Quick Guide to Get Started: Difference between revisions

Revision as of 12:13, 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 Connection

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

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

Broker Profile Connection

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.

See the Broker Profiles page for detailed connection guides.

Add Symbols to QuoteManager

To create a new chart, you need to add the required symbol first.
Add symbols from your data source in QuoteManager → Instrument → Add Symbol → From Data Source.

See Operating Symbol List for more info.

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 25: / Line 25: @@
 <div class="tip-no-title">See the [https://www.multicharts.com/trading-software/index.php/Category:Broker_Profiles Broker Profiles] page for detailed connection guides.</div>
-==Add the Symbols to QuoteManager==
+==Add 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).
+To create a new chart, you need to add the required symbol first.
 <br>
-Add the symbols from your data feed in QuoteManager > Instrument > Add Symbol > From Data Source.
+Add symbols from your data source in QuoteManager → Instrument → Add Symbol → From Data Source.
 <br>
 [[File: AddSymbol.png|none]]
-More detailed instructions on operating your symbol list can be found [https://www.multicharts.com/trading-software/index.php/Operating_Symbol_List here].
-<div style="background-color: #E3FBE5;">'''Note''': If you are not sure, what the ticker for the required symbol is, our [http://www.multicharts.com/trading-software/index.php/Symbol_Guide 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. </div>
+<div class="tip-no-title">See [[Operating Symbol List]] for more info.</div>
+<div class="tip">If you are not sure, what the ticker for the required symbol is, our [http://www.multicharts.com/trading-software/index.php/Symbol_Guide 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. </div>
 ==Create the Charts==
 When all the required instruments are added, you can [http://www.multicharts.com/trading-software/index.php/Creating_Charts create charts] via MultiCharts Main Menu > File > New > Chart Window.