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QuoteManager

662 bytes added, 14:27, 28 January 2022
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QuoteManager is a useful tool for managing and customizing your database.<br>
To open '''QuoteManager''':
=== Exporting Data ===
One can export data from one, several selected or all symbols into an ASCII or QMD file via '''File -> Export Data ''' or by right-clicking the symbol -> Export Data<br>
See the [[Exporting Data]] page for more info.
=== Importing Data ===
One can import data into a symbol from an ASCII or QMD file via '''File -> Import Data ''' or by right-clicking the symbol -> Import Data<br>
See the [[Importing Data]] page for more info.
=== Importing Symbol List ===
A text file that contains a list of symbols and their parameters can be imported instead of adding symbols one by one.<br>
To import a symbol list, go to '''File -> Import Symbol List or use the CTRL+L keyboard shortcut'''.<br>
See the [[Import Symbol List]] page for more info.
=== Mapping ASCII ===
This tool can be used to indicate the path to a file populated with data. That will allow the program to find the file automatically, convert it into the necessary format based on the preset configuration and display the data every time a chart is created.<br>To use this tool, go to '''File -> Map ASCII'''<br>
See the [[Mapping ASCII]] page for more info.
=== Clearing Cache ===
Cache stores data downloaded from the data feed server until it is saved to the local database after all MultiCharts processes are restarted or the [[QuoteManager#Flushing_Cached_Data_to_Database|Flush Cached Data to Database ]] option is used.<br>To clear the cache, select the symbol and go '''Edit -> Clear Cache'''.<br>See the [[Data Cache]] page for more info.
=== Editing Data ===
Each parameter can be adjusted by clicking on the corresponding lot.<br>
Click '''Add''' to add another data line at the end of the list.<br>
Click '''Insert''' to add another data line below the select selected one.<br>
Click '''Delete''' to erase the selected data line.<br>
Click '''Find''' to look for the data line with the specified parameter.<br>
=== Flushing Cached Data to Database ===
Save the cached data to the database on demand without closing down all the platform processes via '''Edit -> Flush Cached Data to Database'''
=== Connecting Symbols ===
Start collecting real-time data for the selected symbol without plotting a char chart via '''Edit -> Connect Symbol'''.<br>
To stop collecting, go '''Edit -> Disconnect Symbol'''.
=== Data Sources ===
In the Data Sources menu one can configure ('''Settings...''' button) and activate/desctivate deactivate available data sources.<br>
Select the data source to see the link to the connection guide and general info.<br>
See the [https://www.multicharts.com/trading-software/index.php/Category:Built-in_Data_Sources Built-in Data Sources] category for configuration instructions for each data feed.
== Managing Instruments ==
=== Editing Instruments ===
Select a symbol and go '''Instrument -> Edit Instrument ''' to open the symbol settings.<br>
=== Adding Instruments ===
Instruments can be added manually and from data source (the correct symbol parameters will be provided by data feed): via '''Instrument -> Add Symbol'''<br>
See the [[Operating_Symbol_List#Adding_Symbol.28s.29_to_Symbol_List|Adding Symbol(s) to Symbol]] List section for more info.
=== Adding Custom Futures ===
Custom Futures is a symbol combined from the individual futures contracts available in QuoteManager. It is a convenient solution in case continuous futures data is not provided by the data feed.<br>
Go '''Instrument -> Add Custom Futures ''' to create a custom futures instrument.<br>
See the [[Custom Futures]] page for more info.
=== Deleting Instruments ===
Select the required symbol in the symbol list -> '''Instrument -> Delete Symbol'''<br>
See the [[Operating_Symbol_List#Deleting_Symbol.28s.29_from_the_Symbol_List|Deleting Symbol(s) from the Symbol List]] section for more info.
=== Downloading Historical Data ===
Historical Data Downloader allows downloading historical data from the data provider without plotting a chart.<br>
Select the required symbol in the symbol list -> '''Instrument -> Download Historical Data ''' to select the required parameters for downloading historical data.
== Customizing QuoteManager window ==
=== Sort By ===
Select one of the sorting criteria: '''Symbol''', '''Description''', '''Exchange Listed''', '''Category''', '''Data Source''', '''Collect RT Data w/o Plotting''', '''Historical Data Download Status'''.<br>
Set the sorting order: '''Sort Ascending''', '''Sort Descending'''
=== Filter ===
One can select to view all symbols or a certain category/exchange by clicking the corresponding title in the Filter window.
 
=== Find ===
Search the symbol list via '''Edit -> Find'''.<br>
Select the column to search from the '''In column''' dropdown box.<br>
Enter the object to search for in the '''Find''' field.
 
[[Category:QuoteManager]]

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