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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 data vendor symbols, see <a href="../01_QM/102_Builtin_DataSources.html" onclick== Adding Symbol from Data Vendor Supplied List ===To add a symbol: # Open '''QuoteManager'''window#* see [[:Category:QuoteManager#Opening QuoteManager|how]]# In the '''Instrument''' menu select '''Add Symbol'''.name=""; return true# Select '''From Data Source'''. # Choose a data source from the '''Data Source '''list;the '''Insert Symbols into Portfolio''' window will open.<br>Built-If a data vendor is not in Sources</the list: #* data source does not support a>symbol list (the symbol must be [[Operating_Symbol_List#Adding Symbols in Manual Mode|added manually]]) <!--====== subITEM START =============--> #* data source is currently deactivated (the data source should be [[Operating_Data_Sources#Activating Data Sources|activated]])      <a href="#" class="DropDown" onclick="Outline2* data source is not supported ([[:Category:Built-in_Data_Sources|Built-in Datafeeds]] should be used)" id=11><img border=0 src=".# Select a tab, corresponding to the type of symbol to be added./images/blueup# Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''.gif" >Adding Symbols in Manual Mode</Abr><DIV id="ExpCol" class="collapsed" border="0" div style="paddingbackground-leftcolor:2.9em#E3FBE5;"> To add a symbolNote: Additional search options may be available depending on data source selected.<ol/div><li>On # Select the desired symbol(s). # Click '''SymbolAdd''' menu, select . A message that you have added it to your database should appear. Click '''Add SymbolAll''' 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”''', then click 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 '''ManuallyClose''', or continue to search for symbols.

Click the '''Add Symbol'''<IMG srcbr><div style="../images/toolbar/QM/01_AddSymbol.png" WIDTH="24" HEIGHT="24" HSPACE="2"ALIGN="bottombackground-color: #E3FBE5;"> icon on the toolbar. <li>Select a '''Data Source''' from the list. Note: If the desired data vendor is not listednecessary, it could [[Setting_Properties|Symbol Properties]] can be that the vendor is changed (not installedrecommended). See <a href="../01_QM/103_Data_Sources.html" onclick='window.name=""; return true;' div>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 '''OK'''. <li>Enter the symbol '''Root'''.

{| class="DIVtabT"| class="DIVtd" width=10% | TipAdding Symbols in Manual Mode ===To add a symbol:# Open '''QuoteManager''' window#* see [[:Category:QuoteManager#Opening QuoteManager| class="DIVtd" | how]]Stock root is # On the same as the stock's name. |}<li>Click ''Symbol''' menu, select '''Add Symbol''', then click '''OKManually''' to add symbol with current properties , or set <a href="../01_QM/101-01_SettingIndProp.html" onclick=br>Click the ''window.name=""; return true;' >Add Symbol Properties</a>''' [[File:QM_addsymbol.png]] icon on the toolbar. </ol></DIV><!--====== subITEM END =============--><!--====== subITEM START =============-->      <# Select a href="#" class="DropDown" onclick="Outline2()" id=12><img border=0 src="'''Data Source''' from the list.If the desired data vendor is not listed, it could be that the vendor is not installed./images/blueup.gif" >Adding Symbol from See [[Operating_Data_Sources|Data Vendor Supplied List</A><DIV id="ExpCol" class="collapsed" border="0" style="padding-left:2Sources]] for additional information.9em"> To add a symbol: <ol><li>On # Enter the '''Symbol''' menu, select name. # Select the '''Add SymbolCategory'''from the list. <li># Select the '''Exchange''' from the list. If the desired exchange is not listed, see the [[Setting_Exchanges_%26_ECNs|Exchanges]] section.# Click '''From Data SourceOK'''. <li>Choose a data source from # Enter the symbol '''Data Source Root'''list. <br><span style="background-color: #E5F6FF; ">Tip: Stock root is the same as the stock's name.</span># Click '''Insert Symbols into PortfolioOK''' window will opento add symbol with current properties or set [[Setting_Properties|Symbol Properties]]. <br>

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>Selecting Symbol(s) <li>data source is currently deactivated (the data source should be <a hrefin Symbol List ="../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 Symbols can be used). </ul><li>Select a tab, corresponding to selected by using the type of symbol to be added. <li>Enter all keyboard or part of the symbol name into the '''Symbol''' box and click '''Lookup'''a mouse.

{| class="DIVtabN"| class="DIVtd" width=10% | Note:| class="DIVtd" | Additional search options may be available depending on data source selected. |}<li>Select Using the keyboard, move the selection pointer to the line containing the desired symbol(s). <li>Click If the selection is not visible, press the '''AddDown 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. <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=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 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.

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.

<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>

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 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 == Finding Symbol(s) in Symbol List == Two types of a search can be performed: an ''Incremental'' search: <ol><li>Select ''All Symbols'' in the left panel to and a Full String 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 An <i>Incremental</i> search locates a symbol as the symbol name must be is typed with . Please note that an interval of no more the one second; if you pause for more then one second, a new incremental search will can be startedperformed by the signal name only, for a symbol name beginning with the first character that was typed after a pause of more than a secondand not by any other attributes. |}

To start a new perform an <i>Incremental</i> search without waiting for : # Select <i>All Symbols</i> in the second left panel to be oversearch a list of all symbols, simply press or select a particular symbol category. # Click on any symbol in the ESC keyright panel. # Start typing the symbol name; as the name is being typed, the selection will move between symbols seeking for a match.

{| class<div style="DIVtabTbackground-color: #E5F6FF;"| 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]]