Setting Properties: Difference between revisions
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Data Source, Category, Exchange & ECN, Symbol Name and Symbol Root are the mandatory properties. | Data Source, Category, Exchange & ECN, Symbol Name and Symbol Root are the mandatory properties. | ||
In case the symbol was added [[ | In case the symbol was added [[Operating_Symbol_List#Adding Symbol from Data Vendor Supplied List|from a list supplied by data vendor]] | ||
all mandatory and most optional properties are already set according to data vendor requirements. | 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 [[Setting_Properties#Editing an existing symbol properties|already added]] to the symbol list. | It is possible to modify propeties only after the symbol is [[Setting_Properties#Editing an existing symbol properties|already added]] to the symbol list. | ||
In case the symbol was added [[ | In case the symbol was added [[Operating_Symbol_List#Adding Symbols in Manual Mode|manually]] all mandatory (except '''Symbol Root''') and some optional properties are already set. | ||
all mandatory (except '''Symbol Root''') and some optional properties are already set. | |||
It is possible to modify propeties | It is possible to modify propeties | ||
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The properties are edited in the [[Setting_Properties#Editing an existing symbol properties|'''Edit Symbol''']] window: | The properties are edited in the [[Setting_Properties#Editing an existing symbol properties|'''Edit Symbol''']] window: | ||
== Editing an | == Editing an Existing Symbol Properties == | ||
# | # In '''QuoteManager''' double-click the necessary symbol in the symbol list. | ||
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | # Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | ||
# Set necessary properties. | # Set necessary properties. | ||
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or | or | ||
# | # In '''QuoteManager''' select the necessary symbol (see [[Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section). | ||
# Click the '''Edit Symbol''' | # Click the '''Edit Symbol''' [[File:QM_Edit Symbol.png]] icon on the toolbar. | ||
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | # Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | ||
# Set necessary properties. | # Set necessary properties. | ||
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or | or | ||
# | # In '''QuoteManager''' select the necessary symbol (see [[Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section). | ||
# Under menu select '''Symbol''' and click '''Edit Symbol...'''. | # Under menu select '''Symbol''' and click '''Edit Symbol...'''. | ||
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | # Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | ||
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or | or | ||
# | # In '''QuoteManager''' right-click on necessary symbol and select '''Edit Symbol...'''. | ||
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | # Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div> | ||
# Set necessary properties. | # Set necessary properties. | ||
== Editing a | === Editing Properties of Several Symbols === | ||
It is possible to configure identical settings for several symbols. To do so: | |||
# In '''QuoteManager''' select the necessary symbols (see [[Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section). | |||
# Click '''Edit Symbol''' [[File:QM_Edit Symbol.png]] icon on the toolbar. | |||
# Select appropriate tab in the '''Edit Symbol''' window opened. | |||
# Set necessary properties. | |||
or | |||
# In '''QuoteManager''' select the necessary symbols (see [[Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section). | |||
# Under menu select '''Symbol''' and click '''Edit Symbol...'''. | |||
# Select appropriate tab in the '''Edit Symbol''' window opened. | |||
# Set necessary properties. | |||
or | |||
# In '''QuoteManager''' select the necessary symbols, right-click on them and select '''Edit Symbol...'''. | |||
# Select appropriate tab in the '''Edit Symbol''' window opened. | |||
# 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 | After filling information in the | ||
[[ | [[Operating_Symbol_List#Adding Symbols in Manual Mode|'''Add Symbol''']] | ||
window the '''Edit Symbol''' window appears automatically making possible setting properties. | window the '''Edit Symbol''' window appears automatically making possible setting properties. | ||
<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> | ||
<br> | |||
<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> | ||
<br> | |||
<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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!'''Description''' | !'''Description''' | ||
|- | |- | ||
|'''Data Source*''' | |'''Data Source*''' | ||
|Category | |Category | ||
|All | |All | ||
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|Category | |Category | ||
|All | |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 | |Symbol name is the abbreviation of the underlying asset's 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*''' | |'''Symbol Root*''' | ||
|Category | |Category | ||
|All | |All | ||
|Symbol root is | |Symbol root is the abbreviation of the underlying asset's name. The same underlying asset may have quite different symbol names for different data sources. | ||
|- | |- | ||
|'''Description''' | |'''Description''' | ||
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|'''CUSIP''' | |'''CUSIP''' | ||
|Category | |Category | ||
|Mutual Funds & Stocks | |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. | |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. | ||
|- | |- | ||
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|Category | |Category | ||
|Futures | |Futures | ||
|Amount of money exchange requires to reserve as a deposit for futures trading | |Amount of money exchange requires to reserve as a deposit for futures trading. | ||
|- | |- | ||
|'''Contract Month''' | |'''Contract Month''' | ||
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|Date future or option contract expires. | |Date future or option contract expires. | ||
|- | |- | ||
|'''Expiration Rule''' | |'''Expiration Rule''' | ||
|Category | |Category | ||
|Futures & Options | |Futures & Options | ||
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|Settings | |Settings | ||
|All | |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 | |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. | ||
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. | ||
<br>'''MinMove / PriceScale''' returns the smallest increment between trades. | <br>'''MinMove / PriceScale''' returns the smallest increment between trades. | ||
<br>'''MinMove / PriceScale * BigPointValue''' returns the | <br>'''MinMove / PriceScale * BigPointValue''' returns the currency value of the smallest change in price. | ||
<div style="background-color: #E5F6FF;">Tip: MultiCharts can display prices in both decimal and fractional format.</div> | <div style="background-color: #E5F6FF;">Tip: MultiCharts can display prices in both decimal and fractional format.</div> | ||
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|Settings | |Settings | ||
|All | |All | ||
|The maximum price movement allowed during a session ( | |The maximum price movement allowed during a session (has been removed from MultiCharts). | ||
|- | |- | ||
|'''Min. Movement''' | |'''Min. Movement''' | ||
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<br>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. | <br>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. | ||
<br>Any stock would have a MinMove of 1, which represents the minimum price move of any stock which is .01 | <br>Any stock would have a MinMove of 1, which represents the minimum price move of any stock which is .01 | ||
<br>''' | <br>'''MinMove / PriceScale''' returns the smallest increment between trades. | ||
<br>'''MinMove / PriceScale * BigPointValue''' returns the currency value of the smallest change in price. | |||
< | |||
|- | |- | ||
|'''Big Point Value''' | |'''Big Point Value''' | ||
|Settings | |Settings | ||
|All | |All | ||
|The | |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''' | |'''Session setting''' |
Latest revision as of 13:29, 16 May 2024
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.
The properties are edited in the Edit Symbol window:
Editing an Existing Symbol Properties
- In QuoteManager 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
- In QuoteManager select the necessary symbol (see 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
- In QuoteManager select the necessary symbol (see 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
- In QuoteManager 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 Properties of Several Symbols
It is possible to configure identical settings for several symbols. To do so:
- In QuoteManager select the necessary symbols (see Selecting Symbol(s) in Symbol list section).
- Click Edit Symbol icon on the toolbar.
- Select appropriate tab in the Edit Symbol window opened.
- Set necessary properties.
or
- In QuoteManager select the necessary symbols (see Selecting Symbol(s) in Symbol list section).
- Under menu select Symbol and click Edit Symbol....
- Select appropriate tab in the Edit Symbol window opened.
- Set necessary properties.
or
- In QuoteManager select the necessary symbols, right-click on them and select Edit Symbol....
- Select appropriate tab in the Edit Symbol window opened.
- 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.
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's 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 the abbreviation of the underlying asset's 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.
Tip: MultiCharts can display prices in both decimal and fractional format.
Displaying prices in decimal format
Displaying prices in fractional format
10 23.25/32 10 23.5 /32 10 23.75/32
"10th" means the decimal in the numerator can be in increments of 0.1.
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.
| |||||||||||||||||||||||||||||||||||||||
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. |