Import Data Wizard: Start Import

The Import Data Wizard allows you to import data into your portfolio, as well as update existing data. This page allows you to verify the data that will be imported before beginning the actual import.

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

Verifying the Data That Will Be Imported

This page lists all of the symbols that will be imported during this import operation, sorted by data symbol. This is primarily a confirmation page. After the Finish button is pressed, the selected data will be imported, followed by any processing required for the new data. If large amounts of data are being imported or many calculated fields need to be update, this process may take several minutes or longer.

Ä    Note: If a text file is not being processed as expected, press the Back button to return to the Select Files page and select View text file import options for each file being imported and Select individual ticker symbols or fields from the files. Then, press Next and verify that the selected fields are being processed correctly.

Handling Special Notes

Notes will appear at the top of the symbol list to alert you if any symbols are being skipped during the import.

·      Data Source is set to unchanged file.

Some data series in this group were imported from files that have not changed or are no longer available. These data series will not be included in an update until the previously imported file appears to have been modified.

Ä    Note: If you would like to change to update data from the Internet, you can change this setting by selecting Data Properties... from the context menu for a data series or Group Properties… from the context menu for the entire group.

·      Data is set to not update with group.

Some data series in this group are marked to not be updated during import. You can override this setting by pressing Update Options... and selecting Include data that is not marked for updating with this group.

Ä    Note: You can also change this setting by selecting Data Properties... from the context menu for a data series or Group Properties… from the context menu for the entire group.

Working with an External Data Downloader

Some data sources, such as Quotes Plus, use an external program called a "Downloader" to download all available stock information to a database on your computer. TradingSolutions then reads this data directly from the database.

When you are importing data from a data source which uses a downloader, the following option will appear:

þ    Invoke external downloader to request missing data.

This option indicates to run the external "Downloader" program associated with this data source prior to importing data for this data source.
TradingSolutions will automatically check this box if it appears that the database for this data source is missing data that should be available for the exchange and data source associated with the selected data.

Ä    Note: Since the database is being contacted prior to this page appearing, error messages may appear in the Messages and Alerts Window at this point if the data source is not properly configured.

What Do I Do Next?

When you are ready to import the selected data, press the Finish button. This will display the Status Dialog, indicating the status of the import process. Any messages associated with the import process will be displayed in the Messages and Alerts Window.

If you would prefer not to import any data at this time, press the Cancel button. If you would like to change the data being imported or type of import being performed, press the Back button.

How Did I Get Here?

This page is displayed after all of the selection and verification pages in the Import Data Wizard.