Importing Symbol and Order Data Into a Trade Manager Window

Neovest lets you import symbol and order data into a Trade Manager window that you have saved in a file using either a Trade Manager window itself or programs outside of Neovest.

Files that you may import into Neovest may be created in programs such as Microsoft Excel ® and Microsoft Notepad ®, which let you save files in a comma-, semicolon-, space-, or tab-delimited format.

In order for a file to be imported successfully into a Neovest Trade Manager window via the Trade Manager window's toolbar, the file must be formatted correctly, according to the following specifications:

1. The first row of the file will be used for mapping purposes and may contain the following fields: Symbol, Account, Buy/Sell, Assigned User, Single Action, Target

Status, Order Quantity, Order Type/Price, Destination, Broker Strategy, Quantity, Target Quantity, Assigned Quantity, Target Leaves Quantity, Hedge Last Price, Hedge Quantity, Hedge Symbol, Target Action, Average Price, Last, Net, Volume, Bid, Ask, BSize, ASize, Trend, Price, Target ID, and Main Order ID. Of these fields, only Symbol, Order Quantity, Buy/Sell, and Account are required. All fields must be spelled exactly as shown, although case is not important. Neovest will not recognize any fields other than these specified.

2. All fields must be separated by a comma, a semicolon, a space, or a tab in a plain text document—or they must be separated in individual cells for a

spreadsheet and then saved in a comma-delimited, a space-delimited, or a tab-delimited format. The order of the fields is not important; however, it is important that you separate the symbol and order data information that you wish to import into columns of the same data. For instance, all symbols should be organized into one column, all order quantities should be organized into a separate column, and so on.

3. Files that do not contain the required fields will not be processed.

4. Two examples of proper field formatting are as follows:

The following instructions explain how you may import a properly formatted file containing symbol and order data into a Neovest Trade Manager window:

With a Trade Manager window open on your screen, click the gear icon, located on the far-right of the toolbar.

Click the "Import" icon on the drop-down menu that appears.

Once the "Import" box appears, click on the "Look In" down arrow to select the location of the file that you wish to import.

Note: If you are unable to locate the file that you wish to import, you may need to click on the "Files of Type" down arrow and select "All Files." The "Files of Type" drop-down menu lets you control which files are displayed in the "Import" box. Selections in the "Files of Type" drop-down menu range from letting you display "All Files (*.*)" to certain "Text" files with various extensions.

Once you click on the file that you wish to import, click Import.

Once the "Import Table" box appears, you may configure the symbol and order data that you wish to import into a Neovest Trade Manager window.

The following table provides descriptions of the features in the "Import Table" box:

Feature:	Description:
Delimiters	Lets you specify the delimiter that you have chosen for the symbol and order data that you wish to import into a Trade Manager window. For instance, if you have saved the symbol and order data in a tab-delimited format, then you would check "Tab" in this field. If you have saved the symbol and order data in a comma-, semicolon-, or space-delimited format, then you may check the selection in this field that is appropriate for your chosen delimiter. If your saved file includes multiple delimiters in a row without any symbol and order data in between the consecutive delimiters, then you may select "Treat Consecutive Delimiters As One," and Neovest will recognize only one delimiter instead of the multiple delimiters that appear in consecutive order. If, however, you have intentionally left certain symbol and order data fields blank for mapping purposes and, therefore, you have purposely created one or more rows of consecutive delimiters without any symbol and order data in between the consecutive delimiters, then you would not want to select "Treat Consecutive Delimiters As One." Once you select a delimiter for the symbol and order data that you wish to import into a Trade Manager window, Neovest will separate the data into columns in the "Preview" field of the "Import Table" box. Once the data is separated into columns, you may specify a category header for each column by clicking on the down arrow above each column. For instance, you may select "Symbol" for the column that is made up of symbols, "Order Quantity" for the column that is made up of order quantities, and so on.
Starting Row	Lets you select the starting row for the symbol and order data that you wish to import into a Trade Manager window. For instance, if the file you wish to import has several lines of symbol and order data and you wish to ignore the first two rows of information in the file, then you may click on the "Start on Row" up-arrow to change the default of "1" to a "3" to ignore the first two rows.
Templates	Lets you select, save, and delete templates that you have created in the "Preview" field of the "Import Table" box. A "Template" is referred to in Neovest as the row of category headers that you have specified for the columns of symbol and order data that you wish to import into a Trade Manager window. For instance, once you have chosen a delimiter for the symbol and order data that you wish to import into a Trade Manager window and Neovest has separated the data into columns in the "Preview" field in the "Import Table" box—you must specify a category header for each column (i.e., "Symbol" for the column that is made up of symbols, "Order Quantity" for the column that is made up of order quantities, and so on). If you have multiple files that you wish to import into a Trade Manager window and the symbol and order data is in the same order in each file—then you may save the template that you have created for the first file to use in consecutive files that you wish to import into a Trade Manager window.
Preview	Lets you preview the symbol and order data that you wish to import into a Trade Manager window. Once you select a delimiter for the symbol and order data, Neovest will separate the data into columns in the "Preview" field in the "Import Table" box. Once the data is separated into columns, you may specify a category header for each column by clicking on the down arrows above each column. For instance, you may select "Symbol" for the column that is made up of symbols, "Order Quantity" for the column that is made up of order quantities, and so on.

Once you have configured the symbol and order data that you wish to import into a Neovest Trade Manager window, click OK.