Symbol Mapping

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Symbol Mapping is a universal symbol name translation tool between data feeds and brokers. Very often data feeds and brokers have different names for the same symbol and orders can get rejected because of incorrect symbol reference. Thanks to Symbol Mapping tool it is possible to use any combination of data feeds and brokers. It helps to route your order to the broker, and to receive order status.

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Symbol Mapping Example #1

Chart Symbol is EURUSD.FXCM from IQFeed. The broker is PFGBest. Default Symbol Mapping is not correct: Broker Symbol name should be changed.

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Click the Lookup button 3.png in the Broker Symbol column to select the correct symbol.

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Symbol Mapping Example #2

Chart symbol is MSFT from IQFeed. The broker is Interactive Brokers. Correct Symbol Mapping configuration:

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When you select the Chart Symbol and the Broker Symbol they can have different exchange settings.

In this example, SMART is the exchange where MultiCharts sends orders. The rest of the exchanges are potential exchanges where the order can be executed. Order statuses are received from one of the exchanges in the Broker Symbol column.

Configuring Symbol Mapping

To configure Symbol Mapping

  • Access Symbol Mapping Settings Window by one of the following methods:
    • In the main menu select File, then point to Broker Profiles and click Symbol Mapping…
    • Right-click on one of the Broker Profiles on the Trade Bar to see the shortcut menu and click Symbol Mapping…
    • Right-click on the DOM at the right or at the left of the price ladder to see the shortcut menu and click Symbol Mapping…
    • Right-click on the Chart Trading Panel to see the shortcut menu and click Symbol Mapping…
    • Click on the arrow at the left of the SA/AA button 6.png to call context menu and click Symbol Mapping…

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  • Choose the broker profile in the Broker Profile box (ссылка на Broker Profiles )
    • To add a new line in the Symbol Mapping window click Add.
    • To delete an existing line from the Symbol Mapping window click Remove

Configure Chart Symbol

Chart Symbol column on the left side of the Symbol Mapping window allows managing data source symbols.

To choose the Chart Symbol:

  • Click on the Lookup button 3.png in the Chart Symbol column.
  • Select a data feed from the Data Source drop-down list box.
  • Select a symbol from the list of available symbols in All Instruments tab, or use the category tabs to list only a particular category of symbols; the list can be sorted by any column, in ascending or descending order, by clicking on the column header. Double-click the symbol, or click OK to select the symbol.
  • If there is no instrument you are looking for in the list, click the Add button. Insert Symbol Into Portfolio window will be opened. It is important to add instrument From Data Source with predefined correct settings. If the data vendor doesn't support wizard for adding symbols, a warning message "Please run QuoteManager to add the symbol manually." pops up. To find out more about adding instruments, see Adding symbols to database.

Configure Broker Symbol

Broker Symbol column on the right side of the Symbol Mapping window allows to choose a symbol at the broker.

To choose the Broker symbol:

  • Click on the Lookup button 3.png in the Broker Symbol column.
  • Select a symbol from the list of available symbols in All Instruments tab, or use the category tabs to list only a particular category of symbols; the list can be sorted by any column, in ascending or descending order, by clicking on the column header. Double-click the symbol, or click OK to select the symbol.
  • If there is no instrument you are looking for in the list, click the Add button. Insert Symbol Into Portfolio window will be opened. It is important to add instrument From Data Source with predefined correct settings. If the data vendor doesn't support wizard for adding symbols, a warning message "Please run QuoteManager to add the symbol manually." pops up. To find out more about adding instruments, see Adding symbols to database.
  • To edit a broker symbol click the Edit button 9.png on the right side of the Broker Symbol column.
  • Broker Symbol can be configured automatically using the Chart Symbol settings in the Quote Manager by clicking the Auto button 10.png on the right side of the Broker Symbol column.
    Note: Automatic configuration should be enough when data feed and broker are the same, but may require some modification if data source and broker are different. If you use Interactive Brokers, or Trading Technologies as your broker make sure that you add symbols From Data Source in Quote Manager (see Operating Symbol List).
  • To save your symbol mapping configuration you should click Apply or OK.