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Data Management

Market Reflex uses a fast, modern, local database that delivers a rapid response to calculation, monitoring and reporting requests.  Before results can be obtained, this database must be loaded with historical stock data.  Historical data, including international exchanges, can be obtained from free and low cost sources using Market Reflex.  These are described in the Market Reflex help along with preconfigured formats and commands to obtain the data.  Market Reflex can be configured to accept stock data and list data in almost any format.

LOADING HISTORY

You must first determine which stocks you want to track.  For example, you may choose the stocks in the S&P500, S&P400 and S&P600.  Then, download and update the lists of the stocks to be loaded.  Some commonly used lists have been preconfigured as samples and can be updated automatically when you begin using the Market Reflex program.  Web locations, from which other lists, such as complete exchanges, can be downloaded, are provided.

Once your list is in Market Reflex, you simply select the list, specify the source of the history data, enter the number of years of history to load and click the Start button.  Your history will begin to load.  If interrupted, it will continue loading when you click Start again.  History can be added at any time using lists or individual stocks.

DAILY UPDATES

Each day, at some time after the markets close, daily updates data will become available from your data supplier.  To download and process this data, select the data source, the exchanges to download, and whether monitoring is to be run when the update is complete, and then click the Start button.  International exchanges that close at varying times will require a separate download for each exchange.

Any number of daily updates can be scheduled to run unattended, with optional monitoring, after any download.

STOCK CHANGES

Stock splits are the most common change.  Market Reflex will optionally detect splits, confirm them and adjust stock history values during any daily or historical update process.  Splits can be adjusted for a specific stock as well.

A less common change is a ticker symbol change.  This can be accomplished by entering the new exchange and symbol for the currently displayed stock.  If history is missing it can be automatically downloaded and updated.

DATA VERIFICATION

Verification can be run periodically to ensure the integrity of the stock data and perform some data maintenance functions.

The verification process has the following options:

• check for missed daily updates - optionally automatically download and update the missing dates

• check for missing dates or values - optionally automatically reload affected history data

• adjust data for splits

• remove stocks with no strategy record

• remove strategy records with no stock data

• remove stocks with no activity for a specified period.

Verification results are displayed in a table and can be viewed as a report or can be printed.

LISTS

You can download stock lists from external sources or create your own named lists grouping stocks in as many ways as required.  When a list updates an existing list, a change report can be viewed or printed which contains additions to and deletions from the list or index.  Preconfigured download and update data sources and commands allow for easy updating for common lists.

GICS

Industry classification of stocks under the Global Industry Classification Standard is displayed in a convenient tree format for the stocks comprising the S&P 500, S&P 400 and S&P 600 indexes and the S&P TSX 60 large cap, S&P TSX 60 mid cap and S&P TSX small cap indexes.  This data is included in downloads of the S&P lists.