button found to the right of the Symbol field and the Symbol Search appears.The Symbol Search functionality facilitates the search for and entry of symbols and Derivative products in REDIPlus.
Click the button found to the right of the Symbol field and the Symbol Search appears.
In the Quote Monitor, right-click and select Lookup Symbol to access the Symbol Search functionality.
Click the Equities tab.
Select a Country and/or an Exchange if you want to narrow the scope of your search.
Enter search criteria in the Searchfor text box (e.g., enter what you think is the symbol, the company name in its entirety, part of the company name, etc.). The more precise your entry, the better the search results.
Click [Search] or press [Enter], and the search results appear. Each data row includes the Symbol, Description, Country, Exchange, and Rank (i.e., the likelihood that the data row matches the search criteria you entered on a scale of 1 to 5). The data is sorted by Rank, but you can change the sort by clicking a different column header.
Highlight a row and press [Enter] or double-click a row, and the corresponding Symbol is populated in the Symbol field or in the monitor's data pane.
Click the Derivatives tab.
Derivatives are displayed in a hierarchical tree structure that consists of the following levels:
Exchange (
)
Underlier
(
)
Instrument Type (
) – Future, Strategy
Product (
)
– choose from trading month/year
Expand the tree structure to the Product () level, and select the checkbox corresponding to the product
you want to add to the Symbol field of the dialog or monitor from
which you accessed the Symbol Search functionality. When accessing the
Symbol Search from the Quote
Monitor, you can select multiple products to be added to the Quotes pane.
Press [Enter] or click [OK], and the corresponding product(s) is/are populated in the Symbol field or in the monitor’s data pane.
Click the Load tab.
Select the source of the data to be imported:
To import a list of symbols from a file, click [Browse…], and a standard Windows Open dialog box appears; navigate to the appropriate directory and select the file you want to import. Then, click [Open], and the data from the file is loaded and displayed on the Load tab.
OR
Click [Paste], and data that has been copied to the Windows clipboard will be loaded and displayed on the Load tab.
Verify the data. If it is incorrect, you can edit the source file/clipboard data and import it again. When the data displayed is correct/complete, press [Enter] or click [OK] load the data into the monitor from which you accessed the Symbol Search functionality.
Lists must be text only, and can be created using a word processing tool (e.g., Microsoft Word®), or a text editor (e.g., Microsoft Notepad®), using hard returns to separate symbols. You must also follow REDIPlus symbol formatting rules:
All characters making up domestic symbols must be capitalized.
The ISIN symbol format can be used when importing European securities, but you must also specify the exchange code (the Reuters exchange suffix).