Import Tickers from a File

Instructions

You can populate a trading page with market data that you import from a comma-delimited .csv file or .txt file. Create the list using any word processing program and save the file with a .txt file extension, or in MS Excel and save as a .csv file.

To Create File of Ticker Symbols to Import

  1. Create a file with the extension .txt, for example twsTickers.txt, or create a .csv file in Excel.

  2. In the text file, create one comma-delimited line for each line of market data you want using the syntax described below. In Excel, create one row, using one cell for each field. Note that the first field designation is the line type: DES, SYM, and CON.

DES, UNDERLYING, SECTYPE, EXCHANGE, LASTTRADINGDAY, STRIKE, PUT/CALL, MULTIPLIER

SYM, SYMBOL, EXCHANGE

CON, CONID, EXCHANGE

The DES line type requires information or placeholders for information, with the strike, Put/Call and multiplier fields being optional. Format for the Last Trading Day is YYYYMM, or YYYYMMDD. All entries must be in caps. An example for an options contract XYZ would be:

DES, XYZ, OPT, ISE, 201509, 75, CALL,

A stock instrument for symbol XYZ in this line type would look like this:

DES, XYZ, STK, SMART,,,,

where the commas are placeholders for fields you don't define for stocks.

Using the SYM line type for a stock would look like this:

SYM, XYZ, SMART

Use the CON type to quickly enter contracts with a conid, for example

CON, 12348765, SMART

To Import a File into Classic TWS

  1. From the File menu, select Import/Export and then select Import Financial Instruments.

    The import a file into classic TWS.

  2. Use the Browse button to find the file to import.

    The import financial instruments browse button in classic TWS.

  3. Specify where you want imported tickers to go, either onto an existing page or onto a new page.

    The import financial instruments open file in classic TWS.

  4. Click Open.

To Import a File into a Mosaic Watchlist

  1. Right click in the Watchlist, and select Import/Export then click Import Financial Instruments.

  2. Use the Browse button to find the file to import.

  3. Click OK.

Imported contracts entered onto an existing page appear at the bottom of the active trading page or Watchlist.

 

Additional Resources

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