How to Add Symbols

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New symbols can be added in QuoteManager -> Instrument -> Add Symbol -> From Data Source

  1. In the Insert Symbols menu select the tab depending on the category you need to add (Stock, Future, Forex, etc.)
  2. Enter the symbol name or symbol root in the Symbol field and press Lookup

Below find some tips that'll help you add specific types of instruments.

How to add a continuous futures contract?

For most of the data sources, continuous symbol names start with @: @ES, @SP
For info on each data vendor's symbols, check the Symbol Guide page.
To check whether your data source provides continuous contracts, see the Which Data Sources Support Expired and Continuous Futures Contracts page.

Note: To trade continuous futures, one should map them to front-month contacts.

How to add a front-month futures contract?

Futures symbol name usually consist of the

  • root name (ES, SP)
  • month letter (H - March, M - June, U - September, Z - December)
  • and the year number: ESH2 (March, 2022), SPZ22 (December, 2022)

For info on each data vendor's symbols, check the Symbol Guide page.