Changing Symbols

Symbols can be changed using either Command Line Toolbar or Format Symbol Window.

Changing Symbol Using the Command Line Toolbar

The instrument on the chart can be changed by entering the symbol parameters into the Command Line toolbar. Symbol parameters consist of the Symbol Name, Data Source, Category, and Exchange parameters. Depending on the data source and the symbol category, one or more parameters are required in order to precisely identify the symbol to be plotted.

To learn more, see Creating Charts Using the Command Line Toolbar.

Changing Symbol Using Format Instrument Window

Symbols can be selected either by the symbol name or by the security description.

Changing Symbol by Instrument Name

Only the symbols which have already been added to the Symbol List will be available.

To learn more, see Adding Symbols to Symbol List.

To change a symbol by symbol name:

1. Open the Format Instruments window.
   
   To open the Format Instruments window, click the Format Instruments icon on the main toolbar;
   if the Format Objects window appears, select the symbol and click the Format button.
   
   The Format Instruments window can also be opened by one of the following methods:
     - Position the mouse pointer over the symbol's data series; double-click once the Pointer changes into a Hand ;
     - Position the mouse pointer over the symbol's data series; once the Pointer changes into a Hand right-click and then click Format Symbol Name;
     - Right-click on an empty area of the chart and then click Format Instruments; if the Format Objects window appears, select the symbol and click the Format button;
     - Select Format in the main menu and click Instrument; if the Format Objects window appears, select the symbol and click the Format button.
2. Select the Instrument tab.
3. Select a data source in the Data Source drop-down list box.
4. Click the Instrument/Description selector and choose Instrument.
5. Enter all or part of the symbol name in the name/description combo box; as the name is entered, a dynamically filtered list of the available matching symbols and their descriptions will be displayed.
6. Select a symbol from the list of available symbols in All Symbols tab, or use the category tabs to list only a particular category of symbols; the list can be sorted by any column, in ascending or descending order, by clicking on the column header. If you can't find a symbol, see Adding Symbols to Symbol List.
7. Double-click the symbol or click OK.

Changing Symbol by Security Description

Symbols can be selected by the security description as well as by the symbol name.

Only the symbols which have already been added to the Symbol List will be available.

To learn more, see Adding Symbols to Symbol List.

To change a symbol by security description:

1. Open the Format Instruments window.
   
   To open the Format Instruments window, click the Format Instruments icon on the main toolbar;
   if the Format Objects window appears, select the symbol and click the Format button.
   
   The Format Instruments window can also be opened by one of the following methods:
     - Position the mouse pointer over the symbol's data series; double-click once the Pointer changes into a Hand ;
     - Position the mouse pointer over the symbol's data series; once the Pointer changes into a Hand right-click and then click Format Symbol Name;
     - Right-click on an empty area of the chart and then click Format Instruments; if the Format Objects window appears, select the symbol and click the Format button;
     - Select Format in the main menu and click Instrument; if the Format Objects window appears, select the symbol and click the Format button.
2. Select the Instrument tab.
3. Select a data source in the Data Source drop-down list box.
4. Click the Instrument/Description selector and choose Description.
5. Enter all or part of the security description in the name/description combo box; as the description is entered, a dynamically filtered list of the available matching symbols and their descriptions will be displayed.
6. Select a symbol from the list of available symbols in All Symbols tab, or use the category tabs to list only a particular category of symbols; the list can be sorted by any column, in ascending or descending order, by clicking on the column header. If you can't find a symbol, see Adding Symbols to Symbol List.
7. Double-click the symbol or click OK.