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.

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 ==Get Started==
-Sign up for regular [https://www.multicharts.com/get-started/ '''MultiCharts'''] or for [https://www.multicharts.com/net/get-started/ '''MultiCharts.NET'''] to receive the download links for the latest release version and test all the available tools and get your own experience.<br>
+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.
-If you did not get download links after signing up, the following may have occurred:<br>
+# [[How_to_Install_or_Update_MultiCharts|Install]] and open MultiCharts.
-a) You signed up with the same email address before.<br>
+# Sign in using the account information you received via email.
-b) The email was either blocked by your domain, firewall, etc., or went into your Spam Box.<br>
+# Select our [[How_to_Use_Simulated_Trading|free simulator]] and start improving your trading techniques.
-In this case, all you need to do is write an email to [https://www.multicharts.com/support/ our support] and request direct download links. You will receive a reply within 24 hours during the working hours.
 <br>
-#Please make sure that your anti-virus does not block the download or installation process. And once you have downloaded the installation file, it should be installed on your computer.
+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.
-#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.
-[[File: Get_MultiCharts_Free_Trial.png|none]]
-<br>
-<div style="background-color: #E3FBE5;">'''Note''': If ''Get Free Trial'' option is not available at Purchase MultiCharts web page, please [https://www.multicharts.com/support/ contact our support team] for assistance.</div>
-After signing up for the trial, 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.]
 ==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===
-===Data Feed Configuration===
+Set up your data source in [[QuoteManager|QuoteManager]] → Tools → Data Sources.
-MultiCharts comes with Free Quotes (Yahoo end-of-day data), Bitfinex, Bittrex, and Poloniex (cryptocurrency feeds).
-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]. Each data feed supports certain [https://www.multicharts.com/trading-software/index.php/Supported_security_types security types]
-<br>
-Set up your data feed in [[QuoteManager|QuoteManager]] > Tools > Data Sources.
 [[File: DataSources.png|none]]
 <br>
-See how to configure the supported data sources [https://www.multicharts.com/trading-software/index.php/Category:Built-in_Data_Sources here].
+<div class="tip-no-title">See the [[Built-in Data Sources]] page for detailed connection guides.</div>
-<div style="background-color: #E3FBE5;">'''Note''': 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).</div>
-===Broker Profile configuration===
+===Broker Profile Connection===
-Most of the supported data vendors also provide brokerage services.
-<br>
+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.
-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.
 [[File: BrokerProfiles.png|none]]
-The instructions on connecting different broker profiles can be found [https://www.multicharts.com/trading-software/index.php/Category:Broker_Profiles here].
-==Add the Symbols to Quote Manager==
+<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>
-To create a new chart, you need to add the required symbol from the data source (available for most supported data feeds).
+==Add Symbols to QuoteManager==
+To create a new chart, you need to add the required symbol first.
 <br>
-Add the symbols from your data feed in Quote Manager > Instrument > Add Symbol > From Data Source.
+Add symbols from your data source in QuoteManager → Instrument → Add Symbol → From Data Source.
 <br>
 [[File: AddSymbol.png|none]]
-More detailed instructions on operating your symbol list can be found [https://www.multicharts.com/trading-software/index.php/Operating_Symbol_List here].
-<div style="background-color: #E3FBE5;">'''Note''': 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>
+<div class="tip-no-title">See [[Operating Symbol List]] for more info.</div>
-==Create the Charts==
-When all 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.
+<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>— or [https://www.multicharts.com/trading-software/index.php/Category:AutoTrading Auto trading].
+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>
-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 see [https://www.multicharts.com/trading-software/index.php/Category:FAQ MultiCharts '''FAQ'''].
+<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]]