Prerequisite Installation 1. TradeStation 9.1 (Update 29) or later required. 2. TradeStation real-time data subscriptions for symbols to be traded.

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1 Instructions Product: AutoBrackets Date: December 4, 2017 Purpose: Automate your TradeStation Strategies to place each signal, with matching stop and limit orders paired in brackets. Have all your orders in the market for effective protection against disconnections and other interruptions, secure from system derailment, incomplete coverage and over-execution risks. Enjoy global controls, use with TicketManager, and more. Exploit the power and flexibility of EasyLanguage Strategies to place, pair and manage your orders your way with dialog-free fluidity. Contact:!QCL Solutions, LLC Notes: (Tips & Tricks are italicized and in parentheses) Disclaimer: This software should not be construed as providing trading or investment recommendations. Any decisions you make using this software are done solely at your own risk. The risk of loss in trading can be substantial. Leveraged trading such as through options, futures, and forex exposes traders to heightened risk. Furthermore, traders may sustain losses greater than their investments, regardless of which asset classes are traded. Before trading, carefully consider inherent risks given your financial condition. Prerequisite Installation 1. TradeStation 9.1 (Update 29) or later required. 2. TradeStation real-time data subscriptions for symbols to be traded. Launching from a TradingApp Store Updates prompt 1. For initial testing, log into your Trading Simulation accounts. 2. Click the Launch button for AutoBrackets from the TradeStation TradingApp Store Dashboard. 3. When the Open Workspace Warning dialog is raised, as long as you are in simulation accounts, click to Open Windows with Items Enabled. 4. Opening the demonstration workspace with items enabled, allows the workspace to open with Order placement objects enabled. If you chose to disable items, when you are ready to enable items, go to a. Format Strategies b. Click Properties for All c. Select the General tab. d. Check Enable order placement objects. 5. To set the account used for orders placed by the application: a. Select the chart. b. Format Account Orders & Positions c. Click the Account No. button. d. Select the account number you want used with each asset type. (Check Set as Default, by asset type, if you want selected accounts to be used with future created charts.)

2 e. Click OK to apply your account selections. f. If you want to display account orders and positions in the chart, check the Status box by Data1. (You may also check Automatically enable Account Orders & Positions on new Chart Analysis windows and for new data series. ) g. Click OK to apply your Account Orders & Positions settings. 6. To avoid possible order confirmation and validation messages that can be burdensome and interfere with your trading, check you preferences. a. File => Preferences => TradeStation Order Entry b. Under Equities, Options, Futures and Forex there are Validations & Confirms. Go to each section.

3 c. At a minimum, it is recommended to uncheck the Confirms for Order Bar, Macros, and Order Placement Objects. d. Review Validations. Uncheck them or set them to levels that you feel will not interfere with your trading. 7. Now to test the application during market hours, right-click on the chart and Format Strategies...: a. Select abstrategytrader and then click Format b. Select the Inputs tab. c. Set TradingOn_if_1 = 1, and click OK. d. Click Properties for All e. Select the General, and check Enable order placement objects.

4 8. Important! After placing orders by setting TradingOn_if_1 = 1, be sure to change the input back to 0 when you no longer want the orders, or future automatically placed orders. How to insert the indicator yourself 1. Open a Chart. 2. Insert a strategy or strategies that you want to create signals for which abstrategytrader is to pair, place and manage orders. 3. Insert the abstrategytrader strategy. (You may also want to insert additional strategies like abstrategypositionset, abbracketexit, and abbracketentry.) 4. Set inputs as needed. abstrategytrader Inputs Demo Values Notes TRADE SETTINGS TradingOn_if_1 0 1 to enable automated issuing of orders. (After applying the strategy, go to Properties for All General tab and check Enable order placement objects.) LiveAcctsOk_if_1 0 1 to enable automated issuing of orders with Live Accounts. (Otherwise orders can only be created for Simulated Accounts.) LingerSeconds 60 If a Strategy order is reported as filled, but the real order is not filled, it lingers for the input seconds. This gives the order time to fill. LingerToMarket FALSE If an order lingers, as described above, at the end of LingerSeconds it is canceled or converted to a market order if this input is TRUE. LingerCancelOnRecalc FALSE If TRUE and orders are lingering when there is a strategy recalculation, as when turned off/on, then the lingering orders are canceled immediately even if they were to be converted to market orders. ExitsReducible TRUE If TRUE and Strategy signaled exit orders exceed the real position available, then the quantity of exit orders can be automatically reduced accordingly. ShowOnlyQuantity 0 A show-only quantity to use with each order if applicable depending on symbol type, order type and order quantity. Set to 0 or less to disable.

5 DISPLAY & FILE StatusLocation 20 The application status is placed in the upper-left corner of the chart. It is located the input number of pixels below the top margin. StatusColor_ON "Yellow" The color application status text when the application is able to place orders. StatusColor_OFF "Magenta" The color application status text when the application is Not able to place orders. StatusFont "Arial" The font used for application status text. StatusFont_Size 10 The font size used for application status text. ShowStratAcctOffset FALSE If TRUE then the Account position minus the Strategy simulated position is displayed. This is to facilitate manually matching real account and strategy simulated positions, if wanted. ShowNetAutoTraded FALSE If TRUE then display the net quantity traded by the application. ShowOverBarStrat FALSE If TRUE then display the strategy simulated position over each bar, at the moment plotted. ShowUnderBarAcct FALSE If TRUE then display the real account position under each bar, at the moment plotted. OPERATION SETTINGS ChangeToRecalculate 0 Change this input to force strategy reinitialization without reloading data. abstrategypositionset Inputs Demo Values Notes StrategyPosition GetPositionsQuantity( Symbol, GetAccountID) The strategy simulated position to be maintained. SignalMode 2 Produce new position signals: 0 Always, 1 On change, 2 When StrategyPosition increases, flattens or reverses. 2 is default behavior. abbracketexit & abbraketentry Inputs Demo Values Notes GoCondition LastBarOnChartEX When TRUE, the strategy is enabled to generate signals. BracketQty MarketPosition * CurrentContracts A quantity, which can be dynamic, for trade signals to produce bracket orders.

6 {for abbracketexit} and 1 {for abbracketentry} For abbracketentry, a positive value is a buy and a negative value is a sell short. For abbracketexit, a positive value is to exit a long position (i.e. sell) and a negative value is to exit a short position (i.e. buy to cover). Limit_PriceBase Close A price from which a strategy signal limit is offset and may be put in a bracket by abstrategytrader. Limit_PriceUnit minmove points A unit price, multiplied by LimitUnits in setting the strategy signal limit price offset from Limit_PriceBase. LimitUnits 50 The number of Limit_PriceUnits that the strategy signal limit price is offset from Limit_PriceBase. Stop_PriceBase Close A price from which a strategy signal stop is offset and may be put in a bracket by abstrategytrader. Stop_PriceUnit minmove points A unit price, multiplied by StopUnits in setting the strategy signal stop price offset from Stop_PriceBase. StopUnits 50 The number of Stop_PriceUnits that the strategy signal stop price is offset from Stop_PriceBase. 5. Set TradingOn_if_1 = 1, in abstrategytrader, as explained above. 6. If you want intrabar updates for strategy triggered orders, enable intrabar order generation for one or more of the inserted strategies as you might want. Then also enable intrabar order generation for abstrategytrader. (NOTE: Intrabar order generation can create high processing loads. Only use the setting if it is needed.)

7 7. Enable order placement objects as explained above. (See the checkbox in the lower-left of the picture below.) 8. If using abstrategypositionset or any other strategies where they may need to create multiple and changing order signals, such as to maintain a simulated strategy position that matches your real-world account position, enable Position limits (for pyramiding strategies), allowing sufficiently high numbers of strategy signals as displayed below. (And if Enable intrabar order generation and calculation is checked, you may also need to allow any entries and exits per bar as in the picture above.)

8 9. Click OK to apply Strategy Properties for All. 10. Close the Format Analysis Techniques & Strategies dialog to apply updates for inserted Strategies (and Analysis Techniques). 11. Visit us at QCLsolutions.com for more information.