Indices Tab

This tab allows you to select which stock market indices from around the world you want to include in AutoShare lists. It also contains buttons to import and export price files, and options to include the index symbol with each listed share, and to exclude from lists all shares whose price is lower or greater than a particular value.

List shares from these ticked indices

This check list box shows all the available indices from markets around the world, with a tick mark against those currently selected. To include a new index, click on its check box to tick it. You can include any number of indices, and the next time you click the Update button in the top left hand corner of the main window, the historical prices for each share in each index are downloaded from the internet. To remove a particular index, clear its check box; any shares from the index are removed from all lists.

Import

Click this button to import one or more price files held on your hard drive in csv (comma separated values) format. These files can be downloaded from the eoddata web site after you have become a member. Membership and daily downloads are free. Note: In the Data Options section of the Member's Area of the eoddata site, it is best to choose a Preferred Format of Standard CSV.

The downloaded files have names that begin with the market index symbol (for example, DJI) and end with the market date for which the file holds prices.

If no index is selected in the indices list box above, then the prices are imported into the index having the same name in the indices list box. If this index does not already appear in the indices list box, it is added to the end of the list.

If an index is selected in the indices list box, then prices are imported into that index, but only for shares that already exist; no new shares are added. This allows you to import prices into an index that was created from a different source.

Export

Click this button to export to a csv file the index currently selected in the indices list box. A save dialog is displayed to prompt you for a file name, which defaults to the index symbol. The daily prices of each share in the index are exported, such that when the file is displayed in a spreadsheet, share names are displayed in columns and dates are displayed in rows. As some spreadsheet applications cannot display more than 256 columns, if the index contains more than 255 share names it is exported to separate files of up to 255 shares each. The filenames share the same prefix of the filename you chose, but have a numeric suffix indicating their order in the save sequence. Note: The Export button is only enabled when an index is selected in the indices list box.

Download Index Only check box

Tick the check box if you want only indices without their constituents to be downloaded when you click the Update button.

Get adjusted closing prices

Tick the check box if you want the share prices that are downloaded when you click the Update button to be adjusted for splits and dividends.

Add index symbol

Tick the check box to add to each share name the symbol of the index to which it belongs. Select from the accompanying list box whether you want the symbol added as a Prefix or Suffix. Choosing the Suffix option will ensure that shares remain listed in alphabetical order, whilst adding as a prefix will keep together shares belonging to the same index.

Exclude shares

Tick the check box to exclude from all lists shares whose current price is above or below a specified value. Low price shares are generally considered to be riskier than those of a higher price, as their price usually has more volatility and a larger spread (the difference between the buying and selling price at any one time), and the underlying company often has a greater danger of failure.