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To add a symbol:
# On the '''Symbol''' 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: <ul>
#* data source does not support a symbol list (the symbol must be [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="1=11"; |added manually]])
#* data source is currently deactivated (the data source should be [[<span style="color: red;">'''LINK'''</span> /103_Data_Sources.html name="2"; |activated]])
#* data source is not supported ([[<span style="color: red;">'''LINK'''</span> /102_Builtin_DataSources.html name=""; |Built-in Datafeeds]] should be used).
# Select a tab, corresponding to the type of symbol to be added.
# Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''.<br><div style="background-color: #E3FBE5;">Note: Additional search options may be available depending on data source selected.</div>
# Select the desired symbol(s).
# Click '''Add'''.
# Click '''Close''' or continue to search for symbols. <br><div style="background-color: #E3FBE5;">Note: If necessary, [[<span style="color: red;">'''LINK'''</span> /101-01_SettingIndProp.html name=""; |Symbol Properties]] can be changed (not recommended).</div></ol>
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