Setting up historical data for Yahoo or Google

RightEdge is highly flexible with regard to data sources and data capture.  One of the most common and free sources for data are Yahoo and Google.  Both contain daily level bars that go back over 40 years in some cases.

To setup a Yahoo or Google data source, first select the Configure Services () option.

To add a new service, click the New... button.  A wizard prompting for information that this service needs will follow.

Select the Yahoo or Google service from the Available Service Plugins list.  Enter a name into the Friendly Name field.  This is how the name will appear when configuring a watchlist and assigning services to that watchlist.  For this example, we're selecting Yahoo and naming the service "My Yahoo".  Click Next to configure the service settings.  Yahoo does not have any settings to configure so it is fine to click Next and then Finish.

At this point, the Yahoo data service is configured.  Now we can assign this historical data service to a watchlist folder.  If you're not yet familiar with configuring watchlist, please review the Watchlist FAQ section now.

Now we can assign our newly created Yahoo service to a Watchlist item.  To begin, right click any folder in the Watchlist and select Configure Folder.  Click the Services tab.

Each folder has three services associated with it.  One is for historical data retrieval.  This is used for historical data that is retrieved for any frequency.  The second is the broker service which is used for placing trades when running in mode.  The third item is the real time data retrieval service.  This is used when live (streaming) data is started.

In this case, we want to assign "My Yahoo" to our historical data retrieval.  Select that from the list.

Finally, we can retrieve historical data from Yahoo.  Simply place a check next to the folder that you've assigned the "My Yahoo" service to and click the Update Checked Symbols button ().

You should know have historical data to use!

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Setting up historical data for Interactive Brokers

RightEdge is highly flexible with regard to data sources and data capture.  Interactive Brokers contains a wealth of higher frequency data.  An Interactive Brokers customer has access to this data and it can be picked up in RightEdge.

To setup an Interactive Brokers data source, first select the Configure Services () option.

To add a new service, click the New... button.  A wizard prompting for information that this service needs will follow.

Select the Interactive Brokers service from the Available Service Plugins list.  Enter a name into the Friendly Name field.  This is how the name will appear when configuring a watchlist and assigning services to that watchlist.  For this example, we're naming the service "Interactive Brokers".  Click Next to configure the service settings.  For Interactive Brokers, there are no further settings required.  Since RightEdge communicates with Interactive Brokers through Trader Workstation (TWS), TWS manages the connection.  And as an additional note, TWS must be up and running for RightEdge to retrieve data from Interactive Brokers.

At this point, the Interactive Brokers data service is configured.  Now we can assign this historical data service to a watchlist folder.  If you're not yet familiar with configuring watchlist, please review the Watchlist FAQ section now.

Now we can assign our newly created Interactive Brokers service to a Watchlist item.  To begin, right click any folder in the Watchlist and select Configure Folder.  The initial tab is named "General".  One thing to note about Interactive Brokers that is different from other free providers is that they support a finer granularity of data.  Their historical service support frequencies down to one minute.  In this tab you will select the frequency of data that you desire.

Next, select the Services tab to associate the new Interactive Brokers service with this folder as highlighted below.

Finally, we can retrieve historical data from Interactive Brokers.  Simply place a check next to the folder that you've assigned the "Interactive Brokers" service to and click the Update Checked Symbols button ().

Note: Interactive Brokers will throttle the output of historical data.  When the maximum amount of data can be retrieved, Interactive Brokers will simply stop the flow for a number of minutes.  In order to ensure a better experience, you may want to set Data Download Start Date field on the Services tab to minimize the amount of data requested and avoid being throttled.

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Setting up historical data for OpenTick

RightEdge is highly flexible with regard to data sources and data capture.  OpenTick contains a wealth of higher frequency data.  An Interactive Brokers customer has access to this data and it can be picked up in RightEdge.

To setup an OpenTick data source, first select the Configure Services () option.

To add a new service, click the New... button.  A wizard prompting for information that this service needs will follow.

Select the OpenTick service from the Available Service Plugins list.  Enter a name into the Friendly Name field.  This is how the name will appear when configuring a watchlist and assigning services to that watchlist.  For this example, we're naming the service "OpenTick".  Click Next to configure the service settings.

If you are an OpenTick subscriber, port 10010 is used to receive real time data.  Port 10015 is used to receive delayed data.

At this point, the OpenTick data service is configured.  Now we can assign this historical data service to a watchlist folder.  If you're not yet familiar with configuring watchlist, please review the Watchlist FAQ section now.

Now we can assign our newly created OpenTick service to a Watchlist item.  To begin, right click any folder in the Watchlist and select Configure Folder.  The initial tab is named "General".  One thing to note about OpenTick that is different from other free providers is that they support a finer granularity of data.  Their historical service support frequencies down to one minute.  In this tab you will select the frequency of data that you desire.

Next, select the Services tab to associate the new OpenTick service with this folder as highlighted below.

Finally, we can retrieve historical data from OpenTick.  Simply place a check next to the folder that you've assigned the "OpenTick" service to and click the Update Checked Symbols button ().

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