Difference between revisions of "Working with Symbols"
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To add a new symbol to the Scanner window: | To add a new symbol to the Scanner window: | ||
− | # Access '''Format | + | # Access '''Format Instruments''' dialog window: |
#* Press F5 key on the keyboard, or | #* Press F5 key on the keyboard, or | ||
#* Select '''Symbol''' in the main menu then select '''Symbol''', or | #* Select '''Symbol''' in the main menu then select '''Symbol''', or | ||
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# Select a data feed in the '''Data Source''' drop-down list box. | # Select a data feed in the '''Data Source''' drop-down list box. | ||
# Delete the text, if any, in the '''Symbol/Description''' drop-down list. | # Delete the text, if any, in the '''Symbol/Description''' drop-down list. | ||
− | #: The text is used to filter available symbols. If there is text, then only symbols that contain the text will be available.<br><div style="background-color: #E5F6FF;">Learn more about [[ | + | #: The text is used to filter available symbols. If there is text, then only symbols that contain the text will be available.<br><div style="background-color: #E5F6FF;">Learn more about [[Operating_Symbol_List#Adding Symbol(s) to Symbol List|Adding Symbols]] to QuoteManager Symbol List</div> |
# Select a symbol from the list of available symbols in '''All Symbols''' tab. | # Select a symbol from the list of available symbols in '''All Symbols''' tab. | ||
#: <div style="background-color: #E5F6FF;">Tip: Use the category tabs to list only a particular category of symbols.</div> | #: <div style="background-color: #E5F6FF;">Tip: Use the category tabs to list only a particular category of symbols.</div> | ||
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#:* Using the Ctrl+A keyboard shortcut to select all symbols. | #:* Using the Ctrl+A keyboard shortcut to select all symbols. | ||
# Сlick '''OK''', to create a chart with the default settings. | # Сlick '''OK''', to create a chart with the default settings. | ||
− | <br>Read more about [[ | + | <br>Read more about [[#Formatting Symbols|Formatting Symbols]] |
− | <br><div style="background-color: #E3FBE5;">Note: The order of the symbols in the scanner may be different from the order of the symbol selected in the Format | + | <br><div style="background-color: #E3FBE5;">Note: The order of the symbols in the scanner may be different from the order of the symbol selected in the Format Instruments window if automated sorting is turned on.</div> |
− | <br><div style="background-color: #E3FBE5;">Note: The maximum number of symbols per one Scanner window is 5,000.</div> | + | <br><div style="background-color: #E3FBE5;">Note: The maximum number of symbols per one Scanner window is 5,000 (in MultiCharts 32 bit) / No limitation for the amount of symbols per Scanner window (in MultiCharts 64 bit).</div> |
<br><div style="background-color: #E5F6FF;">Tip: Symbols can also be copied and pasted from a Microsoft Excel spreadsheet or text file to the Scanner.</div> | <br><div style="background-color: #E5F6FF;">Tip: Symbols can also be copied and pasted from a Microsoft Excel spreadsheet or text file to the Scanner.</div> | ||
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To format a symbol in the Scanner window: | To format a symbol in the Scanner window: | ||
− | # Access the '''Format | + | # Access the '''Format Instruments''' dialog window using one of the following methods: |
− | #* Select '''Scanner''' in the main menu and click on '''Format | + | #* Select '''Scanner''' in the main menu and click on '''Format Instruments…''', or: |
#* Double-click on the necessary symbol in the symbol list, or: | #* Double-click on the necessary symbol in the symbol list, or: | ||
− | #* Right-click on the necessary symbol and select '''Format | + | #* Right-click on the necessary symbol and select '''Format Instruments...''' |
+ | # Select the '''Chart Type''': since '''MultiCharts 11''' it is possible to choose the chart type for the symbols in scanner between the regular and non-standard chart types. | ||
# Modify appropriate symbol settings if needed: | # Modify appropriate symbol settings if needed: | ||
− | #: [[ | + | #: [[Changing_Symbols|Symbols]] |
− | #: [[ | + | #: [[Chart_Resolution|Chart Resolution]] |
− | #: [[ | + | #: [[Quote_Field|Quote Field]] |
− | #: [[ | + | #: [[Sessions|Sessions]] |
− | #: [[ | + | #: [[Chart_Resolution#Build Volume On Selector|Build Volume On]] |
− | #: [[ | + | #: [[Time_Zone|Time Zone]] |
− | #: [[ | + | #: [[Setting_Properties#Displaying prices in fractional format|Fractional Price Scale Format for Symbols]] |
# Modify Data Range settings if needed (Using Custom Data Range): | # Modify Data Range settings if needed (Using Custom Data Range): | ||
## Select the '''Use Custom Data Range''' check box to set the number of bars/days back for indicators applied to this symbol. Clear the check box to use the default bars/days back. | ## Select the '''Use Custom Data Range''' check box to set the number of bars/days back for indicators applied to this symbol. Clear the check box to use the default bars/days back. | ||
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# Select '''Format Resolutions for All Symbols...'''. | # Select '''Format Resolutions for All Symbols...'''. | ||
# Format Resolution (All symbols) dialog window will appear. | # Format Resolution (All symbols) dialog window will appear. | ||
− | : Learn more about [[ | + | : Learn more about [[Chart_Resolution|Chart Resolution]]. |
: <div style="background-color: #E3FBE5;">Note: Resolution settings will be applied to all existing symbols; however newly added symbols will not inherit these settings.</div> | : <div style="background-color: #E3FBE5;">Note: Resolution settings will be applied to all existing symbols; however newly added symbols will not inherit these settings.</div> | ||
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# Double-click on the column header. The market data lines will be sorted based on ascending or descending order. | # Double-click on the column header. The market data lines will be sorted based on ascending or descending order. | ||
− | + | : <div style="background-color: #E5F6FF;">Tip: Double-click on the same header will switch from the ascending to the descending order of sorting.</div> | |
To sort based on multiple criteria (up to three), | To sort based on multiple criteria (up to three), | ||
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# Create a Chart window using any symbol. | # Create a Chart window using any symbol. | ||
# Create a Scanner window within the same or different workspace. | # Create a Scanner window within the same or different workspace. | ||
− | # Select the ''' | + | # Select the '''Instrument Link''' [[File:LinkingSymbol.png]] button on the '''Instrument''' column header in the Scanner. Select a color. |
− | # Select the ''' | + | # Select the '''Instrument Link''' [[File:LinkingSymbol.png]] button on the Status Line of the Chart window to be linked. Select the same color as the color chosen in the Scanner. |
− | #: <div style="background-color: #E3FBE5;">Note: The ''' | + | #: <div style="background-color: #E3FBE5;">Note: The '''Instrument Link''' [[File:LinkingSymbol.png]] button will not appear if it is hidden in the Status Line settings.</div> |
# In the Scanner window select a cell that contains a symbol's ticker. The chart for the symbol will be plotted in the Chart window. | # In the Scanner window select a cell that contains a symbol's ticker. The chart for the symbol will be plotted in the Chart window. | ||
− | + | : <div style="background-color: #E3FBE5;">Note: The symbol name is linked to the Chart window. The other settings, such as Resolution of the Chart, Quote field, Time Zone, Build Volume on, and Sessions will not be affected.</div> | |
To unlink a chart from the scanner: | To unlink a chart from the scanner: | ||
− | + | Click the '''Instrument Link''' [[File:LinkingSymbol.png]] button on the chart and change it to '''Not Linked''' [[File:NotLinked.gif]]. | |
− | + | : <div style="background-color: #E3FBE5;">Note: All studies or signals previously applied to the chart will be recalculated after linking.</div> | |
− | + | : <div style="background-color: #E3FBE5;">Note: All manually placed drawings will stay in their original locations.</div> | |
− | + | : <div style="background-color: #E3FBE5;">Note: Objects based on formula calculations (e.g., signal arrows, etc.) may disappear if the formula calculation on the new data series does not generate an object.</div> | |
<br> | <br> | ||
[[Category:Real-Time Market Scanner]] | [[Category:Real-Time Market Scanner]] |
Revision as of 18:19, 19 April 2018
In the Scanner it is possible to add, format, and remove symbols.
Symbols can be added from diverse data feeds and have different settings.
Linking of the symbols to the chart or multiple charts makes it possible to plot charts in considerably small time period.
Symbols can be sorted according to the defined criteria with possibility to use a timer.
Contents
Adding a Symbol
To add a new symbol to the Scanner window:
- Access Format Instruments dialog window:
- Press F5 key on the keyboard, or
- Select Symbol in the main menu then select Symbol, or
- Double-click on any cell in any empty row, or
- Right-click on any cell and select Insert Symbol....
- Select the Symbol tab.
- Select a data feed in the Data Source drop-down list box.
- Delete the text, if any, in the Symbol/Description drop-down list.
- The text is used to filter available symbols. If there is text, then only symbols that contain the text will be available.Learn more about Adding Symbols to QuoteManager Symbol List
- The text is used to filter available symbols. If there is text, then only symbols that contain the text will be available.
- Select a symbol from the list of available symbols in All Symbols tab.
- Tip: Use the category tabs to list only a particular category of symbols.
- Tip: The list can be sorted by any column. To sort, click on the column header.
- It is also possible to add multiple symbols at the same time. To highlight multiple symbols use one of the following methods:
- Click on the symbol to begin with and while holding SHIFT key click on the last necessary symbol. All symbols in the range between these two will be selected; or:
- Use CTRL in combination with the mouse to select/deselect symbols one by one. While holding CTRL, a single click will select the symbol and second click on the same symbol will deselect it; or:
- While holding SHIFT use the UP ARROW and the DOWN ARROW keys to select a group of neighbor symbols; or:
- While holding CTRL, use the UP ARROW and the DOWN ARROW keys in combination with the SPACE key to select symbols.
- Using the Ctrl+A keyboard shortcut to select all symbols.
- Сlick OK, to create a chart with the default settings.
Read more about Formatting Symbols
Formatting Symbols
To format a symbol in the Scanner window:
- Access the Format Instruments dialog window using one of the following methods:
- Select Scanner in the main menu and click on Format Instruments…, or:
- Double-click on the necessary symbol in the symbol list, or:
- Right-click on the necessary symbol and select Format Instruments...
- Select the Chart Type: since MultiCharts 11 it is possible to choose the chart type for the symbols in scanner between the regular and non-standard chart types.
- Modify appropriate symbol settings if needed:
- Modify Data Range settings if needed (Using Custom Data Range):
- Select the Use Custom Data Range check box to set the number of bars/days back for indicators applied to this symbol. Clear the check box to use the default bars/days back.
- Enter a number in the text box (from 1 to 100000) and select either Bars Back or Days Back in the drop-down list.
- Select the most recent date from which to calculate Bars Back or Days Back range.Note: By default, current date is set for the initial value.
- Click OK.
Formatting All Symbols
To edit resolution for all the symbols at the same time:
- Right-click on any cell in the Resolution column.
- Select Format Resolutions for All Symbols....
- Format Resolution (All symbols) dialog window will appear.
- Learn more about Chart Resolution.
- Note: Resolution settings will be applied to all existing symbols; however newly added symbols will not inherit these settings.
To change the custom data range for all the symbols at the same time:
- Right-click on any cell in the Resolution column.
- Select Format Resolution for All Symbols....
- Select the Use Custom Data Range check box.
- Enter a number in the text box (from 1 to 100000) and select either Bars Back or Days Back in the drop-down list.
- Select the most recent date from which to calculate Bars Back or Days Back range.
- Note: By default, current date is set for the initial value.
Removing a Symbol
To remove a symbol from the Scanner use one of the following methods:
- Click on the symbol name and use the DELETE button, or
- Select Edit in the main menu and click on Remove Symbol, or
- Right-click on the symbol and select Remove Symbol.
Removing All Symbols
To remove all symbols from the Scanner:
- Select Edit in the main menu.
- Click on Remove All Symbols. A confirmation window will appear.
- Click Yes to remove all symbols, or No to cancel.
Sorting Symbols
Sorting makes it possible to quickly locate and monitor best trading opportunities defined by customizable criteria.
The market data lines in the Scanner can be sorted based on any column.
To sort based on a single criterion:
- Double-click on the column header. The market data lines will be sorted based on ascending or descending order.
- Tip: Double-click on the same header will switch from the ascending to the descending order of sorting.
To sort based on multiple criteria (up to three),
- Right-click on any market data line and select Sort. The Sorting Settings window will appear.
- Select the first criteria to sort by using the Sort by drop-down list. Then press the Ascending/Descending button to sort by ascending or descending order.
- Select the second criteria to sort by using the Then by drop-down list. Then press the Ascending/Descending button to sort by ascending or descending order.
- Select the third criteria to sort by using the Then by drop-down list. Then press the Ascending/Descending button to sort by ascending or descending order.
To sort automatically:
- Select the Sort Data Every check box and enter the time period in seconds.
Linking Symbols
Symbols in the Scanner can be linked to a chart plot. After linking, the selected symbol in the Scanner can be easily plotted by simply clicking on the symbol in the Scanner. The symbol will plot automatically in the chart.
To link a Scanner symbol to a chart plot:
- Create a Chart window using any symbol.
- Create a Scanner window within the same or different workspace.
- Select the Instrument Link
button on the Instrument column header in the Scanner. Select a color.
- Select the Instrument Link
button on the Status Line of the Chart window to be linked. Select the same color as the color chosen in the Scanner.
- In the Scanner window select a cell that contains a symbol's ticker. The chart for the symbol will be plotted in the Chart window.
- Note: The symbol name is linked to the Chart window. The other settings, such as Resolution of the Chart, Quote field, Time Zone, Build Volume on, and Sessions will not be affected.
To unlink a chart from the scanner:
Click the Instrument Link button on the chart and change it to Not Linked
.
- Note: All studies or signals previously applied to the chart will be recalculated after linking.
- Note: All manually placed drawings will stay in their original locations.
- Note: Objects based on formula calculations (e.g., signal arrows, etc.) may disappear if the formula calculation on the new data series does not generate an object.