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Data Manager Support

Data Manager FAQ's



Data Manager Technical Issues

How do I add ticker symbols to my Master Ticker List?

Click on Ticker, New and follow the wizard to add a ticker.

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How do I check my data for errors I may have missed?

Use Check Ticker Data in Data Manager, Utilities, to identify and in some cases fix bad data.

Errors are recorded in System Messages. Some errors will require a download for one or more days of data to correct the problem. Check Ticker Data can identify the following issues:

     Check Open, High, Low, and Close - Looks for Open and Close values not consistent with High and Low values.

     Fix Open errors - If Open greater than High, sets Open to High. If Open less than Low, sets Open to Low.

     Check for days with no prices - Looks for days for tickers which do not have any price data.

     Fix days with no prices - Looks for ticker prices which have partial prices and zeroes out those days if they have incomplete information. If the ticker , for example, has a closing price but does not have a figure for the high then the entire day will be invalid and will be zeroed out (including volume). This remote possibility can occur when a data service sends erroneous data. It is your responsibility to download the new data for the affected days from your data service.

      Check for price variances greater than or equal to - Looks for day-to-day price changes greater than the percentage specified in the text box. The default minimum variance is 25%. You can change this value by typing a new entry in the text box. You may also specify a ticker price minimum or maximum for performing a variance check.

For example, if you wish to do a variance check of 45% for tickers whose price is less than or equal to $5.00 you would set the variance fields to:

Check for Price Variances
Greater Than or Equal to 45 %
For Prices <= 5.0000

      Check for zero volume - Looks for days for which the tickers have no volume.

      Check start dates.

      Fix start dates - Compares actual date of first data against First Date. If actual date of first data is later than First Date, resets First Date to actual date (and reduces size of file). Also, if the ticker start date falls on a holiday, this will change the start date to the first non-holiday date in the future.

      Fix Negative Prices or Volume - Looks for ticker prices which have prices or volume which are less than zero. This remote possibility can occur when a data service sends erroneous data. If negative prices are found then all the prices (including volume) for that day are set to zero. If only negative volume is found then only volume is set to zero. It is your responsibility to download the new data for the affected days from your data service.

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How do I create a group list?

In Data Manager, click on List, New to create a new list. This list will show up in the window of the left. Click on Ticker, New, enter a Sector symbol, for the type choose Sector. Drag this symbol to the list name and drop it. Click on Ticker, New and enter a group symbol, for the type, choose group. Drag this symbol to the left and drop onto the Sector symbol. Next, highlight the group symbol in the list on the left. Click on ticker, insert, enter the stock symbol(s), separate more than one with a semicolon ( ; ). The last step is to click on Utilities, Compute Group/Sector indices. Highlight the list on the left, then click OK.

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How does AIQcalculate the groups and sectors?

1st day of the index:
Close - stocks
current close / prior close = ratio
summation of all ratios / # of stocks
in group * groups prior close (should be 100).

After 1st day: summation of all ratios / # stocks in
group * groups prior close

High, low and open: (example for high)
current high / current close = ratio
summation of all ratios / # of stocks
in group * current close for the group.

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I don't understand what an AIQ Market is and how it is different from a regular index?

Regular indices like the Dow Jones, ticker symbol INDU are available from many sources. These sources provide the open high low and close for the index itself. No volume figures are available for most indices. an AIQ Market is a unique ticker available only in AIQ Software. Instead of analyzing the price action of an index on it's own, AIQ combines an index price ticker like INDU with the breadth information (advancing, declining issues and volume) from an associated exchange. For example the AIQ unique ticker DJIA is a market that combines the INDU index with the breath data from the New York Exchange. When you chart the ticker DJIA, you will see a price chart of INDU, with technical indicators that are also volume based - derived from the New York Exchange breadth data.

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I don't understand what the different types of lists are?

AIQ list files organize tickers into easy to use containers that are then available throughout the different elements of the software. There are distinct types of list files that serve different purposes.

Linear or one level list.

- Taglist
This is a list created in Charts (Taglist, set taglist). It allows you to add tickers to a list directly in Charts.
Tickers are organized alphabetically in this type of list.

- List created by AIQ application - Reports
In Reports you can have all the tickers in a given report placed into a list (with a report open click on the Build Report List toolbar button). Tickers are organized in the order they appear in the report

. - List created by AIQ application - Expert Design Studio
In EDS you can create a list of stocks produced by a Trading strategy (chart list toolbar button). Tickers are organized in the order they appear in the EDS report.

- Group/Sector or multiple level lists
Linear lists allow you to scroll back and forth through a list of tickers. Group/Sector lists allow you to scroll back and forth as well, however they also allow you to explore up and down from a ticker to a group that is associated with that ticker. This group and other associated groups are combined together into a sector. You can explore up and down and back forth throughout the structure.

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The window that shows my symbols is missing. How do I get it back?

The window has probably been resized. To get the pane back, slowly drag the mouse to the right of the Data Manager window. When the arrow changes to an arrow pointing both left and right, left click and drag back to the right.

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One of the groups is showing a bad data spike, how can I correct this?

First, scroll through the group, and find the stock that has bad data. Use Data Retrieval to reload history on the bad stock. Then, in Data Manager, click on Utilities, Compute Group/Sector Indices. Highlight the group symbol, click on Recompute All Dates.

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