Managing symbols

Security Selection Dialog

Security Selection Dialog is shown when you want to select any security, e.g. it appears when you want to create chart, do system testing, find stock ideas, etc.

The same dialog can be used to manage, i.e. add/remove symbols.

Security Selection Dialog

Security Selection Dialog

Understanding the user interface

Security Selection Dialog contains list of symbols that Stockalyze already knows about. These symbols are divided based on data provider and category. A category is based on country, exchange of trading, and type of security. The top list on left side of dialog lists all the data providers, as of now there is only one data provider and that is Yahoo!. The next list on left side shows the various categories that Stockalyze is already aware of. If you check a category in that list then all stocks of that category will appear on the right pane. You can check multiple categories in the left pane and symbols of all checked categories will appear in right pane.

The list of categories and stocks that this dialog shows may not be complete and so you can add your own if you want.

Adding Symbol

Don't worry if you don't find your favorite stock in the list of symbols that Security Selection Dialog shows. You can always add your stock symbol to the appropriate list. Just click 'Add security' and then supply the symbol, name of stock, data provider and category.

Adding symbol to the list in Yahoo! Data Downloader

Adding symbol

Remember that the symbol here should be 'Yahoo symbol' which may be different than the symbol used by exchange. When you view the quote in Yahoo finance ( the ticker you see is the Yahoo symbol.

This is illustrated in following image, symbol is shown highlighted.

Yahoo Symbol illustration

A portion of yahoo finance page to illustrate how to find Yahoo! symbol.

Adding Category

If your stock and the category are both missing then you can add category first and then add the stock symbol in that category. Click on 'Add category' in Add Security dialog and supply the right information.

Adding category to the list in Yahoo! Data Downloader

Adding category

If you need to add many categories and symbols then reading the internals may be of great help.

Collapse/Expand button

Most of the time you will be dealing with symbols and not categories or data provider and so you can collapse the left pane to see just the symbols, like as shown below:

Select Security Dialog with collapsed left pane

Select Security Dialog with collapsed left pane

The internals

You can skip reading this unless you have long list of symbols and you want Stockalyze to know about them so that you can download price history data for those symbols too.
If you type '%appdata%\Lunetek\Stockalyze\yahoo_data_download\cache\yahoo_index\' (without quotes) on run window, you will see a listing of .txt files whose names will match with category name.

Opening index folder

If you open any such file you will see that each line contains symbol followed by name of stocks. This is the way category list and symbol lists are maintained by Stockalyze. You can modify these files to add more symbols. You can even add new file if you have a list of stocks of a category for which there is no file present.

Category names are formed by combining two letter country code, short exchange name, and security class code delimited by period (.). For example category name for stocks traded in London Stock Exchange is UK.LSE.STOCK and for all indices of NASDAQ it will be US.NASDAQ.INDEX. If you intend to create a new category file without using the user interface then the name of file must follow some rules:

  • File name should be of form [country code].[exchange name].[security class code].txt
  • Country code must be one from the list of country Stockalyze understands.
  • Exchange name must be a single word and should not contain any space or special character.
  • Security class code must be one from the list of security class that Stockalyze understand.