Exporting Allocation & Bunching Window Data
The symbols and symbol data that are currently displayed in the "Allocated Trades" section in a Neovest Allocation & Bunching window may be saved and exported in a data file for importing into other software applications.
Neovest lets you determine the format in which each data file is to be saved and exported. For instance, you may choose to save the symbols and symbol data that are currently displayed in the "Allocated Trades" section in a ".csv" format, which is a standard used by other programs such as Microsoft Excel®.
Once you select this feature, the "Export" box will appear, which will let you give the new data file a name and will let you determine where the new data file is to be saved.
The following instructions explain how you may save and export the symbols and symbol data currently displayed in the "Allocated Trades" section in an open Neovest Allocation & Bunching window:
Click the "Export Allocated Trades" icon on the Allocation & Bunching window's toolbar.
Once the "Export" box appears, click on the "Look In" down arrow to select the location where you wish to save the new data file.
Enter the name in the "File Name" box that you wish to give the new data file. (In the following example, "DataFile" is used as the name.)
Click on the "Files of Type" down arrow to select the format in which you would like to save the new data file. If you do not select a format extension for the new data file, the default format extension specified in the "Files of Type" box will be appended to the new file name.
The following table provides descriptions of the data file formats that are available in the "Files of Type" menu:
|
Feature: |
Description: |
|
Text
(comma delimited) (*.csv) |
Exports the symbols and symbol data that are displayed in the "Allocated Trades" section in an Allocation & Bunching window and saves the data file in a format where each display field and item of symbol data is separated by a comma and each row of data is separated by a carriage return. |
|
Text
(space delimited) (*.txt) |
Exports the symbols and symbol data that are displayed in the "Allocated Trades" section in an Allocation & Bunching window and saves the data file in a format where each display field and item of symbol data is separated by a space and each row of data is separated by a carriage return. |
|
Text
(tab delimited) (*.txt) |
Exports the symbols and symbol data that are displayed in the "Allocated Trades" section in an Allocation & Bunching window and saves the data file in a format where each display field and item of symbol data is separated by a tab and each row of data is separated by a carriage return. |
Once you select the format in which you would like to save the new data file, click Export.
