RightEdge - The Ultimate Backtesting and Trading System Development Platform

Setup a Watchlist

Watchlists indicate what symbol or grouping of symbols are going to be used for backtesting, downloading historical data, collecting live data or running a system.  These can be configured at the user's discretion.  Services have to be configure before you are able to download historical data or collect live data.  See the Configuring Services section if you have not configured services.

Once the service is configured, the next step is to assign this service to a group of symbols.

ConfigureServices

RightEdge ships with a couple of default folders already configured.  The two symbol folders are the Nasdaq 100 and Dow 30.  Right click on the top level node or any folder underneath and select Configure Folder...

watchlistpopupmenu

symbolfoldersettings

The Dow 30 folder contains the list of symbols that are contained within this folder.  Folders can contain any number of symbols, the only requirement is that they're all the same frequency (i.e. daily, weekly, 5 minutes, 1 minute, etc).  This is set (or inherited) in the General tab.

Items added or removed from Symbols field with be added or removed from the folder and subsequently the user interface.

Click the Services tab to assign a service to this folder.

symbolfoldersettings2

As previously mentioned, RightEdge ships with a predefined historical data plugin for Yahoo.  This service is configured with the name "Historical".  "Historical" shows up in the list and is currently assigned to the Dow 30 folder.  For the case of historical data plugins, it is possible to set a start date at which historical data is retrieved.  For example, GE contains nearly 50 years of historical data on Yahoo.  It may not be necessary to retrieve this much data.  Select the Data Download Start Date to limit this data collection.

Broker and real time data services will also be assigned here.

Inheriting Folder Settings

By default, folder settings are setup to inherit.  Inheritance is a powerful time saving feature where you can set a parent folder with specific information such as service selections, data saving selections and frequencies and allow folders that appear underneath the parent folder to use those settings.  This saves time since each folder does not have to be explicitly setup.

See Also

Getting Started

Start Collecting Live Data

Starting a Live System

Charting