Setting Up a Watchlist For Stocks

The first thing to be certain of is that you have your historical and/or real time data provider configured.  See the Configure a Service section for a general overview and visit the Data Providers section of the FAQ for specific information on specific data providers.

To begin, let's create a new folder in the Watchlist pane.  Right click on the top level item named Symbol Lists and click New Folder.  A new folder will appear and allow you to enter a name.  Let's call this folder Stock Data.  At this point, this folder is nothing more than a container that will hold the symbols and connect them to particular data and broker services.

To configure a folder for services, right click on the folder and click Configure Folder.  Here you can select the frequency of the data (1 minute up to yearly).  If you click the Services tab, this is where the services you've configured in the Configure a Service section can be applied.  If you've decided to make changes in the folder configuration, click OK to save those changes.

Back to the task at hand, the next step is to add symbols.  To do so, right click the folder you've created and select Add Symbols.

 

Enter the symbols of your stocks separated by spaces, commas or line breaks.

Note: If you need to add a stock symbol with a space in it, surround the entire symbol with quotes (").

Make sure the asset type is "Stock" and Build Prices From is "Last".  Set the currency of the asset to your desired type.

The exchange is used if a symbol is traded on multiple exchanges.  A symbol that exists on multiple exchanges can be created twice in the same folder by specifying different exchange name here.  At this point, RightEdge will consider these two items unique and store data for them in different places.

At this point, you can click OK and your symbols will appear directly underneath your folder.  Now you are ready to begin collecting data (historical or real time), backtesting or running a live system.

Configuring an Individual Symbol

Each symbol can be set up individually with the settings shown above, plus there are more options.  Right click on the symbol itself in the Watchlist and select Symbol Information.

 

As you can see here, this symbol setup is for an option, which enables all of the fields in this dialog.  Again, the currency, asset type and exchange are shown.  Any changes made here apply to this symbol only.

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Setting Up a Watchlist For Futures

The first thing to be certain of is that you have your historical and/or real time data provider configured.  See the Configure a Service section for a general overview and visit the Data Providers section of the FAQ for specific information on specific data providers.

To begin, let's create a new folder in the Watchlist pane.  Right click on the top level item named Symbol Lists and click New Folder.  A new folder will appear and allow you to enter a name.  Let's call this folder Futures Data.  At this point, this folder is nothing more than a container that will hold the symbols and connect them to particular data and broker services.

To configure a folder for services, right click on the folder and click Configure Folder.  Here you can select the frequency of the data (1 minute up to yearly).  If you click the Services tab, this is where the services you've configured in the Configure a Service section can be applied.  If you've decided to make changes in the folder configuration, click OK to save those changes.

Back to the task at hand, the next step is to add symbols.  To do so, right click the folder you've created and select Add Symbols.

 

Enter the symbols of your futures separated by spaces, commas or line breaks.

Note: You'll only want to enter the "root" symbol here (i.e. ES, YM).  The expiration is configured later.  This allows RightEdge to work with a mix of data providers and brokers who may have different full symbol names.

Note: If you need to add a futures symbol with a space in it, surround the entire symbol with quotes (").

Make sure the asset type is "Future" and Build Prices From is "Last".  Set the currency of the asset to your desired type.

The exchange is used if a symbol is traded on multiple exchanges.  A symbol that exists on multiple exchanges can be created twice in the same folder by specifying different exchange name here.  At this point, RightEdge will consider these two items unique and store data for them in different places.

Setting the Expiration Date

Each symbol can be set up individually with the settings shown above, plus there are more options.  Right click on the symbol itself in the Watchlist and select Symbol Information.

 

Set the Expiration Date using the calendar.  You may set other relevant pieces, such as exchange here as well.  Keep in mind that any changes here are made to this symbol only.

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Setting up a Watchlist for Forex

The first thing to be certain of is that you have your historical and/or real time data provider configured.  See the Configure a Service section for a general overview and visit the Data Providers section of the FAQ for specific information on specific data providers.

To begin, let's create a new folder in the Watchlist pane.  Right click on the top level item named Symbol Lists and click New Folder.  A new folder will appear and allow you to enter a name.  Let's call this folder Forex Data.  At this point, this folder is nothing more than a container that will hold the symbols and connect them to particular data and broker services.

To configure a folder for services, right click on the folder and click Configure Folder.  Here you can select the frequency of the data (1 minute up to yearly).  If you click the Services tab, this is where the services you've configured in the Configure a Service section can be applied.  If you've decided to make changes in the folder configuration, click OK to save those changes.

Back to the task at hand, the next step is to add symbols.  To do so, right click the folder you've created and select Add Symbols.

 

Enter the symbols of your stocks separated by spaces, commas or line breaks.

Note: If you need to add a forex symbol with a space in it, surround the entire symbol with quotes (").

Note: Different providers may take symbol names different ways.  For example, GAIN expects to have the symbols as shown above.  On the other hand, for Interactive Brokers, you only need to enter the first side of the pair.  The second side of the pair is configured using the Asset Currency drop down (shown above).  So for example, to enter the EUR/USD pair, you'd enter a symbol name of EUR, then select USD from the Asset Currency drop down.

Make sure the asset type is "Forex".  The Build Prices From drop down list was created in cases where the last price may never be printed.  This is not unusual in forex where data is only received as a bid/ask spread.  This dropdown will allow you to specify whether you want to consider the "last" price from the bid or ask.

Configuring an Individual Symbol

Each symbol can be set up individually with the settings shown above, plus there are more options.  Right click on the symbol itself in the Watchlist and select Symbol Information.

 

This may be necessary in forex when both items of the pair are not represented in the symbol name, stated in the above note.  The above illustration shows the EUR/USD pair configured in this fashion.

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Configure a Service

A service is a type of plugin that may supporting retrieving realtime data, retrieving historical data, or connecting to a broker.  Services are associated with symbols in the Watchlist pane.  You can set up a hierarchical folder structure and have child folders inherit settings from their parents (or override those settings).

Simply put, this is how to retrieve and act on data.

RightEdge provides a simple, yet robust means of organizing not only data, but the means in which data is acted upon.  Services are configured at a global level, yet they are assigned at a group level and can be optionally inherited down the tree.

First, the services must be configured.  Click the Configure Services () item to begin.

 

RightEdge comes default with a predefined service for Yahoo and it is named "Yahoo".  The Service Setup list will show the capabilities of a configured server.  Since some plugins support more than one piece of functionality, this is the place to determine the available functionality for each plugin and whether or not it is currently configured to use.

In this case, the Yahoo service has the ability to retrieve historical data.  It does not have the ability to retrieve live data, nor does it provide broker services.

To add a new service, click the New... button.  A wizard prompting for information that this service needs will follow.  Upon the completion of the wizard steps, the service will appear in the list.

Each service is unique.  To learn more about configuring a service particular to your data provider or broker, view the Data Provider FAQ.

Next, services can be assigned to items in the Watchlist.  Right click any folder in the Watchlist and select Configure Folder.  Click the Services tab.

 

Each folder has three services associated with it.  One is for historical data retrieval.  This is used for historical data that is retrieved for any frequency.  The second is the broker service which is used for placing trades when running in mode.  The third item is the real time data retrieval service.  This is used when live (streaming) data is started.

RightEdge can also save the data that is being collected.  Save Tick Data will force each tick to be saved to the configured data store.  Note: in a single user environment with high volume instruments, this can be very expensive.  It is not recommended that you save tick data unless it's absolutely necessary.  The final option is Save Aggregated Bars.  This will save bars at the frequency specified to the data store.  This is a much better option in a single user environment.

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