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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, sortingwith DDE there is no way to download a list, and selection capabilities <li>Convenient adding and editing of data <li>Simple data backup and restore <li>Minimal setup and maintenance effort the user is supposed to know the exact name for the query.

</ul><!--====== MENU ITEM START =============For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built->in Datafeeds]]<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"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.

=== Adding symbols 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 appropriate when 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 exact 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 known and 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 is . <br><div style="background-color: #E3FBE5;">Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not available 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. For instanceis not listed, with DDE there it could be that the vendor is no way to download a 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, and see the [[Setting_Exchanges_%26_ECNs|Exchanges]] section.# Click '''OK'''.# Enter the user symbol '''Root'''. <br><span style="background-color: #E5F6FF;">Tip: Stock root is supposed to know the exact same as the stock's name for the query. </span># Click '''OK''' to add symbol with current properties or set [[Setting_Properties|Symbol Properties]]. <br>

In all other cases, adding symbols manually is ''not recommended'', as parameters == Selecting Symbol(s) in addition to the symbol name may Symbol List == Symbols can be required selected by using the ''data vendor''. When keyboard or a symbol is added from a list, provided by the data vendor, all required parameters are set automaticallymouse.

For details on specific data vendor symbolsUsing the keyboard, see <a href="move the selection pointer to the line containing the symbol../01_QM/102_Builtin_DataSources.html" onclick='window.name=""; return true;' >Built-in Sources</a><!--====== 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"> To add a symbol: <ol><li>On If the '''Symbol''' menuselection is not visible, select press the '''Add SymbolDown Arrow'''button twice, then click '''Manually''', or 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.

Click the To select several sequential symbols at once keep '''Add SymbolShift'''<IMG src="../images/toolbar/QM/01_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;' >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;' >Exchanges</a> section. <li>Click pressed and select with '''OKUp'''. <li>Enter the symbol or '''RootDown Arrow '''buttons.

{| class="DIVtabT"| class="DIVtd" width=10% | Tip:| class="DIVtd" | Stock root is To select many sequential symbols at once, select the same as the stockstarting symbol, keep 's name. |}<li>Click ''Ctrl 'OK''' to add symbol pressed and move the selection 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 '''SymbolHome/End ''' menu, select or '''Add SymbolPage Up/Page Down '''. <li>Select buttons, then release '''From Data SourceCtrl'''. <li>Choose a data source from the , press '''Data Source Shift '''list; the and press '''Insert Symbols into PortfolioUp/Down ''' window will openarrow buttons depending on the direction of selecting.

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 To select many sequential symbols at once with the mouse keep '''SymbolCtrl ''' box pressed and click '''Lookup'''the symbols.

{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | Additional search options may be available depending If you need to select several non-sequential symbols using the keyboard, start on data source selected. |}<li>Select the first symbol, press and keep down '''Ctrl '''and move the selection border to the desired symbol(s). <li>Click position using the '''Up/Down Arrows''', '''Home/End''' or '''Page Up/Page Down''', then press '''AddSpace'''. <li>Click To perform such selection with the mouse keep '''CloseCtrl''' or continue pressed and click the symbols to search for symbolsbe selected.

{| class<div style="DIVtabNbackground-color: #E3FBE5;"| class="DIVtd" width=10% | >Note:| class="DIVtd" | If necessaryTo select all symbols, select '''Edit''' in the main menu and then click '''Select All''', <a href="../01_QM/101-01_SettingIndProp.html" onclick=or use the '''Ctrl+A''window.name=""; return true;' >Symbol Properties</a> can be changed (not recommended)keyboard shortcut. |}</ol></DIV><!--====== subITEM END =============--></DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--div><a href="#" class="DropDown" onclick="Outline2()" id=2><img border=0 src="../images/blueup.gif" br>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.

Using == Deleting Symbol(s) from the keyboard, move Symbol List == To delete one or more symbols:# Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]] # Select the selection pointer symbols to be deleted.# Selected symbols can be deleted by one of the line containing following methods:#* Click the symbol'''Delete Symbol''' [[File:QM_delete. If png]] icon on the selection is not visible, press toolbar #* Right-clicking on the selected symbols and then clicking '''Delete Symbol'Down Arrow''#* Selecting '''Symbol''' button twice, the selection will be visible on the uppermost symbol; selection with the mouse is simpler main menu and can be achieved by left-then clicking '''Delete Symbol'''#* Pressing the line once. '''Delete''' key on the keyboard <br>

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

To select several sequential symbols at once with For sorting: # On the mouse keep '''ShiftView''' pressedmenu, scroll using click '''Sort By'''. # Select the column to sort by, i.e. '''Vertical Scroll BarSymbol''' to . # Select the required position, and click itsorting direction - '''Sort Ascending''' or '''Sort Descending'''.

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 # Click the corresponding column heading to sort by that column. # The arrow on the heading indicates the mouse keep '''Ctrl '''pressed and sorting direction; click the symbolscolumn to reverse the sorting direction. # 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. <br>

If you need to select several non-sequential symbols using the keyboard, start on the first symbol, press == Finding Symbol(s) in Symbol List == Two types of a search can be performed: an Incremental search 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 selecteda Full String search.

{| 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. |}perform an </DIVi>Incremental<!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============--/i>search: # Select <a href="#" class="DropDown" onclick="Outline2()" id=3i>All Symbols<img border=0 src="../images/blueup.gif" i>Deleting Symbol(s) from in the Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> To delete one panel to search a list of all symbols, or more symbols: <ol><li>Select the symbols to be deletedselect a particular symbol category. <li>Selected symbols can be deleted by one of the following methods: <ul><li># Click on any symbol in the '''Delete Symbol'''<IMG src=".right panel./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()" id=4><img border=0 src="../images/blueup.gif" >Sorting Start typing the Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:1.5em"> The list is sorted based on symbol name; as the contents of one of the available columns. For example, text data name is sorted alphabeticallybeing typed, but months in calendar orderthe selection will move between symbols seeking for a match.

For sorting<div style="background-color: <ol#E3FBE5;"><li>On Note: Each consecutive character in a symbol name must be typed with an interval of no more the '''View''' menuone second; if you pause for more then one second, click '''Sort By'''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. <li/div>Select To start a new search without waiting for the column second to sort bybe over, i.e. '''Symbol'''. <li>Select simply press the sorting direction - '''Sort Ascending''' or '''Sort Descending'''ESC key. </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 Symbol(s) in Symbol List</A><DIV id="ExpCol" class="collapsed" border="0" div style="paddingbackground-leftcolor:1.5em#E5F6FF;"> 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: <ol><li>Select ''All Symbols'' in the left panel to search a list of all symbols, or select a particular symbol category. <li>Click on any symbol in the right panel. <li>Start typing the symbol name; as the name is being typed, the selection will move between symbols seeking for a match. </ol> {| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | 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.   {| 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]]