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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]]
http<br>QM has been developed based on those needs, the basic requirements being://www.multicharts.com/img/wiki/toolbar/09_Format_Symbol.png
[[File:http://www.multicharts.com/images/logo.png]]<html><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-size:9px"><img id="picHeader" border="0" src="../images/expandtri.gif" ><SPAN id="ExpandAll">Expand All</SPAN></A><!--HEADER--><H1>Operating Symbol List</H1>* The program must function with numbers of symbols in tens of thousands * Rapid data access, which means powerful search, sorting, and selection capabilities Symbol List is a list * Convenient adding and editing of commonly used financial instruments. dataModern-day investors need easy access to any of the trading vehicles. * Simple data backup and restore * Minimal setup and maintenance effort <br>
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 =============--><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.
Click === 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.<IMG srcbr>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'''./images/toolbar/QM/01_AddSymbolA message that you have added it to your database should appear.png" WIDTH:: <div style="24background-color: #E3FBE5;" HEIGHT>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="24background-color: #E3FBE5;" HSPACE>Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not recommended).</div><br>=== Adding Symbols in Manual Mode =="2"ALIGN="bottom"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. <li># 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 <a href="../01_QM/103_Data_Sources.html" onclick='window.name=""; return true;' >[[Operating_Data_Sources|Data Sources</a> ]] for additional information. <li># Enter the '''Symbol''' name. <li># Select the '''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;' >[[Setting_Exchanges_%26_ECNs|Exchanges</a> ]] section. <li># Click '''OK'''. <li># 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>
{| class="DIVtabT"| class="DIVtd" width=10% | Tip:| class="DIVtd" | Stock root is Using the same as keyboard, move the stock's name. |}<li>Click '''OK''' selection pointer 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 line containing the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will opensymbol. If a data vendor the selection is not in visible, press 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;Down Arrow' >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 tabbutton twice, corresponding to the type of symbol to selection will be added. <li>Enter all or part of visible on the uppermost symbol name into ; selection with the '''Symbol''' box mouse is simpler and click '''Lookup'''. {| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | Additional search options may can be available depending on data source selected. |}<li>Select achieved by left-clicking the desired symbol(s). <li>Click '''Add'''. <li>Click '''Close''' or continue to search for symbolsline once.
{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | If necessary, <a href="../01_QM/101-01_SettingIndProp.html" onclick=To select several sequential symbols at once keep '''Shift''' pressed and select with '''Up''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'''Down Arrow '''buttons.
Using To select several sequential symbols at once with the keyboardmouse keep '''Shift''' pressed, move the selection pointer to the line containing the symbol. If the selection is not visible, press scroll using the '''Down ArrowVertical Scroll Bar''' button twiceto the required position, the selection will be visible on the uppermost symbol; selection with the mouse is simpler and can be achieved by left-clicking the line onceclick it.
To If you need to select many several non-sequential symbols at onceusing the keyboard, select start on the starting first symbol, press and keep down '''Ctrl '''pressed and move the selection with border to the desired position using the '''Up/Down Arrows''', '''Home/End '''or '''Page Up/Page Down '''buttons, then release press '''CtrlSpace''', press . To perform such selection with the mouse keep '''Shift Ctrl'''pressed and press '''Up/Down '''arrow buttons depending on click the direction of selectingsymbols to be selected.
If you need to select several non-sequential == Deleting Symbol(s) from the Symbol List == To delete one or more symbols using the keyboard, start on the first symbol, press and keep down :# Open '''Ctrl QuoteManager'''and move window#* see [[:Category:QuoteManager#Opening QuoteManager|how]] # Select the selection border symbols to be deleted.# Selected symbols can be deleted by one of the desired position using following methods:#* Click the '''Up/Down ArrowsDelete Symbol''', [[File:QM_delete.png]] icon on the toolbar #* Right-clicking on the selected symbols and then clicking '''Home/EndDelete Symbol''' or #* Selecting '''Page Up/Page DownSymbol''', on the main menu and then press clicking '''SpaceDelete Symbol'''. To perform such selection with #* Pressing the mouse keep '''CtrlDelete''' pressed and click key on the symbols to be selected. keyboard <br>
{| class="DIVtabN"| class="DIVtd" width=10% | NoteFor sorting:| class="DIVtd" | To select all symbols, select # On the '''EditView''' in the main menu and then , click '''Select All''', or use the 'Sort By''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>Select the symbols column to be deletedsort by, i.e. <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.png" WIDTH="24" HEIGHT="24" HSPACE="2"ALIGN="bottom"> icon on # Select the toolbar <li>Rightsorting direction -clicking on the selected symbols and then clicking '''Delete SymbolSort Ascending'''<li>Selecting '''Symbol''' on the main menu and then clicking or '''Delete SymbolSort Descending'''<li>Pressing the '''Delete''' key on the keyboard </ul></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 sortingor: <ol><li>On the '''View''' menu, click '''Sort By'''. <li>Select the column to sort by, i.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. <li># The arrow on the heading indicates the sorting direction; click the column to reverse the sorting direction. <li># Right-click a column heading to call up a context menu with sorting options. See <a href="../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 |Selecting Symbol(s) in Symbol List]] section.</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"br> Two types of a search can be performed: an Incremental search and a Full String search.
An ''Incremental'' search locates == Finding Symbol(s) in Symbol List == Two types of a symbol as the symbol name is typed. Please note that an incremental search can be performed by the signal name only, : an Incremental search and not by any other attributesa Full String search.
To perform an ''Incremental'' search: An <oli>Incremental<li/i>Select ''All Symbols'' in the left panel to search locates a list of all symbols, or select a particular symbol category. <li>Click on any symbol in the right panel. <li>Start typing as the symbol name; as is typed. Please note that an incremental search can be performed by the signal name is being typedonly, the selection will move between symbols seeking for a matchand not by any other attributes. </ol>
{| class="DIVtabN"| class="DIVtd" width=10% | NoteTo perform an <i>Incremental</i> search:| class="DIVtd" | Each consecutive character # Select <i>All Symbols</i> in the left panel to search a list of all symbols, or select a particular symbol name must be typed with an interval of no more category. # Click on any symbol in the one second; right panel. if you pause for more then one second, a new search will be started, for a # Start typing the symbol name beginning with ; as the first character that was name is being typed after a pause of more than , the selection will move between symbols seeking for a secondmatch. |}
To start a new search without waiting for the second to be over, simply press the ESC key. {| 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 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 ''<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 <a href="../01_QM/102_Builtin_DataSources.html" onclick='window.name=""; return true;' >[[:Category:Built-in Sources</a><!-in_Data_Sources|Built-====== subITEM START =============--> <a href="#" class="DropDown" onclick="Outline2()" id=11><img border=0 src="../images/blueup.gif" >Adding Symbols in Manual Mode</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:2.9em"> Datafeeds]]To add a symbol: <ol><libr>On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or
== Selecting Symbol(s) in Symbol List ==
Symbols can be selected by using the keyboard or a mouse.
To select several many sequential symbols at once , select the starting symbol, keep '''ShiftCtrl ''' pressed and select move the selection with the '''Home/End '''or '''Page Up/Page Down '''buttons, then release '''Ctrl''', press '''Shift ''' or and press '''Up/Down Arrow '''arrow buttonsdepending on the direction of selecting.
To select several many sequential symbols at once with the mouse keep '''ShiftCtrl ''' pressed, scroll using the '''Vertical Scroll Bar''' to the required position, and click itthe symbols.
<div style="background-color: #E3FBE5;">Note: To select many sequential all symbols at once with the mouse keep , select '''Ctrl Edit'''pressed in the main menu and then click '''Select All''', or use the symbols'''Ctrl+A''' keyboard shortcut. </div><br>
== 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.
</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]]
