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# OptionsChain Toolstrips — Button Reference This document lists the actual buttons and controls available on the OptionsChain (OA) toolstrips in SOAP2, grouped by function. Use this as a quick reference to find the action, its purpose, and keyboard shortcut where available. ## Top toolstrip — primary controls - Expiry selector (`Expiry ▼`) - Purpose: Choose the option expiration shown in the grid. - Behavior: opens a dropdown of available expiries and updates the chain when changed. - Shortcuts: `Ctrl-Right` / `Ctrl-Left` (next/previous expiry), `Ctrl-1`, `F1`, `F2`, `F3` (jump to specific expiries). - Trading class buttons (`M`, `W`, `A`) - Purpose: Filter trading class to Monthly (`M`), Weekly (`W`), or AM settlement (`A`). - Behavior: toggles visible contracts to the selected trading class. - Strike interval controls - Minimum interval toggle (icon / `Ctrl-M`): - Purpose: enable minimum allowed strike interval for this contract. - Strike interval dropdown: - Purpose: choose display spacing (every Nth strike). - Panel expand/collapse - Top panel expand/collapse: - Shortcuts: `Alt-Down` (expand top panel), `Alt-Up` (hide top panel). - Purpose: show or hide auxiliary controls and summary panes. - Refresh / Toggle weeklies - Refresh icon: - Purpose: refresh the risk graph and visible chain data. - Shortcut: `Ctrl-U` (refresh risk graph). - Toggle weeklies: - Shortcut: `Ctrl-W`. ## Model, descriptor and view controls - Reset descriptors / Clear view - Reset descriptors button: - Shortcut: `Ctrl-D` - Purpose: reset chain descriptors to defaults for the current symbol. - Clear grid / New trade (`Clear` / `New`) - Shortcut: `Ctrl-T` - Purpose: clear grids and restore the UI to a new trade state. - Model Save / Restore - Save model button: - Purpose: persist the current model parameters for the active chain. - Restore model dropdown: - Purpose: apply a saved model to the active chain (only valid models applicable to the symbol/expiry are shown). ## Risk, Greeks and analytics - Show Greeks (`Greeks`) - Shortcut: `G` - Purpose: toggle Greeks overlay columns or a dedicated Greeks panel. - Risk graph / Update risk - Risk graph button: - Purpose: update the risk graph using the currently selected model/positions. - Request HSkew / Volatility skew - Request HSkew: - Shortcut: `Ctrl-H` - Purpose: request historical skew/volatility surface data for plotting. ## Order, commit and trade actions - Commit / Send trade (`Commit`) - Shortcut: `T` - Purpose: open the commit form to send, simulate, or record the trade. - Open Orders / Fill tools - Purpose: quick access to order entry, fill simulation, or order preview dialogs (if present on the toolstrip). ## Data requests, cancellation and connectivity - Cancel contract definition requests - Shortcut: `Ctrl-F` - Purpose: cancel background contract definition requests to reduce load or stop stuck lookups. - Cancel all data / Disconnect - Shortcut: `Ctrl-Q` - Purpose: cancel active data requests and disconnect from TWS (use with caution). ## Advanced / Debugging tools - Show hidden columns (`Alt-V`) - Purpose: reveal debug-only columns and diagnostic fields in the grid. - Hidden/diagnostic tools - Purpose: other developer-focused buttons that surface internal IDs, reqId mappings, or saved contract metadata. ## Typical quick workflows (examples) - Analyze current expiry 1. Set expiry via `Expiry ▼` or `Ctrl-Right`/`Ctrl-Left`. 2. Select trading class (`M`/`W`/`A`). 3. Adjust strike interval and enable minimum interval if required (`Ctrl-M`). 4. Show Greeks (`G`) and update the risk graph (`Ctrl-U`). 5. Commit a trade using `T` when ready. - Debugging / reconnect 1. Reveal hidden columns with `Alt-V`. 2. Cancel background contract definition requests (`Ctrl-F`) to stop excessive lookups. 3. If needed, cancel all data and reconnect with `Ctrl-Q`. ## Tips - Tooltips: hover any icon to see a brief description and available keyboard shortcut. - Shortcuts: most frequently used actions expose keyboard shortcuts for rapid use. - Models: Save models only against the matching chain (symbol + expiry + class). Restoring a model will only apply if it matches the current chain. - Debugging: when troubleshooting data or grid-refresh issues, reveal hidden columns and check reqId/ConId mappings. ## Related documentation - [OptionsChain (OA Window) Guide](./optionschain_overview.md.html) - [Handling expiries in SOAP2](./optionschain_expiries.md.html) - [Keyboard shortcuts](./keyboard_shortcuts.md.html) For more details, see the [SOAP2 Help Guide](index.md.html) or access help from the toolstrip. Contact: [email protected]