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To set workspace preferencesIn the '''On start''' section select:
# To open Workspaces on startup, select the '''Open Workspaces on Start''' checkbox; clear the checkbox to not open any Workspaces on startup.# To show the '''Workspaces''' tab on software startup, select the '''Show the dialog''' checkbox; clear the checkbox to not display the dialog box.# Specify the workspaces you would like to open:#* Open last active workspace from previous session#:* Open all workspaces from previous session#:* Open prebuilt workspaceworkspaces# To show '''Save Workspace''' dialog box on exit, clear the '''Do not show "Save Workspace" dialog on Exit''' checkbox; select the checkbox to not display the dialog box. If the checkbox is selected, there 2 options:#* Select '''Save workspaces''' if you want them to be saved automatically without your confirmation#* Select '''Do not save open workspaces''' if you want them not to be saved automatically without your confirmation# Windows Deleting. To prompt for a confirmation when a Chart/Scanner Window is closed (deleted), clear the '''Do not prompt for confirmation when I want to close a window''' checkbox; check the box to close all windows without confirmation.# Wizard Options. To open Wizard on software startup, select the '''Run Wizard on Startup''' checkbox; clear the checkbox to not launch it on startup.# Saving Data.#*Select '''Store optimization reports within workspace''' to save report with a workspace (file size will be increased); clear it not to save report with a workspace.#*Select '''Store historical optimization reports''' to keep the previous reports. When this option is unchecked, the previous reports will be deleted on start of the next optimization, as well as the unsaved reports on close of the workspace.
:1. Check ==== Confirmations Settings ====Select to '''Show order require confirmation dialog when placing/cancelling orders using keyboard shortcut''' to prompt for a confirmation when an order is placed/cancelled using keyboard shortcuts; clear the box to avoid confirmation:2. Check * '''Require Order ConfirmationOrders (not applied to Trade Bar)''' to prompt for a confirmation when an order is placed manually on charts, in DOM and Forex Board. Doesn’t apply to orders placed from Trade Bar.:3* '''Close position command''' to prompt for a confirmation when a Close position command is used. Check :* '''Reverse position command'''Require Confirmation to prompt for a confirmation when a Reverse position command is used.:* '''Flatten Everything command''' to prompt for a confirmation when Flatten Everything command is used in the [[Order and Position Tracker]].:4* '''Orders placed/cancelled by the keyboard shortcuts''' to prompt for a confirmation when an order is placed/cancelled using keyboard shortcuts; clear the box to avoid confirmation. ==== Exit Strategies Average Open Position Price ====Select the source of the average entry price for manual exit strategies in '''Exit Strategies Average Open Position Price''':
:5. Select the '''==== Exit Strategies Mode''':====
:6. '''==== Price Order Emulation''' - since '''====Since MultiCharts 12''' it is possible to switch between native and emulated Stop, Limit and Stop-Limit orders in both auto trading and manual trading. <br><div style="background-color: #E3FBE5;">This feature requires realtime real-time data subscription on your broker account. </div> From the dropdown list next to the corresponding order type<br> Select '''Emulate locally using Bid/Ask''' or '''Emulate locally using Trade''' to enable the Stop, Limit or Stop-Limit order emulation for manual trading <br>Select '''Use native''' if using price order emulation is undesirable.<br> <div style="background-color: #E3FBE5;">To apply the changes, disconnect and reconnect the broker profile.</div> When a '''Stop/Limit ''' order is emulated - once the Stop/Limit price level is reached by the corresponding Ask/Bid or Trade prices, a market /limit order is sent to the brokercorrespondingly. <br>When a '''Stop-Limit ''' order is emulated - once the Stop price level is reached by the corresponding Ask/Bid or Trade prices, a Limit order is sent to the broker. In case <br>When Stop, Limit and/or Stop-Limit order emulation is enabled - the emulated OCO group is used, disregard regardless of the broker profile/autotrading auto trading broker plugin plug-in settings.
To enable the Stop, Limit or Stop-Limit order emulation for manual trading select ==== Additional Options ====Check '''Emulate locally using Bid/Ask500 ms delay to avoid double clicking''' or to avoid accidentally placing unnecessary orders.Check '''Emulate locally using TradeShow sleep/hibernation mode warning''' from the dropdown list next to see the corresponding order typewarning when a broker profile is connected. Leave the settings to Check '''Use nativeShow warning when switching to the Risk Management mode''' if using price order emulation is undesirable.In order to apply get the changes one needs to disconnect the broker profile and reconnect itcorresponding warning.
# Clear '''Do not show cancel Managing active orders confirmation dialog when disabling auto trading''' to see the dialog window asking if the pending strategy orders should be cancelled when automated trading is turned off; check the box and select one of the following options to avoid the dialog:#* ''':* Cancel active orders sent by the strategy''',#:* '''Do not cancel active orders sent by the strategy'''.# Clear :* Require manual confirmation '''Do not show close Managing open position confirmation dialog positions when disabling auto trading''' to see the dialog window asking if the opened by strategy position should be closed when automated trading is turned off; check the box and select one of the following options to avoid the dialog:#* ''':* Close the open [[Order and Position Tracker#Strategy Positions tab|position opened by the strategy]]''',#:* '''Do not close the open [[Order and Position Tracker#Strategy Positions tab|position opened by the strategy]]:* Require manual confirmation '''When system resources (GDI/User objects, disc space, physical memory) are running low:'''.:* Show confirmation dialogue:* Stop auto trading without confirmation
==Scanner==In the Scanner tab it is possible to select the way the instruments/rows/groups are inserted into the Scanner. The available options are '''Above Active Cells''' and '''Below Active CellsRequire confirmation for the actions in the Format Objects window'''.
==Currency Conversion==Select toCurrency Conversion functionality is used for converting price values when Base/Preferred Currency is different :* Require confirmation to change the studies' status :* Require confirmation to change the drawings' status :* Require confirmation to remove the instruments:* Require confirmation to remove the signals:* Require confirmation to remove the drawings:* Require confirmation to remove the indicators '''Charting''' Select to:* Remove studies from charts without confirmation:* Enable the symbol currency set [[Using_Studies#Study_Status_Switch|Status switch]] for indicators in QuoteManager. Since MultiCharts 10 Release 3 an alternative currency conversion server can be selected.the status line:* Show the data sources [[Creating_Charts#Merging_Data_Sources_into_a_Single_Chart|merging]] option:* Reverse the [[Time_Scale#Setting_Bar_Spacing|bar spacing]] direction when using mouse
The Currency Conversion settings are accessible from File -> Preferences -> Currency Conversion tabWhen rolling the scroll wheel select to::* Scroll through a chart:* Change bar spacing
* Set '''Currency request timeoutDrawings''' parameter to specify the time value for accessing the Currency Conversion Server. Select the value between 30 and 120 seconds. The default value is 30.* Enable '''Allow calculation if Currency Conversion data is incomplete''' checkbox to retain auto-trading and calculate the signals with the previously received currency conversion data, in case Currency Conversion server cannot be accessed at that moment.* Select the '''Data source''' that will be used for currency conversion from the drop-down list. Limited number of data feeds can be used efficiently for currency conversion (Interactive Brokers, LMAX, MCFX), as they provide continuous Daily Bid Forex historical data.
To use alternative currency conversion sourcesSelect to:* Improve visual appearance of drawing tools: Interactive Brokers, LMAX or MCFX, it’s required to have * Keep the drawings created by a study if a subscription to the needed currency pairs with the selected data vendor.If no alternative data feed study is used, the Default currency conversion server can be chosen. It provides data for currency conversion since 2002.deleted
<div style="background-colorWhen Delete key is pressed for the selected drawing select to:: #E5F6FF;"><u>'''NOTE'''</u>* Delete the drawing: MultiCharts needs to be restarted completely in order to apply any changes made for * Delete the Currency Conversion Server.</div>study that generated it
===Possible Issues==='''Scanner options'''
The message '''“Cannot access Currency Conversion server. Calculation will be stopped.”''' In the Scanner options section it is displayed in case possible to select the Currency Conversion Server cannot be accessed within way the specified timeout. This message indicates that instruments/rows/groups are inserted into the signal calculation will be stopped as there is no data for conversion. Therefore, the signal will be turned off and auto-trading will be disabled. To avoid this, check the box '''Allow calculation if Currency Conversion data is incomplete'''[[Working_with_Grid|Scanner]].
[[CategorySelect to insert rows:Help]]:* Above active cell:* Below active cell
To access the Preferences window, please go to in the main MultiCharts menu click File menu and then select -> Preferences... <br>The window can also be opened by using ALT+F, +F keyboard shortcut sequence.
== Workspaces ==
Workspaces preferences settings determine which workspaces, if any, will be opened on application startup, whether changes to workspaces will be saved on application exit, and if a confirmation prompt will appear when Chart/Scanner Windows are closed.
:* Check '''Show this window''' box for the Preferences window to appear on start of MultiCharts:* Check '''Run wizard''' to open Wizard on software startup In the '''All workspaces''' section check: :* '''Skip the confirmation when closing windows'''. The confirmation window will not appear when the window is closed.:* '''Skip the confirmation when exiting the application'''. The confirmation window will not appear when the application is closed.:* '''Store optimization reports within workspaces'''. Clear it not to save report with a workspace.:* '''Keep the reports from previous optimizations'''. When this option is unchecked, the previous reports will be deleted on start of the next optimization, as well as the unsaved reports on close of the workspace. In the '''On exit''' section select: :* Save the changes on all workspaces:* Do not save any changes on all workspaces:* Ask about saving the changes on each workspace == Data ===== Data Server Mode server mode === Data Server Mode settings affect the whole software (MultiCharts, Portfolio Trader and QuoteManager). This page setting determines whether the software has access to real-time data from a data provider server or it is limited to use only the data that is already stored in the database.# :* Select '''Online: load the locally stored data and connect to a real-time data feed''' to switch software to online mode and get access to data from data vendor servers.<br># Select Check '''Download missing historical data''' to access download the missing historical data from a data provider server or it is limited to use only the data that is already stored in the database; clear the checkbox to work only with real-time data and locally stored data (no historical backfill from data vendor).<br>Check '''Save real-time minute bars to the database''' to save real-time data. If a data vendor provides historical minute data, the feature is not enabled by default and real-time minute data is not saved in the database.<br><div style="background-color: # E5F6FF;"> Next two options are available in MultiCharts 15 Open Beta. </div>Check '''Collect data when QuoteManager is closed''' to collect data even when the QuoteManager window is not running. If any data collecting task is in progress, data will be downloaded until computer shutdown.<br>Check '''Collect data immediately after login''' to launch downloading once you enter the system.<br><div style="background-color: #E3FBE5;">'''Note:''' Remember password and Remember my choice options should be enabled in MultiCharts License Manager and Login window.</div>:* Select '''Offline: Use only the locally stored data''' to work only with historical data that is already saved in the database.No additional data will be requested from the data provider in this case.<br># To show the '''Data Server Mode''' tab on software startupstart, select check the '''Show Data Server Mode dialog box this window on startupstart''' checkbox; clear the checkbox not to display the dialog boxit.<div style="background-color: #E3FBE5;">'''Note''': In order to switch between the modes or turn on/off the "Download missing historical data" box, all workspaces should be closed in all opened instances of MultiCharts, forward testing and auto trading should be stopped in Portfolio Trader and QuoteManager should be closedexited, no [[Time and SalesForex_Board#Forex_Board_Service_Window|Forex Board service window]]should be dectivated, [[Understanding RealPre-Time Market ScannerScanning_and_Watchlist#Scanner_service_window|Service Scannerservice scanner]] should be cleared of all symbols (or [[Dom|DOM]] window also deactivated) and all the Data Collecting tasks should be activatedfinished. </div>
To learn how this page affects data collected in MultiCharts, please read [[Collecting and Saving Data to MultiCharts Database|this article]].
== Charting = Currency conversion ===Charting settings affect Currency Conversion functionality is used for converting price values when Base/Preferred Currency is different from the performance and usability of studies/drawings applied to your chartssymbol currency set in QuoteManager. Since MultiCharts 10 Release 3 an alternative currency conversion server can be selected.# Select The Currency Conversion settings are accessible from File -> Preferences -> Currency Conversion tab: * Set '''Improve visual appearance of drawing tools (no blurriness, but higher CPU usage)Currency request timeout''' parameter to get a better visual appearance but use more resources; clear it to use less resources specify the time value for accessing the Currency Conversion Server. Select the value between 30 and get better performance120 seconds. The default value is 30. # Clear * Enable '''Do not require confirmation when removing a study from a chartAllow calculation if currency conversion data is incomplete''' checkbox to prompt for a confirmation when a study is deleted from a chart; select retain auto trading and calculate the box to delete signals and indicators without confirmationwith the previously received currency conversion data, in case Currency Conversion server cannot be accessed at that moment.# * Select the '''Enable indicator status switch in a status lineData source''' that will be used for currency conversion from the drop-down list. Limited number of data feeds can be used efficiently for currency conversion (Interactive Brokers, LMAX, MCFX), as they provide continuous Daily Bid Forex historical data. To use alternative currency conversion sources: Interactive Brokers, LMAX or MCFX, it’s required to have a subscription to enable functionality of [[Using Studies#Study Status Switch|switching an indicator on and off in the Status Line]]needed currency pairs with the selected data vendor.If no alternative data feed is used, the Default currency conversion server can be chosen. It provides data for currency conversion since 2002. <div style="background-color: # Select E5F6FF;"><u>'''Delete the drawing when Delete is pressed (if unchecked – the study is deleted)NOTE''' </u>: MultiCharts needs to be able restarted completely in order to delete the drawings created by a study without removing the study from apply any changes made for the chartCurrency Conversion Server.</div> # Select '''Do not delete drawings created by a studyPossible Issues''' if a study is deleted to enable the corresponding option.# Clear The message '''Enable data source merging option (allows to merge historical and real-time data from DIFFERENT data sources)“Cannot access Currency Conversion server. Calculation will be stopped.”''' if you use is displayed in case the Currency Conversion server cannot be accessed within the specified timeout. This message indicates that the same signal calculation will be stopped as there is no data source for historical and real-time dataconversion. Merging should Therefore, the signal will be used only in case you are getting historical turned off and real-time data from different data providers (for example, historical data from IQFeed, real-time data from Interactive Brokers)auto trading will be disabled. If you select To avoid this , check the box then [[Creating Charts#Merging Data Sources into a Single Chart|Merging Data Sources into a single Chart]] option in the Chart settings will be available'''Allow calculation if currency conversion data is incomplete'''.
== Trading ==
===General===
# Select '''Show Error pop-up alert''' to enable alerting when any errors in MultiCharts working occur; clear the checkbox to disable alerting.
# Select '''Sound Alerts''' to enable alerting when a broker profile is connected/disconnected, position is opened/closed, an order is filled, cancelled, rejected; clear the checkbox to disable alerting. Affects both auto trading and manual trading.
===Manual Trading Options===
:* received from broker;
:* calculated based on order(s) execution price.
:* '''First to Position, then to Orders''' - this is a combination of the 2 modes described below. The first exit strategy order works according to “[[Preferences#All to Positions|All to Positions]]” mode logic, all other exit orders work according to “[[Preferences#All to Orders|All to Orders]]” mode logic.
:* '''All to Position''' - whenever an exit strategy is used (whether it is an auto-attached exit strategy or it was manually dragged and dropped it onto an open position on the chart), the number of contracts of the exit strategy always depends on number of contracts of current open position and the exit strategy can be cancelled or vice versa, not placed at all, if an open position is closed or there is possibility of overfill (it can be cancelled manually).
Similar to this case if you enter with an order + auto attached stop loss and then you place another order in opposite direction with attached profit target, the position will be closed, but both stop loss order and profit target orders will stay active, because they are not bound to open position in this mode. </div>
===Auto Trading Options===
===Currency Options===
Select one of the available currencies to see open [[Chart Trading#PnL and Current Position|profit and loss values on charts]] and profit and loss values in [[Order and Position Tracker#Open Positions Tab|Order and Position Tracker]] window in '''Preferred Currency'''.
== Directories = Fail-Watch and Trading System Warnings ===If you are satisfied with the current performance, do not observe any issues in the operation and consider any [[Fail-Watch_and_Trading_System_Warnings|alert]] excessive, you can change the timeout or completely disable the [[Fail-Watch_and_Trading_System_Warnings|alerts]]. == Misc == '''Directories''' Directories tab section determines the location of MultiCharts Database, Cache files, Studies, Logs and [[Order_and_Position_Tracker|Order and Position Tracker ]] data. It is possible change the directories and [[How to Move MultiCharts Database, Studies and Logs from C Drive (Starting from 8.7 Version)|move all this to a different location]].
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