- Download
- start a
downloading session
- Cancel
- cancel a
downloading session in progress
- Refresh symbols
-
refresh the contents of the displayed list of symbols from symbols
file. Normally, the content of the symbols list is automatically
refreshed whenever the contents of the symbols file changes, but
this command is provided "just in case".
- Settings
- opens the
Settings dialog
- Help
- opens the YLoader
documentation
- About
- same as the
About menu command above
- Open symbols file
- select the name of the file
containing the symbols list. The format of this file is described
in the Symbols File Format section. The name of the symbols file
can be entered by typing it, by selecting it in the Symbols List
File dialog, by dragging and dropping it from an Explorer window
(be it a shortcut or file name), or from the command line (see the
Command Line section). Also, a list of most recently used eight
symbols lists is available by clicking on the side arrow down
button.
- Edit symbols list
-
open the currently selected symbols file in the default text editor
(notepad if the symbols file has extension .txt).
- Data path
- select the directory where the
downloaded data will be saved. The data for each symbol will be
saved in a file with the name of the symbol and the extension
selected in the Options dialog (see the Options section). The data
path can be entered by typing it, by selecting it in the Data Path
dialog, by dragging and dropping it from an Explorer window, or
from the command line (see the Command Line section). Also, a list
of most recently used eight data paths is available by clicking on
the side arrow down button.
- Explore data folder
- open an explorer
window with the selected output directory.
- Single data file
- used to save all downloaded data to
a single file. Click this button to select a file the single data
file name. The file name can also be entered by typing it directly
into the associated edit box, by dragging and dropping from an
Explorer window, or from the command line (see the Command Line
section). Also, a list of most recently used eight output files is
available by clicking on the side arrow down button. If this field
is left empty, the single data file will not be generated.
- View/edit the output file
- open
the currently selected output file in the default text editor
(notepad for txt files) for viewing or editing.
- Time Range - the range of dates for which to download
the data, either all available data or a specific range. Each time
the application starts, it will set the start date to hold the same
value used in the most recent session, and the end date to today's
date. It is also possible to set the start date to "None" (empty
date) in which case the data will be downloaded starting with the
earliest date available.
- All available - will download all available data for
each symbol
- Update - when checked, the application will attempt to
update the data. When this option is on, if the data file for a
symbol already exists, it will add only the new bars, up to the end
date or if all is checked, up to the most recent date. If the data
file doesn't exist, it will create it and load all the data for the
specified time range. This option is automatically turned off if
the "Most recent bars last in file" option is off.
By default, in Update mode, old data (that was already present on
the system) is not changed, unless it has become inconsistent with
the new data. This can happen if adjustment is turned on and there
have been recent splits or dividends. In that case, the adjustment
factor is now different for old data than it was at the time it was
originally downloaded. To maintain data consistency, YLoader will
then reload all data, not just the most recent. There are cases
however when this data reloading is undesired, such as when data is
manually modified on disk, perhaps to correct bad bars. In that
case, this behavior can be disabled by checking the corresponding
option in the General Settings dialog, or by using the flag -w from
the command line.
- Period - the data period: can be daily, weekly and
monthly.
- Price options - options which enable/disable price
transformations and validation
- Dividend and split adjusted - when checked, downloaded
data will be adjusted for dividends and splits.
- Validate prices - when checked will verify that each bar
has valid data (high > open, close, high etc). The Options
dialog contains extra settings used to fine tune the validation
process - see the Options dialog section.
- Latest download stats - various statistics about the
most recent downloading session:
- the data source: Yahoo or Google
- duplicates),
- previous number if the session has been canceled) and their
percentage of the total number of symbols
- which were processed without errors and their percentage of the
total number of symbols
- and their percentage of the total number of symbols,
- duration,
- or canceling when a session is in progress, or completed or
canceled for finished sessions
- The download progress bar - shows graphically the
downloading progress. This bar will be displayed even after the
session has ended, and it will show the status at the end of the
most recent session (incomplete if the session was canceled, or
full if the session was successfully completed)
- Downloaded symbols info - detailed info about the
downloaded status of all symbols. Indicates whether the download
was successful or not, the symbol, and a message showing how much
data has been loaded, for a successful operation, or a diagnostic
message in case of a warning or error.
Opening data files directly from YLoader
To open a symbol data file directly from YLoader, double click
the symbol name in the symbols list, or the line containing that
symbol in the download status list. By default, the application
associated with the file extension is used to open the data file.
For example, if the extension is txt, notepad will be used, or for
csv, Excel will be used (if installed on the system). It is
possible to use any application to open data files - go to
Setting/General Settings and enter the full path of the application
to run.
Note about symbols
- The list of symbols will ignore duplicate symbols. Symbols are
considered duplicates if they have the exact same spelling,
regarding of the case, so msft and MSFT
are considered duplicates.
Notes about using the Update option:
- if a change in the previously loaded data has occurred between
the time of the last download and the current download, then all
data is reloaded. This can happen if for example there has been an
adjustment (split or dividend) between the previous and current
update, in which case all the data for that symbol will be changed
to reflect the adjustment. This behavior can be disabled if
desired, by checking the option "Do not reload old data in Update
mode" on the General Settings page in the Settings dialog.
- the various options (data and file format, adjustment etc) must
be consistent between updates.
Notes about using the output file option
- If an output file is specified, it will be created by copying
the content of all the data files that were generated during the
downloading session to this file. If this file already exists, it
will be replaced with the new content.
- The data files for individual symbols are not deleted after
this operation.
- The order in which the data files are copied to the output file
is not guaranteed, unless only one connection is used to download
data.
- Only data for symbols that were successfully downloaded is
copied to the output file.
- All available data for those symbols is copied, regardless of
whether the downloading was done in update mode or not.
- The output file tends to get very large, so opening it with
Notepad after a downloading session can be a lengthy operation as
Notepad loads the entire file in memory.