Update Chart Data

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Keeping Charts Up-to-Date

The price data displayed for each symbol in your price charts will become “stale” over time and should be periodically refreshed using Your SOFTWARE’s Data-on-Demand (DoD) functionality.

Update Settings

When and how the chart’s data is updated depends on the settings in the Remote Data tab of the Application Settings dialog box.

The default settings are to update data when a new window is opened.

In the case of quote lists, this setting will cause a DoD request to be automatically made to the server when you open a Price Chart.

Update Progress

The progress of the data request to the server will be indicated in the Remote Access Panel:


You can also detach the Remote Action Window from the Access Panel to show more details of the progress of the download in a floating window:


After the download, the symbols are refreshed with price data right up to the last available data. This DoD request will first determine the time of the latest data on your local PC, then request a “top-up” of all data from that date and time until present.

This "top-up” request is fast and efficient. However, if you have any missing or corrupt data in your current local data, or if you want to retrieve data which is older than what is currently on your local PC, you will have to make a Custom Data Download, see below.

Depending on the exchange, during the period that you leave your window open, the prices may change and new data may become available from the server, this can be periodically retrieved using the DoD butn_go-off.gif Button.

Update an open Price Chart

At any time you can update all of the symbols in a Price Chart by using the DoD Refresh button: butn_go-off.gif

Clicking the DoD Refresh button opens the Remote Action window in which the download’s progress is displayed. The price data will be highlighted in yellow until the distribution is complete.

The exact sequence of the request will depend on the settings in the Remote Data tab of the Application Settings dialog box.

If you selected “Ask Me”, dialog boxes appear to confirm that you want to update the data.

Disabling DoD, another setting available on the Remote Data tab, will prevent the update from happening, even though you click the Go button.

For more information on the settings available, go to the Remote Data tab of the Application Settings help topic.

Price Data Update Result

The data for all charts in the work area (i.e. the base chart and any overlaid charts), and Indicators and data based tool outputs, will be immediately updated to display the current data.

Data will be retrieved and updated from the point of the last most recent data, usually this will mean a small addition to the chart on the right end of the date axis.

Custom Data Download Function

The standard Data-on-Demand refresh does not review or replace the data history, it only updates since the most recent entry.

If earlier historical data has been lost or corrupted, the update will not detect this and will not replace or overwrite the corruption.

Likewise, if the data initially downloaded to create the chart was less than the default 36 months, a DoD Go button refresh will not retrieve missing historical data even if the current setting is back to 36 months or more.

To access and fully replace all historical data for an instrument, you must use the Custom Data Download function. It is accessed from the chart properties pop-up menu.

Right mouse click on the chart to display the menu and command:


The sub-menu contains first the default setting for 36 months (set in the Remote Data tab of the Application Settings dialog). Click this to retrieve the default number of months of data from the server.

You can customize the time frame by choosing Custom. The Download Custom dialog box will appear:


From this function you can select any number of months and years of data to be retrieved. The function will retrieve all data for the stated time-period, and replace all your existing local data for the symbol.

Click on the Set as Default button to make your new selection the default setting for all future data on demand requests. This change will also be reflected in the Remote Data settings of the Application Settings dialog

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