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There are a couple of things here. One is that the OLE links to Excel only work
with MS 6.0. The question about your vendor. I can't answer. You will need to
ask your vendor about updating a fifth subdirectory. You are correct that the
key is to save the smart chart with one day of data loaded and displayed. A
seperate subdirectory would be best. Or a duplication in the data.
Now if you duplicate your portfolio stocks in one of the other 4 subdirectories
this will also work provided your vendor will still give you the updates. Again
you will need to check with your vendor.
On Tue, 08 Jul 1997 16:04:37 +0800,
Teo Soon Bock wrote...
>Hi Mr Meyer,
>
>I was following with intense interest the thread on using Excel for
>portfolio management with hot links to the Metastock charts.
>
>I have read your message below and tried to apply it to the Singapore stock
>market data that I subscribe to. Due to the old Metastock data limit of
>255 counters per directory, my local data provider divided up the daily
>data into 4 sub-directories.
>
>I have two questions to clarify with you:-
>
>(1) If I take all my portfolio stocks and place them in a seperate
>subdirectory,
>would this subdirectory still be updated whenever I update my Metastock
>database from my data provider? My data provider's updating service will
>only update the files in specific directories, so I am not so sure if I can
>duplicate certain selected stocks in a separate subdirectory which will be
>updated in tandem with the usual subdirectories.
>
>(2) Like most users, I use the Metastock Smart Chart feature which
>memorises chart layouts and indicators. It appears that once you apply
>this Smart Chart to your separate directory with the portfolio stocks (load
>1 day and display 1 day), you will have to redraw your charts whenever you
>want to study your charts with the usual database and indicators. Please
>correct me if I am wrong.
>
>I am copying this message to Mr Ed Hancock in case he has also tried out
>the subdirectory method for portfolio stocks.
>
>Regards, and hoping for your reply. I will also continue to monitor the
>Metastock mailing list for any continuation of the thread.
>
>S.B. TEO
>Singapore
>
>At 01:30 PM 6/24/97, you wrote:
>>Ed,
>>I think I've solved the problem.
>>Here are the steps.
>>
>>Take all your portfolio stocks and place them in a seperate subdirectory.
>>You must do this. Then open up one of the securities but in the options
>choose
>>load 1 day and display 1 day.
>>
>>Then open up the security.
>>Next create a custom formula that has the close in it. Drag and drop this
>>indicator into the window so it creates a new window. There will be a spec
>on
>>the screen.
>>
>>Now go open up excel and save a file for your portfolio.
>>Now go back to metastock.
>>
>>Now select the one day of the security and then look at the status bar at
>the
>>bottom of MS. Then with the TAB move the selection in the status bar to the
>>CLOSE-(Custom indicator you created). Now go up to the menu choose edit -
>then
>>copy.
>>
>>Now go to excel and past the link.
>>
>>You will end up with a 4 by 4 table with date & close label as well as the
>data
>>and the close.
>>
>>You will need to format the date column.
>>
>>Then save the file. Next close the security in MS and make sure it is
>saved as
>>a Smart chart. This is why you need to use another subdirectory.
>>Do this for all your securities you want in the portfolio.
>>
>>Then when you update this should work.
>>
>>Now this may not be the best way but it will solve what you need - I think.
>>
>>Let me know how it works.
>>
>>Note you might be able to do someother things like not create a new
>>subdirectory but keep your smartcharts as above. Then when you go to open a
>>template go change the days to load and display. The only thing you wouldn't
>>want todo is to save the template over your smart chart.
>>
>>I hope you get the idea. You know use your brain -think-, fool the machine
>into
>>giving you what you want.
>>
>>
>>Harley Meyer
>>meyer093@xxxxxxxxxx
>>
>
>
Harley Meyer
meyer093@xxxxxxxxxx
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