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Setting Properties

1,093 bytes added, 10:44, 23 September 2020
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Data Source, Category, Exchange & ECN, Symbol Name and Symbol Root are the mandatory properties.
In case the symbol was added [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="1=12"; Operating_Symbol_List#Adding Symbol from Data Vendor Supplied List|from a list supplied by data vendor]]
all mandatory and most optional properties are already set according to data vendor requirements.
It is possible to modify propeties only after the symbol is [[Setting_Properties#Editing an existing symbol properties|already added]] to the symbol list.
In case the symbol was added [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="1=11"; Operating_Symbol_List#Adding Symbols in Manual Mode|manually]] all mandatory (except '''Symbol Root''') and some optional properties are already set.
It is possible to modify propeties
The properties are edited in the [[Setting_Properties#Editing an existing symbol properties|'''Edit Symbol''']] window:
== Editing an existing symbol properties Existing Symbol Properties ==
# DoubleIn '''QuoteManager''' double-click the necessary symbol in the symbol list.
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div>
# Set necessary properties.
or
# Select In '''QuoteManager''' select the necessary symbol (see [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="2"; Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section).# Click the '''Edit Symbol''' http[[File://www.multicharts.com/img/wiki/toolbar/QM/02_EditSymbolQM_Edit Symbol.png ]] icon on the toolbar.
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div>
# Set necessary properties.
or
# Select In '''QuoteManager''' select the necessary symbol (see [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="2"; Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section).
# Under menu select '''Symbol''' and click '''Edit Symbol...'''.
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div>
or
# RightIn '''QuoteManager''' right-click on necessary symbol and select '''Edit Symbol...'''.
# Select appropriate tab in the '''Edit Symbol''' window opened.<br><div style="background-color: #E3FBE5;">Note: First tab name dynamically changes according to the symbol category set.</div>
# Set necessary properties.
=== Editing Properties of Several Symbols ===  It is possible to configure identical settings for several symbols. To do so: # In '''QuoteManager''' select the necessary symbols (see [[Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section).# Click '''Edit Symbol''' [[File:QM_Edit Symbol.png]] icon on the toolbar.# Select appropriate tab in the '''Edit Symbol''' window opened.# Set necessary properties. or # In '''QuoteManager''' select the necessary symbols (see [[Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section).# Under menu select '''Symbol''' and click '''Edit Symbol...'''.# Select appropriate tab in the '''Edit Symbol''' window opened.# Set necessary properties. or # In '''QuoteManager''' select the necessary symbols, right-click on them and select '''Edit Symbol...'''.# Select appropriate tab in the '''Edit Symbol''' window opened.# Set necessary properties. Multiple Symbols Editing window the following settings can be configured: * In '''Settings''' tab symbol settings can be configured. Exchange & ECN's or custom settings can be selected.* In '''Sessions''' tab sessions of the symbols can be set.* In '''Common Information''' tab data source and symbols root for the selected instruments can be selected and specified. == Editing a new symbol properties New Symbol Properties ==
After filling information in the
[[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="1=11"; Operating_Symbol_List#Adding Symbols in Manual Mode|'''Add Symbol''']]
window the '''Edit Symbol''' window appears automatically making possible setting properties.
<br>
<div style="background-color: #E3FBE5;">Tip: '''Symbol Root''' for stocks is the same as the '''Symbol Root''' property.</div>
<br>
 
{|style="border-collapse: collapse; border-width: 1px; border-style: solid; border-color: #000"
!style="border-style: solid; border-width: 1px"|'''Property'''
!style="border-style: solid; border-width: 1px"|'''Tab'''
!style="border-style: solid; border-width: 1px"|'''Category Applicable'''
!style="border-style: solid; border-width: 1px"|'''Description'''
{| class="wikitable"
!'''Property'''
!'''Tab'''
!'''Category Applicable'''
!'''Description'''
|-
|'''Data &nbsp;Source*'''
|Category
|All
|Data source to receive the data for the symbol from. It is possible to have several symbols with the same underlying asset (name) fed from different data source. 
|-
|'''Symbol Name*'''
|Category
|All
|Symbol name is the abbreviation of the underlying asset 's name i.e. ticker name. Symbol names may vary for different data source. The same underlying asset may have quite different symbol names for different datas data sources. 
|-
|'''Symbol Root*'''
|Category
|All
|Symbol root is a the abbreviation of the underlyingasset' s name. The same underlying asset may have quite different symbol names for different datas data sources. 
|-
|'''Description'''
|Category
|All
|Description is the full name for the asset. Usually it is a name of the corporation, financial entity or instrument that the symbol is based on. 
|-
|'''CUSIP'''
|Category
|Mutual &nbsp;Funds & nbsp;&&nbsp;Stocks|CUSIP (Committee on Uniform Securities Identification Procedures) is a unique nine-character identification number, for each class of security approved for trading in the U.S., to facilitate clearing and settlement. 
|-
|'''Margin'''
|Category
|Futures
|Amount of money exchange requires to reserve as a deposit for futures trading (in percents)
|-
|'''Contract Month'''
|Bonds, Futures & Options
|Delivery/expiration month of a security.
 
|-
|'''Contract Year'''
|Bonds, Futures & Options
|Delivery/expiration year of a security.
 
|-
|'''Expiration Date'''
|Futures & Options
|Date future or option contract expires.
 
|-
|'''Expiration &nbsp;Rule'''
|Category
|Futures & Options
|Expiration rules are quite different for different types of futures and options.
 
 
|-
|'''Expiration Status'''
|Futures & Options
|Status displays if the contract is expired or not.
 
|-
|'''Strike Price'''
|Options
|Option strike price.
 
|-
|'''Option Type'''
|Options
|Option type (Call or Put).
 
|-
|'''Price Scale'''
|Settings
|All
|Returns a numeric expression representing the fractional portion of a full point move for a particular symbol. The PriceScale value is represented by a whole number. For example; E.g. the PriceScale of the E-Mini S&P is100, which represents the fractional portion
of a full point move for the E-Mini S&P.
Any stock would also have a PriceScale of 100. 1 / PriceScale = Minimum price increment.
 
'''Examples'''
<br>'''MinMove / PriceScale''' returns the smallest increment between trades.
<br>'''MinMove / PriceScale * BigPointValue''' returns the dollar currency value of the smallest change in price. 
<div style="background-color: #E5F6FF;">Tip: MultiCharts can display prices in both decimal and fractional format.</div>
<br>
=== Displaying prices in decimal format ===
 
# Double click on the symbol in QuoteManager. The '''Edit Symbol''' window will appear.
# Select the '''Settings''' tab.
# In the '''Settings Details''' section, select the appropriate '''Price Scale''' from the drop-down list. The following selections are available for decimal format: <br><br> {|class="wikitable"
|align="right"|10000
|-
|}
=== Displaying prices in fractional format == =
# Double click on the symbol in QuoteManager. The '''Edit Symbol''' window will appear.
# Select the '''Settings''' tab.
# In the '''Settings Details''' section, select the appropriate '''Price Scale''' from the drop-down list. The following selections are available for fractional format:
<br>
{|class="wikitable"|'''Fractions with <br>integer numerator'''
|-
|align="right"|1/2
|}
<br>
 The numerator of the fraction may have a decimal:<br>
<div class="tips">
<br>10 <sup>23.25</sup>/<sub>32</sub><br>10 <sup>23.5 </sup>/<sub>32</sub><br>10 <sup>23.75</sup>/<sub>32</sub></div>
<br>
 {|class="wikitable"|'''Fractions with <br>decimal numerator'''
|-
|align="right"|1/32 and 10th of 32nd
|align="right"|1/64 and Ѕ of 64th
|}
<br><br>
The "10th", "j", and "S" markings have special meaning.<br><br>Their definitions are laid out in the table below:<br>
<br>The "10th", "j", and {| class="Swikitable" markings have special meaning.  Their definitions are laid out in the table below:<br> {|
|-
|!Marking|!Decimal representation in numerator|!Fractional Equivalent
|-
|10th
<br>
As shown,
<br>"10th" means the decimal in the numerator can be in increments of 0.1.
<br>"j" means the decimal in the numerator can be in increments of 0.25.
<br>"S" means the decimal in the numerator can be in increments of 0.5.
However, the price scale on chart will still be in fractional format.
<div style="background-color: #E3FBE5;">Note: If the price scale of the symbol is already in decimal format and it is changed to fractional format, the chart must be reloaded for the fractional format to appear.</div><br> 
|-
|'''Daily Limit'''
|Settings
|All
|The maximum price movement allowed during a session (currently is not used in has been removed from MultiCharts). 
|-
|'''Min. Movement'''
<br>Any stock would have a MinMove of 1, which represents the minimum price move of any stock which is .01
MinMove
<br>'''Examples'''<br>MinMove / PriceScale returns the smallest increment between trades.<bt>MinMove / PriceScale * BigPointValue returns the dollar currency value of the smallest change in price. 
|-
|'''Big Point Value'''
|Settings
|All
|The dollar currency value represented by a full point of price movement. In the case of stocks, the Big Point Value is usually 1, in that 1 point of movement represents 1 dollarcurrency, however it may vary. For example, the Big Point Value for the S&P Futures is 250, where 1 point of price movement represents 250 dollarsof the selected currency. The Big Point Value for a stock such as JDSU is 1, where 1 point of movement represents 1 dollarof the selected currency.  
|-
|'''Session setting'''
|Sessions
|All
|Learn more about [[<span style="color: red;">'''LINK'''</span> /106_CustomSessionTemplates.html name=""; Setting_Custom_Session_Templates|custom session templatesCustom Session Templates]].
|}