Difference between revisions of "Import Symbol List"

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Import Symbol List enables the user to import a text file that contains a list of symbols and their parameters.
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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.
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The feature allows the user to import a list of symbols into QuoteManager quickly instead of manually adding the symbols one by one.
 
  
 
== Preparing the Text File ==  
 
== Preparing the Text File ==  
  
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The text file may contain the following fields per row: Symbol Name, Symbol Root, Description, Exchange, and Category. Of these fields, only the Symbol Name field is required.  Symbol Root shall be added in case if it is different from the Symbol Name. QuoteManager will prompt the user for the missing information during the import process.  The missing fields can also be entered manually into QuoteManager one by one after the symbol is imported.
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The text file must contain a '''Symbol Name''' column and may also contain '''Symbol Root, Description, Exchange,''' and '''Category'''.<br>
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<br>
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Symbol Root should be added if it doesn't match Symbol Name. <br>
 
Each field should be separated by a delimiter.  The delimiter can be a comma, semi-colon, space, tab, or other character.   
 
Each field should be separated by a delimiter.  The delimiter can be a comma, semi-colon, space, tab, or other character.   
  
 
<br>
 
<br>
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An example of the contents of a text file is shown below:
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Here's an example:
 
<br>
 
<br>
 
{|
 
{|
 
Symbol Name, Description, Exchange, Category
 
Symbol Name, Description, Exchange, Category
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<br>XYZ, XYZ Corporation, NYSE, Stocks
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<br>'''XYZ, XYZ Corporation, NYSE, Stocks'''
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<br>ABC, ABC Company, NASDAQ, Stocks
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<br>'''ABC, ABC Company, NASDAQ, Stocks'''
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<br>ESU9, S&P E-mini, GLOBEX, Futures
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<br>'''ESU9, S&P E-mini, GLOBEX, Futures'''
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<br>…
 
 
|}
 
|}
 
<br>
 
<br>
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The order of the columns do not matter.  However, each column must contain the same type of data.  
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The column order does not matter.  However, each column must contain the same type of data.  
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In the example above, the second field of every row must be the “Description”.  The third field of every row must be the "Exchange".
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In the example above, the second field of every row must be the “Description” field.  The third field of every row must be the "Exchange" field.
 
  
 
<div style="background-color: #adffd8;"> '''Note:''' Symbol Description cannot be longer than 63 characters.</div>
 
<div style="background-color: #adffd8;"> '''Note:''' Symbol Description cannot be longer than 63 characters.</div>
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== Importing a Symbol List ==  
 
== Importing a Symbol List ==  
 
<br>
 
<br>
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To import a list of symbols:
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To import a list of symbols, in '''[[QuoteManager]]''' go to '''File''' -> '''Import Symbol List'''.  The Import Symbols Wizard window will appear.
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# Open '''QuoteManager''' window
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# Use the '''Browse''' button to find and open the text file.  
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#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
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# Enter the '''Start Import at Row''' number.<br>For example, if the first row in the text file contains column names instead of symbol parameters, start the import at row 2.
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# Select '''File''' in the main menu and then select '''Import Symbol List'''.  The Import Symbols Wizard window will appear.
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# In '''Set Data Delimiters''', select delimiters used in the text file.<br> 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.<br>Select the '''Text Qualifier'''<br>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.
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# Use the '''Browse''' button to select the text file.  Select '''Next'''.
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# 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'''.  
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# In the '''Start Import at Row''' number box, enter the row number to start the import.  Select '''Next'''.<br>For example, if the first row of the text file contains header names instead of symbol data, then start the import at row 2.
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# '''Select Missing Parameters.'''<br>In the '''Select Data Source''' drop down list, select the data source for the symbols.<br>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.
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# In '''Set Data Delimiters''', select the type of delimiter used in the text file.
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Click '''Finish''' to import symbols into QuoteManager.
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# Select the '''Treat Consecutive Delimiters as One''' checkbox to consider consecutive delimiters the same as one delimiter.  If this box is checked, consecutive delimiters will not be considered as an empty field.
 
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# Choose the text qualifier from the '''Text Qualifier''' drop down list.  Select '''Next'''.<br>For example, if a text field can have double quotes around it (e.g., “MSFT”).  If the double quote text qualifier is selected, then MultiCharts will recognize that the user wishes to import MSFT without the quotes.
 
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# Use the drop down lists to assign the column names to the columns in the text file. Select '''Next'''.
 
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# In the '''Select Data Source''' drop down list, select the data source for the symbols.
 
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# 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.
 
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# Select '''Finish'''.  The symbols will be imported into QuoteManager.
 
  
 
<br>
 
<br>
 
[[Category:Managing Data]]
 
[[Category:Managing Data]]

Revision as of 14:15, 1 August 2023

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.


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