IMport of Symbols from CSV or TXT file

[jhill1965]

Hey,
I need to do a major edit/re org of my main basket of stocks. So I exported it to a .csv file and edited in Excel. Is there any way to get this back into a quote sheet without the manual typing?

thanks
Jason

[iTradergw]

All you have to do is save the Excel Sorted Symbols as a CSV file. Make sure you know the save location. Open a new basket and import the CSV file. Then you can save the Symbol Basket with any name you want.

[jhill1965]

Thanks,
Question: I am running 5.1. When I go to import it only will allow my to import a .quo file or .sym file. I opened boht with Notepad to check the formating. Looks like .quo is impossible to deal with. Not sure about .sym yet. Are your instructions for 6.0?
Thanks
Jason

[iTradergw]

I am running 5.1 as well.

Open a new basket
Right Click in the empty symbol area of the new basket
Goto Symbols
Then choose the CSV file you saved and the symbols will import.

Good luck.

[jhill1965]

Ok, I figured it out.... here are the steps if it helps anyone else who wants to import symbols to Qcharts from an excel spreadsheet or csv.
This assumes you have a spreadsheet open with 2 columns populated - Symbol and Comments.

1. In Excel, add a column "A" and put a "ReplaceMe" in the first column.
2. Then click on cell A1, then left click on the lower right corner of cell A1 and while holding the left mouse button drag the cell all the way to the last row of data. Release the left mouse. Now "ReplaceMe" should be in every cell in column A.
3. Add a column in between Symbol and Comment.
4. Put a "," in the first cell - should be cell C1 now. Do the same as you did with the "replaceme" to put a comma between each symbol and comment.
4. Open Notepad.(CLick Start, Run, then type in Notepad).
5. Cut and Paste the 3 columns of data into Notepad. This gets rid of the formatting from Excel but puts Tab characters in between each column of data.
6. Open Word or some other word processor and cut/paste the contents from Notepad into Word.
7. Do an Edit-Replace function to change "ReplaceMe" to "=NASDAQ:". Qcharts will look there first but will then search other exchanges for a match.
8 Now Edit->Replace ->Special Pick "Tab Character") for the Find field and dont put anything in the "Replace With" field. Hit "Replace All" button.
9. Cut and paste the contents back to Notepad and save the file. Make sure the extension is ".sym".
10. Go into Qcharts, open a quote sheet, and inport Symbol with Comments and import the file you just create.

I had dividers in my export file. They imported into the quote sheet but not as a Divider. I am having to manually add those divered back in but that is not a big deal. I just add them in and then delete the line that is supposed to be a divider from the original file but is not.

I hope this helps someone.

Jason

[jhill1965]

Thanks

Thanks Trader.
I can't seem to get your instructions to work. When I right- click and choose the "Symbols" menu choice, it presents three choices - Hot Lists, Option Chains, and Sector Lists. I tried all three and dont see any place to choose a .csv file. I have already tried to choose Import and then Symbol with Comments, but that forces you to choose a .sym file. That is not a problem but getting the correct format for a .sym is where the work is.

I must be missing something...sorry, it has been a long day....

jwh

[Larry Marchman]

jwh,

Just rename your "filename.CSV" file to "filename.sym". Then import into quotesheet with Sym+comments option.

I'm assuming your .CSV file, when looking at it in Notepad, contains....
SYM,comments
SYM,comments
etc

Actually, if you just navigate to your .CSV and select that, ignoring the "apparent" demand that the file be a .SYM, the .CSV will import. Same with a .TXT file. Same with any "ASCII" text type file.


LAM

[jhill1965]

Thanks

LOL!! Of course it had to be that easy. I never even considered just renaming the file. Duh.


thanks Larry and Trader!

jwh