Operating Symbol List: Difference between revisions
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→Adding Symbol from Data Vendor Supplied List
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For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built-in Datafeeds]] | For details on specific data vendor symbols, see [[:Category:Built-in_Data_Sources|Built-in Datafeeds]] | ||
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# Open '''QuoteManager''' window | # Open '''QuoteManager''' window | ||
#* see [[:Category:QuoteManager#Opening QuoteManager|how]] | #* see [[:Category:QuoteManager#Opening QuoteManager|how]] | ||
# | # In the '''Instrument''' menu select '''Add Symbol'''. | ||
# Select '''From Data Source'''. | # Select '''From Data Source'''. | ||
# Choose a data source from the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will open.<br>If a data vendor is not in the list: | # Choose a data source from the '''Data Source '''list; the '''Insert Symbols into Portfolio''' window will open.<br>If a data vendor is not in the list: | ||
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# Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''.<br><div style="background-color: #E3FBE5;">Note: Additional search options may be available depending on data source selected.</div> | # Enter all or part of the symbol name into the '''Symbol''' box and click '''Lookup'''.<br><div style="background-color: #E3FBE5;">Note: Additional search options may be available depending on data source selected.</div> | ||
# Select the desired symbol(s). | # Select the desired symbol(s). | ||
# Click '''Add'''. A message that you have added it to your database should appear. | # Click '''Add'''. A message that you have added it to your database should appear. Click '''Add All''' to add all symbols that appeared as the result of the search.<div style="background-color: #E3FBE5;">Note: If there is a message '''“You must create *** exchange first”''', it means that a symbol that is added has an exchange that is not in the list of exchanges in QuoteManager. All that you need to do is to add the required exchange to the list with correct corresponding abbreviation (see [[Setting Exchanges & ECNs]]). </div> | ||
# Click '''Close''' or continue to search for symbols. | |||
# Click '''Close''' or continue to search for symbols. <br><div style="background-color: #E3FBE5;">Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not recommended).</div> | |||
<br><div style="background-color: #E3FBE5;">Note: If necessary, [[Setting_Properties|Symbol Properties]] can be changed (not recommended).</div> | |||
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=== Adding Symbols in Manual Mode === | |||
To add a symbol: | |||
# Open '''QuoteManager''' window | |||
#* see [[:Category:QuoteManager#Opening QuoteManager|how]] | |||
# On the '''Symbol''' menu, select '''Add Symbol''', then click '''Manually''', or <br>Click the '''Add Symbol''' [[File:QM_addsymbol.png]] icon on the toolbar. | |||
# Select a '''Data Source''' from the list. If the desired data vendor is not listed, it could be that the vendor is not installed. See [[Operating_Data_Sources|Data Sources]] for additional information. | |||
# Enter the '''Symbol''' name. | |||
# Select the '''Category''' from the list. | |||
# Select the '''Exchange''' from the list. If the desired exchange is not listed, see the [[Setting_Exchanges_%26_ECNs|Exchanges]] section. | |||
# Click '''OK'''. | |||
# Enter the symbol '''Root'''. <br><span style="background-color: #E5F6FF;">Tip: Stock root is the same as the stock's name.</span> | |||
# Click '''OK''' to add symbol with current properties or set [[Setting_Properties|Symbol Properties]]. | |||
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# Select the symbols to be deleted. | # Select the symbols to be deleted. | ||
# Selected symbols can be deleted by one of the following methods: | # Selected symbols can be deleted by one of the following methods: | ||
#* Click the '''Delete Symbol''' | #* Click the '''Delete Symbol''' [[File:QM_delete.png]] icon on the toolbar | ||
#* Right-clicking on the selected symbols and then clicking '''Delete Symbol''' | #* Right-clicking on the selected symbols and then clicking '''Delete Symbol''' | ||
#* Selecting '''Symbol''' on the main menu and then clicking '''Delete Symbol''' | #* Selecting '''Symbol''' on the main menu and then clicking '''Delete Symbol''' | ||
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<br><div style="background-color: #E3FBE5;">Note: Column width can also be resized by using the mouse.</div> | <br><div style="background-color: #E3FBE5;">Note: Column width can also be resized by using the mouse.</div> | ||
[[Category: | [[Category:Setting Symbols]] |