Setting Expiration Rules

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This tool is used to set the rule that will indicate the last day that an options or futures contract is valid.

Due to the fact that MultiCharts supports multiple brokers and exchanges, expiration rules may vary for different contracts.

Adding Expiration Rule

  1. Open QuoteManager window
  2. On the Tools menu, click Expiration Rules, or click the Expiration Rules QM Expiration.png icon on the toolbar.
  3. Click the Add... button.
  4. Enter the Expiration Rule name in the Name field;
  5. Select the number and type of the days that the contracts come into effect;
  6. Select the rule that will set the benchmark date for the contract expiry;
  7. Click the OK" button to save the changes.

Editing Expiration Rule

  1. Open QuoteManager window
  2. On the Tools menu, click Expiration Rules, or click the Expiration Rules QM Expiration.png icon on the toolbar.
  3. Select the Expiration Rule you want to edit.
  4. Click the Edit... button.
  5. Change the number and type of the days that the contracts come into effect;
  6. Change the rule that will set the benchmark date for the contract expiry;
  7. Click the OK" button to save the changes.

Removing Expiration Rule

  1. Open QuoteManager window
  2. On the Tools menu, click Expiration Rules, or click the Expiration Rules QM Expiration.png icon on the toolbar.
  3. Select the Expiration Rule you want to delete.
  4. Click the Delete button.


Note: Expiration Rule is IMPORTANT for custom futures contracts construction.