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[http://wwwSymbol List is a list of commonly used financial instruments.exampleModern-day investors need easy access to any of the trading vehicles.com link title][[File:Exa[[Media:Example.ogg]]mple.jpg]][[Media:http://www.multicharts.com/images/logo.png]]
[[File:http://www.multicharts.com/images/logo.png]]<htmlbr><head><LINK rel=stylesheet type="text/css" href="../style1.css"><title>Operating Symbol List</title><script LANGUAGE="JavaScript" src="../ExpColpse_TSS.js"></SCRIPT></head><body><P align=right id="ExpandAllLine"><A href="#" onclick="ExpandAll()" style="font-sizeQM has been developed based on those needs, the basic requirements being:9px"><img id="picHeader" border="0" src="../images/expandtri.gif" ><SPAN id="ExpandAll">Expand All</SPAN></A><!--HEADER--><H1>Operating Symbol List</H1> 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: <ul><li>* The program must function with numbers of symbols in tens of thousands <li>* Rapid data access, which means powerful search, sorting, and selection capabilities <li>* Convenient adding and editing of data <li>* Simple data backup and restore <li>* Minimal setup and maintenance effort </ul><!--====== MENU ITEM START =============--br><a href="#" class="DropDown" onclick="Outline2()" id=1><img border=0 src="../images/blueup.gif" >Adding Symbol(s) to Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> 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.
In all other cases, adding Adding symbols manually is ''not recommended'', as parameters in addition to appropriate when the exact symbol name may be required by is known and the list of symbols is not available from the ''data vendor''. When a symbol For instance, with DDE there is added from no way to download a list, provided by and the user is supposed to know the exact name for the data vendor, all required parameters are set automaticallyquery.
For details on specific data vendor In all other cases, adding symbols, see manually is <a href="../01_QM/102_Builtin_DataSources.html" onclick='window.name=""; return true;' i>Built-in Sourcesnot recommended</ai>, as parameters in addition to the symbol name may be required by the <!--====== subITEM START =============--i> <a href="#" class="DropDown" onclick="Outline2()" id=11><img border=0 src="../images/blueup.gif" >Adding Symbols in Manual Modedata vendor</Ai><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:2.9em"> To add When a symbol: <ol><li>On is added from a list, provided by the '''Symbol''' menudata vendor, select '''Add Symbol''', then click '''Manually''', or all required parameters are set automatically.
Click the '''Add Symbol'''<IMG src="../images/toolbar/QM/01_AddSymbol.png" WIDTH="24" HEIGHT="24" HSPACE="2"ALIGN="bottom"> icon For details on the toolbar. <li>Select a '''Data Source''' from the list. If the desired specific data vendor is not listedsymbols, it could be that the vendor is not installed. See <a href="../01_QM/103_Data_Sources.html" onclick='window.name=""; return true;' >Data Sources</a> for additional information. <li>Enter the '''Symbol''' name. <li>Select the '''see [[:Category''' from the list. <li>Select the '''Exchange''' from the list. If the desired exchange is not listed, see the <a href="../01_QM/104_Exchanges.html" onclick='window.name=""; return true;' >Exchanges</a> section. <li>Click '''OK'''. :Built-in_Data_Sources|Built-in Datafeeds]]<libr>Enter the symbol '''Root'''.
{| class="DIVtabT"| class="DIVtd" width=10% | Tip:| class="DIVtd" | Stock root is the same as the stock's name. |}<li>Click '''OK''' to add symbol with current properties or set <a href="../01_QM/101-01_SettingIndProp.html" onclick='window.name=""; return true;' >Symbol Properties</a>. </ol></DIV><!--====== subITEM END =============--><!--====== subITEM START =============--> <a href="#" class="DropDown" onclick="Outline2()" id=12><img border=0 src="../images/blueup.gif" >Adding Symbol from Data Vendor Supplied List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:2.9em"> To add a symbol: <ol><li>On the '''Symbol''' menu, select '''Add Symbol'''. <li>Select '''From Data Source'''. <li>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: <ul><li>data source does not support a symbol list (the symbol must be <a href="../01_QM/101_Symbol_List.html" onclick='window.name="1=11"; return true;' >added manually</a>) <li>data source is currently deactivated (the data source should be <a href="../01_QM/103_Data_Sources.html" onclick='window.name="2"; return true;' >activated</a>) <li>data source is not supported (<a href="../01_QM/102_Builtin_DataSources.html" onclick='window.name=""; return true;' >Built-in Datafeeds</a> should be used). </ul><li>Select a tab, corresponding to the type of symbol to be added. <li>Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''. {| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | Additional search options may be available depending on data source selected. |}<li>Select the desired symbol(s). <li>Click '''Add'''. <li>Click '''Close''' or continue to search for symbols. {| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | If necessary, <a href="../01_QM/101-01_SettingIndProp.html" onclick='window.name=""; return true;' >Symbol Properties</a> can be changed (not recommended). |}</ol></DIV><!--====== subITEM END =============--></DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--><a href="#" class="DropDown" onclick="Outline2()" id=2><img border=0 src="../images/blueup.gif" >Selecting Symbol(s) in Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> Symbols can be selected by using the keyboard or a mouse.
{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | To select all symbols, select '''Edit''' in the main menu and then click '''Select All''', or use the '''Ctrl+A''' keyboard shortcut. |}</DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--><a href="#" class="DropDown" onclick="Outline2()" id=3><img border=0 src="../images/blueup.gif" >Deleting Symbol(s) from the Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> To delete one or more symbols: <ol><li># Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]] # Select the symbols to be deleted. <li># Selected symbols can be deleted by one of the following methods: <ul><li>#* Click the '''Delete Symbol'''<IMG src="../images/toolbar/QM/03_DeleteSymbol[[File:QM_delete.png" WIDTH="24" HEIGHT="24" HSPACE="2"ALIGN="bottom"> ]] icon on the toolbar <li>#* Right-clicking on the selected symbols and then clicking '''Delete Symbol'''<li>#* Selecting '''Symbol''' on the main menu and then clicking '''Delete Symbol'''<li>#* Pressing the '''Delete''' key on the keyboard </ulbr></ol></DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--><a href="#" class="DropDown" onclick="Outline2()" id=4><img border=0 src="../images/blueup.gif" >Sorting the Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> 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: == Sorting the Symbol List == <ol><li>On The list is sorted based on the '''View''' menucontents of one of the available columns. For example, click '''Sort By'''. <li>Select the column to sort bytext data is sorted alphabetically, ibut months in calendar order.e. '''Symbol'''. <li>Select the sorting direction - '''Sort Ascending''' or '''Sort Descending'''. </ol>-or-
<ol><li>Click the corresponding column heading to sort by that column. For sorting: <li>The arrow on # On the heading indicates the sorting direction; '''View''' menu, click the column to reverse the sorting direction'''Sort By'''. <li>Right-click a # Select the column heading to call up a context menu with sorting optionssort by, i. See <a href="e../01_QM/101_Symbol_List.html" onclick='window.name="2"; return true;' >Selecting 'Symbol(s) in Symbol List</a> section'''. </ol></DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--><a href="#" class="DropDown" onclick="Outline2()" id=5><img border=0 src="../images/blueup.gif" >Finding Symbol(s) in Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="paddingSelect the sorting direction -left:1.5em"> Two types of a search can be performed: an Incremental search and a Full String search'''Sort Ascending''' or '''Sort Descending'''.
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. or:
To perform an ''Incremental'' search: <ol><li>Select ''All Symbols'' in # Click the left panel corresponding column heading to search a list of all symbols, or select a particular symbol categorysort by that column. <li>Click # The arrow on any symbol in the right panel. <li>Start typing heading indicates the symbol namesorting direction; as click the name is being typed, column to reverse the selection will move between symbols seeking for sorting direction. # Right-click a column heading to call up a matchcontext menu with sorting options. See [[#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol List]] section. </olbr>
{| class="DIVtabN"| class="DIVtd" widthFinding Symbol(s) in Symbol List =10% | Note:| class="DIVtd" | Each consecutive character in Two types of a symbol name must search can be typed with performed: an interval of no more the one second; if you pause for more then one second, Incremental search and a new Full String 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 An <i>Incremental</i> search locates a new symbol as the symbol name is typed. Please note that an incremental search without waiting for can be performed by the second to be oversignal name only, simply press the ESC keyand not by any other attributes.
{| class<div style="DIVtabTbackground-color: #E3FBE5;"| class="DIVtd" width=10% | Example>Note:| class="DIVtd" | To search for AMD, type '''Each consecutive character in a m d''' symbol name must be typed with an interval of less than a no more the one second between each character; if you pause for more than a then one second after typing ''', a'''new search will be started, once you type '''m''', the first for a symbol, name beginning with the first character “m”, will be located instead. |} A ''Full String'' search can be used to find multiple symbols that satisfy the search criteria. To perform was typed after a ''Full String'' search: <ol><li>Select ''All Symbols'' in the left panel to search a list pause of all symbols, or select more than a particular symbol categorysecond. <li/div>Select '''Edit''' in the main menu, and then click '''Find''', or use the CTRL+F keyboard shortcut; a '''Find''' dialog box will open. <li>In the '''Find what''' text box, enter To start a string to new search without waiting for. <li>In the '''In column''' list box, select the column second to search in. <li>Click '''Find Next''' to begin the search. <li>To continue the searchbe over, click '''Find Next''' again. </ol>A previously performed search can be repeated by simply pressing press the F3 ESC key, without opening the '''Find''' dialog box. </DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--><a href="#" class="DropDown" onclick="Outline2()" id=6><img border=0 src="../images/blueup.gif" >Customizing the Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> 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.
<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>A <i>Full String</i> search can be used to find multiple symbols that satisfy the search criteria.<br>To customize the Symbol Listperform a <i>Full String</i> search: <ol># Select <i>All Symbols<li/i>On in the left panel to search a list of all symbols, or select a particular symbol category. # Select '''View Edit'''in the main menu, and then click '''ColumnsFind''', or use the CTRL+F keyboard shortcut; a '''Find''' dialog box will open. <li>Select # In the checkboxes'''Find what''' text box, corresponding enter a string to the columns to be displayedsearch for. <li>Use # In the '''Move Up In column'''and list box, select the column to search in. # Click '''Move Down Find Next'''buttons to change the order in which begin the columns are displayedsearch. <li>Enter # To continue the desired widthsearch, in pixels, in to the click '''The selected column should be N pixels Find Next'''boxagain.
{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | Column width A previously performed search can also be resized repeated by using simply pressing the mouse. |}</DIV><!--====== MENU ITEM END =============--></body></html><script> var param=window.name; window.name=""; if (param) { params=new Array(); params=paramF3 key, without opening the '''Find''' dialog box.split("=");
for(i=0;i<params= Customizing the Symbol List == The program supports workspace customization.length;i++) { documentThe 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.getElementById(params[i])Movement, Big Point Value, Strike Price, and Option Type.click(); }
} To customize the Symbol List: </script># 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.
no edit summary
== Adding symbols manually is appropriate when Symbol(s) to Symbol List ==To start working with a symbol, the exact symbol name is known and must be added to the symbol list of symbols is not available . Adding can be done manually or from the data vendor. For instance, with DDE there is no way to download a list, and downloaded from the user is supposed to know the exact name for the querydata vendor.
=== Adding Symbol from Data Vendor Supplied List ===
To add a symbol:
# Open '''QuoteManager''' window
#* see [[:Category:QuoteManager#Opening QuoteManager|how]]
# On the '''Instrument''' 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:
#* data source does not support a symbol list (the symbol must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]])
#* data source is currently deactivated (the data source should be [[Operating_Data_Sources#Activating Data Sources|activated]])
#* data source is not supported ([[:Category:Built-in_Data_Sources|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'''. 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>
<br>
=== Adding Symbols in Manual Mode ===
To add a symbol:
# 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>
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.
<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>
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.
# 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.
</ol>
<br><div style="background-color: #E3FBE5;">Note: Column width can also be resized by using the mouse.</div>
[[Category:Setting_Symbols]][[Category:QuoteManager]][[Category:HelpSetting Symbols]]
