Import Data Wizard

Import Data Wizard

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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 data sources. It can also be imported from a wide variety of text files and MetaStock data files. This page allows you to select which type of import you would like to perform.

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

Indicating a Target Group for the Import

The target group is the portfolio group that new data will be imported into. By default, the target group is the group that was selected in the Portfolio View when the import was requested. It can be modified if desired by pressing the Select… button. This will display the Select Target Group Dialog.

Ä Note: If you import or download data into a data series that is currently in your portfolio, but is not in the target group or one of its subgroups, a copy of that data series will be created in the target group.

Ä Note: If there are no subgroups created in your portfolio, the Select… button will not be available.

Selecting What Type of Import to Perform

There are several types of ways to import data into your portfolio. These can be broken into two main groups, importing data from a file and downloading data directly from the Internet. Select from the following options to indicate which type of import you are trying to perform.

Ä Note: The update and download options will not be available if no Internet data sources have been configured. To configure data sources, press the Data Sources… button. This will display the Configure Data Sources Dialog.

$image\ebd_ebd3.gif$ Update data in the target group.

This option allows you to update all of the data series in the target group with any new data that has occurred since the last date in the data series. It includes all of the data series in the target group and any subgroups in the target group unless that data is marked to not be included in updates.

Ä Note: To modify the settings to use on this update, press the Update Options… button. This will display the Update Options Dialog.

Ä Note: To modify the settings for all of the data series in the target group that may affect the update, press the Group Settings… button. This will display the Modify Group Dialog, where you can specify which data source to use and whether to update all of the data series.

$image\ebd_ebd4.gif$ Download new data from the Internet.

This option allows you to download data for one or more symbols for a specific periodicity and date range directly from an Internet data source. It can be used to create new data series or update existing ones.

Ä Note: If you select to download symbols that are currently in your portfolio, duplicate dates will be overwritten with the downloaded data.

$image\ebd_ebd5.gif$ Import data from files on your computer.

This option allows you to import data from one or more text files or MetaStock data files. This includes files downloaded from the Internet and data exported from other programs. It can be used to create new data series or update existing ones.

What Do I Do Next?

After you have selected the type of import to perform and the target group, press the Next button to continue. If you are updating data from the Internet, the Start Import page will be displayed. If you are downloading new data from the Internet, the Select Data to Download page will be displayed. If you are importing data from files, the Select Files page will be displayed.

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

How Did I Get Here?

The Import Data Wizard appears when you select Import Data… from the File menu or the context menu for a group in the Portfolio View. It also appears if the Import Data button on the toolbar is selected. In addition, it can be accessed from the Import Data button on the Modify Group Dialog: Properties page.