Importing Trading Data From Text Files

To obtain a more detailed explanation about this process please see: Importing Data From Text Files



To Import trading data from text files into BTAnalytics you should take the following steps:


1.Define the file format if it isn't already defined.


Click in 'Import Settings' in the 'Settings' tab of the Ribbon toolbox:

Import Settings Button


In the shown dialog, select the 'Text Files Importing Format' tab and then click on the 'Add' button to add the definition of a new format.


Import Settings - Text Files Importing Format
Import Settings - Text Files Importing Format



After that the 'Text File Importing Format Configuration' dialog is shown. In this dialog you can define the parameters of the format.
oSet a name for the format.
oSelect the fields included in the file and their order.
oDefine the format options such as date / time formats, separators, etc.
oClick on the 'Ok' button to save the new format.


Text File Importing Format Configuration
Text File Importing Format Configuration



2.Assign one or more file extensions to the new format.


In the 'Text Files Importing Format' tab of the 'Import Settings' dialog, select the newly created format and click on the 'Extensions' button. Then the 'File Extensions For Format' dialog is shown:




File Extensions
File Extensions



Each file extension should be associated only to a file format. Add the desired file extensions and click 'Ok'.


3.Import the file.


a.If you want to enable BTAnalytics to automatically import the files then configure a Monitored Folder.

If you want a more detailed explanation of the Automatic Folder Monitoring feature, please see: Automatic Folder Monitoring Feature

In the 'Import Settings' dialog select the 'Monitored Folders' tab.


Import Settings - Monitored Folders
Import Settings - Monitored Folders


If the folder where the file will be put isn't in the list, then add it. Click on the 'Add' button to add a new folder.



Monitored Folder Configuration
Monitored Folder Configuration


Select the desired folder.
Click on 'Monitor For Text Files' and on 'Choose Format Using File Extension'
Click Ok to save the monitored folder.
Then put any file that you want to be imported in the desired folder and it will be automatically imported.


b.If you want to import the files manually.
Close the 'Import Settings' dialog.
Click on the 'Import' button in the 'Home' page of the Ribbon toolbox. The following dialog is shown:


Import File
Import File
Select the file to import.
Click on 'Ok'.


4.The end result.


If the importing process is successful, after importing the file in the 'Studies Explorer' under the destination folder there will be a new 'Raw Simulation Study' with the name of the imported file.

If the Trades included in the file had the field 'Quantity' defined, then a 'Simulation Study' will be created as a child of the 'Raw Simulation Study'.

The 'Raw Simulation Study' contains all the trades included in the file and the 'Simulation Study' contains only the trades where 'Quantity' was >0.


You can always see the importing process result by checking the Import Log.