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| Tutorial 18 - Exporting data from ShareScope for use in other applications |
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You can export much of ShareScope’s data for further analysis, for record keeping or for presentation – to your investment club, for example.
Click on the File menu and then Export to reveal the following options:
This allows the entire price history of a share to be exported to a file for use by another program. First make sure that the required instrument is selected. You will be asked to specify the file format. There are four specific export formats: Excel (.csv), MetaStock (.prn), Quicken (.csq) and General (.exp). By default, only closing prices are exported but you can select to export OHLCV data via the Export options. Closing prices only format: …
21/07/08,8.46 OHLCV format: …
21/07/08,8.39,8.62,8.22,8.46,2454000.00 Make sure you read the section on Export options.
Instead of a single instrument, you may wish to export the prices for all the instruments in a list. This may be one of ShareScope’s pre-set lists such as FTSE 100 or Foreign Exchange, or it may be a Portfolio. Again, first make sure that the List that you wish to export is currently selected. You can use this option from the List, Historical Graph, Intraday Graph, Details, Portfolio and Data Mining screens. Selecting this option will display the following dialog:
By default, ShareScope will export the prices for each instrument in the list to a separate file. To export data all instruments to one file, tick the Export to a single file option. The file(s) will be saved in the Export directory specified in the dialog. Click on the Browse button to select a different destination. When exporting as separate files then the name given to each exported file is the instrument’s EPIC code. For instruments whose EPIC includes a dot (e.g. BT.A) this would cause a syntax error, hence the greyed out option which substitutes an underscore for the dot. If you choose to export all instruments to the same file then ShareScope uses the filename “out”. In the file, the prices for each instrument are preceded by its EPIC code. The issue with the syntax is therefore no longer valid and you may disable the option to substitute underscores.
Notice that ShareScope indicates how large the export file will be at the foot of the dialog. If you are exporting a group of files, this will be the combined size of the files. Choose which export format you want to use. There are four specific export formats: Excel (.csv), MetaStock (.prn), Quicken (.csq) and General (.exp). Finally you can either export all available price data for the selected List or you can choose to export data since a specific date. This feature enables only the latest prices of a list to be exported and is particularly useful for exporting to Metastock. By default, ShareScope displays the last date you selected. However, using the Export options, you can set this date to default to the last time you exported data. If, for example, you always export data for the same list then this will make it easy to export just the prices since your last export. Notice that there is an Options button in this dialog which will take you to the Export options. At the end of the export process, ShareScope will inform you of how many shares were exported, and how many were skipped.
You can export all the data from a List table for importing into another program such as Microsoft Excel. This feature can be used in the List, Portfolio, Transactions, Cash Account, Data Mining, Trades List, Broker Forecasts and Directors’ Dealings screens. First select the correct List and Table Setting before using this feature. The table will be exported in the same format as it appears on the screen.
To allow you to perform further analysis on ShareScope data or present ideas to friends or investment club members, ShareScope allows you to export the Details screen to a text (.csv) or graphic file. These can be easily imported into Microsoft Office applications.
First, display the Details screen that you wish to export and, if you are a Plus or Pro user, make sure it is the active window. In text format, all the information shown on the Details screen below the share name and contact details will be exported, including the historical and forecast results figures (interim results will only be exported if you have them currently displayed). Neither Price and Results graphs or Ranking histograms will be exported. Note that the resulting .csv file will need to be imported into Microsoft Excel using the Data > Import External Data > Import Data option. Note also that the format of the Results table is reversed in the export file. That is, each set of results is written to a row instead of a column. If you choose graphical format, an image of the entire Details screen will be saved to a file. Note that the entire Details display will be exported even if the size of window obscures some of the content. You can export using either the 16-bit Windows Metafile (.wmf) or 32-bit Enhanced Metafile (.emf) formats which are designed for use with Microsoft Office applications.
This feature allows you export one or more Data Mining filters for sharing with other ShareScope users. These files are exported in a proprietary .flt format which can only be read by ShareScope. First, go to the Data Mining screen and open the filter that you wish to export. Then select File > Export > Export filter. You will be prompted to enter a filename and select the destination folder. To import a filter, you must also be in the Data Mining screen. Then select File > Import > Import a filter. When you import a filter, it will be automatically added to the list of the filters available in the Data mining screen.
This feature allows you to export historical and intraday graphs and will only be available when the active window is a Graph window.
Once selected, you will be asked to specify a filename and the file format. The graph can be saved in the 16-bit Windows Metafile (*.wmf) or 32-bit Enhanced Metafile (*.emf) formats. These files can be opened directly with many software packages including: Adobe Illustrator, Corel Draw and Quark Xpress. Graphs exported from ShareScope include a copyright notice – please do not remove or mask this. By default, ShareScope exports graphs at a fixed size of 600 x 400dpi. You can change this or select to use the actual window size. These options are found on the General tab of the Options dialog which is accessed via the Tools menu (shown below).
You can re-configure some of ShareScope’s default export options to suit your requirements. This dialog can be accessed from the File > Export menu.
Date format Field separators Use adjusted prices Include the latest price line when exporting a transaction table Include OHLCV information when exporting a share’s history Export prices as pence (or equivalent) Do not include a header line (Metastock and general formats) Default 'export after' date to last date when data were exported
Remember, if you have any trouble finding or using any of these features, please don’t hesitate to call our Customer Support team. They will be delighted to help.
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