Import Instruments/Symbols

Instruments may be imported directly into a watch list from a Comma Separated Values (CSV) file. This feature is available on the following types of workspaces:

  • Google/Yahoo
  • BarChart
  • IQFeed
  • Interactive Brokers

The format of this file is flexible. Each line in file must contain at minimum a symbol, but may also contain the following (separated by commas ‘,’):

  • Symbol
  • Exchange Symbol
  • Instrument Type – One of: STOCK, INDEX, CASH, FUTURE
  • Currency – Three Letter ISO Acronym: USD, EUR, GBP, JPY etc
  • Minimum Tick – Minimum tick value (eg 0.01 for most stocks)
  • Title – Title of the instrument
  • Description – Description of the Instrument

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


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

The following link contains a simple example of this format: Import Instruments Simple Example

Alternatively, you can set the first line of the file to specify the order of the fields. Click the following link to download an example of this: Import Instruments Advanced Example