Updating Data

After historical data has been imported for a security, you will want to keep that data up-to-date in order to determine whether any new trades are required.

There are several ways to keep your data up-to-date.

·      Update the data using the Import Data Wizard.

·      Import intraday data while it is occurring – called "streaming".

·      Update the Solution Service, which updates only the stocks associated with the Solution Service.

&  For help streaming intraday data, see Streaming Intraday Data.

&  For help with the Solution Service, see The TradingSolutions Solution Service.

Updating Data with the Import Data Wizard

End-of-day data is typically updated using the Import Data Wizard.

This wizard can be accessed in several ways, including:

·      Select Import Data… from the File menu.

·      Select Import Data… from the context menu for a group in the Portfolio View.

·      Select the Import Data button on the toolbar.

·      Press the Import Data button on the Modify Group Dialog: Properties page.

Once started, select Update data in the target group and press the Next button. The Import Data Wizard will automatically determine which data to update and where to look for those updates. This analysis is based on the following:

·      Only data in the Target Group is considered for update.

Ä    Note: If you would like to update your entire portfolio, be sure "My Portfolio" is selected as the target group

·      Only data that has the option Update when group is updated selected is considered for update. This option is set on the Modify Data Series Dialog: Properties page.

Ä    Note: This option can be overridden by pressing the Update Options… button in the Import Data Wizard and selecting Include data that is not marked for updating with this group.

·      Data will be updated from its default data source. This value is displayed on the Modify Data Series Dialog: Properties page and is typically set to the last location that the data series was imported from.

·      If data the default data source for a data series is a file, the file will be checked to determine if it has changed since the last time this data series was updated.

Only new data that is after the last date in the data series will be imported. If you would like to import data additional previous data from a data source, press the Update Options… button in the Import Data Wizard and select Re-import and overwrite previous data.

Ä    Note: If any of the data series being updated use the Solution Service as their data source, all of the Solution Service stocks will be updated.