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| <div class="tip-no-title">See [https://www.multicharts.com/trading-software/index.php/Category:Built-in_Data_Sources Built-in Data Sources] for connection guides.</div> | | <div class="tip-no-title">See [https://www.multicharts.com/trading-software/index.php/Category:Built-in_Data_Sources Built-in Data Sources] for connection guides.</div> |
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| == Adding Symbols to Symbol List ==
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| To start working with a symbol, it must be added to the symbol list first.<br>Symbols can be added manually or from a data vendor list.<br>
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| Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor. For instance, with DDE, there is no way to download a list, so the user must know the exact name for the query.<br>
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| In all other cases, adding symbols manually is not recommended, as the data vendor may require additional parameters beyond the symbol name. When a symbol is added from a list provided by the data vendor, all required parameters are set automatically.
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| === Adding Symbols Manually ===
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| To add a symbol:
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| # Open '''[[QuoteManager]]'''
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| # In the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or click the '''Add Symbol''' <img src="https://www.multicharts.com/trading-software/images/6/67/Add_Symbol.png" width="24"> icon on the toolbar.
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| # Select a'''Data Source''' from the list.
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| # Enter '''Symbol''' name.
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| # Select '''Category''' from the list.
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| # Select '''Exchange''' from the list. If the desired exchange is not listed, it can be added manually. See [[Setting Exchanges & ECNs]].
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| # Click '''OK'''.
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| === Adding Symbol from Data Source ===
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| To add a symbol:
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| # Open '''[[QuoteManager]]'''
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| # In the '''Instrument''' menu, select '''Add Symbol''' → '''From Data Source'''.
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| # Choose a data source from the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will open.<br>If a data vendor is not in the list:
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| #* Data source does not provide a symbol list. Symbols must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]]).
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| #* Data source is deactivated. [[Data_Sources_Overview#Activating_and_Deactivating_Data_Sources|Activate]] it to see it on the list.
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| #* Data source is not supported. See [[:Category:Built-in_Data_Sources|Built-in Datafeeds]] for the list of supported providers.
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| # Select a tab, corresponding to the type of symbol to be added.
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| # Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''.<div class="note">Additional search options may be available depending on data source selected.</div><div class="tip">It is possible to put '''*''' in search field and click the '''Lookup''' button to get the list of all available instruments. Available for Dukascopy, eSignal, QFeed, LMAX, MetaStock, GAIN Capital, Rithmic 01, TradeStation (for Forex only). </div>
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| # Select the desired symbol(s).
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| # Click '''Add'''. A message that you have added it to your database should appear.<div class="note">If there is a message “'''You must create *** exchange first'''”, add the required exchange to the list with correct corresponding abbreviation. The easiest way is to select an existing one and '''[[Setting Exchanges & ECNs#Cloning the Exchange/ECN|clone]]''' it putting the required abbreviation. </div>
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| # Click '''Close''' or continue to search for symbols.
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Understanding Data Sources
MultiCharts is a trading platform, not a data source itself.
However, it includes a built-in Market Data Sim data source that allows you to download sample data for simulated trading from our servers.
Additionally, there are several data feeds available that do not require credentials, such as Free Quotes (Yahoo Finance end-of-day data) and various crypto feeds: Binance, Bitfinex, BitMEX, ByBit, Deribit, Kraken, and Poloniex.
For access to other types of data, you can get an account with a supported data source and set up a connection in QuoteManager.
Operating Data Sources
In QuoteManager → Tools → Data Sources you can configure data source connections as well as activate/deactivate them.
Activating and Deactivating Data Sources
Data sources can be activated and deactivated.
Only the activated ones will be displayed on your Data Sources list when adding symbols or creating charts.
To activate/deactivate a data source:
- Open QuoteManager
- In the Tools menu, click Data Sources, or click the Data Sources
icon on the toolbar.
- Select the data source and click Activate or Deactivate.
Configuring Data Sources
To edit data source settings:
- Open QuoteManager
- In the Tools menu, click Data Sources, or click the Data Sources icon on the toolbar.
- Select the data source and click the Settings button.
