Download Lists 1 through 5 are used primarily throughout the trade day and several hours after the close to quickly update previously downloaded full composite breadth datafiles. If MasterDATAlink detects that the complete datafile on your disk is too far out of date or inaccurate, it will automatically download the full, start to finish datafile from the web site. This process may slow down your datafile updates significantly. Therefore, try to structure your download schedule to use Lists 1 through 5 during the trade day and a few hours thereafter. Run a full download (Lists "All Daily" and/or "All Periods") previous to the market open or late night when your computer is generally idle. This full download will update your datafiles to reflect price corrections and constituent changes in the historical datafiles and prepare your computer for the fastest possible updates during the subsequent trading session. | | | Certainly, you will set up your own download lists specific to your own needs, but, for purposes of learning, the following takes you step by step through the process. The result will be five newly configured download lists in addition to the two built in "full" download lists. | | | | Set Up Download List 1 To "Update" All Available Index and ETF Daily Historical Datafiles |
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| | ► | Click on the "Download File Settings" tab. | ► | Select List 1 by clicking on its button in the "Select a Download List" section. | ► | In the Data Vendor section, select your data vendor, either "eSignal", "Reuters" or, if you wish to use the original web site datafile names, "Original". The differences are that eSignal and Reuters use different index symbols and the appropriate symbol will be used based upon your Data Vendor selection. Reuters index symbols begin with a period (.). The MasterDATAlink substitutes an underscore (_) for the period so ".DJI" becomes "_DJI". Additionally, selecting eSignal or Reuters will sort the daily, weekly, monthly and quarterly datafiles into separate directories. Selecting "Original" will maintain everything as it was previously structured for .csv file downloads. We recommend that subscribers eventually select either eSignal or Reuters. | ► | In the Data Period section, select the data period(s) you wish to download, daily, weekly, monthly and/or quarterly. For this example, put a check mark next to "Daily" and leave the other data periods unchecked. | ► | Since you want to download all daily datafiles, toward the lower right corner of the window, click on the "Move All Issues To List 1" button. | ► | Click on the "Save Download List 1" button. | ► | Try downloading the historical composite data in your newly created list by clicking on the large button, "Download 136 Datafile(s) On Download List 1 Now". | ► | When the download is complete, the caption on the large button will change to "Download 1 Complete" and additionally display the elapsed time. | ► | Verify that the files have downloaded correctly to your "C:\MasterDATA\CSVFiles\Daily" directory (assumes installation to the default directories). Open a file by clicking on it.
* If you selected "Original" as your data vendor the downloaded datafiles will be in the "C:\MasterDATA\CSVFiles\" directory. | ► | You have now created and saved one of five of your configurable download lists. The next time you open the MasterDATAlink program, clicking on List 1 will load this download list into the right hand column, ready for updating the current datafiles. | | | | | | |
| Top of page | | Set Up Download List 2 To "Update" All Available Index (only) Historical Datafiles |
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| | ► | Click on the "Download File Settings" tab. | ► | Select List 2 by clicking on its button in the "Select a Download List" section. | ► | In the Data Vendor section, select your data vendor, either "eSignal", "Reuters" or, if you wish to use the original web site datafile names, "Original". The differences are that eSignal and Reuters use different index symbols and the appropriate symbol will be used based upon your Data Vendor selection. Reuters index symbols begin with a period (.). The MasterDATAlink substitutes an underscore (_) for the period so ".DJI" becomes "_DJI". Additionally, selecting eSignal or Reuters will sort the daily, weekly, monthly and quarterly datafiles into separate directories. Selecting "Original" will maintain everything as it was previously structured for .csv file downloads. We recommend that subscribers eventually select either eSignal or Reuters. | ► | In the Data Period section, select the data period(s) you wish to download, daily, weekly, monthly and/or quarterly. For our purposes here, put a check mark next to them all. | ► | Toward the lower right corner of the window, click on the "Clear Download List 2" button. | ► | In the lower right corner of the window, enter a dollar sign ($) symbol in the text box (to the left of the "Select" button) and then click on "Select". | ► | All of the available indexes and ETFs with a "$" in either their name or symbol will be immediately moved to the right column titled "Index and ETF Composite Datafiles To Be Downloaded" (You can do this with any character combination such as iShare, SPDR, NASDAQ, etc.). eSignal index symbols begin with a dollar sign ($), so all index symbols are automatically selected and moved to the right column. | ► | Click on the "Save Download List 2" button. | ► | Try updating the historical composite data in newly created List 2 by clicking on the large button, "Download 100 Datafile(s) On Download List 2 Now". Why is the number 100 and not 25 (the number of indexes we cover)? You are downloading four data periods, so the number of files is the number of indexes multiplied by the number of data periods selected (in this case, four). | ► | When the download is complete, the caption on the large button will change to "Download 2 Complete" and additionally display the elapsed time. | ► | Verify that the files have downloaded correctly to your "C:\MasterDATA\CSVFiles\Daily", "C:\MasterDATA\CSVFiles\Weekly", "C:\MasterDATA\CSVFiles\Monthly" and "C:\MasterDATA\CSVFiles\Quarterly" directories (assumes installation to the default directories). Open a file by clicking on it.
* If you selected "Original" as your data vendor all downloaded datafiles will be in the "C:\MasterDATA\CSVFiles\" directory. | ► | You have now created and saved the second of five of your download lists. The next time you open the MasterDATAlink program, clicking on List 2 will load this download list of all available indexes into the right hand column, ready for updating the current datafiles. |
| Top of page | | Set Up Download List 3 To "Update" Five Specified Historical Datafiles |
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| | ► | Click on the "Download File Settings" tab. | ► | Select List 3 by clicking on its button in the "Select a Download List" section. | ► | In the Data Vendor section, select your data vendor, either "eSignal", "Reuters" or, if you wish to use the original web site datafile names, "Original". The differences are that eSignal and Reuters use different index symbols and the appropriate symbol will be used based upon your Data Vendor selection. Reuters index symbols begin with a period (.). The MasterDATAlink substitutes an underscore (_) for the period so ".DJI" becomes "_DJI". Additionally, selecting eSignal or Reuters will sort the daily, weekly, monthly and quarterly datafiles into separate directories. Selecting "Original" will maintain everything as it was previously structured for .csv file downloads. We recommend that subscribers eventually select either eSignal or Reuters. | ► | In the Data Period section, select the data period(s) you wish to download, daily, weekly, monthly and/or quarterly. In this case, place a check mark next to "Daily" and "Monthly". | | ► | Toward the lower right corner of the window, click on the "Clear Download List 3" button. | | ► | In the left column, "Available Indexes and ETFs", click on an index name. It is now highlighted. | | ► | Click on the same highlighted index name again, and, while holding down the mouse button, drag it over to the right column. Release the mouse button. The index you selected should now appear in the right column. | | ► | While you can simply repeat this process for each index or ETF you wish to put on your download list, you can also make multiple selections at one time. While holding down the control key, click on four more indexes and/or ETFs. All four selections will be highlighted. | | ► | While continuing to hold down the control key, click and drag your selection over to the right column. You should now have a list of five indexes and/or ETFs in the right column (1 + 4). | | ► | Click on the "Save Download List 3" button. | | ► | Try downloading the historical composite data in newly created List 3 by clicking on the large button, "Download 10 Datafile(s) On Download List 3 Now". Remember, the number represents the number of composites selected (in this case, five) times the number of data periods selected (in this case, two). | | ► | When the download is complete, the caption on the large button will change to "Download 3 Complete" and additionally display the elapsed time. | | ► | Verify that the files have downloaded correctly to your "C:\MasterDATA\CSVFiles\Daily" and "C:\MasterDATA\CSVFiles\Monthly" directory. Open a file by clicking on it.
* If you selected "Original" as your data vendor all downloaded datafiles will be in the "C:\MasterDATA\CSVFiles\" directory. | | ► | You have now created and saved the third of five of your download lists. The next time you open the MasterDATAlink program, clicking on List 3 will load this download list of the five indexes and/or ETFs you selected into the right hand column, ready for updating the current datafiles. |
| Top of page | | Set Up Download List 4 To "Update" All Historical Datafiles Related To the S & P Indexes |
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| | ► | Click on the "Download File Settings" tab. | ► | Select List 4 by clicking on its button in the "Select a Download List" section. | ► | In the Data Vendor section, select your data vendor, either "eSignal", "Reuters" or, if you wish to use the original web site datafile names, "Original". The differences are that eSignal and Reuters use different index symbols and the appropriate symbol will be used based upon your Data Vendor selection. Reuters index symbols begin with a period (.). The MasterDATAlink substitutes an underscore (_) for the period so ".DJI" becomes "_DJI". Additionally, selecting eSignal or Reuters will sort the daily, weekly, monthly and quarterly datafiles into separate directories. Selecting "Original" will maintain everything as it was previously structured for .csv file downloads. We recommend that subscribers eventually select either eSignal or Reuters. | ► | In the Data Period section, select the data period(s) you wish to download, daily, weekly, monthly and/or quarterly. In this case, place a check mark next to "Daily". | ► | Toward the lower right corner of the window, click on the "Clear Download List 4" button. | ► | Below this button, in the lower right corner of the window, enter "S & P" in the text box (to the left of the "Select" button) and then click on "Select". | ► | All of the available indexes and ETFs with the character sequence "S & P" in either their name or symbol will be immediately moved to the right column titled "Index and ETF Composite Datafiles To Be Downloaded". | ► | To delete any one of the composites in the right hand column, double click on it. Try it on one of the listed composites now. Only five S & P composites should remain. | ► | To restore the original six "S & P" related composites, click once again on the "Select" button ("S & P'" should remain in the text box from the previous step). | ► | Click on the "Save Download List 4" button. | ► | Try downloading the historical composite data in newly created List 4 by clicking on the large button, "Download 6 Datafile(s) On Download List 4 Now". | ► | When the download is complete, the caption on the large button will change to "Download 4 Complete" and additionally display the elapsed time. | ► | Verify that the files have downloaded correctly to your "C:\MasterDATA\CSVFiles\Daily" directory. Open a file by clicking on it.
* If you selected "Original" as your data vendor the downloaded datafiles will be in the "C:\MasterDATA\CSVFiles\" directory. | ► | You have now created and saved the forth of five of your download lists. The next time you open the MasterDATAlink program, clicking on List 4 will load this download list of all S & P related composites into the right hand column, ready for updating the current datafiles. |
| Top of page | | Try Setting Up Download List 5 To "Update" All the Daily ETFs But No Indexes Yourself |
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| | ► | Hint: You should wind up with 111 ETFs in your download list. Click on the "Save Download List 5" and the large download button will count the list for you. |
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| | While download lists 1 through 5 are very configurable as to selecting indexes and/or ETFs and data periods, the "All Daily" and "All Periods" download lists are largely pre-configured. They are deliberately designed to always download the entire datafile for every index and ETF available from MasterDATA. These two downloads therefore require significantly more time than update lists 1 through 5. The only difference between the "All Daily" and "All Periods" downloads is that the former downloads all 136 indexes and ETFs for the daily data period only, while the later downloads daily, weekly, monthly and quarterly data periods for all 136 indexes and ETFs (541 total files). The only changeable setting for these two download types is your data vendor, eSignal, Reuters or Original. (Shouldn't the total number be 544? The NYSE, AMEX and NASDAQ Exchange Composite Indexes do not have available quarterly datafiles so 544 - 3 = 541). | Top of page | | | | | ► | Click on the "Download File Settings" tab. | ► | Select "All Daily" by clicking on its button in the "Full Downloads" section. | ► | In the Data Vendor section, select your data vendor, either "eSignal", "Reuters" or, if you wish to use the original web site datafile names, "Original". The differences are that eSignal and Reuters use different index symbols and the appropriate symbol will be used based upon your Data Vendor selection. Reuters symbols begin with a period (.). The MasterDATAlink substitutes an underscore (_) for the period so ".DJI" becomes "_DJI". Additionally, selecting eSignal or Reuters will sort the daily, weekly, monthly and quarterly datafiles into separate directories. Selecting "Original" will maintain everything as it was previously structured for .csv file downloads. We recommend that subscribers eventually select either eSignal or Reuters. | ► | Click on the "Save 'All Daily' Periods Download Settings" button. | ► | Try downloading the historical composite data for the "All Daily" list by clicking on the large button, "Download All Datafiles for 'All Daily' Periods Now". | ► | When the download is complete, the caption on the large button will change to "Download "All Daily" Periods Complete" and additionally display the elapsed time. | ► | Verify that the files have downloaded correctly to your "C:\MasterDATA\CSVFiles\Daily" directory. Open a file by clicking on it.
* If you selected "Original" as your data vendor, all the downloaded datafiles will be in the "C:\MasterDATA\CSVFiles\" directory. | ► | You have now configured and saved the "All Daily" download list. The next time you open the MasterDATAlink program, clicking on "All Daily" will load this list of all 136 indexes and ETFs, ready for downloading the entire daily historical composite breadth datafile for each. |
| Top of page | | | ► | Click on the "Download File Settings" tab. | ► | Select "All Periods" by clicking on its button in the "Full Downloads" section. | ► | In the Data Vendor section, select your data vendor, either "eSignal", "Reuters" or, if you wish to use the original web site datafile names, "Original". The differences are that eSignal and Reuters use different index symbols and the appropriate symbol will be used based upon your Data Vendor selection. Reuters symbols begin with a period (.). The MasterDATAlink substitutes an underscore (_) for the period so ".DJI" becomes "_DJI". Additionally, selecting eSignal or Reuters will sort the daily, weekly, monthly and quarterly datafiles into separate directories. Selecting "Original" will maintain everything as it was previously structured for .csv file downloads. We recommend that subscribers eventually select either eSignal or Reuters. | ► | Click on the "Save 'All Periods' Download Settings" button. | ► | Try downloading the historical composite data for the "All Periods" list by clicking on the large button, "Download All Datafiles for 'All Periods' Now". | ► | When the download is complete, the caption on the large button will change to "Download "All Periods" Complete" and additionally display the elapsed time. | ► | Verify that the files have downloaded correctly to your "C:\MasterDATA\CSVFiles\Daily", "C:\MasterDATA\CSVFiles\Weekly", "C:\MasterDATA\CSVFiles\Monthly" and "C:\MasterDATA\CSVFiles\Quarterly" directories. Open a file by clicking on it.
* If you selected "Original" as your data vendor, all the downloaded datafiles will be in the "C:\MasterDATA\CSVFiles\" directory. | ► | You have now configured and saved the "All Periods" download list. The next time you open the MasterDATAlink program, clicking on "All Periods" will load this list of all 136 indexes and ETFs, ready for downloading the entire historical composite breadth datafiles for each for all available data periods (541 datafiles). |
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