Setup Wizard: Difference between revisions

Setup Wizard (view source)

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-The first time you launch MultiCharts you will see a wizard that helps you configure your data feed and create a chart.
+Setup Wizard is a convenient and simple tool to get started with MultiCharts:
+* helps to quickly set up your data source and broker profile
+* automatically loads most popular symbols and pre-built sample workspaces to help you start your work almost instantly<br>
+Setup Wizard will automatically start with your first launch of MultiCharts. To run our Wizard again, go to the Help menu -> Run Wizard.
+== Setting up a data source ==
+=== If you have a data provider account ===
+Select '''“I already have data source login and password”''' if you have an account with one of the [https://www.multicharts.com/features/data-feeds/ supported data providers], and click '''Next''' to connect it.
+# Select your data source from the drop-down menu.
+# Enter your account credentials and connection info. Apply '''Advanced settings''' if required. <div style="background-color: #E3FBE5;">Note: Information required for connection and advanced settings varies depending on your data provider. For more info about data sources connection, please check [https://www.multicharts.com/trading-software/index.php/Category:Built-in_Data_Sources this page].</div>
+# Click '''Test''' to check the connection. If the connection is established, the indicator will turn green. If the connection fails due to incorrect account details or other reasons, you’ll be notified with a popup.
+# Click '''Next''' to finish the setup<br>
+After the setup is finished, a list of the most popular symbols for the selected data source will be automatically added to the [[Operating_Symbol_List|symbol list]].
+=== If you don’t have an account with a data provider ===
+Select '''“I don’t have an account, yet”''' to set up one of the data sources available without any account details.
+# Select a data source from the drop-down box. For more info about the data providers please check our [https://www.multicharts.com/trading-software/index.php/Category:Built-in_Data_Sources connection guides], [[Supported security types]] page, and our [https://www.multicharts.com/features/data-feeds/ website].
+# Click '''Next''' to finish the setup
+After the setup is finished, a list of the most popular symbols for the selected data source will be automatically added to the [[Operating_Symbol_List|symbol list]].<br>
+A [[Paper Trader]] broker profile for the selected data source will be configured automatically. You’ll see it on the [[Broker_Profiles_Overview|Broker Profiles list]] and [[Trade_Bar|Trade Bar]].
+== Setting up a broker profile ==
+Once your data feed account is set up, you can configure a broker profile that is needed for trading.
+=== If you have a broker account ===
+Select '''“I already have a broker account”''' if you have an account with one of the [https://www.multicharts.com/features/brokers/ supported brokers].
+# Select your broker from the drop-down menu
+# Enter your account credentials and connection info. Apply '''Advanced settings''' if required. <div style="background-color: #E3FBE5;">Note: Information required for connection and advanced settings varies depending on your broker. For more info about broker connection, please check [https://www.multicharts.com/trading-software/index.php/Category:Broker_Profiles this page].</div>
+# Click '''Test''' to check the connection. If the connection is established, the indicator will turn green. If the connection fails due to incorrect account details or other reasons, you’ll be notified with a popup.
+# Click '''Next''' to finish the setup
+After you click Next, the corresponding broker profile will appear on the [[Broker_Profiles_Overview|Broker Profiles list]] and [[Trade_Bar|Trade Bar]].
+=== If you don’t have a broker account ===
+Select '''“I don’t have a broker account, set up Paper Trader”''' to configure [[Paper Trader]] broker profile if you don’t have an account with one of the supported brokers.<br>
+Select your data source from the drop-down menu and click Next. A corresponding [[Paper Trader]] broker profile will appear on the [[Broker_Profiles_Overview|Broker Profiles list]] and [[Trade_Bar|Trade Bar]].
+After the setting up is complete, a workspace with sample data for the configured data source will open up.
+Your MultiCharts is now set up to start:
+* [https://www.multicharts.com/trading-software/index.php/Category:Backtesting Backtesting]
+* [https://www.multicharts.com/trading-software/index.php/Category:Optimization Optimizing]
+* [https://www.multicharts.com/trading-software/index.php/Category:Manual_Trading Manual trading]
+* or [https://www.multicharts.com/trading-software/index.php/Category:AutoTrading Auto trading]
-To enable/disable the Getting Started Wizard:
-# Click '''File''' in the main menu of MultiCharts;
-# Select '''Preferences''';
-# On the '''Workspaces''' tab under '''Wizard Options''' section check/uncheck '''Run Wizard on Startup''' feature;
-# Click '''OK''' to apply the changes.
 [[Category:FAQ]]