- Quote Board
- Opening Quote Board
- Setting Symbols
- Saving/Loading Symbol Lists and Importing Symbols
- Setting Colors
- Setting Fields to Display
- Futures Contract Rollover
- Changing Symbol of a Chart or Trade DOM
- New High and Low Highlighting
- Adjusting Column Widths
- Attaching and Detaching Quote Board
- Always Visible
- Changing Quote Board Font
- Setting Comments on Symbols
- Quote Board Label Rows
- Quotes on Spreadsheets
- Field Descriptions
Sierra Chart provides a Quote Board feature. A Quote Board provides real-time and current daily quote data for a list of symbols. The symbols can be selected to change the symbol of the associated chart. Open Order and Position data for the symbols is provided on the Quote Board as well.
Symbols that provide historical data only and not streaming real-time or delayed data, will only provide zero values on the Quote Board.
Opening Quote Board
To open a Quote Board, select File >> New Quote Board .
A Quote Board is associated with the active Chartbook at the time it is opened. If a Chartbook is not already open, when you open a new Quote Board, then a Chartbook will be created.
To set the symbols on the Quote Board, select Settings >> Set Symbols on the menu on the Quote Board window.
To add a symbol to the end of the list of symbols, select the last row in the list of symbols and type the symbol into the box below the list or press the Find button and select a symbol from the list of available symbols. To add a symbol anywhere else in the list, click at the location in the list where you want to add the symbol and press the Add button. After inserting a blank row into the list, type the symbol into the box below the list or press the Find button .
In the case of when using the Sierra Chart Quote Board, you do not need to prefix symbols with a / or # when adding them to the list of symbols, unlike when you enter Quote Request symbols on a Spreadsheet.
The list of symbols for a Quote Board is specific to each individual Quote Board window.
Saving/Loading Symbol Lists and Importing Symbols
To easily save and load a set of symbols to and from a text file respectively, select File >> Save Symbol List or File >> Load Symbol List on the Quote Board menu.
The default file extension is SymbolList. The files are plain text files. If you are loading a list of symbols from other sources, the symbols can be separated with a comma character, a tab character or a new line character.
The Settings >> Set Symbols window also has Import and Export commands for reading and saving a list of symbols from and to a text file, respectively. The symbols in this text file can be separated with a comma character, a tab character or a new line character.
To set the colors for the Quote Board, select Settings >> Graphics Settings on the menu on the Quote Board window. The relevant color settings begin with Quote Board in the list of Colors and Widths.
- Quote Board: Background: This is the background color of the Quote Board window.
- Quote Board: Blank Row Background: This is the background color for a blank row.
- Quote Board: Label Row Background: This is the background color for a row used as a label.
- Quote Board: Foreground/Text: This is the color for the quote board text.
- Quote Board: Label Row Foreground/Text: This is the color for the label text.
- Quote Board: Price Change Up: This is the color for Net Change (daily price change) values which are positive.
- Quote Board: Price Change Down: This is the color for Net Change (daily price change) values which are negative.
- Quote Board: New High Highlight: This is the background color for the high price of the day when a new high is reached.
- Quote Board: New Low Highlight: This is the background color for the low price of the day when a new low is reached.
- Quote Board: Alert Triggered Highlight: This is the highlight color for a symbol which has an alert condition which is true.
- Quote Board: Gridlines: This is the color for gridlines on the Quote Board.
- Quote Board: Selected Symbol: This is the background color for the selected symbol.
- Quote Board: Selected Border Highlight: This is the color for the border around the selected cell in a Quote Board.
Setting Fields to Display
To set the fields to display and the order of those fields, select the Settings >> Set Fields on the menu on the Quote Board window.
The Quote Board field configuration is specific to each individual Quote Board window. For a new Quote Board window, the initial field configuration will be based upon the global Quote Line field configuration for Quote Spreadsheets which is set through Global Settings >> Quote Spreadsheet Settings.
For a description of the available fields, refer to Field Descriptions.
Futures Contract Rollover
When a Quote Board is opened, any expired futures symbols will be automatically rolled over to the current delivery month. This only occurs when the Quote Board is opened as part of a Chartbook.
The way this works is Sierra Chart compares the year and month of each futures contract symbol to the current date to determine if a rollover needs to be done. However, if a contract stops trading before the last day of a month, it will not be automatically rolled over.
To manually rollover a symbol, right-click anywhere along the Quote Line for the symbol on the Quote Board, and select Roll Forward Futures Symbol. You also have the ability to roll back a symbol.
All future symbols can be rolled over at once by selecting Settings >> Rollover Futures Symbols Now on the Quote Board menu. This feature is in versions 1455 and higher.
Changing Symbol of a Chart or Trade DOM
To change the symbol of a chart or Trade DOM to the selected Quote Board symbol, it is first necessary to establish a common link between a Quote Board and the charts and/or Trade DOMs.
To do this, set a nonzero link number on the Quote board by selecting Settings >> Set Chart Link on the menu on the Quote Board window.
To set the same link number on a chart or Trade DOM, select Chart >> Chart Settings >> Advanced Settings 2 from the menu. In the Chart Linking >> Link Number list box, select the same Link Number as is set for the Quote Board. Press OK.
For complete documentation about Chart Linking, refer to Chart Linking.
Simply left click on the symbol in the Symbol column on the Quote Board to change the symbol of the linked charts or Trade DOMs. The selected symbol will be highlighted on the Quote Board. Either the symbol field will be highlighted or the entire Quote Board line for the symbol will be highlighted if Settings >> Highlight All Fields is enabled on the Quote Board menu.
After left clicking on one of the lines on the Quote Board, it is then possible to use the Up Arrow key and Down Arrow keys on your keyboard to move up and down through the list of symbols on a Quote Board.
Quote Boards were not intended to be linked to charts which use data from a remote instance of Sierra Chart because the Quote Boards themselves cannot contain symbols from a remote instance. Therefore, there could be a symbol mismatch. The symbol that you are changing a chart to which uses data from remote instance, may not be a valid symbol in that remote instance.
Quote Board Linking Across Chartbooks
Beginning with version 1338 it is supported for a Quote Board for one Chartbook to be able to link to charts in another Chartbook. Follow these steps.
- Open a new Quote Board or go to an existing Quote Board and enable Settings >> Always Visible Across Chartbooks.
- Set a nonzero Link Number on the Quote board by selecting Settings >> Set Chart Link on the menu on the Quote Board window. Select one of the Link Numbers ( L#).
- Go to the Chartbook you want to link to. Go to the particular Chart or Trade DOM you want to link to.
- Select Chart >> Chart Settings >> Advanced Settings 2 from the menu. In the Chart Linking >> Link Number list box, select the same Link Number as is set for the Quote Board.
- Press OK.
- Simply left click on the symbol in the Symbol column on the Quote Board to change the symbol of the linked charts or Trade DOMs. Selecting a symbol on the Quote Board is only going to affect the charts in the active Chartbook with the same Link Number as the Quote Board is set to.
New High and Low Highlighting
The Sierra Chart Quote Board will highlight a new Daily High or Low on the quote board when the High and/or Low fields are displayed. The color is controlled by the Quote Board: New High/Low Highlight color setting set through Graphics Settings. The highlight will remain for approximately 30 seconds.
Adjusting Column Widths
To adjust the width of a column on the Quote Board, move your mouse pointer to the column header line at the top of the Quote Board window that displays the column names. After this move the pointer to the right side of the column that you want to adjust. You will notice that the dividing area between columns will then change to a different color. Left click with the pointer to start the adjustment operation and move left or right, then release.
Attaching and Detaching Quote Board
A Quote Board window is a floating window which by default is owned by the main Sierra Chart window and will remain on top of the main window. It can be freely moved around outside of the main window frame.
To detach a Quote Board from the main Sierra Chart window and allow the Quote Board to be completely independent so that it can be moved to other monitors or anywhere on your screen space, select Settings >> Attach/Detach Window on the menu. Select that command again to reattach it to the main Sierra Chart window.
A Quote Board can be made always visible no matter which Chartbook is active, by enabling Settings >> Always Visible Across Chartbooks.
Changing Quote Board Font
The font used for the text on the Quote Board can be changed.
To change the Quote Board Font, select Global Settings >> Graphics Settings >> Fonts.
For complete documentation, refer to Fonts on the Graphics Settings page.
Setting Comments on Symbols
It is supported on a Quote Board to set up to 10 comments per Quote Line for a symbol. Follow the instructions below.
- On the Quote Board menu select Settings >> Set Fields.
- In the Available Fields list, there will be the fields Comment1 through Comment10. Add the comment fields that you want for a Quote Line.
- Press OK.
- Go to one of the Comment# fields you added for a quote line for a symbol on the Quote Board. Left click on that field two times.
- An edit box will display. Type the Comment in the edit box and press OK.
Quote Board Label Rows
Quote Boards support custom Label Rows to identify groups of symbols. Follow the instructions below.
- On the Quote Board menu select Settings >> Set Symbols. This will display the symbols list window.
- On the right side of that window there is the list of symbols. Select the line where you want to insert a label.
- Press the Add Label button. A new entry will be added that is prefixed with Label: .
- Make sure that line is selected in the list of symbols and in the edit box below the list of symbols, type the label name that you want.
- Press the Close button when done. The label will then be displayed on the Quote Board.
- To set the color for a label row, on the Quote Board menu select Settings >> Graphics Settings. Set the Quote Board: Label Row Background Color.
Quotes on Spreadsheets
Symbols can be entered into a Sheet in a Spreadsheet window to obtain detailed quotes that are continuously updated while connected to the data feed. This is called a Quote Spreadsheet.
The symbol entered to request a quote needs to follow the format required by the Data or Trading service Sierra Chart is currently connected to.
The advantage with a Sierra Chart Quote Spreadsheet is that they are highly customizable. You are using a fully functional Spreadsheet that can contain Excel formulas and can perform calculations on the Quote data. Therefore, you can enter custom formulas to perform many different kinds of calculations that you may require.
Creating a Spreadsheet and Getting Quotes
- Sierra Chart needs to be connected to the real-time data feed to get continuously updating quotes. Select File >> Connect To Data Feed on the menu to connect if not already connected. If this command is disabled, then this means Sierra Chart is already connected to the data feed.
- Create a new Spreadsheet or open an existing Spreadsheet. Select File >> New Quote Spreadsheet on the menu to create a new Spreadsheet.
- For more information about Spreadsheets, refer to the Working with Spreadsheets documentation page.
- To open an existing Spreadsheet, select File >> Open Spreadsheet.
- Go to the Spreadsheet window and make sure the Spreadsheet >> Quote Spreadsheet menu option is checked.
- Right-click with the Pointer on a row on the Spreadsheet where you want to insert a Quote Line and select Find Symbol and Insert on the shortcut menu. This will give you a list of many of the symbols available for the Data or Trading service you are using. Simply select one and press Insert.
If the symbol is not listed, then manually type the symbol into the Selected Symbol box. The symbol needs to follow the symbol format used by the Data or Trading service you are using.
You can also left click on the row on the Spreadsheet and select Spreadsheet >> Find Symbol and Insert from the top level menu.
- Alternative Quote Request Entry Method: Left click two times in column A in the row on a Sheet where you want to enter a Quote Line. Manually enter the symbol and press OK.
A symbol has to be in rows 1 to 150 and has to be in one of the first 10 Sheets in the Spreadsheet. They cannot be entered just anywhere on a Spreadsheet. With cell references, you can use the data anywhere on a Spreadsheet.
Quote Spreadsheet Settings
For a Quote Line on a Spreadsheet, all numeric values are automatically formatted with the appropriate number of decimal places.
Prices are formatted according to the Price Display Format setting in Global Settings >> Symbol Settings for the symbol or symbol pattern.
Volume values are typically formatted with no decimal place.
If you want to change the format for prices, then alter the Price Display Format setting in Global Settings >> Symbol Settings for the symbol or symbol pattern. For further details, refer to Global Symbol Settings.
The Bid, Ask, Bid Size, Ask Size, Last, High, Low, Last Size, and Net Change Fields can be color coded based upon if they are Increasing, Decreasing or not changing. To enable this color coding and to set these colors, select Global Settings >> Quote Spreadsheet Settings >> Color Settings on the menu. Enable the option Enable Coloring of Quote Request Fields. Set the color controls as you require.
Scrolling and Locking Header Row and Symbol Column
The Quote Spreadsheet can be scrolled by using either the horizontal or vertical scrollbars on the edge of the Spreadsheet window.
Locking Header Row
Select a cell on the header line and select Spreadsheet >> Fix Row on the menu to fix the header row and keep the header line from scrolling while the Spreadsheet is scrolled vertically.
Locking Symbol Column
Select a cell in the A column or click on the A column title and select Spreadsheet >> Fix Column on the menu to fix this column and prevent the symbol column from scrolling off the window when scrolling through the other columns.
Opening or Activating a Chart for a Quote Line
When you select any cell along a Quote Line on a Spreadsheet, then select Spreadsheet >> Open Historical Chart or Spreadsheet >> Open Intraday Chart on the menu and the symbol for the Quote Line will be opened as a Historical or an Intraday Chart respectfully, or be activated if the chart is already open.
You can also right click on any cell along a Quote Line to access these commands.
In Quote Spreadsheets it is supported to sort Quote Lines based on a selected Quote Line field. For example, you may want to sort based upon the Daily Change % field.
Follow the step-by-step instructions below to configure sorting.
- Select Global Settings >> Quote Spreadsheet Settings >> Sort Settings.
- Set the Field to Sort By to the Quote Line field you want to sort by. Select No Sorting to disable sorting.
- Set the Sort Order to the either Ascending or Descending.
- If you want to include additional Sheet columns in the rows to be sorted than are normally outputted by a Quote Line, then set the Sort Range >> Last Column to the last column to include.
Otherwise, this is not necessary because Sierra Chart sets the number of columns to sort to the number of Quote Line fields being outputted. Only if the Last Column is greater than number of fields outputted, will it increase the number of columns to sort.
- Press OK.
The following are the descriptions for the fields for both Quote Boards and Quote Spreadsheets.
- Symbol: This is the symbol for the Quote Line.
- Last: This is the last trade price.
- Last Size: This is the size/quantity of the last trade.
- Last Time: This is the time of the last trade. This is in the Time Zone setting Sierra Chart is set to.
- Last Tick: This either will be a + or a -. This indicates whether the last trade received from the data feed was at a higher price or lower price than the previous trade. If the price did not change, then the previous Last Tick is displayed. Be aware that this field can look misleading when comparing visually to the Last trade price because the Last trade price does not update visually at every single trade but on a timer instead. So all of the trades are not going to be visible.
- Settlement Price: Previous days closing price. Depending upon the particular data feed being used, if there is a settlement price provided, this is going to be the official settlement price. The settlement price is calculated by the exchange using a formula. It is not the final last trade price of the trading session.
- Daily Change:
- NUM TRADES:
- BID ASK SPREAD:
- BID SIZE:
- ASK SIZE:
- Volume: This is the daily trade volume. It could represent a trading session shorter than a single day depending upon the particular symbol and the particular Data or Trading service being used. Is the number of shares or contracts traded within the day. Or it could be the number of price updates in the case of cash Forex markets and indexes. For additional information, refer to Volume Data.
- TRADE INDICATOR:
- OPEN INTEREST:
- PERCENT FROM LOW:
- DAILY CHANGE PERCENT:
- CHANGE FROM OPEN:
- UNUSED SETTLEMENT PRICE:
- BUY ROLL INTR:
- SELL ROLL INTR:
- SHARES OUTSTANDING:
- OPEN BUY QTY LIVE:
- OPEN SELL QTY LIVE:
- POSITION LIVE:
- INVERSE LAST:
- STRIKE PRICE:
- LAST TRADING DATE:
- Comment1: Refer to Setting Comments on Symbols
- Comment2: Refer to Setting Comments on Symbols
- Comment3: Refer to Setting Comments on Symbols
- Comment4: Refer to Setting Comments on Symbols
- Comment5: Refer to Setting Comments on Symbols
- Comment6: Refer to Setting Comments on Symbols
- Comment7: Refer to Setting Comments on Symbols
- Comment8: Refer to Setting Comments on Symbols
- Comment9: Refer to Setting Comments on Symbols
- Comment10: Refer to Setting Comments on Symbols
- ALERT INDICATOR:
*Last modified Friday, 20th January, 2017.