Import Instruments/Symbols

Instruments may be imported directly into a watch list from a Comma Separated Values (CSV) file. The format of this file is flexible. Each line in file must contain at minimum a symbol, but may also contain the following (separated by commas ‘,’):

  • Symbol

  • Exchange Symbol

  • Instrument Type – One of: STOCK, INDEX, CASH, FUTURE

  • Currency – Three Letter ISO Acronym: USD, EUR, GBP, JPY etc

  • Minimum Tick – Minimum tick value (eg 0.01 for most stocks)

  • Title – Title of the instrument

  • Description – Description of the Instrument

By default, the order of the fields in the file is as follows:

SYMBOL,EXCHANGE,TYPE,CURRENCY,MINTICK,TITLE,DESCRIPTION

Only the symbol is required for each line in the file.

A simple example of this format can be found as follows:

MSFT,NASDAQ
AAPL,NASDAQ
GOOG,NASDAQ
INTC,NASDAQ
CSCO,NASDAQ
AMZN,NASDAQ
DELL,NASDAQ
ORCL,NASDAQ
YHOO,NASDAQ
IBM,NYSE
.DJI
.DJT
.FTSE
.HSE
.INX
.IXIC
.N225

Alternatively, you can set the first line of the file to specify the order of the fields:

SYMBOL,EXCHANGE,TYPE,CURRENCY,MINTICK,TITLE
CAC,NASDAQ,STOCK,USD,0.01,Camden National Corporation
FCHI,NASDAQ,STOCK,USD,0.01,iShares Trust
SZX,FRA,STOCK,EUR,0.001,San Leon Energy
EXI,LON,STOCK,GBP,0.01,Exillon Energy Plc

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