Stock Lists

Stock lists are lists of stock ticker names (e.g. AAPL). A stock list can include zero, one, or more stocks. Stock lists allow you to group stocks together. When you simulate, you can select a single stock list, rather than lots of individual stocks. Simulations then get run for each stock in the list, and all results displayed together.

Adding a Stock List

  1. Open or create a new Trade Strategist document by selecting File > Open... or File > New.
  2. Click on the Add Stock List toolbar item, or select the menu item Data > Add Stock List. You should see an extra row appear in the Stock List Table.
  3. Enter a name for the stock list in the text field underneath.
  4. Enter the stock tickers in the list in the editor under the stock lists table. The tickers can be separated by space, return characters, commas, semi-colons, or colons. Any combination of these delimiters can also be used — you are not restricted to using only one type of delimiter in a stock list.

Editing a Stock List

  1. Select the row of the stock list you wish to edit in the stock lists table.
  2. Edit the name or list of stock tickers as desired.

Removing a Stock List

  1. To remove an existing stock list, select the stock list in the stock list table of the main window.
  2. Either press backspace, click on the Remove Stock List toolbar item, or select the menu item Data > Remove Selected Stock List.
  3. To get back the removed stock list, simply undo.

Reordering Stock Lists

  1. Drag-and-drop the stock lists in the stock lists table into the order you desire. The order is not important in Trade Strategist, but may be beneficial for your own organisational purposes.
  2. To sort the stock lists, click on the header of the stock lists table column which you wish to use for sorting.

 
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