Symbol Trees

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Symbol Tree Hierarchical Display

Your SOFTWARE primarily uses the Industry Classification Benchmark (ICB) to organize stocks and other instruments in the Navigation Bar's Symbol Tree.

ICB is a global classification system created by Dow Jones Indexes and FTSE. It offers a detailed and comprehensive structure allowing three levels of classification: 10 Industries, 18 Supersectors and 39 Sectors.

ICB system is applied to all stock markets available on Your SOFTWARE.

For the Australian market, an alternative classification system is available: GICS (Global Industry Classification Standard).

GICS is similar to ICB in that it provides for classification of securities based on sector and industry definitions. Users can select between the two systems for ASX stocks using the drop down menu in the Data Providers dialog. The Data Providers dialog box can be accessed from the Edit menu bar.

Symbol Tree Display

Data groups contain symbols relating to data received from exchanges.

The user can define which data groups are displayed in the Symbol Tree.

The groups to be displayed are selected in the Nav Bar page of the Application Settings dialog:


Each grouping will display in the Navigation Bar as a collapsible bar.

For groups that display symbols, either the symbol code or full description or both, can be set to be displayed, this setting is made on the Nav Bar page:


Display Symbols and Descriptions is the default setting.

For more information go to the Nav Bar section of the Applications Settings help topic.

The following symbols groups are displayed as buttons in the Navigation Bar:


Contracts for Difference (CFDs) can be included in the Navigation Bar (see the Navigation Bar in the Applications Settings section):


Currently ASX Equity CFDs listed on the Australian Stock Exchange (ASX) are quoted.


This group contains foreign exchange rates quoted against the US dollar, as well as cross rates among various different currencies.

The currencies are sub-grouped into major national currencies, the each containing exchange rates for other countries' currencies.

Each rate is displayed with a unique symbol or description prefixed with the FX icon:


Double click on the symbol to display a history of the exchange rate in a chart.

To receive this data requires a special subscription, an error message will display, if the user is not subscribed.


Futures for all world futures markets are available.

You must check the box next to All World Futures in the Symbols Maintenance Wizard for them to be downloaded.


Indices are organized into national market groups.navbar_5indices.gif

Within each national group, the indices are not in defined subgroupings.

Each rate is displayed with a unique symbol or description, prefixed with the I icon:

Double click on the symbol to display the index in a chart.


Each exchange has a folder and in the folder are sub-folders for each underlying security for which options are written.

Click on the security's folder to display a list of all its option derivatives.

The option series are listed in alpha-numeric order. The option symbol naming process does not accommodate this ordering sequence very well. Therefore, we recommend that you set the Symbol Tree display options (see above) to Display Descriptions, rather than Display Symbols, when you are working with options in the Navigation bar.


navbar_6stocks.gifStocks are grouped into national markets.

The symbols are sub-grouped using the Industry Classification Benchmark (ICB) system to organize stocks and other instruments into sector and industry designations.

For the Australian market, the GICs (Global Industry Classification Standard) system is available as well as the ICB system. The preferred classification system is set in the Data Providers menu setting dialog.

Each stock is displayed with a unique symbol or description prefixed with the S icon:

Double click on the symbol to display the stock in a chart.

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