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Investor/RT Answer
Answers to Common Questions

   

Question

Can I import  ticker symbols of pairs or spreads into Investor/RT from a text or csv file?
   

Answer

Yes. (as of version 8.0.2)  The file may be either a comma- or tab-separated text or csv file.  The first line of the file is important and will tell Investor/RT that the following lines should be considered pairs or spreads (custom instruments).  The first line should look like this:

/TYPE PAIR

The first line may also be used to tell Investor/RT that you would like to use division on the pairs instead of subtraction.  The line above will default to subtraction, however, the line below:

/TYPE PAIR /

will tell Investor/RT that the pairs are to use division.  The first line of the file may also be used to communicate how the resulting pair tickers symbols will be built.  By including the text USEMULT, the resulting ticker symbols will be built with the multipliers included.  We'll look at a few examples of this later.  Regardless of whether the multiplier is included in the ticker symbol, the "name" column will provide a very complete description of the pair as seen in the table below.

After this first line, each of the subsequent lines will represent a different pair.  These lines can have one of two formats.  Either:

CompA, CompB

or...

MultA, CompA, MultB, CompB

Where MultA is the multiplier for the first component, and CompA is the ticker symbol of the first component, etc.  Both multipliers will default to 1.0 if the first format is used.  Also, the commas may be replaced by tabs in your file if you prefer.

Now, let's look at some example files with the ticker symbols that would result:

File

Ticker Symbol

Name

/TYPE PAIR
AMZN, YHOO
KO, PEP
 
AMZN-YHOO
KO-PEP
 
(1.00 * AMZN) - (1.00 * YHOO)
(1.00 * KO) - (1.00 * PEP)
/TYPE PAIR /
AMZN, YHOO
KO, PEP
 
AMZN/YHOO
KO/PEP
 
(1.00 * AMZN) / (1.00 * YHOO)
(1.00 * KO) / (1.00 * PEP)
/TYPE PAIR
0.8, AMZN, 1.0, YHOO
1.0, KO, 0.6, PEP
 
AMZN-YHOO
KO-PEP
 
(0.80 * AMZN) - (1.00 * YHOO)
(1.00 * KO) - (0.60 * PEP)
/TYPE PAIR USEMULT
0.8, AMZN, 1.0, YHOO
1.0, KO, 0.6, PEP
 
AMZN*0.80-YHOO
KO-PEP*0.60
 
(0.80 * AMZN) - (1.00 * YHOO)
(1.00 * KO) - (0.60 * PEP)
/TYPE PAIR / USEMULT
0.8, AMZN, 1.0, YHOO
1.0, KO, 0.6, PEP
 
AMZN*0.80/YHOO
KO/PEP*0.60
 
(0.80 * AMZN) / (1.00 * YHOO)
(1.00 * KO) / (0.60 * PEP)
   
After the pairs are imported, Investor/RT will ask the user for a name of the resulting quotepage in which the pairs will be placed.  After this name is provided, Investor/RT will then ask for a name for the quotepage of "component" symbols that were used to build the pairs.  As a result, the user will see a quotepage of both the pairs, and it's components.  This makes it easy, using the Download Data window, to first download data on the components, and then download data on the pairs (a download on a pair/custom instrument just builds the data on the pair from that of the components).