{"id":408,"date":"2021-05-04T17:09:00","date_gmt":"2021-05-04T17:09:00","guid":{"rendered":"https:\/\/www.overcharts.com\/en\/helpcenter\/?post_type=docs&#038;p=408"},"modified":"2021-12-27T19:17:44","modified_gmt":"2021-12-27T19:17:44","password":"","slug":"futures-symbol-format","status":"publish","type":"docs","link":"https:\/\/www.overcharts.com\/en\/helpcenter\/docs\/futures-symbol-format\/","title":{"rendered":"Futures Symbol Format"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The <strong><em>Futures Symbol Format<\/em><\/strong> defines all formatting rules of a Futures symbol. In combination with the <em>Expiration Rule<\/em>, it is used by <strong>Rollover Management<\/strong> to automatically build the symbol of a <strong>FUTURES<\/strong> instrument. Its use is mandatory ONLY in futures with Rollover Management enabled (continuous futures).<\/p>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#cce9f5\"><strong>Futures Symbol Format<\/strong> and Expiration Rule are used <strong>ONLY<\/strong> for <strong>FUTURES<\/strong> instruments and ONLY if <strong>Rollover Management<\/strong> is <strong>enabled<\/strong> in the instrument configuration.<br><em>Futures Symbol Format contains rules for constructing the futures symbol and specifically the month and year of expiration. Expiration Rule instead defines the rule for calculating the official expiration date of futures contract.<\/em><\/p>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#fff36b\">We also recommend you read <a href=\"https:\/\/www.overcharts.com\/en\/helpcenter\/docs\/futures-rollover\/\" target=\"_blank\" rel=\"noreferrer noopener\">Rollover documentation<\/a> carefully. It will help you better understand how the Futures Symbol Format is used and where.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Warnings:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the Futures Symbol Format or Expiration Rule are not set correctly, the futures symbol will be incorrect and NOT recognizable from the data-feed. Consequently you will NOT receive any data and you will NOT be able to trade.<br>The instrument symbol MUST always be the same as the symbol used by data-feed to identify the instrument. If you have any doubts, please refer to the data-feed official platform and\/or ask their support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are many preconfigured Futures Symbol Formats in Overcharts. If the correct Futures Symbol Format for your futures instrument is not listed (very rare), create a new one.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Access futures-symbol-format list<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">You can access futures-symbol-format list in one of the following ways:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1.<\/strong> From <em>Overcharts main window<\/em> &gt;<em> <strong>Instrument<\/strong><\/em><strong>s <\/strong>Tab &gt; <em><strong>Futures Symbol Formats <\/strong><\/em>button<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2.<\/strong> From <em>Overcharts main window<\/em> &gt; <strong><em>Instruments<\/em><\/strong> menu &gt; <em>Futures Symbol Formats<\/em><\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Create or Modify a futures-symbol-format<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">To create\/modify a futures-symbol-format:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1.<\/strong> Access futures-symbol-format list<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2.<\/strong> Select the futures-symbol-format to edit and press <strong>Edit<\/strong> button, or press <strong>New<\/strong> button to create a new futures-symbol-format. Warning: <strong>You can ONLY modify a Futures Symbol Format created by you<\/strong>. It is not possible to directly modify a preconfigured Futures Symbol Format. <em>To modify a preconfigured Futures Symbol Format you must first copy it by pressing <strong>Copy<\/strong> button and then modify it.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3.<\/strong> Set or change the following properties:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Name<\/strong>: futures-symbol-format unique name<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Define all symbol components<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>symbol <strong>ROOT<\/strong> (a <em>constant to be defined in the instrument configuration<\/em>)<\/li><li><strong>expiring day<\/strong> (used only in very rare cases)<\/li><li><strong>expiring month<\/strong> (normally identify by a letter)<\/li><li><strong>expiring year<\/strong><\/li><li>any <strong>prefixes<\/strong>, <strong>suffixes<\/strong> and\/or <strong>spaces<\/strong>.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Expiring months<\/strong>:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select and define all expiration months of the Futures contract. In particular, be very careful to correctly define the letters representing each single month. <em>Unfortunately, there is no common nomenclature for all data feeds, so a data feed may use different letters to indicate the same month.<\/em><br>However, it is often observed a standard defined by the exchange in which the futures is listed.<br>Eg. For CME futures, the letters representing the expiry months are: (January to December) &gt; F, G, H, J, K, M, N, Q, U, V, X, Z<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select check-boxes corresponding to the expiry months of the futures contract.<br>Eg. For ES (S&amp;P 500) the expiry months are March, June, September and December:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"538\" height=\"96\" src=\"https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-months1.png\" alt=\"\" class=\"wp-image-410\" srcset=\"https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-months1.png 538w, https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-months1-400x71.png 400w\" sizes=\"auto, (max-width: 538px) 100vw, 538px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#cce9f5\">DO NOT select months where there is no expirations! Otherwise the futures symbol will not be constructed correctly.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Using the grid, define all symbol components respecting their position.<\/em><br>Available components:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Root<\/strong>: constant part of the futures symbol, that is the part that never changes. It is defined in the instrument configuration<br><strong>Expiring day<\/strong>: used only in VERY RARE cases<br><strong>Expiring month<\/strong>: the letter associated with the expiration month previously configured<br><strong>Expiring year<\/strong>: <br>Y (Eg: 2022 \u2192 2)<br>YY (Eg: 2022 \u2192 22)<br>YYY (Eg: 2022 \u2192 022)<br>YYYY (Eg: 2022 \u2192 2022)<br><strong>Text<\/strong>: to be used to define any suffixes, prefixes, etc.<br><strong>Space<\/strong>: to be used to add 1 to 5 spaces<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Example:<\/em><br>For futures with symbol ESM21, the formatting to be set is as follows:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"652\" height=\"83\" src=\"https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-grid1.png\" alt=\"\" class=\"wp-image-409\" srcset=\"https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-grid1.png 652w, https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-grid1-640x81.png 640w, https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-grid1-400x51.png 400w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ROOT<\/strong> is placed in the first cell, expiry <strong>month<\/strong> in the second, and expiry <strong>year<\/strong> (expressed with <strong>2 digits<\/strong>) in the third.<\/p>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#cce9f5\"><strong>Pay close attention to the number of digits used to represent the year<\/strong>. For example, in the symbol ESM<strong>21<\/strong> the year is expressed with 2 digits, while in the symbol ESM<strong>1<\/strong> the year is expressed with a single digit. The choice of using 1, 2 or more digits depends on data-feed. Double-check the number of digits your data-feed uses to identify the year in a futures symbol.<br><br><em><strong>ROOT <\/strong>is the <strong>constant part of futures symbol<\/strong>, that is the part that never changes. It is <strong>defined in the instrument configuration<\/strong><\/em>.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"block-8679df94-4b6d-4e76-b241-8d99d3d77e38\"><strong>How to use it<\/strong><\/h4>\n\n\n\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#cce9f5\">Futures Symbol Format must be set in the configuration of a FUTURES instrument with Rollover Management enabled.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The Futures Symbol Format defines all formatting rules of a Futures symbol. In combination with the Expiration Rule, it is used by Rollover Management to automatically build the symbol of a FUTURES instrument. Its use is mandatory ONLY in futures with Rollover Management enabled (continuous futures). Futures Symbol Format and Expiration Rule are used ONLY [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[8],"doc_tag":[],"class_list":["post-408","docs","type-docs","status-publish","hentry","doc_category-instruments"],"year_month":"2026-11","word_count":743,"total_views":"16","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Overcharts Team","author_nicename":"overadmin","author_url":"https:\/\/www.overcharts.com\/en\/helpcenter\/author\/overadmin\/"},"doc_category_info":[{"term_name":"Instruments","term_url":"https:\/\/www.overcharts.com\/en\/helpcenter\/docs-category\/instruments\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Futures Symbol Format - Overcharts Help Center<\/title>\r\n<meta name=\"description\" content=\"The Futures Symbol Format defines all formatting rules of a Futures symbol.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.overcharts.com\/en\/helpcenter\/docs\/futures-symbol-format\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Futures Symbol Format - Overcharts Help Center\" \/>\r\n<meta property=\"og:description\" content=\"The Futures Symbol Format defines all formatting rules of a Futures symbol.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.overcharts.com\/en\/helpcenter\/docs\/futures-symbol-format\/\" \/>\r\n<meta property=\"og:site_name\" content=\"Overcharts Help Center\" \/>\r\n<meta property=\"article:modified_time\" content=\"2021-12-27T19:17:44+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.overcharts.com\/en\/helpcenter\/wp-content\/uploads\/2021\/06\/futures-symbol-format-months1.png\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/\",\"url\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/\",\"name\":\"Futures Symbol Format - Overcharts Help Center\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/futures-symbol-format-months1.png\",\"datePublished\":\"2021-05-04T17:09:00+00:00\",\"dateModified\":\"2021-12-27T19:17:44+00:00\",\"description\":\"The Futures Symbol Format defines all formatting rules of a Futures symbol.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/futures-symbol-format-months1.png\",\"contentUrl\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/futures-symbol-format-months1.png\",\"width\":538,\"height\":96},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/docs\\\/futures-symbol-format\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Futures Symbol Format\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/#website\",\"url\":\"https:\\\/\\\/www.overcharts.com\\\/en\\\/helpcenter\\\/\",\"name\":\"Overcharts Help Center\",\"description\":\"Trading Software &amp; 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