Application Shell And Options
The HyperionX main window is the starting point for opening tools, managing connections and workspaces, compiling custom code, reviewing account activity, and changing application-wide options.
Main Window At A Glance
The top menu opens tools and configuration. The lower activity area provides these tabs:
- Log for application messages.
- Strategies for running and detached strategy sessions.
- Accounts for available account routes.
- Positions for current positions.
- Orders for order state.
- Executions for fills and executions.
Keep the Orders, Positions, and Strategies tabs visible when a workflow can affect an account. A chart is not the authoritative record of provider state.
The button labeled License in the upper-right area opens the license and entitlement window. See Licensing And Entitlements.
Top Menus
| Menu | Current desktop commands |
|---|---|
| New | Chart, Mega DOM, Level II, Time and Sales, Debug/Output, Strategy, Validator, Optimizer, and Performance |
| Tools | Import, strategy-template Export, Trade Copier, Agent Builder, Research Lab, Reports, Rion Strategy Watchlist, Instruments, Instrument Lists, Code Lab, Output, and Options |
| Workspaces | Open, Save, Save As, and Manage |
| Connections | Configured connection commands; the contents are built from the connections available in the current installation |
| Project | Compile |
| Help | Support, Knowledgebase, Updates, Export Logs, and About |
New > Strategy loads the server-provisioned strategy catalog and can show a demo fallback when that service is unavailable. It is not the selector for locally compiled Code Lab strategies. For local scripts, open a chart and use the chart strategy selector after the custom project builds successfully.
An administrative entitlement can add Help > Export RAPI Logs. Its absence on a normal account is expected.
Related procedures:
- Connections
- Workspaces
- Desktop Trading Operations
- Rion Autopilot And Strategy Discovery
- Support And Diagnostics
- Code Lab
Open Application Options
- Select Tools > Options.
- Select a category and group in the tree on the left.
- Change the required values.
- Select OK to save the normal option groups, or Cancel to discard their unsaved values.
Most values are persisted after OK. The application skin and language selectors are exceptions: they save when selected. Canceling the Options window is not an undo operation for those two selectors.
Options Reference
| Path | What it controls | Important behavior |
|---|---|---|
| General > Project | Custom project path, custom project DLL path, debug compilation, and script reload after recompile | Change these only when maintaining custom C# scripts or an external custom project. An incorrect DLL or project path can prevent compilation or reload. |
| General > Preferences | Application skin, language, application timezone, and file logging | Skin and language selections save immediately. A skin change requires a restart to take full effect. |
| General > Display | Chart theme defaults, candle colors, chart colors, indicator separators, execution colors, execution plotting, and chart render profile | These are chart defaults. Use a chart's own Options command for current-chart presentation. |
| General > Alert Services | SMTP email settings and, for administrative accounts, Rion Discord settings | Test the configured service before relying on it. Configuration alone does not subscribe every indicator or strategy to that service. |
| General > Api | API server URL and credentials, plus a connection test | This is an integration setting, not a market-data connection. Change it only when instructed for an approved integration. Do not share the URL or credentials in screenshots or logs. |
| General > HistoricalData | Historical-data configuration and import access | Follow Historical Data And Import before importing or replacing data. |
| General > Futures Rollover | Automatic futures contract rollover and its chart target | Targets are Current chart or All matching charts. Rollover changes chart data series only; it does not roll positions, orders, or provider contracts. |
| Calculation > Optimizer | Whether optimizer simulation is calculated | See Optimization for the complete workflow and current availability notes. |
Project Compilation
Use Project > Compile to compile the configured custom project. The Project options determine the source/DLL locations and whether a recompile reloads scripts.
Before compiling:
- Save source changes.
- Confirm the custom project and DLL paths in Tools > Options > General > Project.
- Stop or isolate account-affecting custom scripts when a reload could change their behavior.
- Compile and review the Output/Debug window for the first error.
For editing, packaging, and troubleshooting custom scripts, use Code Lab.
Futures Rollover Safety
Automatic rollover is a chart-data convenience. It does not:
- close or move a futures position;
- cancel or replace working orders;
- change an external provider's contract;
- verify that the replacement contract has the desired liquidity.
After a rollover, verify the symbol, expiry, tick size, multiplier, open orders, and positions before trading.
Save, Cancel, And Restart Behavior
- OK saves regular System Options changes and closes the window.
- Cancel resets regular unsaved option values and closes the window.
- Choosing a Language saves and applies that language immediately.
- Choosing a Skin saves immediately and displays a restart notice.
- If a historical-data import is requested from Options, HyperionX saves the current options, closes the Options window, and then opens the import workflow.
Save workspaces and any open editors before restarting after a skin change.
Troubleshooting Options
A Setting Appears Not To Apply
- Confirm that you selected OK.
- For a skin change, save work and restart HyperionX.
- For a chart appearance change, distinguish application skin, chart defaults, and current-chart options. See Appearance, Theme, And Language.
- Reopen Options and confirm the stored value.
- Review Log or use Support And Diagnostics if saving reports an error.
A Tool Is Visible But Will Not Open
Menu visibility is not proof of access. Some tools validate a signed entitlement when opened. Select License and follow Licensing And Entitlements.
Provider Data Or Accounts Are Missing
Use the Connections menu to confirm the connection, then follow Connections. Instrument availability is managed separately under Tools > Instruments; see Instruments And Lists.