Quick Guide to Get Started: Difference between revisions

Revision as of 12:07, 11 June 2024

Get Started

Sign up at the Get Started page to download MultiCharts and get a free account that allows you to use the trading simulator and get a platform overview.

Install and open MultiCharts.
Sign in using the account information you received via email.
Select our free simulator and start improving your trading techniques.

If you’d like to test out other tools and features, sign up for a trial period by clicking the Get Free Trial button at the Purchase page.

Set up Data Feed and Broker Profile

It is necessary to set up a data feed to have charts, and a broker profile should be configured for trading.
For simulated trading you can use the built-in Market Data Sim data source.

Data Source Configuration

Set up your data source in QuoteManager → Tools → Data Sources.

See the Built-in Data Sources page for detailed connection guides.

Broker Profile configuration

Most of the supported data vendors also provide brokerage services.
To add a new broker profile, in MultiCharts main menu go to File > Broker Profiles > Manage Broker Profiles. In the Broker Profiles window click New and select your broker.

The instructions on connecting different broker profiles can be found here.

Add the Symbols to QuoteManager

To create a new chart, you need to add the required symbol from the data source (available for most supported data feeds).
Add the symbols from your data feed in QuoteManager > Instrument > Add Symbol > From Data Source.

More detailed instructions on operating your symbol list can be found here.

Note: If you are not sure, what the ticker for the required symbol is, our Symbol Guide might be helpful. In case the symbol cannot be found in that table, you will need to contact your data vendor and request the list of provided instruments.

Create the Charts

When all the required instruments are added, you can create charts via MultiCharts Main Menu > File > New > Chart Window.

Your MultiCharts is now set up to start:
— Backtesting,
— Optimizing,
— Manual trading,
— or Auto trading.

The most common data issues and recommendations how to troubleshoot them can be found in the Problems with Data in MultiCharts article.
Click here to be see MultiCharts FAQ.

@@ Line 11: / Line 11: @@
 <br>
 For simulated trading you can use the built-in [[Market Data Sim]] data source.
-===Data Feed Configuration===
+===Data Source Configuration===
-MultiCharts comes with Free Quotes (Yahoo end-of-day data), Bitfinex, Bittrex, and Poloniex (cryptocurrency feeds).
-In order to get real-time and historical data for the other security types, you will need to get an account provided by any of the supported [https://www.multicharts.com/features/data-feeds/ data sources]. Each data feed supports certain [https://www.multicharts.com/trading-software/index.php/Supported_security_types security types]
+Set up your data source in [[QuoteManager|QuoteManager]] → Tools → Data Sources.
-<br>
-Set up your data feed in [[QuoteManager|QuoteManager]] > Tools > Data Sources.
 [[File: DataSources.png|none]]
 <br>
-See how to configure the supported data sources [https://www.multicharts.com/trading-software/index.php/Category:Built-in_Data_Sources here].
+<div class="tip-no-title">See the [[Built-in Data Sources]] page for detailed connection guides.</div>
-<div style="background-color: #E3FBE5;">'''Note''': Once you set up the data feed, it is recommended to restart MultiCharts with all its applications (to do it properly, close MultiCharts, then make sure that no [http://www.multicharts.com/trading-software/index.php/MultiCharts_Processes  processes] with MultiCharts description remained in Task Manager, Processes or Details tab, and run MultiCharts again).</div>
 ===Broker Profile configuration===
 Most of the supported data vendors also provide brokerage services.