Download : start a downloading session
-
Cancel : cancel a downloading session in progress
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Settings: opens the Settings dialog
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Help : opens the YLoader documentation
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About : same as the About menu command above -
Symbols file: select the name of the file containing the
symbols list. The format of this file is described in the Symbols File Format section. The
name of the symbols file can be entered by typing it, by selecting it in the
Symbols List File dialog, by dragging and dropping it from an Explorer
window (be it a shortcut or file name), or from the command line (see
the Command Line section).
-
Edit symbols list: open the currently
selected symbols file in the default text editor (notepad if the symbols
file has extension .txt).
-
Download Directory:
select the directory where downloaded data will be saved. The data for each
symbol will be saved in a file with the name of the symbol and the extension
selected in the Options dialog (see the Options
section). The data path can be entered by typing it, by selecting it in the
Data Path dialog, by dragging and dropping it from an Explorer window, or
from the command line (see the Command Line
section).
-
Explore data download folder: open an explorer window with the selected output directory.
- Time Range
- the range of dates for which to download
the data, either all available data or a specific range. Each time the application starts,
it will set the start date to hold the same value used in the most recent session, and the
end date to today's date. It is also possible to set the start date to
"None" (empty date) in which case the data will be downloaded starting with
the earliest date available.
- All
available - will download all available data for each symbol
- Update
- when checked, the application will attempt to update the data. When
this option is on, if the data file for a symbol already exists, it will
add only the new bars, up to the end date or if all is checked, up to
the most recent date. If the data file doesn't exist, it will create it
and load all the data for the specified time range. This option is
automatically turned off if the "Most recent bars last in file" option
is off.
By default, in Update mode, old data (that was already present on the
system) is not changed, unless it has become inconsistent with the new
data. This can happen if adjustment is turned on and there have been
recent splits or dividends. In that case, the adjustment factor is now
different for old data than it was at the time it was originally
downloaded. To maintain data consistency, YLoader will then reload all
data, not just the most recent. There are cases however when this data
reloading is undesired, such as when data is manually modified on disk,
perhaps to correct bad bars. In that case, this behavior can be disabled
by checking the corresponding option in the General Settings dialog, or
by using the flag -w from the command line.
- Period - the data period: can be daily, weekly and monthly.
- Price options - options which enable/disable price transformations
and validation
- Dividend and split adjusted
- when checked, downloaded data will be adjusted for dividends and
splits.
- Validate
prices - when checked will verify that each bar has valid data (high >
open, close, high etc). The Options dialog contains extra settings used to
fine tune the validation process - see the Options dialog section.
-
Single data file:
used to save all downloaded data to a single file. Click this button to select a file the
single data file name. The file name can also be entered by typing it
directly into the associated edit box, by dragging and dropping from an
Explorer window, or from the command line (see the Command Line section). Also, a list of most
recently used eight output files is available by clicking on the side arrow
down button. If this field is left empty, the single data file will not be generated.
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View/edit the output file: open the currently selected output file in the default text editor
(notepad for txt files) for viewing or editing.
- Latest download stats - various statistics about the most recent
downloading session:
- the data source: Yahoo or Google
- duplicates),
- previous number if the session has been canceled) and their percentage of
the total number of symbols
- which were processed without errors and their percentage of the total number
of symbols
- and their percentage of the total number of symbols,
- duration,
- or canceling when a session is in
progress, or completed or canceled for finished sessions
- The download progress bar - shows graphically the downloading
progress. This bar will
be displayed even after the session has ended, and it will show the status
at the end of the most recent session (incomplete if the session was canceled, or full
if the session was successfully completed)
- Downloaded symbols info - detailed info about the downloaded status
of all symbols. Indicates whether the
download was successful or not, the symbol, and a message showing how much data has
been loaded, for a successful operation, or a diagnostic message in case of a
warning or
error.
Opening data files directly from YLoader
To open a symbol data file directly from YLoader, double click the symbol
name in the symbols list, or the line containing that symbol in the download
status list. By default, the application associated with the file extension is
used to open the data file. For example, if the extension is txt, notepad will
be used, or for csv, Excel will be used (if installed on the system). It is
possible to use any application to open data files - go to Setting/General
Settings and enter the full path of the application to run.
Note about symbols
-
The list of symbols will ignore duplicate symbols. Symbols are considered duplicates if they have the exact same
spelling, regardless of the case, so msft and MSFT are
considered duplicates.
Notes about using the Update option:
-
if a change in the previously loaded data has occurred between the time of the
last download and the current download, then all data is reloaded. This can
happen if for example there has been an adjustment (split or dividend) between
the previous and current update, in which case all the data for that symbol will
be changed to reflect the adjustment. This behavior can be disabled if desired,
by checking the option "Do not reload old data in Update mode" on the General
Settings page in the Settings dialog.
-
the various options (data and file format, adjustment etc) must be consistent
between updates.
Notes about using the output file option
- If an output file is specified, it will be created by copying the
content of all the data files that were generated during the downloading
session to this file. If this file already exists, it will be replaced with
the new content.
- The data files for individual symbols are not deleted after this
operation.
- The order in which the data files are copied to the output file is not
guaranteed, unless only one connection is used to download data.
- Only data for symbols that were successfully downloaded is copied to the
output file.
- All available data for those symbols is copied, regardless of whether
the downloading was done in update mode or not.
- The output file tends to get very large, so opening it with Notepad
after a downloading session can be a lengthy operation as Notepad loads the
entire file in memory.