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<ol># Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]]# On the '''SymbolInstrument''' menu, select '''Add Symbol'''.
<div style="background-color== Adding Symbols in Manual Mode ===To add a symbol: # Open '''QuoteManager''' window#* see [[:Category: QuoteManager#Opening QuoteManager|how]]#E3FBE5;"On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or <br>NoteClick 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 necessarythe desired exchange is not listed, see the [[Setting_Exchanges_%26_ECNs|Exchanges]] section.# Click '''OK'''.# Enter the symbol '''Root'''. <br><span style="background-color: red#E5F6FF;">Tip: Stock root is the same as the stock's name.</span># Click ''LINK'OK''</span> /101-01_SettingIndProp.html name=""; ' to add symbol with current properties or set [[Setting_Properties|Symbol Properties]] can be changed (not recommended).</div></ol>
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><br>
<br>To delete one or more symbols: <ol># Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
<ul> #* Click the '''Delete Symbol''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/03_DeleteSymbolQM_delete.png ]] icon on the toolbar
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<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: <ol>
</ol><br><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>
<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.
<br>A previously performed search can be repeated by simply pressing the F3 key, without opening the '''Find''' dialog box.
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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.
For details on specific data vendor symbols, see [[<span style="color: red;">'''LINK'''</span> /102_Builtin_DataSources.html name=""; Category:Built-in_Data_Sources|Built-in Sources]]<br>=== Adding Symbols in Manual Mode === To add a symbol: <ol># On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or<br>Click the '''Add Symbol''' http://www.multicharts.com/img/wiki/toolbar/QM/01_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 [[<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 PropertiesDatafeeds]]. </ol>
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=== Adding Symbol from Data Vendor Supplied List ===
To add a 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"; Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]]) #* data source is currently deactivated (the data source should be [[<span style="color: red;">'''LINK'''</span> /103_Data_Sources.html name="2"; Operating_Data_Sources#Activating Data Sources|activated]]) #* data source is not supported ([[<span style="color: red;">'''LINK'''</span> /102_Builtin_DataSources.html name=""; Category:Built-in_Data_Sources|Built-in Datafeeds]] should be used).</ul>
# 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'''. A message that you have added it to your database should appear. :: <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>
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== 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.
== Deleting Symbol(s) from the Symbol List ==
# Select the symbols to be deleted.
# Selected symbols can be deleted by one of the following methods:
#* 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
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== 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.
# On the '''View''' menu, click '''Sort By'''.
# Select the column to sort by, i.e. '''Symbol'''.
# Select the sorting direction - '''Sort Ascending''' or '''Sort Descending'''.
# 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.
# 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|Selecting Symbol(s) in Symbol List]] section.</olbr>
== Finding Symbol(s) in Symbol List ==
Two types of a search can be performed: an Incremental search and a Full String search.
# 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.
# Start typing the symbol name; as the name is being typed, the selection will move between symbols seeking for a match.
To start a new search without waiting for the second to be over, simply press the ESC key.
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A <i>Full String</i> search can be used to find multiple symbols that satisfy the search criteria.
# To continue the search, click '''Find Next''' again.
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== 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:
# On the '''View '''menu, click '''Columns'''.
# 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.
# Enter the desired width, in pixels, in to the '''The selected column should be N pixels '''box.
<br><div style="background-color: #E3FBE5;">Note: Column width can also be resized by using the mouse.</div>
[[Category:QuoteManagerSetting Symbols]]
