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Import Symbol List: Difference between revisions

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Import Symbol List tool allows importing text files that contain a list of symbols and their parameters, instead of manually adding symbols one by one.
This tool allows importing text files that contain a list of symbols and their parameters, instead of manually adding symbols one by one.


== Preparing the Text File ==  
== Preparing a Text File ==  


The text file must contain a '''Symbol Name''' column and may also contain '''Symbol Root, Description, Exchange,''' and '''Category'''.<br>
Your text file must contain a '''Symbol Name''' column and may also contain '''Symbol Root''' (necessary if it doesn't match Symbol Name), '''Description''', '''Exchange''',''' and '''Category'''.<br>
Symbol Root should be added if it doesn't match Symbol Name. <br>
Each field should be separated by a delimiter.  The delimiter can be a comma, semi-colon, space, tab, or other character. 


<br>
Each field should be separated by a delimiter: comma, semi-colon, space, tab, or other character. 
Here's an example:
 
<br>
<div class="example">
{|
{|
Symbol Name, Description, Exchange, Category
'''Symbol Name, Description, Exchange, Category'''
<br>'''XYZ, XYZ Corporation, NYSE, Stocks'''
<br>'''XYZ, XYZ Corporation, NYSE, Stocks'''
<br>'''ABC, ABC Company, NASDAQ, Stocks'''
<br>'''ABC, ABC Company, NASDAQ, Stocks'''
<br>'''ESU9, S&P E-mini, GLOBEX, Futures'''
<br>'''ESU9, S&P E-mini, GLOBEX, Futures'''
|}
|}
<br>
</div>
The column order does not matter. However, each column must contain the same type of data.  
The column order does not matter. However, each column must contain the same type of data.<br>
In the example above, the second field of every row must be the “Description”.  The third field of every row must be the "Exchange".
In the example above, the second field of every row must be “Description”.  The third field of every row must be "Exchange".


<div style="background-color: #adffd8;"> '''Note:''' Symbol Description cannot be longer than 63 characters.</div>
<div class="note">Symbol Description cannot be longer than 63 characters.</div>


== Importing a Symbol List ==  
== Importing a Symbol List ==  
<br>
 
To import a list of symbols, in '''[[QuoteManager]]''' go to '''File''' -> '''Import Symbol List'''.  The Import Symbols Wizard window will appear.
To import a list of symbols, in [[QuoteManager]] click the '''Import Symbol List''' button <img src="https://www.multicharts.com/trading-software/images/3/31/Import_Symbol_List.png" width="24"> or go to '''File → Import Symbol List''':
# Use the '''Browse''' button to find and open the text file.  
# Use the '''Browse''' button to find the file on you machine and open the text file.  
# Enter the '''Start Import at Row''' number.<br>For example, if the first row in the text file contains column names instead of symbol parameters, start the import at row 2.
# Enter the '''Start Import at Row''' number.<br>For example, if the first row in the text file contains column names instead of symbol parameters, start the import at row 2.
# In '''Set Data Delimiters''', select delimiters used in the text file.<br> Check the '''Treat Consecutive Delimiters as One''' box to consider consecutive delimiters the same as one delimiter.  If this box is checked, consecutive delimiters will not be considered as an empty field.<br>Select the '''Text Qualifier'''<br>For example, the text field is in double quotes (e.g., “MSFT”).  If the double quote text qualifier is selected, MultiCharts will recognize that the user wishes to import MSFT without the quotes.
# Set delimiters and qualifiers
#* In '''Set Data Delimiters''', select delimiters used in the text file.
#* Check the '''Treat Consecutive Delimiters as One''' box to consider consecutive delimiters the same as one delimiter.  If this box is checked, consecutive delimiters will not be considered as an empty field.
#* Select the '''Text Qualifier'''<br>For example, the text field is in double quotes (e.g., “MSFT”).  If the double quote text qualifier is selected, MultiCharts will recognize that the user wishes to import MSFT without the quotes.
# Use the drop down lists to assign the column names to the columns in the text file. If a column is missing in the file, set it to '''None'''.  
# Use the drop down lists to assign the column names to the columns in the text file. If a column is missing in the file, set it to '''None'''.  
# '''Select Missing Parameters.'''<br>In the '''Select Data Source''' drop down list, select the data source for the symbols.<br>If the '''Exchange''' and '''Category''' columns were not previously assigned to a column in the text file, then use the '''Exchange''' and '''Category''' drop-down lists to specify the information.
# '''Select Missing Parameters.'''
Click '''Finish''' to import symbols into QuoteManager.
#* In the '''Select Data Source''' drop down list, select the data source for the symbols.
#*If the '''Exchange''' and '''Category''' columns were not previously assigned to a column in the text file, then use the '''Exchange''' and '''Category''' drop-down lists to specify the information.
# Click '''Finish''' to import symbols into QuoteManager.


<br>
[[Category:Managing Data]]
[[Category:Managing Data]]
[[Category:QuoteManager]]
[[Category:QuoteManager]]

Latest revision as of 14:58, 6 June 2024

This tool allows importing text files that contain a list of symbols and their parameters, instead of manually adding symbols one by one.

Preparing a Text File

Your text file must contain a Symbol Name column and may also contain Symbol Root (necessary if it doesn't match Symbol Name), Description, Exchange, and Category.

Each field should be separated by a delimiter: comma, semi-colon, space, tab, or other character.

Symbol Name, Description, Exchange, Category
XYZ, XYZ Corporation, NYSE, Stocks
ABC, ABC Company, NASDAQ, Stocks
ESU9, S&P E-mini, GLOBEX, Futures

The column order does not matter. However, each column must contain the same type of data.
In the example above, the second field of every row must be “Description”. The third field of every row must be "Exchange".

Symbol Description cannot be longer than 63 characters.

Importing a Symbol List

To import a list of symbols, in QuoteManager click the Import Symbol List button or go to File → Import Symbol List:

  1. Use the Browse button to find the file on you machine and open the text file.
  2. Enter the Start Import at Row number.
    For example, if the first row in the text file contains column names instead of symbol parameters, start the import at row 2.
  3. Set delimiters and qualifiers
    • In Set Data Delimiters, select delimiters used in the text file.
    • Check the Treat Consecutive Delimiters as One box to consider consecutive delimiters the same as one delimiter. If this box is checked, consecutive delimiters will not be considered as an empty field.
    • Select the Text Qualifier
      For example, the text field is in double quotes (e.g., “MSFT”). If the double quote text qualifier is selected, MultiCharts will recognize that the user wishes to import MSFT without the quotes.
  4. Use the drop down lists to assign the column names to the columns in the text file. If a column is missing in the file, set it to None.
  5. Select Missing Parameters.
    • In the Select Data Source drop down list, select the data source for the symbols.
    • If the Exchange and Category columns were not previously assigned to a column in the text file, then use the Exchange and Category drop-down lists to specify the information.
  6. Click Finish to import symbols into QuoteManager.
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