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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

'''Operating Symbol List'''* The program must function with numbers of symbols in tens of thousands * Rapid data access, which means powerful search, sorting, and selection capabilities <note>Symbol List is a list * Convenient adding and editing of commonly used financial instruments. </note>data* Simple data backup and restore Modern-day investors need easy access to any of the trading vehicles. * Minimal setup and maintenance effort

<br>QM has been developed based on those needs, Adding symbols manually is appropriate when the exact symbol name is known and the basic requirements being: <ul><li>The program must function with numbers list of symbols in tens of thousands <li>Rapid is not available from the data accessvendor. For instance, 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) with DDE there is no way to Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> To start working with download a symbollist, and the symbol must be added user is supposed to know the symbol list. Adding can be done manually or from a list, downloaded from exact name for the data vendorquery.

Adding In all other cases, adding symbols manually is appropriate when <i>not recommended</i>, as parameters in addition to the exact symbol name is known and the list of symbols is not available from may be required by the <i>data vendor</i>. For instance, with DDE there When a symbol is no way to download added from a list, and provided by the user is supposed to know the exact name for the querydata vendor, all required parameters are set automatically.

In all other cases, adding For details on specific data vendor symbols manually is ''not recommended'', as parameters see [[:Category:Built-in_Data_Sources|Built-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. Datafeeds]]<br>

For details on specific === 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 symbolsis 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, see 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><a hrefdiv style="background-color: #E3FBE5;">Note: Additional search options may be available depending on data source selected..</01_QM/102_Builtin_DataSourcesdiv># Select the desired symbol(s).html" onclick=# Click '''Add'''window.nameA message that you have added it to your database should appear. :: <div style="background-color: #E3FBE5;"; return true;' >Built-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 SourcesQuoteManager. All that you need to do is to add the required exchange to the list with correct corresponding abbreviation (see [[Setting Exchanges & ECNs]]). </adiv># Click '''Close''' or continue to search for symbols. <!--====== subITEM START =============--br>      <a hrefdiv style="background-color: #E3FBE5;" class="DropDown" onclick="Outline2>Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not recommended)" id=11.</div><img borderbr>==0 src="../images/blueup.gif" >Adding Symbols in Manual Mode</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:2.9em"> To add a symbol: <ol><li># 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'''<IMG src="../images/toolbar/QM/01_AddSymbol[[File:QM_addsymbol.png" WIDTH="24" HEIGHT="24" HSPACE="2"ALIGN="bottom"> ]] 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 the line containing the 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 If the selection is not visible, press the '''SymbolDown Arrow''' menubutton twice, select '''Add Symbol'''. <li>Select '''From Data Source'''. <li>Choose a data source from the '''Data Source '''listselection will be visible on the uppermost symbol; selection with the mouse is simpler and can be achieved by left-clicking the '''Insert Symbols into Portfolio''' window will openline once.

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=To select several sequential symbols at once keep '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;Shift' >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 pressed and select with '''SymbolUp''' box and click or '''LookupDown Arrow '''buttons.

{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | Additional search options may be available depending on data source selected. |}<li>Select To select several sequential symbols at once with the desired symbol(s). <li>Click mouse keep '''AddShift'''. <li>Click pressed, scroll using the '''CloseVertical Scroll Bar''' or continue to search for symbolsthe required position, and click it.

{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | If necessaryTo select many sequential symbols at once, <a href="..select the starting symbol, keep '''Ctrl '''pressed and move the selection with the '''Home/01_QMEnd '''or '''Page Up/101-01_SettingIndProp.html" onclick=Page Down '''buttons, then release '''Ctrl''', press '''Shift '''and press ''window.name=""; return true;' >Symbol Properties<Up/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 Down '''arrow buttons depending on the keyboard or a mousedirection of selecting.

Using the keyboard, move the selection pointer to the line containing the symbol. If the selection is not visible, press To select many sequential symbols at once with the mouse keep '''Down ArrowCtrl ''' button twice, the selection will be visible on the uppermost symbol; selection with the mouse is simpler pressed and can be achieved by left-clicking click the line oncesymbols.

To If you need to select several non-sequential symbols at once using the keyboard, start on the first symbol, press and keep down '''ShiftCtrl ''' pressed and select with move the selection border to the desired position using the '''Up/Down Arrows''', '''Home/End''' or '''Page Up/Page Down Arrow '''buttons, 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 several sequential all symbols at once with , select '''Edit''' in the mouse keep main menu and then click '''ShiftSelect All''' pressed, scroll using or use the '''Vertical Scroll BarCtrl+A''' to the required position, and click itkeyboard shortcut. </div><br>

== Deleting Symbol(s) from the Symbol List == To select many sequential delete one or more symbols at once, select the starting symbol, keep :# Open '''Ctrl QuoteManager'''pressed and move window#* see [[:Category:QuoteManager#Opening QuoteManager|how]] # Select the symbols to be deleted.# Selected symbols can be deleted by one of the selection with following methods:#* Click the '''Home/End Delete Symbol'''or [[File:QM_delete.png]] icon on the toolbar #* Right-clicking on the selected symbols and then clicking '''Page Up/Page Down Delete Symbol'''buttons, then release #* Selecting '''CtrlSymbol''', press on the main menu and then clicking '''Shift Delete Symbol'''and press #* Pressing the '''Up/Down Delete'''arrow buttons depending key on the direction of selecting. keyboard <br>

To select many sequential symbols at once with == Sorting the mouse keep '''Ctrl '''pressed and click Symbol List == The list is sorted based on the symbolscontents of one of the available columns. For example, text data is sorted alphabetically, but months in calendar order.

If you need to select several non-sequential symbols using For sorting: # On the keyboard, start on the first symbol, press and keep down '''Ctrl View'''and move the selection border to the desired position using the menu, click '''Up/Down ArrowsSort By'''. # Select the column to sort by, i.e. '''Home/EndSymbol''' or . # Select the sorting direction - '''Page Up/Page DownSort Ascending''', then press '''Space'''. To perform such selection with the mouse keep or '''CtrlSort Descending''' pressed and click the symbols to be selected.

{| class="DIVtabN"# Click the corresponding column heading to sort by that column. | class="DIVtd" width=10% | Note:| class="DIVtd" | To select all symbols, select '''Edit''' in # The arrow on the heading indicates the main menu and then sorting direction; click '''Select All''', or use the '''Ctrl+A''' keyboard shortcutcolumn to reverse the sorting direction. |}</DIV><!# Right--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--><click a column heading to call up a href="context menu with sorting options. See [[#" class="DropDown" onclick="Outline2()" id=3><img border=0 src="../images/blueup.gif" >Deleting Selecting Symbol(s) from the in 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 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.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 </ul></ol></DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--><a href="#" class="DropDown" onclick="Outline2(s)" id=4><img border=0 src="../images/blueup.gif" >Sorting the in Symbol List]] section.</Abr><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: <ol><li>On the '''View''' menu, click '''Sort By'''. <li>Select the column to sort by, i.e. '''== Finding Symbol(s) in Symbol'''. List == <li>Select the sorting direction - '''Sort Ascending''' or '''Sort Descending'''Two types of a search can be performed: an Incremental search and a Full String search. </ol>-or-

An <oli>Incremental<li/i>Click the corresponding column heading to sort by that column. <li>The arrow on search locates a symbol as 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.symbol name="2"; return true;' >Selecting Symbol(s) in Symbol List</a> sectionis typed. </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="padding-left:1.5em"> Two types of a Please note that an incremental search can be performed: an Incremental search by the signal name only, and a Full String searchnot by any other attributes.

An ''To perform an <i>Incremental'' </i> search: # Select <i>All Symbols</i> in the left panel to search locates 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 symbol name is being typed. Please note that an incremental search can be performed by , the signal name only, and not by any other attributesselection will move between symbols seeking for a match.

To perform an ''Incremental'' search<div style="background-color: <ol#E3FBE5;"><li>Select ''All Symbols'' Note: Each consecutive character in a symbol name must be typed with an interval of no more the left panel to one second; if you pause for more then one second, a new search will be started, for a list symbol name beginning with the first character that was typed after a pause of all symbols, or select more than a particular symbol categorysecond. <li/div>Click on any symbol in the right panel. <li>Start typing To start a new search without waiting for the symbol name; as the name is being typedsecond to be over, simply press the selection will move between symbols seeking for a matchESC key. </ol>

{| class<div style="DIVtabN"| class="DIVtd" width=10% | Notebackground-color:| class="DIVtd" | Each consecutive character in a symbol name must be typed with an interval of no more the one second#E5F6FF; 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.   {| class="DIVtabT"| class="DIVtd" width=10% | >Example:| class="DIVtd" | 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”"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 perform a ''<i>Full String'' </i> search: <ol># Select <lii>Select ''All Symbols'' </i> in the left panel to search a list of all symbols, or select a particular symbol category. <li># 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 a string to search for. <li># In the '''In column''' list box, select the column to search in. <li># Click '''Find Next''' to begin the search. <li># To continue the search, click '''Find Next''' again. </ol>A previously performed search can be repeated by simply pressing the F3 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.   To customize the Symbol List: <ol><li>On the '''View '''menu, click '''Columns'''. <li>Select the checkboxes, corresponding to the columns to be displayed. <li>Use the '''Move Up '''and the '''Move Down '''buttons to change the order in which the columns are displayed. <li>Enter the desired width, in pixels, in to the '''The selected column should be N pixels '''box.

{| 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(); }

[[Category:Setting_Symbols]][[Category:QuoteManager]][[Category:HelpSetting Symbols‎]]