Upload and Maintain Data
This page allows you to upload and maintain your own Instruments.
You can group Instruments into different Exchanges and you can maintain separate Calendars where necessary.
To get started just find the comma or tab delimited file on your machine using 'Browse...', choose a Column layout and a Date format, and click 'Upload File(s)'.
Alternatively, you can retrieve data from Quandl.com by entering the Quandl Code for the appropriate dataset Eg ICE/BZ2015.
Once created your Instruments are available across the site in backtesting, charting, etc as for any existing Instrument. The only difference is the Symbol Prefix. All user-created Instruments have a prefix of '!'
Change Instrument Details
To change the information for one or more Instruments, click the Edit Icon make the changes you need and click 'Save Changes'.
Usually the only attribute you would change is the Name as it will just default to the Symbol.
If you are grouping your Instruments into multiple Exchanges, go to the Exchanges tab first and create the Exchanges and then come back here to Edit and assign Instruments to Exchanges.
If your Instruments come from different markets with different Calendars and Holidays you should create separate Calendars to ensure accurate technical calculations. Go to the Calendars tab first and create the Calendars and then come back here to Edit and assign Instruments to Calendars.
You can also directly add Instruments and Price History. First click 'Add Row', enter your Instrument info on the blank row, Save, and then go to the Price History tab to add history.
All Price History must represent Daily periods. The site will handle translation to Weekly, Monthly, etc. Periods shorter than one day are currently not supported.
Maintain Price History
If you are uploading all your data there should be no need to make any changes on the Price History tab.
If you are creating Instruments without a file you can use the Price History tab to enter and maintain history rows.
First put the Price History grid in Edit mode, enter your new history on the blank rows or change any existing row and then click 'Save Changes'.
Adjust for Splits
If your data is not split adjusted and there are stocks which have had split events you will need to enter the split details on the Split History tab to ensure accurate technical calculations and chart formatting.
First put the Split History grid in Edit move, enter your new history on the blank rows or change any existing row and then click 'Save Changes'.
Splits are assumed to happen at the Open of the trading day so the split factor is applied to all history rows prior to that date.
For example, this was the unadjusted data around a split of 7-1 for AAPL:
Jun 10 2014 94.25
Jun 9 2014 93.7
Jun 6 2014 645.57
Jun 5 2014 647.35
So to record that you would need to enter the following entry on the Split History tab:
Jun 9 2014 0.142857
The split is 7 for 1 which means that holders will have 6 additional shares for each one they own. But the value of each share is reduced by one-seventh which is equivalent to a factor of 0.142857.
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