Click here to Login





Difficulty
All
Easy
Intermediate
Advanced
Section
All
Application
Charting
Indicators
Watchlist
Screener
Downloader
Composite
Analysis
Simulator
Portfolio
Pivot Table
Artificial Intelligence
How to associate an index with a list of stocks

Updated on 2011-12-21 04:18:48

Share |

Imagine you have a list of 100 stocks that belongs to the S&P 100 Index and you want to associate that index to these stocks in QuantShare. Easy, just follow the next steps.

Steps:

- Select "Symbol" then "Categories"
- Select "Indices" tab, type "S&P100", click on "Add" then close this form
- Select "Symbol" then "Manage Symbols"
- Click on "Select Symbols" button
- In the new control, add a "Custom Symbols" condition then click on the cell under "Values" column
- Enter you list of stocks (one symbol per line) then click on "OK"
- Right click on a cell under the "Index" column then click on "Select All"
- At the top of the control, next to "Update select cells", type "|S&P100" then click on "Append"

Note that you can specify several indices for a stock simply by separating them with '|' character.

To reference the S&P 100 Index in a trading system, portfolio or composite, open the "Symbols Filter" control (Example: Symbol -> Symbol View -> Right Click -> Create a new Symbols Filter)

- Click on "Add a condition" then select "Index"
- Double click on "Values" cell then check "S&P100".







no reviews (Log in)







Other how-to articles
How to screen for stocks having a high correlation with the Dow Jones index




How to get stocks for a particular index using the global script




How to get fundamental data for U.S. Stocks




How to import your own list of stocks/symbols




How to filter stocks in a market composite




How to plot put/call ratio of individual stocks




How to download historical EOD data for penny stocks




How to download earnings calendar data for various stocks




How to use QuantShare with Metastock data






QuantShare
Product
 QuantShare
Features
Create an account
Affiliate Program 		Support
Contact Us
Trading Forum
How-to Lessons
Manual 		Company
About Us
Privacy
Terms of Use
Copyright © 2024 QuantShare.com
 Social Media
Follow us on Facebook
Twitter Follow us on Twitter
Google+ Follow us on Google+
RSS Trading Items



Trading financial instruments, including foreign exchange on margin, carries a high level of risk and is not suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in financial instruments or foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading and seek advice from an independent financial advisor if you have any doubts.