Import your own data
Sep 08, 2023
With a Pro Subscription it is now possible to import your own data series for use with any tool or backtest on the website.
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To import your own data, click on the new Import Data link and then create a series by clicking on the 'Add Data Series' button. Enter a ticker symbol (a $ prefix is added automatically to any imported series) and give your data series a name.
To add data to a series, simply click 'Import' and choose the Excel file that contains your data.
Note that:
- The Excel document must be a .xlsx file and the sheet must be named Sheet1 (no space) and contain 2 columns; Date and Value
- The data must be daily (U.S. trading dates only; non-valid dates will be ignored / omitted)
- The earliest allowable date is Dec-31, 1996
- The sheet should not contain any date gaps between the first date and the last date to be uploaded (other than market holidays and weekends)
- New data can be appended or backfilled, or existing data can be overwritten (see following note)
- Any existing data will be overwritten by newly uploaded data that has the same date
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Up to 25 Imported Data series can be created and their symbols can be added to portfolios and therefore used with any backtest. Your Imported Data symbols are private; they can only be used by you. i.e. other subscribers cannot use them in charts or add them to a portfolio etc.
To edit or remove a series, click on its name in the Imported Data Series table.
Regular subscribers can upgrade to a Pro Subscription at My Account > Subscription Settings > Upgrade to Pro
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