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How to Add Symbols: Difference between revisions

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New symbols can be added in '''QuoteManager -> Instrument -> Add Symbol -> From Data Source'''
New symbols can be added in '''QuoteManager Instrument Add Symbol From Data Source'''.
# In the '''Insert Symbols''' menu select the tab depending on the category you need to add (Stock, Future, Forex, etc.)
# In the '''Insert Symbols''' menu select the tab depending on the category you need to add (Stock, Future, Forex, etc.)
# Enter the symbol name or symbol root in the '''Symbol''' field and press Lookup
# Enter the symbol name or symbol root in the '''Symbol''' field and press Lookup


Below find some tips that'll help you add specific types of instruments.
Below find some tips that'll help you add specific types of instruments.


== How to add a continuous futures contract? ==
== How to add a continuous futures contract? ==
For most of the data sources, continuous symbol names start with '''@''': @ES, @SP<br>
For most of the data sources, continuous symbol names start with '''@''': @ES, @SP.
For info on each data vendor's symbols, check the [[Symbol Guide]] page.<br>
 
To check whether your data source provides continuous contracts, see the [[Which Data Sources Support Expired and Continuous Futures Contracts]] page.<br>
For info on each data vendor's symbols, check the [[Symbol Guide]] page.
<div style="background-color: #E3FBE5;">'''Note''': To trade continuous futures, one should [[How_to_Set_Up_Symbol_Mapping|map]] them to front-month contacts.</div>
 
To check whether your data source provides continuous contracts, see the [[Which Data Sources Support Expired and Continuous Futures Contracts]] page.
<div class="note"> To trade continuous futures, one should [[How_to_Set_Up_Symbol_Mapping|map]] them to front-month contacts.</div>


== How to add a front-month futures contract? ==
== How to add a front-month futures contract? ==
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* '''root name''' (ES, SP)
* '''root name''' (ES, SP)
* '''month letter''' (H - March, M - June, U - September, Z - December)
* '''month letter''' (H - March, M - June, U - September, Z - December)
*  and the '''year number''': ESH6 (March, 2026), SPZ26 (December, 2026)
*  and the '''year number''': ESH6 (March, 2026), SPZ26 (December, 2026).
For info on each data vendor's symbols, check the [[Symbol Guide]] page.
<div class="tip-no-title">For info on each data vendor's symbols, check the [[Symbol Guide]] page.</div>
 
[[Category:FAQ]]
[[Category:Setting Symbols]]

Latest revision as of 15:22, 28 June 2024

New symbols can be added in QuoteManager → Instrument → Add Symbol → From Data Source.

  1. In the Insert Symbols menu select the tab depending on the category you need to add (Stock, Future, Forex, etc.)
  2. Enter the symbol name or symbol root in the Symbol field and press Lookup


Below find some tips that'll help you add specific types of instruments.

How to add a continuous futures contract?

For most of the data sources, continuous symbol names start with @: @ES, @SP.

For info on each data vendor's symbols, check the Symbol Guide page.

To check whether your data source provides continuous contracts, see the Which Data Sources Support Expired and Continuous Futures Contracts page.

To trade continuous futures, one should map them to front-month contacts.

How to add a front-month futures contract?

Futures symbol name usually consist of the

  • root name (ES, SP)
  • month letter (H - March, M - June, U - September, Z - December)
  • and the year number: ESH6 (March, 2026), SPZ26 (December, 2026).
For info on each data vendor's symbols, check the Symbol Guide page.