Setting Properties: Difference between revisions
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Data Source, Category, Exchange & ECN, Symbol Name and Symbol Root are the mandatory properties. | Data Source, Category, Exchange & ECN, Symbol Name and Symbol Root are the mandatory properties. | ||
In case the symbol was added [[ | In case the symbol was added [[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. | 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. | 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 [[ | In case the symbol was added [[Operating_Symbol_List#Adding Symbols in Manual Mode|manually]] all mandatory (except '''Symbol Root''') and some optional properties are already set. | ||
all mandatory (except '''Symbol Root''') and some optional properties are already set. | |||
It is possible to modify propeties | It is possible to modify propeties | ||
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The properties are edited in the [[Setting_Properties#Editing an existing symbol properties|'''Edit Symbol''']] window: | The properties are edited in the [[Setting_Properties#Editing an existing symbol properties|'''Edit Symbol''']] window: | ||
== Editing an | == Editing an Existing Symbol Properties == | ||
# | # In '''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> | # 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. | # Set necessary properties. | ||
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or | or | ||
# | # In '''QuoteManager''' select the necessary symbol (see [[Operating_Symbol_List#Selecting Symbol(s) in Symbol List|Selecting Symbol(s) in Symbol list]] section). | ||
# Click the '''Edit Symbol''' | # Click the '''Edit Symbol''' [[File:QM_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> | # 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. | # Set necessary properties. | ||
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or | or | ||
# | # In '''QuoteManager''' select the necessary symbol (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...'''. | # 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> | # 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> | ||
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or | or | ||
# | # In '''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> | # 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. | # Set necessary properties. | ||
== Editing a | === 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 == | |||
After filling information in the | After filling information in the | ||
[[ | [[Operating_Symbol_List#Adding Symbols in Manual Mode|'''Add Symbol''']] | ||
window the '''Edit Symbol''' window appears automatically making possible setting properties. | window the '''Edit Symbol''' window appears automatically making possible setting properties. | ||
<div style="background-color: #F8F6CD;">Important: The '''Category''' property can not be changed for a symbol.</div> | <div style="background-color: #F8F6CD;">Important: The '''Category''' property can not be changed for a symbol.</div> | ||
<br> | |||
<div style="background-color: #F8F6CD;">Important: It is required to set the '''Symbol Root''' property.</div> | <div style="background-color: #F8F6CD;">Important: It is required to set the '''Symbol Root''' property.</div> | ||
<br> | |||
<div style="background-color: #E3FBE5;">Tip: '''Symbol Root''' for stocks is the same as the '''Symbol Root''' property.</div> | <div style="background-color: #E3FBE5;">Tip: '''Symbol Root''' for stocks is the same as the '''Symbol Root''' property.</div> | ||
{| class="wikitable" | {| class="wikitable" | ||
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!'''Description''' | !'''Description''' | ||
|- | |- | ||
|'''Data Source*''' | |'''Data Source*''' | ||
|Category | |Category | ||
|All | |All | ||
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|Category | |Category | ||
|All | |All | ||
|Symbol name is the abbreviation of the underlying asset 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 | |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 data sources. | ||
|- | |- | ||
|'''Symbol Root*''' | |'''Symbol Root*''' | ||
|Category | |Category | ||
|All | |All | ||
|Symbol root is | |Symbol root is the abbreviation of the underlying asset's name. The same underlying asset may have quite different symbol names for different data sources. | ||
|- | |- | ||
|'''Description''' | |'''Description''' | ||
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|'''CUSIP''' | |'''CUSIP''' | ||
|Category | |Category | ||
|Mutual Funds & Stocks | |Mutual Funds & 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. | |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. | ||
|- | |- | ||
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|Category | |Category | ||
|Futures | |Futures | ||
|Amount of money exchange requires to reserve as a deposit for futures trading | |Amount of money exchange requires to reserve as a deposit for futures trading. | ||
|- | |- | ||
|'''Contract Month''' | |'''Contract Month''' | ||
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|Date future or option contract expires. | |Date future or option contract expires. | ||
|- | |- | ||
|'''Expiration Rule''' | |'''Expiration Rule''' | ||
|Category | |Category | ||
|Futures & Options | |Futures & Options | ||
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'''Examples''' | '''Examples''' | ||
<br>'''MinMove / PriceScale''' returns the smallest increment between trades. | <br>'''MinMove / PriceScale''' returns the smallest increment between trades. | ||
<br>'''MinMove / PriceScale * BigPointValue''' returns the | <br>'''MinMove / PriceScale * BigPointValue''' returns the 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> | <div style="background-color: #E5F6FF;">Tip: MultiCharts can display prices in both decimal and fractional format.</div> | ||
<br> | |||
=== Displaying prices in decimal format === | === Displaying prices in decimal format === | ||
# Double click on the symbol in QuoteManager. The '''Edit Symbol''' window will appear. | # Double click on the symbol in QuoteManager. The '''Edit Symbol''' window will appear. | ||
# Select the '''Settings''' tab. | # 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> | # 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 | |align="right"|10000 | ||
|- | |- | ||
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|align="right"|1/1000000 | |align="right"|1/1000000 | ||
|} | |} | ||
=== Displaying prices in fractional format === | === Displaying prices in fractional format === | ||
# Double click on the symbol in QuoteManager. The '''Edit Symbol''' window will appear. | # Double click on the symbol in QuoteManager. The '''Edit Symbol''' window will appear. | ||
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# In the '''Settings Details''' section, select the appropriate '''Price Scale''' from the drop-down list. The following selections are available for fractional format: | # In the '''Settings Details''' section, select the appropriate '''Price Scale''' from the drop-down list. The following selections are available for fractional format: | ||
<br> | <br> | ||
{| | {| class="wikitable" | ||
|'''Fractions with | |'''Fractions with integer numerator''' | ||
|- | |- | ||
|align="right"|1/2 | |align="right"|1/2 | ||
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The numerator of the fraction may have a decimal:<br> | The numerator of the fraction may have a decimal:<br> | ||
<div class="tips"> | <div class="tips"> | ||
<br>10 <sup>23.25</sup>/<sub>32</sub> | <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>10 <sup>23.5 </sup>/<sub>32</sub> | |||
<br>10 <sup>23.75</sup>/<sub>32</sub></div> | |||
<br> | <br> | ||
{| | {| class="wikitable" | ||
|'''Fractions with | |'''Fractions with decimal numerator''' | ||
|- | |- | ||
|align="right"|1/32 and 10th of 32nd | |align="right"|1/32 and 10th of 32nd | ||
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|align="right"|1/64 and Ѕ of 64th | |align="right"|1/64 and Ѕ of 64th | ||
|} | |} | ||
<br> | <br><br> | ||
The "10th", "j", and "S" markings have special meaning.<br><br>Their definitions are laid out in the table below:<br> | The "10th", "j", and "S" markings have special meaning.<br><br>Their definitions are laid out in the table below:<br> | ||
{| | {| class="wikitable" | ||
|- | |- | ||
!Marking | |||
!Decimal representation in numerator | |||
!Fractional Equivalent | |||
|- | |- | ||
|10th | |10th | ||
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<br> | <br> | ||
As shown, | As shown, | ||
"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>"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. | <br>"S" means the decimal in the numerator can be in increments of 0.5. | ||
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|Settings | |Settings | ||
|All | |All | ||
|The maximum price movement allowed during a session ( | |The maximum price movement allowed during a session (has been removed from MultiCharts). | ||
|- | |- | ||
|'''Min. Movement''' | |'''Min. Movement''' | ||
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<br>'''Examples''' | <br>'''Examples''' | ||
<br>MinMove / PriceScale returns the smallest increment between trades. | <br>MinMove / PriceScale returns the smallest increment between trades. | ||
<bt>MinMove / PriceScale * BigPointValue returns the | <bt>MinMove / PriceScale * BigPointValue returns the currency value of the smallest change in price. | ||
|- | |- | ||
|'''Big Point Value''' | |'''Big Point Value''' | ||
|Settings | |Settings | ||
|All | |All | ||
|The | |The 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 currency, 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 of the selected currency. The Big Point Value for a stock such as JDSU is 1, where 1 point of movement represents 1 of the selected currency. | ||
|- | |- | ||
|'''Session setting''' | |'''Session setting''' |