Quick Guide to Get Started: Difference between revisions

Latest revision as of 12:15, 11 June 2024

Get Started

Sign up at the Get Started page to download MultiCharts and get a free account that allows you to use the trading simulator and get a platform overview.

Install and open MultiCharts.
Sign in using the account information you received via email.
Select our free simulator and start improving your trading techniques.

If you’d like to test out other tools and features, sign up for a trial period by clicking the Get Free Trial button at the Purchase page.

Set up Data Feed and Broker Profile

It is necessary to set up a data feed to have charts, and a broker profile should be configured for trading.
For simulated trading you can use the built-in Market Data Sim data source.

Data Source Connection

Set up your data source in QuoteManager → Tools → Data Sources.

See the Built-in Data Sources page for detailed connection guides.

Broker Profile Connection

To add a new broker profile, in MultiCharts main menu go to File → Broker Profiles → Manage Broker Profiles.
In the Broker Profiles window click New and select your broker.

See the Broker Profiles page for detailed connection guides.

Add Symbols to QuoteManager

To create a new chart, you need to add the required symbol first.
Add symbols from your data source in QuoteManager → Instrument → Add Symbol → From Data Source.

See Operating Symbol List for more info.

If you are not sure, what the ticker for the required symbol is, our Symbol Guide might be helpful. In case the symbol cannot be found in that table, you will need to contact your data vendor and request the list of provided instruments.

Create Charts

When the required instruments are added, you can create charts via MultiCharts main menu → File → New → Chart Window.

Your MultiCharts is now set up to start:
— Backtesting,
— Optimizing,
— Manual trading,
— Auto trading.

See MultiCharts FAQ for more info and tips.

@@ Line 1: / Line 1: @@
-# Sign up for Free 30 days trial for regular [https://www.multicharts.com/free-trial/ '''MultiCharts'''] or for [https://www.multicharts.com/net/free-trial/ '''MultiCharts.NET''']. <br>The platform is fully functional within the trial period, so you will be able to test all the available tools and  get your own experience.<br>If you did not get download links after signing up, it might happen if:<br>a) You signed up for Free Trial with the same email address before.<br>b) The email was either blocked by your domain, firewall, etc., or got into your Spam Box.<br>In this case, all you need is write us an email to [mailto:support@multicharts.com our support address] and request direct download links. You will receive a reply within 24 hours during the working hours.
+==Get Started==
-# Please make sure that your anti-virus does not block the download or installation process. And once you downloaded the installation file, it should be installed on your computer.
+Sign up at the '''[https://www.multicharts.com/get-started/ Get Started]''' page to download MultiCharts and get a free account that allows you to use the trading simulator and get a platform overview.
-# Start MultiCharts and click ''Sign up''. At the Purchase MultiCharts web page select the desired product, click ''Get Free Trial'' and fill in the required details. You will receive an email with your MultiCharts account information. More info about the free trial can be found [https://www.multicharts.com/trading-software/index.php/Purchasing_MultiCharts_License here].
+# [[How_to_Install_or_Update_MultiCharts|Install]] and open MultiCharts.
-# It is necessary to set up data feed to have charts, broker profile should be configured for trading.<br>a) MultiCharts comes with Free Quotes (Yahoo end-of-day data), Bitfinex, Bittrex and Poloniex (cryptocurrency feeds).<br>'''In order to get real-time and historical data for the other security types, you will need to get an account provided by any of the supported''' [https://www.multicharts.com/features/data-feeds/ '''data sources'''].<br>Each data feed supports certain [https://www.multicharts.com/trading-software/index.php/Supported_security_types security types].<br>Click here to find instructions [http://www.multicharts.com/trading-software/index.php/How_to_Connect_to_a_Data_Feed_or_a_Broker  how to connect a data feed or a broker].<br>Once you set up the data feed, it is recommended to restart MultiCharts with all its applications (to do it properly, close MultiCharts, then make sure that no [http://www.multicharts.com/trading-software/index.php/MultiCharts_Processes  processes] with MultiCharts description remained in Task Manager, Processes or Details tab, and run MultiCharts again).<br>b) '''For trading, you will also need to have a broker profile set up and connected'''. Most of the supported data vendors also provide brokerage services. <br> Here you can find the instructions on connecting different [https://www.multicharts.com/trading-software/index.php/Category:Broker_Profiles broker profiles].
+# Sign in using the account information you received via email.
-# To create a new chart, you need to [http://www.multicharts.com/trading-software/index.php/Operating_Symbol_List add the required symbol from the data source] (available for most supported data feeds). <br> If you are not sure, what the ticker for the required symbol is, our [http://www.multicharts.com/trading-software/index.php/Symbol_Guide Symbol Guide] might be helpful. In case the symbol cannot be found in that table, you will need to contact your data vendor and request the list of provided instruments. <br> Click here to see more information about [http://www.multicharts.com/trading-software/index.php/Tick,_Minute_and_Daily_Data data types] available in MultiCharts.
+# Select our [[How_to_Use_Simulated_Trading|free simulator]] and start improving your trading techniques.
-# When all the required instruments are added, you can [http://www.multicharts.com/trading-software/index.php/Creating_Charts create charts] and start:<br>— [https://www.multicharts.com/trading-software/index.php/Category:Backtesting Backtesting],<br>— [https://www.multicharts.com/trading-software/index.php/Category:Optimization Optimizing],<br>— [https://www.multicharts.com/trading-software/index.php/Category:Manual_Trading Manual trading],<br>— or [https://www.multicharts.com/trading-software/index.php/Category:AutoTrading Auto-trading].
+<br>
-# The most common data issues and recommendations how to troubleshoot them can be found in the [http://www.multicharts.com/trading-software/index.php/Problems_with_Data_in_MultiCharts Problems with Data in MultiCharts] article. <br>Click here to be redirected to [https://www.multicharts.com/trading-software/index.php/Category:FAQ MultiCharts '''FAQ'''].
+If you’d like to test out other tools and features, sign up for a trial period by clicking the Get Free Trial button at the '''[https://www.multicharts.com/purchase/ Purchase]''' page.
+==Set up Data Feed and Broker Profile==
+It is necessary to set up a data feed to have charts, and a broker profile should be configured for trading.
+<br>
+For simulated trading you can use the built-in [[Market Data Sim]] data source.
+===Data Source Connection===
+Set up your data source in [[QuoteManager|QuoteManager]] → Tools → Data Sources.
+[[File: DataSources.png|none]]
+<br>
+<div class="tip-no-title">See the [[Built-in Data Sources]] page for detailed connection guides.</div>
+===Broker Profile Connection===
+To add a new broker profile, in MultiCharts main menu go to File → Broker Profiles → Manage Broker Profiles.<br>In the Broker Profiles window click '''New''' and select your broker.
+[[File: BrokerProfiles.png|none]]
+<div class="tip-no-title">See the [https://www.multicharts.com/trading-software/index.php/Category:Broker_Profiles Broker Profiles] page for detailed connection guides.</div>
+==Add Symbols to QuoteManager==
+To create a new chart, you need to add the required symbol first.
+<br>
+Add symbols from your data source in QuoteManager → Instrument → Add Symbol → From Data Source.
+<br>
+[[File: AddSymbol.png|none]]
+<div class="tip-no-title">See [[Operating Symbol List]] for more info.</div>
+<div class="tip">If you are not sure, what the ticker for the required symbol is, our [http://www.multicharts.com/trading-software/index.php/Symbol_Guide Symbol Guide] might be helpful. In case the symbol cannot be found in that table, you will need to contact your data vendor and request the list of provided instruments. </div>
+==Create Charts==
+When the required instruments are added, you can [http://www.multicharts.com/trading-software/index.php/Creating_Charts create charts] via MultiCharts main menu → File → New → Chart Window.
+[[File: NewChart.png|none]]
+<br>
+Your MultiCharts is now set up to start:<br>— [https://www.multicharts.com/trading-software/index.php/Category:Backtesting Backtesting],<br>— [https://www.multicharts.com/trading-software/index.php/Category:Optimization Optimizing],<br>— [https://www.multicharts.com/trading-software/index.php/Category:Manual_Trading Manual trading],<br>— [https://www.multicharts.com/trading-software/index.php/Category:AutoTrading Auto trading].
+<br>
+<br>
+<div class="tip-no-title">See [https://www.multicharts.com/trading-software/index.php/Category:FAQ MultiCharts '''FAQ'''] for more info and tips.</div>
 [[Category:FAQ]]