Changes

Import Symbol List enables the user to import a tool allows importing text file files that contains contain a list of symbols and their parameters.  The feature allows the user to import a list of symbols into QuoteManager quickly , instead of manually adding the symbols one by one.

The text file may must contain the following fields per row: a '''Symbol Name, ''' column and may also contain '''Symbol Root, Description, Exchange, ''' and '''Category'''. Of these fields, only the Symbol Name field is required. <br>Symbol Root shall should be added in case if it is different from the doesn't match 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.<br>

An Here's an example of the contents of a text file is shown below:

<br>'''XYZ, XYZ Corporation, NYSE, Stocks'''<br>'''ABC, ABC Company, NASDAQ, Stocks'''<br>'''ESU9, S&P E-mini, GLOBEX, Futures<br>…'''

The column order of the columns do 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” field. The third field of every row must be the "Exchange" field.

To import a list of symbols:# Open , in '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]]# Select ''' go to '''File''' in the main menu and then select -> '''Import Symbol List'''. The Import Symbols Wizard window will appear.# Use the '''Browse''' button to select find and open the text file. Select '''Next'''.# In Enter 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 in the text file contains header column names instead of symbol dataparameters, then start the import at row 2.# In '''Set Data Delimiters''', select the type of delimiter delimiters used in the text file.# Select <br> Check the '''Treat Consecutive Delimiters as One''' checkbox 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.# Choose the text qualifier from <br>Select the '''Text Qualifier''' drop down list. Select '''Next'''.<br>For example, if a the text field can have is in 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.# Use the drop down lists to assign the column names to the columns in the text file. Select If a column is missing in the file, set it to '''NextNone'''.# '''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.# Select Click '''Finish'''. The to import symbols will be imported into QuoteManager.