I updated two Data Factor sets yesterday and I still don’t see the changes in the Universes that use them. The sets are formatted as follows;
date,ticker,value,uid
2022-05-21,ACN,0.0,9980
2022-05-21,ADTN,1.0,169
2022-05-21,AES,0.0,185
2022-05-21,AGNC,0.0,27582
When are the Data Factor updates visible to the system?
Hi Walter. The data should be available immediately. I never tried loading data using a Saturday date with Stock Factor import, so I’m not sure what the expected result is. Maybe one of the other guys can chime in on that. When I load your sample data with the Saturday date and also some other data using Friday’s date, the Friday data is there in the screener.
Stock Factor import with a Saturday date does not work correctly.
For stocks to be removed use Thursday date.
For stocks to be added use Friday date.
Trades will occur on the following Monday. You can also reconstitute on Sunday to see the trades for Monday.
I thought there was an earlier discussion about weekend updates. They were not supported originally but a change was made to do so. My updates dated 2022-05-14 seem to have stuck. And since my auxiliary data updates occur over the weekend, having those changes recognized prior to the Monday open would make the most sense for me. I’ll check again Monday morning.
Is there any documentation on how to use the custom data factors?
I see the interface for uploading data sets but have no idea what to do with it after.
The documentation is here → [url=http://portfolio123.customerly.help/research-section/imported-data-series-stock-factors]http://portfolio123.customerly.help/research-section/imported-data-series-stock-factors[/url]