What's the file format for importation?

The user series must be created by an import file with extension ".txt" in ANSI format.

The data series should consist of data from Monday through Friday. Non-business days should be excluded. The decimal mark is the decimal point. The date format should be yyyy-mm-dd.

The import file in txt to create or to update a series must contain all the information below and the words Ticker, Company, etc. must be placed before each information. Multiple series could be inserted into the same file provided they each follow the correct format.

Content of import file

Ticker: code with maximum 12 chars used to idenfity the security.

Company: security name.

Country: 2 or 3 letter country code according to ISO.

Currency: 2 or 3 letter currency code according to ISO.

Type: code for the asset class, the first column in the asset class table.

Shared: Yes or No (if "yes" the series can be viewed by all of the users under the same serial number, if "No" only the creator of the series can view it).

Password: 4 to 10 character alpha-numeric password. The password is mandatory.

Fields: field-name1 field-name2 field-name3 field-name4... (fields to be completed (see codes of importation in the table); to determine the fields to be completed according to the asset class, see an example in Economatica in the "Quotes" window).

yyyy-mm-dd field-value1 field-value2 field-value3 field-value4...

yyyy-mm-dd field-value1 field-value2 field-value3 field-value4...

yyyy-mm-dd field-value1 field-value2 field-value3 field-value4... (data series and values in the order designated in Fields).

END: mandatory item, end of series marker.

Examples of import files

Example of import file to create a stock series

ticker: NEW CO

company: New company

country: US

currency: USD

type: stock

shared: no

password: 12345

fields: numtrades numsharesstk volume close open low high average

2016-09-01 36536 51743600 598459393 11.25 11.93 11.22 11.97 11.57

2016-09-02 33560 48718400 551955813 11.36 11.33 11.10 11.62 11.33

2016-09-05 - - - - - - - 12.23

END

Example of import file to create a fund series

ticker: FUND

company: New Fund

country: US

currency: USD

type: fund

shared: yes

password: 54321

fields: close netassets netinflows inflows totalred redemption redinctx totinvest

2016-03-02 74.99906 325077043.1 555128.00 44851.91 599980.20 599980.20 0 27989

2016-03-03 75.78785 329056964.4 -173136.37 78360.00 251496.37 251496.2 0 28006

END

Example of import file to create a stock series only with closing prices

ticker: CLOSE

company: Close

country: US

currency: USD

type: stock

shared: yes

password: 54321

fields: close

2016-03-02 74.99906

2016-03-03 75.78785

END

How to import and update user series

To import the series into Economatica, open the window "Quotes" and in the window commands (three horizontal bars in the window's upper right corner) select "User series" and "import ...".

The daily series update can be made by importation or by editing the series. To edit open the window "Quotes" and in the window commands (three horizontal bars in the window's upper right corner) select "User series" and "edit".

Using this same path you can change the password or delete entirely the series.

Should you have any questions, please contact our support.

Asset classes accepted