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Creating Charts

7,512 bytes added, 16:03, 15 March 2017
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 Symbol''' 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. <br>http://www.buyxanaxonlinepill.com/ xanax online - buy cheap xanax == Creating Chart Using Format Symbol Instruments Window ==
To create a new chart:
# Open the Format Symbol window by one of the following methods: #* Click the '''New Chart WindowFormat Instruments''' http://wwwwindow.multicharts.com<br><span>{{FormatSymbol}}</img/wiki/toolbar/05_Create_New_Chart_Window.png icon on the '''Main''' toolbar; or: #* Use the '''Insert''' key on the keyboard; or:#* In the main menu select '''File''', then point to '''New''' and click '''New Chart Window'''. span># Select the '''SymbolInstrument''' 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.
 
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=== Merging Data Sources into a Single Chart ===
To create a new chart:
# Open the Format Symbol window by one of the following methods: #* Click the Make sure that Merging is enabled in '''New Chart Window[[Preferences#Charting|Preferences]]''' http://www.multichartswindow.com/img/wiki/toolbar/05_Create_New_Chart_Window.png icon on the '''Main''' toolbar; or: #* Use Open the '''Insert''' key on the keyboard; or:#* In the main menu select '''File''', then point to '''New''' and click '''New Chart WindowFormat Instruments'''window.<br><span>{{FormatSymbol}}</span># Select the '''SymbolInstrument''' 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 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>
<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>
<div style="background-color: #E5F6FF;"><br>To learn more about changing the symbol settings read the following:
<br><br>[[<span style="color: red;">'''LINK'''</span> /22-02021_FCh_SymSet_ChSymbol.html name=""; |Changing Symbols]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-02022_FCh_SymSet_DataComp.html name=""; |Chart Resolution]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-02023_FCh_SymSet_Fields.html name=""; |Quote Field]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-02024_FCh_SymSet_Sess.html name=""; |Sessions]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-02025_FCh_SymSet_Range.html name=""; |Data Range]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-02026_FCh_SymSet_Zone.html name=""; |Time Zone]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-02027_FCh_SymSet_DNum.html name=""; |Data Numbers]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-02028_FCh_SymSet_SubCh.html name=""; |Using SubCharts]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-0203_FCh_ChStyle_General.html name=""; |Chart Style]]
<br>[[<span style="color: red;">'''LINK'''</span> /22-0204_FCh_ChScal_General.html name=""; |Chart Scaling]]</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 ([[<span style="color: red;">'''LINK'''</span> /22-02027_FCh_SymSet_DNum.html name=""; Data_Numbers|Data #1]]).</div>
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=== Inserting Additional Symbols into a Chart Window ===
To insert an additional symbols’ data series into a Chart Window, click the '''Insert SymbolInstrument''' http[[File://www.multicharts.com/img/wiki/toolbar/051_Insert_SymbolNew_Chart.png ]] icon on the '''Chart Analysis''' 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 '''Symbol'''; or:
# Right-click on the chart area and then click '''Insert SymbolInstrument'''; or:# If the Chart Window already contains more then one data series, right-click on the chart area, then click '''Format SymbolsInstruments''', and click the '''Add''' button.
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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 SymbolsInstruments'''; 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''' http[[File://www.multicharts.com/img/wiki/cursors/Pointer.gif png]] changes into a '''Hand''' http[[File://www.multicharts.com/img/wiki/cursors/Hand.gifpng]], right-click and then click '''Remove Series'''; or:* Position the mouse pointer over the data series that is to be deleted; once the '''Pointer''' http[[File://www.multicharts.com/img/wiki/cursors/Pointer.gif png]] changes into a '''Hand''' http[[File://www.multicharts.com/img/wiki/cursors/Hand.gifpng]], click on the data series and then press the '''Delete''' key on the keyboard.
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== 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.
Three 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.
'''On-Demand''' – First, the locally stored data is used for a historical chart. Then a check for the gaps is performed, and any gaps found are filled by connecting to a historical data feed. Once the historical chart is completed, the real-time data will be received from a real-time data feed. <br>'''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. <br>'''Offline''' – Only the locally stored data is used. No connections to data feeds are made.
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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.
 
<br>
== Creating Charts Using the Command Line Toolbar ==
 
A new chart can be created by entering the symbol parameters into the Command Line toolbar:
 
[[File:052_CommandLine.png]]
 
 
By default, the Command Line toolbar is displayed docked to the top of the application window. If the toolbar is not displayed, it may have been hidden. To learn how to redisplay the toolbar, see [[MultiCharts_Work_Area#Floating or Docking Toolbars|Floating or Docking Toolbars]]
 
To learn more about toolbars, see [[MultiCharts_Work_Area#Understanding Toolbars|Understanding Toolbars]]
 
Symbol parameters consist of the '''Symbol Name''', '''Data Source''', '''Category''', and '''Exchange''' parameters. Depending on the data source and the symbol category, one or more parameters are required on order to precisely identify the symbol to be plotted.
 
<br>
=== Automatic Selection of Omitted Symbol Parameters ===
 
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: <br>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>
 
Entering a symbol name alone is often sufficient to create a chart for a stock. For example, a plot for Google, Inc. can be created by simply typing '''goog''' into the command line toolbar; all the other parameters will be selected automatically. However, for some symbol categories and data sources, additional parameters may be required in order to precisely identify the symbol to be plotted.
 
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>
 
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=== Entering Symbol Parameters into a Command Line ===
 
Symbol parameters are entered in the following format:
 
''DataSource: SymbolName; Exchange; Category''
 
<div style="background-color: #E3FBE5;">Note: <br>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.
* In neither ''Exchange'' nor ''Category'' parameters are specified, ''SymbolName'' does not have to be followed by a semicolon.
* If ''Category'' parameter is not specified, ''Exchange'' parameter does not have to be followed by a semicolon.
* If ''Exchange'' parameter is not specified, and ''Category'' parameter immediately follows the ''SymbolName'' parameter, two semicolons must separate ''SymbolName'' and ''Category'' parameters (''SymbolName;; Category'').
 
''DataSource'' - an optional parameter; specifies the data source
* ''DataSource'' - is specified by the DataSource abbreviation:
 
{| class="wikitable"
|'''Data Source Name'''||'''Abbreviation'''
|-
|ASCII Mapping||ASC
|-
|AvaTrade||AVA
|-
|Barchart.com||BC
|-
|Bloomberg||BL
|-
|CQG||CQG
|-
|CSI||CSI
|-
|Dukascopy||DUK
|-
|eSignal||ES
|-
|Free Quotes||F
|-
|GAIN Capital||GC
|-
|GlobalServer||GS
|-
|Interactive Brokers||IB
|-
|IQFeed||IQ
|-
|IQBank QuickTrade||IWB
|-
|LMAX||LM
|-
|MB Trading||MB
|-
|MCFX||FX
|-
|Metastock||MS
|-
|OANDA||ODA
|-
|Open E Cry||OEC
|-
|Patsystems||PS
|-
|Rithmic 01||RT
|-
|TradeStation||TS
|-
|Trading Technologies||TT
|-
|Universal DDE||DDE
|-
|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'''.
* If ''DataSource'' is not specified, the most recently used Data Source will be used.
* If ''DataSource'' is not specified and cannot be selected automatically, a '''Format Instruments''' window will open.
 
''SymbolName'' - a required parameter; specifies the symbol name
 
* SymbolName parameter is not case-sensitive.
* The maximum symbol name length is 31 characters; longer symbol names will be truncated to 31 characters.
* Symbol name can contain any number of spaces and characters, separated by spaces.
* Spaces at the beginning and at the end of a symbol name are discarded.
 
''Exchange'' - an optional parameter; specifies the exchange abbreviation
 
* 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 ''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 is specified by the category name abbreviation:<br>
 
{| class="wikitable"
|'''Category'''||'''Abbreviation'''
|-
|Stock||Stk
|-
|Index||Idx
|-
|Future||Fut
|-
|Stock Option||Opt
|-
|Forex||Fx
|-
|Bond||B
|-
|Cash||C
|-
|Spread||Spd
|}
 
<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 ''Category'' is not specified, the symbol name will be analyzed in order to select the symbol category automatically.<br>
 
<br>
==== Automatic Symbol Category Selection ====
 
Symbol category is automatically selected by evaluating the symbol name according to the following rules, in the order that they are listed; once a symbol name satisfies any one rule, a category is assigned and MultiCharts proceeds to exchange selection.
 
Symbol category is Future if any of the following are true:
 
* Symbol name ends with a number
* Symbol name ends with a '''#F''', preceded by a space
* Symbol name begins with an '''@'''
* Symbol name begins with a '''c#''' (except TradeStation(R) symbols)
 
Symbol category is Index if any of the following are true:
 
* Symbol name begins with a '''$'''
* Symbol name ends with a '''.X'''
 
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>
 
* Symbol name ends with a '''-FX'''
* Symbol name contains any two different sets of the following combinations of letters: <br>EUR, USD, GBP, AUD, CAD, CHF, JPY, HKD, KRW, SEK, MXN, NOK, PLZ, CZK, ILS, HUF, MXP, NZD, PLN, RUR, BRE, USS, SKK, TWD, SIT, SGD, RUB, SON, MTL, LVL, LTL, SEK, HRK, EEK, DKK, CYP
 
if the ''Category'' cannot be selected automatically, category Stock will be selected; category selection takes place prior to default exchange selection.
 
<br>
'''Sample Entries and Corresponding Parameters'''
 
<br>
{| class="wikitable"
|'''Command Line Entry'''||'''Data Source*'''||'''Symbol'''||'''Exchange'''||'''Category'''
|-
|rowspan="4"|ES:O #F||eSignal||O #F||UNDEF||Futures
|-
|ES:ES H8||ES H8||UNDEF||Futures
|-
|ES:$INDU||$INDU||UNDEF||Indexes
|-
|ES:EURGBP A0-FX||EURGBP A0-FX||UNDEF||Forex
|-
|rowspan="3"|IQ:@ES#||IQfeed||@ES#||UNDEF||Futures
|-
|IQ:NUH8||NUH8||UNDEF||Futures
|-
|IQ:ADR.X||ADR.X||UNDEF||Indexes
|-
|rowspan="3"|IB:ESH8||IB||ESH8||GLOBEX||Futures
|-
|IB:MSFT||MSFT||SMART||Stock
|-
|IB:EUR.USD||EUR.USD||IDEALPRO||Cash
|-
|OEC:6AH8||OEC||6AH8||UNDEF||Futures
|-
|rowspan="4"|TS:ESH08||TS||ESH08||CME||Futures
|-
|TS:AUDCAD||AUDCAD||FOREX||Forex
|-
|TS:$TSTOP||$TSTOP||NASDAQ||Indexes
|-
|TS:@ES||@ES||CME||Futures
|}
 
<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]]

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