How to Rollover Manually and AutoRoll Setting

[MicroTrends]

i logged and got a warning about 03/23 contracts for indices
1) would be great to have some links/short cuts off that notice to help or a rollover utility

2) went into settings: https://web.ninjatrader.com/#preferences and found the AutoRollover set this on
3) logged out and logged in... didnt seem to do anything still on 03-23
4)Note words on AutolRoll Contracts "this function will not roll positions" - does this need rewording a bit ambigous - does it mean we cant expect it roll immediately etc

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5) success - manually rollover each and every instance to 06-23 does work - very slick
would be great to have a wizard rollover similar to NT8

[NinjaTrader_Gaby]

Hello MicroTrends,

Thank you for your post.

1. If you mean a notification that contracts need to be rolled over, this is included in the Web platform.
2. If the Auto Roll function didn't work - I recommend toggling it off and on again.
3. This means that if you have an open position on a 03-23 contract for example, rolling the contract over to the 06-23 will not also roll over that position.

Please let me know if you have any other questions.

[MicroTrends]

Hi

Yep

1. If you mean a notification that contracts need to be rolled over, this is included in the Web platform.

Yes confirmed the web platform has a popup -readonly view and that was fabtastic but for an enhancement:

Could make this even more user friendly and informativ:
The popup did appear and vanished with a mouse click and could not be shown again even on logout login-
Could ideally change this so it can be displayed automatically and manually too as a check - off a menu -" Check Rollover"
so a user could in fact check this periodically and it would contain the instruments and days to rollover perhaps?
ideally that links off to some information as to what and how - to rollover... as that is the chief difficulty for futures platform newbies etc.


2. If the Auto Roll function didn't work - I recommend toggling it off and on again.
yes followed the instructions and tried several times before reporting it failed - manual worked - auto did no work

3. This means that if you have an open position on a 03-23 contract for example, rolling the contract over to the 06-23 will not also roll over that position.rolling contracts means roll the instruments on the charts and other areas dom etc..

1000% Yes confirmed same page - Rolling contracts does not mean rolling positions - that is out of scope - rolling forwards contracts only in the context and views of instruments.
10000% agreed and would not recommend to add a rolling positions feature.


no more questions this end ty :-)