Data Sources Overview: Difference between revisions

Latest revision as of 16:28, 2 July 2024

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.

See Built-in Data Sources for connection guides.

@@ Line 19: / Line 19: @@
 To activate/deactivate a data source:
-# Open '''[[QuoteManager]]'''
+# Open '''[[QuoteManager]]'''.
 # 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'''.
@@ Line 26: / Line 26: @@
 To edit data source settings:
-# Open '''[[QuoteManager]]'''
+# Open '''[[QuoteManager]]'''.
 # 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.
@@ Line 32: / Line 32: @@
 <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>
-== Adding Symbol(s) to Symbol List ==
-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.
-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.
-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.
-For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built-in Datafeeds]]
-<br>
-=== Adding Symbols Manually ===
-To add a symbol:
-# Open '''[[QuoteManager]]'''
-# 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.
-# Select a'''Data Source''' from the list.
-# Enter '''Symbol''' name.
-# Select '''Category''' from the list.
-# Select '''Exchange''' from the list. If the desired exchange is not listed, it can be added manually. See [[Setting Exchanges & ECNs]].
-# Click '''OK'''.
-=== Adding Symbol from Data Source ===
-To add a symbol:
-# Open '''[[QuoteManager]]'''
-# In the '''Instrument''' menu, select '''Add Symbol''' → '''From Data Source'''.
-# 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:
-#* Data source does not provide a symbol list. Symbols must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]]).
-#* Data source is deactivated. [[Data_Sources_Overview#Activating_and_Deactivating_Data_Sources|Activate]] it to see it on the list.
-#* Data source is not supported. See [[:Category:Built-in_Data_Sources|Built-in Datafeeds]] for the list of supported providers.
-# Select a tab, corresponding to the type of symbol to be added.
-# 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>
-# Select the desired symbol(s).
-# 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>
-# Click '''Close''' or continue to search for symbols.
-===Unique Features of Specific Data Sources in Insert Symbols into Portfolio Window===
-====Interactive Brokers====
-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]]).
-====IWBank QuickTrade====
-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.
-====TradeStation====
-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.
-====Rithmic 01====
-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.
-==Troubleshooting==
-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.
 [[Category:Setting Data Sources]]