Setting Properties

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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 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 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.

Important: This information can be obtained from the exchanges where the symbol is listed or from a brokerage firm.

The properties are edited in the Edit Symbol window:

Editing an Existing Symbol Properties

  1. In QuoteManager double-click the necessary symbol in the symbol list.
  2. Select appropriate tab in the Edit Symbol window opened.
    Note: First tab name dynamically changes according to the symbol category set.
  3. Set necessary properties.

or

  1. In QuoteManager select the necessary symbol (see Selecting Symbol(s) in Symbol list section).
  2. Click the Edit Symbol QM Edit Symbol.png icon on the toolbar.
  3. Select appropriate tab in the Edit Symbol window opened.
    Note: First tab name dynamically changes according to the symbol category set.
  4. Set necessary properties.

or

  1. In QuoteManager select the necessary symbol (see Selecting Symbol(s) in Symbol list section).
  2. Under menu select Symbol and click Edit Symbol....
  3. Select appropriate tab in the Edit Symbol window opened.
    Note: First tab name dynamically changes according to the symbol category set.
  4. Set necessary properties.

or

  1. In QuoteManager right-click on necessary symbol and select Edit Symbol....
  2. Select appropriate tab in the Edit Symbol window opened.
    Note: First tab name dynamically changes according to the symbol category set.
  3. Set necessary properties.

Editing Properties of Several Symbols

It is possible to configure identical settings for several symbols. To do so:

  1. In QuoteManager select the necessary symbols (see Selecting Symbol(s) in Symbol list section).
  2. Click Edit Symbol QM Edit Symbol.png icon on the toolbar.
  3. Select appropriate tab in the Edit Symbol window opened.
  4. Set necessary properties.

or

  1. In QuoteManager select the necessary symbols (see Selecting Symbol(s) in Symbol list section).
  2. Under menu select Symbol and click Edit Symbol....
  3. Select appropriate tab in the Edit Symbol window opened.
  4. Set necessary properties.

or

  1. In QuoteManager select the necessary symbols, right-click on them and select Edit Symbol....
  2. Select appropriate tab in the Edit Symbol window opened.
  3. Set necessary properties.

Multiple Symbols Editing window the following settings can be configured:

  • In Settings tab symbol settings can be configured. Exchange & ECN's or custom settings can be selected.
  • In Sessions tab sessions of the symbols can be set.
  • In Common Information tab data source and symbols root for the selected instruments can be selected and specified.

Editing a New Symbol Properties

After filling information in the Add Symbol window the Edit Symbol window appears automatically making possible setting properties.

Important: The Category property can not be changed for a symbol.


Important: It is required to set the Symbol Root property.


Tip: Symbol Root for stocks is the same as the Symbol Root property.
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 data 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 data 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.
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. E.g. 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 currency value of the smallest change in price.

Tip: MultiCharts can display prices in both decimal and fractional format.


Displaying prices in decimal format

  1. Double click on the symbol in QuoteManager. The Edit Symbol window will appear.
  2. Select the Settings tab.
  3. 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

  1. Double click on the symbol in QuoteManager. The Edit Symbol window will appear.
  2. Select the Settings tab.
  3. 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.

Note: If the price scale of the symbol is already in decimal format and it is changed to fractional format, the chart must be reloaded for the fractional format to appear.

Daily Limit Settings All The maximum price movement allowed during a session (has been removed from 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. <bt>MinMove / PriceScale * BigPointValue returns the currency value of the smallest change in price.

Big Point Value Settings All The currency 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 currency, 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 of the selected currency. The Big Point Value for a stock such as JDSU is 1, where 1 point of movement represents 1 of the selected currency.
Session setting Sessions All Learn more about Custom Session Templates.