+1 888 340 6572

Setting Expiration Rules: Difference between revisions

From MultiCharts
No edit summary
No edit summary
 
(2 intermediate revisions by 2 users not shown)
Line 1: Line 1:
This tool is used to set the rule that will indicate the last day that an options or futures contract is valid.  
You can set the rule that will indicate the last day when an options or futures contract is valid.<br>
 
Due to the fact that MultiCharts supports multiple brokers and exchanges, expiration rules may vary for different contracts. 


== Adding Expiration Rule ==  
== Adding Expiration Rule ==  
# Open '''QuoteManager''' window
# Open '''[[QuoteManager]]'''.
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Expiration Rules''', or click the '''Expiration Rules''' <img src="https://www.multicharts.com/trading-software/images/a/a5/Expiration_Rules.png" width="24"> icon on the toolbar.
# On the '''Tools''' menu, click '''Expiration Rules''', or click the '''Expiration Rules''' [[File:QM_Expiration.png]] icon on the toolbar.
# Click the '''Add''' button.
# Click the '''Add...''' button.
# Enter the Expiration Rule name in the '''Name''' field.
# Enter the Expiration Rule name in the '''Name''' field;
# Select the number and type of the days that the contracts come into effect.
# Select the number and type of the days that the contracts come into effect;
# Select the rule that will set the benchmark date for the contract expiry.
# Select the rule that will set the benchmark date for the contract expiry;
# Click the '''OK''' button to save the changes.  
# Click the '''OK" button to save the changes.  


== Editing Expiration Rule ==  
== Editing Expiration Rule ==  
# Open '''QuoteManager''' window
# Open '''[[QuoteManager]]'''.
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Expiration Rules''', or click the '''Expiration Rules''' <img src="https://www.multicharts.com/trading-software/images/a/a5/Expiration_Rules.png" width="24"> icon on the toolbar.
# On the '''Tools''' menu, click '''Expiration Rules''', or click the '''Expiration Rules''' [[File:QM_Expiration.png]] icon on the toolbar.
# Select the Expiration Rule you want to edit.  
# Select the Expiration Rule you want to edit.  
# Click the '''Edit...''' button.
# Click the '''Edit''' button.
# Change the number and type of the days that the contracts come into effect;
# Change the number and type of the days that the contracts come into effect.
# Change the rule that will set the benchmark date for the contract expiry;
# Change the rule that will set the benchmark date for the contract expiry.
# Click the '''OK" button to save the changes.  
# Click the '''OK''' button to save the changes.  


== Removing Expiration Rule ==  
== Removing Expiration Rule ==  
# Open '''QuoteManager''' window
# Open '''[[QuoteManager]]'''.
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Expiration Rules''', or click the '''Expiration Rules''' <img src="https://www.multicharts.com/trading-software/images/a/a5/Expiration_Rules.png" width="24"> icon on the toolbar.
# On the '''Tools''' menu, click '''Expiration Rules''', or click the '''Expiration Rules''' [[File:QM_Expiration.png]] icon on the toolbar.
# Select the Expiration Rule you want to delete.  
# Select the Expiration Rule you want to delete.  
# Click the '''Delete''' button.
# Click the '''Delete''' button.




<div style="background-color: #E3FBE5;">Note: Expiration Rule is IMPORTANT for custom futures contracts construction. </div>
[[Category: Setting Symbols‎|M]]
 
 
[[Category: Setting Symbols‎]]

Latest revision as of 16:24, 16 September 2024

You can set the rule that will indicate the last day when an options or futures contract is valid.

Adding Expiration Rule

  1. Open QuoteManager.
  2. On the Tools menu, click Expiration Rules, or click the Expiration Rules icon on the toolbar.
  3. Click the Add button.
  4. Enter the Expiration Rule name in the Name field.
  5. Select the number and type of the days that the contracts come into effect.
  6. Select the rule that will set the benchmark date for the contract expiry.
  7. Click the OK button to save the changes.

Editing Expiration Rule

  1. Open QuoteManager.
  2. On the Tools menu, click Expiration Rules, or click the Expiration Rules icon on the toolbar.
  3. Select the Expiration Rule you want to edit.
  4. Click the Edit button.
  5. Change the number and type of the days that the contracts come into effect.
  6. Change the rule that will set the benchmark date for the contract expiry.
  7. Click the OK button to save the changes.

Removing Expiration Rule

  1. Open QuoteManager.
  2. On the Tools menu, click Expiration Rules, or click the Expiration Rules icon on the toolbar.
  3. Select the Expiration Rule you want to delete.
  4. Click the Delete button.
Retrieved from "https://www.multicharts.com/trading-software/index.php?title=Setting_Expiration_Rules&oldid=15451"
Powered by MediaWiki