Understanding Symbol Manager

Introduction

Symbols Tab is a central view of symbols used in the Chartsy|One application. It allows you to manage data providers, organize symbols in a tree-like structure and globally select symbols for explorations or backtests. The Symbols Tab upon Chartsy installation is initially empty and contains only a single “Symbols” root item but along working with the program you will expand it, adding any components you like.

The Symbols Tab should be shown automatically when the Chartsy application is started, however if it’s not immediately visible you can open it by selecting Symbols from the Window menu.

Symbol Manager Tab

Adding Symbols from ASCII files

Chartsy allows attaching ASCII files with historical data and making it accessible from the Symbols Tab view. The ASCII file attaching (aka mapping) is not the same as import of ASCII files. In ASCII mapping no data is imported, instead Chartsy creates a direct mapping of the ASCII files in such a way that the data is loaded directly from files when requested.

To add a new ASCII file mapping:

  1. Right click on a folder under which you want to attach the file.
  2. Select Add, then click Attach CSV File/Archive from the context menu.
  3. Choose the ASCII data file from your disk storage.
  4. Finally specify the ASCII file format to use.

Using “Attach CSV File/Archive” option you can attach: a single CSV file, a directory containing a list of files for multiple symbols or a ZIP-compressed archive file containing a collection of symbol files. Attaching the ZIP-compressed file is most efficient and thus preferred method to use.

Opening Charts

To open a chart for a symbol in the symbols tree view, you can use any of the following methods:

Organizing Symbols

You may organize data providers as well as particular symbols using Symbol Groups (aka folders in the symbols tree view).

You may use context actions as well as drag and drop operations to move or copy symbols between symbol groups. For example, you can select symbols under the data provider branch (e.g. a mapped ASCII file) and drag them to another folder. In such case Chartsy creates a linked copy of the symbols in the target folder. The symbols are linked to the data provider they originate from, so each time you select those symbols for charting or explorations Chartsy knows how to load data for them.

Working with Folders

To create a new folder in a tree:

  1. Right click on a parent folder, under which you want to create a new one.
  2. Click Add Symbol Group in the context menu.
  3. Enter the name for the new folder and click OK.

To remove a folder:

  1. Right click on a folder you want to remove.
  2. Click Delete in the context menu.
  3. Confirm object removal.

alternatively:

  1. Select the folder you want to remove.
  2. Press the DELETE key.
  3. Confirm object removal.

To change order of folders in a branch:

  1. Right click on a parent folder you want to organize.
  2. Click Change Order in the context menu.
  3. Modify order of folders and click OK to confirm changes.

Organizing Work

Sometimes you don’t need to work with some piece of the symbols tree but you don’t want to remove it permanently from the view because you know you’ll need it in the future. In such case you may choose to close any folder or branch in the view. The closed folder is displayed as a simple, unexpandable icon, saving space in the view and conserving your computer’s memory resources.

To close a folder (or branch) in the Symbols view.

  1. Right click on a folder (or branch).
  2. Select Close Folder from the context menu.

To open a previously closed folder:

alternatively:

  1. Right click on a closed folder.
  2. Select Open Folder from the context menu.