Operating Symbol List
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Operating Symbol List
Symbol List is a list of commonly used financial instruments. Modern-day investors need easy access to any of the trading vehicles. QM has been developed based on those needs, the basic requirements being:
- The program must function with numbers of symbols in tens of thousands
- Rapid data access, which means powerful search, sorting, and selection capabilities
- Convenient adding and editing of data
- Simple data backup and restore
- Minimal setup and maintenance effort
Adding Symbol(s) to Symbol List
- On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or Click the '''Add Symbol''' icon on the toolbar.
- 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 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, see the Exchanges section.
- Click '''OK'''.
- Enter the symbol '''Root'''. {| class="DIVtabT" | class="DIVtd" width=10% | Tip: | class="DIVtd" | Stock root is the same as the stock's name. |}
- Click '''OK''' to add symbol with current properties or set Symbol Properties.
- On the '''Symbol''' 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.
If a data vendor is not in the list:
- data source does not support a symbol list (the symbol must be added manually)
- data source is currently deactivated (the data source should be activated)
- data source is not supported (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'''. {| class="DIVtabN" | class="DIVtd" width=10% | Note: | class="DIVtd" | Additional search options may be available depending on data source selected. |}
- Select the desired symbol(s).
- Click '''Add'''.
- Click '''Close''' or continue to search for symbols. {| class="DIVtabN" | class="DIVtd" width=10% | Note: | class="DIVtd" | If necessary, Symbol Properties can be changed (not recommended). |}
Selecting Symbol(s) in Symbol List
Deleting Symbol(s) from the Symbol List
- Select the symbols to be deleted.
- Selected symbols can be deleted by one of the following methods:
- Click the '''Delete Symbol''' icon on the toolbar
- Right-clicking on the selected symbols and then clicking '''Delete Symbol'''
- Selecting '''Symbol''' on the main menu and then clicking '''Delete Symbol'''
- Pressing the '''Delete''' key on the keyboard
- On the '''View''' menu, click '''Sort By'''.
- Select the column to sort by, i.e. '''Symbol'''.
- Select the sorting direction - '''Sort Ascending''' or '''Sort Descending'''.
- Click the corresponding column heading to sort by that column.
- The arrow on the heading indicates the sorting direction; click the column 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 section.
Finding Symbol(s) in Symbol List
- Select ''All Symbols'' in the left panel to search 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 name is being typed, the selection will move between symbols seeking for a match.
- Select ''All Symbols'' in the left panel to search a list of all symbols, or select a particular symbol category.
- Select '''Edit''' in the main menu, and then click '''Find''', or use the CTRL+F keyboard shortcut; a '''Find''' dialog box will open.
- In the '''Find what''' text box, enter a string to search for.
- In the '''In column''' list box, select the column to search in.
- Click '''Find Next''' to begin the search.
- To continue the search, click '''Find Next''' again.
- 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.
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