Import Symbol List

From MultiCharts
Jump to navigation Jump to search

Import Symbol List tool allows importing text files that contain a list of symbols and their parameters, instead of manually adding symbols one by one.

Preparing the Text File

The text file must contain a Symbol Name column and may also contain Symbol Root, Description, Exchange, and Category.
Symbol Root should be added if it doesn't match Symbol Name.
Each field should be separated by a delimiter. The delimiter can be a comma, semi-colon, space, tab, or other character.

Here's an example:

Symbol Name, Description, Exchange, Category
XYZ, XYZ Corporation, NYSE, Stocks
ABC, ABC Company, NASDAQ, Stocks
ESU9, S&P E-mini, GLOBEX, Futures

The column order does not matter. However, each column must contain the same type of data. In the example above, the second field of every row must be the “Description”. The third field of every row must be the "Exchange".

Note: Symbol Description cannot be longer than 63 characters.

Importing a Symbol List

To import a list of symbols, in QuoteManager go to File -> Import Symbol List. The Import Symbols Wizard window will appear.

  1. Use the Browse button to find and open the text file.
  2. Enter the Start Import at Row number.
    For example, if the first row in the text file contains column names instead of symbol parameters, start the import at row 2.
  3. In Set Data Delimiters, select delimiters used in the text file.
    Check the Treat Consecutive Delimiters as One box to consider consecutive delimiters the same as one delimiter. If this box is checked, consecutive delimiters will not be considered as an empty field.
    Select the Text Qualifier
    For example, the text field is in double quotes (e.g., “MSFT”). If the double quote text qualifier is selected, MultiCharts will recognize that the user wishes to import MSFT without the quotes.
  4. Use the drop down lists to assign the column names to the columns in the text file. If a column is missing in the file, set it to None.
  5. Select Missing Parameters.
    In the Select Data Source drop down list, select the data source for the symbols.
    If the Exchange and Category columns were not previously assigned to a column in the text file, then use the Exchange and Category drop-down lists to specify the information.

Click Finish to import symbols into QuoteManager.