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| ==Understanding Data Sources== | | ==Understanding Data Sources== |
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| MultiCharts is a data feed neutral trading platform, it doesn’t come with any prebuilt real-time data feed. We believe that our customers should be able to choose a data provider that suits their needs best. | | MultiCharts is a trading platform, not a data source itself.<br> |
| The only data feed available right after the installation is Free Quotes, free end-of-day historical daily data coming from Yahoo, Google and MSN (see [[Free Quotes]]).
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| To connect to a live data feed a customer needs to have an account with any of [http://www.multicharts.com/market-data-feeds/|supported data providers.]
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| Since MultiCharts supports multiple data vendors and multiple brokers it is important to understand that in MultiCharts data feed and broker connections are separate.
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| To establish connection to a broker one should set up the corresponding broker profile in MultiCharts (see [[:Category:Broker Profiles|Broker Profiles]]).
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| Data feed connection settings are configured in [[:Category:QuoteManager|QuoteManager]].
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| <div style="background-color: #E3FBE5;">'''Note''': When MultiCharts and QuoteManager are launched simultaneously it is important to make sure that MultiCharts is in online mode:<br>In the '''Main Menu''' select '''File''', then click '''Preferences''', go to the '''Data Server Mode''' tab, and check '''Online''' check box.<br>One is not able to receive data from a data vendor if the '''Offline''' mode is selected.<br>In the Offline mode neither MultiCharts, nor QuoteManager are able to receive data from a data source.
| | However, it includes a built-in [[Market Data Sim]] data source that allows you to download sample data for [[How_to_Use_Simulated_Trading|simulated trading]] from our servers.<br> |
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| ==Operating Data Sources==
| | 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]].<br> |
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| This tool is used for managing data sources. It allows adding/removing data sources, editing their settings, names and abbreviations, receiving data source information, their states and versions.
| | For access to other types of data, you can get an account with a [https://www.multicharts.com/features/data-feeds/ supported data source] and set up a connection in QuoteManager. |
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| === Adding Data Sources === | | ==Operating Data Sources== |
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| Data sources are added automatically. The system auto-adds a data source as soon as the data feed's DLL is placed in the DataFeeds folder. | | In '''QuoteManager → Tools → Data Sources''' you can configure data source connections as well as activate/deactivate them. |
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| This data source appears in the data sources list but it is still inactive.
| | === Activating and Deactivating Data Sources === |
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| To activate the data source press '''Activate''' button (see [[#Activating Data Sources|Activating Data Sources]] section).
| | Data sources can be activated and deactivated.<br> |
| | Only the activated ones will be displayed on your Data Sources list when adding symbols or creating charts. |
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| [mailto:support@tssupport.com Contact us] to receive further information concerning the API for developers.
| | To activate/deactivate a data source: |
| | | # Open '''[[QuoteManager]]''' |
| === Activating Data Sources ===
| | # In the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar. |
| | | # Select the data source and click '''Activate''' or '''Deactivate'''. |
| Activation/deactivation is used to set the list of daily used data sources or for activating a newly added data source.
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| For full access the data source must be activated. If the data source is present in the list but marked in red, this data source must be activated.
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| To activate a Data Source:
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| # Open '''QuoteManager''' window | |
| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar. | |
| # Select the data source using the keyboard or mouse and click '''Activate'''. The data source is now marked in green and the Settings, Name and Abbr parameters can now be edited. | |
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| === Deactivating Data Sources ===
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| If a data source is not used, it can be deactivated. In this case, it will not be displayed in the list of available data sources when a symbol is added; if necessary, the data source can be reactivated later.
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| To deactivate a data source:
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| # Open '''QuoteManager''' window
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| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar.
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| # Select the data source using the keyboard or mouse and click '''Deactivate'''. The data source is now marked in red and the Settings, Name and Abbr parameters cannot be edited.
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| === Configuring Data Sources === | | === Configuring Data Sources === |
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| Most data sources have unique parameters, e.g. server IP address, port, user name/login information, etc. See the [[Built-in Data Sources]] section for more detailed descriptions.
| | To edit data source settings: |
| | | # Open '''[[QuoteManager]]''' |
| All the parameters for the integrated data sources are described there.
| | # In the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar. |
| | | # Select the data source and click the '''Settings''' button. |
| To edit a data source's settings: | |
| # Open '''QuoteManager''' window | |
| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar.
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| # Select the data source using the keyboard or mouse and click the '''Settings''' button. | |
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| === Cloning Data Sources ===
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| To use a data source with different sets of settings it must be cloned. Cloning creates a virtual copy of the data source with modified parameters.
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| For instance, to receive data from several DDE data vendors one needs to have several DDE templates.
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| In this case for every DDE data feed a unique data source must be created. If there are two DDE data feeds, Universal DDE and Universal DDE 2 must be created and a DDE template selected for each. | |
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| <br>To clone a data source:
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| # Open '''QuoteManager''' window
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| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar. | |
| # Select the data source using the keyboard or mouse and click the '''Clone''' button. | |
| # Enter a '''Data Source Name''' (up to 3 characters).
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| # Enter a '''Data Source Abbr''' (up to 3 characters).
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| <div style="background-color: #E3FBE5;">'''Note''': Only Universal DDE data source can be cloned with different from original Universal DDE settings. All other data vendors will be simply duplicated and use the same connection settings.</div>
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| === Editing Data Sources ===
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| # Open '''QuoteManager''' window
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| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar.
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| # Select the data source using the keyboard or mouse and click the '''Edit''' button.
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| === Deleting Data Sources ===
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| # Open '''QuoteManager''' window
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| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' <img src="https://www.multicharts.com/trading-software/images/4/43/QM_DataSources.png" width="24"> icon on the toolbar.
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| # Select the data source using the keyboard or mouse and click the '''Delete''' button.
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| == Adding Symbol(s) to Symbol List ==
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| To start working with a symbol, the symbol must be added to the symbol list. Adding can be done manually or from a list, downloaded from the data vendor.
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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, and the user is supposed to know the exact name for the query.
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| In all other cases, adding symbols manually is <i>not recommended</i>, as parameters in addition to the symbol name may be required by the <i>data vendor</i>. When a symbol is added from a list, provided by the data vendor, all required parameters are set automatically.
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| For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built-in Datafeeds]]
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| === Adding Symbols in Manual Mode ===
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| To add a symbol:
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| # Open '''QuoteManager''' window
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| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or <br>Click the '''Add Symbol''' [[File:QM_addsymbol.png]] icon on the toolbar.
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| # Select a '''Data Source''' from the list. If the desired data vendor is not listed, it could be that the vendor is not installed. See [[Operating_Data_Sources|Data Sources]] for additional information.
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| # Enter the '''Symbol''' name.
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| # Select the '''Category''' from the list.
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| # Select the '''Exchange''' from the list. If the desired exchange is not listed, see the [[Setting_Exchanges_%26_ECNs|Exchanges]] section.
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| # Click '''OK'''.
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| # Enter the symbol '''Root'''. <br><span style="background-color: #E5F6FF;">Tip: Stock root is the same as the stock's name.</span>
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| # Click '''OK''' to add symbol with current properties or set [[Setting_Properties|Symbol Properties]].
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| === Adding Symbol from Data Vendor Supplied List ===
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| To add a symbol:
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| # Open '''QuoteManager''' window
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| #* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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| # On the '''Instrument''' menu, select '''Add Symbol'''.
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| # Select '''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 support a symbol list (the symbol must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]])
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| #* data source is currently deactivated (the data source should be [[Operating_Data_Sources#Activating Data Sources|activated]])
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| #* data source is not supported ([[:Category:Built-in_Data_Sources|Built-in Datafeeds]] should be used).
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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'''.<br><div style="background-color: #E3FBE5;">'''Note''': Additional search options may be available depending on data source selected.</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.<br><div style="background-color: #E3FBE5;">'''Note''': If there is a message “'''You must create *** exchange first'''”, it means that a symbol that is added has an exchange that is not in the list of exchanges in QuoteManager. All that you need to do is to 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. <br><div style="background-color: #E3FBE5;">Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not recommended).</div>
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| ===Insert Symbols into Portfolio Window===
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| Depending on the categories of instruments provided by a data vendor, the number of '''Category''' tabs in the '''Insert Symbols Into Portfolio''' window for each data source may vary. <br>
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| If '''Stock'''/'''Index'''/'''Future'''/'''Bond'''/'''Commodity'''/'''Spread''' tab is selected, type the name of an instrument in the '''Symbol'''/'''Root''' field and click the '''Lookup''' button to find desired instrument. <br>
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| If '''Option'''/'''Fund''' tab is selected, there is an extra field '''Category''' available. For options '''Stock Options''' or '''Futures Options''' can be selected. For funds '''Mutual Funds''' or '''Money Market Funds''' can be selected.<br>
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| <div style="background-color: #E3FBE5;">'''Note''': It is possible to put '''*''' in search field and click the '''Lookup''' button to get all available instruments from server when you add instruments from: Dukascopy, eSignal, GlobalServer, IQFeed, IWBank QuickTrade, LMAX, MetaStock, GAIN Capital (ex. Open E Cry) (for Futures and Forex only), Patsystems, Rithmic 01, TradeStation (for Forex only). </div>
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| ===Unique Features of Specific Data Sources in Insert Symbols into Portfolio Window===
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| ====Interactive Brokers====
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| When adding instruments from Interactive Brokers there is '''Cash''' tab instead of '''Forex'''. Enter the first currency of the instrument to search for all pairs starting with this currency. One can also specify the second currency of the symbol in Currency field on the tab to get the specific currency pair.<br>When adding futures contracts from Interactive Brokers, you can check '''Include Expired Contracts''' box to get expired individual contracts to create Custom Futures in MultiCharts (see [[Custom Futures]]).
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| ====IWBank QuickTrade====
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| When adding Instruments from IWBank QuickTrade, you should enter the symbol name in the '''Symbol''' field, specify '''Category''', select an '''Exchange''' from the list and click '''Search'''. There is no '''All Exchanges''' option in the '''Exchange''' list for IWBank QuickTrade.
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| ====TradeStation====
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| When adding futures contracts from TradeStation, you can check '''Include Expired Contracts''' box to get expired individual contracts to create Custom Futures in MultiCharts (see [[Custom Futures]]).<br>When adding futures contracts from TradeStation, you can check Show Electronic Contracts Only box.<br>When adding stocks/indexes/futures/options/funds from TradeStation, you can check select '''All Countries''', '''United States''' or '''Germany''' in '''Country''' field.
| | <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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| ====Rithmic 01====
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| In '''Search Options''' field '''Symbol''', '''Symbol Root''' or '''Description''' can be selected. It is also possible to specify the '''Exchange''', however it is not recommended since exchange names on data source end and in MultiCharts may slightly differ.
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| ==Troubleshooting==
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| Establishing connection and processing data requests can be reviewed in the '''Event Log''' window of '''QuoteManager''' when a chart is plotted or data is requested from '''QuoteManager''' or '''Portfolio Trader'''.<br>'''Event Log''' is located at the bottom of '''QuoteManager''' by default. One can show/hide it by clicking '''View''' in '''QuoteManager''' main window and selecting '''Event Log'''.<br>If you experience any issues with incoming data, the first step is to check '''Event Log''' messages.
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| [[Category:Setting Data Sources]] | | [[Category:Setting Data Sources]] |
icon on the toolbar.