Using Data

Last modified 09:19, 11 Feb 2015

Overview

Your SOFTWARE uses different types of data in a number of different ways.

System Data

The System Data is used by the software to reference price and fundamental data for different securities and to perform some calculations in the background.

Systems data is comprised of symbols codes but also includes foreign exchange and interest reference codes and rates and other values required by the software to perform its many functions.

Symbols Referenced Data

Price Data and Fundamental Data are is referenced by individual symbols and the data is used by the software in various graphic displays, tables and other data output.

This data can be downloaded and stored locally on the PC.

News and Market Reports Data

News and Market Reports Data is not specifically referenced to individual symbols, but the data can be searched for references to individual companies.

This type of data is not retained locally in a database but is retrieved from the server, displayed and discarded when its display is closed.

All data used by Your SOFTWARE changes from time to time and there are a number of different ways of updating the different types of data and keeping them up to date.

Receiving / Storing / Maintaining

After the initial installation and creation of local databases, the primary method of keeping all types of data up-to-date is via the internet.

Go to the Data Delivery topic for an overview of how this is accomplished for each of the three types of data.

Regardless of how data is updated, it can only be managed by Your SOFTWARE if the symbols for the market in question have been downloaded and installed. For example, users cannot view an individual Hong Kong stock unless the symbols for the entire Hong Kong market have first been downloaded and installed as system data.

At installation, users are prompted to select which markets they want to download symbols for.

These settings can later be changed and the symbols for additional markets can be added. For information on how to make these settings, go to the Symbol Maintenance Wizard help topic.

Retrieving / Updating / Refreshing

System Data

The System data, which operates largely behind the scenes, is updated when the Update Manager is run.

In addition to updating the system data, the Update Manager can also be used to update large databases of symbols with either Price Data or Fundamental Data or both by downloading and distributing Daily Data Packs during the Update Manager process.

For more information on the process and settings available, go to the Update Manager help topic.

Note - The Daily Data Packs downloaded by the Update Manager can also be used to update MetaStock™ databases, or Ascii data files, see next section.

Price and Fundamental Data

In order to ensure that the price and fundamental data used by Your SOFTWARE is always up-to-date Data-on-Demand services are available for individual symbols.

This normally means that when a new work page containing a symbol is opened, or when the DoD Refresh button butn_go-off.gif is selected, Your SOFTWARE checks when the last data was received for the symbol and then queries the server to see if any more recent data is available. If newer data is available the exact amount required to fully 'top up' the data for that symbol is downloaded, saved and displayed.

For groups of symbols, such as quote pages, rather than downloading a 'top up', only the most recent data for each symbol is retrieved. In this way, a 'snap-shot' of all the symbols on the page is retrieved for display.

The way DoD retrievals work differs for each of the data types, click on the following to go to each type's help topic:

Note - System data, including symbols, is updated using the Update Manager.

News and Market Reports Data

News and Market Reports Data is retrieved from the server as needed, displayed, and discarded after the display is closed.

Data refresh for News and Market Reports Data is essentially a re-retrieval and display.

News and Market Reports Data is not saved on the local PC.

Converting Data Formats

Many users also analyze their trades with other software.

A common data format for these third party applications is the MetaStock™ format.

Other vendors use data files in an Ascii format.

Your SOFTWARE allows users to convert their Hubb data into both MetaStock and Ascii data formats and export it for use in third party applications. This saves users the expense of purchasing data in the correct format from another data provider.

Go to the Creating MetaStock Databases help topic for information on creating local MetaStock databases, populating them and keeping them up to date.

Go to the Creating and Maintaining Ascii Data Files for information on creating these customizable data files for export and use by other applications.

Topics
About Data
The About Data section aims to provide you with an understanding of the types of Data you may access through the Hubb Software and the different methods that may be used to access and maintain them.
Data Setup
Your SOFTWARE analyzes markets to help you trade better and provides both Price Data for technical analysis and Fundamental Data for fundamental analysis as well as news and market reports. In order to do this it needs up-to-date, reliable data from a wide range of exchanges, countries and information providers, in a format compatible with Your SOFTWARE.
Data Maintenance
This section contains information and guides on all aspects of maintaining your Hubb Software's Database.
Troubleshooting
Other
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