Creating Charts

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.

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Creating Chart Using Format Symbol Window

To create a new chart:

1. Open the Format Symbol window by one of the following methods:
   • Click the New Chart Window 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.
2. Select the Symbol tab.
3. Select a data feed from the Data Source drop-down list box.
4. 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.
   If you can't find a symbol, see Adding Symbols to Symbol List
5. 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:

1. Open the Format Symbol window by one of the following methods:
   • Click the New Chart Window 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.
2. Select the Symbol tab.
3. Check Merge Data Sources into a Single Chart check box.
4. From the For drop-down list box, select History.
5. Select a data feed for the historical data from the Data Source drop-down list box.
6. 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.
   If you can't find a symbol, see Adding Symbols to Symbol List
7. From the For drop-down list box, select RealTime.
8. Select a data feed for the real-time data from the Data Source drop-down list box.
9. 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.
   If you can't find a symbol, see Adding Symbols to Symbol List
10. Double-click the symbol, or click OK, to create a chart with default settings.

To learn more about changing the symbol settings read the following:

[[LINK /22-02021_FCh_SymSet_ChSymbol.html name=""; |Changing Symbols]]
[[LINK /22-02022_FCh_SymSet_DataComp.html name=""; |Chart Resolution]]
[[LINK /22-02023_FCh_SymSet_Fields.html name=""; |Quote Field]]
[[LINK /22-02024_FCh_SymSet_Sess.html name=""; |Sessions]]
[[LINK /22-02025_FCh_SymSet_Range.html name=""; |Data Range]]
[[LINK /22-02026_FCh_SymSet_Zone.html name=""; |Time Zone]]
[[LINK /22-02027_FCh_SymSet_DNum.html name=""; |Data Numbers]]
[[LINK /22-02028_FCh_SymSet_SubCh.html name=""; |Using SubCharts]]
[[LINK /22-0203_FCh_ChStyle_General.html name=""; |Chart Style]]

[[LINK /22-0204_FCh_ChScal_General.html name=""; |Chart Scaling]]

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.

Important: Any data series can be deleted from the Chart Window, except for the data series that was added first ([[LINK /22-02027_FCh_SymSet_DNum.html name=""; |Data #1]]).

Inserting Additional Symbols into a Chart Window

To insert an additional symbols’ data series into a Chart Window, click the Insert Symbol icon on the Chart Analysis toolbar.

Additional data series can also be inserted by one of the following methods:

1. Use the F5 key; or:
2. Select Insert in the main menu and click Symbol; or:
3. Right-click on the chart area and then click Insert Symbol; or:
4. If the Chart Window already contains more then one data series, right-click on the chart area, then click Format Symbols, and click the Add button.

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 Symbols; 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 changes into a Hand , right-click and then click Remove Series; or:
• Position the mouse pointer over the data series that is to be deleted; once the Pointer changes into a Hand , click on the data series and then press the Delete key on the keyboard.

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.

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 Data server modes are available:

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.
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.
Offline – Only the locally stored data is used. No connections to data feeds are made.

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.

Note: The Data server mode can not be changed while there are any open Chart Windows in any of the open Workspaces.

To set the Data server mode:

1. In the main menu select File and click Preferences.
2. Select the Data Server Mode tab.
3. Choose the data mode.
4. 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.