Collapse All Expand All

                  

The Symbol Tree/Symbol Slider allows you to scroll through all the available exchanges and data categories to find the symbols you want for your query. It will also display any User-Defined Formulas saved. The Symbol Tree is accessed through the Edit Dialog Box, and has a number of settings available.

 

Settings

 

You have the option of changing the amount of data to display and the way in which the tree appears by accessing the settings.

 

1. Click the Settings icon.
   
                          
2. Click on the desired View.
    

   Slider View

   Tree View - ("Windows-styled" folders)

3. Filters:
   1. Show items I'm not permissioned for: When CHECKED, you will see ALL symbols, even those for exchanges you are not permissioned to receive. If you add an unpermissioned symbol to your query, no data will be returned.
   2. Show expired symbols: When CHECKED, you will see ALL symbols, even those that have expired. If you add an expired symbol to your query, not data will be returned.

Finding Symbols in the Tree/Slider

 

Symbols are grouped by exchange or category. Your Filter settings will be shown at the bottom of the tree:
 

You may change your Filters by clicking on the Settings icon. 

In the example below, we've drilled down to the NYMEX - New York Mercantile Exchange. To see the commodities found in this exchange, double-click on the name:
 

Slider View

Tree View - ("Windows-styled" folders)

The Symbol Tree opens to show you the commodities found in that exchange. Double-click on the desired commodity:

Slider View

Tree View - ("Windows-styled" folders)

You'll continue to go deeper into the tree:

 

Slider View

Tree View - ("Windows-styled" folders)

You can always move BACK one step by clicking the < arrow, or go all the way back to the start of the Tree by clicking the  HOME button:
 

Slider View

Tree View - ("Windows-styled" folders)

 

 

Continue through the tree until you find the symbol you want. To move it to the box on the right (your selected symbols), double-click on the symbol or simply click on it once and then press ENTER.
 

 

To select MULTIPLE symbols, hold your CTRL key, and click on each desired symbols. When you have all of the desired symbols selected, press your ENTER key to move the range to the right side of the dialog box.


To select a RANGE of symbols, hold your SHIFT key, and click the first symbol in the range you want. Then, click the last symbol in the range. (All of the symbols in the range will be highlighted). Press your ENTER key to move the range to the right side of the dialog box.

The Symbol Tree remembers the last exchange/category you navigated, and the next time you initiate a Quotes, Chart, or Historical query it will display your most recent symbol choices.