Manual Lists
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.
Creating a Manual List from Scratch
To create a manual security list click the New button, then select Manual List.
A new Manual List will be added to the My Lists group in the Symbol List Manager. The first step is to give your new Manual List a name, for this example, a list called Banks has been created.
After the Manual List has been named, the next step is to add securities to the list. Left-click on the right-hand side of the Symbol Manager and then simply type the name or code of the security you wish to add to the list.
Creating a Manual List from a Scan
You can also create a manual symbol list from your scan results. For more information on how to run a scan, please click here.
After you have run the scan, under Export Results, select Open Results As, and then under Manual List, you can either create a New Manual List, or add the scan results to an existing manual list that you have created.
If you choose to create a New Manual List, the Symbol List Manager will then open and allow you to name your new Manual List.
Creating a Manual List from a Watchlist
You can also create a Symbol List from a Watchlist that you have set up. In the Watchlist, use the Open Group As icon and and select Manual List. You can then either create a new list or add the tickers to a pre-existing list.
Creating a Manual List via the Clipboard
Available from Optuma 2.0 and later you can copy a list of codes (from Notepad / Excel, etc) and paste them directly into the Symbol List Managers manual list section.
To do this, select the list of codes and copy them to the clipboard (Ctrl + C by default).
Once the codes are in the clipboard open the Symbol List manager, click the New menu and select Manual List. On the top right corner of the window that appears there will be a button called Import from Clipboard.
Left click this once and the symbols will be added to the manual list.
Using the Symbol List
After you have created your Symbol List it can then be used to open charts from simple bar charts to the RRG and even 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.
Note
The workbook containing the chart needs to be reopened for the changes to take effect
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.
