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SMDTOWK2.HLP
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1989-02-15
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TRANSFER TO WEEKLY FILE FROM DAILY FILE RELEASE 2.54 PAGE 1 OF 3
Reply (Y)es to update ALL weekly-updated stocks. If you reply (N)o, only the
stock (or other security) indicated by the selector bar will be updated.
NOTE: Both the daily-updated and weekly-updated price history files for the
same security MUST be on the SAME diskette and in the SAME sub-directory. If
you have several data diskettes, this process must be repeated for each one.
WARNING: Do NOT switch data diskettes during this process. Switch data disk-
ettes ONLY when you are instructed to do so, or when the Master Menu is active.
The TRANSFER function combines volume and prices on the daily file in 5-day
blocks ending on Fridays, into single weeks of data. It does this by adding up
all the volumes, finding the highest high or ask, finding the lowest low or bid
and selecting the latest closing price, for each week. These values are then
inserted into weekly file entries which match the Fridays on the daily file.
The handling of holidays and missing data is described later.
Although TRANSFER is intended for updating weekly files (charts) with current
volume and price data, it can also be used to fill a weekly file that has just
been initialized in the Add/Delete Stocks screen, if a corresponding daily file
already exists and has data in it.
TRANSFER TO WEEKLY FILE FROM DAILY FILE PAGE 2 OF 3
TRANSFER operates under some rules which are intended to insure that only valid
data will get put on your weekly bar chart, and that your weekly chart won't
get messed up under certain conditions. These rules are described next.
The TRANSFER function affects only those weekly-updated stocks which have cor-
responding daily-updated data files. Thus, a stock must appear twice in the
index; it must have two charts associated with it. Weekly-updated stocks that
don't have corresponding daily-updated data are not affected by TRANSFER.
Both the weekly-updated files and their corresponding daily-updated files MUST
be on the same disk(ette) and in the same sub-directory. This of course means
they will be in the same index file (INDEXFIL.SMX), and may likely be visible
simultaneously in the Stock Select screen.
TRANSFER is fully automatic. It will not disturb already existing data in the
weekly file. Data items in the weekly file are filled in only if they have a
zero value. TRANSFER cannot be used to make corrections; corrections must be
made manually from the Data Entry screen (you can manually zero out data you
want to TRANSFER into). The Data Entry screen can be accessed only from the
the Stock Select screen.
TRANSFER TO WEEKLY FILE FROM DAILY FILE PAGE 3 OF 3
New dates will be added to the weekly file automatically as they are required.
There is no limit to the number of new dates that can be added. Remember that
each new date replaces the oldest one on the file (the same as the UPDATE
function in the Data Entry screen does). This means if you have a file with
90 weeks of price history from 5-8-87 through 1-20-89 and you add one new date
to that file, you will end up with 90 weeks from 5-15-87 through 1-27-89.
If a new date is more than a week later than the latest date on a weekly file,
new dates with zeroed-out volume and prices will be inserted in between. Dates
are not skipped on a chart even if they have no data. If data is missing for
some dates, the moving average calculations will not work properly.
Only complete weeks of data will be transferred to the weekly file. Any week
in which one or more days' data are missing on the daily file, will not be
used. (Marked holidays are not considered to have data missing and therefore
are OK). Thus, if your daily file has data up through Thursday of a week, the
last four days' data will not be transferred to the weekly file.