CSI Stocks Data Import

CSI Stocks Import

To use CSI stock data with RealTest, you must have downloaded and installed their Unfair Advantage software and subscribed to one of their stock data packages.

Within the Unfair Advantage program, create one or more new stock portfolios for use with RealTest.

Stock portfolios for use with RealTest must be configured as follows:

The items in red are required. Adjustment for dividends is optional. If your subscription includes dividend details it is preferable to not use dividend adjustment.

Note that the Adjustment setting of the Import section is not supported with the CSIStocks data source.

The UI settings as shown above correspond to Adjustment: Capital (the default) in RealTest.

If you want your imported data to use TotalReturn adjustment (in which dividends are converted to splits), then you must also check the other three boxes under "Adjust for Splits" in the above dialog box and rebuild your UA portfolio.

Use these settings to further configure your portfolio:

Name By: S is required (just the symbol, nothing else in the file name).

Extension can be either .txt or .csv -- your choice.

Fields should include all of the above. The sequence does not matter.

Separator must be comma and date format as shown.

Header row is required.

Once your portfolio is configured, UA will already have exported your ASCII data files to your specified folder, and you can now import them into RealTest.

To keep your date up to date every day, simply run the "CSI EZ Download" program. It automatically downloads all the latest data to their internal database and then updates all of your portfolio files.

To import your CSI stocks data into RealTest, the Import definition will look like this:

You can add more than one DataPath if you want to combine data from multiple CSI portfolios into a single RealTest RTD file.

You can optionally name each DataPath using a comment like {"DJI"} and later refer to it using e.g. InList("DJI") if your formulas need to know which portfolio the current symbol came from.

As with CSV Import, you can optionally use IncludeList and/or ExcludeList. If you use IncludeList, this means "only include these symbols and exclude all others" (unless you also specify KeepNonIncluded: True). ExcludeList means "include all others except these".

Note also that with CSI Stocks, you do not need to provide a SymInfoFile. RealTest reads and processes the stocksinfo.csv file found in each DataPath folder to get the company name etc.