Difference between revisions of "Operating Symbol List"

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<title>Operating Symbol List</title>
+
Symbol List is a list of commonly used financial instruments. Modern-day investors need easy access to any of the trading vehicles.
  
<H1>Operating Symbol List</H1>
 
<br>
 
Symbol List is a list of commonly used financial instruments.
 
Modern-day investors need easy access to any of the trading vehicles.
 
 
<br>QM has been developed based on those needs, the basic requirements being:
 
<br>QM has been developed based on those needs, the basic requirements being:
<ul>
+
 
 
* The program must function with numbers of symbols in tens of thousands  
 
* The program must function with numbers of symbols in tens of thousands  
 
* Rapid data access, which means powerful search, sorting, and selection capabilities  
 
* Rapid data access, which means powerful search, sorting, and selection capabilities  
Line 12: Line 8:
 
* Simple data backup and restore  
 
* Simple data backup and restore  
 
* Minimal setup and maintenance effort  
 
* Minimal setup and maintenance effort  
</ul>
+
<br>
 +
 
 
== Adding Symbol(s) to Symbol List ==
 
== Adding Symbol(s) to Symbol List ==
<br>
 
 
To start working with a symbol, the symbol must be added to the symbol list. Adding can be done manually or from a list, downloaded from the data vendor.  
 
To start working with a symbol, the symbol must be added to the symbol list. Adding can be done manually or from a list, downloaded from the data vendor.  
<br>Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor. For instance, with DDE there is no way to download a list, and the user is supposed to know the exact name for the query.
 
<br>In all other cases, adding symbols manually is <i>not recommended</i>, as parameters in addition to the symbol name may be required by the <i>data vendor</i>. When a symbol is added from a list, provided by the data vendor, all required parameters are set automatically.
 
<br>For details on specific data vendor symbols, see [[<span style="color: red;">'''LINK'''</span> /102_Builtin_DataSources.html name="";  |Built-in Sources]]
 
<br>
 
=== Adding Symbols in Manual Mode ===
 
<br>
 
  
To add a symbol:
+
Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor. For instance, with DDE there is no way to download a list, and the user is supposed to know the exact name for the query.  
<ol>
+
 
# On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or
+
In all other cases, adding symbols manually is <i>not recommended</i>, as parameters in addition to the symbol name may be required by the <i>data vendor</i>. When a symbol is added from a list, provided by the data vendor, all required parameters are set automatically.  
<br>Click the '''Add Symbol''' http://www.multicharts.com/img/wiki/toolbar/QM/01_AddSymbol.png
+
 
icon on the toolbar.
+
For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built-in Datafeeds]]
# Select a '''Data Source''' from the list. If the desired data vendor is not listed, it could be that the vendor is not installed. See [[<span style="color: red;">'''LINK'''</span> /103_Data_Sources.html name="";  |Data Sources]] for additional information.
 
# Enter the '''Symbol''' name.  
 
# Select the '''Category''' from the list.
 
# Select the '''Exchange''' from the list. If the desired exchange is not listed, see the [[<span style="color: red;">'''LINK'''</span> /104_Exchanges.html name="";  |Exchanges]] section.
 
# Click '''OK'''.
 
# Enter the symbol '''Root'''.
 
<br><div style="background-color: #E5F6FF;">Tip: Stock root is the same as the stock's name.
 
</div>
 
# Click '''OK''' to add symbol with current properties or
 
set [[<span style="color: red;">'''LINK'''</span> /101-01_SettingIndProp.html name="";  |Symbol Properties]].
 
</ol>
 
 
<br>
 
<br>
  
<br>
 
 
=== Adding Symbol from Data Vendor Supplied List ===
 
=== Adding Symbol from Data Vendor Supplied List ===
<br>
 
 
 
To add a symbol:  
 
To add a symbol:  
<ol>
+
# Open '''QuoteManager''' window
# On the '''Symbol''' menu, select '''Add Symbol'''.  
+
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
 +
# On the '''Instrument''' menu, select '''Add Symbol'''.  
 
# Select '''From Data Source'''.  
 
# Select '''From Data Source'''.  
# Choose a data source from the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will open.
+
# 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:  
<br>If a data vendor is not in the list:  
+
#* data source does not support a symbol list (the symbol must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]])  
    <ul>
+
#* data source is currently deactivated (the data source should be [[Operating_Data_Sources#Activating Data Sources|activated]])  
#* 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 not supported ([[:Category:Built-in_Data_Sources|Built-in Datafeeds]] should be used).
#* 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).
 
</ul>
 
 
# Select a tab, corresponding to the type of symbol to be added.  
 
# 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'''.
+
# 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>
<br><div style="background-color: #E3FBE5;">Note: Additional search options may be available depending on data source selected.</div>
 
 
# Select the desired symbol(s).  
 
# Select the desired symbol(s).  
# Click '''Add'''.  
+
# Click '''Add'''. A message that you have added it to your database should appear.  
# Click '''Close''' or continue to search for symbols.  
+
:: <div style="background-color: #E3FBE5;">Note: If there is a message “You must create *** exchange first”, it means that a symbol that is added has an exchange that is not in the list of exchanges in QuoteManager. All that you need to do is to add the required exchange to the list with correct corresponding abbreviation (see [[Setting Exchanges & ECNs]]). </div>
 +
# Click '''Close''' or continue to search for symbols. <br><div style="background-color: #E3FBE5;">Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not recommended).</div>
 
<br>
 
<br>
<div style="background-color: #E3FBE5;">Note: If necessary, [[<span style="color: red;">'''LINK'''</span> /101-01_SettingIndProp.html name="";  |Symbol Properties]] can
+
=== Adding Symbols in Manual Mode ===
be changed (not recommended).</div>
+
To add a symbol:
</ol>
+
# Open '''QuoteManager''' window
 +
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
 +
# On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or <br>Click the '''Add Symbol''' [[File:QM_addsymbol.png]] icon on the toolbar.
 +
# Select a '''Data Source''' from the list. If the desired data vendor is not listed, it could be that the vendor is not installed. See [[Operating_Data_Sources|Data Sources]] for additional information.
 +
# Enter the '''Symbol''' name.
 +
# Select the '''Category''' from the list.
 +
# Select the '''Exchange''' from the list. If the desired exchange is not listed, see the [[Setting_Exchanges_%26_ECNs|Exchanges]] section.
 +
# Click '''OK'''.
 +
# Enter the symbol '''Root'''. <br><span style="background-color: #E5F6FF;">Tip: Stock root is the same as the stock's name.</span>
 +
# Click '''OK''' to add symbol with current properties or set [[Setting_Properties|Symbol Properties]].  
 
<br>
 
<br>
  
<br>
+
== Selecting Symbol(s) in Symbol List ==
 +
Symbols can be selected by using the keyboard or a mouse.
 +
 
 +
Using the keyboard, move the selection pointer to the line containing the symbol. If the selection is not visible, press the '''Down Arrow''' button twice, the selection will be visible on the uppermost symbol; selection with the mouse is simpler and can be achieved by left-clicking the line once.
 +
 
 +
To select several sequential symbols at once keep '''Shift''' pressed and select with '''Up''' or '''Down Arrow '''buttons.
 +
 
 +
To select several sequential symbols at once with the mouse keep '''Shift''' pressed, scroll using the '''Vertical Scroll Bar''' to the required position, and click it.
 +
 
 +
To select many sequential symbols at once, select the starting symbol, keep '''Ctrl '''pressed and move the selection with the '''Home/End '''or '''Page Up/Page Down '''buttons, then release '''Ctrl''', press '''Shift '''and press '''Up/Down '''arrow buttons depending on the direction of selecting.
 +
 
 +
To select many sequential symbols at once with the mouse keep '''Ctrl '''pressed and click the symbols.
 +
 
 +
If you need to select several non-sequential symbols using the keyboard, start on the first symbol, press and keep down '''Ctrl '''and move the selection border to the desired position using the '''Up/Down Arrows''', '''Home/End''' or '''Page Up/Page Down''', then press '''Space'''. To perform such selection with the mouse keep '''Ctrl''' pressed and click the symbols to be selected.
  
== Selecting Symbol(s) in Symbol List ==
+
<div style="background-color: #E3FBE5;">Note: To select all symbols, select '''Edit''' in the main menu and then click '''Select All''', or use the '''Ctrl+A''' keyboard shortcut.</div>
 
<br>
 
<br>
Symbols can be selected by using the keyboard or a mouse.
 
<br>Using the keyboard, move the selection pointer to the line containing the symbol. If the selection is not visible, press the '''Down Arrow''' button twice, the selection will be visible on the uppermost symbol; selection with the mouse is simpler and can be achieved by left-clicking the line once.
 
<br>To select several sequential symbols at once keep '''Shift''' pressed and select with '''Up''' or '''Down Arrow '''buttons.
 
<br>To select several sequential symbols at once with the mouse keep '''Shift''' pressed, scroll using the '''Vertical Scroll Bar''' to the required position, and click it.
 
<br>To select many sequential symbols at once, select the starting symbol, keep '''Ctrl '''pressed and move the selection with the '''Home/End '''or '''Page Up/Page Down '''buttons, then release '''Ctrl''', press '''Shift '''and press '''Up/Down '''arrow buttons depending on the direction of selecting.
 
<br>To select many sequential symbols at once with the mouse keep '''Ctrl '''pressed and click the symbols.
 
<br>If you need to select several non-sequential symbols using the keyboard, start on the first symbol, press and keep down '''Ctrl '''and move the selection border to the desired position using the '''Up/Down Arrows''', '''Home/End''' or '''Page Up/Page Down''', then press '''Space'''. To perform such selection with the mouse keep '''Ctrl''' pressed and click the symbols to be selected.
 
<br><div style="background-color: #E3FBE5;">Note: To select all symbols, select '''Edit''' in the main menu and then click '''Select All''', or use the '''Ctrl+A''' keyboard shortcut.
 
</div>
 
  
 
== Deleting Symbol(s) from the Symbol List ==  
 
== Deleting Symbol(s) from the Symbol List ==  
<br>
+
To delete one or more symbols:
To delete one or more symbols:  
+
# Open '''QuoteManager''' window
<ol>
+
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
 
# Select the symbols to be deleted.
 
# Select the symbols to be deleted.
 
# Selected symbols can be deleted by one of the following methods:
 
# Selected symbols can be deleted by one of the following methods:
<ul>
+
#* Click the '''Delete Symbol''' [[File:QM_delete.png]] icon on the toolbar  
#* Click the '''Delete Symbol''' http://www.multicharts.com/img/wiki/toolbar/QM/03_DeleteSymbol.png icon on the toolbar  
 
 
#* Right-clicking on the selected symbols and then clicking '''Delete Symbol'''
 
#* Right-clicking on the selected symbols and then clicking '''Delete Symbol'''
 
#* Selecting '''Symbol''' on the main menu and then clicking '''Delete Symbol'''
 
#* Selecting '''Symbol''' on the main menu and then clicking '''Delete Symbol'''
 
#* Pressing the '''Delete''' key on the keyboard  
 
#* Pressing the '''Delete''' key on the keyboard  
</ul>
+
<br>
</ol>
 
  
 
== Sorting the Symbol List ==  
 
== Sorting the Symbol List ==  
<br>
 
 
The list is sorted based on the contents of one of the available columns. For example, text data is sorted alphabetically, but months in calendar order.  
 
The list is sorted based on the contents of one of the available columns. For example, text data is sorted alphabetically, but months in calendar order.  
<br>For sorting:  
+
 
<ol>
+
For sorting:  
 
# On the '''View''' menu, click '''Sort By'''.  
 
# On the '''View''' menu, click '''Sort By'''.  
 
# Select the column to sort by, i.e. '''Symbol'''.  
 
# Select the column to sort by, i.e. '''Symbol'''.  
 
# Select the sorting direction - '''Sort Ascending''' or '''Sort Descending'''.  
 
# Select the sorting direction - '''Sort Ascending''' or '''Sort Descending'''.  
</ol>
+
 
<br>-or-
+
or:
<br>
+
 
<ol>
 
 
# Click the corresponding column heading to sort by that column.  
 
# Click the corresponding column heading to sort by that column.  
 
# The arrow on the heading indicates the sorting direction; click the column to reverse the sorting direction.  
 
# The arrow on the heading indicates the sorting direction; click the column to reverse the sorting direction.  
# Right-click a column heading to call up a context menu with sorting options. See [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="2";  |Selecting Symbol(s) in Symbol List]] section.
+
# Right-click a column heading to call up a context menu with sorting options. See [[#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol List]] section.
</ol>
+
<br>
  
 
== Finding Symbol(s) in Symbol List ==  
 
== Finding Symbol(s) in Symbol List ==  
<br>
 
 
Two types of a search can be performed: an Incremental search and a Full String search.  
 
Two types of a search can be performed: an Incremental search and a Full String search.  
<br>An <i>Incremental</i> search locates a symbol as the symbol name is typed. Please note that an incremental search can be performed by the signal name only, and not by any other attributes.  
+
 
<br>To perform an <i>Incremental</i> search:  
+
An <i>Incremental</i> search locates a symbol as the symbol name is typed. Please note that an incremental search can be performed by the signal name only, and not by any other attributes.  
<ol>
+
 
 +
To perform an <i>Incremental</i> search:  
 
# Select <i>All Symbols</i> in the left panel to search a list of all symbols, or select a particular symbol category.  
 
# Select <i>All Symbols</i> in the left panel to search a list of all symbols, or select a particular symbol category.  
 
# Click on any symbol in the right panel.  
 
# Click on any symbol in the right panel.  
 
# Start typing the symbol name; as the name is being typed, the selection will move between symbols seeking for a match.  
 
# Start typing the symbol name; as the name is being typed, the selection will move between symbols seeking for a match.  
</ol>
+
 
<br>
+
<div style="background-color: #E3FBE5;">Note: Each consecutive character in a symbol name must be typed with an interval of no more the one second; if you pause for more then one second, a new search will be started, for a symbol name beginning with the first character that was typed after a pause of more than a second.</div>
<br><div style="background-color: #E3FBE5;">Note: Each consecutive character in a symbol name must be typed with an interval of no more the one second; if you pause for more then one second, a new search will be started, for a symbol name beginning with the first character that was typed after a pause of more than a second.  
 
</div>
 
<br>
 
<br>
 
 
To start a new search without waiting for the second to be over, simply press the ESC key.  
 
To start a new search without waiting for the second to be over, simply press the ESC key.  
<br>
+
 
<br><div style="background-color: #E5F6FF;">Example: To search for AMD, type '''a m d''' with an interval of less than a second between each character; if you pause for more than a second after typing '''a''', once you type '''m''', the first symbol, beginning with the character "m", will be located instead.
+
<div style="background-color: #E5F6FF;">Example: To search for AMD, type '''a m d''' with an interval of less than a second between each character; if you pause for more than a second after typing '''a''', once you type '''m''', the first symbol, beginning with the character "m", will be located instead.
 
</div><br>
 
</div><br>
 
A <i>Full String</i> search can be used to find multiple symbols that satisfy the search criteria.
 
A <i>Full String</i> search can be used to find multiple symbols that satisfy the search criteria.
Line 143: Line 122:
 
# To continue the search, click '''Find Next''' again.  
 
# To continue the search, click '''Find Next''' again.  
 
</ol>
 
</ol>
<br>A previously performed search can be repeated by simply pressing the F3 key, without opening the '''Find''' dialog box.  
+
 
 +
A previously performed search can be repeated by simply pressing the F3 key, without opening the '''Find''' dialog box.
  
 
== Customizing the Symbol List ==  
 
== Customizing the Symbol List ==  
<br>
 
 
The program supports workspace customization. The user can select the data columns and set their widths, including: Symbol, Description, Exchange Listed, Data Source, Contract Month, Price Scale, CUSIP, Root, Margin, Contract Year, Expiation Date, Expiration Rule, Expiration Status, Daily Limit, Min. Movement, Big Point Value, Strike Price, and Option Type.  
 
The program supports workspace customization. The user can select the data columns and set their widths, including: Symbol, Description, Exchange Listed, Data Source, Contract Month, Price Scale, CUSIP, Root, Margin, Contract Year, Expiation Date, Expiration Rule, Expiration Status, Daily Limit, Min. Movement, Big Point Value, Strike Price, and Option Type.  
<br>
+
 
 
To customize the Symbol List:  
 
To customize the Symbol List:  
<ol>
 
 
# On the '''View '''menu, click '''Columns'''.  
 
# On the '''View '''menu, click '''Columns'''.  
 
# Select the checkboxes, corresponding to the columns to be displayed.  
 
# Select the checkboxes, corresponding to the columns to be displayed.  
 
# Use the '''Move Up '''and the '''Move Down '''buttons to change the order in which the columns are displayed.  
 
# Use the '''Move Up '''and the '''Move Down '''buttons to change the order in which the columns are displayed.  
 
# Enter the desired width, in pixels, in to the '''The selected column should be N pixels '''box.
 
# Enter the desired width, in pixels, in to the '''The selected column should be N pixels '''box.
</ol>
+
 
 
<br><div style="background-color: #E3FBE5;">Note: Column width can also be resized by using the mouse.</div>
 
<br><div style="background-color: #E3FBE5;">Note: Column width can also be resized by using the mouse.</div>
<br>
 
  
[[Category:QuoteManager]]
+
[[Category:Setting Symbols‎]]

Revision as of 17:40, 26 April 2018

Symbol List is a list of commonly used financial instruments. Modern-day investors need easy access to any of the trading vehicles.


QM has been developed based on those needs, the basic requirements being:

  • The program must function with numbers of symbols in tens of thousands
  • Rapid data access, which means powerful search, sorting, and selection capabilities
  • Convenient adding and editing of data
  • Simple data backup and restore
  • Minimal setup and maintenance effort


Adding Symbol(s) to Symbol List

To start working with a symbol, the symbol must be added to the symbol list. Adding can be done manually or from a list, downloaded from the data vendor.

Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor. For instance, with DDE there is no way to download a list, and the user is supposed to know the exact name for the query.

In all other cases, adding symbols manually is not recommended, as parameters in addition to the symbol name may be required by the data vendor. When a symbol is added from a list, provided by the data vendor, all required parameters are set automatically.

For details on specific data vendor symbols, see Built-in Datafeeds

Adding Symbol from Data Vendor Supplied List

To add a symbol:

  1. Open QuoteManager window
  2. On the Instrument menu, select Add Symbol.
  3. Select From Data Source.
  4. Choose a data source from the Data Source list; the Insert Symbols into Portfolio window will open.
    If a data vendor is not in the list:
    • data source does not support a symbol list (the symbol must be added manually)
    • data source is currently deactivated (the data source should be activated)
    • data source is not supported (Built-in Datafeeds should be used).
  5. Select a tab, corresponding to the type of symbol to be added.
  6. Enter all or part of the symbol name into the Symbol box and click Lookup.
    Note: Additional search options may be available depending on data source selected.
  7. Select the desired symbol(s).
  8. Click Add. A message that you have added it to your database should appear.
Note: If there is a message “You must create *** exchange first”, it means that a symbol that is added has an exchange that is not in the list of exchanges in QuoteManager. All that you need to do is to add the required exchange to the list with correct corresponding abbreviation (see Setting Exchanges & ECNs).
  1. Click Close or continue to search for symbols.
    Note: If necessary, Symbol Properties can be changed (not recommended).


Adding Symbols in Manual Mode

To add a symbol:

  1. Open QuoteManager window
  2. On the Symbol menu, select Add Symbol, then click Manually, or
    Click the Add Symbol QM addsymbol.png icon on the toolbar.
  3. Select a Data Source from the list. If the desired data vendor is not listed, it could be that the vendor is not installed. See Data Sources for additional information.
  4. Enter the Symbol name.
  5. Select the Category from the list.
  6. Select the Exchange from the list. If the desired exchange is not listed, see the Exchanges section.
  7. Click OK.
  8. Enter the symbol Root.
    Tip: Stock root is the same as the stock's name.
  9. Click OK to add symbol with current properties or set Symbol Properties.


Selecting Symbol(s) in Symbol List

Symbols can be selected by using the keyboard or a mouse.

Using the keyboard, move the selection pointer to the line containing the symbol. If the selection is not visible, press the Down Arrow button twice, the selection will be visible on the uppermost symbol; selection with the mouse is simpler and can be achieved by left-clicking the line once.

To select several sequential symbols at once keep Shift pressed and select with Up or Down Arrow buttons.

To select several sequential symbols at once with the mouse keep Shift pressed, scroll using the Vertical Scroll Bar to the required position, and click it.

To select many sequential symbols at once, select the starting symbol, keep Ctrl pressed and move the selection with the Home/End or Page Up/Page Down buttons, then release Ctrl, press Shift and press Up/Down arrow buttons depending on the direction of selecting.

To select many sequential symbols at once with the mouse keep Ctrl pressed and click the symbols.

If you need to select several non-sequential symbols using the keyboard, start on the first symbol, press and keep down Ctrl and move the selection border to the desired position using the Up/Down Arrows, Home/End or Page Up/Page Down, then press Space. To perform such selection with the mouse keep Ctrl pressed and click the symbols to be selected.

Note: To select all symbols, select Edit in the main menu and then click Select All, or use the Ctrl+A keyboard shortcut.


Deleting Symbol(s) from the Symbol List

To delete one or more symbols:

  1. Open QuoteManager window
  2. Select the symbols to be deleted.
  3. Selected symbols can be deleted by one of the following methods:
    • Click the Delete Symbol QM delete.png icon on the toolbar
    • Right-clicking on the selected symbols and then clicking Delete Symbol
    • Selecting Symbol on the main menu and then clicking Delete Symbol
    • Pressing the Delete key on the keyboard


Sorting the Symbol List

The list is sorted based on the contents of one of the available columns. For example, text data is sorted alphabetically, but months in calendar order.

For sorting:

  1. On the View menu, click Sort By.
  2. Select the column to sort by, i.e. Symbol.
  3. Select the sorting direction - Sort Ascending or Sort Descending.

or:

  1. Click the corresponding column heading to sort by that column.
  2. The arrow on the heading indicates the sorting direction; click the column to reverse the sorting direction.
  3. Right-click a column heading to call up a context menu with sorting options. See Selecting Symbol(s) in Symbol List section.


Finding Symbol(s) in Symbol List

Two types of a search can be performed: an Incremental search and a Full String search.

An Incremental search locates a symbol as the symbol name is typed. Please note that an incremental search can be performed by the signal name only, and not by any other attributes.

To perform an Incremental search:

  1. Select All Symbols in the left panel to search a list of all symbols, or select a particular symbol category.
  2. Click on any symbol in the right panel.
  3. Start typing the symbol name; as the name is being typed, the selection will move between symbols seeking for a match.
Note: Each consecutive character in a symbol name must be typed with an interval of no more the one second; if you pause for more then one second, a new search will be started, for a symbol name beginning with the first character that was typed after a pause of more than a second.

To start a new search without waiting for the second to be over, simply press the ESC key.

Example: To search for AMD, type a m d with an interval of less than a second between each character; if you pause for more than a second after typing a, once you type m, the first symbol, beginning with the character "m", will be located instead.


A Full String search can be used to find multiple symbols that satisfy the search criteria.
To perform a Full String search:

    1. Select All Symbols in the left panel to search a list of all symbols, or select a particular symbol category.
    2. Select Edit in the main menu, and then click Find, or use the CTRL+F keyboard shortcut; a Find dialog box will open.
    3. In the Find what text box, enter a string to search for.
    4. In the In column list box, select the column to search in.
    5. Click Find Next to begin the search.
    6. To continue the search, click Find Next again.

A previously performed search can be repeated by simply pressing the F3 key, without opening the Find dialog box.

Customizing the Symbol List

The program supports workspace customization. The user can select the data columns and set their widths, including: Symbol, Description, Exchange Listed, Data Source, Contract Month, Price Scale, CUSIP, Root, Margin, Contract Year, Expiation Date, Expiration Rule, Expiration Status, Daily Limit, Min. Movement, Big Point Value, Strike Price, and Option Type.

To customize the Symbol List:

  1. On the View menu, click Columns.
  2. Select the checkboxes, corresponding to the columns to be displayed.
  3. Use the Move Up and the Move Down buttons to change the order in which the columns are displayed.
  4. Enter the desired width, in pixels, in to the The selected column should be N pixels box.


Note: Column width can also be resized by using the mouse.