Difference between revisions of "Setting Properties"
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<div style="background-color: #F8F6CD;">Important: The '''Category''' property can not be changed for a symbol.</div> | <div style="background-color: #F8F6CD;">Important: The '''Category''' property can not be changed for a symbol.</div> | ||
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<div style="background-color: #F8F6CD;">Important: It is required to set the '''Symbol Root''' property.</div> | <div style="background-color: #F8F6CD;">Important: It is required to set the '''Symbol Root''' property.</div> | ||
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<div style="background-color: #E3FBE5;">Tip: '''Symbol Root''' for stocks is the same as the '''Symbol Root''' property.</div> | <div style="background-color: #E3FBE5;">Tip: '''Symbol Root''' for stocks is the same as the '''Symbol Root''' property.</div> | ||
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+ | {| class="wikitable" | ||
+ | !'''Property''' | ||
+ | !'''Tab''' | ||
+ | !'''Category Applicable''' | ||
+ | !'''Description''' | ||
|- | |- | ||
|'''Data Source*''' | |'''Data Source*''' | ||
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|Data source to receive the data for the symbol from. It is possible | |Data source to receive the data for the symbol from. It is possible | ||
to have several symbols with the same underlying asset (name) fed from different data source. | to have several symbols with the same underlying asset (name) fed from different data source. | ||
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|- | |- | ||
|'''Symbol Name*''' | |'''Symbol Name*''' | ||
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Symbol names may vary for different data source. The same underlying asset may have quite different | Symbol names may vary for different data source. The same underlying asset may have quite different | ||
symbol names for different datas sources. | symbol names for different datas sources. | ||
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|'''Symbol Root*''' | |'''Symbol Root*''' | ||
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The same underlying asset may have quite different | The same underlying asset may have quite different | ||
symbol names for different datas sources. | symbol names for different datas sources. | ||
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|'''Description''' | |'''Description''' | ||
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|Description is the full name for the asset. | |Description is the full name for the asset. | ||
Usually it is a name of the corporation, financial entity or instrument that the symbol is based on. | Usually it is a name of the corporation, financial entity or instrument that the symbol is based on. | ||
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|'''CUSIP''' | |'''CUSIP''' | ||
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identification number, for each class of security approved for trading in the U.S., | identification number, for each class of security approved for trading in the U.S., | ||
to facilitate clearing and settlement. | to facilitate clearing and settlement. | ||
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|- | |- | ||
|'''Margin''' | |'''Margin''' | ||
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|Futures | |Futures | ||
|Amount of money exchange requires to reserve as a deposit for futures trading (in percents). | |Amount of money exchange requires to reserve as a deposit for futures trading (in percents). | ||
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|'''Contract Month''' | |'''Contract Month''' | ||
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|Bonds, Futures & Options | |Bonds, Futures & Options | ||
|Delivery/expiration month of a security. | |Delivery/expiration month of a security. | ||
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|- | |- | ||
|'''Contract Year''' | |'''Contract Year''' | ||
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|Bonds, Futures & Options | |Bonds, Futures & Options | ||
|Delivery/expiration year of a security. | |Delivery/expiration year of a security. | ||
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|'''Expiration Date''' | |'''Expiration Date''' | ||
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|Futures & Options | |Futures & Options | ||
|Date future or option contract expires. | |Date future or option contract expires. | ||
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|'''Expiration Rule''' | |'''Expiration Rule''' | ||
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|Futures & Options | |Futures & Options | ||
|Expiration rules are quite different for different types of futures and options. | |Expiration rules are quite different for different types of futures and options. | ||
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|- | |- | ||
|'''Expiration Status''' | |'''Expiration Status''' | ||
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|Futures & Options | |Futures & Options | ||
|Status displays if the contract is expired or not. | |Status displays if the contract is expired or not. | ||
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|- | |- | ||
|'''Strike Price''' | |'''Strike Price''' | ||
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|Options | |Options | ||
|Option strike price. | |Option strike price. | ||
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|'''Option Type''' | |'''Option Type''' | ||
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|Options | |Options | ||
|Option type (Call or Put). | |Option type (Call or Put). | ||
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|'''Price Scale''' | |'''Price Scale''' | ||
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of a full point move for the E-Mini S&P. | of a full point move for the E-Mini S&P. | ||
Any stock would also have a PriceScale of 100. 1 / PriceScale = Minimum price increment. | Any stock would also have a PriceScale of 100. 1 / PriceScale = Minimum price increment. | ||
+ | |} | ||
'''Examples''' | '''Examples''' |
Revision as of 19:05, 3 February 2012
It is possible to modify symbol properties in QuoteManager. Every symbol has a set of properties. Data Source, Category, Exchange & ECN, Symbol Name and Symbol Root are the mandatory properties.
In case the symbol was added [[LINK /101_Symbol_List.html name="1=12"; |from a list supplied by data vendor]] all mandatory and most optional properties are already set according to data vendor requirements.
It is possible to modify propeties only after the symbol is already added to the symbol list.
In case the symbol was added [[LINK /101_Symbol_List.html name="1=11"; |manually]] all mandatory (except Symbol Root) and some optional properties are already set.
It is possible to modify propeties while creating a symbol as well as after the symbol is already added to the symbol list.
The properties are edited in the Edit Symbol window:
Contents
Editing an existing symbol properties
- Double-click the necessary symbol in the symbol list.
- Select appropriate tab in the Edit Symbol window opened.Note: First tab name dynamically changes according to the symbol category set.
- Set necessary properties.
or
- Select the necessary symbol (see [[LINK /101_Symbol_List.html name="2"; |Selecting Symbol(s) in Symbol list]] section).
- Click the Edit Symbol icon on the toolbar.
- Select appropriate tab in the Edit Symbol window opened.Note: First tab name dynamically changes according to the symbol category set.
- Set necessary properties.
or
- Select the necessary symbol (see [[LINK /101_Symbol_List.html name="2"; |Selecting Symbol(s) in Symbol list]] section).
- Under menu select Symbol and click Edit Symbol....
- Select appropriate tab in the Edit Symbol window opened.Note: First tab name dynamically changes according to the symbol category set.
- Set necessary properties.
or
- Right-click on necessary symbol and select Edit Symbol....
- Select appropriate tab in the Edit Symbol window opened.Note: First tab name dynamically changes according to the symbol category set.
- Set necessary properties.
Editing a new symbol properties
After filling information in the [[LINK /101_Symbol_List.html name="1=11"; |Add Symbol]] window the Edit Symbol window appears automatically making possible setting properties.
Property | Tab | Category Applicable | Description |
---|---|---|---|
Data Source* | Category | All | Data source to receive the data for the symbol from. It is possible
to have several symbols with the same underlying asset (name) fed from different data source. |
Symbol Name* | Category | All | Symbol name is the abbreviation of the underlying asset name i.e. ticker name.
Symbol names may vary for different data source. The same underlying asset may have quite different symbol names for different datas sources. |
Symbol Root* | Category | All | Symbol root is a abbreviation of underlying' name.
The same underlying asset may have quite different symbol names for different datas sources. |
Description | Category | All | Description is the full name for the asset.
Usually it is a name of the corporation, financial entity or instrument that the symbol is based on. |
CUSIP | Category | Mutual Funds & Stocks | CUSIP (Committee on Uniform Securities Identification Procedures) is a unique nine-character
identification number, for each class of security approved for trading in the U.S., to facilitate clearing and settlement. |
Margin | Category | Futures | Amount of money exchange requires to reserve as a deposit for futures trading (in percents). |
Contract Month | Category | Bonds, Futures & Options | Delivery/expiration month of a security. |
Contract Year | Category | Bonds, Futures & Options | Delivery/expiration year of a security. |
Expiration Date | Category | Futures & Options | Date future or option contract expires. |
Expiration Rule | Category | Futures & Options | Expiration rules are quite different for different types of futures and options. |
Expiration Status | Category | Futures & Options | Status displays if the contract is expired or not. |
Strike Price | Category | Options | Option strike price. |
Option Type | Category | Options | Option type (Call or Put). |
Price Scale | Settings | All | Returns a numeric expression representing the fractional portion of a full point move for a particular symbol. The PriceScale value is represented by a whole number.
For example; the PriceScale of the E-Mini S&P is100, which represents the fractional portion of a full point move for the E-Mini S&P. Any stock would also have a PriceScale of 100. 1 / PriceScale = Minimum price increment. |
Examples
MinMove / PriceScale returns the smallest increment between trades.
MinMove / PriceScale * BigPointValue returns the dollar value of the smallest change in price.
Displaying prices in decimal format
- Double click on the symbol in QuoteManager. The Edit Symbol window will appear.
- Select the Settings tab.
- In the Settings Details section, select the appropriate Price Scale from the drop-down list. The following selections are available for decimal format:
10000 |
1000 |
100 |
10 |
As is |
1/10 |
1/100 |
1/1000 |
1/10000 |
1/100000 |
1/1000000 |
Displaying prices in fractional format
- Double click on the symbol in QuoteManager. The Edit Symbol window will appear.
- Select the Settings tab.
- In the Settings Details section, select the appropriate Price Scale from the drop-down list. The following selections are available for fractional format:
Fractions with integer numerator |
1/2 |
1/4 |
1/8 |
1/16 |
1/32 |
1/64 |
1/128 |
1/256 |
The numerator of the fraction may have a decimal:
10 23.25/32
10 23.5 /32
10 23.75/32
Fractions with decimal numerator |
1/32 and 10th of 32nd |
1/10 and j of 10th |
1/32 and j of 32nd |
1/64 and 10th of 64th |
1/32 and Ѕ of 32nd |
1/64 and Ѕ of 64th |
The "10th", "j", and "S" markings have special meaning.
Their definitions are laid out in the table below:
Marking | Decimal representation in numerator | Fractional Equivalent |
10th | 0, 0.1, 0.2, ... 0.9 | 1/10 |
j | 0, 0.25, 0.5, 0.75 | 1/4 |
S | 0, 0.5 | 1/2 |
As shown,
"10th" means the decimal in the numerator can be in increments of 0.1.
"j" means the decimal in the numerator can be in increments of 0.25.
"S" means the decimal in the numerator can be in increments of 0.5.
In a user defined price scale range, it is also possible to input numbers in fractional format into the Maximum and Minimum fields. The numbers will be converted to decimal format when the dialog box is closed.
However, the price scale on chart will still be in fractional format.
|- |Daily Limit |Settings |All |The maximum price movement allowed during a session (currently is not used in MultiCharts).
|-
|Min. Movement
|Settings
|All
|Returns a numeric expression representing the minimum movement allowed for a particular symbol.
The MinMove value is represented by a whole number.
For example: the MinMove of the E-Mini S&P is 25, which represents the minimum price move of the E-Mini S&P which is .25.
Any stock would have a MinMove of 1, which represents the minimum price move of any stock which is .01
MinMove
Examples
MinMove / PriceScale returns the smallest increment between trades.
MinMove / PriceScale * BigPointValue returns the dollar value of the smallest change in price.
|- |Big Point Value |Settings |All |The dollar value represented by a full point of price movement. In the case of stocks, the Big Point Value is usually 1, in that 1 point of movement represents 1 dollar, however it may vary. For example, the Big Point Value for the S&P Futures is 250, where 1 point of price movement represents 250 dollars. The Big Point Value for a stock such as JDSU is 1, where 1 point of movement represents 1 dollar.
|-
|Session setting
|Sessions
|All
|Learn more about Custom Session Templates.
|}