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What is Data?
Before you can look at a chart, you must have data. A chart is simply a graphical representation of price data. Price data can include Open, High, Low, Close, Volume, and Open Interest information for a specific time period. MetaStock can use price data that is stored on your local hard drive, or stored remotely on a computer at your data vendor. Data that is stored remotely at your data vendor is called online data. Online data is accessed through MetaStocks DataOnDemand technology. You simply choose a symbol from the online data vendor shortcut, or if you already have a chart open, just type the symbol. The data flows instantly to your chart from your data vendor, usually through the Internet. Data that is stored on your hard drive is called local data. To view local data, you must first create a security file, then collect the data with The DownLoader.
Local Data.
Choose this shortcut to open a chart of locally-stored data
Online Data.
Choose this shortcut to open a chart of online data
DataOnDemand allows you to display a chart of end-of-day data that is stored in a database on a remote computer. This information can be temporarily stored on your hard drive, but the main storage location is the remote computer.
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End-of-day data is based on the high, low, open, close, and volume for an entire trading day. End-of-day data collection with The DownLoader allows you to display a chart of end-of-day data that is downloaded and stored locally on your hard drive. The goal of these processes is to retrieve data that can be displayed as a chart in MetaStock. For more information on collecting data from your data vendor, see your Getting Started manual.
DataOnDemand
Online data is data that is stored on a remote computer. You access online data through MetaStocks DataOnDemand technology by simply choosing the symbol from the Open dialog, or by typing the symbol if you already have a chart displayed. MetaStock then requests data for that security from your data vendor. The data is temporarily held in your computers memory while you have the chart displayed. Online data can be stored in an online cache folder, much like a web browser saves web pages, for quick retrieval. See your Getting Started manual for online cache information.
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Refresh Data from the View menu while you have the chart displayed.
Type. Use this drop-list to choose the type of security to list (i.e., stocks, futures, etc.). Group. Use this drop-list to control which securities are listed in the dialog. The contents of the drop-list are dependent on your selection in the Type box. Search. Use this to search the list for the specified name or symbol. Select All. Click this button to quickly select all securities listed. MetaStock 11 Collecting Your Data 51
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Deselect All. Click this button to quickly deselect all securities. New Symbol. Click this button to add a new symbol to the database. Delete Symbol. Click this button to delete the selected symbol from the database. Edit Symbol. Click this button to edit the properties of the selected symbol. Tip: If you are searching for a specific security and youre not sure which exchange grouping the security belongs to, you should select the All group to list all securities. You can also choose from several specialized groups (i.e., S&P 100 stocks, NYSE stocks, etc.). The group called optionable stocks lists all stocks on which options are traded.
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To select a continuous group of securities, click on the first item, then hold down the SHIFT key as you click on the last item. All items between the first and last items will be selected. To select multiple individual securities, hold down the CTRL key as you click on each one. 5. Click the button. The New Security dialog will appear with the text (MULTIPLE) in the Name, Symbol, and Units fields. The Start time and End time fields will be blank.
6. Verify that the remaining attributes in the New Security dialog are set correctly. 7. Click the button in the New Security dialog to create the selected securities.
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Use the Contracts page to control the type and date range for the contracts.
Specific contracts. Choose this box to create all contracts for the selected futures between the specified start month and end month. If you only need to create the contracts for one month, then specify the same month for the start and end months. Continuous contracts. Choose this box to create a continuous contract for all the selected futures contracts. A continuous contract is a special contract that automatically rolls to the next contract when the current contract expires, thereby making it continuous. Type. Choose the type of continuous contract. Note that the time-weighted average returns an average of the nearby contract and the contract with a delivery month closest to 90 days into the future.
Use volume from all contracts. Choose this box if you want the volume for all contracts to be stored. Even if you choose a specific contract month, checking this box will cause the volume to reflect the total volume for all contract months. 54 Collecting Your Data MetaStock 11
To delete a symbol
Select the symbol, then click Database dialog. from the Symbol
To add a symbol
Click or in the Symbol Database dialog,
Choose New Symbol from the Tools menu in the Open dialog.
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The New Symbol Dialog
To access the New Symbol dialog, click the New Symbol button in the Symbol Database dialog, or choose New Symbol from the Tools menu in the Open dialog.
Name. Type the name of the new symbol. Symbol. Type the ticker symbol of the new symbol. Exchange. Type the exchange code or choose from the drop-list. Start time/End time. Specify the time to begin and end collecting intraday data when creating intraday securities. Display units. Choose the unit format in which you would like the price data to be displayed. Type. Choose the type of symbol you are creating from the drop-list. Group. If groups are available for the Type you have selected, you may choose a group(s) from the list provided by checking the appropriate box(es).
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The Edit Symbol Dialog
To access the Edit Symbol dialog, click the Edit Symbol button in the Symbol Database dialog.
Name. Type the name of the symbol. Symbol. Type the ticker symbol. Exchange. Type the exchange code or choose from the drop-list. Start time/End time. Specify the time to begin and end collecting intraday data. Display units. Choose the new unit format in which you would like the price data to be displayed. Type. Choose a new type from the drop-list. Group. If groups are available for the Type you have selected, you may choose a group(s) from the list provided by checking the appropriate box(es).
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The Symbol Database may also be used to enter and customize large groups of securities. You may find this helpful for posting recommended lists of securities to clients or colleagues, keeping lists of securities in separate portfolios, creating custom industry groups, etc. Custom symbol groups are displayed in the Symbol Database, and when you choose the online data vendor shortcut in the Open dialog.
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4. Place the symbol file in the same folder as the symbol database file (i.e. C:\Program Files\Equis\Symbols). 5. Open the Symbol Database dialog or the Open dialog. The name of the new symbol file will be displayed in the Type menu of the Symbol Database dialog, or in the list of available symbol types when you choose the online data vendor shortcut in the Open dialog.
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4. Click when asked if you want to create the folder.
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The New Security dialog also appears if you begin typing the name or ticker symbol of a security that does not already exist. As you type, the Choose a Security dialog appears (page 74). If the active chart contains local data, and the security or ticker symbol is not found within the Choose a Security dialog, the New Security dialog will appear, allowing you to create a new security. After specifying the parameters in the New Security dialog, click the button. You will then need to download the data for that security using The DownLoader. Folder. Type (or use the button to select) the folder that will contain the new security file. For information on creating new folders, see page 59. Name. Type the name of the security. If you use the Symbol Database (see page 51), the name and symbol will automatically be filled in. Symbol. Type the ticker symbol for the security. Click the button for help with ticker symbols.
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First Date. Enter the first date for which you want to collect data. Note that you can enter the year using two or four digits (i.e., 05 or 2005). You specify the last date to collect at the time of data collection. Units. Choose the unit format in which you would like the price data to be displayed. For example, if you choose 1/8, the portion of the price to the right of the decimal will be displayed in eighths. Only the numerator is shown; the denominator is dropped (e.g., 25 3/8 is displayed as 25 ^3). If you choose decimal (the default), the portion of the price to the right of the decimal will be displayed in decimal format (e.g., 25.375, 45.25, etc.). Opening Prices/Open Interest. To track the Opening Prices or Open Interest, select these boxes. Open interest is available with most futures and option contracts. Browse. Click the button to select the data folder where the new security will be created. The folder you select appears in the Folder edit box. Look-up. Use the button to display the Symbol Database, which is used to quickly fill in the Name and Symbol fields with the desired security. For more information on using the Symbol Database, see page 51. Periodicity. Choose the desired periodicity for the security. Choose Daily if you want to maintain price data for each day that the security trades. Choose Weekly if you want to maintain price data for the security on a weekly basis (Friday to Friday). Choose Monthly if you want to maintain price data for the security on a monthly basis (month-end to month-end). For more information on periodicity, see page 109. Create. Click the button repeatedly to create multiple securities without leaving the dialog. When youre finished creating securities, click the button.
Browse button
Look-up button
Create button
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However, changes made to the pricing data itself (i.e., date, open, high, low, close, etc.) will be immediately reflected in the open chart.
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datasheet will open in The DownLoader where you can make the desired changes.
If a chart for a security is open, any change made in The DownLoader to that securitys attributes (e.g., name, ticker, units, etc.) will not be immediately reflected in the open chart. The chart must be closed and then reopened to reflect the changes. However, changes made to the pricing data itself (i.e., date, open, high, low, close, etc.) will be immediately reflected in the open chart.
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