Importing a Portfolio
|
Previous Top Next |
· | blank (No portfolio)
|
· | index (Index Sample Portfolio)
|
· | odat (One-Day-at-a-Time)
|
· | odatstk (One-Day-at-a-Time Stock)
|
· | odatvp (One-Day-at-a-Time and VantagePoint)
|
· | stdport (Standard UA Sample Portfolio)
|
· | stksamp (UA Sample Stock Portfolio)
|
· | vantpnt (VantagePoint portfolio)
|
· | Check the documentation supplied with your analysis software to find the name of the folder(s) holding your data files.
|
· | If you are uncertain of the folder to select, try first exploring your drive to find the location of the appropriate \MASTER or \QMASTER file(s). To explore your drive, click the "Start" button and then click "My Computer."
|
· | Note that the importation feature will only import stocks and commodities for which the correct symbol is stored within the directory file. For example, if a new IPO stock is listed in your CSI-format portfolio showing its symbol in the "name" column and "symbol not found" in the symbol column, UA will not include it in your portfolio list. The symbol must be correctly recorded in the symbol column for each issue. UA receives lists of new issues with each download, allowing you to manually add these new issues to your UA portfolio.
|
File must be ASCII text format.
|
The stock symbol must be the first entry on each line.
|
Only one stock per line.
|
Anything after a space, tab, comma, colon or semi colon is treated as a comment, and is ignored.
|