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# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''SymbolInstrument''' 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:
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), PFGBEST, Patsystems, Rithmic 01, TradeStation (for Forex only), Zen-Fire. </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 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.
====Zen-fire/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 BacktesterTrader'''.<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]]
