Creating Charts: Difference between revisions
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A Chart is created for a financial instrument, designated by a '''Symbol''', such as "GOOG". | A Chart is created for a financial instrument, designated by a '''Symbol''', such as "GOOG". | ||
A new chart can be created by entering the symbol parameters into the Command Line toolbar, or by using the '''Format Instruments''' window. | == Creating Chart Using Format Instruments Window == | ||
To create a new chart: | |||
# Open the '''Format Instruments''' window.<br><span>{{FormatSymbol}}</span> | |||
# Select the '''Instrument''' tab. | |||
# Select a data feed from the '''Data Source''' drop-down list box. | |||
# Select a symbol from the list of available symbols in '''All Symbols''' tab, or use the category tabs to list only a particular category of symbols; the list can be sorted by any column, in ascending or descending order, by clicking on the column header. <br>If you can't find a symbol, see [[Operating Symbol List#Adding Symbols to Symbol List|Adding Symbols to Symbol List]] | |||
# Double-click the symbol, or click '''OK''', to create a chart with the default settings. | |||
=== Merging Data Sources into a Single Chart === | |||
In some instances real-time data and historical data must be obtained from two separate data sources. A real-time data source and a historical data source can be merged into a single chart. | |||
To create a new chart: | |||
# Make sure that Merging is enabled in '''[[Preferences#Charting|Preferences]]''' window. | |||
# Open the '''Format Instruments''' window.<br><span>{{FormatSymbol}}</span> | |||
# Select the '''Instrument''' tab. | |||
# Check '''Merge Data Sources into a Single Chart''' check box. | |||
# From the '''For''' drop-down list box, select '''History'''. | |||
# Select a data feed for the historical data from the '''Data Source''' drop-down list box. | |||
# Select a symbol from the list of available symbols in '''All Symbols''' tab, or use the category tabs to list only a particular category of symbols; the list can be sorted by any column, in ascending or descending order, by clicking on the column header. <br>If you can't find a symbol, see [[Operating Symbol List#Adding Symbols to Symbol List|Adding Symbols to Symbol List]] | |||
# From the '''For''' drop-down list box, select '''RealTime'''. | |||
# Select a data feed for the real-time data from the '''Data Source''' drop-down list box. | |||
# Select a symbol from the list of available symbols in '''All Symbols''' tab, or use the category tabs to list only a particular category of symbols; the list can be sorted by any column, in ascending or descending order, by clicking on the column header. <br>If you can't find a symbol, see [[Operating Symbol List#Adding Symbols to Symbol List|Adding Symbols to Symbol List]] | |||
# Double-click the symbol, or click '''OK''', to create a chart with default settings. | |||
<br><div style="background-color: #E5F6FF;">'''Note:''' If you have '''Enable data source merging option''' disabled in '''[[Preferences#Charting|Preferences]]''' window it is possible to spot charts that have merged historical and real-time data sources.<br> '''Merging of different data sources is on''' indication can be seen in Format Instrument window.</div> | |||
<br> | |||
<div style="background-color: #E5F6FF;">To learn more about changing the symbol settings read the following: | |||
<br>[[Changing_Symbols|Changing Symbols]] | |||
<br>[[Chart_Resolution|Chart Resolution]] | |||
<br>[[Quote_Field|Quote Field]] | |||
<br>[[Sessions|Sessions]] | |||
<br>[[Data_Range|Data Range]] | |||
<br>[[Time_Zone|Time Zone]] | |||
<br>[[Data_Numbers|Data Numbers]] | |||
<br>[[Using_SubCharts|Using SubCharts]] | |||
<br>[[Chart_Style|Chart Style]] | |||
<br>[[Chart_Scaling|Chart Scaling]] | |||
</div> | |||
== Understanding Multi-Symbol Charts == | |||
It is possible to add several symbols' data series to the same Chart Window. Each data series in a multi-symbol chart has a unique Data Number. The Data Number is assigned according to the order in which the data series was added to the Chart Window. | |||
<div style="background-color: #F8F6CD;">'''Important''': Any data series can be deleted from the Chart Window, except for the data series that was added first ([[Data_Numbers|Data #1]]).</div> | |||
<br> | |||
=== Inserting Additional Symbols into a Chart Window === | |||
To insert an additional symbols’ data series into a Chart Window, click the '''Insert Instrument''' [[File:Create New Chart Window (125).png]] icon on the main toolbar. | |||
Additional data series can also be inserted by one of the following methods: | |||
# Use the '''F5''' key; or: | |||
# Select '''Insert''' in the main menu and click '''Instrument'''; or: | |||
# Right-click on the chart area and then click '''Insert Instrument'''; or: | |||
# If the Chart Window already contains more then one data series, right-click on the chart area, then click '''Format Instruments''', and click the '''Add''' button. | |||
<br> | |||
=== Deleting Symbols from a Multi-Symbol Chart === | |||
Any of the symbols (data series) can be deleted from a multi-symbol Chart Window, except for the first symbol that was added (the symbol with the Data # = 1). | |||
To delete a symbol (data series), right-click on the chart area and then click '''Format Instruments'''; in the '''Format Objects''' window that appears, select the data series that is to be deleted and click the '''Remove''' button. | |||
Data series can also be deleted by one of the following methods: | |||
* Position the mouse pointer over the data series that is to be deleted; once the '''Pointer''' [[File:Pointer.png]] changes into a '''Hand''' [[File:Hand.png]], right-click and then click '''Remove Series'''; or: | |||
* Position the mouse pointer over the data series that is to be deleted; once the '''Pointer''' [[File:Pointer.png]] changes into a '''Hand''' [[File:Hand.png]], click on the data series and then press the '''Delete''' key on the keyboard. | |||
<br> | |||
=== Selecting the Active Symbol (Data Series) in a Multi-Symbol Chart === | |||
In a multi-symbol Chart Window only one of the data series at a time is active. The active data series is the data series to which any changes will be applied. Any one of the data series in a multi-symbol chart can be selected as active at any time. | |||
Before making changes to a particular symbol's chart within a multi-symbol Chart Window you should first make sure that it is the active symbol (data series). | |||
The first symbol (data series) added to a multi-symbol Chart Window is the active symbol by default. | |||
To select a symbol (data series) as active simply click on the data series. | |||
<br> | |||
== Understanding Data Server Mode == | |||
Data server mode selection provides flexibility for working with data feeds. This feature makes it possible to overcome limitations of some of the data feeds. If a data feed is available only on weekdays, the locally stored data can be used on weekends. If a data feed makes gap filling impractical by forcing a lengthy download of 24 hours of data for any intraday query, the gap filling feature can be disabled. | |||
Two Data server modes are available: | |||
'''Online''' – The locally stored data is used to for a historical chart. A check for gaps is not performed. Once the historical chart is completed, the real-time data will be received from a real-time data feed. Check '''Download missing historical data''' check box to perform a check for gaps and to fill any gaps found by connecting to a historical data feed. | |||
'''Offline''' – Only the locally stored data is used. No connections to data feeds are made. | |||
<br> | |||
=== Setting Data Server Mode === | |||
To change the Data server mode close all the Workspaces containing windows, or close all the windows in open Workspaces. Once a new Data server mode has been set, all Chart Windows will function according to the new mode, even if they were originally created under another Data server mode. | |||
<br> | |||
<div style="background-color: #E3FBE5;">'''Note''': The Data server mode can not be changed while there are any open Chart Windows in any of the open Workspaces.</div> | |||
To set the Data server mode: | |||
# In the main menu select '''File''' and click '''Preferences'''. | |||
# Select the '''Data Server Mode''' tab. | |||
# Choose the data mode. | |||
# Check '''Show this dialog box on startup''' check box to display the '''Data Server Mode''' dialog box on startup, or uncheck the box to simply use the last selected Data mode. | |||
<br> | |||
One new chart (if there are no charts in the current workspace) can be created by entering the symbol parameters into the Command Line toolbar, or by using the '''Format Instruments''' window. | |||
If the symbol name is known, the simplest way to create a new chart is to enter the symbol name and all known symbol parameters into the command line. Any omitted symbol parameters will automatically be selected, and the symbol plotted. | If the symbol name is known, the simplest way to create a new chart is to enter the symbol name and all known symbol parameters into the command line. Any omitted symbol parameters will automatically be selected, and the symbol plotted. | ||
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A new chart can be created by entering the symbol parameters into the Command Line toolbar: | A new chart can be created by entering the symbol parameters into the Command Line toolbar: | ||
[[File: | [[File:Command.png|250px]] | ||
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MultiCharts simplifies the process of symbol selection by automatically selecting, whenever possible, any omitted symbol parameters, by analyzing the Symbol Name. | MultiCharts simplifies the process of symbol selection by automatically selecting, whenever possible, any omitted symbol parameters, by analyzing the Symbol Name. | ||
<div style="background-color: #E3FBE5;">Note: | <div style="background-color: #E3FBE5;">'''Note''': When symbol parameters are entered into the command line the first time that MultiCharts is used, the Data Source must be specified.<br>Automatic selection of omitted symbol parameters is based on both the Symbol Name and on the Data Source.<br>Once specified a single time, the Data Source will be selected automatically if DataSource parameter is not specified. | ||
</div> | </div> | ||
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If the exact symbol name is not known, but only the symbol description or the symbol root, or if plotting the symbol through the command line does not work, [[:Category:QuoteManager|QuoteManager]] can be used to search for and identify the correct symbol. | If the exact symbol name is not known, but only the symbol description or the symbol root, or if plotting the symbol through the command line does not work, [[:Category:QuoteManager|QuoteManager]] can be used to search for and identify the correct symbol. | ||
<div style="background-color: #E3FBE5;">Note: When symbol parameters are entered into the command line the first time that that MultiCharts is used, the Data Source must be specified.</div> | <div style="background-color: #E3FBE5;">'''Note''': When symbol parameters are entered into the command line the first time that that MultiCharts is used, the Data Source must be specified.</div> | ||
<br> | <br> | ||
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''DataSource: SymbolName; Exchange; Category'' | ''DataSource: SymbolName; Exchange; Category'' | ||
<div style="background-color: #E3FBE5;">Note: | <div style="background-color: #E3FBE5;">'''Note''': Data Source and Symbol Name are separated by a colon (:), while Symbol Name, Exchange Name, and Category are separated by a semicolon (;).</div> | ||
* If ''DataSource'' parameter is not specified, ''SymbolName'' parameter does not have to be preceded by a colon. | * If ''DataSource'' parameter is not specified, ''SymbolName'' parameter does not have to be preceded by a colon. | ||
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|- | |- | ||
|ASCII Mapping||ASC | |ASCII Mapping||ASC | ||
|- | |- | ||
|Barchart.com||BC | |Barchart.com||BC | ||
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|- | |- | ||
|Free Quotes||F | |Free Quotes||F | ||
|- | |||
|GAIN Capital||GC | |||
|- | |- | ||
|GlobalServer||GS | |GlobalServer||GS | ||
|- | |||
|Interactive Brokers||IB | |||
|- | |- | ||
|IQFeed||IQ | |IQFeed||IQ | ||
|- | |- | ||
|IQBank QuickTrade||IWB | |IQBank QuickTrade||IWB | ||
| Line 88: | Line 198: | ||
|Metastock||MS | |Metastock||MS | ||
|- | |- | ||
| | |OANDA||ODA | ||
|- | |- | ||
|Open E Cry||OEC | |Open E Cry||OEC | ||
| Line 104: | Line 214: | ||
|WeBank||WB | |WeBank||WB | ||
|- | |- | ||
|} | |} | ||
<br><div style="background-color: #E3FBE5;">'''Note''': DataSource parameter is not case-sensitive</div> | |||
<br>A list of available data sources and corresponding abbreviations can also be found in the '''Data Sources''' window in QuoteManager. To open the '''Data Sources''' window in QuoteManager, click the '''Data Sources''' [[File:QM_DataSources.png]] icon, or select '''Tools''' in the main menu and click '''Data Sources'''. | <br>A list of available data sources and corresponding abbreviations can also be found in the '''Data Sources''' window in QuoteManager. To open the '''Data Sources''' window in QuoteManager, click the '''Data Sources''' [[File:QM_DataSources.png]] icon, or select '''Tools''' in the main menu and click '''Data Sources'''. | ||
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* Exchange is specified by the exchange abbreviation; the list of available exchanges and corresponding abbreviations can be found in the '''Exchanges & ECNs''' window in QuoteManager. To open the '''Exchanges & ECNs''' window in QuoteManager, click the '''Exchanges & ECNs''' [[File:QM_exchangesecns.png]] icon, or select '''Tools''' in the main menu and click '''Exchanges & ECNs'''. | * Exchange is specified by the exchange abbreviation; the list of available exchanges and corresponding abbreviations can be found in the '''Exchanges & ECNs''' window in QuoteManager. To open the '''Exchanges & ECNs''' window in QuoteManager, click the '''Exchanges & ECNs''' [[File:QM_exchangesecns.png]] icon, or select '''Tools''' in the main menu and click '''Exchanges & ECNs'''. | ||
* If the specified exchange abbreviation is not in the '''Exchanges & ECNs''' list, a '''Format Instruments''' window will open. | * If the specified exchange abbreviation is not in the '''Exchanges & ECNs''' list, a '''Format Instruments''' window will open. | ||
* If ''Exchange'' parameter is not specified, a default exchange will be selected based on the data source and category (category selection takes place prior to default exchange selection) | * If ''Exchange'' parameter is not specified, a default exchange will be selected based on the data source and category (category selection takes place prior to default exchange selection). | ||
''Category'' - an optional parameter; specifies the symbol category | ''Category'' - an optional parameter; specifies the symbol category | ||
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|} | |} | ||
<br><div style="background-color: #E3FBE5;">Note: category parameter is not case-sensitive.</div> | <br><div style="background-color: #E3FBE5;">'''Note''': category parameter is not case-sensitive.</div> | ||
* If the specified ''Category'' is not a valid category abbreviation, a '''Format Instruments''' window will open. | * If the specified ''Category'' is not a valid category abbreviation, a '''Format Instruments''' window will open. | ||
* If ''Category'' is not specified, the symbol name will be analyzed in order to select the symbol category automatically.<br> | * If ''Category'' is not specified, the symbol name will be analyzed in order to select the symbol category automatically.<br> | ||
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Symbol category is Forex if any of the following are true: | Symbol category is Forex if any of the following are true: | ||
<div style="background-color: #E3FBE5;">Note: For InteractiveBroker data source, symbol category will be Cash</div> | <div style="background-color: #E3FBE5;">'''Note''': For InteractiveBroker data source, symbol category will be Cash</div> | ||
* Symbol name ends with a '''-FX''' | * Symbol name ends with a '''-FX''' | ||
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|- | |- | ||
|OEC:6AH8||OEC||6AH8||UNDEF||Futures | |OEC:6AH8||OEC||6AH8||UNDEF||Futures | ||
|- | |- | ||
|rowspan="4"|TS:ESH08||TS||ESH08||CME||Futures | |rowspan="4"|TS:ESH08||TS||ESH08||CME||Futures | ||
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<nowiki>*</nowiki> The Data Source is specified in the table's Command Line entries for illustration purposes only; once specified a single time, the Data Source will be selected automatically even if ''DataSource'' parameter is not specified. | <nowiki>*</nowiki> The Data Source is specified in the table's Command Line entries for illustration purposes only; once specified a single time, the Data Source will be selected automatically even if ''DataSource'' parameter is not specified. | ||
[[Category:Charts]] | [[Category:Charts]] | ||
