Fundamental Data Delivery

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Fundamental Data

Your SOFTWARE requires Fundamental Data to generate the Fundamental Analyses and perform the other activities relating to Fundamental analyses, for example scanning.

Fundamental Data is different from the other types of data used by Your SOFTWARE. The following sections explains some of these differences, and how they affect the way Your SOFTWARE operates in relation to this data type.

Fundamental Data in Your SOFTWARE

In Your SOFTWARE, fundamental data is one of three principal types of data: System Data, Price Data and Fundamental Data.

System Data is used by Your SOFTWARE to manage the data, for example to maintain the symbols database, and for global data such as interest rates and exchange rates.

Price Data is market information used by Your SOFTWARE to create charts and table displays and also is employed in mathematical calculations to produce indicators, scan results, etc.

For more detailed information on these types of data, go to the Data Types help topic.

Fundamental Data

Fundamental Data can itself be divided into three types: Reported Fundamental Data, Current Fundamental Data and Street Events Data.

Reported Fundamental Data

Reported Fundamental Data is information provided companies in their financial statements. This information is collected and collated into standardized industry based templates by Thomson Financial's Worldscope Data service.

Reported Fundamental Data for the United States and Australian markets is purchased by HUBB and made available to Your SOFTWARE subscribers for download and use.

Current Fundamental Data

Some of the Reported Fundamental Data are ratios calculated at the time the data was reported by the company.

Often one or more components of the ratio's equation will consist of Price Data. When this is the case, Your SOFTWARE can supply up-to-date Price Data and recalculate the Reported Data figure as the actual Current Fundamental Data value.

Current Fundamental Data values are colored green on Fundamentals work pages.

Street Events Data

Street Events Data is fundamental data sourced from Thomson Financial but only used to populate Market and Company Calendars.

It is also unique in that it is never saved locally.

Whenever a new calendar is requested, all Street Events Data for the parameters of the calendar request are retrieved from the HUBB server and displayed. All the data is later discarded when the current session is closed.

Street Events fundamental data for a particular calendar is often small in size, but is unique in that it contains URL links to internet sites from which vast amounts of data can be independently obtained by users.

Fundamental Data Database

Because of its large size and unique properties, Reported Fundamental Data is segregated from the system and price data in the database.

A fundamental database may be installed by emailing the Technical Support team and requesting a Fundamental Data CD.

Once the cd arrives you may then use the Historical Data Copy Wizard to install it

Keeping Fundamental Data Up-to-Date

Reported Fundamental data for each symbol, and especially for each market, can be quite voluminous. On the other hand, it does not change as often as price data. For these reasons (and others) the method of maintaining and updating the Fundamental data database is different from other types of data.

Data-on-Demand Updates

Once the Fundamental Data Database has been installed, each time a function using fundamental data is opened for a symbol, by default a query is sent to the HUBB server requesting a "top-up" for that symbols fundamental data. Any fundamental data that is more recent than the last query (or the date the database was established if there have been no subsequent queries for that symbol) will be retrieved from the HUBB server and added to the fundamental data database on the local PC.

Custom Fundamental Data-on-Demand

butn_fundata_go.pngAs with price data, there is a default amount of Fundamental data that is downloaded.

For Fundamental Data, each symbol in the Fundamental Data database is initially populated with 5 years (60 months) of historical fundamental data from the Data Pack. This will thereafter be "topped-up" by ordinary Data-on-Demand updates.

If, however, users require more than 5 years of Historical Fundamental data they can use the Custom Data-on-Demand update feature. It is accessible from the drop-down menu attached to the Fundamental Data DoD Refresh button, see right.

Click on the Custom command and then type in the amount of months or years required and click OK to retrieve and download that amount of Fundamental data.

For more information, go to the Fundamental Data Data-on-Demand topic.

Fundamental DoD Settings

The previous discussion assumes that Your SOFTWARE's default settings are in use.

The settings for fundamental data downloads are all located on the Fundamental tabbed page of the Application Settings dialog box.

For more information, go to the Fundamental settings help topic.

Daily Fundamental Data Pack Updates

For users who require updates of entire markets at a time, or users who plan to frequently work off-line and hence have limited access to normal DoD services, Daily Fundamental Data Packs can be retrieved and uploaded each time the Update Manager is run.

This update will query when the last update was made to the entire database, and then retrieve the number of data packs required to 'top-up' the data for all symbols in the database. Obviously these data downloads can become quite large, users should consider their internet connection speed and available hard-disk space before requesting this service.

For more information on this type of update in general, and Fundamental Data Packs in particular, go to the Datapacks topic.

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.
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