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Symbol Mapping: Difference between revisions

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* If there is no instrument you are looking for in the list, click the Add button. Insert Symbol Into Portfolio window will be opened. It is important to add instrument From Data Source with predefined correct settings. If the data vendor doesn't support wizard for adding symbols, a warning message "Please run QuoteManager to add the symbol manually." pops up. To find out more about adding instruments, see Adding symbols to database.
* If there is no instrument you are looking for in the list, click the Add button. Insert Symbol Into Portfolio window will be opened. It is important to add instrument From Data Source with predefined correct settings. If the data vendor doesn't support wizard for adding symbols, a warning message "Please run QuoteManager to add the symbol manually." pops up. To find out more about adding instruments, see Adding symbols to database.
* To edit a broker symbol click the Edit button [[File:SM10.png]] on the right side of the Broker Symbol column.  
* To edit a broker symbol click the Edit button [[File:SM10.png]] on the right side of the Broker Symbol column.  
* Broker Symbol can be configured automatically using the Chart Symbol settings in the Quote Manager by clicking the Auto button [[File:SM11.png]] on the right side of the Broker Symbol column. <div style="background-color: #E3FBE5;">'''Note:''' Automatic configuration should be enough when data feed and broker are the same, but may require some modification if data source and broker are different. If you use Interactive Brokers, or Trading Technologies as your broker make sure that you add symbols From Data Source in Quote Manager (see [[Operating Symbol List]]).</div>
* Broker Symbol can be configured automatically using the Chart Symbol settings in the QuoteManager by clicking the Auto button [[File:SM11.png]] on the right side of the Broker Symbol column. <div style="background-color: #E3FBE5;">'''Note:''' Automatic configuration should be enough when data feed and broker are the same, but may require some modification if data source and broker are different. If you use Interactive Brokers, or Trading Technologies as your broker make sure that you add symbols From Data Source in QuoteManager (see [[Operating Symbol List]]).</div>
* To save your symbol mapping configuration you should click Apply or OK.
* To save your symbol mapping configuration you should click Apply or OK.