Import Data Wizard: Select Data to Download

The Import Data Wizard allows you to import data into your portfolio, as well as update existing data. Data can be downloaded directly from the Internet. This page allows you to select the general characteristics of the data to be downloaded.

&  For help importing data, see Importing and Exporting Data.

Selecting an Internet Data Source

The Data Source combo box allows you to select where to import new data symbols from. It lists all of the data sources that have previously been configured. To configure a new data source, press the Data Sources… button. This will display the Configure Data Sources Dialog.

Ä    Note: The Solution Service data source cannot be used to import new data. It is only used to update data currently included in the Solution Service

Selecting a Periodicity

The Periodicity combo box allows you to select the periodicity of the data to import. This indicates the number of minutes or days to include in each High / Low / Open / Close bar. This box lists all of the periodicities available from the currently selected data source.

The following options may be available:

·      Intraday

·      End-of-day

·      Weekly

·      Monthly

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    Add the streaming tick price to the portfolio display for the target group.

If this option is selected, the Tick Price will automatically be added to the display fields for the target group.

Ä    Note: The tick price will only be displayed when streaming is turned on.

Ä    Note: This option is only available in the real time version of TradingSolutions.

Ä    Note: If this option appears selected and grayed, the target group already has this display field.

The periodicity that you select is typically related to frequency with which you would like to trade. For example, end-of-day data can result in trades up to once a day, usually at the start of the next trading day. Intraday data is typically used if you plan to trade multiple times during the day.

Specifying the Amount of Data to Download

The Amount of Data control allows you to specify how much data to download. The default value for this control is based on the currently selected periodicity.

Typically, only the most recent data is desired. Therefore, the End Date defaults to the current day. The Start Date is adjusted based on the selected amount of data.

Ä    Note: The more data that you download, the more data that will be in your portfolio. It is a good idea to only download the data that you will actually use in the program. The default values should typically provide enough data for most operations.

What Do I Do Next?

After you have specified the general characteristics, press the Next button to continue. This will display the Select Symbols to Download page.

If you would prefer not to import any data at this time, press the Cancel button.

How Did I Get Here?

This page is displayed for Internet downloads in the Import Data Wizard.