Hi Sacha.
I just had a thought. I know that data for a portfolio is kept in an XML file. Is it possible to import Symbols into a portfolio? If I build a portfolio for and industry for example. I have a csv file of symbols and prices. Is this possible?

thanks,
Tony M.

Hi Sacha.

I haven't communicated with you in a while.
That's because your program has been awesome and I have had  no problems with it and I have it set up just the way I like for my portfolios and backtesting.

But, I have noticed lately, that when running a scan of stocks and I switch to another application (mostly Office Excel 365), the scan will "pause" after a varied number of tickers. And if I activate the results window, it will proceed and continue where it left off.

I can't say if any of the recent upgrades has brought this on or it's been there all along. Just that recently I have been using other Applications while Stockalyze is scanning.

Thanks,
Tony M

Whew. Finally relief. I am very happy to see you back.

I have had to resort to manually filtering my stock along with replacing my computer.

Since the change of computers, I have lost the registered copy of Stockalyze. I will gladly purchase another copy if needed.

Welcome back. I have certainly missed you.

Hi Socha.

I have a strange thing happening with a text file of stock symbols I am trying to scan.
I am using Yahoo as the data provider.

In the text file of 60 symbols is a symbol (LK - Luckin Coffee Inc.) and when I import the symbols, Stockalyze thinks the symbol is LKAI. That is, if I look at the import window of symbols, LK is not in the list but LKAI is.

The symbol does not show up as missing, though others in the list do as expected.

If I try to chart LK, it is not in the database. I'm sure I can add it, but I haven't yet, in case you need more information.

I have attached a snapshot of the import window showing the LKAI symbol.

Thanks Sacha,
Tony

I notice that when I use a symbol from the AMEX exchange via Yahoo, there are two symbols that show up. One from AMEX and other from NYSEMKT.

Are they in fact two separate entries in the database?

Which one would be the correct one to use?

Should I delete one of them?

Thanks,
Tony

Hi Sacha.
Just a question on when historical data is downloaded.

Early on in learning Stockalyze I thought running a trading system on a list of stock symbols would download the historical data.

But now when I run a trading system, and then chart a symbol, I get the brief message "waiting for price history" then the chart is displayed.

So my question is:
How did the system run a trading system and use historical data when, by displaying a chart for a symbol, Stockalye needs to retrieve historical data?

Thanks,
Tony

Sometimes I get tickers from FinViz or other websites and I want to run those tickers through
stockalyze Backtesting, etc.

When a ticker is missing (sometimes the list can be more than five) is it possible to have an option in the popup window listing the missing tickers, to add these tickers then, instead of canceling your operation to add them, then re-start your operation?

Presently I have a screen capture utility to capture the tickers so that I remember which ones they were.

Your thoughts.
Thanks,
Tony

I'm using version build dated 9/8/3029 and when I launch it I get an error "XML parsing error: 'unclosed token' at line 27".

I thought it may be related to my alert file since I seem to have lost them.

I looked at the altert_repo file and it was missing the close "/>" symbol on the last line.

Once I corrected it all is fine.

These are the last few lines of the file BEFORE I corrected it:
  <AlertSetting Type="10" PriceOfInterest="25.0000">
    <Security Name="Yahoo!|US.AMEX.STOCK|ESP" LastEvaluationTime="20190910152401000">
      <Alert TimeStamp="20190812000000000" Status="2"/>
      <Alert TimeStamp="20190813000000000" Status="2"

Not sure how it removed or failed to put it in the file.

Tony

Hi Sacha. I hope all is well with you.

I have some small annoyances that I hope you can remedy while you address more important issues.

Charts:
When displaying a chart I must click it to make it the active window in order to scroll to my indicators.

When changing the time span in a chart, sometimes the info boxes on the left do not appear, when you change back and forth they will finally appear.

When changing time from 2 year to 3 months, the 3 month display isn't the current timeframe, in my test, it shows timeframe of 5/18/2001-8/16/2001 after viewing a 2YR chart and switching back to 3M. Can you default it to current timeframe on the right side of the chart?

Reports:
The report generated by "Scan Ideas", can you re-draw the shading when you re-sort the list? Now, The shading "follows" the item, so they become bunched up. Sometimes I sort by Signal, and othertimes I sort by Last Price depending on my objective.

When you display a chart of an ticker, you lose the highlight on the report. Can you keep the row highlighted so you don't lost track of what you just viewed when viewing the chart and going back to the report?

I know these are very minor, but I just want you to know how "we" use your program, and what can be done to improve it.

Love all the recent changes you've made. Thank you for all your hard work.

Thanks,
Tony

I notice that when I enter a new transaction (ticker:YTEN) and choose yesterdays date, since you can't use today's date, the transaction price used is today's price, not yesterdays price.
In the example yesterday's(8/1) close price was .82 and today's current price is .85.
When I enter the transaction and use the button to Get Price, it uses today's price as the transaction price.
I can enter the correct price and it's fine.

Question: Shouldn't the "Get Price" use the date selected for the price? It seems to default to "latest" price.

Thanks,
Tony

Hi Sacha.
I notice that when I sort the portfolios, the chart display doesn't change.
I hope I can explain clearly.

If I display a portfolio then select a line within the portfolio, the chart changes.
But then sort on a different column, the chart doesn't change and the highlight bar doesn't de-select in it's line position, and you can't display the chart on whatever the new line item is under the selection, until you select a different line then go back.

It looks like the highlight needs to follow the item when re-sorting instead of staying stationary on the re-sort.

To me it's not a terrible thing since the work around is to select another item then go back.

Thanks,
Tony

Hi Sacha.
I have noticed that if I view the "Consolidated" portfolio, I can sort by each of the columns.
But if I view a specific portfolio, and sort, say on the %Gain column, then if I select a different column heading to sort, I can't go back to the %Gain column and re-sort unless I select a column that has not been sorted on yet.
I notice that when I sort on a column within a specific portfolio, the little triangle indicating the direction of the sort doesn't go away when I select a different column. But it does in the "Consolidated" listing.
I hope I have explained this clearly.

Thanks,
Tony

I entered UBER as a new security.
I have a default chart template setup to include the MACD indicator along with other indicators and zones.
I get an exception error when I try to chart the UBER ticker. I have to "abort" to close Stockalyze.
If I remove all indicators and zones, it displays the chart (Price, Volume)
I then tried to add the indicators, one at a time. When I enter the MACD indicator it crashed Stockalyze.
Now, I don't want the MACD or any indicators for that matter, for an IPO, but can Stockalyze be setup to ignore the default chart and use a basic (Price, Volume) when there is not sufficient data to display/calculate the indicators or zones?

Hi Sacha.
You were gracious to allow me to use a registered copy of Stockalyze because I was having problems.
Now I am purchasing a copy because Stockalyze is awesome.
But when I go to the "Register" in the Help, it tells me that it's already registered.
When I launch the application it tells me that I only have 6 days left.
How do I enter my new registration?

Thanks,
Tony

I'm now advancing into creating some trading systems that I use online and am trying to replicate them in Stockalyze.
And I need help.

What I'm trying to create is a RSI(10) Bearish
Here's the criteria:

RSI(10) crossed below 70
and RSI(10) 1 day ago was above 70 for the last 5 days

I tried adding a sub condition for the "and" part to no avail. I then tried adding a condition for it and again nothing. Maybe I still am not understanding the X and Y days and how I can include an "and" criteria.

I have some tickers that fall into this criteria, but when I run it against them I get zero hits.
Can you help me?

Thanks
Tony

What is the correct way to have Stockalyze refresh/update the historical tables?
Does it mass update when Stockalyze is opened/launched?
Does it check the date of last data when you display a chart?
I had a ticker (QHC) that had wrong numbers in the historical data. After using the Quote Editor to delete the May 18 data, and I noticed the May 21 and May 22 data were missing. I couldn't figure out how to get Stockalyze to update the data. Once I displayed a chart of the ticker, it updated, and updated the portfolio data correctly, is this how to do it?

Thanks,
Tony

Managing Trading Systems:
When you edit a trading system and OK. The Managing Trading Systems window shows the line selected in grey and not the "blue" selection color. Merely cosmetic.

Create New Chart:
Sometimes when I create a new chart. It doesn't become the "active" window. I have to bring it up from the windows taskbar. Is this a Windows 7 issue?

Trading System:
When you create a trading system, could you please explain the "M" and "N" days.
For example: if I look at the ADOSC System.
The subcondition says:
"MACD(12, 26, 9).MACD crosses MACD(12, 26, 9).MACDSignal from below during 5, and 0 previous days"
I don't understand the 5 and zero days. Is it saying any one of the past zero to five days. Or is it saying 5 days ago from current date (0)? Is it from highest number of days to lowest from current date?

Can TTM (Trailing 12 months) be added to the Periodicity Menu?

Thanks,
Tony

With the quick response and immediate fixes, Sacha has proven Customer Service is NOT a forgotten trait to have and exercise.
I am loving Stockalyze more and more everyday, as I learn what it is capable of.
I encourage users to take the time and read the Help Manuals, even if you think you know how to use the software. Trust me, you will learn new things as you go through it.
Forget those expensive products, this one beats them all. In my opinion.
Thanks Sacha.
Tony

I've downloaded your Lite version and so far I like what I see.

My queston is, what are your plans and procedures for keeping up with the changes Yahoo and Google do with their data in order to guarantee data will always (perpetual) be available?

I know of other systems who had a major prolem when Yahoo changed to JSON data and now Google is changing currently.