Mappings and Instrument-Lists

Managing your instruments effectively is key to maintaining a smooth trading experience in AgenaTrader. The Mappings and Instrument Lists section is designed to help you keep your instrument database accurate and up-to-date, ensuring you have access to the latest market data.

Introduction

What Are Instrument Mappings?

Instrument mappings allow AgenaTrader to correctly interpret and match financial instruments across different brokers and data feed providers. Each provider may use a unique symbol format, and mappings ensure seamless integration by linking these symbols to the correct instruments within your platform. This process enables you to access historical data, place trades, and analyze markets without discrepancies or missing data.

What You'll Learn in This Section

In this section, you’ll discover how to:

• Access and navigate the Instrument Editor to manage your instrument data.

• Import and export symbol mappings to align your trading instruments with various brokers and data feeds.

• Keep your instrument lists up-to-date by manually managing and generating lists based on market and asset class preferences.

• Utilize both simple and advanced import options to customize your trading environment based on your needs.

Automated Mapping Updates

To ensure you always have the most accurate and up-to-date instrument data, AgenaTrader features an automated mapping update process. Whenever a mapping change is detected on our mapping server, the system will automatically initiate an import of the updated mappings.

When this happens, a popup notification will appear, informing you about the detected changes and prompting you to proceed with the update.

This automated process is designed to help you effortlessly keep your mapping database current, ensuring seamless trading operations. We highly recommend always performing the update when prompted and avoiding cancellation to prevent potential issues with outdated or incorrect instrument mappings.

By staying up-to-date with the latest mappings, you can trade with confidence, knowing that your data is accurate and fully synchronized with your broker and data feed providers.

Manual Mapping Update

If you have skipped an automated mapping update or want to ensure that your instrument mappings are fully up-to-date, you can manually update them at any time. Performing a manual update allows you to verify that all required mappings are correctly imported into your database, ensuring accurate market data and order execution.

To manually update your mappings, follow these steps:

1. Open the Instruments window by selecting:

   • Tools → Settings → Instrument Editor

   • Or by clicking the Instrument Editor icon in the application toolbar.
2. In the Instruments window, click the Import/Export button.

3. Select Markets+Mappings to manually import the latest symbol mappings from your data feed providers.

By regularly performing manual updates, you can prevent potential issues caused by outdated mappings and maintain optimal trading conditions.

Simple view

The simple view of this window makes it possible to select a broker and datafeed and import all available financial market symbols and mappings.

Advanced view

Advanced Mode allows you to only import specific data. Filter between types: currency, future, stock and index, and subsequently according to the stock exchange: Nasdaq, Nyse, Xetra and many more. This means that you only ever have to save the data that you really need.

Category: Available only for Taipan. Allows importing mappings from different sources.

Add connections: Allows to add/edit connection. Details on page Account connections: Create or change a connection

Generate Instrument Lists: The function "Generate Instruments Lists" allows creating of lists automatically with the import of the data that is available. Instrument Lists can be filtered per type (asset class) and exchange market.

Example: If you import mappings and instrument data for the exchange Nyse and Globex, and "generate per instrument type" is selected than you will receive several lists for each asset class. The second function also separates lists based on exchange markets.

If you click the Delete... button, all selected mappings will be removed. You can also decide whether you wish to remove only the mapping for certain brokers or the corresponding instruments as well. Once you have deleted a market, the font text will be changed to "regular" (this also applies to instrument lists).

Instrument Lists

This feature provides you with an extensive array of pre-prepared static lists, general or broker-specific. The lists are maintained and kept up-to-date via our server. The update also takes place automatically in your AgenaTrader. However, you do have the option to deactivate this automatism in the Preferences

Instrument Lists (Broker) tab displays broker-specific instrument lists.

An instrument can only be available in the instrument lists after you have imported all necessary mappings. Otherwise you will receive a popup with the list of symbols that cannot be imported: