665
edits
Changes
Jump to navigation
Jump to search
To establish connection to a broker one should set up the corresponding broker profile in MultiCharts (see [[:Category:Broker Profiles|Broker Profiles]]).
Data feed connection settings are configured in [[:Category:QuoteManager|QuoteManager]].
<div style="background-color: #E3FBE5;">'''Note''': When MultiCharts and QuoteManager are launched simultaneously it is important to make sure that MultiCharts is in online mode:<br>In the '''Main Menu''' select '''File''', then click '''Preferences''', go to the '''Data Server Mode''' tab, and check '''Online''' check box.<br>One is not able to receive data from a data vendor if the '''Offline''' mode is selected.<br>In the Offline mode neither MultiCharts, nor QuoteManager are able to receive data from a data source.
</div>
==Operating Data Sources==
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/07_DataSourcesQM_DataSources.png ]] icon on the toolbar.
# Select the data source using the keyboard or mouse and click '''Activate'''. The data source is now marked in green and the Settings, Name and Abbr parameters can now be edited.
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/07_DataSourcesQM_DataSources.png ]] icon on the toolbar.
# Select the data source using the keyboard or mouse and click '''Deactivate'''. The data source is now marked in red and the Settings, Name and Abbr parameters cannot be edited.
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/07_DataSourcesQM_DataSources.png ]] icon on the toolbar.
# Select the data source using the keyboard or mouse and click the '''Settings''' button.
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/07_DataSourcesQM_DataSources.png ]] icon on the toolbar.
# Select the data source using the keyboard or mouse and click the '''Clone''' button.
# Enter a '''Data Source Name''' (up to 3 characters).
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/07_DataSourcesQM_DataSources.png ]] icon on the toolbar.
# Select the data source using the keyboard or mouse and click the '''Edit''' button.
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Tools''' menu, click '''Data Sources''', or click the '''Data Sources''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/07_DataSourcesQM_DataSources.png ]] icon on the toolbar.
# Select the data source using the keyboard or mouse and click the '''Delete''' button.
<br>
== Adding Symbol(s) to Symbol List ==
To start working with a symbol, the symbol must be added to the symbol list. Adding can be done manually or from a list, downloaded from the data vendor.
Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor. For instance, with DDE there is no way to download a list, and the user is supposed to know the exact name for the query.
In all other cases, adding symbols manually is <i>not recommended</i>, as parameters in addition to the symbol name may be required by the <i>data vendor</i>. When a symbol is added from a list, provided by the data vendor, all required parameters are set automatically.
For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built-in Datafeeds]]
<br>
=== Adding Symbols in Manual Mode ===
To add a symbol:
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or <br>Click the '''Add Symbol''' [[File:QM_addsymbol.png]] icon on the toolbar.
# Select a '''Data Source''' from the list. If the desired data vendor is not listed, it could be that the vendor is not installed. See [[Operating_Data_Sources|Data Sources]] for additional information.
# Enter the '''Symbol''' name.
# Select the '''Category''' from the list.
# Select the '''Exchange''' from the list. If the desired exchange is not listed, see the [[Setting_Exchanges_%26_ECNs|Exchanges]] section.
# Click '''OK'''.
# Enter the symbol '''Root'''. <br><span style="background-color: #E5F6FF;">Tip: Stock root is the same as the stock's name.</span>
# Click '''OK''' to add symbol with current properties or set [[Setting_Properties|Symbol Properties]].
<br>
=== Adding Symbol from Data Vendor Supplied List ===
To add a symbol:
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Instrument''' menu, select '''Add Symbol'''.
# Select '''From Data Source'''.
# Choose a data source from the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will open.<br>If a data vendor is not in the list:
#* data source does not support a symbol list (the symbol must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]])
#* data source is currently deactivated (the data source should be [[Operating_Data_Sources#Activating Data Sources|activated]])
#* data source is not supported ([[:Category:Built-in_Data_Sources|Built-in Datafeeds]] should be used).
# Select a tab, corresponding to the type of symbol to be added.
# Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''.<br><div style="background-color: #E3FBE5;">'''Note''': Additional search options may be available depending on data source selected.</div>
# Select the desired symbol(s).
# 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. The easiest way is to select an existing one and '''[[Setting Exchanges & ECNs#Cloning the Exchange/ECN|clone]]''' it putting the required abbreviation. </div>
# Click '''Close''' or continue to search for symbols. <br><div style="background-color: #E3FBE5;">Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not recommended).</div>
<br>
===Insert Symbols into Portfolio Window===
Depending on the categories of instruments provided by a data vendor, the number of '''Category''' tabs in the '''Insert Symbols Into Portfolio''' window for each data source may vary. <br>
If '''Stock'''/'''Index'''/'''Future'''/'''Bond'''/'''Commodity'''/'''Spread''' tab is selected, type the name of an instrument in the '''Symbol'''/'''Root''' field and click the '''Lookup''' button to find desired instrument. <br>
If '''Option'''/'''Fund''' 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>
<div style="background-color: #E3FBE5;">'''Note''': It is possible to put '''*''' in search field and click the '''Lookup''' button to get all available instruments from server when you add instruments from: Dukascopy, eSignal, GlobalServer, IQFeed, IWBank QuickTrade, LMAX, MetaStock, GAIN Capital (ex. Open E Cry) (for Futures and Forex only), Patsystems, Rithmic 01, TradeStation (for Forex only). </div>
===Unique Features of Specific Data Sources in Insert Symbols into Portfolio Window===
====Interactive Brokers====
When adding instruments from Interactive Brokers there is '''Cash''' tab instead of '''Forex'''. Enter the first currency of the instrument to search for all pairs starting with this currency. One can also specify the second currency of the symbol in Currency field on the tab to get the 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]]).
====IWBank QuickTrade====
When adding Instruments from IWBank QuickTrade, you should enter the symbol name in the '''Symbol''' field, specify '''Category''', select an '''Exchange''' from the list and click '''Search'''. There is no '''All Exchanges''' option in the '''Exchange''' list for IWBank QuickTrade.
====TradeStation====
When adding futures contracts from TradeStation, you can check '''Include Expired Contracts''' box to get expired individual contracts to create Custom Futures in MultiCharts (see [[Custom Futures]]).<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.
====Rithmic 01====
In '''Search Options''' field '''Symbol''', '''Symbol Root''' or '''Description''' can be selected. It is also possible to specify the '''Exchange''', however it is not recommended since exchange names on data source end and in MultiCharts may slightly differ.
==Troubleshooting==
Establishing connection and processing data requests can be reviewed in the '''Event Log''' window of '''QuoteManager''' when a chart is plotted or data is requested from '''QuoteManager''' or '''Portfolio Trader'''.<br>'''Event Log''' is located at the bottom of '''QuoteManager''' by default. One can show/hide it by clicking '''View''' in '''QuoteManager''' main window and selecting '''Event Log'''.<br>If you experience any issues with incoming data, the first step is to check '''Event Log''' messages.
[[Category:Setting Data Sources]]
