User-Defined Indexes

User-Defined Indexes

User-Defined Indexes (“UDIs” for short) are daily datsets that are created and maintained by a StockCharts member instead of by the StockCharts data team. Members of our Extra, ExtraRT and Pro service can store any kind of daily time-series data inside a UDI and then use our SharpCharts charting tool to create charts of that data.

Examples of data that you might want to store in a UDI include:

  • Stock prices for stocks that we do not cover
  • Stock prices that have been edited by you
  • Portfolio value over time
  • Net worth over time
  • A custom technical indicator calculated by a 3rd-party program
  • The price of anything-you-can-think-of over time
  • Your weight over time
  • etc., etc., etc.

The possibilities are endless.

Creating a UDI

Extra and ExtraRT members can create one User-Defined Index with the fixed ticker symbol ”@MYINDEX”. Pro members can create up to 10 different User-Defined Indexes and can give each index its own unique ticker symbol.

To create a UDI, go to the Members Homepage and click on the link for “User-Defined Index Workbench” located in the “Control Center” area on the page.

The UDI Workbench allows you to enter a long and short description of your index and then lets you either enter or upload the daily data for your index. You also have the ability to erase all of the data in your index by clicking on the “Clear All Data” link.

Charting a UDI

Once you have entered some data for your UDI, you can create a SharpChart for it by going to the SharpChart workbench and using the ticker symbol ”@MYINDEX” in the symbol box.

Modifying a UDI

The UDI Workbench allows you to change your symbol's descriptions and modify its data. You can also add new data rows to your index by hand or upload new data from a spreadsheet on your computer.

Additional Resources

Frequently Asked Questions

Q: How do I format the date column?
A: The date column in your Excel file can be in this format 1-2-2016 or 1/2/16.

Q: What should each column in the Excel file represent?
A: The date column is Column A, Column B is the open, Column C is the high, Column D is the low, Column E is the close and Column F is the volume.

Q: What do I enter if the column does not contain a value?
A: If you don't have a value for a specific column you can enter a 0 as the value.

Q: How many UDIs can I create?
A: PRO members can create up to 30 and Extra members can create 1.


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