Create Empty Data Series Dialog
The Create Data Empty Series Dialog allows you to create a new data series without importing data from an external source. This is useful for entering data manually. It can also be used to create a data series that will be updated during import update operations.
Ä Note: This dialog is primarily used for creating empty data series that you will enter data into manually.
Ä If you will be importing data from a file or the Internet, it is not necessary to use this dialog. The Import Data Wizard automatically creates any new data series when they are imported.
Ä If you will be streaming intraday data from the Internet, you can use this dialog to create a new data series to stream. However, if you plan to create models or trading signals for this data, it is recommended that you use the Import Data Wizard to create the data series instead.
& For help organizing your data with the Portfolio View, see Managing Data with the Portfolio View.
& For help importing historical data, see Importing Historical Data.
& For help with streaming intraday data, see Streaming Intraday Data.
Creating A Data Series
To create a new data series, enter the ticker and display names and press the OK button.
¨ Ticker Symbol
The ticker symbol is a short designation used to identify a security or index. It is typically 3-6 characters in length. Any combination of letters or numbers can be used here; however, it must be unique to the other ticker names in your portfolio with the same periodicity.
¨ Display Name
The display name is the name that will be displayed in the Portfolio View and other places throughout TradingSolutions. If this field is left blank, the ticker name will be used.
¨ Market Type
This setting indicates the type of market this ticker symbol is traded in. This affects how signals created for this data are analyzed.
& For help with market types and the associated settings, see Understanding Market Types.
¨ Exchange
This setting defines the exchange for which this data is associated. This is used primarily for determining when new data is available for updates. If this data is not based on a particular exchange, specify <none>.
Ä Note: If you would like to create a new exchange, press the Edit… button. This will display the Define Exchanges Dialog.
¨ Data Source
This setting indicates where the data for this data series will be coming from. If you will be entering data by hand, select Manual Entry.
Ä Note: Typically, if you will be importing this data from files or the Internet, it is not necessary to use this dialog. The Import Data Wizard automatically creates any new data series when they are imported.
¨ Periodicity
The periodicity indicates the number of minutes or days to include in each High / Low / Open / Close bar. If intraday is selected, you will also be asked to specify the Bar Size in minutes. In addition, the following option will also be displayed.
þ Include in intraday streaming updates.
This option allows you to set this data series to be included in intraday streaming updates. This option can be turned on or off from the Modify Data Series Dialog: Properties page.
Ä Note: This option is only available when both an intraday periodicity is selected and the selected data source is configured to support streaming data.
The data series will be created with a Close field and an entry for the current date. Additional fields will be added based on the selected type of data. The Close field and any other fields can be removed or renamed from the Modify Data Series Dialog: Data Fields page. The entry for the current date can be modified or removed and additional dates can be added from the Spreadsheet View.
What Do I Do Next?
When you are finished entering the naming information, press the OK button to create the data series. If you would like to exit from this dialog without creating a new data series, press the Cancel button.
How Did I Get Here?
The Create Data Series Dialog appears if you select Create Empty Data Series… from the context menu of the portfolio or a portfolio subgroup from the Portfolio View.