Using Multiple Data and Trading Services at the Same Time
- Step-By-Step Instructions to Install Multiple Copies of Sierra Chart
- Working with Multiple Trade Accounts
- Accessing Market Data from Other Instances of Sierra Chart
- Using DTC Server for Data and Trading in Another Sierra Chart Instance (Opens in new page)
In this documentation the term "copy" and "instance" have the same meaning. A copy or instance of Sierra Chart is an installation of Sierra Chart in its own folder which runs independent from any other instance or copy.
With Sierra Chart, you are able to run multiple copies/instances of the program at the same time on your computer. The purpose of this is to be able to use more than one different Data or Trading service at the same time. These are the services you select through the Global Settings >> Data/Trade Service Settings >> Service setting.
This can all be accomplished by running multiple copies/instances of Sierra Chart at the same time. Each one is located in its own folder on your computer.
Although it is important to be aware that in the case of when using one of the Real-Time Exchange Data Feeds Available from Sierra Chart, this data feed can be used on its own and is also integrated with all Trading services. Therefore, there is no need to use multiple copies of Sierra Chart running on your system. You can use just one single copy. For additional information about this, refer to Integration with Trading Services.
There is also the ability to run multiple copies of Sierra Chart using market data and trading functionality from a single Server copy of Sierra Chart. This is very useful because some Data and Trading services only only allow one simultaneous connection per username/account to that particular service.
For additional information about using other copies of Sierra Chart which share the market data and trading functionality from a Server copy of Sierra Chart, refer to Using DTC Server for Data and Trading in Another Sierra Chart Instance.
When using multiple copies of Sierra Chart, each copy of Sierra Chart needs to be located in its own folder on your computer. It is that simple and very reliable.
Before using this feature, it is important to be aware that it is possible in Sierra Chart to use multiple trading accounts within a single copy/instance of Sierra Chart, if the particular Trading service username that you are logged in with, supports multiple trading accounts. For more information, refer to Selecting Trade Account. In this particular case, using multiple copies of Sierra Chart is unnecessary.
Although if the particular Trading service you are using does not support multiple Trade Accounts per username, then using multiple instances of Sierra Chart is necessary, one for each Trade Account.
Step-By-Step Instructions to Install Multiple Copies of Sierra Chart
To use multiple Data or Trading services or Trading accounts at the same time, you need to install additional copies of Sierra Chart. The Sierra Chart licensing allows you to do this. In this way, you will have full access to all the capabilities each service provides.
You can also configure each copy of Sierra Chart to use the same Trading service but a different Trading service account. Multiple copies of Sierra Chart can be run at the same time if each copy is installed to and running from a different folder on your computer. Follow the instructions below to do this:
Installing multiple copies of Sierra Chart is also useful for distributing processing load.
- Download and install a second copy of Sierra Chart to "C:\SierraChart2\" or whatever unused folder you want to use. Download Sierra Chart from the Download page.
- If you want to copy settings from an existing installation of Sierra Chart to a new installation, refer to help topic 15.
- Start the second copy of Sierra Chart in that new installation folder. On your desktop and also from the programs list on the Windows Start menu, you will notice a shortcut icon to the new installed copy of Sierra Chart. The icon name will have the folder you installed Sierra Chart to. You can use that icon to easily start Sierra Chart. You may also want to rename it to a more useful name.
- Login with your same Sierra Chart Account Name and password that you used with the original installation. You can also use another Sierra Chart account if you wish.
- Configure the second copy of Sierra Chart to the Data or Trading Service you want to use it with, by following the setup instructions for the Data or Trading Service you will be using.
- It is essential that every copy of Sierra Chart that you have installed on your system uses a different Global Settings >> General Settings >> Data Files Folder. They cannot use the same Data Files Folder. Otherwise, there will be conflicts, and unusual behavior that we will not provide support for. Verify that each copy of Sierra Chart uses a separate Data Files Folder. Do not pay any attention to any information you may find on the Support Board that mention using the same Data Files Folder. Do not do this. It is no longer supported at all. You are going to create trouble for yourself and for us. By default, each copy of Sierra Chart will use a separate Data Files Folder, so there is nothing special to do in this regard. If you inadvertently or deliberately, used the same data folder, that will corrupt the files in this common data folder, and the chart data files in that folder will have to be deleted.
- By running multiple copies of Sierra Chart at the same time, you can connect to multiple Data or Trading services or service accounts at the same time. You can install as many copies of Sierra Chart as you need. Each one needs to be in its own folder.
- To share data from the data feeds of the multiple copies of Sierra Chart that you have installed and are running, with other copies/instances of Sierra Chart, refer to the Using DTC Server for Data and Trading in Another Sierra Chart Instance page.
- A unique name on the title bar of the main window of each instance of Sierra Chart you are running can be set. Do this through Global Settings >> General Settings >> General 2 >> Custom Title Bar Name.
Working with Multiple Trade Accounts
There are two methods to work with multiple trade accounts in Sierra Chart.
If the Trading service Sierra Chart is connected to, supports multiple trading accounts on the connection, then you can choose among those through the Trade Window. This is when there are multiple accounts which are associated with the same login you are using in the Global Settings >> Data/Trade Service Settings.
To select among these Trade Accounts, refer to Selecting Trade Account.
If you are working with completely different Trading services or different logins/connections to the same Trading service, then for each of those connections, you need to install a separate installation of Sierra Chart. For instructions to do this, refer to Step-By-Step Instructions to Install Multiple Copies of Sierra Chart.
In this second case you would then have access to the different Trading accounts through each installation of Sierra Chart separately.
Accessing Market Data from Other Instances of Sierra Chart
Sierra Chart supports the ability to access data from various data feeds in a single instance of Sierra Chart. For example, the Sierra Chart Market Statistics Data Feed and the Sierra Chart Exchange Data Feed can be accessed in a single instance of Sierra Chart which is connected to an external Trading service which provides its own market data. This is in order to bring multiple data feeds together into one instance.
However, there are more specialized cases, where you may want to access market data (real-time and historical) from another running instance of Sierra Chart in a different instance of Sierra Chart. For example you may want to access market data from instance B of Sierra Chart in instance A of Sierra Chart. Follow the instructions below to accomplish this.
This functionality provides an efficient and standard way to accomplish this with great flexibility.
In addition to this functionality there is also the New Instance functionality.
Applicable to non-Sierra Chart Source Instances As Well
This functionality is also applicable to accessing data from one or more DTC servers which are considered the Source instances, into a Destination instance of Sierra Chart. Whenever the Source instance is referred to in the instructions, in this case this will be considered the DTC server that you provide or have access to, instead of another Source instance of Sierra Chart.
- Update Sierra Chart to version 2065 or higher. Refer to Fast Update for instructions.
- This documentation will refer to the two instances/copies of Sierra Chart as the Source instance and the Destination instance. The Source instance is where the market data originates from and the Destination instance is where the market data is being used.
- It is understood that you already have two installed instances of Sierra Chart, each configured to work with the particular Data or Trading service that you want. If this is not already done, follow the instructions in the Step-By-Step Instructions to Install Multiple Copies of Sierra Chart section.
- Run the Source instance of Sierra Chart if it is not already running.
- Select Global Settings >> Sierra Chart Server Settings >> DTC Protocol Server.
- Configure the settings on that window in the Source instance as shown in the red highlight box here:
Make sure that the ports specified are not already in use by another instance of Sierra Chart or by other programs on your system listening in on particular network ports. If there is a conflict, that will be reported by a message like the following in the Window >> Message Log:Listening socket (1036). Port 0 | Failed to bind socket to 0.0.0.0:11104. Windows error code 10048: Only one usage of each socket address (protocol/network address/port) is normally permitted.
- Press OK.
- Press OK.
- Make sure the Source instance is connected to the data feed by selecting File >> Connect to Data Feed. If this command is disabled, then Sierra Chart is already connected. However, an automatic connection will occur anyway when the Destination instance requests data from the Source instance.
- Go to or run the Destination instance of Sierra Chart.
- Select Global Settings >> Symbol Settings.
- To create a new symbol, press the Add or Duplicate button to add a new symbol or duplicate an existing symbol to a new symbol. Enter the new symbol name and select OK (for example: XBTUSD-CUSTOM).
Or select an existing symbol in the list to modify the Symbol Settings for that symbol. Each set of Symbol Settings needs to have a unique symbol for each Data/Trade service being used. There cannot be a duplicate symbol for the same Data/Trade service. So if you want to access data from a Source instance of Sierra Chart for a symbol that is already listed for the current Data/Trade Service you are using in the Destination instance, then edit those Symbol Settings rather than using a new symbol.
- You will need to modify the following symbol settings for a symbol that you want to access market data for from the Source instance. The following gives example entries based on the BitMEX XBT/USD instrument.
- Symbol Service Code: This defines the service that is being used for the symbol. Do not change this. Although this can be blank. For new symbols, just leave it blank.
- Use Pattern Matching Characters: This defines whether pattern matching characters have been used in the Symbol and Source Data Symbol. Set this to No if not using any pattern matching characters. If using pattern matching characters, then set this to Yes.
- Contract Months: These are the contract months for futures contracts. If Use Pattern Matching Characters is set to Yes, then select the appropriate contract months for this particular symbol. Otherwise, leave this as the default of blank.
- Description: This is the description of the symbol that is displayed in the Find Symbol window. Set this to any descriptive text desired (for example: BitMEX XBT/USD Perpetual Swap).
- Category: This is the category that the symbol will display under in the Find Symbol window. It is recommended to use a name that is not already in use in order to quickly find the symbols that are getting data from another source. Enter any descriptive text desired (for example: Custom).
- Price Display Format: This is the default Value Format that will be used for this symbol. Select an appropriate value based on the tick size of the instrument (for example: 0.1).
- Tick Size: This is the default Tick Size that will be used for this symbol. Enter the tick size for this instrument (for example: 0.5).
- Currency Value per Tick: This is the currency value of the instrument for each tick. Enter the currency value for this instrument (for example: 0.5).
- Error Filtering: This defines whether error filtering is performed or not. This must be set to off in this case.
- Generic Sub-Client Server Address: This is the server address and port number of the Source instance. The port number (the number after the colon) needs to match the port number used by the DTC Protocol Server in the Source instance of Sierra Chart (Global Settings >> Sierra Chart Server Settings >> DTC Protocol Server >> Listening Port).
Enter the appropriate information based on the settings for the Source (for example: 127.0.0.1:11094 (the port number is not necessarily going to be 11094)).
- Historical Data Server: This is the server address and port number of the Source instance for historical data. The port number (the number after the colon) needs to match the Historical Data Port number used by the DTC Protocol Server in the Source instance of Sierra Chart (Global Settings >> Sierra Chart Server Settings >> DTC Protocol Server >> Historical Data Port).
Enter the appropriate information based on the settings for the Source (for example: 127.0.0.1:11095 (the port number is not necessarily going to be 11095)).
- Historical Daily Data Source: This defines the source for historical Daily data. Set this to DTC historical data server.
- Historical Daily Intraday Data Source: This defines the source for historical Intraday data. Set this to DTC historical data server.
- Real-Time Data Client: This defines the source for real-time data. Set this to generic sub-clients.
- Default Order Quantity: This defines the default order quantity that will be used when placing orders for this symbol. Enter an appropriate value (for example: 100).
- Source Data Symbol: This defines the symbol from the Source instance. It is used for both real-time and historical data. Enter the symbol as it is on the Source instance, including any pattern matching characters (for example: XBTUSD-BMEX).
If pattern matching characters are used, then the setting for Use Pattern Matching Characters must be set to Yes.
- Source Data Multiplier: This is the multiplier that will be used to adjust the Source data to the Destination data. Most often this will be a value of 1.0. Enter an appropriate multiplier or leave the default of 1.0 (for example: default).
- After you are done configuring the new symbol(s), select OK to close the Symbol Settings window.
- Select File >> Disconnect in the Destination Sierra Chart.
- Select File >> Connect to Data Feed in the Destination Sierra Chart.
- Select File >> Find Symbol in the Destination Sierra Chart.
- You will see the symbol(s) listed in File >> Find Symbol >> Custom or whatever you have set the Category setting to. You can then open a chart for it and Sierra Chart will access data for the symbol from the Source instance as long as Sierra Chart is connected to the data feed (File >> Connect to Data Feed).
Symbol Settings to Change when using Existing Symbol
If you have not created a new symbol or you have not duplicated an existing symbol and are modifying the settings for an existing symbol to access data from a Source instance in a Destination instance of Sierra Chart on the same system, then only the following settings need to be modified. The typical settings are also shown. This is a much more simple procedure.
- Generic Sub-Client Server Address: 127.0.0.1:11094
- Historical Data Server: 127.0.0.1:11095
- Historical Daily Data Source: DTC historical data server
- Historical Daily Intraday Data Source: DTC historical data server
- Real-Time Data Client: generic sub-clients
- Source Data Symbol: Example: ES?##
- Source Data Multiplier: 1. The typical setting for this will be 1. However, in the case where the Source/server instance is using SC Data-All Services in the Destination instance is the SC Order Routing Service, then this needs to be set as explained below.
In the Source instance of Sierra Chart, look at the Symbol Settings for the symbol you want to access data for in the Destination instance. Look at the SC Data Multiplier setting. For example, for ES?## this will be .01 when using SC Data-All Services. In the Destination instance for the SC Order Routing Service which uses symbol ES?##_FUT_CME, the Source Data Multiplier needs to be the inverse and set to 100.
Verifying Proper Functioning
To confirm the proper functioning of accessing data from a Source instance of Sierra Chart in a Destination instance, look at the messages in the Window >> Message Log.
You will see messages like the following for real-time data and historical data. Take note of the IP address 127.0.0.1, indicating the historical and real-time data is coming from another installed instance on the same computer.
Generic Client (127.0.0.1:11094) | Received security definition for symbol ESH20_FUT_CME
Generic Client (127.0.0.1:11094) | Real-time data for symbol ESH20_FUT_CME has been restored.
HD Request # 2 | Downloading Intraday chart data for ESH20_FUT_CME to the file ESH20_FUT_CME.scid. Service: sc_futures.dtc.trading
HD Request # 2 | Download start date-time: 2020-02-05 16:45:43.000
HD Request # 2 | Using server: 127.0.0.1 port 11095
*Last modified Tuesday, 23rd March, 2021.