The Instrument Escort window
The Instrument Escort is a tool that helps you to manage instruments and instrument lists.
In order to receive data for particular instruments and to be able to trade with them, the necessary instruments must be imported into the Instrument Escort.
Use the Instrument Escort to:
- edit
- select instruments and instrument lists.
In order to open the Instruments window use one of the options:
- Select Instrument Escort by using Tools -> Settings or
- left click the symbol
in the application toolbar within the main window.
This window consists of the following parts:
- Search for a symbol/name:
- enter the symbol (e.g. GOOG), the full name (Google Inc.) or the ISIN number (US38259P5089).
- double-click on the search result to select the instrument and bring up the Instrument details tab.
- enter type of symbol (e.g. future, stocks, index etc)
- enter exchange (e.g. Nyse)
- Selection list tree:
- Choose single instruments or whole instrument lists for further editing.
- Details tab:
- Add new instruments or edit existing instruments within the details tab.
- Instrument lists tab:
- Add or manage instrument lists within this tab.
Note: Fractals are only available for Futures. It is default setting in the right area of the window, yet disappears when you have chosen an instrument other than futures.
Static lists, dynamic lists und screener presets
The Instrument Escort selection list tree displays 3 additional lists:
- Static Lists: lists created or edited by a user. Using the Configuration Escort you can connect chart groups with the static instrument lists if necessary. This means that changing values within the list chart group or the tab chart group will automatically change your static lists and vice versa.
- Dynamic Lists: pre-defined lists that are updated automatically (if there is an internet connection).
- Screener Presets: lists that refresh automatically based on scanning activities (if there is an internet connection). These lists can be created using the Stock EOD Screener.
The context menu of the selection list tree section can be accessed by right clicking and allows the following
- Reset checkboxes: deletes all checkbox markers.
- Reload: reloads the Instrument Escort. This may be necessary after a new instrument has been added.
From chart to Instrument Escort
Left clicking on the instrument name within the chart opens the Instrument Escort window.
Opening a new instrument inside the chart
To add a new instrument to a chart follow these steps:
- "Activate" the chart by left clicking on it.
- Once you start typing letters using the keyboard, the instrument search window will be opened.
- After selecting the instrument needed and pressing 'Enter' (or double-clicking) the new chart will be displayed.
Selecting instruments / instrument lists
If you open the Instrument Escort to choose instruments/instrument lists (tick record, Forex pad, etc.) then only the section with the selection list will appear.
Press the Select button or double-click to choose a single instrument or whole instrument list.