<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> Symbol List is a list of commonly used financial instruments. Modern-day investors need easy access to any of the trading vehicles.
<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.
Adding * The program must function with numbers of symbols manually is appropriate when the exact symbol name is known and the list in tens of symbols is not available from the thousands * Rapid data vendor. For instanceaccess, with DDE there is no way to download a listwhich means powerful search, sorting, and the user is supposed to know the exact name for the query. selection capabilities * Convenient adding and editing of data* Simple data backup and restore * Minimal setup and maintenance effort <br>
In all other cases, adding symbols manually is ''not recommended''== Adding Symbol(s) to Symbol List ==To start working with a symbol, as parameters in addition to the symbol name may must be required by added to the ''data vendor''symbol list. When a symbol is added Adding can be done manually or from a list, provided by downloaded from the data vendor, all required parameters are set automatically.
For details on specific Adding symbols manually is appropriate when the exact symbol name is known and the list of symbols is not available from the data vendor symbols. For instance, see <with DDE there is no way to download a href="../01_QM/102_Builtin_DataSources.html" onclick='window.list, and the user is supposed to know the exact 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:2for the query.9em"> To add a symbol: <ol><li>On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or
Click the '''Add Symbol'''In all other cases, adding symbols manually is <IMG src="../images/toolbar/QM/01_AddSymbol.png" WIDTH="24" HEIGHT="24" HSPACE="2"ALIGN="bottom"i> icon on the toolbar. not recommended<li/i>Select a '''Data Source''' from , as parameters in addition to the list. If the desired data vendor is not listed, it could symbol name may be that required by the vendor is not installed. See <a href="../01_QM/103_Data_Sources.html" onclick='window.name=""; return true;' i>Data Sourcesdata vendor</ai> for additional information. <li>Enter the '''Symbol''' name. <li>Select the '''Category''' When a symbol is added from the a list. <li>Select , provided by the '''Exchange''' from the list. If the desired exchange is not listeddata vendor, see the <a href="../01_QM/104_Exchanges.html" onclick='window.name=""; return true;' >Exchanges</a> section. <li>Click '''OK'''. <li>Enter the symbol '''Root'''all required parameters are set automatically.
For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built-in Datafeeds]]
<br>
{| 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 # Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]]# In the '''SymbolInstrument''' 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.<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. Click '''Add All''' to add all symbols that appeared as the result of the search.<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.
If a data vendor is not in the list: <ul><libr>data source does not support a symbol list (the symbol must be <a hrefdiv style="../01_QM/101_Symbol_List.htmlbackground-color: #E3FBE5;" onclick='window.name="1=11"; return true;' >added manually</a>) <li>data source is currently deactivated Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (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 usedrecommended). </ul><lidiv>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. |}<libr>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.
Using === Adding Symbols in Manual Mode ===To add a symbol: # Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]]# On the keyboard'''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', move or <br>Click the selection pointer to '''Add Symbol''' [[File:QM_addsymbol.png]] icon on the line containing toolbar.# Select a '''Data Source''' from the symbollist. If the selection desired data vendor is not visiblelisted, press it could be that the vendor is not installed. See [[Operating_Data_Sources|Data Sources]] for additional information. # Enter the '''Symbol'Down Arrow''name. # Select the ' button twice''Category''' from the list. # Select the '''Exchange''' from the list. If the desired exchange is not listed, see the selection will be visible on [[Setting_Exchanges_%26_ECNs|Exchanges]] section.# Click '''OK'''.# Enter the uppermost symbol'''Root'''. <br><span style="background-color: #E5F6FF; selection with ">Tip: Stock root is the mouse is simpler and can be achieved by left-clicking same as the line oncestock's name.</span># Click '''OK''' to add symbol with current properties or set [[Setting_Properties|Symbol Properties]]. <br>
To select several sequential symbols at once keep '''Shift''' pressed and select with '''Up''' == Selecting Symbol(s) in Symbol List == Symbols can be selected by using the keyboard or '''Down Arrow '''buttonsa mouse.
To select several sequential symbols at once with Using the keyboard, move the selection pointer to the line containing the symbol. If the selection is not visible, press the mouse keep '''ShiftDown Arrow''' pressedbutton twice, scroll using the '''Vertical Scroll Bar''' to selection will be visible on the uppermost symbol; selection with the required position, mouse is simpler and click itcan be achieved by left-clicking the line once.
To select many several sequential symbols at once, select the starting symbol, keep '''Ctrl Shift'''pressed and move the selection select with the '''Home/End Up'''or '''Page Up/Page Down '''buttons, then release '''Ctrl''', press '''Shift '''and press '''Up/Down Arrow '''arrow buttons depending on the direction of selecting.
To select many several sequential symbols at once with the mouse keep '''Ctrl Shift'''pressed , scroll using the '''Vertical Scroll Bar''' to the required position, and click the symbolsit.
If you need to To select several non-many sequential symbols using the keyboardat once, start on select the first starting symbol, press and keep down '''Ctrl '''pressed and move the selection border to with the desired position using the '''Up/Down Arrows''', '''Home/End''' or '''Page Up/Page Down'''buttons, then release '''Ctrl''', press '''SpaceShift '''. To perform such selection with the mouse keep and press '''CtrlUp/Down ''' pressed and click arrow buttons depending on the symbols to be selecteddirection of selecting.
To select many sequential symbols at once with the mouse keep '''Ctrl '''pressed and click the symbols.
{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | To If you need to select all several non-sequential symbolsusing the keyboard, select '''Edit''' in start on the main menu first symbol, press and then click '''Select All''', or use the keep down '''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 and move the Symbol List</A><DIV id="ExpCol" class="collapsed" selection 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 desired position using the '''Delete SymbolUp/Down Arrows'''<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 SymbolHome/End'''<li>Selecting or '''SymbolPage Up/Page Down''' on the main menu and , then clicking press '''Delete SymbolSpace'''<li>Pressing . To perform such selection with the mouse keep '''DeleteCtrl''' key on pressed and click 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 ordersymbols to be selected.
For sorting<div style="background-color: <ol#E3FBE5;"><li>On the Note: To select all symbols, select '''ViewEdit''' in the main menu, and then click '''Sort BySelect All'''. <li>Select , or use the column to sort by, i.e. '''SymbolCtrl+A'''keyboard shortcut. <li/div>Select the sorting direction - '''Sort Ascending''' or '''Sort Descending'''. </olbr>-or-
<ol><li>Click == Deleting Symbol(s) from the Symbol List == To delete one or more symbols:# Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager|how]] # Select the corresponding column heading symbols to sort by that columnbe deleted. <li>The arrow on # Selected symbols can be deleted by one of the heading indicates following methods:#* Click the sorting direction; click the column to reverse '''Delete Symbol''' [[File:QM_delete.png]] icon on the sorting direction. toolbar <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=clicking on the selected symbols and then clicking '''Delete Symbol''window.name="2"; return true;' >#* Selecting '''Symbol(s) in ''' on the main menu and then clicking '''Delete Symbol List</a> section. '''</ol></DIV><!--====== MENU ITEM END =============--><!--====== MENU ITEM START =============-->#* Pressing the '''Delete''' key on the keyboard <a href="#" class="DropDown" onclick="Outline2()" id=5br><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 search can be performed: an Incremental search and a Full String search.
An ''Incremental'' search locates a symbol as == Sorting the symbol name Symbol List == The list is typedsorted based on the contents of one of the available columns. Please note that an incremental search can be performed by the signal name onlyFor example, text data is sorted alphabetically, and not by any other attributesbut months in calendar order.
To perform an For sorting: # On the '''IncrementalView''' menu, click '' search: <ol><li>Select 'Sort By'All Symbols'' in . # Select the left panel column to search a list of all symbolssort by, or select a particular symbol categoryi.e. <li>Click on any symbol in the right panel'''Symbol'''. <li>Start typing # Select the symbol name; as the name is being typed, the selection will move between symbols seeking for a matchsorting direction - '''Sort Ascending''' or '''Sort Descending'''. </ol>
{| class="DIVtabN"| class="DIVtd" width=10% | Noteor:| 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. |}
# Click the corresponding column heading to sort by that column. To start a new search without waiting for # The arrow on the heading indicates the sorting direction; click the second column to be over, simply press reverse the ESC keysorting 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>
== Finding Symbol(s) in Symbol List ==
Two types of a search can be performed: an Incremental search and a Full String search.
{| class="DIVtabT"| class="DIVtd" width=10% | Example:| class="DIVtd" | To An <i>Incremental</i> search for AMD, type '''locates 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''', symbol as the first symbol, beginning with name is typed. Please note that an incremental search can be performed by the character “m”signal name only, will be located insteadand not by any other attributes. |}
A ''Full String'' To perform an <i>Incremental</i> search can be used : # Select <i>All Symbols</i> in the left panel to find multiple search a list of all symbols that satisfy , or select a particular symbol category. # Click on any symbol in the right panel. # Start typing the search criteriasymbol name; as the name is being typed, the selection will move between symbols seeking for a match.
To perform a ''Full String'' search<div style="background-color: <ol#E3FBE5;"><li>Select ''All Symbols'' Note: Each consecutive character in the left panel to search a list symbol name must be typed with an interval of all symbols, or select a particular symbol category. <li>Select '''Edit''' in no more the main menu, and one second; if you pause for more then click '''Find'''one second, or use the CTRL+F keyboard shortcut; a '''Find''' dialog box new search will open. <li>In the '''Find what''' text boxbe started, enter for a string to search for. <li>In symbol name beginning with the '''In column''' list box, select the column to search infirst character that was typed after a pause of more than a second. <li/div>Click '''Find Next''' to begin the search. <li>To continue start a new search without waiting for the searchsecond to be 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.
</ol>
{| 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.
<br><div style="background-color: #E3FBE5;">Note: Column width can also be resized by using the mouse.</div>
[[Category:Setting_SymbolsSetting Symbols]]