Investment Studio > Views > Quotes > Editor

The tiled quote editor in the Quotes view is displayed when the Edit quotes button is depressed in the view's toolbar:

The editor displays all quotes for the asset selected in the view's Grid. Display is rowwise (one quote record per row). All quote records can be edited and deleted; new records can be inserted.

No changes made in the quote editor take effect until you explicitly commit to them. Uncommitted changes are marked in red (see screenshot above). Selecting a new asset causes all uncommitted changes to be discarded.

Do not confuse the quote editor with the view's Grid. While there are superficial similarities, the quote editor is not a Grid object.

Navigating and editing quotes

To move through the quotes, use the mouse, the scroll bars and the following keystrokes:

Up Arrow Select cell one row above current position.
Down Arrow Select cell one row below current position.
Left Arrow Select cell one column left of current position.
Right Arrow Select cell one column right of current position.
PgUp Scroll up one frame. Select cell in corresponding position in new frame.
PgDown Scroll down one frame. Select cell in corresponding position in new frame.
Home Select cell in first column of current row.
End Select cell in last column of current row.
Ctrl+Up Arrow Scroll up one row.
Ctrl+Down Arrow Scroll down one row.
Ctrl+Left Arrow Scroll left one column.
Ctrl+Right Arrow Scroll right one column.
Ctrl+PgUp Select cell in current column and top row of current frame.
Ctrl+PgDown Select cell in current column and bottom row of current frame.
Ctrl+Home Select top left cell.
Ctrl+End Select bottom right cell.
Del Reset value of selected cell.
Ctrl+Del Delete all quote records in selected range.
Enter Open the selected cell's in-place value editor (date in first column, float for open, high, low close and volume columns).

Note that the editor allows cell ranges (multiple cells) to be selected. To do so, simply select a corner cell in the range, then drag the mouse to the opposite corner cell. You can then delete or clear the selected range, or apply a common arithmetic operation to all its cells (particularly convenient when adjusting quotes for splits).

You can also select an entire column by clicking the column header.

Toolbar controls

The quote editor's toolbar (not to be confused with the view's toolbar) contains four control groups. They can be repositioned by dragging their beveled "grip"

and hidden (as can the entire toolbar) by unchecking the corresponding entry in the Toolbar submenu of the quote editor's pop-up menu:

The menu also contains functional equivalents to all buttons in the toolbar (under Quotes, Sort, Changes and Compute).

"Quotes" group

Use these buttons to add, delete and clear quotes:
New. Inserts a blank quote record above the selected cell(s). If no cell is selected, the new record is inserted above the current frame's top row.
Delete. Deletes all quote records in the selected range. Equivalent to Ctrl+Del.
Clear. Clears (i.e. blanks out) all selected cells.
 
"Sort" group

Use these buttons to sort quote records on column values.

If a single cell is selected, all quote records are sorted on the selected cell's column (as in Grids).

If a cell range is selected, only quote records in the selected range are sorted, on the leftmost column in the selected range.

Sorting only affects quote display. Quote records are always saved in chronological order (oldest date first).
 
Sort ascending. Low values first.
Sort descending. Large values first.
 
"Changes" group

Use these buttons to commit to or discard changes:
Commit. Save all changes and update all quote-dependent objects (Grids, Charts, Graphs).

All loaded systems which may be affected will be re-evaluated when you leave the Quotes view.

If the selected portfolio includes an active system, do not trust transaction records, portfolio and asset NAVs until you've left the Quotes view.
Discard. Lose all uncommitted changes (cells marked in red) and reload the quotes currently in use into the editor.
 
"Compute" group

Use these controls to perform arithmetic operations on the selected cells:
Add. Increment the values of all selected cells by the current argument. Can be used e.g. to adjust the value of an asset which pays dividends.
Subtract. Decrement the values of all selected cells by the current argument.
Multiply. Multiply the values of all selected cells by the current argument. Can be used e.g. to split-adjust volumes (if a stock splits 1 to 3, old prices should be divided by 3 and old volumes should be multiplied by 3).
Divide. Divide the values of all selected cells by the current argument. Can be used e.g. to split-adjust prices (if a stock splits 1 to 3, old prices should be divided by 3 and old volumes should be multiplied by 3).
Argument. The floating point value to add, subtract from, multiply or divide by.