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wiseone

Member

Posts: 13

Joined: 1/13/2004
Location: Prescott, AZ

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Subject : RE: Stock Updates
Posted : 5/24/2005 8:23 PM
Post #6673 - In reply to #3153

I have successfully loaded the latest list of Foliofn window tradable securities using the following proceedure (it assumes you have Excel and OT2005):
1) log into www.foliofn.com
2) look down the "quick links" list at the right of the screen for "Download a list of our window tradable securities" and click this link
3) save this file to a folder (remember where this is)
4) use file explorer to double click on this file; the file opens with Excel
5) Click "file", "Save as", change "save as type" to .xls; then save
6) Open your foliofn profile in OT2005 (to be safe, copy to a new profile)
7) To remove the symbols that are in the list; select all the symbols in your focus list by clicking on the first one, scrolling to the bottom and shift-clicking on the last one.
8) Right click and select "remove symbols" from the menu, and confirm (be patient this takes a few minutes)
9) Click "file", "import", "symbol list", "browse" change "files of type" to .xls; find your .xls file and click "open"
10) Leave the "select symbol location" defaults and click "OK"
11) Once this is completed in a few minutes, there will be window pop up which shows you the symbols which are not present in the OT database. These are ignored.
12) Then you'll need to run the "to do" list downloading and recalculating the analysis
13) Good luck in your trading...

One enhancement I would like to see in OT is the option to remove symbols that are not in the imported symbol list so steps 7 and 8 would be omitted and some time would be saved not removing the symbols that are already in place.
Deleting message 6673 : RE: Stock Updates


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