Instrument Wizard – Selecting an Instrument

Selecting the instrument that you want to view allows you to select one or more instruments that you want to view on your chart.

  1. Select the instrument or instruments you wish to add.
  2. Press the Next button to proceed to the next wizard screen.

To sort by ticker symbol:

  1. Select the Sort by Symbol option.

 

To sort by name/description:

  1. Select the Sort by Name option.

 

To show only the items selected in your list:

  1. Select the Selected items only option.

 

To show all the items in the list (both selected and not selected):

  1. Deselect the Selected items only option.

If you are using ESignal as your data source, you have the option of adding instruments that are not already listed. To add a new ticker symbol:

  1. Press the Add New Ticker Symbol button.
  2. Enter the instrument’s ticker symbol into the Ticker box
  3. Enter the instrument’s full name into the Name box
  4. Select the instrument’s category using the Category drop down box.
  5. Press the OK button to add the new instrument.

Tip:

  • To select a group of instruments, hold the left mouse button down while dragging the mouse over the desired instruments.

Troubleshooting:

  • If the instruments listed are not what you expect for the category you chose on the previous wizard screen or instruments are missing that you think should be present for the previously selected category, then you will need to change your data sources settings. To do this, press the Cancel button and select Data Sources from the Tools menu.

Notes:

  • If you are using the data installed in the NeuroShell Trader Data subdirectory, you may see extra letters after the stock name (For example: Microsoft MSQ ZMF ZJZ). This is an indication that the stock is an optionable stock and the letters are the actual root symbols for the stock’s option contracts.
  • If you are unable to find a ticker, you’ll want to make sure that your data is setup correctly. For information on how to setup your data review: Setting Up Data Directories and/or Setting Up Data Server.
  • NeuroShell Trader will handle all data conversion if you add an instrument whose data file periodicity is different from the data files upon which the chart is based.

Example #1: If you add a daily instrument to a monthly chart, NeuroShell Trader will set the instrument’s monthly open equal to the first daily open, the monthly high equal to the highest daily high, the monthly low equal to the lowest daily low, and the monthly close equal to the last daily close. Additionally, the monthly volume & open interest equal to the sum of all daily volumes & open interests, and all other monthly data values equal to the last daily data value.

Example #2: If you add a monthly instrument to a daily chart, the instruments data will be extended so that each day displays the last monthly value.

 

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