QuoteManager Overview
QuoteManager is a useful tool for managing and customizing your database.
To open QuoteManager:
- click the New QuoteManager Window
icon on the Main toolbar; or:
- in the main MultiCharts menu select File -> New -> QuoteManager Window
Managing data
Exporting Data
One can export data from one, several selected or all symbols into an ASCII or QMD file via File -> Export Data or by right-clicking the symbol -> Export Data
See the Exporting Data page for more info.
Importing Data
One can import data into a symbol from an ASCII or QMD file via File -> Import Data or by right-clicking the symbol -> Import Data
See the Importing Data page for more info.
Importing Symbol List
A text file that contains a list of symbols and their parameters can be imported instead of adding symbols one by one.
To import a symbol list, go to File -> Import Symbol List.
See the Import Symbol List page for more info.
Mapping ASCII
This tool can be used to indicate the path to a file populated with data. That will allow the program to find the file automatically, convert it into the necessary format based on the preset configuration and display the data every time a chart is created.
To use this tool, go to File -> Map ASCII
See the Mapping ASCII page for more info.
Deleting Data
Select the symbol and go Edit -> Delete Data.
Check the corresponding boxes to clear data for certain Quote Field and Resolution.
Click Check All to select all the checkboxes.
Clearing Cache
Cache stores data downloaded from the data feed server until it is saved to the local database after all MultiCharts processes are restarted or the Flush Cached Data to Database option is used.
To clear the cache, select the symbol and go Edit -> Clear Cache.
See the Data Cache page for more info.
Editing Data
To manually adjust data stored in the database, select the symbol and go Edit -> Edit Data.
Set the Data Settings by selecting the required Resolution, Field and Time Zone from the dropdown boxes.
Set the required Data Range using the Start and End fields.
Click Load to display the data that conforms to the set parameters in the Data field.
Each parameter can be adjusted by clicking on the corresponding lot.
Click Add to add another data line at the end of the list.
Click Insert to add another data line below the selected one.
Click Delete to erase the selected data line.
Click Find to look for the data line with the specified parameter.
Click Select All to select all available data lines.
Click Copy to copy the values in the selected data line.
See the Editing Data page for more info.
Flushing Cached Data to Database
Save the cached data to the database on demand without closing down all the platform processes via Edit -> Flush Cached Data to Database
Collecting Data
Data collected using this option is saved directly into your database.
Check your Data server mode settings to make sure data collecting starts/continues according to your needs.
To collect values for a symbol, right-click it → Collect:
- Click Historical Data to open Historical Data Downloader and download values for the required period.
- Click Real-time data (Level 1) to start collecting real-time values for required fields and resolutions.
- Click Real-time DOM data (Level 2) to start collecting Level 2 values.
Collected values can be used for Advanced Simulated Trading once enough data is accumulated in your database.
Tools
Symbol Dictionary
This tool allows editing the existing and adding new symbol roots.
Symbol Dictionary contains a list of futures symbol roots with pre-defined contract specifications and session times.
See the Symbol Dictionary for Futures page for more info.
Session Templates
This tool allows creating templates for rapid access to the session configurations.
See the Setting Custom Session Templates page for more info.
Exchanges & ECNs
This tool allows adding/removing Exchanges/ECNs and editing their parameters.
See the Setting Exchanges & ECNs page for more info.
Custom Resolutions Manager
This tool allows creating new bar resolutions for MultiCharts.
See the Custom Resolutions page for more info.
Data Sources
In the Data Sources menu one can configure (Settings... button) and activate/deactivate available data sources.
Select the data source to see the link to the connection guide and general info.
See the Built-in Data Sources category for configuration instructions for each data feed.
Holidays
In this menu one can check, add, edit and delete different countries' holidays to indicate the days when the exchanges do not work to avoid gaps on the charts.
To disable holidays for all exchanges, check the Show data on holidays box.
See the Setting Holidays page for more info.
ASCII Export Scheduler
This tool allows exporting the QuoteManager data automatically on a scheduled basis according to the set of rules specified by user.
See the ASCII Export Scheduler for more info.
Expiration Rules
This tool is used to set the rules that will indicate the last day that an options or futures contract is valid.
See the Setting Expiration Rules page for more info.
Historical Data Download Scheduler
This tool allows downloading the historical data from the data provider automatically on a scheduled basis according to the set of rules specified by user.
See the Historical Data Download Scheduler page for more info.
Historical Data Downloader Logs
One can open the HistoryLoaderScheduler folder to see and manage stored files.
Managing Instruments
Editing Instruments
Select a symbol and go Instrument -> Edit Instrument to open the symbol settings.
See the Setting Properties page for more info.
Adding Instruments
Instruments can be added manually and from data source (the correct symbol parameters will be provided by data feed) via Instrument -> Add Symbol
See the Adding Symbol(s) to Symbol List section for more info.
Adding Custom Futures
Custom Futures is a symbol combined from the individual futures contracts available in QuoteManager. It is a convenient solution in case continuous futures data is not provided by the data feed.
Go Instrument -> Add Custom Futures to create a custom futures instrument.
See the Custom Futures page for more info.
Deleting Instruments
Select the required symbol in the symbol list -> Instrument -> Delete Symbol
See the Deleting Symbol(s) from the Symbol List section for more info.
Downloading Historical Data
Historical Data Downloader allows downloading historical data from the data provider without plotting a chart.
Select the required symbol in the symbol list -> Instrument -> Download Historical Data to select the required parameters for downloading historical data.
Customizing QuoteManager window
One can adjust the QuoteManager window via the View menu.
Sort By
Select one of the sorting criteria: Symbol, Description, Exchange Listed, Category, Data Source, Collect RT Data w/o Plotting, Historical Data Download Status.
Set the sorting order: Sort Ascending, Sort Descending
Columns
One can select, reorder and set width for the displayed columns.
Check the boxes or use Show and Hide buttons to set columns to be displayed in QuoteManger.
Use the Move Up and Move Down buttons to reorder the columns.
Press Reset to go back to the default settings.
Set the width for the selected column by putting the desired pixel amount. Column size can also be manually adjusted.
Event Log
Enable the Event Log to see the messages related to data feed connection and data requests.
Filter
One can select to view all symbols or a certain category/exchange by clicking the corresponding title in the Filter window.
Find
Search the symbol list via Edit -> Find.
Select the column to search from the In column dropdown box.
Enter the object to search for in the Find field.