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This topic has been viewed 4836 times and has 115 replies
wwasilev
Re: Factor and data series importing

You're missing the commas.

Jan 27, 2020 12:26:32 PM       
RTNL
Re: Factor and data series importing

The comma's are there.

this is the error i get
Line 5: Third column must specify a value

Jan 27, 2020 12:41:02 PM       
wwasilev
Re: Factor and data series importing

Do you have spaces after the tickers?

Jan 27, 2020 1:00:52 PM       
geov
Re: Factor and data series importing

You don't need commas.
In the excel file:
1st col is the date
2nd col is the symbol
3rd col is 0 or 1

Jan 27, 2020 1:01:30 PM       
wwasilev
Re: Factor and data series importing

Interesting. I've been using commas and if there's a space within the ticker field, I get an error;

2020-01-27,IBM ,1

Jan 27, 2020 1:03:38 PM       
Edit 1 times, last edit by wwasilev at Jan 27, 2020 1:05:22 PM
RTNL
Re: Factor and data series importing

let me check that. Thanks Walter

Jan 27, 2020 1:26:48 PM       
yuvaltaylor
Re: Factor and data series importing

Folks, you're not reading the specs.

CSV files should have three columns with the first column containing dates, the second column containing securities, and the third column containing values.
For the date column, the date format YYYY-MM-DD is recommended to avoid any confusion, and duplicate dates be treated as an error.
For the security column, you can either specify the current Portfolio123 symbol for the security or a Portfolio123 StockID.
For the value column, case-insensitive matches of NA, NaN, and null will be treated as NA.
Anything specified after the third column will be ignored.


So Georg, the date format you're using is fine because we support it, but we recommend YYYY-MM-DD. CSV files all have commas (CSV stands for comma-separated-values). If you save an Excel file as a CSV file it will show commas instead of tabs or boxes. Walter is right: 2020-01-27,IBM,1 will work fine, but if there's a space in there, it won't.

Also, RTNL, if you're using Excel and putting the values in different cells, don't put the commas in, they're put in automatically when you convert the file from Excel to CSV.

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Jan 27, 2020 2:04:27 PM       
Edit 2 times, last edit by yuvaltaylor at Jan 27, 2020 2:07:01 PM
wwasilev
Re: Factor and data series importing

So Georg, the date format you're using is fine because we support it,

Oh, so that's why spaces make an error;

2020-01-27,IBM ,1 becomes 2020-01-27,IBM,,1

Walter

Jan 27, 2020 2:34:24 PM       
Edit 1 times, last edit by wwasilev at Jan 27, 2020 8:20:28 PM
RTNL
Re: Factor and data series importing

thanks guys - spaces were the issue

Jan 27, 2020 7:02:16 PM       
nisser
Re: Factor and data series importing

I really like this feature. This is the top quartile of a blackrock ETF using one of the stock p123 ranking systems. The annualized return of the ETF is <10%

Attachment Screenshot_2020-02-01 Screener - Portfolio123.png (120705 bytes) (Download count: 70)


Feb 1, 2020 6:51:25 PM       
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