Operating Symbol List: Difference between revisions
From MultiCharts
→Adding Symbol(s) to Symbol List
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== Adding | == Adding Symbols to Symbol List == | ||
To start working with a symbol, | To start working with a symbol, it must be added to the symbol list first.<br>Symbols can be added manually or from a data vendor list.<br> | ||
Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor. For instance, with DDE there is no way to download a list, | Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor. For instance, with DDE, there is no way to download a list, so the user must know the exact name for the query.<br> | ||
In all other cases, adding symbols manually is | In all other cases, adding symbols manually is not recommended, as the data vendor may require additional parameters beyond the symbol name. When a symbol is added from a list provided by the data vendor, all required parameters are set automatically. | ||
=== Adding Symbols Manually === | |||
To add a symbol: | |||
# Open '''[[QuoteManager]]''' | |||
# In the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or click the '''Add Symbol''' <img src="https://www.multicharts.com/trading-software/images/6/67/Add_Symbol.png" width="24"> icon on the toolbar. | |||
# Select a'''Data Source''' from the list. | |||
# Enter '''Symbol''' name. | |||
# Select '''Category''' from the list. | |||
# Select '''Exchange''' from the list. If the desired exchange is not listed, it can be added manually. See [[Setting Exchanges & ECNs]]. | |||
# Click '''OK'''. | |||
=== Adding Symbol from Data | === Adding Symbol from Data Source === | ||
To add a symbol: | To add a symbol: | ||
# Open ''' | # Open '''[[QuoteManager]]''' | ||
# In the '''Instrument''' menu, select '''Add Symbol''' → '''From Data Source'''. | |||
# In the '''Instrument''' menu select '''Add Symbol''' | |||
# Choose a data source from the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will open.<br>If a data vendor is not in the list: | # Choose a data source from the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will open.<br>If a data vendor is not in the list: | ||
#* | #* Data source does not provide a symbol list. Symbols must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]]). | ||
#* | #* Data source is deactivated. [[Data_Sources_Overview#Activating_and_Deactivating_Data_Sources|Activate]] it to see it on the list. | ||
#* | #* Data source is not supported. See [[:Category:Built-in_Data_Sources|Built-in Datafeeds]] for the list of supported providers. | ||
# Select a tab, corresponding to the type of symbol to be added. | # Select a tab, corresponding to the type of symbol to be added. | ||
# Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''. | # Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''.<div class="note">Additional search options may be available depending on data source selected.</div><div class="tip">It is possible to put '''*''' in search field and click the '''Lookup''' button to get the list of all available instruments. Available for Dukascopy, eSignal, QFeed, LMAX, MetaStock, GAIN Capital, Rithmic 01, TradeStation (for Forex only). </div> | ||
# Select the desired symbol(s). | # Select the desired symbol(s). | ||
# Click '''Add'''. A message that you have added it to your database should appear | # Click '''Add'''. A message that you have added it to your database should appear.<div class="note">If there is a message “'''You must create *** exchange first'''”, add the required exchange to the list with correct corresponding abbreviation. The easiest way is to select an existing one and '''[[Setting Exchanges & ECNs#Cloning the Exchange/ECN|clone]]''' it putting the required abbreviation. </div> | ||
# Click '''Close''' or continue to search for symbols. | |||
# | |||
# Click ''' | |||
== Selecting Symbol(s) in Symbol List == | == Selecting Symbol(s) in Symbol List == |