Changes

==Operating Symbol List== Symbol List is a list of commonly used financial instruments. Modern-day investors need easy access to any of the trading vehicles.  <br>QM has been developed based on those needs, the basic requirements being: * The program must function with numbers of symbols in tens of thousands * Rapid data access, which means powerful search, sorting, and selection capabilities * Convenient adding and editing of data* Simple data backup and restore * Minimal setup and maintenance effort <br> === Adding Symbol(s) to Symbol List ===

# Click '''Add'''. A message that you have added it to your database should appear. :: <br><div style="background-color: #E3FBE5;">Note: If there is a message “You must create *** exchange first”, it means that a symbol that is added has an exchange that is not in the list of exchanges in QuoteManager. All that you need to do is to add the required exchange to the list with correct corresponding abbreviation (see [[Setting Exchanges & ECNs]]). </div>

=== Selecting Symbol(s) in Symbol List Insert Symbols into Portfolio Window=== Symbols can be selected by using the keyboard or a mouse.  Using the keyboard, move the selection pointer to the line containing the symbol. If the selection is not visible, press the '''Down Arrow''' button twice, the selection will be visible on the uppermost symbol; selection with the mouse is simpler and can be achieved by left-clicking the line once.  To select several sequential symbols at once keep '''Shift''' pressed and select with '''Up''' or '''Down Arrow '''buttons.  To select several sequential symbols at once with the mouse keep '''Shift''' pressed, scroll using the '''Vertical Scroll Bar''' to the required position, and click it.

To select many sequential symbols at onceDepending on the categories of instruments provided by a data vendor, select the starting symbol, keep number of '''Ctrl Category'''pressed and move the selection with tabs in the '''HomeInsert Symbols Into Portfolio''' window for each data source may vary. <br>If '''Stock'''/'''Index'''/'''Future'''/'''Bond'''/End '''or Commodity'''Page Up/Page Down '''buttonsSpread''' tab is selected, then release type the name of an instrument in the '''CtrlSymbol''', press /'''Shift Root'''field and press click the '''Lookup''' button to find desired instrument. <br> If '''Option'''Up/Down '''arrow buttons depending on the direction of selectingFund''' tab is selected, there is an extra field '''Category''' available. For options '''Stock Options''' or '''Futures Options''' can be selected. For funds '''Mutual Funds''' or '''Money Market Funds''' can be selected. <br>

To select many sequential symbols at once with the mouse keep <div style="background-color: #E3FBE5;">'''Note''': It is possible to put '''Ctrl *'''pressed in search field and click the symbols'''Lookup''' button to get all available instruments from server when you add instruments from: Dukascopy, eSignal, GlobalServer, IQFeed, IWBank QuickTrade, LMAX, MetaStock, Open E Cry (for Futures and Forex only), PFGBEST, Patsystems, Rithmic 01, TradeStation (for Forex only), Zen-Fire. </div>

<div style="background-color: #E3FBE5;">Note: To select all symbols, select '''Edit''' in the main menu and then click '''Select All''', or use the '''Ctrl+A''' keyboard shortcut.</div><br>===Interactive Brokers====

=== Deleting Symbol(s) When adding instruments from the Symbol List === To delete one or more symbols:# Open Interactive Brokers there is '''QuoteManagerCash''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]] # Select the symbols to be deleted.# Selected symbols can be deleted by one tab instead of the following methods:#* Click the '''Delete SymbolForex''' http://www.multichartsEnter the first currency of the instrument to search for all pairs starting with this currency.com/img/wiki/toolbar/QM/03_DeleteSymbol.png icon on One can also specify the toolbar #* Right-clicking on second currency of the selected symbols and then clicking '''Delete Symbol'''#* Selecting '''Symbol''' symbol in Currency field on the main menu and then clicking '''Delete Symbol'''#* Pressing tab to get the '''Delete''' key on the keyboard specific currency pair.<br>When adding futures contracts from Interactive Brokers, you can check Include Expired Contracts box to get expired individual contracts to create Custom Futures in MultiCharts (see [[Custom Futures]]).

=== Sorting the Symbol List =IWBank QuickTrade==== The list is sorted based on the contents of one of the available columns. For example, text data is sorted alphabetically, but months in calendar order.

For sorting: # On When adding Instruments from IWBank QuickTrade, you should enter the symbol name in the '''Symbol'''Viewfield, specify '''Category''' menu, click select an '''Sort ByExchange'''. # Select from the column to sort by, i.e. list and click '''SymbolSearch'''. # Select the sorting direction - There is no '''Sort AscendingAll Exchanges''' or option in the '''Sort DescendingExchange'''list for IWBank QuickTrade.

# Click the corresponding column heading When adding futures contracts from TradeStation, you can check '''Include Expired Contracts''' box to sort by that column. # The arrow on the heading indicates the sorting direction; click the column get expired individual contracts to reverse the sorting direction. # Right-click a column heading to call up a context menu with sorting options. See create Custom Futures in MultiCharts (see [[#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol ListCustom Futures]] section).<br>When adding futures contracts from TradeStation, you can check Show Electronic Contracts Only box.<br>When adding stocks/indexes/futures/options/funds from TradeStation, you can check select '''All Countries''', '''United States''' or '''Germany''' in '''Country''' field.

=== Finding Symbol(s) in Symbol List =Zen-fire/Rithmic 01== Two types of a search can be performed: an Incremental search and a Full String search.  An <i>Incremental</i> search locates a symbol as the symbol name is typed. Please note that an incremental search can be performed by the signal name only, and not by any other attributes.  To perform an <i>Incremental</i> search: # Select <i>All Symbols</i> in the left panel to search a list of all symbols, or select a particular symbol category. # Click on any symbol in the right panel. # Start typing the symbol name; as the name is being typed, the selection will move between symbols seeking for a match.  <div style="background-color: #E3FBE5;">Note: Each consecutive character in a symbol name must be typed with an interval of no more the one second; if you pause for more then one second, a new search will be started, for a symbol name beginning with the first character that was typed after a pause of more than a second.</div>To start a new search without waiting for the second to be over, simply press the ESC key.  <div style="background-color: #E5F6FF;">Example: To search for AMD, type '''a m d''' with an interval of less than a second between each character; if you pause for more than a second after typing '''a''', once you type '''m''', the first symbol, beginning with the character "m", will be located instead.</div><br>A <i>Full String</i> search can be used to find multiple symbols that satisfy the search criteria.<br>To perform a <i>Full String</i> search:<ol># Select <i>All Symbols</i> in the left panel to search a list of all symbols, or select a particular symbol category. # Select '''Edit''' in the main menu, and then click '''Find''', or use the CTRL+F keyboard shortcut; a '''Find''' dialog box will open. # In the '''Find what''' text box, enter a string to search for. # In the '''In column''' list box, select the column to search in. # Click '''Find Next''' to begin the search. # To continue the search, click '''Find Next''' again. </ol>

A previously performed search In '''Search Options''' field '''Symbol''', '''Symbol Root''' or '''Description''' can be repeated by simply pressing the F3 key, without opening selected. It is also possible to specify the '''FindExchange''' dialog box, however it is not recommended since exchange names on data source end and in MultiCharts may slightly differ.

==Troubleshooting= Customizing the Symbol List === The program supports workspace customization. The user can select the data columns and set their widths, including: Symbol, Description, Exchange Listed, Data Source, Contract Month, Price Scale, CUSIP, Root, Margin, Contract Year, Expiation Date, Expiration Rule, Expiration Status, Daily Limit, Min. Movement, Big Point Value, Strike Price, and Option Type.

To customize the Symbol List: # On Establishing connection and processing data requests can be reviewed in the '''View Event Log''' window of '''QuoteManager''' when a chart is plotted or data is requested from '''QuoteManager'''menu, click or '''ColumnsPortfolio Backtester'''. # Select <br>'''Event Log''' is located at the checkboxes, corresponding to the columns to be displayedbottom of '''QuoteManager''' by default. # Use the One can show/hide it by clicking '''View''' in '''Move Up QuoteManager'''main window and the selecting '''Move Down Event Log'''buttons to change the order in which the columns are displayed. # Enter <br>If you experience any issues with incoming data, the desired width, in pixels, in first step is to the check '''The selected column should be N pixels Event Log'''boxmessages.