Home DalleySuite News

News:June 24, 2003

Discovered that the ISM-PMI data was available as a web page again, not just a .PDF file. Updated the ISMPMI file upto May 2003.

News:February, 2003

MegaQuote, for the TSX, now removes a " J" tag, from the company name, if it exists.

News:January, 2003

Made a small error trap, to the Canadian Earnings importer, to catch double quote characters in a company name.

Made a way to sustitute tickers, for those tickers which you want to enter data, but the source uses a ticker with no stated class or if you want to change classes. For instance, if the source choses to send data for the "CHM" ticker which has no stated class, you can substitute "CHM.B", which is the non-voting class ticker that the normal investor buys. This function MUST be updated by the user, manually, of course.

News:December, 2002

The main Canadian MegaQuote now auto-adds the group number for trust units. News:September, 2002

Maintained the Canadian MegaQuote importer, to automatically set the markets properly, after changes made to exchange names.

News:July, 2002

Updated documentation for my currency (Euro) converter. Now includes all 12 original conversion rates. Information is copied from official Euro web site. European Yahoo sites still have historical data with no conversions into Euros and just using AmiBroker's split function will distort volume values for the adjusted dates, so this program still is a useful tool. (wink)

If there is any interest, I will make an Amiga version that converts single stocks, since (by now) databases should already be completely converted, except for histories of newly added tickers with old uncoverted data.

Created a new REBOL data collector, for US earnings from a new source. This site's pages are designed well, which should help when extracting data. An ARexx importer should follow within the next few days.

Started rewriting the main TSX quote and info importer, to account for the new layout of the TSX. It is working, but needs much refining, including using fund quotes, to return to the original's functionality.

Updated the American ISM PMI data with the latest data. Copy this file directly into your database's directory.

News:June, 2002

Made a data collector for TSX company information pages. It uses a list produced from another program which cyles through a database looking for missing information.

Bug fixed the importer of Canadian Ivey School of Business index data. All indices get updated data with each import.

Updated the American ISM PMI data with the latest data and web page references to it (the data was up-to-date, but the references were stale). Copy this file directly into your database's directory.

The Toronto Stock Exchange's symbol has been changed from TSE to TSX. DalleySuite programs will start to reflect the new name, as they are updated.

News:April, 2002

Updated the check.r REBOL program. Minor bug fix.

Updated a script that imports Canadian earnings data, to handle a minor data format change.

Many changes occured at the Toronto Stock Exchange. The new initials for it will be the TSX. Their site was overhauled and changed drastically, and not necessarily for the better. Some index quotes are now completely useless, as far as acquiring them for data is concerned, since the data is only available in a graphic format. REBOL scripts to acquire the data from the new TSX site and another new data source now work. If nothing else, the new data source is needed to fill in the missing TSX index data and to get other supporting information that is now presented in a different format.

Updated the ISM PMI data with the latest data. Copy the file directly into your database's directory.

News:January, 2002

Made a data exporter for all quotes of one day. The format is compatible with the DalleySuite's CSV importer, for Yahoo's multiple quote requests. This allows for easily and (relatively) quickly correcting date errors, after Saving bad data.

An updated .ISMPMI (ex .PMI) AmiBroker data file was uploaded to this site.

Made another Yahoo data collector, this time for intraday Canadian quotes, since TD Bank shut down the Canada Trust quote server. The quote server used by TD is of no value to AmiBroker using Canadian data, since there are conflicts between two very different types of stocks. The quote server refused to acknowledge that there is a problem with non-standard tickers. If the conflicts persist, I won't support the Quotes.com quote server, for Canadian quotes.

Yahoo does not use standard tickers for Canadian quotes, either, therefore, lots of ticker translations will be necessary before the data can be entered. (Using standard tickers is important, to avoid ticker translations or conflicts, since I use more than one data source, whenever possible. Non-standard tickers are such a waste of time and effort, making many quote servers pointless to support.)

News:November, 2001

Made a small update to the check.r script, to allow a smarter read of the top data directory and filtering for name searches. Otherwise, many changes to the REBOL data collectors were made to make them better for distribution to other users.

News:September, 2001

Although no-one has asked for this, but, since I am now using some files transfered to an Amiga from a PC, Amiga scripts will be updated to handle the different line endings properly. If you require a specific script to do this immediately, please contact me.

Made one importer to create data files for all 6 Ivey Business School Canadian indices.

News:August, 2001

Updated the US intra-day sheet importer, to account for an unreliable date. After trying, for years, to convince the data source that the page does not always reflect the data's date, they still refuse to fix the problem. The user must now enter the date manually.

News:July, 2001

Created a new importer for US earnings data.

Updated US history importer to account for changes at the source.

Updated: the .PMI data file was replaced with one that is up-to-date. The PMI data importer script was also updated with a few minor bug fixes.

News: May, 2001

Announcement: I now have an IBM clone.

Whew! This one was a long time in coming. I finally wrote a REBOL data collector, to get the short company info pages, for all of the TSE. This will save me an incredible amount of time filling in the hundreds of files for all of the companies for which I have ignored doing this, until now. This will help prepare my main Amiga database, to migrate it to the PC, but there is much to do before anything like that happens permanently.

News: April, 2001

Announcement: another of my US data sources has shut down its free quote server. The old Security APL (bought by Check Free Investment Services) quote server was one of the original web quote servers and was the first one I used, in early 1997. It will be sorely missed, for it had data on US & Canadian stocks no other quote server covered. If you still need a similar service, better than Yahoo's, please make some of your favourite suggestions for new US/Canadian support.

An ARexx importer was made to create .PMI, an AmiBroker data file of the US's Purchasing Managers Index official monthly data. Numbers like the PMI can be used in trading systems.

News: March, 2001

Updated a US earnings importer to report an incomplete form, and updated a US history importer to define the company name properly (parsing prefixed an extra character).

Announcement: one of my US data sources is shutting down its free public portfolio system, by May 2001 (I could not get them to work now). This is no real big deal, since I have other better, less limited intraday sources. Even though I haven't used their site for portfolios for quite some time (their public portfolios were only available after market hours and they had less than helpful customer service people), it is still a loss of a data source.

News: January, 2001

The TSE importer was updated to reflect a few changes made at the data source and to import the capitalised version of the company name.

News: October-November, 2000

I have been working on making use of some recently added features to AmiBroker. This has taken more time than I had hoped (but not more than expected) because I had to apply lots of research to it, too. The good news is that I am also making my experience at doing this available as a user's guide or tutorial for setting up AmiBroker, to do more efficient & more focused trade searches.

This information is being made available, initially, only to registered DalleySuite users. If they want to read it in its current, unfinished state, they should contact me now. I am making it available this way to solicit feedback (new suggestions, mistakes, missing material, etc.), for quality control and other improvements, so that anyone can properly implement this important change, the first time.

Afterward, this project will be openned to anyone.

News: September, 2000

Most US DalleySuite programs and documentation were updated or improved! The update was e-mailed to all registered users.

The format of the main Canadian data source for histories was changed, but still only go back to 1996, and the format is cleaned up a bit. The new version is able to handle very long histories.

News: July, 2000

Nearly all US DalleySuite programs were recently updated or improved!

US Earnings Importer #1:

Made a major update to account for changes in format, at the source.

Improved this importer with greater accuracy at figuring out the fiscal year, from data that does not include it! It also works properly with data that does not have a complete year's worth of data. Tested using about 700 US earnings reports - try entering *that* amount of data manually and correctly! The AmiBroker market setting for new tickers will now be set to your US number (if broker.markets is set properly).

Remember, short company descriptions can also be saved from this data, to be used with Profiler.

US Price Quotes

Would you like to track *all* of the S & P 500, the S & P 100 and the NASDAQ 100, the DJIA, DJTA & the DJUA? Now you can, even intra-day! A new US importer will import all quotes, quickly and easily. Since the data source does not supply the OPEN price or index quotes, this data should be used in conjunction with another quote server which does supply the OPEN price, such as those included in the US DalleySuite. Since the quotes are in common fractions, an external programming language must be used (at least with the Amiga version). A REBOL robot was also made to acquire these data sheeets.

US History Importer:

Made a small update to account for changes in format, at the source.

US Earnings Importer #2:

Made a small update to account for changes in format, at the source.

US Single/Portfolio Quote Importers

Made numerous changes to most importers. Repaired code, in one, which dealt with common fractions. Rebuilt US portfolio importer, for 80-quote portfolios. This importer has not worked since the quote server stopped supplying portfolio quotes in decimals. As far as I can tell, the whole page just disappeared! [grrr]

News: June 8, 2000

US Earnings Importer #1:

Changed the market setting to look for the US market number in broker.markets, rather than use a fixed setting in the script

Finished code to import the full company address

News: April 19, 2000

Updated the Vancouver importer for company data for the new format and data of the CDNX exchange.

Importer now picks out the country and enters this data into the COUNTRY gadget.

Changed the final report to better summarize its actions.

News: April 11, 2000

Released the Multiple Moving Averages indicator, in AFL.

News: March 19, 2000

The configuration method for Profiler was changed, from editing a config file, to using a file requester. This only needs to be done once. Updates or repairs can be made using a text editor.

Profiler will now return a failed path, if a profile was not found. Either the path was incorrect or a profile does not exist. This will help the user to make sure Profiler is configured properly.

Searching for some profile databases failed, if they were not numbered sequentially. Fixed.

Cycle Database was improved, by making it much more strict when resolving markets. An error trap call was missing, and the final feedback panel now reports the number of stocks that were processed.

UnlockAnyLock was renamed to UnlockGUI.

Documentation for UnlockGUI was created; the readme for Cycle Database was transformed into a Guide. A Support document loader was made, to read all Guides in the Support drawer. Missing or misconfigured document icons were either created or repaired.

News: March, 2000

The Canadian MegaQuote importer was updated to handle a major change to the data format.

The main daily importer for Athens was updated to handle many changes to the data format. All known errors (to date) in the data, such as missing headers or bad data lines, are handled safely. If the config file cannot be found, the notice returns the failed path.

A new REBOL spider or robot was created to collect US quotes, while the main data source is unaccessible.

names.abrx (version 2.01) now has an easier way of organising a pair of header and data strings. With this design, matching headers with data is done by changing just one assign in the program. Making your own header/data pairs is easy, too.

An example of broker.groups was uploaded to this site, to allow discussion of its design. Check my mail list message, in early March, for details.

Cycle.DB.abrx Cycle.Database was updated to use the new "markets" system. More programs, such as data importers, will also benefit from this experience.

News: February, 2000

Profiler was updated to handle the new 256 "market" system in AmiBroker 3.2x. The version number was incremented to 2.00.

Work on updating this site has begun. Check out the US DalleySuite description. Feedback is always welcome.

News: January 27, 2000

A new history importer has been added to the US and Canadian DalleySuites. It was created to support low priced, small cap stocks not supported by other data sources.

Some of the other US programs and the documentation have been updated or improved.

News: November 29, 1999

The web site is being changed. One big change is that the demo is being removed, for the following reasons:

The main reason is that it failed completely at its main purpose - to illicit useful feedback from demo users, so that we could all benefit. Not one idea or suggestion was made, by anyone, in over two years!

Another reason the demo is being removed is that the Canadian exchanges are going through a major re-organisation and, therefore, the code would have to be updated.

The current code I use is vastely different from the demo's and I feel it would now give an unfair comparison to the latest version.

All importer Suites are still available for registrations and more are being written; there just isn't going to be a demo, under these circumstances.

News: September 1999

A basic MegaQuote importer for Mumbai is working, thereby starting an Indian DalleySuite.

News: July 16, 1999

The new Greek Suite is working, but more work is necessary. So far, two importers, for two different data files, are started. One works with ticker symbols in Greek text, the other uses Latin character equivalents. More details will be released, as this Suite develops, on the Details page.

News: July 8, 1999

Copies of the main AmiBroker release and last update were uploaded to my support site, adding to the number of choices for faster downloads than from the Polish site.

News & Updates: January 10-13, 1999

The Euro converter was updated to use a cut-off date to stop converting. Other important changes were made, too, including bug fixes, so read the new docs.

News: January 7, 1999

An AmiBroker currency converter was created, on request, for people wanting to use Euros. This program will revalue, up or down, the whole database, in one operation.

This converter is also useful to anyone else who needs to revalue their database, due to any other currency changes.

News & Updates: January 1999

Happy New Year!

Anyone using the DalleySuite demo should check the computer's date and adjust it for any old data from 1998 you still have not entered yet. (The full date is not available in the data.) Remember, the Amiga becomes unstable if you don't reboot after changing the date/time to an earlier time frame.

The "World of AmiBroker Support" web site was completely redesigned in December! Please visit. A FAQ page has been started, and more T/A links have been added.

Version 4 of the demo is now available, on request. Documentation is not yet finished, but if you used version 3, you know how to use these. See the web site for more details.

The TSE importers have been improved, making them smarter and more robust. They now import instrument names (if available) or company names (if not) and share numbers, even if they did not trade recently. This speeds up database maintenance, for all TSE and CDN stocks.

News & Updates: December 1998

November was a very productive month - six brand new importers, and many updates to most other programs!

The web site is completely redesigned!

NEW CODE:

All appropriate programs (almost all importers, including the demo) will employ a new search technique and parsing code. This results in a much faster operation - any future speed increases will be negligible. This change has one notable side-effect: currently, there must be only one quote or portfolio per file, which mainly affects text browser users.

VERSION 4.0 DEMO:

All 3 Canada Trust importers were completely rewritten, in preparation for an Aminet release. Compared to the old demo, all are 25% faster and do more quality control work, and with few other visible changes.

An all new CT.ASCII importer was created to handle text exports from both text or GUI browsers, so it currently requires one quote per file. This replaces the CT.text importer.

The CT.InstaQuote importer was improved to handle portfolios.

Together, with the improved CT.HTML importer, they will comprise a completely new demo!

If anyone wants to use them without up-to-date documentation, please contact me now. (If you are used to the old ones, you can handle these, but text browser users have to deal with frames, now.) The new demo is not yet available otherwise.

3 NEW TSE IMPORTERS:

Three new importers were created for Toronto Stock Exchange data for three reasons: to efficiently update the number of shares issued for any Toronto stock; to prepare for the first GUI InstaQuote importer; to prepare to import data for the complete Canadian Dealing Network (Toronto's Over-The-Counter market). Of course, they import a complete quote with an OPEN price, company name and also act as another redundant, free data source.

TSE.ASCII - allows delayed importation of TSE data - uses ASCII files

TSE.InstaQuoteG - the first DalleySuite importer using a graphical browser! It does the same job as its siblings, only it does not use text files or terminal. It currently requires a registered AWeb and no more than one AMIBROKER.# port, since a system to control 3rd-party access to multiple databases also needs designing.

TSE.InstaQuoteT - same as above, only it requires Term

TSE importers are included only in registered Canadian Suites.

PORTUGAL:

By request, a MegaQuote importer for Portugal has been started. The free data's format is real nasty, so it will take some time to develop.

Anyone else interested in using Portugese stock data?



News & Updates: November 1998

All major DalleySuite programs will be released in executable form with the help of Rexecute, instead of ExecRexx. This should increase the ease in making importers and distributions, and slightly increase the quality of programming.

Registered users will get updates, and the new demo will be released, as soon as I start using Rexecute and the docs are finished. (Weird Science has QUICK delivery service, by the way!)

All appropriate programs (excluding InstaQuote importers) have been updated to allow more than one AmiBroker database open concurrently. This will allow correct data flow to/from the proper database.

Another US/Canadian text importer was created to allow import of text files from non-LYNX Internet connections, such as text exports from GUI browsers. Both ASCII importers now import from unlimited, multiquote files.

Also, this non-portfolio US/Canadian server's importers were all updated to import data from the Alberta exchange and COATS (Toronto's over-the-counter market).

News & Updates: October 1998

All appropriate programs are being updated to allow more than one AmiBroker database to be open at the same time. This will allow correct im/exportation of data to/from the proper database.

Registered users will get current updates.



Older News Items:

An updated example portfolio, for use with the DalleySuite demo, is available now.

Data for the Star's fall Stock challenge has been finalized for the current contest.
Monday Toronto Star newspapers will have contest updates, or go to TorStar.

The Australian importer has been greatly improved, including some of the most advanced features and lots of missing-file error checking. It will be ready for release shortly, once the docs are updated.

Version 2.71 of AmiBroker is available now! Install AmiBroker's demo and try using my demo to see what this is all about.

Since this version can import historical data from your expensive, already out-of-date CDs in MetaStock's format, you will appreciate my importers of daily data and up-to-date histories even more! My free Internet sources can take US histories back well over 20 years, today!

All importers are being revised to take advantage of new AmiBroker features, including the import of the full name of companies. This alone can save you hours of manual work!

New importers to support the complete Philippine, Australian and Italian stock exchanges are working!
Thanks go to Terry Chadban and Mortillaro Rosario for their kind help and explanations.

These importers have new features to make them smarter, more robust and easier to use, including a config system to set whether all or only some data gets imported, and all importers now use a file requester.