TradeStation Help

Symbol Lookup - Funds

The Funds tab searches and finds the desired symbol that is classified as a fund based on the criteria you select.

 Access using the menu bar Insert > Symbol menu sequence and click Lookup. You can also use the Main toolbar and click the Symbol Lookup icon.

The following methods are available to search for funds symbols:

• Description - Searches by description for the desired fund symbol. The Description option searches for symbol descriptions that contain the letter(s) that you entered as search criteria.
• Symbol - Searches for the actual symbol. This setting searches for symbols that begin with the letter(s) that you enter as search criteria.

The following filter settings are used to refine the search criteria:

• Category - Searches by a category type selected  from the drop-down list.
• Country - Searches symbols associated by country (United States, Germany, or All Countries).  

Lookup - Displays the results based on what you entered in the Description, Symbol, Category and Country settings. Results will be displayed in the funds symbol box.

Symbol/Description/Exchange/Country

Contains the results based on the criteria you selected. You can sort the list by clicking the desired a column name. An up/down arrow indicates if the column is sorted by ascending/descending (A-Z, Z-A) order.

• Optional. Select the desired column to sort by.
• Select the desired symbol from the list.

 Click OK to insert the symbol into your active window, or click Cancel to exit without changes. Using the Funds tab allows you to locate a symbol classified as a fund.