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Operating Portfolios

3,969 bytes added, 18:38, 7 February 2012
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Use Windows Explorer or another program to delete the Portfolio file as you would any other Windows file.
 
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== Understanding the Symbols Table ==
 
A table of portfolio symbols is displayed in the Symbols section. The symbols are displayed under two categories: Tradable Symbols and Information Symbols.
 
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'''Tradable Symbols'''
 
Tradable symbols are the symbols for which the orders are generated. Tradable symbols are listed in the first column of the table, '''data1'''.
 
Unless [[<span style="color: red;">'''LINK'''</span>PortfolioEntriesPriority]] function is specified within a strategy, the order, in which the symbols are listed in the Symbols Table, determines the entry priority for the symbols, with the symbols at the top of the table having a higher priority.
 
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'''Informational Symbols'''
 
Informational symbols are the symbols that may be required by the strategy's logic to make trading decisions.
 
For example, if the strategy's logic references S&P 500 Index to make trading decisions for 3M, the S&P 500 Index symbol must be listed in as an Informational symbol, in addition to the 3M symbol being listed as a Tradable symbol. Up to four informational symbols can be used for each tradable symbol; informational symbols must be listed in the '''data2''' through '''data5''' columns, in the same row as the tradable symbol for which they are intended.
 
=== Adding Symbols to the Symbol List table: ===
 
: <div style="background-color: #E3FBE5;">Note: Informational symbols can only be added to a row that already contains a tradable symbol.</div>
 
: To add a symbol:
 
:# Select the cell where the symbol is to be added.
:# Open the '''Select Symbol''' window by one of the following methods:
:#* Double-click the cell, and then click the http://www.multicharts.com/img/wiki/portfolio/ellipse.gif button, or
:#* Right-click the cell, and then click '''Format Symbol'''.
:# Select a data feed from the '''Data Source''' drop-down list box.
:# Select a symbol from the list of available symbols in the '''All Symbols''' tab, or use the category tabs to list only a particular category of symbols. <br>The list can be sorted by any column, in ascending or descending order, by clicking on the column header.<br><br>
::: If the symbol isn't in the list, please see [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="1"; |Adding Symbols to Symbol List]] for more information.<br><br>
::: '''''Selecting Multiple Symbols'''''
::: Multiple symbols can be selected in the '''Select Symbol''' window and added to the Symbol List.
::: New rows will be automatically inserted in to the table.
::: '''To select a group of adjacent symbols:'''
:::# Select the symbol on one end of the group.
:::# While holding the SHIFT key, select the symbol on the other end of the group. The entire group will be selected.
::: '''To select multiple symbols one-by-one:'''
:::# Hold down the CTRL key and select each symbol.
:::# To cancel the selection, hold down the CTRL key and select the symbol again.<br><br>
::5. Click '''OK''' to add symbol(s) to the table.<br><br>
:: Symbols can also be entered directly into each cell. Symbols are already in the QuoteManager database will show up in blue. Unrecognized symbols will show up in red, indicating that they must to be added to the [[<span style="color: red;">'''LINK'''</span> /101_Symbol_List.html name="1"; |Symbol List]]
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=== Working with Symbol List table ===
 
: To delete a row,
:# Right-click on any cell in the row.
:# Select '''Delete Row'''.<br><br>
:To insert a row,
:# Right-click on the '''Data1''' cell in the row above which the new row is to be inserted.
:# Select '''Move Down'''. A new row will be inserted. <br><br>
:A symbol can be copied from a cell using the CTRL+C keyboard shortcut, and pasted to a cell using CTRL+V keyboard shortcut. <br>The symbol can also be pasted to all cells of a column. To paste a symbol to all sells of a column, select the entire column by clicking the column header, and then paste the symbol to any of the selected cells.
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