on as many computers as you would like. However, you
can only access one data feed at a time. If you had a system crash
and had to repair your system in someway that either damaged or deleted
your authorization file, you can easily fix that problem. Here is
how you do it for the specific case that fits your situation.
Adding
/ Changing Computers:
Click here
to download the SortWizard full installation software. Start the
installation of the software by double clicking on the file.
Locate your original email that contained
SortWizard Server Setup Information. Or, look in the c:\neo_subs\servekey.txt
folder. Highlight and copy all the Server Setup Information
contained in that file. Start up the SortWizard by clicking on the
shortcut on your desktop. You will first get an error message.
Click the "OK" button. Then the SortWizard Server Setup dialog box
will come up. Now click the "Insert Server Setup Information"
button in the Server Setup dialog box. That should have inserted
all the information into the Setup window's blank fields. Click
the "OK" button and you should now be logging in to the SortWizard.
Reconfiguring a repaired / reformatted computer:
Click here
to download the SortWizard full installation software. Install the
software per the instructions on that page. Make sure RealTick is
not running when you perform the install.
Determine whether you have the latest
version. Check in "Help" then "About" on the SortWizard's menu bar
to see what version is installed. Then the fastest way to check to see
if it the most current, look on the first line of integrated browser at
the bottom of the SortWizard's display window. You will find the most
current version and date of revision there. Or, click on the
"World with Spyglass" icon to get to the web site from the SortWizard's
toolbar and select "Resource Center" under "Help" in the menu
bar of teh website. If your are not running the
most current version for your subscription type, either download the
file, complete the form (whichever is applicable) or look on your
subscription authorization email and install the update.
Locate your original email that contained
SortWizard Server Setup Information. Highlight and copy all the Server Setup Information
contained in that file. Start up the SortWizard by clicking on the
shortcut on your desktop. You will first get an error message.
Click the "OK" button. Then the SortWizard Server Setup dialog box
will come up. Now click the "Insert Server Setup Information"
button in the Server Setup dialog box. That should have inserted
all the information into the Setup window's blank fields. Click
the "OK" button and you should now be logging in to the SortWizard.
If that is Neo, Incorporated, email:
support@sortwizard.com and type "Authorization File Request" in the
subject line and supply your full name as used when you subscribed and
your phone number in the body of the email. We will send your
original file by return email.
SortWizard update installation instructions
for RealTick 7.6 users updating to 7.7.
The SortWizard update you will be using is a tested beta version.
However, we cannot be sure it
work work properly under all searching circumstances. Please advise
us if you run into any problems at
support@sortwizard.com or call 314.567.0552 inorder that we can fix those issues
as soon as possible.
Current SortWizard version: 2.2045 dated 11/29/07
Updating to the most current SortWizard version for those users that
have the SortWizard already running with RealTick 7.7
-
Do not uninstall the existing version of the
SortWizard.
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If the file is in the format
of: "sw2_2xxxFull.exe", then double click on the file and it will handle
the update automatically.
-
If the file is in the format
of: "sortwizard.exe",
then when saving the file just overwrite the existing sortwizard.exe in the c:\program files\neo inc.\sortwizard folder
(or to the folder in which you installed the SortWizard originally).
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Click here
to download the update file.
Accidentally uninstalled the SortWizard prior
to updating or starting up a subscription:
There is no need to uninstall the
SortWizard prior to installing an update or starting up a subscription.
The update is not a complete installation as if you were installing the
SortWizard for the first time. The update installation only
updates a select group of files.
Click here
to download the SortWizard full installation software. Install the
software per the instructions on that page. Make sure RealTick is
not running when you perform the install
If you are an active subscriber, there is
no need to reinstall the Subscription Authorization File (authsvr32.exe)
as this file is already installed. If you are not an active
subscriber, you will need to place a new subscription order. Once
the order is placed and processed, you will receive an email with a new
Subscription Authorization File (authsvr32.exe). Follow the
instructions on that email to setup your subscription.
Usage Issues
End of day (EoD)
searches using the Plus Version:
The SortWizard's database is
updated at about 7:30 PM EST the same day as the market closing data is
available. After the SortWizard database has been updated, there is
conflicting data between the RealTick server and the SortWizard database
information. The issue is that the RealTick servers have not yet been
updated to reflect the closing information. The RealTick update is not
performed until the following day at about 7:45 AM or so EST.
This can be easily resolved.
Do Not use any RealTick data for your EoD searches. Use Only the data
from the SortWizard's database. E.g., Click on the "Add Field" tab in
the Parameters Setup. Select the "SORTWIZARD" server and the "TODAY"
table. Then from that list of fields add e.g. "Hist Close" and
other required fields as these are now all updated with the current day's
results and set as the new EoD data. If you have used RealTick fields,
your formulas and limits need to modified use the SortWizard's EoD fields.
The data
returned in some fields seems to be from the
incorrect trading day.
Since SortWizard database
is updated the same day as the market closing and the RealTick servers will
not be updated with the current trading day’s info until the follow day, there
are differences in data based on the fields you have selected to use in your
searches. You need to pay special attention to TO THE SOURCE OF THE
DATA. For example Hist Close is one of them. These are two
fields with the same name; one is from the SortWizard servers and other one is
from RealTick servers. You can verify the source of the data by clicking
on the Field Info button in Primary Criteria and in the Limits and Formulas
tabs in Column Information section. When you review the field
information; if the Server line starts with SortWizard then it is a SortWizard
data field, if it starts with Prices or Calculations it is a RealTick data
field.
Search compatibility with prior software
versions
When you are running
incompatible STK files you will get a File Format error. The 2.2 release
required a significant format change in the structure of the STK files.
Therefore older files saved in versions prior to 2.1975 may not load into the
new version.
We can provide conversion
processing or a special installation of a previous version. Support for
this service will be on an hourly basis. Contact our support department if you would like to request this
service.
Known Problems
RealTick 7.7 and
compatibility problems with the
SortWizard:
-
We have worked out the new
RealTick interface and now have a beta version of the SortWizard available.
Click here for the setup instructions.
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If you would like to uninstall
RealTick 7.7 and reinstall the previous 7.6 version of RealTick you need to
follow the procedure below to do to ensure a clean uninstall of 7.7. If
you do not get a clean uninstall on 7.7, 7.6 will not work properly.
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Uninstall the "TAL Win32
Toolkit" using Control Panel - Add/Remove Programs (that's the 7.7 Toolkit).
-
Reboot your computer.
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Uninstall "TAL Trading Tools"
using Add/Remove Programs (that's the standard 7.7 RealTick).
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If you have pages (TAL\PAGES
folder) that you want to keep, save them in another folder outside of the TAL
folder. Do the same for files in the PARM folder that you want to keep.
-
Delete the TAL folder.
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Reboot your computer.
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Download RealTick 7.6 and
install as usual.
SortWizard Full Install:
Click
here go to FAQs for instructions and to download the
SortWizard version designed for RealTick 7.6.
Is Active field in RealTick (TAL) datafeed:
If you are not getting
expected search results the problem may be the Is Active field. This
field is used to eliminate symbols that have not traded from your search
results. This field is reset to "0" each day just prior to the
market open. Sometimes this field is reset to "0" prior to that on
weekends or when holidays occur during the normal trading weekday.
If you have Is Active set to =1 in your searches, just remove the criteria
by selecting "No criteria selected" for that field in the Primary
Criteria. See
Column Definitions for for more info.
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