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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.
=== Deleting Data ===
Select the symbol and go '''Edit -> Delete Data'''.<br>
Check the corresponding boxes to clear data for certain '''Quote Field''' and '''Resolution'''.<br>
Click '''Check All''' to select all the checkboxes.
=== 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 ===
To manually adjust data stored in the database, select the symbol and go '''Edit -> Edit Data'''.<br>
Set the Data Settings by selecting the required '''Resolution''', '''Field''' and '''Time Zone''' from the dropdown boxes.<br>
Set the required Data Range using the '''Start''' and '''End''' fields.<br>
Click '''Load''' to display the data that conforms to the set parameters in the Data field.<br>
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 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>
Click '''Select All''' to select all available data lines.<br>
Click '''Copy''' to copy the values in the selected data line.<br>
See the [[Editing Data]] page for more info.
=== 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'''
=== Collecting Data ===
Data collected using this option is saved directly into your database.<br>Check your [[Preferences#Data_server_mode|'''Data server mode''']] settings to make sure data collecting starts/continues according to your needs.
To collect values for a symbol, right-click it → '''Collect''':
* Click '''Historical Data''' to open '''Historical Data Downloader''' and download values for the required period.
* Click '''Real-time data (Level 1)''' to start collecting real-time values for required fields and resolutions.
* Click '''Real-time DOM data (Level 2)''' to start collecting Level 2 values.<br>Collected values can be used for [[How_to_Use_Simulated_Trading|Advanced Simulated Trading]] once enough data is accumulated in your database.
== Tools ==
=== 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.
=== Historical Data Downloader Logs ===
One can open the HistoryLoaderScheduler folder to see and manage stored files.
=== Data Collecting Progress ===
This window displays symbols that collect real-time data and historical data downloading for sample symbols.
* '''OHLC''' – Level 1 data that can be used to plot charts
* '''L2''' – Level 2 data that can be used for [[How_to_Use_Simulated_Trading|Advanced Simulated Trading]]
* '''SL''' - Status Line data
On the right side you can see each symbol’s status:
* '''Off''' – data is not being collected
* '''Connecting''' – MultiCharts requested data from your data provider and waits for the response
* '''X quotes''' – indicates the amount of collected values
Click the '''gear icon''' next to the symbol to open collection settings. Here you can change resolutions and fields that are collected for the symbol.<br>Click the '''cross''' to stop collecting data for the selected symbol.
To manage the symbol list or groups of symbols, click the gear icon at the top:
* '''Add''' new symbols to start collecting data for them
* '''Delete''' symbols from the list to stop collecting data for them
* '''Select All''' or '''Select None''' to manage symbols in bulk
* '''Select resolution and quote field''' to collect values for
== Managing Instruments ==
=== Editing Instruments ===
Select a symbol and go '''Instrument -> Edit Instrument ''' to open the symbol settings.<br>See the [[Setting Properties]] page for more info.
=== 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'''
=== Event Log ===
Enable the '''Event Log''' to see the messages related to data feed connection and data requests.
=== 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]]
