Knowledge Base (FAQs)

Yes, Refinitiv DataLink does provide Forex data. Forex data is also referred to as the spot prices for currencies. The format for DataLink Forex symbols is as follows:

• Japanese Yen - RD-JPY=
• Euro - RD-EUR=
• Swiss Franc - RD-CHF=
• Australian Dollar - AUD=

Note: Aside from the 3 examples above with "RD-" prefixes, all currencies (vs. US Dollar) follow the Australian Dollar example.

Most of the values are listed as the number of dollars needed to equal one of the selected currencies. The exception is the the Japanese Yen, which is quoted as the number of Yen required to equal one dollar. 

Keywords:  Refinitiv DataLink, FOREX, MetaStock, EOD, DC

Yes, Refinitiv DataLink does back-adjust for Capital Gains and Dividends. The data is provided from Lipper, a Refinitiv Company, the preeminent provider of fund data and analysis.

The MutualFunds.exe symbol file can be downloaded at: https://www.metastock.com/customer/support/download/Symbols.aspx

Keywords to include:  DC, EOD, Refinitiv DataLink

How can I check to see if XENITH is connected to the real time servers? 

There are three ways to check if XENITH is connected to the real time servers, from the Alerts icon on the XENITH toolbar, in the About dialog within the XENITH application, and from the XENITH icon located in the system tray.

Alerts icon on the XENITH toolbar: 

1. While XENITH is open, in the top right hand corner of the toolbar there is a bell icon this is the Alerts icon.
2. If XENITH has lost it's connection to the real time server, the Alerts icon will be red, and when the mouse if hovered over the Alerts icon it tip will indicate real time is down. 

About dialog within the XENITH application: 

1. Select the Helios from within XENITH. 
2. Select Help - About Refinitiv Eikon.
3. The About dialog will display showing the Status tab. 
4. Within the Status tab the following information shows indicating whether a connection to the real time server is present: Heartbeat  and  Realtime.

XENITH icon from the system tray: 

1. From the system tray hover over the XENITH icon (round orange with three white lines). 
2. The icon tip will indicate whether a connection to the real time server is present. 

Keywords: MetaStock, real time, XENITH

How do I add\remove apps from the "My Apps" display in XENITH?

The "My Apps" view is a display that can be used to customize apps in XENITH, it is used to display most used apps for quickly access.  

To add apps to the My Apps display:

1. Click onto the Helios in XENITH and select App Library.
2. There are a couple of ways to select a app from the App Library. 
3. An app can be searched for using the "Search" box at the top of the App Library, simply type in the app name.
4. An app can be selected by CATEGORY for example Charting or News & Research, select the desired category and the relevant apps will display to the right.  
5. An app can be selected by ASSET CLASSES for example Equities  or Commodities & Energy, select the desired asset class and the relevant apps will display to the right. 
6. Once the apps are displayed click onto the plus sign in the top right hand corner, when the plus sign turn into a minus sign that indicates the app has been add to the My Apps display. 

To remove apps from the My Apps display: 

1. Click onto the Helios in XENITH and select My Apps. 
2. Hover your mouse over the app to be removed. 
3. A (x) will appear in the app window, click onto the (x) to remove the app from My Apps. 

Keywords: MetaStock, XENITH

If you need to quickly adjust local data, follow the steps below:

DownLoader v17 --> Current

To adjust a single instrument:

1. Open DownLoader.
2. Open the DownLoader Console.
3. Add the folder that contains the data that you wish to adjust.
4. Expand the folder and right click on the desired instrument.
5. Select Adjust.
6. Select Data.
7. Select the fields that you wish to adjust (Open, High, Low, Close, Volume, and/or Open Interest)
8. Enter the Factor that you wish to adjust by.
9. Select the date range of data to be adjusted from the Dates to Adjust
10. Click OK.

To adjust a multiple instruments:

1. Open DownLoader.
2. Open the DownLoader Console.
3. Add the folder that contains the data that you wish to adjust.
4. Expand the folder
5. Select the desired instruments.
6. Right click on the Folder name
7. Select Adjust for all checked.
8. Select Data.
9. Select the fields that you wish to adjust (Open, High, Low, Close, Volume, and/or Open Interest)
10. Enter the Factor that you wish to adjust by.
11. Select the date range of data to be adjusted from the Dates to Adjust
12. Click OK.

Keywords: DownLoader, adjust, local, data

Themes are new to MetaStock version 18. These now control the colors and styles of your chart. There are two ways to change the theme. To change the theme on a chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Click the Chart Theme button in the lower, right corner of the chart
5. Click on the desired Theme

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click or right-click in an empty area of the chart
5. Click Chart Window Properties
6. From the Chart Options tab, click the Theme: drop-down
7. Click on the desired Theme

Keywords: MetaStock DC, MetaStock RT, theme, chart, layout

MetaStock 12, 13, 14, 15, 16 and 17

1. Open MetaStock.
2. Select Tools > Indicator Builder and select the Organizer button. 
3. From the Formula Organizer wizard select to "export formula files" and select Next. 
4. Highlight all custom indicators from the "Select Custom Indicators" window, and select Next (or any indicators to be backed up).
5. Highlight all custom system test from the "Select System Tests" window, and select Next (or any system tests to be backed up). 
6. Highlight all custom explorations from the "Select Explorations" window, and select Next (or any explorations to be backed up). 
7. Highlight all custom expert advisors from the "Select Experts" window, and select Next (or any experts to be backed up). 
8. Highlight any templates to be backed up from the "Select Templates" window and select Next. 
9. Select Next to the "Select MSX DLL" window. 
10. Check the option "Create Self-Extracting Installation" and hit Next. 
11. Select browse to select a location on the computer where the self-extracting install file will be created. 
12. If a password is required for the selected custom formulas, that can be set at the "Password Protect" window. 
13. Select Finish to back up the custom formulas and create the file in the specified location. 

MetaStock 11

1. Open MetaStock.
2. Select Tools > Indicator Builder and select the Organizer button. 
3. From the Formula Organizer wizard select to "export formula files" and select Next. 
4. Highlight all custom indicators from the "Select Custom Indicators" window, and select Next (or any indicators to be backed up).
5. Highlight all custom system test from the "Select System Tests" window, and select Next (or any system tests to be backed up). 
6. Highlight all custom explorations from the "Select Explorations" window, and select Next (or any explorations to be backed up). 
7. Highlight all custom expert advisors from the "Select Experts" window, and select Next (or any experts to be backed up). 
8. Select Next to the "Select MSX DLL" window. 
9. Select browse to select a location on the computer where the formula files will be stored (FORM**.DTA, EXPL**.DTA, EXPT**.DTA, St_Data).
10. If a password is required for the selected custom formulas, that can be set at the "Password Protect" window. 
11. Select Finish to back up the custom formulas and create the file in the specified location. 

Keywords:  DC, RT, Pro, EOD, Professional

How do I build formulas using the XENITH Excel Add-In? 

1. Open Excel, go to the Refinitiv tab and sign in.
2. Click a blank cell, and then click Build Formula.
3. Add instruments: type the name or code and then select from the autosuggestions.
4. In Source, choose between Real-time (real time data) and Fundamental, or Time Series(historical data).
5. Add data items: type revenue for example, then select the item you need from the autosuggestions, or choose from the categories available.
6. Add associated parameters to refine your query.
7. Review your formula, set the data display options, and click Insert.

Keywords: XENITH, Pro, RT

We added the ability to change the amount of significant digits displayed in the chart in fractions. To change this setting in your chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu.
5. Select Right Y-Axis.
6. Select the Scale tab.
7. Click on the Units: drop-down.
8. Select the desired number of decimals to display
9. Click OK.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   1. Type in the instrument using the Instrument(s) field at the top.
   2. Select instrument using Custom Online Data Lists or Public Online Data Lists.
   3. Select local data instrument using Local Data Lists.
4. Double click, or right-click and select Y-Axis Properties, on the values on the right side of the chart.
5. Select the Scale tab.
6. Click on the Units: drop-down.
7. Select the desired number of decimals to display
8. Click OK.

Keywords: MetaStock DC, MetaStock RT, axis, decimal, chart, layout

How do I change the background color of my chart? 

MetaStock 11 --> 17.5

1. Open a chart. 
2. Right click onto the background of the chart.
3. Select Inner Window - Properties.
4. Using the drop down menu for Background color select the desired color and select OK.

Keywords: MetaStock, PRO, RT, DC, EOD

How do I change the font size of the Quoteline app in XENITH? 

1. From an open Quoteline click onto the hamburger icon in the top right hand corner (three lines) or right click the back ground and select Font Size. 
2. Select any of the following: 

• Small
• Regular
• Big
• Hug

Keywords: MetaStock, XENITH

How do I change the sorting of Forecaster patterns in MetaStock? 

MetaStock 15 --> Current

1. Open MetaStock.
2. From the Power Console, select the Forecaster button.
3. Type an instrument or select an instrument from a custom list or a public online list.
4. Set the desired amount of data to load from the options pane on the right. 
5. Click Start Forecaster or press Enter.
6. From the Price, Volume and Event Markers tab, click the Sorted By drop-down menu.
7. Click on the desired method of sorting from the choices below.
8. Select the Set Default button, to set the selected item to display when Forecaster is first open. 
   • ​​​​​​​​​​​​​​​​​​​​​Highest Profit Potential
   • Highest Profit Potential Long Only
   • Highest Profit Potential Short Only
   • Most Accurate Current Forecast
   • Most Pronounced Current Breakout
   • Most Distinct Forecast cloud
   • Most Recent Event
   • Most Events
   • Recognizer Name

Keywords: Forecaster, MetaStock DC, MetaStock RT

The margin is the empty area at the end of the data. You can adjust the size of this empty area. To change the margin setting, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu
5. Select X-Axis
6. Select the Scale tab
7. Adjust the number in the Right margin field
8. Click OK

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select X-Axis Properties, on the dates at the bottom of the chart
5. Select the Scale tab
6. Adjust the number in the Right margin field
7. Click OK

Keywords: MetaStock DC, MetaStock RT, axis, margin, chart, layout

How do I check to see what version of XENITH is installed on my PC? 

1. Click onto the Helios.
2. Select Help - About Refinitiv Eikon. 
3. This will display the About dialog. 
4. Within the Status tab the version of XENITH will appear.  (Desktop 4.0.xx(4.0.xxxxx) 

Keywords: MetaStock, XENITH) 

Downloader v15 --> current version

The MetaStock file format database will support up to 100000 individual securities and can contain 100000 records each. Each folder will have it's own database. 

1. Open DownLoader.
2. Select the Convert tab from the console. 
3. In the source section, set the File type to Legacy.
4. Click the browse button to select the parent folder that contains the legacy files.  (e.g. c:\MetaStock Data) 
5. If there are multiple sub-folders, these will be automatically added. Folders can be deselected by unchecking it from the left side.
6.  You can also add the sub-folder individually. 
7. If another security or folder is added later under the same parent folder, you can click the Refresh button to reload the list of securities/folders. 
8. In the Destination section, set the File type to MSLocal.
9. Select a destination folder in which to create your new local data files (e.g. Under your Documents folder, select the MetaStock folder). 
10. If you wish to create a new sub-folder to help organize your data, click the New Folder button. 
11. Name it accordingly.
12. Check the option to Overwrite matching data records in destination if you wish to replace the old data in the destination file with potentially newer data from the source.  Leave this unchecked if you wish to preserve the data already in the destination file. 
13. Click the  Convert button.
14. If the Convert button is grayed out, more than likely a destination folder has not been selected. 

Keywords: DownLoader, convert, Legacy, MSLocal

How do I convert MSLocal data to CSV in DownLoader?

Downloader v15 --> Current

With the release of DownLoader 15 we also released our new file format.  This document will help you convert your MSLocal files to the CSV format.

1. Open DownLoader
2. Select the Convert tab in the Console.
3. In the Source section, set the File type to MSLocal.
4. Click the Browse button to select the folder that contains MSLocal data files.
   • Multiple sub-folders will be added automatically. 
   • Folder(s)\instrument(s) can be deselected from the left side.
   • Sub-folders can be added individually.
   • If another security or folder is added later under the same parent folder, you can click the Refresh button to reload.
5. In the Destination section, set the File type to CSV.
6. Select a Destination folder in which to create the new CSV files.
7. Check the option to Overwrite matching data records in the destination, if you wish to replace the data in the destination file with the data from the source file. 
8. Leave this unchecked if you wish to preserve the data in the destination file.
9. Select the Convert Folder button.

Keywords: DownLoader, Convert, MSLocal, CSV

1. How do I copy securities in DownLoader

   Downloader v15 --> Current

2. Open DownLoader.
3. From the console, expand the folder that contains the data files to be copied by selecting the triangle to the left. 
4. Place a check next to the data files to be copied. 
5. Then right-click on the checked data files and from the menu select, Copy all checked to...
6. From the Copies Securities dialog select the folder in which to copy to. 
7. The destination folder must already be added to the DownLoad tab. 
8. If the desired destination folder is not in the list:
9. Select Cancel
10. Select Add
11. Select the desired folder, then choose the Select Folder button.
12. Select the desired data type (MSLocal or Legacy) and select the OK button.

Keywords: DownLoader, MetaStock, Legacy, MSLocal, Copy

How do I create a layout in MetaStock? 

A layout is a graphical representation of one or multiple instruments in one or multiple windows (charts). A layouts can contains price plots, line studies, text, or indicators etc.  Layouts have a *.mwl file extension. With a layout, you can group charts of the same or different instruments into one manageable unit. For example, perhaps you'd like to see charts of all of your computer stocks on the screen ¾ not just today, but every day. You could load them all, display them as you'd like, and then save them in a layout for later use using an *.mwl extension.   Below provides instructions on how to create a layout. 

MetaStock v18.0 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open all of the charts to be included in the layout.
4. Typing in instruments using the Instrument(s) field at the top (Multiple instruments can be separated by commas).
5. Select instruments using custom data lists or public online lists.
6. Select local data instruments using Local Data Lists.
7. Customize charts so they are displayed in the desired manner. 
8. From the File menu select New --> Layout.
9. From the Layout dialog select Add or Add All. 
10. Then select Ok. 
11. Give it a File name:
12. Select Save.

MetaStock v13 --> 17.5

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open all of the charts to be included in the layout.
   • Typing in instruments using the Instrument(s) field at the top (Multiple instruments can be separated by commas).
   • Select instruments using custom data lists or public online lists.
   • Select local data instruments using Local Data Lists.
4. Customize charts so they are displayed in the desired manner. 
5. From the File menu select New --> Layout.
6. From the Layout dialog select Add or Add All. 
7. Then select Ok. 
8. Select File --> Save As, confirm the Save as type is set to Layout(*.mwl).
9. Give it a File name:
10. Select Save. 

MetaStock v12 

1. Open MetaStock.
2. From the Power Console, select the Charts button.
3. From the Select instrument(s) from lists highlight a list of instruments and check the instruments to be included in the Layout and select Next. 
4. From the Chart Options dialog, select the appropriate options and select Open Chart...
5. Customize charts so they are displayed in the desired manner. 
6. From the File menu select New --> Layout.
7. From the Layout dialog select Add or Add All. 
8. Then select Ok. 
9. Select File --> Save As, confirm the Save as type is set to Layout(*.mwl).
10. Give it a File name:
11. Select Save. 

MetaStock v11

1. Open MetaStock. 
2. From the File menu select Open (or select the open folder icon from the toolbar).
3. From the Open dialog open all of the charts to be included in the layout.
   • If working with online data select the DataLink button and drill into the desired folders to select instrument(s).
   • If working with local data select the Local Data button and drill into the desired folders to select instrument(s). 
4. Select Open.
5. Customize charts so they are displayed in the desired manner. 
6. From the File menu select New --> Layout.
7. From the Layout dialog select Add or Add All. 
8. Then select Ok. 
9. Select File --> Save As, confirm the Save as type is set to Layout(*.mwl).
10. Give it a File name:
11. Select Save. 

Keywords: MetaStock DC, MetaStock RT, Layouts, multiple, charts

How do I create a multi-chart template in MetaStock?  In version 18 you must first save a layout before saving the multi-chart template, which is a slight change from previous versions.

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open all of the charts to be included in the layout.
   • Typing in instruments using the Instrument(s) field at the top (Multiple instruments can be separated by commas).
   • Select instruments using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instruments using Local Data Lists.
4. Customize charts so they are displayed in the desired manner. 
5. From the File menu select New --> Layout.
6. From the Layout dialog select Add or Add All. 
7. Then select Ok. 
8. In the Save As dialog, Enter a File name.
9. Select Save.
10. From the File menu select Save as.
11. Change the Save as type to Template (*.mwt)
12. Enter a File name.
13. Select Save.

Keywords: MetaStock DC, MetaStock RT, multi-chart, template

How do I create a new custom Local Data list in MetaStock?

In order to chart local data files in MetaStock, the instruments must be added to MetaStock as local data lists. The supported file formats for MetaStock v15 and later are MSLocal, MS Legacy and CSV.  

Support file formats for MetaStock versions 14 and 13 are CSV.

MetaStock 14 - Current

To create a new custom list of Local Data files:

1.  In the Power Console double click on Local Data Lists or right click on Local Data Lists and select New.

2.  Enter a name for the list.

3.  Click Browse.

4.  Click Browse again if your files are located in a different folder than what is displayed.

5.  Open the folder that contains your local data and click the Select Folder button.

6.  Select the instrument(s) and click Add.

7.  Click Save when completed.

MetaStock 13

To create a new custom list of Local Data files:

1. Go to Tools > Custom List Manager.

2. Click New > Local Instruments.

3. Enter a name for the list.

4. Click Browse.

5.  Click Browse again if your files are located in a different folder than what is displayed.

6.  Open the folder that contains your local data and click the Select Folder button.

7. Select the instrument(s) and click Add.

8.  Click Save when completed.

Keywords: DC, RT, Pro, EOD, Professional

How do I create a new Exploration (scan) in MetaStock? 

MetaStock v13-->Current

1. Open MetaStock.
2. From the Power Console, select the Explore button. 
3. Double click on the Explorations in the top left pane, or right click on Explorations and select New Explorations.
4. Give the new exploration a Name. 
5. Enter the formula in the appropriate Columns (A-L) and/or the Filter tab.
6. Select OK.

MetaStock v12

1. Open MetaStock. 
2. From the Power Console, select the Explorer button.
3. Select the New button.
4. Give the new exploration a Name.
5. Enter the formula in the appropriate Columns (A-L) and/or the Filter tab.
6. Select OK.

MetaStock v11

1. Open MetaStock. 
2. From the Tools menu select The Explorer.
3. Select New the, Exploration Editor dialog will display. 
4. Give the new exploration a Name. 
5. Enter the formula in the appropriate Columns (A-L) and/or the Filter tab.
6. Select OK.

​​​​​​​Keywords: MetaStock, Pro, RT, DC, Scan, Explore, Exploration

How do I create a new System Test in MetaStock?

MetaStock 18 --> Current

1. Open MetaStock.
2. From the Power Console, select the System Test button.
3. Click the New System Test button.
4. Select the General tab and give the new system test a name.
5. Set the desired Order and Portfolio Bias options.
6. Select the Buy Order tab. 
7. Enter the desired formula to enter a long position.
8. Set the appropriate Order Type options.
9. Repeat steps 8-9 for the other Sell\Buy tabs that may be appropriate. 
10. Set the desired Stops (if needed). 
11. Define optimization variables for OPT variables in formulas (if needed).
12. Select OK.

MetaStock 13 --> 17.5

1. Open MetaStock.
2. From the Power Console, select the System Test button.
3. Double click on System Tests in the top left pane, or right click on System Tests and select New System Test.
4. Select the General tab and give the new system test a name.
5. Set the desired Order and Portfolio Bias options.
6. Select the Buy Order tab. 
7. Enter the desired formula to enter a long position.
8. Set the appropriate Order Type options.
9. Repeat steps 8-9 for the other Sell\Buy tabs that may be appropriate. 
10. Set the desired Stops (if needed). 
11. Define optimization variables for OPT variables in formulas (if needed).
12. Select OK.

MetaStock 12

1. Open MetaStock. 
2. From the Power Console, select the System Test button.
3. Select the New button. 
4. Select the General tab and give the new system test a name.
5. Set the desired Order and Portfolio Bias options.
6. Select the Buy Order tab. 
7. Enter the desired formula to enter a long position.
8. Set the appropriate Order Type options.
9. Repeat steps 8-9 for the other Sell\Buy tabs that may be appropriate. 
10. Set the desired Stops (if needed). 
11. Define optimization variables for OPT variables in formulas (if needed).
12. Select OK.

MetaStock 11

1. Open MetaStock.
2. From the Tools menu select Enhanced System Tester.
3. Select the New button. 
4. Select the General tab and give the new system test a name.
5. Set the desired Order and Portfolio Bias options.
6. Select the Buy Order tab. 
7. Enter the desired formula to enter a long position.
8. Set the appropriate Order Type options.
9. Repeat steps 8-9 for the other Sell\Buy tabs that may be appropriate. 
10. Set the desired Stops (if needed). 
11. Define optimization variables for OPT variables in formulas (if needed).
12. Select OK.

Keywords: MetaStock DC, MetaStock RT, custom test, back testing

How do I create a user-defined pattern in the Forecaster in MetaStock? 

MetaStock v15 - Current

1. Open MetaStock.
2. From the Power Console select the Forecaster button.
3. Type an instrument or select an instrument from a custom list or a public online list. 
4. Set the desired amount of data to load from the right pane. 
5. Select the Start Forecaster or press Enter.
6. Select the Event Recognizer tab. 
7. Select the Draw New Pattern.
8. Enter a Name for the new pattern.
9. Position the cursor into the Pattern Shape, Location, and Orientation box.
10. Click and hold the mouse and draw the desired pattern (Ex. Head and Shoulder, Double Top/Bottom, line trending up/down, gentle curve up/down etc). 
11. Select the desired options and select Save. 

Keywords: MetaStock DC, MetaStock RT, Forecaster

How do I create a new MSLocal data files in Downloader?

Downloader v15 --> Current 

With the release of DownLoader v15 we also released our new file format, MSLocal.  The new file format database will support up to 100000 individual securities and can contain 100000 records each. Each folder will have its own database.  The file can grow quite large.  This FAQ provides steps on how to create folders and add data files to said folders. 

1. Open DownLoader. 
2. From the Download tab select the Add button.
3. Select New Folder give the folder a name and select Select Folder.
4. Choose the desired data format (Legacy or MSLocal) and select OK.
5. The newly created folder will display in the Download tab. 
6. Place a check next to the newly created folder, right click on the folder, select Create New Security.
7. There are three ways in which to add an instrument to the folder, those are covered below. 
8. Select the Interval.
9. Select the First Date (This will be the first date in the data file. If you want five years of data set the first date back five years).
10. Once an instrument is entered select OK.
11. This will add the instrument(s) to the folder.  
12. To download data to the new folder, place a check next to the folder and select the Download button. 

• Manually type the instrument into the Symbol field, if a name is not entered, it will default to the instrument.  (The symbol must be in upper case = MSFT.O) 
• Symbol search by selecting Look-up.  This is a single instrument search and allows for searching\adding one instrument at a time. 
• Multiple Selections. This is a multiple selection add, where you can select lists of instruments like the NASDAQ 100. 

Keywords: DownLoader, Lgeacy, MSLocal

How do I create/apply a template in MetaStock?

A template contains all the information in a chart or layout excluding the base instrument. A template is applied to an instrument (either to an existing open chart or when opening a chart) at which time a new chart or layout is created based on the template's information. Each template is saved as a file with a *.mwt extension.

If the information from a template came from a single chart, then a chart is created when the template is applied. If the information came from a layout, then a multi-chart layout is created.

MetaStock v13 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Select the instrument(s) that the template will be applied to, this can be done any of the following ways:
   • ​​​​​​​​​​​​​​Typing in instruments using the Instrument(s) field at the top (Multiple instruments can be separated by commas).
   • Select instruments using custom data lists or public online lists.
   • Select local data instruments using Local Data Lists.
4. From the right pane in the Attachment section, select the Apply Template option. 
5. Using the drop down select the desired template. 
6. Select Open Chart... or press Enter. 
7. This will open a chart of the instrument(s) with the desired template applied. 

MetaStock v12

1. Open MetaStock.
2. From the Power Console, select the Charts button.
3. From the Select instrument(s) from lists section, highlight the exchange to display the list of instruments to the right. 
4. Place a check next to the instruments of the charts to be opened and select Next>.
5. From the Chart Options dialog, from the Attachment section, select the desired template to apply using the drop down menu next to the Apply Template bullet. 
6. Select Open Chart...
7. This will open a chart of the instrument(s) with the desired template applied. 

MetaStock v11

1. Open MetaStock. 
2. Select File --> Open.
3. Select the drop down arrow on the Open button and select Open with Template (Or select the drop down arrow on the Options button and select Open with Template). 
4. The Open with Template dialog will be displayed. 
5. Select the desired template and select Open. 
6. Select the instrument(s) to be opened with the selected template. 
   • ​​​​​​​​​​​​​​If working with online data select the DataLink button and drill into the desired folders to select instrument(s).
   • If working with local data select the Local Data button and drill into the desired folders to select instrument(s). 
7. ​​​​​​​Select Open.
8. This will open the chart of the instrument(s) with the desired templates applied. 

Applying a template from an open chart: 

MetaStock v11 --> current

1. Once a chart is open in MetaStock. 
2. Right click onto the back ground of the open chart.
3. Select Apply Template. 
4. From the Apply Template dialog, select the desired template and select Apply. 
5. This will open a second instance of the chart with the desired template applied. 

Keywords: MetaStock DC, EOD, MetaStock RT, Pro, template

How do I cycle through open charts using the same template?

The "use chart as template" options allows MetaStock users to apply the template of the current chart to other charts they wish to quickly cycle through.  The "use chart as template" option is not enabled by default and must be turned on in order to take advantage of this feature in MetaStock, below details how to enable this option in MetaStock. 

MetaStock 14 --> Current

1. From the Tools menu select Options - Chart Options - select to Use chart as template (If using a layout, and want all charts in the layout to change when cycling through a list of instruments, leave Change All charts in layout checked.  We recommend leaving Keep line studies unchecked, since line studies are specific to the instruments for which they are drawn.) 
2. Select OK.
3. From the Power Console select Charts.
4. Select the desired instrument, or multiple instruments, from a custom online list or a public online list from the Instruments pane (bottom, left). Check the box next to the list name to select an entire list, or double-click to open a list and check the boxes next the desired instruments.
5. From the Attachment section select to Apply Template, using the drop down menu select the desired template.
6. Select Open Chart.
7. This will apply the select template to the instruments.
8. Using Next/Previous Security (arrows at the bottom right hand corner of the chart) or Choose Security you can quickly cycle through instruments, and the applied template will be retained. 

MetaStock 12 and 13

1. From the Tools menu select Options - Chart Options - select to Use chart as template (If using a layout, and want all charts in the layout to change when cycling through a list of instruments, leave Change All charts in layout checked.  We recommend leaving Keep line studies unchecked, since line studies are specific to the instruments for which they are drawn.) 
2. Select OK.
3. From the Power Console select Charts. 
4. Type in a instrument into the Select instrument(s) field, or from the Select instrument(s) from lists section highlight a list of instruments, and check the instruments to be opened on the right. 
5. Select Next.
6. From the Attachment section select to Apply Template, using the drop down menu select the desired template.
7. Select Open Chart.
8. This will apply the select template to the instruments.
9. Using Next/Previous Security (arrows at the bottom right hand corner of the chart) or Choose Security you can quickly cycle through instruments, and the applied template will be retained. 

MetaStock 11

1. From the Tools menu select Options - Chart Options - select to Use chart as template (If using a layout, and want all charts in the layout to change when cycling through a list of instruments, leave Change All charts in layout checked.  We recommend leaving Keep line studies unchecked, since line studies are specific to the instruments for which they are drawn.) 
2. Select OK.
3. Select File - Open.
4. If working online data select DataLink button, if working with local data select Local Data.
5. From the top right hand corner select Options - Open With Template.
6. Select the desired instrument to be opened, and select Open. 
7. This will apply the select template to the instruments.
8. Using Next/Previous Security (arrows at the bottom right hand corner of the chart) or Choose Security you can quickly cycle through instruments, and the applied template will be retained. 

Keywords: MetaStock, Pro, RT, EOD, RD, Template

How do I delete an Exploration in MetaStock?

MetaStock v13 --> Current

1. Open MetaStock.
2. From the Power Console, select the Explore button.
3. Right-click on the Exploration(s) to be deleted and select Delete.

MetaStock v12

1. Open MetaStock.
2. From the Power Console, select the Explorer button.
3. Highlight the Exploration(s) to be deleted. 
4. Select the drop-down menu on the More button and select Delete Exploration.

MetaStock v11

1. Open MetaStock. 
2. From the Tools menu, select The Explorer.
3. Highlight the Exploration(s) to be deleted. 
4. Select the Delete button. 

Keywords: MetaStock DC, MetaStock RT, Explorations, Scan

How do I delete a MSLocal data file in DownLoader? 

Downloader v15 --> Current

1. Open DownLoader. 
2. From the Download tab in the console, expand the folder that contains the data file by selecting the triangle.
3. Place a check next to the data file to be deleted. 
4. Right-click on the data file in which you wish to remove. 
5. Select Delete.
6. If you wish to delete multiple data files from a folder, check the desired data files. 
7. Right-click on the folder path and select Delete all checked...

Keywords: DownLoader, Legacy, MSLocal, Delete

​​​​​​​MetaStock v13 --> Current

1. Open MetaStock.
2. From the Power Console, select the System Test button.
3. Right click onto the System Test to be deleted and select Delete.

MetaStock v12

1. Open MetaStock.
2. From the Power Console, select the System Test button.
3. Highlight the System Test to be deleted. 
4. Select the drop down menu on the More button and select Delete System Test.

MetaStock v11

1. Open MetaStock. 
2. From the Tools menu, select Enhanced System Tester.
3. Highlight the System Test to be deleted. 
4. Select the Delete button. 

Keywords: MetaStock DC, MetaStock RT, System Test, Backtesting

We added the ability to view the data in the chart in fractions. To view fractions in your chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu.
5. Select Right Y-Axis.
6. Select the Scale tab.
7. Click on the Units: drop-down.
8. Select the desired fraction to display
9. Click OK.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select Y-Axis Properties, on the values on the right side of the chart.
5. Select the Scale tab.
6. Click on the Units: drop-down.
7. Select the desired fraction to display
8. Click OK.

Keywords: MetaStock DC, MetaStock RT, axis, fraction, chart, layout

How do I dock and undock the XENITH toolbar? 

The XENITH toolbar will stay docked to the top of the screen until it is undocked, an undocked toolbar can be set to Always On Top (will be on top of other applications), Minimize, Full Size bar (thicker toolbar), or Thin Bar (standard size toolbar). 

To undock the XENITH toolbar.

1. Right click onto the toolbar. 
2. Select undock. 
3. To change the settings of the undocked toolbar, right click onto the undocked toolbar and select any of the following:
   • ​​​​​​​​​​​​​​Always On Top
   • Minimize
   • Full Size Bar
   • Thin Bar

To redock the XENITH toolbar.

1. Right click onto the undocked toolbar.
2. Select Dock To Top. 

Keywords: MetaStock, XENITH

How do I download data in DownLoader?

Downloader v15 --> Current

1. Add all your folders to the Download tab in the console.
2. If you are downloading multiple sub-folders under a parent folder, e.g. after installing the MetaStock Utility: click the Find button.
   • Select the parent folder that contains all of your data folders. 
3. If you are downloading a single folder, use the Add button.
   • Select the parent folder that contains your data folder (e.g. Documents\MetaStock)
   • Click Select Folder.
4. Check the Use Current Date option to ensure you have the latest complete day's data. 
5. You can uncheck the option and set it to a date in the past if you wish (NOTE* that you may not get current data with the option unchecked).
6. Verify that the Recollect commodities options is checked if you download Futures data to ensure you are collecting the prior day's volume and open interest (NOTE* If you do not collect Futures data it will not matter if this option is checked or unchecked). 
7. Select the Download button to begin the data collection. 
8. When the download is complete the Collection Report will appear. 
9. A green check means the download was successful.
10. Read cross means there was an update\correction.
11. An "X" means an error occurred.  (invalid symbol, connection issue) 

Keywords: DownLoader, data, Legacy, MSLocal

​​​​​​​MetaStock v15 --> Current

There are over 300 Public Online Data Lists to choose from in MetaStock, some may never be used. These can be customized so that the user can see just those they are interested in. There is more than one way to customized these lists, those steps are provided below. 

Scenario I 

1. Open MetaStock.
2. From the Power Console, select the Charts button.
3. Double click the Public Online Data Lists or one of the lists or lists headers. (Ex. Equities - North America or NYSE).
4. Select the desired lists, more than one can selected by using the Shift or Ctrl keys. 
5. Select Add (A Header must be used, at least once). 
6. Select Save and Close.

Scenario II

1. Open MetaStock.
2. From the Power Console, select the Charts button.
3. Right click on the Public Online Data Lists or one of the lists or lists headers (Ex. Equities - North America or NYSE).
4. Select Manage Public Lists...
5. Select the desired lists, more than one can selected by using the Shift or Ctrl keys. 
6. Select Add (A Header must be used, at least once). 
7. Select Save and Close.

Keywords: MetaStock DC, MetaStock RT, Public Online Lists

MetaStock 11, 12, 13, 14, 15, 16, and 17

There are up to five different ways to be notified when using an expert advisor to show that a condition has been triggered. These include a trend ribbon, commentary window, bar highlight, symbol, and alert. Creating these five items in a custom expert advisor are reviewed below. 

1. Open MetaStock.
2. From the Tools menu on the main toolbar, select Expert Advisor.
3. Select New from the right hand menu, this will open Expert Editor.
4. In the Name tab, name the custom expert advisor, and provide notes about the expert if desired. 

How do I create a Trend Ribbon for a custom Expert Advisor?

1. Click the Trends tab.
2. Paste the custom formula for the bullish trend in the Bullish window.
3. Paste the custom formula for the bearish trend in the Bearish window.
4. Select the Ribbon button, and select the display options for the bullish and bearish trends on the chart.
5. If the custom expert will only contain a trend ribbon, click Ok create the Expert Advisor, and close the editor. 

How do I create Highlights for a custom Expert Advisor?

1. Click the Highlights tab.
2. Select New from the menu on the right hand side, this will open the Experts Highlights Editor.
3. Type the desired name
4. Select the desired Color.
5. Insert\paste the formula in the Condition window.
6. Click OK to close the highlight editor
7. Repeat the above process to create multiple highlights.
8. If the custom expert will only contain bar highlights, click Ok to create the Expert Advisor, and close the editor. 

How do I create Symbols for a custom Expert Advisor?

1. Click the Symbols tab.
2. Select New from the menu on the right, this will open the Experts Symbol Editor.
3. Type the desired name.
4. Insert\paste the formula in the Condition window.
5. Click the Graphics tab.
6. Select the symbol to be used from the Graphic list.
7. Select the Size for the symbol.
8. Choose the Color for the symbol.
9. Type in a Label if one is desired to be displayed on the chart for the symbol. 
10. Select the Symbol Position and Label Position.
11. The label font, color, and size are controlled by clicking the Font button. The gray box to the right shows how the symbol will appear when it is added to a chart.
12. Click OK to close the Expert Symbol Editor.
13. Repeat the same process to create multiple symbols.
14. If the custom expert will only contain symbols, click Ok to create the Expert Advisor, and close the editor. 

How do I create Alerts for a custom Expert Advisor?

1. Click the Alert tab.
2. Select New from the right hand menu, this will open the Expert Alert Editor.
3. Type the desired name.
4. Insert\paste the custom formula into the Condition window.
5. Select the Alert tab.
6. Type in the text the alert is to display when it is triggered.
7. Click Ok to close the Expert Alert Editor.
8. Repeat the same process to create multiple alerts.
9. If the custom expert will only contain alerts, click Ok to create the Expert Advisor, and close the editor. 

How do I insert the text for an expert advisor commentary window?

1. Click the Commentary tab.
2. Within the commentary window insert the desired text for the custom expert advisor.
3. Add any desired formatting such as font size, font color, bold, and italics.
4. If the custom expert will only contain a commentary window, click Ok to create the Expert Advisor, and close the editor. 

Keywords: DC, RT, Pro, EOD, Professional

MetaStock 12, 13, 14, 15, 16, and 17

1. Open MetaStock and the Power Console.
2. Select the Explore button from the Power Console. 
3. Double click onto "Explorations 0 of ###" to bring up the Exploration Editor.
4. Click New on the right hand side, this will open the Exploration Editor.
5. Type the desired name. 
6. Depending on the type of exploration being created both the columns and filter can be used.  Instructions are provided for both. 
7. Select the Column A tab, click into the Col A name box, give it a name (no more than 6-8 characters). 
8. Enter (type or copy\paste) the formula for Column A in the large white window.

Other columns are created\entered the same way. Continue until all columns formulas have been entered.

1. If there is a filter formula, click onto the Filter tab. 
2. Enter (type or copy\paste) the formula in the large white box.
3. Click OK to create the custom exploration and close the Exploration Editor. 

MetaStock 11

1. Open MetaStock. 
2. From the Tools menu select the Explorer. 
3. Click New on the right hand side, this will open the Exploration Editor.
4. Type the desired name. 
5. Depending on the type of exploration being created both the columns and filter can be used.  Instructions are provided for both. 
6. Select the Column A tab, click into the Col A name box, give it a name (no more than 6-8 characters). 
7. Enter (type or copy\paste) the formula for Column A in the large white window. 

Other columns are created\entered the same way. Continue until all columns formulas have been entered. 

1. If there is a filter formula, click onto the Filter tab. 
2. Enter (type or copy\paste) the formula in the large white box. 
3. Click OK to create the custom exploration and close the Exploration Editor. 

Keywords: DC, RT, Pro, EOD, Professional

MetaStock 11 - current version

The Indicator Builder is used to create custom indicators using the MetaStock formula language, steps for doing so are provided below. 

1. Open MetaStock. 
2. From the Tools menu select Indicator Builder. 
3. Click onto New on the right hand side, to open the Indicator Editor. 
4. Type the desired name.
5. Click into the Formula window and either type or copy\paste in the formula. 
6. Click OK to create the formula and close the Indicator Editor. 

Keywords: DC, RT, Pro, EOD, Professional

MetaStock 12 - current version

1. Open MetaStock and the PowerConsole.
2. Select the "System Test" button. 
3. Double click onto "System Tests 0 of ###".
4. This will display the System Editor.
5. Enter the desired name. {New System}
6. Select the desired tab. (Buy Order, Sell Order, Sell Short Order or Buy to Cover Order)
7. Insert\paste custom formula in the condition box.
8. Click OK to create the custom system test.

MetaStock 11

1. Open MetaStock
2. From the Tools menu select, Enhanced System Tester.
3. Click New, this will display the System editor.
4. Enter the desired name. {New System}
5. Select the desired tab. (Buy Order, Sell Order, Sell Short Order or Buy to Cover Order)
6. Insert\paste custom formula in the condition box.
7. Click OK to create the custom system test.

Keywords to include:  DC, RT, Pro, EOD, Professional

How do I find the index instruments for the AU Sectors in Refinitiv XENITH? 

1. Open RefinitivXENITH and select the Helios. 
2. From My Apps select - Home.
3. Select the drop down menu at the top of the screen for ASSET CLASSES.
4. Select ADVANCED SEARCH.
5. From the Eikon Search Tools screen in the Equities section select Indices.
6. Type 200 into Name.
7. Type ASX into the Constituent Exchange section and place a check mark next to ASX Ltd when displayed in the drop down. 
8. Select Apply.
9. The results of the search will be the AU Sectors index symbols.

To export the list of instruments to excel. 

1. Select to Create List  button at the top of the screen. 
2. Place a check in the box next to Name (this will select all of the items in teh search). 
3. Select Export to Excel.
4. This will download the list of items in teh sesarch into an excel file in the specified download location. 

Keywords: Refinitiv XENITH, Excel, MetaStock RT

​​​​​​​MetaStock 11 --> Current

The "Restore workspace on start up" option in MetaStock essentially restores all charts that were opened at the time MetaStock is closed.  This option can be found in the Applications Properties of MetaStock in the General Tab, found by selecting Tools --> Options. 

Keywords: MetaStock, RT, Pro, DC, EOD

How do I insert a new column into the Monitor app in XENITH? 

1. From the open Monitor app right click onto the header of a column. 
2. From the right click menu select to Insert Column. 
3. This will insert an empty column into the Monitor app. 
4. Type to add the data item to populate the column or click onto the Universal Data Item Picker icon to select\search a data item from the available categories.  (Example = Bid) 

Keywords: MetaStock, XENITH

How do I insert a new row into the Monitor app in XENITH? 

1. From the open Monitor app right click onto the back ground of the app. 
2. From the right click menu select Insert Row. 
3. From the right click menu the following actions can also be executed. 
   • ​​​​​​​​​​​​​​Insert Header Row
   • Delete Row
   • Edit Row
   • Hide Row

Keywords: MetaStock, XENITH

How do I install the XENITH Excel Add-In? 

The Office add-in is automatically installed along with XENITH. 

1. Open an Excel workbook. In the ribbon, there is a Refinitiv tab. 
2. Select Refinitiv and then sign in using your XENITH credentials. 
3. Start using the XENITH Excel Add-In. 

The Refinitiv Tab is missing, how do I get it? 

The Office add-in is automatically installed and loaded along with XENITH, and normally, nothing additional is needed to get the Refinitiv tab to display in Excel. However, if the tab is missing in Excel, you can: enable the add-in if it is disabled load the add-in manually if for reason it did not load automatically, or if was unloaded. 

1. In Excel, click the Helios and select Excel Options. 
2. In Excel Options dialog, click Add-Ins.
3. At the bottom of Add-Ins, in Manage choose Disabled Items, and click Go.
4. If you see Refinitiv Eikon - Microsoft Office (ThomsonReuters.CommonOffice.Shim.dll or EikonOfficeShim.dll) select it and select Enable and OK.
5. Restart Excel. The ribbon will display the Refinitiv tab when you reopen Excel. Is the add-in does not appear in the Disabled Items list, check if you need to manually load the add-in. 

To manually load the add-in. 

1. In Excel, select the Helios and select Excel Options.
2. In Excel Options dialog, select Add-Ins. 
3. At the bottom of the Add-Ins, in Manage choose COM Add-Ins, and select Go.
4. Select Refinitiv Eikon - Microsoft Office and OK.
5. Restart Excel. The ribbon will display the Refinitiv tab when you reopen Excel. 

Keywords: XENITH, Pro, Professional, RT

How do I link applications in Refinitiv XENITH? 

1. To link apps within a workspace in Refinitiv XENITH click onto the chain link icon in the top left-hand corner. 
2. Select one of the available colors from the drop down. 
3. Select the chain link icon of another app in the same workspace, and select the same color that was selected in step.
4. The two apps will be linked. 
5. Meaning if an instrument is typed into one of the apps, both apps will automatically report information on that instrument. 

How do I unlink apps in Refinitiv XENITH? 

1. To unlink apps in XENITH click onto the chain link icon in the top left-hand corner of a linked app, and remove the check mark. 
2. The app will no longer be linked. 

Keywords: MetaStock, Refinitiv XENITH

How do I load a instrument(s) to the Monitor app in Refinitiv XENITH? 

1. Select the Helios in Refinitiv XENITH and select the Monitor app.
2. There are multiple ways to load instrument(s) into the Monitor app, by manually typing in an instrument or loading an existing instrument list create in a different Refinitiv XENITH app.
3. These methods are provided below.  
   • Single instrument - Click to select a row in the Monitor app and type in the instrument to display (AAPL.O) and hit enter.
   • Exiting instrument list - From the Type monitor name to open..., select the drop-down menu and select Add Portfolio and Lists, from the list of existing instruments, select the desired instrument lists and select Ok.  
   • Multiple instruments - Use copy/paste to paste a list of instruments from Excel or Word directly into the Monitor app. 
   • Index constituents - To display the instruments included within a given index, for example, the S&P 500, type in the chain RIC for the index and hit enter.  (0#.SPX) This will load all 500 instruments included in the S&P500 Index. 

Keywords: MetaStock, Refinitiv XENITH

There are several ways to open a chart of the desired option from OptionScope. Choose the scenario below that best suits your workflow.

MetaStock v17 --> Current

Scenario 1

1. Open OptionScope.
2. Double click on the desired option ticker to open the chart.

Scenario 2

1. Open OptionScope.
2. Check the box next to the desired option ticker.
3. Click the Open selected Options in a Chart

Scenario 3

1. Open OptionScope.
2. Check the box next to the desired option ticker.
3. Right click on the ticker.
4. Select Open selected Options in a Chart.

Keywords: MetaStock DC, MetaStock RT, options, OptionScope, chart

There are several ways to open a chart of the desired option from QuoteCenter. Choose the scenario below that best suits your workflow.

MetaStock v17 --> Current

Scenario 1

1. Open QuoteCenter.
2. Double click on the desired ticker to open the chart.

Scenario 2

1. Open QuoteCenter.
2. Click the desired ticker.
3. Click the Open selected Instruments in a Chart

Scenario 3

1. Open QuoteCenter.
2. Right click on the desired ticker.
3. Select Open selected Instruments in a Chart.

Keywords: MetaStock DC, MetaStock RT, options, QuoteCenter, chart

Downloader v15 - Current

1. Open DownLoader.
2. From the console select the Download tab.
3. Expand the folder that contains the data file. 
4. To open a single datasheet, place a check next to the data file, right click onto it and select View Security Data. 
5. To open multiple datasheets (the maximum amount of datasheets that can be open at once is 20). 
6. Check the desired data files, right click onto one of the selected items. 
7. Select View Security data for all checked...

Keywords: DownLoader, datasheet

​​​​​​​MetaStock v11 --> Current

1. Open MetaStock. 
2. From the File menu select Open.
3. From the Open dialog, change the Files of Type to Layouts (*.mwl). 
4. The Open dialog will display the layout files saved within the folder listed in the Look in:. (There can be layouts saved in other folders on the system.) 
5. Highlight the desired layout and select Open. 

Keywords: MetaStock DC, EOD, MetaStock RT, Pro

How do I open a saved Quoteline app in Refinitiv XENITH? 

1. From a the Quoteline app select the hamburger icon in the top right-hand corner (three lines) or right-click the back ground and select File - Open. 
2. From the list of Quoteline app double click the desired file. 
3. This will open the file in the Quoteline app. 

Keywords: MetaStock, Refinitiv XENITH

​​​​​​​MetaStock v13 --> Current

1. Open MetaStock.
2. From the Power Console, select the Charts button. 
3. Select the desired instrument, or multiple instruments, from a custom online list or a public online list from the Instruments pane (bottom, left). Check the box next to the list name to select an entire list, or double-click to open a list and check the boxes next the desired instruments.
4. Select the amount of data to load from the right pane. 
5. Select Open chart or press Enter.
6. There are two way to plot an indicator onto the open chart.
   • From the Indicator Quicklist drop down menu select the indicator, then drag/drop the indicator into the chart (To drop the indicator into it's own window, drop it onto the title bar of the chart).
   • From the Insert menu select Indicators, from the Indicators dialog select the indicator (left pane) to insert into the chart, from the right pane select the location in which to display the indicator onto the chart.  Select Ok. 
7. If the selected indicator has properties that are to be set, the Properties dialog will display, set the properties, and select Ok to plot the indicator. 

MetaStock v12

1. Open MetaStock.
2. From the Power Console, select the Charts button.
3. Highlight the exchange group and check the instrument(s) of the charts to be opened and select Next. 
4. Set in the appropriate options in the Charts Options dialog and select Open Chart...
5. There are two way to plot an indicator onto the open chart.
   • From the Indicator Quicklist drop down menu select the indicator, then drag/drop the indicator into the chart (To drop the indicator into it's own window, drop it onto the title bar of the chart).
   • From the Insert menu select Indicators, from the Indicators dialog select the indicator (left pane) to insert into the chart, from the right pane select the location in which to display the indicator onto the chart.  Select Ok. 
6. If the selected indicator has properties that are to be set, the Properties dialog will display, set the properties, and select Ok to plot the indicator.

MetaStock v11

1. Open MetaStock. 
2. From the File menu select Open. 
3. Open the chart(s).
   • If working with online data select the DataLink button, drill into the desired folders, highlight instrument(s) and select open.
   • If working with local data select the Local Data button, browse to the desired folder, highlight instrument(s) and select open. 
4. There are two way to plot an indicator onto the open chart.
   • From the Indicator Quicklist drop down menu select the indicator, then drag/drop the indicator into the chart (To drop the indicator into it's own window, drop it onto the title bar of the chart).
   • From the Insert menu select Indicators, from the Indicators dialog select the indicator (left pane) to insert into the chart, from the right pane select the location in which to display the indicator onto the chart.  Select Ok. 
5. If the selected indicator has properties that are to be set, the Properties dialog will display, set the properties, and select Ok to plot the indicator.

Keywords: MetaStock DC, EOD, MetaStock RT, Pro, plotting, indicators

How do I remove a column from the Monitor app is Refinitiv XENITH? 

1. From the open Monitor app right-click onto a column. 
2. From the right-click menu select Delete Column. 
3. This will remove the selected column from the Monitor app. 
4. The following actions are also available to be executed. 

• Sort A->Z
• Sort Z->A
• Sort by absolute value
• Insert Column
• Insert Free Text Column
• Copy Column
• Paste Column
• Edit Column
• Rename Column
• Format
• Collapse Columns
• Copy the current page address
• Find...

Keywords: MetaStock, Refinitiv XENITH

MetaStock 11 - Current

MetaStock custom formula work* is available for registered MetaStock users who want to develop their own trading ideas within MetaStock but aren't yet comfortable using the MetaStock formula language to develop it themselves. Whether you want to create formulas for indicators, system tests, explorations or the expert advisor, the MetaStock Formula team can help you.

Due to the inherent complexity in the design and creation of trading systems, MetaStock's Formula Team only provides custom formula support and requests via email. There is a $30.00 charge** for each custom formula request.  There are three way to request a custom formula request those are as follows. 

1. Send an email to -​​​​​​​ formulas@MetaStock.com
2. Call MetaStock Sales at - 1-800-882-3040
3. Complete the order form at - https://www.metastock.com/customer/resources/formulas/customformulaform.aspx

Keywords to include:  DC, RT, Pro, EOD, Professional

In version 18 we added the ability to easily reset the zoom level of the chart back to the default amount it was opened with. To reset the zoom level, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Right-click on the X-Axis/dates at the bottom of the chart.
5. Select Reset Displayed Data.

Keywords: MetaStock DC, MetaStock RT, axis, margin, chart, layout

​​​​​​​MetaStock v13 --> current

1. Open MetaStock.
2. From the Power Console, select System Test.
3. Select the desired System Test(s) in the System Tests pane (top, left).
4. Type a ticker symbol in the Instrument(s) field or select an instrument, or multiple instruments, from a custom online list or a public online list.  (you can type multiple instruments by separating them with a space) from the Instruments pane (bottom, left). Check the box next to the list name to select an entire list or double-click to open a list and check the boxes next to the desired instruments .
5. Select the desired options from the right pane.
6. Select Start System Test or press Enter. 

MetaStock v12

1. Open MetaStock.
2. From the Power Console, select the System Tester button.
3. From the Select a System Test dialog select the system test to be used.
4.  Select Next
5. From the Select instruments(s)from lists dialog, highlight the list of instruments to be back tested. Instruments within lists can be checked and unchecked.
6. Select Next.
7. Select the System Test Options.
8. Select Start System Test...

MetaStock v11

1. Open MetaStock.
2. From the Tools menu select Enhanced System Tester.
3. Highlight an System Test(s) and select New Simulation.
4. From the Select Securities dialog select Add Securities.
5. From the Add Securities dialog:
6. If working with local data, select the Local Data button browse to the desired folder, highlight the instruments and select Open.
7. If working with online data, select the DataLink button, highlight the instruments and select Open.
8. Select OK.

Keywords: MetaStock DC, MetaStock RT, back testing, simulation, system test

MetaStock v15 --> Current

Custom interval exploring is only supported in MetaStock v15 and newer

1. Open MetaStock.
2. Open the Power Console.
3. Click the System Test button.
4. Select the desired System Test(s) in the System Tests pane.
5. Type a ticker symbol in the Instrument(s) field or select an instrument or multiple instruments from the Instruments pane.
6. Click the Interval drop-down menu.
7. Select Custom.
8. Set the desired Interval and Multiplier (for a 3-day interval, set the Interval to Day(s) and the Multiplier to 3).
9. Click Start System Test or press Enter.

Keywords: DC, RT, Pro, EOD, Professional

​​​​​​​MetaStockv13 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Explore button. 
3. Select the desired Exploration(s) in the Explorations pane (top, left). 
4. Select the desired instrument, or multiple instruments, from a custom online list or a public online list from the Instruments pane (bottom, left). Check the box next to the list name to select an entire list, or expand a list and check the boxes next the desired instruments.
5. Select the desired options from the right pane.
6. Click Start Exploration or press Enter.

MetaStock v12

1. Open MetaStock. 
2. From the Power Console, select the Explorer button. 
3. From the Select an Exploration dialog highlight the exploration (scan) to be used. 
4. Select Next.
5. From the Select list(s) to Explore dialog, highlight the list of instruments to be explored.  Instruments within lists can be checked and unchecked. 
6. Select Next.
7. Select the Exploration Options. 
8. Select Start Exploration. 

MetaStock v11

1. Open Metastock. 
2. From the Tools menu select The Explorer.
3. Highlight an Exploration(s) and select Explore.
4. From the Select Securities dialog select Add Securities.
5. From the Add Securities dialog:
   • If working with local data, select the Local Data button browse to the desired folder, highlight the instruments and select Open.
   • If working with online data, select the DataLink button, highlight the instruments and select Open.
6. Select OK.

Keywords: MetaStock, Pro, RT, EOD, DC, Exploration, Scan, Explore

​​​​​​​MetaStock 15 --> Current

Custom interval exploring is only supported in MetaStock v15 and newer. 

1. Open MetaStock.
2. From the Power Console select Explore button.
3. Check the desired Exploration(s) in the Exploration plane (top left).
4. Check the desired instruments, or multiple instruments, from Instruments pane (bottom left).  Check the box next to the list name to select an entire list or double-click to open a list and check the boxes next to the desired instruments. 
5. Click the Interval drop-down menu.
6. Select Custom.
7. Set the desired Interval and Multiplier (for a 3-day interval, set the Interval to Day(s) and the Multiplier to 3).
8. Select the desired options from the right pane. 
9. Click Start Exploration or select Enter.

Keywords: Exploration, Scan, MetaStock RT, MetaStock DC

How do I save a Quoteline app in Refinitiv XENITH? 

1. From an open Quoteline app, make all desired customization's. 
2. Right-click the background, select - File - Save As. 
3. From the Saving Document dialog enter in a name and select OK. 

Keywords: MetaStock, Refinitiv XENITH

How do I save a workspace in Refinitiv XENITH? 

1. From the Toolbar, right-click onto the workspace. 
2. Select Restore Workspace then select the date to use in going back a previous version of the Workspace.

Keywords: MetaStock, Refinitiv XENITH

​​​​​​​MetaStock v15 --> Current

1. Open MetaStock.
2. From the Power Console, select the Forecaster button.
3. Type an instrument or select an instrument from a custom list or public online list.
4. Select the desired amount of data to load, from the right pane. 
5. Select Start Forecaster or press Enter.
6. Select Event Recognizer tab. 
7. Click Draw New Pattern (Or select an existing pattern and select Modify Selected Pattern).
8. Enter a Name for the new pattern.
9. Select the desired Compatible Price Intervals from the list. 
10. Select Save. 

Keywords: MetaStock DC, MetaStock RT, Interval, Forecaster

How do I set up custom filters in Refinitiv XENITH New Monitor app? 

1. Select the filter icon from the top right-hand corner of the New Monitor app.
2. This will display options include the Source, Search Mode, Include (type of stories included), and Advance Filter.  
3. Select Advanced Filter then select Add. 
4. From the Select Category drop down the following filter searches are available:
5. Select a category for example Companies and type in General Electric.
6. Select General Electric Co [GE] from the list and select Done.
7. The news stories to the left will include stories on GE. 
8. Once all custom filters have been added close the filter screen.

• Companies
• Markets
• Business Sectors
• Geographies
• More Topics
• Languages
• Sources
• Reports

Keywords: MetaStock, Refinitiv XENITH, News

​​​​​​​MetaStock 11 --> Current

1. Open the Chart.
2. Right click onto the background of the chart.
3. Select Inner Window - Properties.
4. Select Show value in title bar.
5. Select OK. 

Within this dialog the inner window can further be customized to Show the title bar or to Use color of plot, and all options in this dialog can be applied to the opened chart by selecting Apply to all inner windows.

Keywords: MetaStock, Pro, DC, EOD, title bar, chart  

How do I stack and un-stack applications in Refinitiv XENITH? 

1. First, open all of the apps in XENITH to be stacked.
2. To stack the desired apps, drag and drop the app by its toolbar on top of another app until a dotted orange line appears. 
3. The dotted orange line is an indication that the apps are in the stacked mode. 
4. When apps have stacked the name of the app will be displayed at the top, in a tab like display. 
5. To change the order of the stacked apps, drag the tabs to a new position on the title bar. 

To un-stack applications in Refinitiv XENITH? 

1. To un-stack apps in Refinitiv XENITH, select the tab of the desired app from the title bar and drag it out of the stacked frame. 

Keywords: MetaStock, Refinitiv XENITH

​​​​​​​MetaStock v15 --> Current

1. Open MetaStock.
2. From the Power Console select the Forecaster button.
3. Type an instrument into the Instrument(s) field, or select an instrument or multiple instruments from a custom list or public online list (Multiple instruments can be typed in by separating them with a space).
4. Select the Interval drop-down menu, select Custom.
5. Set the desired Interval and Multiplier (for a 3-day interval, set the Interval to Day(s) and the Multiplier to 3). 
6. Select the desired options from the right pane. 
7. Select Start Forecaster or press Enter. 

Keywords: MetaStock RT, MetaStock DC, Forecaster

Downloader v15 --> Current

There are several ways to start the DownLoader application.

1. To start DownLoader from the Windows Start menu:
   • Click on the Windows Start menu
   • Select All Apps (or All Programs depending on the version of Windows that you are running)
   • Open the Refinitiv folder
   • Select DownLoader
2. To start DownLoader from within MetaStock:
   • From the Tools menu:
     • Open the Tools menu
     • Select DownLoader (sixth down the list)
   • From the Standard Toolbar:
     • Click your mouse on the DownLoader icon in the toolbar at the top of the application

We added the ability to change how the values are labeled on the Y-axis. For example, you can change the volume display from 1,500,000 to 1.5M. To change this setting in your chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu.
5. Select Right Y-Axis.
6. Select the Scale tab.
7. Check the Truncate Price Labels option.
8. Click OK.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select Y-Axis Properties, on the values on the right side of the chart.
5. Select the Scale tab.
6. Check the Truncate Price Labels option.
7. Click OK.

Keywords: MetaStock DC, MetaStock RT, axis, chart, layout

We added the ability to view the last value of an indicator on the Y Axis.  There are many ways to change this setting. To view the last value of an indicator on a chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu.
5. Select Right Y-Axis.
6. Select the Scale tab.
7. Click on Show Indicator Last Value Label(s).
8. Click OK.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select Y-Axis Properties, on the values on the right side of the chart.
5. Select the Scale tab.
6. Click on Show Indicator Last Value Label(s).
7. Click OK.

Keywords: MetaStock DC, MetaStock RT, axis, label, marker, chart, layout

Axis Grid Bands are new to MetaStock version 18. These will display bands across the X and/or Y-Axis between the major levels on your chart. There are many ways to change this setting. To add bands to a chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu
5. Select X-Axis
6. Select the Grid tab
7. Click on Show grid bands
8. Click OK

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select X-Axis Properties, on the dates at the bottom of the chart
5. Select the Grid tab
6. Click on Show grid bands
7. Click OK

Keywords: MetaStock DC, MetaStock RT, axis, grid, bands, chart, layout

Axis Properties changed slightly in version 18.  There are many ways to change this setting. To add grid lines to a chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu
5. Select X-Axis
6. Select the Grid tab
7. Click on Show grid lines
8. Click OK

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select X-Axis Properties, on the dates at the bottom of the chart
5. Select the Grid tab
6. Click on Show grid lines
7. Click OK

Keywords: MetaStock DC, MetaStock RT, axis, grid, lines, chart, layout

Axis Grid Bands are new to MetaStock version 18. These will display bands across the X and/or Y Axis between the major levels on your chart. There are many ways to change this setting. To add bands to a chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   1. Type in the instrument using the Instrument(s) field at the top.
   2. Select instrument using Custom Online Data Lists or Public Online Data Lists.
   3. Select local data instrument using Local Data Lists.
4. Open the Format menu
5. Select Right Y-Axis (or Left Y-axis if used)
6. Select the Grid tab
7. Click on Show grid bands
8. Click OK

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select Y-Axis Properties, on the values on the right side of the chart
5. Select the Grid tab
6. Click on Show grid bands
7. Click OK

Keywords: MetaStock DC, MetaStock RT, axis, grid, bands, chart, layout

We added the ability to toggle on/off both major and/or minor grid lines, so the Y Axis Properties changed slightly in version 18.  There are many ways to change this setting. To add grid lines to a chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu.
5. Select Right Y-Axis.
6. Select the Grid tab.
7. Click on Show major grid lines.
8. Click on Show minor grid lines.
9. Click OK.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select Y-Axis Properties, on the values on the right side of the chart.
5. Select the Grid tab.
6. Click on Show major grid lines.
7. Click on Show minor grid lines.
8. Click OK.

Keywords: MetaStock DC, MetaStock RT, axis, grid, lines, chart, layout

How do I update Refinitiv XENITH to the latest version? 

Refinitiv XENITH has an auto-upgrade mechanism built into the application, meaning when a new version is released as long as the application is open(ed) the application will upgrade to the latest version within the release window.  In the event that release window is missed the latest release can be downloaded from the My Downloads page on www.MetaStock.com. 

Downloading Refinitiv XENITH from My Downloads:

1. Go to www.MetaStock.com from the top right-hand corner select My Account - My Downloads.
2. Log in with your username and password.
3. Or.....select No.I haven't registered on MetaStock.com and following the prompts to create an account. 
4. Once logged into My Downloads, the second bullet of number is the download of the latest version of XENITH.
5. Click onto the link XENITH which will begin the download of the install file. 
6. Run the install file to update XENITH to the latest version. 

Keywords: MetaStock, Refinitiv XENITH

​​​​​​​MetaStock v15 --> Current

**It is important to note that you must log in to MetaStock at least once to use Offline mode and must log in at least every 21 days to have Offline mode available.

There is a counter that can be seen by hovering the mouse over the online status icon in the lower-right corner of the application. 

There are several ways to use Offline Mode in MetaStock.

To start MetaStock in Offline Mode select the Windows Start menu.

1. Select the All Apps or All Programs.
2. Open the Refinitiv or MetaStock folder, then select MetaStock Offline Mode.
3. The first time launching a prompt to login to the service will appear, if you have not logged in successfully before. If you have successfully logged in before and saved the password, MetaStock will launch in Offline Mode.

To launch into Offline Mode while MetaStock is running: 

1. From the File menu, select Go Online (second to last in the list). 
2. Or from the Status Bar, right-click the mouse on the icon in the lower right-hand corner of the application, select Go Online. 

Keywords: MetaStock DC, MetaStock RT, Offline mode

​​​​​​​MetaStock v13 --> Current

1. Open MetaStock. 
2. From the Power Console, select the System Test button. 
3. Right click onto the System Test that contains the report to be viewed. 
4. Select Report.
5. Alternatively, select system(s) that have desired reports and select the Report... button.

MetaStock v12

1. Open MetaStock. 
2. From the Power Console, select the System Test button. 
3. Highlight the System Test that contains the report to be viewed.
4. Select the Report button. 

MetaStock v11

1. Open MetaStock. 
2. From the Tools menu, select Enhanced System Tester.
3. Highlight the System Test that contains the report to be viewed.
4. Select the Report button. 

Keywords: MetaStock DC, MetaStock RT, System Test, Back testing, Reports

MetaStock v16 --> Current

Starting with MetaStock version 16, you can now view multiple Exploration Reports at once.

To view All Reports:

1. Open MetaStock
2. Open the Power Console (Click on the icon, from the File menu, or press Ctrl+W on your keyboard)
3. Click the Explore button
4. Right click on Explorations or All Explorations
5. Select View All Reports
6. Alternatively, select the Report... button and choose View All Reports

To view All Favorites Reports:

1. Open MetaStock
2. Open the Power Console (Click on the icon, from the File menu, or press Ctrl+W on your keyboard)
3. Click the Explore button
4. Right-click on Favorites
5. Select View All Favorites Reports

To view a Single Report:

1. Open MetaStock
2. Open the Power Console (Click on the icon, from the File menu, or press Ctrl+W on your keyboard)
3. Click the Explore button
4. Right-click on the desired Exploration that has a report available (designated by <R>) in the Explorations pane (top, left)
5. Select Report​​​​​​​

​​​​​​​To view reports for selected explorations:

1. Open MetaStock
2. Open the Power Console (Click on the icon, from the File menu, or press Ctrl+W on your keyboard)
3. Click the Explore button
4. Select explorations with desired reports
5. Click the Report... button and choose View Report for Selected Explorations

MetaStock v13 --> v15

1. Open MetaStock. 
2. From the Power Console, select the Explore button. 
3. Right click on the Exploration that contains the report to be viewed. 
4. Select Report.

MetaStock v12

1. Open MetaStock.
2. From the Power Console, select the Explorer button. 
3. Highlight the Exploration that contains the report to be viewed. 
4. Select Report button. 

MetaStock v11

1. Open MetaStock.
2. From the Tools menu select The Explorer.
3. Highlight the Exploration that contains the report to be viewed. 
4. Select Report button. 

Keywords: MetaStock DC, MetaStock RT, Explorer, Reports, Scan

Downloader v15 - Current

1. Open DownLoader.
2. Select View from the main menu. 
3. Select Last Collection Report.
4. To view additional details select an item in the collection report and select Details (or double click on the items).
5. You can change the Status  to view the items that were in the OK or Error status (or both).
6. Select Close to close the collection report. 

Keywords: Collection Report, DownLoader

Downloader v15 - Current

1. Open DownLoader.
2. Select View from the main menu.
3. Select Last Conversion Report.
4. To view additional details select an item in the collection report and select Details (or double click on the items).
5. You can change the Status to view the items that were in the OK or Error status (or both).
6. Select Close to close the conversion report.

Keywords: Conversion Report, DownLoader

MetaStock v17 --> Current

Scenario 1

1. Open MetaStock.
2. From the Power Console, select the OptionScope
3. Select a ticker from the list or type in a ticker
4. On the right side of the Power Console you will see Filters that can be set prior to opening the option chain.

• Expiration date range filter – This will filter out any options that do not expire with X number of days. Set to All for no filter.
• Strike Price filter - This will filter out any options that are not with X percent of the underlying instrument. Set to All for no filter.
• Expiration type filter – This will filter out any options that are not Weekly, Monthly, etc. Set to All for no filter.

5. Click Open OptionScope.

Scenario 2

1. Open MetaStock.
2. From the Power Console, select the OptionScope
3. Select a ticker from the list or type in a ticker
4. On the right side of the Power Console you will see Filters that can be set prior to opening the option chain.

• Expiration date range filter – This will filter out any options that do not expire with X number of days. Set to All for no filter.
• Strike Price filter - This will filter out any options that are not with X percent of the underlying instrument. Set to All for no filter.
• Expiration type filter – This will filter out any options that are not Weekly, Monthly, etc. Set to All for no filter.

5. Click Open OptionScope.

Keywords: MetaStock DC, MetaStock RT, options, filter, OptionScope

How do you edit what is displayed in the Quoteline app in Refinitiv XENITH? 

To remove a field: 

1. From an open Quoteline app click onto the hamburger icon in the top right-hand corner (three lines) or right-click the background and select Modify Template. 
2. The display will change to display boxes with "x", select the "x" to remove items from the display.
3. Select OK to save changes. 

To edit a field:

1. From an open Quoteline app click onto the hamburger icon in the top right-hand corner (three lines) or right-click the background and select Modify Template. 
2. Click into an existing field, the Refinitiv XENITH search will appear.  
3. To add exchange, for example, starting typing the word Exchange.
4. Select the desired listing and hit enter. 
5. The Quoteline app will insert an entry for Exchange.
6. Select OK to save the changes.   

To add a new field: 

1. From an open Quoteline app click onto the hamburger icon in the top right-hand corner (three lines) or right-click the background and select Modify Template. 
2. Click onto the plus sign (+) at the bottom of the Quoteline app display. 
3. This will display an empty white box, to add Gross Profit, starting typing the words Gross Profit. 
4. Select the desired listing and hit enter.  
5. The Quoteline app will insert an entry for Gross Profit. 
6. Select OK to save the changes. 

To restore the default template in the Quoteline app:

1. From an open Quoteline app click onto the hamburger icon in the top right-hand corner (three lines) or right-click the background and select Modify Template. 
2. Select the Restore Default button. 
3. Select OK to save changes. 

Keywords: MetaStock, Refinitiv XENITH

The Refinitiv XENITH Data source has varying amounts of data available primarily based on time interval.

• Daily and greater has data back to 1980
• Hourly and 30 minute data will have a years worth of data
• 5 minute or less will have up to 90 days of data
• Tick data available 60,000 data points within 90 days cap

More or less data may be available based on region and/or symbol type (Futures, FOREX, Equities, Indices, Mutual Funds, Options)

Keywords: Refinitiv XENITH, RT

How much data is needed for FIRE 2.0?

FIRE 2.0 uses security price data stored in our MSLocal or Legacy file formats. The amount of data history needed is largely up to the user's preferences.

The default time periods for the FIRE 2.0 tools are as follows:

Breadth Indicators - 500 Time Periods

Custom Indices - 1000 Time Periods

External Relative Strength - 1000 Time Periods & 250 Time Periods in RS Calculation

Breadth Indicators can be customized by the user and the time periods may need to be increased depending on how large a lookback period you set in the calculation info.

Custom Indices with 1000 time periods will provide a user with approximately 4 years of daily historical data.

External Relative Strength with 1000 Time Periods & 250 Time Periods in RS Calculation will provide a user with approximately 750 (1000-250) historical data points.

FIRE 2.0, MetaStock RT, MetaStock DC, MetaStock Pro, MetaStock EOD

We recommend using at least 1000 periods of data to run Don Fishback's ODDS Compression for Options explorations.

Keywords: Don Fishback's ODDS Compression for Options, OODs, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 900 periods of data to run Dr. Issy Bacher's Cycle Trends Plus explorations.

Keywords: Cycle Trends Plus, Dr. Issy Bacher's Cycle Trends Plus, CTP, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run Dr. Stoxx's Trend Trading Toolkit explorations

Keywords: Dr Stoxx Trend Trading Toolkit, Dr Stoxx, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 1250 periods of data to run the Adaptive Cycle Toolkit Explorations.

Keywords: Adaptive Cycle Toolkit, ACT, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 2500 periods of data to run the AlphOmega Elliott Waves Explorations.

Keywords: AlphOmega, AlphOmega Elliott Waves, AOEW, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Around the Horn Explorations.

Keywords: Around the Horn, ATH, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the CPR Explorations.

Keywords: John Murphy, Chart Pattern Recognition, CPR, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Chuck Hughes' Prime Trade Select Explorations.

Keywords:  Chuck Hughes' Prime Trade Select, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 400 periods of data to run the Chuck Hughes' Prime Trade Select Explorations.

Keywords: Domistock, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 300 periods of data to run the Dr. Elder's Trading Room explorations.

Keywords: Dr. Elder's Trading Room, Dr Elder's, Elders, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 1300 periods of data to run the ETS 2.1 Trading System Explorations.   Keywords: ETS 2.1 Trading System, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 20,000 periods of data to run the FX Trader's Advantage Explorations.

Keywords: FX Trader's Advantage, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Greg Morris' Japanese Candle Pattern Recognition Explorations.

Keywords: Greg Morris' Japanese Candle Pattern Recognition, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Jake Bernstein’s Setup and Timing Triggers Explorations.

Keywords: Jake Bernstein’s Setup and Timing Triggers , Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the John Bollinger's Bollinger Band System Explorations.

Keywords: John Bollinger's Bollinger Band System, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the John Bollinger's Bollinger Band Toolkit  Explorations.

Keywords: John Bollinger's Bollinger Band Toolkit, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the John Carter's Squeeze System Explorations.

Keywords: John Carter's Squeeze System, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Marc Belnick's Bullish-Buy & Bearish-Sell Explorations.

Keywords: Marc Belnick's Bullish-Buy & Bearish-Sell, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Martin Pring's Special K Explorations.

Keywords: Martin Pring's Special K, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the MetaSwing Explorations.

Keywords: MetaSwing, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Nison's CandleSticks Unleashed Explorations.

Keywords: Nison's CandleSticks Unleashed, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Performance Systems Plus Explorations.

Keywords: Performance Systems Plus, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Price Headley's Big Trends Toolkit 2.0 Explorations.

Keywords: Price Headley's Big Trends Toolkit 2.0, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Red Rock Pattern Strategies Explorations.

Keywords: Red Rock Pattern Strategies, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Rick Saddler's Patterns for Profit Explorations.

Keywords: Rick Saddler's Patterns for Profit, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Rob Hoffman's Pro Trader ELITE Explorations.

Keywords: Rob Hoffman's Pro Trader ELITE, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

We recommend using at least 1000 periods of data to run the Steve Bigalow's Candle Profit System add-on Explorations.

Keywords: Steve Bigalow's Candle Profit System, Add On, MetaStock D/C, MetaStock R/T, MetaStock Pro, MetaStock EOD

How much data is needed to run the Steve Ruffley's TraderMaker exploration?

We recommend using at least 500 periods of data to run the Steve Ruffley's TraderMaker Explorations.

Keywords: Steve Ruffley's TraderMaker, Add Ons, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Stuart McPhee's Trade Launch Systems exploration?

We recommend using at least 500 periods of data to run the Stuart McPhee's Trade Launch Systems Explorations.

Keywords: Stuart McPhee's Trade Launch Systems, Add Ons, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Superior Profit's CUE Global exploration?

We recommend using at least 500 periods of data to run the Superior Profit's CUE Global Explorations.

Keywords: Superior Profit's CUE Global, Add Ons, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Tactical Trader Advanced Trading Strategies exploration?

We recommend using at least 500 periods of data to run the Tactical Trader Advanced Trading Strategies Explorations.

Keywords: Tactical Trader Advanced Trading Strategies, Add Ons, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Teach Talk Trade's Trend Momentum Toolkit exploration?

We recommend using at least 500 periods of data to run the Teach Talk Trade's Trend Momentum Toolkit Explorations.

Keywords: Teach Talk Trade's Trend Momentum Toolkit, Add Ons, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

We recommend using at least 500 periods of data to run the Top Dog Trading Explorations.

Keywords: Barry Burns' Top Dog Trading, TDT, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Vince Vora’s Our Favorite Trade Setups exploration?

We recommend using at least 500 periods of data to run the Vince Vora’s Our Favorite Trade Setups Explorations.

Keywords: Vince Vora’s Our Favorite Trade Setups, Add Ons, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Vince Vora’s Winning Momentum Strategy exploration?

We recommend using at least 500 periods of data to run the Vince Vora’s Winning Momentum Strategy Explorations.

Keywords: Vince Vora’s Winning Momentum Strategy, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Walter Bressert Profit Trader exploration?

We recommend using at least 1000 periods of data to run the Walter Bressert Profit Trader Explorations.

Keywords: Walter Bressert Profit Trader, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run the Winans Preferred Stock Toolbox explorations?

We recommend using at least 500 periods of data to run the Winans Preferred Stock Toolbox Explorations.

Keywords: Winans Preferred Stock Toolbox, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How much data is needed to run Wendy Kirkland's Automated Swing Trader exploration?

We recommend using at least 500 periods of data to run Wendy Kirkland's Automated Swing Trader Explorations.

Keywords: Wendy Kirkland's Automated Swing Trader, Add On, MetaStock D/C, MetaStock R/T,  MetaStock Pro, MetaStock EOD

How to add a System Test to Favorites in MetaStock

MetaStock V18 -> Current

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side
4. Right-click on the desired System Test in the System Tests pane (top, left)
5. Select Add to Favorites
6. The System Test will now appear on the Favorites tab next to All System Tests.

MetaStock V16 -> 17.5

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side
4. Right-click on the desired System Test in the System Tests pane (top, left)
5. Select Add to Favorites
6. The System Test will now appear under the Favorites section between System Tests and All System Tests.

Keywords: DC, RT, Pro, EOD, Professional

MetaStock version 18 introduced new charts and many accompanying features, including the ability to add arrows on the trendline. To add arrows on the trendline, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. From the Trendline toolbar on the left side of MetaStock, select the Trendline.
5. Click at the desired start point, move the mouse to the desired end point and click again.
6. Double click, or right-click and select Properties, on the trendline.
7. Select the Right Arrow option.
8. Select the Left Arrow option, if desired.
9. Click OK.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Insert menu
5. Select Trendline
6. Click at the desired start point, move the mouse to the desired end point and click again.
7. Double click, or right-click and select Properties, on the trendline.
8. Select the Right Arrow option.
9. Select the Left Arrow option, if desired.
10. Click OK.

Keywords: MetaStock DC, MetaStock RT, trendline, line study, arrow, change, chart

MetaStock version 18 introduced new charts and many accompanying features, including the ability to add custom text on the trendline. To add this info on the trendline, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. From the Trendline toolbar on the left side of MetaStock, select the Trendline.
5. Click at the desired start point, move the mouse to the desired end point and click again.
6. Double click, or right-click and select Properties, on the trendline.
7. Select the Custom Label: option.
8. Enter the desired text in the field to the right.
9. Click OK.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Insert menu
5. Select Trendline
6. Click at the desired start point, move the mouse to the desired end point and click again.
7. Double click, or right-click and select Properties, on the trendline.
8. Select the Custom Label: option.
9. Enter the desired text in the field to the right.
10. Click OK.

Keywords: MetaStock DC, MetaStock RT, trendline, line study, text, chart

How to add multiple Explorations to Favorites in MetaStock?

MetaStock v18 --> Current

1. Open MetaStock
2. Open the Power Console
3. Select the Explorer button on the left side
4. Select the desired Explorations in the Explorations pane(top, left)check box
5. Right-click on one of the Explorations
6. Select Add Selected Explorations to Favorites
7. The Explorations will now appear on the Favorites tab next to All Explorations

MetaStock v16 --> 17.5

1. Open MetaStock
2. Open the Power Console
3. Select the Explorer button on the left side
4. Select the desired Explorations in the Explorations pane(top, left)check box
5. Right-click on All Explorations
6. Select Add Selected Explorations to Favorites
7. The Explorations will now appear under the Favorites section between Explorations and All Explorations

Keywords: MetaStock DC, MetaStock RT, Explorations, Scan

How to add multiple System Tests to Favorites in MetaStock?

MetaStock v18 --> Current

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side
4. Select the desired System Tests in the System Tests pane(top, left)check box
5. Right-click on one of the selected System Tests
6. Select Add Selected System Tests to Favorites
7. The System Tests will now appear on the Favorites tab next to All System Tests

MetaStock v16 --> 17.5

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side
4. Select the desired System Tests in the System Tests pane(top, left)check box
5. Right-click on All System Tests
6. Select Add Selected System Tests to Favorites
7. The System Tests will now appear under the Favorites section between System Tests and All System Tests

Keywords: DC, RT, Pro, EOD, Professional

Downloader 15 - Current

If you would like to add more data to your existing local data files, you can adjust the first date and re-download the data to fill in the extra historical data.

1. Open DownLoader.
2. Open DownLoader Console.
3. Select the Download tab.
4. To change a single symbols first date right click on the security in which you wish to adjust then select Adjust first date
5. To adjust the first date on several symbols, select the desired securities by checking the boxes to the left of each one then right click on the folder containing the securities to select Adjust first date for all checked.
6. Set the desired date. The Date must be prior to the existing First date. Setting it to a later date could lead to deleting data.  A warning message will appear if data would be deleted.
7. Click OK.
8. The next time data is downloaded, the extra data will be appended to the file(s).

Keywords: DC, RT, Pro, EOD, Professional

With the addition of new charts in MetaStock version 18, many new features are included. We have a better way to adjust the time zone in a chart. There is a new setting in Chart Options that works better in most cases. Changing this setting in the Trading Sessions tab is declaring the time zone that the trade sessions are defined in. We would not recommend changing it in most cases, because it will use the daylight savings for the time zone that is set and that may cause unintended side effects on how the data is filtered and displayed. Also, it causes custom sessions to be defined so we will no longer get updates from the data provider. The time zone on the chart options page controls the time zone that the chart data is displayed in only and will not have other unintended side effects. To adjust this setting, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu.
5. Select Chart Window.
6. From the Chart Options tab, change the Time Zone field to the desired time zone.
7. Click OK.

If you have already adjusted this setting in the Trading Sessions tab, it should be changed from the Trading Sessions to the Chart options tabs. To fix the setting, follow the steps below:

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Format menu.
5. Select Chart Window.
6. Select the Trading Sessions tab.
7. Click the Defaults button at the bottom.
8. Select Restore defaults for this page.
9. Select Chart Window.
10. From the Chart Options tab, change the Time Zone field to the desired time zone.
11. Click OK.

Keywords: MetaStock DC, MetaStock RT, time zone, chart, layout

With the addition of new charts in MetaStock version 18, many new features are included. We now have the ability to adjust the margin at the top and bottom of an inner Window. In the past, we always left a 10% margin above and below the values in the chart. Now, this can be customized. To adjust this setting, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Click and hold the mouse button, near the bottom of the Y-Axis and drag up or down slightly, until the lowest price visible is where you want the margin set.
5. Click and hold the mouse button, near the top of the Y-Axis and drag up or down slightly, until the highest price visible is where you want the margin set.
6. If you wish this to be applied to all Smart Charts opened in the future, save this as the Default Template by right-clicking in an empty area of the chart and selecting Save as Default Template.

Keywords: MetaStock DC, MetaStock RT, axis, margin, chart, layout

MetaStock v17 --> Current

***WARNING*** Please be cautious when editing this file, as invalid entries can cause MetaStock to no longer open.

1. Close MetaStock
2. Open File Explorer and browse to the following folder path (AppData is a hidden folder, so a View option may need to be changed to Show hidden files):
3. C:\Users\{Profile Name}\AppData\Local\Refinitiv\MetaStock\17.0
4. Locate PowerConsoleSettings.xml
5. Right click on the file
6. Select Open with…
7. Select Notepad
8. Locate the following line
9. <NumMostProfitableToKeepLimit>100</NumMostProfitableToKeepLimit>
10. Change 100 to the desired value. Increasing this value may cause the System Tester database to reach its maximum size limit.

Keywords: MetaStock DC, MetaStock RT, optimize, System Test, report, most profitable

In version 17 we added the ability to easily back up your custom files. The instructions are provided below:

MetaStock v17 --> Current

1. Open MetaStock
2. Open the File menu
3. Select Backup User Files
4. Click Select Folder (The folder will default to Documents\MetaStock. The same place your templates, etc. are stored.)
5. If the file already exists, you will be prompted with an Overwrite Existing File dialog. Click Yes to overwrite the existing file. Click No, to make a new file that will have (1) on the end, for example.
6. The file is named MetaStockUserBackup.zip

Keywords: MetaStock DC, MetaStock RT, backup, back-up, custom, user files

MetaStock version 18 introduced new charts and with them, the ability to plot in new styles. You can now display certain indicators as filled bands, for example, Bollinger Bands. If you have charts from a previous version of MetaStock, we will convert these to the new chart format, leaving the properties as they were to keep them as close as possible to the way you are used to seeing them. To change the indicators from the old style to the new style, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Double click, or right-click and select Properties, on Bollinger Bands.
5. Make the desired changes (change the values, color or transparency, etc.).
6. To set the changes to the new color and style, click the Defaults button.
7. Select Restore defaults for this page.
8. Click OK.

Keywords: MetaStock DC, MetaStock RT, default, save, indicator, chart

Downloader 15 - Current

The new file format database will support up to 100000 individual securities and can contain 100000 records each in one repository (folder). Each repository will have its own database. The file can grow quite large.

DownLoader 15

To convert a Legacy MetaStock file to the new MetaStock local data file in DownLoader XV:

1. Open DownLoader Console with the D button or File > Open DownLoader Console.
2. Select the Convert tab in the DownLoader Console.
3. In the Source section, set the File type to CSV.
4. Click the Browse button on the upper right to select the parent folder that contains your CSV files (e.g. Documents).
5. In the Destination section, set the File type to MSLocal
6. Select a Destination folder in which to create your new local data files by clicking the Browse button on the lower right.  If you wish to create a new sub-folder to help organize your data, click the New folder button.
7. Check the option to Overwrite matching data records in destination if you wish to replace the old data in the destination file with potentially newer data from the source. Leave this unchecked if you wish to preserve the data already in the destination file.
8. Click the Convert button.

Keywords: DC, EOD

DownLoader 15 - Current

The DownLoader can be used to convert Legacy Local Data files to CSV files.  This document will help you convert your legacy MetaStock files to CSV file format.

1. Select the Convert tab in the DownLoader Console.
2. In the Source section, set the File type to Legacy.
3. Click the Browse button to select the parent folder that contains your old Legacy files (e.g. C:\MetaStock Data).  If there are multiple sub-folders, these will be added automatically. You can deselect a folder or a security by unchecking it on the left side.
4. In the Destination section, set the File type to CSV
5. Select a Destination folder in which to create your new CSV files.  If you wish to create a new sub-folder to help organize your data, click the New folder button.
6. Check the option to Overwrite matching data records in destination if you wish to replace the old data in the destination file with potentially newer data from the source. Leave this unchecked if you wish to preserve the data already in the destination file.
7. Click the Convert button.

Keywords to include:  DC, RT, Pro, EOD, Professional

DownLoader v15 --> Current

1. Open DownLoader
2. Open DownLoader Console
3. Open the folder that contains the desired security
4. Click the Triangle to the left of the Folder name
5. Right click on the Security or Securities
6. Select Copy all checked to…
7. Select the desired folder in which to copy to. The destination folder must already be added to the Download tab
8. If the desired destination folder in not in the list:
9. Click Cancel
10. Click Add
11. Select the desired folder
12. Click the Select Folder button
13. Click Select

Keywords: DownLoader, Copy, Local data

With the release of DownLoader 17 we re-released our old Legacy file format. This document will help you create Legacy local data files, update them via DataLink and get them into MetaStock 17. The new file format database will support up to 6000 individual securities and can contain 65500 records each.

DownLoader v17 --> Current

To create a new local data file in DownLoader 17:

1. Open DownLoader
2. Select the Download tab in the DownLoader Console
3. Click the Add button
4. Select a folder in which to create your Legacy local data files (E.g. Under your Documents folder, select the MetaStock folder)
5. If you wish to create a new sub-folder to help organize your data, click the New folder button and name it accordingly (e.g. Stocks)
6. Click the Select Folder button
7. Right click on the newly created folder
8. Select Create new security…
9. Select Legacy
10. Click OK
11. Type in an instrument into the Symbol field
12. If you need help finding the instrument, click the Look-up button
13. If you wish to create a large number at once, select the Multiple Selections option, then click Look-Up
14. Double click the folder, or click the arrow on the left side of the folder name, to expand the list (e.g. Index Constituents)
15. Select the box next the folder or individual ticker that you wish to add
16. Click Select
17. Enter a Name (If you used the Look-up the name will be filled in automatically. If you leave the field blank, the symbol will be used as the name.)
18. Set the desired Interval
19. Supported intervals are Daily, Weekly, and Monthly (Intraday intervals are not currently supported).
20. Set the First date field to the desired date where you want to collecting data.
21. Default is five years. If you change this, the application will remember your change
22. Change the Units, if necessary.
23. Click If you need to create more, click Create in the above step and the repeat and click OK on the last one

To download the new local data files:

1. Make sure all of your folders are added to the list in the Download tab
2. The steps above should have added the folder automatically. If there are others, use the Find button to make sure they are all added
3. Click the Find button
4. Select the root folder that contains all of your data folders (e.g. Documents\MetaStock)
5. Click Select Folder
6. Check the Use current date option to ensure you have the latest complete day’s data.
7. You can uncheck the option and set it to a date in the past if you wish. Please note that you may not current data with the option is unchecked.
8. Verify that the Recollect commodities option is checked if you download Futures data to ensure you are collecting the prior day’s volume and open interest. If you do not collect this type of data it will not matter if this option is checked or unchecked.
9. Check the option to Include partial bars, if you wish to collect the current days snapshot data (does not apply to all data vendors or markets. DataLink does offer this service). The data will be update the next time you download data
10. Click the Download button in the lower, right corner of the DownLoader Console
11. The Download Status window will show the progress and when complete you will be prompted with the Collection Report. The report will show you all of the securities that were in the download attempt with a status indicator next to each. Green check means the download was successful. Red cross means there was an update/correction. An “X” means an Error.
12. Double click on the security in the report (or select the item and click Details) to see a detailed Security Report
13. Click Close when complete with the detailed report
14. Click Close to dismiss the Collection Report. If you want to see the most recent report again, open the View menu and select Last Collection Report

To create a new custom list of Local Data files in MetaStock:

1. Double click on Local Data Lists or right click on Local Data Lists and select New
2. Give the list a name
3. Add the desired instruments
4. Click Browse (It should look in the Documents\MetaStock folder by default)
5. Click Browse
6. Open the folder that contains your local data. Supported file formats are the new MetaStock, older MS Legacy, and CSV)
7. Click Select Folder
8. Select the file(s) and click Add
9. Click Save
10. Or click Add from existing list
11. Open the existing list, under Local Data lists, by clicking the triangle to the left of the list and select the desired file(s)
12. Click Add
13. Click Add Instrument(s)

To add an instrument to an existing Local Data custom list:

1. Double click on the name of the existing list that you wish to add to or right click on the existing list and click Edit.
2. Click Browse (It should look in the Documents\MetaStock folder by default)
3. Click Browse
4. Open the folder that contains your local data (supported file formats are the new MS Local data, older MS Legacy, and CSV)
5. Click Select Folder
6. Select the file(s) and click Add
7. Click Save

1. Or click Add from existing list
2. Open the existing list, under Local Data lists, by clicking the triangle to the left of the list and select the desired file(s)
3. Click Add
4. Click Add Instrument(s)

1. Right click in a chart
2. Select Add to Custom List
3. Select an existing list and click OK
4. Or click Create New
5. Define a name for the new list
6. Click Create
7. Click Ok

Keywords: DownLoader, Local Data, New Security, Download data, Custom lists

MetaStock version 18 introduced the ability to add and save custom percentage values to Fibonacci Retracement and Projection line studies. The way we draw line studies now has changed, as well. You now simply click at the start and end points (or 3 clicks for the Projection). You no longer need to hold down the mouse button while drawing. To add the custom percentage value, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. From the Line Studies Toolbar on the left side of MetaStock, select the Fibonacci Retracement.
5. Click at the desired start point, move the mouse to the desired end point and click again.
6. Double click, or right-click and select Properties, on the Fibonacci line study
7. Select the Line Settings tab
8. Enter the desired Percentage value
9. Click Add
10. To save these values, click the Defaults button
11. Select Save current page as default
12. Click OK

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Insert menu
5. Select the Fibonacci Retracement
6. Click at the desired start point, move the mouse to the desired end point and click again.
7. Double click, or right-click and select Properties, on the Fibonacci line study
8. Select the Line Settings tab
9. Enter the desired Percentage value
10. Click Add
11. To save these values, click the Defaults button
12. Select Save current page as default
13. Click OK

Keywords: MetaStock DC, MetaStock RT, trendline, line study, chart

How do I delete local securities in DownLoader?

Downloader v15 --> Current

1. Open DownLoader. 
2. From the Download tab in the console, expand the folder that contains the data file by selecting the triangle.
3. Place a check next to the data file to be deleted. 
4. Right-click on the data file in which you wish to remove. 
5. Select Delete.
6. If you wish to delete multiple data files from a folder, check the desired data files. 
7. Right-click on the folder path and select Delete all checked...

Keywords: DownLoader, Legacy, MSLocal, Delete

After saving a new Default Template, it may be necessary to delete your existing Smart Charts. Starting in MetaStock 17, we made this much easier.

MetaStock v17--> Current

1. Open MetaStock (make sure all Smart Charts are closed)
2. Open the File menu
3. Select Delete Smart Charts

Keywords: MetaStock DC, MetaStock RT, Smart Charts, Default template

Starting with MetaStock 17 you have the ability to Auto-update the Instrument Lists in MetaStock. To disable this option, follow the steps below:

MetaStock v17 --> Current

1. Open MetaStock
2. Open the Tools menu
3. Select Options
4. Select the General tab
5. Uncheck the option to Update public lists
6. Click OK

Keywords: MetaStock RT, MetaStock DC, Instrument Lists, symbol, lookup, public lists

DownLoader v15 --> Current

1. Make sure all of your folders are added to the list in the Download tab
2. The steps above should have added the folder automatically. If there are others, use the Find button to make sure they are all added
3. Click the Find button
4. Select the root folder that contains all of your data folders (e.g. Documents\MetaStock)
5. Click Select Folder
6. Check the Use current date option to ensure you have the latest complete day’s data.
7. You can uncheck the option and set it to a date in the past if you wish. Please note that you may not current data with the option is unchecked.
8. Verify that the Recollect commodities option is checked if you download Futures data to ensure you are collecting the prior day’s volume and open interest. If you do not collect this type of data it will not matter if this option is checked or unchecked.
9. Check the option to Include partial bars, if you wish to collect the current days snapshot data (does not apply to all data vendors or markets. DataLink does offer this service). The data will be update the next time you download data
10. Click the Download button in the lower, right corner of the DownLoader Console
11. The Download Status window will show the progress and when complete you will be prompted with the Collection Report. The report will show you all of the securities that were in the download attempt with a status indicator next to each. Green check means the download was successful. Red cross means there was an update/correction. An “X” means an Error.
12. Double click on the security in the report (or select the item and click Details) to see a detailed Security Report
13. Click Close when complete with the detailed report
14. Click Close to dismiss the Collection Report. If you want to see the most recent report again, open the View menu and select Last Collection Report

Keywords: DownLoader, download, data, DataLink

MetaStock version 18 introduced new charts. The way we draw line studies now has changed for the better. You now simply click at the start and end points (or 3 clicks for the ones requiring it). You no longer need to hold down the mouse button while drawing. To draw a line study in a chart, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. From the Trendline/Line Studies Toolbar on the left side of MetaStock, select a line study (e.g. Trendline or Fibonacci Retracement).
5. Click at the desired start point, move the mouse to the desired end point and click again.

Or 

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Open the Insert menu
5. Select a line study (e.g. Trendline or Fibonacci Retracement)
6. Click at the desired start point, move the mouse to the desired end point and click again.

Keywords: MetaStock DC, MetaStock RT, trendline, line study, chart

Starting with MetaStock 17 you have the ability to Auto-update the Instrument Lists in MetaStock. To enable this option, follow the steps below:

MetaStock v17 --> Current

1. Open MetaStock
2. Open the Tools menu
3. Select Options
4. Select the General tab
5. Check the option to Update public lists
6. Click OK

Keywords: MetaStock RT, MetaStock DC, Instrument Lists, symbol, lookup, public lists

DownLoader v17 --> Current

1. Open DownLoader
2. Open DownLoader Console
3. Open the folder that contains the desired security
4. Click the Triangle to the left of the Folder name
5. Right click on the Security or Securities
6. Select Move all checked to…
7. Select the desired folder in which to move to. The destination folder must already be added to the Download tab
8. If the desired destination folder in not in the list:
9. Click Cancel
10. Click Add
11. Select the desired folder
12. Click the Select Folder button
13. Click Select

Keywords: DownLoader, Move, Local data

In MetaStock version 17 we added a button to make it easier to view your past System Test reports

MetaStock v17 --> Current

To view specific reports:

1. Open MetaStock.
2. From the Power Console, select the System Test
3. Select the System Test(s) in which you want to see the report.
4. Click the Report…​​​​​​​
5. Select the desired report
6. Click View.

Keywords: MetaStock DC, MetaStock RT, System Test, report

In MetaStock version 17 we added a button to make it easier to view your past Exploration reports.

MetaStock v17 --> Current

To view specific reports:

1. Open MetaStock.
2. From the Power Console, select the Explore
3. Select the Exploration(s) in which you want to see the report.
4. Click the Report…
5. Click View Report for Selected Explorations.

To view all reports:

1. Open MetaStock.
2. From the Power Console, select the Explore
3. Click the Report…
4. Click View All Reports.

Keywords: MetaStock DC, MetaStock RT, Exploration, report

How to open charts from an Exploration Report?

MetaStock v16 --> Current

While viewing the results of an Exploration Report To open a single chart:

From the Exploration Report.double click on the instrument you wish to open or select the instrument and click Open Chart

To open multiple charts:

While viewing the results of an Exploration Report, select the instruments using Shift or Ctrl, and click Open Chart ,

Keywords: MetaStock DC, MetaStock RT, Explorations, Scan

In MetaStock version 17 we introduced a new Power Tool called OptionScope. It is a tool that will provide an up to date options chain. There a few different ways to open OptionScope. Choose one from the below scenarios to open OptionScope:

MetaStock v17 --> Current

Scenario 1

1. Open MetaStock.
2. From the Power Console, select the OptionScope
3. Type the desired ticker in the Instrument field or select a ticker from the list.
4. Set the desired Filters.
5. Click Open OptionScope or double click on a ticker.

Scenario 2

1. Open MetaStock.
2. From the standard toolbar at the top of the application, click the OptionScope
3. Type the desired ticker in the Symbol
4. Set the desired Filters.
5. Click Go.

Scenario 3

1. Open MetaStock.
2. Open a chart
3. Right click in an empty area of the chart
4. Select OptionScope.

Scenario 4

1. Open MetaStock.
2. Open the Tools menu.
3. Select OptionScope.
4. Type the desired ticker in the Instrument field or select a ticker from the list.
5. Set the desired Filters.
6. Click Open OptionScope or double click on a ticker.

Keywords: MetaStock DC, MetaStock RT, options, OptionScope

In MetaStock version 17 we introduced a new Power Tool called QuoteCenter. It is a tool that will provide up to date quotes in a grid layout. There a few different ways to open QuoteCenter. Choose one from the below scenarios to open QuoteCenter:

MetaStock v17 --> Current

Scenario 1

1. Open MetaStock.
2. From the Power Console, select the QuoteCenter
3. If you have an existing list in which you want to see, click the Use Existing List
4. If you do not have an existing list, use the Build Custom List tab to select the desired tickers.
5. Click Open QuoteCenter

Scenario 2

1. Open MetaStock.
2. From the standard toolbar at the top of the application, click the QuoteCenter button.
3. If you have an existing list in which you want to see, click the Selected Instrument List drop-down menu and select one of your existing lists.
4. If you do not have an existing list, use the Instrument Search button to select the desired tickers or type in the desired ticker in the Add Instrument field and click

Scenario 3

1. Open MetaStock.
2. Open a chart
3. Right click in an empty area of the chart
4. Select QuoteCenter.
5. If you have an existing list in which you want to see, click the Selected Instrument List drop-down menu and select one of your existing lists.
6. If you do not have an existing list, use the Instrument Search button to select the desired tickers or type in the desired ticker in the Add Instrument field and click

Scenario 4

1. Open MetaStock.
2. Open the Tools menu.
3. Select QuoteCenter.
4. If you have an existing list in which you want to see, click the Selected Instrument List drop-down menu and select one of your existing lists.
5. If you do not have an existing list, use the Instrument Search button to select the desired tickers or type in the desired ticker in the Add Instrument field and click

Keywords: MetaStock DC, MetaStock RT, quotes, QuoteCenter

We have had this ability in previous versions, but in MetaStock version 17 we added the option to say Yes to all or No to all when closing.

MetaStock v17 --> Current

1. Open MetaStock and open some charts.
2. Open the File menu
3. Select Close all
4. If there are any open charts that need saving, you will be prompted with a dialog asking if you want to save. To save the individual chart, click Yes. To save all charts, click Yes to all. To close the charts without saving, click No to all.

Keywords: MetaStock DC, MetaStock RT, save, chart, close all

How to quickly save all open charts in MetaStock?

MetaStock v16 --> Current

We added a hot key in MetaStock to make easier to save all open charts. On your keyboard, press the Ctrl+Shift+S keys You can also open the File menu and select Save all

Keywords: MetaStock DC, MetaStock RT, Charts

How to remove a System Test from Favorites in MetaStock?

MetaStock v18 --> Current

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side.
4. Select the Favorites tab.
5. Right-click on the System Test you wish to remove from the System Tests pane(top, left)
6. Select Remove from Favorites.
7. The System Test will now disappear from the Favorites tab next to All System Tests.

MetaStock v16 --> 17.5

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side
4. Right-click on the System Test you wish to remove from the System Tests pane(top, left)
5. Select Remove from Favorites
6. The System Test will now disappear from the Favorites section between System Tests and All System Test

Keywords: DC, RT, Pro, EOD, System Test

How to remove an Exploration from Favorites in MetaStock?

MetaStock v18 --> Current

1. Open MetaStock
2. Open the Power Console
3. Select the Explorer button on the left side.
4. Select the Favorites tab.
5. Right-click on the Exploration you wish to remove from the Explorations pane(top, left)
6. Select Remove from Favorites
7. The Exploration will now disappear from the Favorites tab next to All Explorations

MetaStock v16 --> 17.5

1. Open MetaStock
2. Open the Power Console
3. Select the Explorer button on the left side
4. Right-click on the Exploration you wish to remove from the Explorations pane(top, left)
5. Select Remove from Favorites
6. The Exploration will now disappear from the Favorites section between Explorations and All Explorations

How to remove multiple Explorations from Favorites in MetaStock?

MetaStock v18 --> Current

1. Open MetaStock
2. Open the Power Console
3. Select the Explorer button on the left side.
4. Select the Favorites tab.
5. Select the next the Explorations you wish to remove from the Explorations pane(top, left)check box
6. Right-click on Favorites
7. Select Remove Selected Explorations from Favorites
8. The Explorations will now disappear from the Favorites tab next to All Explorations

MetaStock v16 --> 17.5

1. Open MetaStock
2. Open the Power Console
3. Select the Explorer button on the left side
4. Select the next the Explorations you wish to remove from the Explorations pane(top, left)check box
5. Right-click on Favorites
6. Select Remove Selected Explorations from Favorites
7. The Explorations will now disappear from the Favorites section between Explorations and All Explorations

How to remove multiple System Tests from Favorites in MetaStock?

MetaStock v18 --> Current

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side.
4. Select the Favorites tab.
5. Select the next the System Tests you wish to remove from the System Tests pane(top, left)check box
6. Right-click on Favorites
7. Select Remove Selected System Tests from Favorites
8. The System Tests will now disappear from the Favorites tab next to All System Tests

MetaStock v16 --> 17.5

1. Open MetaStock
2. Open the Power Console
3. Select the System Test button on the left side
4. Select the next the System Tests you wish to remove from the System Tests pane(top, left)check box
5. Right-click on Favorites
6. Select Remove Selected System Tests from Favorites
7. The System Tests will now disappear from the Favorites section between System Tests and All System Tests

How to save a custom list from an Exploration Report?

MetaStock v16 --> Current

After the Exploration has completed and you are looking at the report, you can add some or all of the tickers to a custom list.

1. To save all tickers:
2. Select the desired tab from which to save the tickers (Results or Rejects) 
3. Click the Save List button
4. Select an existing list or click Create New to make a new list
5. Click OK to create the list

To save some tickers:

1. Select the desired tab from which to save the tickers (Results or Rejects) 
2. Select the desired ticker(s), using Shift or Ctrl to select multiple tickers
3. Right click on one of the tickers
4. Select Add to Custom List
5. Select an existing list or click Create New to make a new list
6. Click OK to create the list

MetaStock version 18 introduced ability to add and save custom settings to individual indicators, lines studies and text. To save a setting as the default, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Plot the desired line study (for example, from the Line Studies Toolbar on the left side of MetaStock, select the Fibonacci Retracement).
5. Double click, or right-click and select Properties, and make the desired changes (change color, add a line, etc.).
6. To save these values, click the Defaults button.
7. Select Save current page as default.
8. Click OK.

Keywords: MetaStock DC, MetaStock RT, default, save, line study, chart

MetaStock version 18 introduced the ability to add and save custom settings to individual indicators, lines studies, and text. To save a setting as the default, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Plot the desired indicator (for example, from the Indicator QuickList on the top of MetaStock, select Bollinger Bands).
   • Double click, or right-click and select Properties, if already plotted.
5. Make the desired changes (change the values, color or transparency, etc.).
6. To save these values as the default, click the Defaults button.
7. Select Save current page as default.
8. Click OK.

Keywords: MetaStock DC, MetaStock RT, default, save, indicator, chart

MetaStock version 18 introduced the ability to add and save custom settings to individual indicators, lines studies, and text. To save a setting as the default, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. Plot the desired text annotations on your chart (for example, from the Line Studies toolbar on the left side of MetaStock, select the abc button).
   • Double click, or right-click and select Properties, if already plotted.
5. Make the desired changes (change the font, color, fill, etc.).
6. To save these values as the default, click the Defaults button.
7. Select Save current page as default.
8. Click OK.

Keywords: MetaStock DC, MetaStock RT, default, save, text, chart

MetaStock version 18 introduced new charts and many accompanying features, including the ability to see performance information on the trendline. To add this info on the trendline, follow the steps below:

MetaStock v18 --> Current

1. Open MetaStock. 
2. From the Power Console, select the Charts button.
3. Open the desired chart.
   • Type in the instrument using the Instrument(s) field at the top.
   • Select instrument using Custom Online Data Lists or Public Online Data Lists.
   • Select local data instrument using Local Data Lists.
4. From the Trendline toolbar on the left side of MetaStock, select the Trendline.
5. Click at the desired start point, move the mouse to the desired end point and click again.
6. Double click, or right-click and select Properties, on the trendline.
7. Select the Show Label: option.
8. Select either % change or point change.
9. If desired, you can select Show Number of Bars to see the amount of data the performance info is calculated on.
10. Click OK.