QuoteManager: Difference between revisions
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QuoteManager is a useful tool for managing and customizing your database.<br> | |||
To open '''QuoteManager''': | To open '''QuoteManager''': | ||
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=== Exporting Data === | === 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> | 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. | See the [[Exporting Data]] page for more info. | ||
=== Importing Data === | === 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> | 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. | See the [[Importing Data]] page for more info. | ||
=== Importing Symbol List === | === 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> | 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 symbol list, go to File -> Import Symbol List | To import a symbol list, go to '''File -> Import Symbol List'''.<br> | ||
See the [[Import Symbol List]] page for more info. | See the [[Import Symbol List]] page for more info. | ||
=== Mapping ASCII === | === Mapping ASCII === | ||
This tool can be used to indicate the path to a file populated with data.<br> | 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> | To use this tool, go to '''File -> Map ASCII'''<br> | ||
See the [[Mapping ASCII]] page for more info. | 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> | |||
=== 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 chart via '''Edit -> Connect Symbol'''.<br> | |||
To stop collecting, go '''Edit -> Disconnect Symbol'''. | |||
== Tools == | == Tools == | ||
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=== Data Sources === | === Data Sources === | ||
In the Data Sources menu one can configure ('''Settings...''' button) and activate/ | In the Data Sources menu one can configure ('''Settings...''' button) and activate/deactivate available data sources.<br> | ||
Select the data source to see the link to the connection guide and general info.<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. | 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. | ||
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== Managing Instruments == | == Managing Instruments == | ||
=== Editing Instruments === | === Editing Instruments === | ||
Select a symbol and go Instrument -> Edit Instrument to open the symbol settings.<br> | Select a symbol and go '''Instrument -> Edit Instrument''' to open the symbol settings.<br> | ||
=== Adding Instruments === | === Adding Instruments === | ||
Instruments can be added manually and from data source (the correct symbol parameters will be provided by data feed) | 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. | 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 === | === 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. | 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> | Go '''Instrument -> Add Custom Futures''' to create a custom futures instrument.<br> | ||
See the [[Custom Futures]] page for more info. | See the [[Custom Futures]] page for more info. | ||
=== Deleting Instruments === | === Deleting Instruments === | ||
Select the required symbol in the symbol list -> Instrument -> Delete Symbol<br> | 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. | 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 === | === Downloading Historical Data === | ||
Historical Data Downloader allows downloading historical data from the data provider without plotting a chart.<br> | 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. | Select the required symbol in the symbol list -> '''Instrument -> Download Historical Data''' to select the required parameters for downloading historical data. | ||
== Customizing QuoteManager window == | == Customizing QuoteManager window == | ||
One can adjust the QuoteManager window via the View menu. | One can adjust the QuoteManager window via the '''View''' menu. | ||
=== Sort By === | === Sort By === | ||
Select one of the sorting criteria: Symbol, Description, Exchange Listed, Category, Data Source, Collect RT Data w/o Plotting.<br> | 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''' | |||
Set the sorting order: Sort Ascending, Sort Descending | |||
=== Columns === | === Columns === | ||
One can select, reorder and set width for the displayed columns.<br> | One can '''select''', '''reorder''' and '''set width''' for the displayed columns.<br> | ||
Check the boxes or use '''Show''' and '''Hide''' buttons to set columns to be displayed in QuoteManger.<br> | |||
Use the '''Move Up''' and '''Move Down''' buttons to reorder the columns.<br> | |||
Press '''Reset''' to go back to the default settings.<br> | |||
Set the width for the selected column by putting the desired pixel amount. Column size can also be manually adjusted. | |||
=== 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]] | |||
