Importing Symbol Information from Data Provider

Prior to the first use of symbol (instrument) we need to define it. This must be done only once for each symbol. All symbols are saved in application database for later use.

For example, we want to import symbol data for IBM (International Business Machines Corporation) stock. That can be done automatically for data providers that support symbol lookup.

• Press Import button. Import Symbol dialog will appear:

• We want to import stock - so select Stock from Type list.
• IBM stock is taded on NYSE Exchange - select N [NYSE] from Exchange list. 

  • Tip: To speed-up selection process you can click on Exchange List and press n key - list will be winded to a first item that starts with 'n' char.

  • Tip: Use Web Lookup, Web Symbol Guide and Supported Exchanges List links to find required instrument if you do not know it's exchange or data provider-specific symbol. (If supported by data provider).

• Type IBM in the Symbol or Root field.
• Press Lookup button:

• After some time list of descovered symbols will be presented:

• Select IBM-N symbol from the list and press Import.
  • Tip: you can select multiple symbols at one time.
• Imported symbols will be presented in the Symbol Lookup dialog. You will be able to use them as long as you need it without re-importing: