Importing Symbol Lists - Professional/Enterprise Services Edition

---

Overview

The Symbol List Manager allows the import of security symbol lists from either CSV files, Bloomberg Portfolios, Excel spreadsheets or SQL databases. This list can then be used as a source to create anything in Optuma from Watchlists to Relative Rotation Graphs®, and can also be used for scans or system tests.

Automatic Optuma Symbol Lists are also available, which contain the constituent symbols of a number of global indices, including ASX200, FTSE100, DAX, MSCI Japan, NSE Nifty, S&P 500 and industry sectors, and the TSX Composite. These can be enabled as part of your data subscription.

To access the Symbol list Manager go to the File menu and select Open Symbol List, or click on the Symbol Lists tab on the Security Selection window.

Importing Lists from other Sources

(Professional/Enterprise Services only)

Importing from ADO/ODBC

If you have an MYSQL or similar database then this can be linked to the Symbol List Manager.

Importing an Excel Spreadsheet

The importation of an Excel Spreadsheet is performed in the same manner as importing a CSV file.

You will need to choose the location of the Excel file and from there you can format the columns in the same manner as for the CSV file.

Importing a Bloomberg Index

If you are connected to Bloomberg then it is possible to easily add the components of an index using the Symbol List Manager. In the Index field enter the required Bloomberg symbol and the components of that index will be added as a list (eg type SPX Index to add all 500 companies that make up the S&P 500 to a Symbol List).

Importing a Bloomberg Portfolio

If you are connected to Bloomberg and have a Bloomberg Portfolio then this can be imported into Optuma via the Symbol List Manager.

You will require the Bloomberg Portfolio identification number from the PRTU screen in Bloomberg in order to connect Optuma to the Portfolio.

Using the Symbol List

After you have created your Symbol List it can then be used to open charts from simple bar charts to RRGs or Watchlists and Watchtiles.

Left-click on the list to select it then click Open List As… and select the desired chart style.

The Lists that you create can also be selected as a data source for the Scanning Manager.

If you are using a Watchlist, Watchtiles or the RRG then these can be linked to an existing List that you have created.

If you are using a list that is created from a Bloomberg Portfolio for example then your Watchlist will be automatically updated with any changes that you make to your Bloomberg Portfolio.

Deleting a Symbol List

If there is a list that you no longer require this can be removed from the Symbol List Manager. Roll your mouse over the list title that you wish to remove then click the red x that displays to delete the List.