Setting Properties: Difference between revisions
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Every symbol has a set of parameters. If the symbol is added from a list provided by the data vendor, these settings will be automatically supplied by the provider. If necessary, symbol parameters can be modified in QuoteManager. | Every symbol has a set of parameters. If the symbol is added from a list provided by the data vendor, these settings will be automatically supplied by the provider. If necessary, symbol parameters can be modified in QuoteManager. | ||
== Editing | == Editing Symbol Properties == | ||
Symbol settings can be edited in [[QuoteManager]].<br> | |||
To open symbol settings: | |||
* Double-click the symbol. | |||
* Right-click the symbol → '''Edit Symbol'''. | |||
* Select the symbol and go to '''Instrument''' → '''Edit Instrument'''. | |||
* Select the symbol and click the '''Edit Instrument''' <img src="https://www.multicharts.com/trading-software/images/8/8b/Edit_Instrument.png" width="24"> icon. | |||
<div class="tip">To select several symbols for editing, hold '''Ctrl''' button.<br>To select all symbols, click '''Ctrl+A''' or go to '''Edit → Select All'''.</div> | |||
or | |||
=== Asset Class === | |||
{| class="wikitable" | {| class="wikitable" | ||
!'''Property''' | !'''Property''' | ||
!''' | !'''Asset Class Applicable''' | ||
!'''Description''' | !'''Description''' | ||
|- | |- | ||
| | |Data Source | ||
|All | |All | ||
|Data source to receive the data for the symbol from. It is possible to have several symbols with the same underlying asset (name) fed from different data source. | |Data source to receive the data for the symbol from. It is possible to have several symbols with the same underlying asset (name) fed from different data source. | ||
|- | |- | ||
| | |Symbol Name | ||
|All | |All | ||
|Symbol name is the abbreviation of the underlying asset's name i.e. ticker name. Symbol names may vary for different data source. The same underlying asset may have quite different symbol names for different data sources. | |Symbol name is the abbreviation of the underlying asset's name i.e. ticker name. Symbol names may vary for different data source. The same underlying asset may have quite different symbol names for different data sources. | ||
|- | |- | ||
| | |Symbol Root | ||
|All | |All | ||
|Symbol root is the abbreviation of the underlying asset's name. The same underlying asset may have quite different symbol names for different data sources. | |Symbol root is the abbreviation of the underlying asset's name. The same underlying asset may have quite different symbol names for different data sources. | ||
|- | |- | ||
| | |Description | ||
|All | |All | ||
|Description is the full name for the asset. Usually it is a name of the corporation, financial entity or instrument that the symbol is based on. | |Description is the full name for the asset. Usually it is a name of the corporation, financial entity or instrument that the symbol is based on. | ||
|- | |- | ||
| | |CUSIP | ||
|Mutual Funds & Stocks | |Mutual Funds & Stocks | ||
|CUSIP (Committee on Uniform Securities Identification Procedures) is a unique nine-character identification number, for each class of security approved for trading in the U.S., to facilitate clearing and settlement. | |CUSIP (Committee on Uniform Securities Identification Procedures) is a unique nine-character identification number, for each class of security approved for trading in the U.S., to facilitate clearing and settlement. | ||
|- | |- | ||
| | |Margin | ||
|Futures | |Futures | ||
|Amount of money exchange requires to reserve as a deposit for futures trading. | |Amount of money exchange requires to reserve as a deposit for futures trading. | ||
|- | |- | ||
| | |Contract Month | ||
|Bonds, Futures & Options | |Bonds, Futures & Options | ||
|Delivery/expiration month of a security. | |Delivery/expiration month of a security. | ||
|- | |- | ||
| | |Contract Year | ||
|Bonds, Futures & Options | |Bonds, Futures & Options | ||
|Delivery/expiration year of a security. | |Delivery/expiration year of a security. | ||
|- | |- | ||
| | |Expiration Date | ||
|Futures & Options | |Futures & Options | ||
|Date future or option contract expires. | |Date future or option contract expires. | ||
|- | |- | ||
| | |Expiration Rule | ||
|Futures & Options | |Futures & Options | ||
|Expiration rules are quite different for different types of futures and options. | |Expiration rules are quite different for different types of futures and options. | ||
|- | |- | ||
| | |Expiration Status | ||
|Futures & Options | |Futures & Options | ||
|Status displays if the contract is expired or not. | |Status displays if the contract is expired or not. | ||
|- | |- | ||
| | |Strike Price | ||
|Options | |Options | ||
|Option strike price. | |Option strike price. | ||
|- | |- | ||
| | |Option Type | ||
|Options | |Options | ||
|Option type (Call or Put). | |Option type (Call or Put). | ||
|} | |||
=== Settings === | |||
{| class="wikitable" | |||
!'''Property''' | |||
!'''Description''' | |||
|- | |- | ||
| | |Price Scale | ||
|Returns a numeric expression representing the fractional portion of a full point move for a particular symbol. The PriceScale value is represented by a whole number. E.g. the PriceScale of the E-Mini S&P is100, which represents the fractional portion of a full point move for the E-Mini S&P. | |Returns a numeric expression representing the fractional portion of a full point move for a particular symbol. The PriceScale value is represented by a whole number. E.g. the PriceScale of the E-Mini S&P is100, which represents the fractional portion of a full point move for the E-Mini S&P. | ||
Any stock would also have a PriceScale of 100. 1 / PriceScale = Minimum price increment. | Any stock would also have a PriceScale of 100. 1 / PriceScale = Minimum price increment. | ||
<br>'''MinMove / PriceScale''' returns the smallest increment between trades. | <br>'''MinMove / PriceScale''' returns the smallest increment between trades. | ||
<br>'''MinMove / PriceScale * BigPointValue''' returns the currency value of the smallest change in price. | <br>'''MinMove / PriceScale * BigPointValue''' returns the currency value of the smallest change in price.<br> | ||
Prices can be displayed in: | |||
* Decimal format (e.g., 100, 10, As is, 1/1,000) | |||
* Fractional format | |||
** with an integer numerator (e.g., 1/2, 1/16, 1/256) | |||
** with a decimal numerator (e.g, 1/32 and 10th of 32nd, 1/10 and j of 10th) | |||
|- | |- | ||
|Min. Movement | |||
| | |||
|Returns a numeric expression representing the minimum movement allowed for a particular symbol. | |Returns a numeric expression representing the minimum movement allowed for a particular symbol. | ||
<br>The MinMove value is represented by a whole number. | <br>The MinMove value is represented by a whole number. | ||
<br>For example: the MinMove of the E-Mini S&P is 25, which represents the minimum price move of the E-Mini S&P which is .25. | <br>For example: the MinMove of the E-Mini S&P is 25, which represents the minimum price move of the E-Mini S&P which is .25. | ||
<br>Any stock would have a MinMove of 1, which represents the minimum price move of any stock which is .01 | <br>Any stock would have a MinMove of 1, which represents the minimum price move of any stock which is .01. | ||
<br>'''MinMove / PriceScale''' returns the smallest increment between trades. | <br>'''MinMove / PriceScale''' returns the smallest increment between trades. | ||
<br>'''MinMove / PriceScale * BigPointValue''' returns the currency value of the smallest change in price. | <br>'''MinMove / PriceScale * BigPointValue''' returns the currency value of the smallest change in price. | ||
|- | |- | ||
| | |Big Point Value | ||
|The currency value represented by a full point of price movement. In the case of stocks, the Big Point Value is usually 1, in that 1 point of movement represents 1 currency, however it may vary. For example, the Big Point Value for the S&P Futures is 250, where 1 point of price movement represents 250 of the selected currency. The Big Point Value for a stock such as JDSU is 1, where 1 point of movement represents 1 of the selected currency. | |The currency value represented by a full point of price movement. In the case of stocks, the Big Point Value is usually 1, in that 1 point of movement represents 1 currency, however it may vary. For example, the Big Point Value for the S&P Futures is 250, where 1 point of price movement represents 250 of the selected currency. The Big Point Value for a stock such as JDSU is 1, where 1 point of movement represents 1 of the selected currency. | ||
|} | |} | ||
=== Sessions === | |||
Learn more about [[Setting_Custom_Session_Templates|Custom Session Templates]]. | |||
[[Category: Setting Symbols]] | [[Category: Setting Symbols|D]] |
Latest revision as of 16:22, 16 September 2024
Every symbol has a set of parameters. If the symbol is added from a list provided by the data vendor, these settings will be automatically supplied by the provider. If necessary, symbol parameters can be modified in QuoteManager.
Editing Symbol Properties
Symbol settings can be edited in QuoteManager.
To open symbol settings:
- Double-click the symbol.
- Right-click the symbol → Edit Symbol.
- Select the symbol and go to Instrument → Edit Instrument.
- Select the symbol and click the Edit Instrument icon.
To select all symbols, click Ctrl+A or go to Edit → Select All.
Asset Class
Property | Asset Class Applicable | Description |
---|---|---|
Data Source | All | Data source to receive the data for the symbol from. It is possible to have several symbols with the same underlying asset (name) fed from different data source. |
Symbol Name | All | Symbol name is the abbreviation of the underlying asset's name i.e. ticker name. Symbol names may vary for different data source. The same underlying asset may have quite different symbol names for different data sources. |
Symbol Root | All | Symbol root is the abbreviation of the underlying asset's name. The same underlying asset may have quite different symbol names for different data sources. |
Description | All | Description is the full name for the asset. Usually it is a name of the corporation, financial entity or instrument that the symbol is based on. |
CUSIP | Mutual Funds & Stocks | CUSIP (Committee on Uniform Securities Identification Procedures) is a unique nine-character identification number, for each class of security approved for trading in the U.S., to facilitate clearing and settlement. |
Margin | Futures | Amount of money exchange requires to reserve as a deposit for futures trading. |
Contract Month | Bonds, Futures & Options | Delivery/expiration month of a security. |
Contract Year | Bonds, Futures & Options | Delivery/expiration year of a security. |
Expiration Date | Futures & Options | Date future or option contract expires. |
Expiration Rule | Futures & Options | Expiration rules are quite different for different types of futures and options. |
Expiration Status | Futures & Options | Status displays if the contract is expired or not. |
Strike Price | Options | Option strike price. |
Option Type | Options | Option type (Call or Put). |
Settings
Property | Description |
---|---|
Price Scale | Returns a numeric expression representing the fractional portion of a full point move for a particular symbol. The PriceScale value is represented by a whole number. E.g. the PriceScale of the E-Mini S&P is100, which represents the fractional portion of a full point move for the E-Mini S&P.
Any stock would also have a PriceScale of 100. 1 / PriceScale = Minimum price increment.
Prices can be displayed in:
|
Min. Movement | Returns a numeric expression representing the minimum movement allowed for a particular symbol.
|
Big Point Value | The currency value represented by a full point of price movement. In the case of stocks, the Big Point Value is usually 1, in that 1 point of movement represents 1 currency, however it may vary. For example, the Big Point Value for the S&P Futures is 250, where 1 point of price movement represents 250 of the selected currency. The Big Point Value for a stock such as JDSU is 1, where 1 point of movement represents 1 of the selected currency. |
Sessions
Learn more about Custom Session Templates.