Create Historical Custom Symbol List
Historical Custom Symbol Lists provides the flexibility needed when rebalancing of symbol lists from indexes and exchanges take place. For example, a top 100 index periodically reviews and compares its components, and re-ranks all eligible companies. As a result, adjustments are made and the components that rated in the top 100 are retained in their Index. By creating a historical custom symbol list from prior years, the symbol list is saved historically which can be used for comparison for present and future analysis.
- Access using the Data > Edit Lists menu sequence or from the Add Symbol List dialog, click Edit Lists. The Manage Custom Symbol Lists dialog is displayed.
- Click the Create List button, and then select Historical Custom Symbol List. The Create Historical Custom Symbol List dialog is displayed.
Historical Custom Symbol List Name
- Enter the desired name for the new historical custom symbol list.
As of Date & Time
The date & time represents when the historical custom list is valid and will be displayed under the Historical Custom List. You can have multiple historical components with each of its own date & time.
- Select the desired date using the calendar.
- Enter a time or use the or arrow.
Click OK to apply changes or Cancel to exit without any changes.