Working with Symbols in Scanner: Difference between revisions
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Revision as of 12:43, 12 July 2024
In the Scanner it is possible to add, format, and remove symbols.
Symbols can be added from diverse data feeds and have different settings.
Linking of the symbols to the chart or multiple charts makes it possible to plot charts in considerably small time period.
Symbols can be sorted according to the defined criteria with possibility to use a timer.
Adding a Symbol
To add a new symbol to the Scanner window:
- Access Format Instruments dialog window:
- Press F5 key on the keyboard.
- Double-click on any cell in any empty row, or right-click on any cell and select Insert Instrument.
- Select the Instrument tab.
- Select a data feed in the Data Source drop-down list box.
- Select a symbol from the list of available symbols in All Instuments tab.Use the category tabs to list only a particular category of symbols.It is also possible to add multiple symbols at the same time. To highlight multiple symbols use one of the following methods:
The list can be sorted by any column. To sort, click on the column header.- Click on the symbol to begin with and while holding Shift key click on the last necessary symbol. All symbols in the range between these two will be selected.
- Use Ctrl in combination with the mouse to select/deselect symbols one by one. While holding Ctrl, a single click will select the symbol and second click on the same symbol will deselect it.
- While holding Shift use the Up Arrow and the Down Arrow keys to select a group of neighbor symbols.
- While holding Ctrl, use the Up Arrow and the Down ArrowW keys in combination with the Space key to select symbols.
- Use the Ctrl + A keyboard shortcut to select all symbols.
- Сlick OK, to create a chart with the default settings.
Formatting Symbols
To format a symbol in the Scanner window:
- Access the Format Instruments dialog window using one of the following methods:
- Select Scanner in the main menu and click on Format Instruments.
- Double-click on the necessary symbol in the symbol list.
- Right-click on the necessary symbol and select Format Instruments.
- Select the Settings tab.
- Modify appropriate symbol settings if needed:
- Modify Data Range settings if needed using Custom Data Range:
- Select the Use Custom Data Range check box to set the number of bars/days back for indicators applied to this symbol. Clear the check box to use the default bars/days back.
- Enter a number in the text box (from 1 to 100,000) and select either Bars Back or Days Back in the drop-down list.
- Select the most recent date from which to calculate Bars Back or Days Back range.By default, current date is set for the initial value.
- Click OK.
Formatting All Symbols
To edit resolution for all the symbols at the same time right-click on any cell in the Resolution column and select Format Resolutions for All Symbols. Format Resolution (All symbols) dialog window will appear.
To change the custom data range for all the symbols at the same time:
- Right-click on any cell in the Resolution column.
- Select Format Resolution for All Symbols.
- Select the Use Custom Data Range check box.
- Enter a number in the text box (from 1 to 100,000) and select either Bars Back or Days Back in the drop-down list.
- Select the most recent date from which to calculate Bars Back or Days Back range.By default, current date is set for the initial value.
Removing a Symbol
To remove a symbol from the Scanner use one of the following methods:
- Click on the symbol name and use the DELETE button.
- Select Edit in the main menu and click on Remove Symbol.
- Right-click on the symbol and select Remove Symbol.
Removing All Symbols
To remove all symbols from the Scanner:
- Select Edit in the main menu.
- Click on Remove All Symbols. A confirmation window will appear.
- Click Yes to remove all symbols, or No to cancel.
Sorting Symbols
Sorting makes it possible to quickly locate and monitor best trading opportunities defined by customizable criteria.
The market data lines in the Scanner can be sorted based on any column.
To sort based on a single criterion double-click on the column header. The market data lines will be sorted based on ascending or descending order.
To sort based on multiple criteria (up to three):
- Right-click on any market data line and select Sort.
- Select the first criteria to sort by using the Sort by drop-down list. Then press the Ascending/Descending button to sort by ascending or descending order.
- Select the second criteria to sort by using the Then by drop-down list. Then press the Ascending/Descending button to sort by ascending or descending order.
- Select the third criteria to sort by using the Then by drop-down list. Then press the Ascending/Descending button to sort by ascending or descending order.
- To sort automatically select the Sort Data Every check box and enter the time period in seconds.
Linking Symbols
Symbols in the Scanner can be linked to a chart plot. After linking, the selected symbol in the Scanner can be easily plotted by simply clicking on the symbol in the Scanner. The symbol will plot automatically in the chart.
To link a Scanner symbol to a chart plot:
- Create a Chart window using any symbol.
- Create a Scanner window within the same or different workspace.
- Select the Instrument Link
button on the Instrument column header in the Scanner. Select a color.
- Select the Instrument Link
button on the Status Line of the Chart window to be linked. Select the same color as the color chosen in the Scanner.
The Instrument Linkbutton will not appear if it is hidden in the Status Line settings.
- In the Scanner window select a cell that contains a symbol's ticker. The chart for the symbol will be plotted in the Chart window. The symbol name is linked to the Chart window. The other settings, such as Resolution of the Chart, Quote field, Time Zone, Build Volume on, and Sessions will not be affected.
To unlink a chart from the scanner click the Instrument Link button on the chart and change it to Not Linked.
All studies or signals previously applied to the chart will be recalculated after linking.
All manually placed drawings will stay in their original locations.
Objects based on formula calculations (e.g. signal arrows, etc.) may disappear if the formula calculation on the new data series does not generate an object.