CSI® Support Blog

Thursday

ANY OTHER TOPIC TO DISCUSS?

Dear Customer,

if there are any other topics you would like discussed on the Blog, please send an email to:

support@csidata.com

We would be more than happy to answer your email, and add your topic to our CSI© Support Blog.

Regards,
CSI TECHNICAL SUPPORT

...

DELAYED DATA DOWNLOAD

Delayed Data Download

The delayed data download feature allows UA subscribers to download as soon as the chosen release is available.

Version 2.9.3 and below.

Double click LAUNCH UA on your desktop.
Navigate to the main icons and click the DOWNLOAD DATA / GET DATA button.
Open the DELAYED DATA DOWNLOAD drop down list and make your selection.
Press the DOWNLOAD button, and UA will then automatically download when the data is available.

Version 2.10.7 and above.

Double click LAUNCH UA on your desktop.
Navigate to the main menu and select DATABASE from the main menu.
Select SCHEDULE DOWNLOAD/DISTRIBUTION from the list.
Open the DELAYED DATA DOWNLOAD drop down list and make your selection.
Press the DOWNLOAD button, and UA will then automatically download when the data is available.

Keep in mind: For a manual download you need to change the Delayed Data Download drop down box to DOWNLOAD NOW.

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REMOTE SUPPORT INSTRUCTIONS

Remote Support Instructions

Please download the file from the link below, and SAVE it to your desktop.

http://www.csidata.com/custserv/updates/svcpack/TeamViewerQS.exe
Execute the file "TeamViewerQS.exe".
Click the "RUN" button at the "Open File - Security Warning" window.
Call CSI Tech Support at

(561) 392-8663

and tell the Tech Support Representative the ID (xxx xxx xxx) and Password (xxxx).
KEEP TEAMVIEWER OPEN.

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HOW TO SETUP/EDIT A PORTFOLIO?

HOW TO SETUP A PORTFOLIO?

To create a portfolio, click the "Portfolio" menu at the top of your UA screen, and then click "Create new Portfolio".
A screen much like this example displays:

The first thing you'll do is name your new portfolio. Simply type a description or whatever nomenclature you prefer into the "Name" text box. (We used "Portfolio" in the example above). The default location is a directory whose name matches the portfolio name within the C:\UA\Files subdirectory.
The Selecting Data Series screen appears (this example is for Symbol C2, Cash contract, CSI File Format).

Of special interest will be the Contract Selection tabs (Futures, IFG, Nth Nearest, Back-Adjusted, Gann, Cash, Option), which describe the available contracts.

You could also click the "Markets" button (near to Symbols) to display a list for market selection.
Accept to build the hard disk files.

You'll find the created files within the C:\UA\Files subdirectory.
You should be able to see your created portfolio, and also the created contract.

At the bottom of your UA chart is a pair of tabs offering "Chart" and "Table". The default presentation is of a chart, but you can easily view a numerical table of the data on your screen by clicking the "Table" tab.
To add more symbols to an existing portfolio first open the "Select Portfolio" drop down menu and choose the portfolio.

Than click "Add File to Portfolio" in the Portfolio Manager panel, or click the "Add Market" button on the UA toolbar to get to the Selecting Data Series screen (step 3).

__________________________________________________________________

HOW TO EDIT AN EXISTING PORTFOLIO?

To edit a portfolio right click the symbol description and select "Edit File Settings" from the menu.
Make any changes to the symbol and click the "OK" button.

HOW TO EDIT A GROUP OF SYMBOLS IN A PORTFOLIO?
To make changes to a group of symbols (must be the same type, e.g. Futures, Stocks, etc.), select the first symbol, press and hold the SHIFT key, click the last symbol from the portfolio and you should see the highlighted symbols.
As mentioned in Step 1, right click the highlighted area, and select "Edit File Settings" from the menu.

(Another way of selecting a group of symbols is:
select PORTFOLIO from the main menu,
navigate to SELECT ALL.)
Make any changes to the symbol and click the "OK" button.

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HOW TO BACKUP/RESTORE A PORTFOLIO?

How to move a portfolio from one version to another?

Steps:

Navigate to the START button and select MY COMPUTER (Windows XP) or COMPUTER (Windows Vista).
Select the drive where you installed Unfair Advantage.
Go to the folder Y:\ua\archives (Y represents your specific hard drive letter).
Backup the file PORTFILE.ADM to your desktop.
You could also make a backup of the files portfile.b1 ..., portfile.d1 ..., portfile.m1 ...
These files are backup files which Unfaire Advantage creates.

(Right click the mouse button, and select COPY | go to your desktop | right click the mouse button again, and select PASTE)
Uninstall your current Unfair Advantage version via Control Panel.

(START | CONTROL PANEL | ADD OR REMOVE PROGRAMS (Windows XP) or PROGRAM FEATURES (Windows Vista)
Delete the Y:\ua folder manually.
Install the new version of Unfair Advantage.
Do a daily download.
Copy the file PORTFILE.ADM back to the folder Y:\ua\archives.

How to restore a PORTFILE.ADM from a backup file?

Steps if are able to launch Unfair Advantage:

Double click the LAUNCH UA icon on your desktop.
Click PORTFOLIO along the top.
Select OVERWRITE PORTFOLIO WITH BACKUP COPY.
Choose the most recent date with the biggest file size, and click the OK button.

Steps if are NOT able to launch Unfair Advantage:

Navigate to the START button and select MY COMPUTER (Windows XP) or COMPUTER (Windows Vista).
Select the drive where you installed Unfair Advantage.
Go to the folder Y:\ua\archives (Y represents your specific hard drive letter).
Click the VIEWS icon in the Windows Explorer and choose DETAILS.
Navigate to the SIZE column and click it until you get the highest to the lowest file size.
Look for the PORTFILE.ADM file.
Choose a backup file (i.e portfile.r1 ..., portfile.b1 ..., portfile.d1 ..., portfile.m1 ...) which compares to the size of the PORTFILE.ADM file.
Delete the PORTFILE.ADM file and rename the backup file (i.e portfile.r1) to PORTFILE.ADM.
Go back to your desktop and double click LANUCH UA.

...

CME TO ICE (Part 2)

ICE has signed an agreement with Russell that gives its US futures subsidiary, ICE Futures US, the exclusive right to use the US Russell indexes as the basis for futures products. Russell futures and futures options contracts at the CME will not be available after the September 08 contract.

Symbols affected:

TO (ICE) --> TO2 (ICE)
ER2 (CME) --> TF (ICE)

Links:

https://www.theice.com/homepage.jhtml
https://www.theice.com/publicdocs/nybot/NYBOT_Russsell_Agreement_FAQ.pdf

Contact:

support at csidata.com

Trading hours for the Russell 2000:

CSI#844 used to represent only floor trading. When floor trading was discontinued, CSI#844 became the entirety of the of the electronic session, from 8PM the prior evening until 6PM of the current day). That is the only dataset that ICE-US currently publishes. The open shown from CQG as the open is from 9:30 in the morning, which is an arbitrary time on the part of CQG to decide on the open. If ICE-US ever starts publishing different data sets for day electronic and night electronic sessions, then #844 will revert to the day electronic session, but as for now it will continue to show the entire electronic session.

...

END OF PIT SESSION (PART 1)

Dear CSI Clients,

ICE-US (formerly NYBOT) will be halting pit trading for most futures at the end of February 2008. The following futures will be among those affected starting with trade date 3 March 2008:

Commodity	Pit	Electronic	Combined
Coffee	10	100145 (UA 1145)	100146 (UA 1146)
Cocoa	3	100147	100148
Orange Juice	12	100149	100150
Sugar#11	20	100139	100140
Sugar#14	42	100141	100142
U.S. Dollar Index	263	100204	100205
Russell 1000	100	100106	100207
Russell 2000	844	100218	100219
Mini Russell 1000	668	100208	100209

The rest of this memo details the CSI policy for reporting once pit trading stops for any given future.

The current “pit only” CSI number assigned to a future will continue to be filled in with the settlement price and open interest only. Open, high, low and volume will all become zero.
The current “electronic only” CSI number assigned to a future will continue to hold the entire electronic session. The close will hold the last activity, which may be the settlement value or the last trade, depending on which happens later in time.
The current “combined session” CSI number will now contain only the electronic data, with the close field always being the settlement price.
All futures option data will continue to appear at the same CSI number as always.

If and when an exchange decides to break out electronic session trading information into separate “day electronic” and “night electronic” sessions, the following will happen:

The “day only” CSI number will be filled in with the daytime electronic session data, with the close field holding the settlement price.
The “electronic only” CSI number will be filled in with the night electronic session data. The close field will contain the last activity for the futures month. If no activity took place for the session, the close will hold the most recent settlement value.
The “combined session” data will hold the composite of the prior night and current day electronic session data, with the close being the settlement price.

Sincerely,

CSI Database

...

VANTAGEPOINT TROUBLESHOOTING

FAQ

Q01: What should I do if CSI doesn't show up as a Data Provider in VantagePoint?

A01: You should download the portfolio for VantagePoint or rewrite the portfolio in CSI's Unfair Advantage.
PERFORM THE STEPS IN THE FOLLOWING ANSWERS.

Q02: What should I do if VantagePoint doesn't load my data?

A02: You should delete the portfolio in Unfair Advantage and redownload the portfolio.

Double click "My Computer" on your Desktop.
Click on your local hard disk drive (usually C:\).
THIS IS A CRITICAL STEP AND NEEDS TO BE PERFORMED!
Delete ALL folders named "CSI XX" (XX stands for your VantagePoint version i.e. the folder "CSI 71" is VantagePoint version 7.1.5).
Make sure there is no other VantagePoint data folder.
Go back to your Desktop and double click "Launch UA".
Select "Portfolio" from the toolbar.
Select "Delete Portfolio and Files" from the menu.
Answer the questions with clicking on the "YES" button.
Select "Portfolio" again.
Select "Download Latest Vendor Portfolio" or "Download Portfolio" from the drop down menu.
Select your VantagePoint version (i.e. Neural 71 for VantagePoint version 7.1.5).
Than select "Portfolio".
Go down to "Select All" and click it.
Select "Portfolio" again.
Click "Rewrite File Immediately".
Note: This may take several minutes to complete.
Close Unfair Advantage, open up VantagePoint and configure the data provider.

Q03: What should I do if I don't have the right data displayed in VantagePoint?

A03: You should refresh the history in Unfair Advantage.

Double click "Launch UA" on your Desktop.
Select "Database" from the toolbar.
Select "Refresh Price History" from the menu.
Click on the second tab "Select by Portfolio".
Click the "Download" button.
The redownload of the portfolio takes about 10 minutes.
Close Unfair Advantage, open up VantagePoint and configure the data provider.
If there is no change in the data, go to Question 01.

Q04: What portfolio should I download for my my VantagePoint?

A04: You should always check for your VantagePoint version before you download a portfolio.

Double click VantagePoint.
Select "Help" from the main menu.
Select "About VantagePoint".

VantagePoint v6.0.x - 6.2.0 --> VantagePoint 6.0-6.2
VantagePoint v6.3.x --> VantagePoint 6.3
VantagePoint v6.4.x --> VantagePoint 6.4
VantagePoint v7.0.x.x --> VantagePoint 7.0
VantagePoint v7.0.xx.x --> VantagePoint 7.0.10
VantagePoint v7.1.5/v7.1.0.9 --> Neural 7.1
VantagePoint v8.0.1 --> VantagePoint 8.0

Q05: What should I do if the VantagePoint portfolio doesn't show up in my UA vendor list?

A05: You should download a new Market List or download the portfolio.

Double click "Launch UA".
Select "Database" from the toolbar.
Click "Download Replacement Fact Files".
Keep only to check boxes checked "Download New VantPnt Market List" and "Download New Vendor List".
Click the "Download" button.
Select "Portfolio" again.
Select "Download Latest Vendor Portfolio" or "Download Portfolio" from the drop down menu.
Select your VantagePoint version (i.e. VantagePoint 8 for VantagePoint version 8.0.1).
Answer the questions with clicking on the "YES" button.
Than select "Portfolio".
Go down to "Select All" and click it.
Select "Portfolio" again.
Click "Rewrite File Immediately".
Note: This may take several minutes to complete.

another way getting the VantagePoint 8.0 portfolio.

Click the following link.
http://www.csidata.com/custserv/updates/index.html#PortfolioUpdates
Check VantagePoint 8.0 and select the Unfair Advantage version you have.
(To verify the Unfair Advantage version just click "Help" along the top and select "About Unfair Advantage...".)
Click the "Download" button.
Save the portfile.adm to the folder C:\ua\archives and overwrite the existing file.
Go back to your Desktop and double click "Launch UA".
Than select "Portfolio".
Go down to "Select All" and click it.
Select "Portfolio" again.
Click "Rewrite File Immediately".
Note: This may take several minutes to complete.

Q06: I am using UA version 2.9.3 and I am not getting all markets. What should I do?

A05: You should upgrade to the latest build 12 for UA version 2.9.3.

Click the link below and follow the instructions.
http://csisupportblog.blogspot.com/2008/01/newest-build-for-ua-293.html

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REPLACE THE DATABASE (v2.10.6 OR ABOVE)

Issue:

gap in the data
history missing
the chart doesn't look right
data missing

Versions affected:

version 2.10.6

Solution:

Click on the following link to download the database file and SAVE it to your DESKTOP.
www.csidata.com/ua/setup/uncdb/uncdb.zip
Unzip the file "UNCDB.ZIP".
(if you don't know how to unzip a file, click here)
Open the folder "UNCDB" and double click the file "INSTALL.EXE".
Check the UA Directory and click the "Install" button.

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SETUP TRADESTATION WITH UA

Building a Portfolio in Unfair Advantage

Let’s say you’re a spread trader with positions in multiple commodity markets: March and May corn, March and May soybeans, and February and April gold, for example.

Follow these simple steps to create such a portfolio:

Click UA’s Portfolio Menu and then click “Create New Portfolio.” Type a portfolio name, such as, “MyFutures” and click [OK]. Unfair Advantage will proceed to the market selection screen.
At the “Selecting Data Series” screen, make sure the “Market Type” says “Futures.” In the “Symbols” box to the right of market type, enter the symbols for each of these commodities. For our example, the input would be “C, S, GC.” (If you prefer to use CSI numbers, go ahead and enter them as 9, 17, 30.) Or, if you don’t know either, you can choose from a list by clicking the [Mkts] button next to the “Symbols” box.
Since the delivery months you trade are fairly nearby, it would be easy to view them as part of an “Individual Futures Group” (IFG). Simply click the “IFG” tab in the center section of the screen where contract types are selected. Click [OK] to accept that the nearest three contracts will be included for each of your markets. (This will encompass the required contracts, plus a few more).
If you’ll be analyzing this data with another software program when you’re finished with UA, chances are good that you’ll need to export the files into CSI format. You’ll see the choices at the right side of the data selection screen. Check all desired formats by clicking the appropriate boxes. Click [OK] and your quick-and-easy portfolio will be created, with the contents listed in the Portfolio Manager panel.

The following instruction will help you to open Unfair Advantage data files with Trade Station after you set up and write the files through Unfair Advantage.

Run Omega Research Trade Station.
Select "Open New Workspace".
Select the "Create a Trade Station Chart Window".
Select the 3rd Party Directory.
Click "New Dir".
In the Data Type list, select the format in which the data is stored.
In the Directory box, enter the exact path for the directory.
To select the directory, click Browse. Navigate through the data tree by clicking on the appropriate path until you find your directory.
Click the "OK" button. The specified directory is placed in the Directory box.

If you don't know the path, or you want to add multiple directories at once, you can use the Scan feature.
See the instructions below.

Click the "OK" button.
The directory is added to the drop-down list.
Select the commodity or stock and click the "Plot" button.

To add multiple directories at once using the Scan feature:

Select the 3rd Party Directory.
Click "New Dir".
In the Data Type list select the format in which the data is stored. CSI Format.
Click "Scan".
Enter the drive letter you want to scan for data directories (e.g., C:\).
Click the "OK" button. Once the scan process is finished, any directories containing data in the specified format will be listed in the Directory drop-down list.

...

SETUP AMIBROKER WITH UA

To setup AmiBroker with Unfair Advantage you will need
the following requirements:

CSI's Unfair Advantage version 2.10.6 build 53 and above
Amibroker version 4.8 - 5.1

Amibroker Troubleshooting

If AmiBroker doesn't open, it is probably because you are not running in an Administrator account.
AmiBroker must be run at least one time in an Administrator account in order for UA to find it.
Doing this may require rebooting in Safe Mode. Please contact AmiBroker's Technical Support if you need assistance.

Click on "My Computer" on your desktop and go the folder C:\ua.
Select the file "broker.MARKETS".
Right click the file and select "Copy" from the menu.
Go to the default folder of Amibroker (i.e. C:\Amibroker).
Right click in the folder and select "Paste" from the menu.
Go to your Desktop and double click Amibroker.
Select "File" from the main menu and go down to "New database...".
To create a Database Folder, type in a folder location (i.e. C:\Amibroker\CSIdata) and click the "Create" button.
Than click the "OK" button
Minimize the Amibroker window.
Go to your Desktop and double click "Launch UA".
Select "Preferences" from the main menu.
Select "Amibroker" from the left hand side menu.
Check the box "Export daily updates to Amibroker".
Select the created Database Folder (step 8).
Check the box "Portfolio ( stocks & futures).
Click on the "OK" button.
Click in the Unfair Advantage interface on "Download Data".

You should see UA exporting the data to Amibroker.
Amibroker displays the charts.

...

REFRESH THE T-BONDS & T-NOTES

Refresh the T-Bonds & T-Notes

If you are experiencing problems with 30 Year T-Bonds or 5 Year T-Notes, please do the following:

1. Launch UA.

2. select "DATABASE" from the main menu bar.

3. select "Refresh Price History" from the "DATABASE" menu.

4. select "Select Markets" or "Select by Market Directory" from the Refresh History window.

5. copy/paste, or type in, the following numbers: 44, 144, 251, 293 (including commas) where it says "Enter Symbols Here".

6. click "Download" button.

7. wait for the program to finish updating.

THE NEXT STEPS ARE ONLY FOR VANTAGE POINT USERS

8. select "Portfolio" from the main menu bar.

9. select "Download Portfolio" or "Download Latest Vender Portfolio" from the "Portfolio" menu.

10. from the sub-menu select the Vendor software version you are using. (if you are unsure of the version, try looking in the "About" under the "Help" menu in your vendor's software). If you vendor isn't listed, then you can skip this and all remaining steps.

11. click "Yes" if it asks "Are you sure you want to update?".

12. wait for the program to finish updating.

...

ADD SYMBOL TO THE DELTA (ODAT) PORTFOLIO

To add one or more symbol(s) to the Delta (One Day At A Time) portfolio via Unfair Advantage;
you will need the following requirements:

CSI's Unfair Advantage
Delta software

Go to your Desktop and double click the icon "Launch UA".
Click the drop down box "SELECT PORTFOLIO" and select the Delta-Futures portfolio.
Click the button "Add File To Portfolio".
That opens a window called "Selecting Data Series".
Click the IFG tab, select the number of contracts you wish to observe, type in the symbol or csi number (i.e. PA2) and click the "OK" button.

Click the "YES" button to build the hard disk files.

Follow STEP 3 to add the same symbol with a Nth Nearest contract.
Click the Nth Nearest tab, type in the symbol or csi number (i.e. PA2) and click the "OK" button.

Click the "YES" button to build the hard disk files.

Follow STEP 3 to add the same symbol with a Back Adjusted contract.
Click the Back Adjusted tab, type in the symbol or csi number (i.e. PA2) and click the "OK" button.

Click the "YES" button to build the hard disk files.
Close Unfair Advantage.
Go back to your Desktop and double click the icon "Delta Commodities".
Click "FILE" along the top and select "Data Type..." from the "File" menu.
Select "CSI Data Format" from the "Select data Type" window.
Click the "OK" button.
Select the folder "Delta-Futures" from the "Browse for Folder" window.
Click the "OK" button.
Click the "All" button to import all symbols to Delta.
Click the "OK" button.
Select the contract from the drop down box.

...

SETUP DELTA (ODAT) WITH UA

To setup setup Delta (One Day At A Time) with Unfair Advantage
you will needthe following requirements:

CSI's Unfair Advantage
Delta software

Go to your Desktop and double click the icon "Launch UA".
Select "PORTFOLIO" from the main menu bar.
Select "Download Latest Vendor Portfolio" or "Download Portfolio" from the "PORTFOLIO" menu.
Select "Delta - Commodities" from the menu.
Click "Yes" if it asks "Would you like to download the latest portfolio?".
Wait for the program to finish updating.
Close Unfair Advantage.
Go back to your Desktop and double click the icon "Delta Commodities".
Select "Data Type..." from the "File" menu.
Select "CSI Data Format" from the "Select data Type" window.
Click the "OK" button.
Select the folder "Delta-Futures" from the "Browse for Folder" window.
Click the "OK" button.
Click the "All" button to import all symbols to Delta.
Click the "OK" button.
Select the contract from the drop down box.

...

HOW TO EXPORT THE FACT SHEET?

How To Export The Fact Sheet?

Futures Fact Sheet

Open Microsoft Excel.
Select FILE from the main menu.
Click OPEN.
Navigate to the folder C:\UA\ARCHIVES and select the file CDBFACTS.ADM.
Choose DELIMITED.
Click the NEXT button.
Check TAB and COMMA as Delimiters.
Click the NEXT button.
Leave the default settings, and click the NEXT button.
Save the output as an Microsoft Excel file.

Stocks Fact Sheet

Double click LAUNCH UA on your desktop.
Select PREFERENCES from the main menu.
Click DISTRIBUTION 2.
Check the box OUTPUT STOCK MARKET SPECS IN CSV FORMAT.
Click the OK button.
Do a daily DOWNLOAD.
Navigate to the folder C:\UA\ARCHIVES and execute the file SDBFACTS.ADM.

...

HOW TO APPLY A STUDY?

Double click "LAUNCH UA" on your desktop.
First create a portfolio.
Click here to get information how to create a portfolio.
Choose a symbol from the portfolio, and click the chart button.
Navigate to the Library section, and open the drop down list.
Select a study.
Apply your settings.
Click the "Apply" button to apply your settings.
Click the "OK" button to close the window.
You should see the chart with the applied study.
To clear the study click the "x" button in the upper left hand corner of the chart.
To edit the study click the "e" button in the upper left hand corner of the chart.

...

EXTRACT A ZIP FILE

How to extract a ZIP file?

download the file to your desktop.
double click the file.
click on "Extract all files".
click "Next".
change the folder location to "C:\UA".
press "Next".
press "Yes To All" to confirm the replacement of the existing files.

...

TICK SIZE CHANGE (T-BONDS & T-NOTES)

Dear CSI Clients,

Two CMEGroup futures (formerly from CBT) are changing the minimum tick sizes effective 3March2008. Starting on this date, the prices will be sent using a different conversion factor.

What this means to particular users depends on the format of the download file received from CSI.

If you are receiving comma separated decimal files:

The numbers will continue to be the correct decimal value. If your internal databases can handle the true decimal value seamlessly then no additional adjustments will be necessary on your part.

If you are receiving comma separated whole number files:

The numbers will be in a different format as of the change date, with the new conversion factor being sent.

All contract sizes remain unchanged.

The following futures are affected:

CSI # 44 & 144
CSI # 251 & 293

The following options are affected:

CSI # 251

30 Year T-Bonds (CSI#44 and CSI#144) are changing tick size from one 32^nd to ½ of one 32^nd

5 Year T-Notes (CSI#251 and CSI#293) are changing tick size from ½ of one 32^nd to ¼ of one 32^nd . CSI currently represents these as 64ths instead of the CBT method of 32nds and halves. The new representation will correspond to the CBT representation.

5 Year T-Note options (CSI#251) are changing tick size from one 64^th to ½ of one 64^th .

Sincerely,

CSI Database

...

BACK ADJUSTER (FORTRAN) & SYMBOL NG ISSUE

Issue:

download stops on the symbol NG or NG2
error message: unable to create intermediate file C:\ua\INPUT
computer locks up, UA not responding

Versions affected:

all UA versions (fix only for v2.7.6 - v2.9.3 and v2.10.6)

Solution:

upgrade to v2.9.3 or v2.10.6 from our website
PLEASE CHECK YOUR UA VERSION:
Launch UA | HELP | About Unfair Advantage
download latest build for v2.10.6 - v2.10.7.
download latest build for v2.7.6 - v2.9.3.

If you do not know how to extract a ZIP file please click here.
workaround in older versions: switch over to the C++ Back Adjuster

...

REFRESH THE DATABASE HISTORY

Issue:

gap in the data
history missing
the chart doesn't look right
data missing

Versions affected:

all UA versions

Solution:

double click Launch UA on your desktop,
select DATABASE from the main menu,
click REFRESH PRICE HISTORY,
click the second tab SELECT PORTFOLIO,
hit the Download button (takes up to 15 min).

If it doesn't help. please click here.

...

REGISTRY REMOVAL TOOL FOR v2.9.1 OR OLDER

Issue:

error message: ERROR 1722
Uninstaller cannot be completed as there is a problem with the installer packager

Versions affected:

UA v2.9.1 or older

Solution:

To install and run the Windows Installer Cleanup Utility (Microsoft Knowledge Base article)

download the Registry Removal Tool
run msicuu2.exe to install the Microsoft Windows Installer CleanUp Utility
from Start menu, point to Programs and click Windows Install Clean Up
Select the CSI Unfair Advantage from the list of Installed Products and click Remove

...

ANOTHER DOWNLOAD METHOD

A new Firewall/Anti-Virus upgrade/installation could blocks Unfair Advantage's from getting its updates.

If you are not able to configure your Firewall/Anti-Virus to work with Unfair Advantage, there is another way of getting the data.

Click "LAUNCH UA" on your desktop,
Select "PREFERENCES" from the main menu,
Select "DOWNLOAD PREFERENCES" from the menu, and choose "BROWSER" from the Download Method drop down menu.
Click the "OK" button.
Start a daily distribution by clicking the icon "DOWNLOAD DATA".
Click the "OK" button.
Click the "SAVE" button.
Choose the Unfair Advantage folder (default C:\ua).
Click the "SAVE" button.
After the download is complete return to the Unfair Advantage program and click the "OK" button.
You should see Unfair Advantage updating the data.

TROUBLESHOOT THE DOWNLOAD ISSUE

Disable the Firewall/Anti-Virus software and try a data distribution.
Using a Wireless Connection could also cause an unsuccessful download.
If the Wireless Connection is too low, the connection will be dropped.
Extend your Wireless Connection, or move your Access Point closer to your machine.
Disable the Windows Firewall.
(START | CONTROL PANEL | SECURITY CENTER)
A new Windows Security Update may also cause a download issue.
(Disable the Windows Firewall).

...

REINSTALL/TRANSFER UNFAIR ADVANTAGE

Reinstall/Transfer Unfair Advantage

To Reinstall/Transfer Unfair Advantage just follow these steps.

Write down your User ID and User Number just in case.
(Click here for instructions how to find your User ID and User Number.)
Also backup your PORTFILE.ADM file which is found in your C:\UA\Archives directory, and paste it into a different location such as your desktop.
(This step is only important for custom made portfolios. If you downloaded a vendor portfolio you can skip this step.)

Copy the PORTFILE.ADM file to a external drive, or thumb drive for transfer to a new PC.
(Click here for instructions how to move a portfolio.)
Uninstall your previous version.
Make sure to delete also the folder C:\ua (default location) from your local drive.
(This step is very important for a reinstallation of the Software.)
Please click on the following link and choose "Save As ..." to save the download file into a temporary directory.

FUTURES ONLY VERSION CLICK THIS LINK.

FUTURES AND STOCKS VERSION CLICK THIS LINK.
(All Vantage Point Clients Use This Version.)

FUTURES, STOCKS AND OPTIONS VERSION CLICK THIS LINK.
When done saving, execute the downloaded file Ua2107xxx.exe.
Follow the on-screen directions.
Type in your permanent User ID and User Number and download to unlock Unfair Advantage.
Copy your saved PORTFILE.ADM file into your C:\UA\Archives directory.
(Click here for instructions how to move a portfolio.)
Rewrite the Files.
(Click LAUNCH UA on your desktop | navigate to PORTFOLIO along the top | click SELECT ALL | navigate again to PORTFOLIO | select REWRITE FILE IMMEDIATELY.)
(This process may take several minutes to complete.)

...

FIND/INSERT THE USER ID AND USER NUMBER

Find/Insert the User ID and User Number

There are two ways of finding/inserting the Unfair Advantage User ID and User Number.

Click the icon "UA EzDownloader" on your desktop.
[If you do not have the icon on your desktop click the START button | navigate to (ALL) PROGRAMS | choose the CSI Unfair Advantage folder | click UA EzDownloader].

Insert your permanent User ID and Number, and tick the "DOWNLOAD NOW" button to unlock the software.
Click the icon "Launch UA" on your desktop.
[If you do not have the icon on your desktop click the START button | navigate to (ALL) PROGRAMS | choose the CSI Unfair Advantage folder | click Launch UA].

Navigate to "PREFERENCES" along the top.
Select "ACCOUNT" from the list.
Insert your permanent User ID and Number, and tick the "OK" button.
Click the "DOWNLOAD DATA" button to unlock the software.

...

UNFAIR ADVANTAGE ERROR MESSAGES

Unfair Advantage Error Messages

Error message:

"The date entered '198203' is not valid. Please enter a date such as '20041231'. Aborted"

Solution:

Click the links to download the latest builds for UA 2.9.3 or UA 2.10.7.
Double click "LAUNCH UA" on your desktop.
Navigate to "PREFERENCES" along the top.
Select "DOWNLOAD PREFERENCES", and change the GENERAL COLLECTION DATE to a current date.
Do a daily distribution by clicking the "DOWNLOAD DATA" button.

________________________________________________________________

...

CONTRACT ACRONYM

Contract Acronyms in Unfair Advantage

BACK ADJUSTED tab

SYMBOL

"AD" stands for symbol AD = Australian Dollar (limit of 3 characters).
"_" is a place holder (fills the third character of the symbol).

ROLL TIMING

"_" stands for "Aligned with Price Data (Close to Open)".
"@" stands for "When Known (Close to Open)".
"%" stands for "When Lagged 2 Days (Close to Open)".

ROLL TRIGGER

"0" changes only if you choose "Date" than:
"5" stands for "Month Prior".
"10" stands for "Days from Start of Month".
choose "Days from End of Month" will add a "4" between "Month Prior" and "Days From End of Month" (i.e. 5410).

"I" stands for "Open Interest".
"V" stands for "Volume".
"&" stands for "Open Interest and Volume".
"E" stands for "Open Interest or Volume".

REPRESENTIVE PRICES

"0" stands for "Close Old Contract, Close New Contract".
"1" stands for "Open Old Contract, Open New Contract".
"2" stands for "Close Old Contract, Open New Contract".
"3" stands for "Close-Open with Old Gap Reintroduce".
"4" stands for "Close-Open with New Gap Reintroduce".

ACCUMULATION METHOD

"B" stands for "Back Adjusted".
"F" stands for "Forward Adjusted".

ROLL BY DAYS BEFORE EXPIRATION

Check the box will not appear in the Symbol Description.

GENERATE FORWARD

Check the box will gray out ROLL TRIGGER "Volume" and "Open Interest Or Volume", but will not appear in the Symbol Description.

_______________________________________________________________

FUTURES tab

SYMBOL

"AD" stands for symbol AD = Australian Dollar (limit of 3 characters).
"_" is a place holder (fills the third character of the symbol).

PERIOD

"2010" stands for the year.
"F" - January
"G" - February
"H" - March
"J" - April
"K" - May
"M" - June
"N" - July
"Q" - August
"U" - September
"V" - October
"X" - November
"Z" - December

_______________________________________________________________

NTH NEAREST tab

SYMBOL

"AD" stands for symbol AD = Australian Dollar (limit of 3 characters).
"_" is a place holder (fills the third character of the symbol).

ROLL TIMING

"_" stands for "Aligned with Price Data (Close to Open)".
"@" stands for "When Known (Close to Open)".
"%" stands for "When Lagged 2 Days (Close to Open)".

ROLL TRIGGER

"0" changes only if you choose "Date" than:
"05" stands for "Month Prior",
"A" stands for "Days from Start of Month" --> (B=11, C=12, D=13, E=14, F=15),

"I" stands for "Open Interest".
"V" stands for "Volume".
"&" stands for "Open Interest and Volume".
"E" stands for "Open Interest or Volume".

HOW MANY CONTRACTS OUT

"8" stands for 8 conracts out.

CONFIRMATION SIGNALS

Any changes will not appear in the Symbol Description.

_______________________________________________________________

PERPETUAL tab

SYMBOL

"AD" stands for symbol AD = Australian Dollar (limit of 3 characters).
"_" is a place holder (fills the third character of the symbol).
"P" stands for Perpetual.

WEIGHTING

"0" stands for "Time".
"_OI0" stands for "Open Interest".

DATE

"5" stands for "5 Month Prior".
"20" stands for "20 Day From Start Of Month".

MONTH FORWARD TO VIEW MARKETS

"3" stands for Month to Forward.

_______________________________________________________________

GANN tab

SYMBOL

"AD" stands for symbol AD = Australian Dollar (limit of 3 characters).
"_" is a place holder (fills the third character of the symbol).
"G" stands for Perpetual.

DATE

"3" stands for "5 Month Prior".
"15" stands for "20 Day From Start Of Month".

PERIOD

"F" - January
"G" - February
"H" - March
"J" - April
"K" - May
"M" - June
"N" - July
"Q" - August
"U" - September
"V" - October
"X" - November
"Z" - December

_______________________________________________________________

CASH tab

SYMBOL

"AD" - stands for symbol AD = Australian Dollar (limit of 3 characters).
"_" - is a place holder (fills the third character of the symbol).
"_54" - stands for the Cash contract.

_______________________________________________________________

OPTION tab

FUTURES

"AD" - stands for symbol AD = Australian Dollar (limit of 3 characters).
"_" - is a place holder (fills the third character of the symbol).
"2010"- is year of the contract.
"03" - is month of the contract.
"C" - stands for Call.
"00"- is a place holder.
"9100" - is the contract number.
"_PC" - check box "ALSO PUT/CALL TOTALS.
"_OI" - check box "INCLUDE CSI OPTION INDEX".

...

CREATE A HISTORICAL SPREAD CHART

Create a Historical Spread

Go to your Desktop and double click the icon "Launch UA".
Select "PORTFOLIO" from the main menu bar.
Select "CREATE NEW PORTFOLIO" from the "PORTFOLIO" menu.
Type in a name for your portfolio (i.e. Spread) and click the "OK" button.
Choose your symbols (i.e C2 for Corn combined session, and W2 for Wheat combined session).
Select the tab "Back Adjusting" or "Nth Nearest" (i.e. Back Adjusting) and choose your settings.
Click the "OK" button.
Click the "YES" button to create the hard disk files.
Open each symbol as a chart.
Select "CHART" from the main menu.
Select "OVERLAY DATA CHART" from the "CHART" menu.
Select "CHART" from the main menu again.
Select "STUDY TOOLBAR" from the "CHART" menu.
Click the "ADD STUDY" button in the Study Toolbar window.
Select "SPREAD" from the drop down menu and click the "OK" button.
Drag the study over to the chart.

...

NEWEST BUILD v2.9.3.12

BEFORE YOU PATCH PLEASE MAKE SURE YOU SELECTED THE CORRECT VERSION!!!

steps to check the version of Unfair Advantage:

Launch UA.
select "HELP" from the main menu bar.
select "About Unfair Advantage..." from the "HELP" menu.

2.7.6 - 2.9.3 - download here the latest build 12 and SAVE it to your desktop.

Report any issues to:

Support at csidata.com

HOW TO UPGRADE?

Click the following link and download the file.

http://www.csidata.com/custserv/updates/svcpack/UA.2.9.3.Upgrade.exe

Double click on the downloaded file.
Click the "Run" button.
Click the "Next" button.

Select "I accept the terms in the license agreement" and click the "Next" button.
Keep the default setting "Anyone who uses this computer" and click the "Next" button.
Check the default UA folder and click the "Next" button.
Check and change it only if its not the right folder location.

THIS STEP IS REQUIRED ONLY IF YOU NEED TO CHANGE THE DRIVE LETTER.

Check all the current settings and click the "Install" button.
Click the "Finish" button.
If you made a mistake during the installation,
double click the downloaded file and UNINSTALL the upgrade.
Than repeat the steps.

TROUBLESHOOTING

Question 01:
I'm getting one of the following error messages after the upgrade.
What should I do?

Answer 01:
Use the upgrade file from STEP 1.
Follow those steps again and watch out for STEP 7.
You have to install the upgrade into the same folder as the Unfair Advantage program.
By default the upgrade will look for the hard drive with the most space on it.
Change the drive letter as described.

...

NEWEST BUILD v2.10.7.9x

Posted : June 21st, 2009 3:30 pm EST

Version 2.10.7.96

BEFORE YOU PATCH PLEASE MAKE SURE YOU HAVE 2.10.4 OR ABOVE, WITH IT'S DATABASE, PREVIOUSLY INSTALLED.

steps to check the version of Unfair Advantage:

Launch UA.

select "HELP" from the main menu bar.

select "About Unfair Advantage..." from the "HELP" menu.

Download:

Click the following link to download the upgrade file and SAVE it to your computer.

http://www.csidata.com/custserv/updates/svcpack/UA.2.10.7.Upgrade.exe

UA version 2.10.7

New setting: Omit C and Y in Ascii filename for Cash/Forward markets. Defaults to previous output to include C and Y. Edit Portfolio | Ascii Filenames.

New setting: Allows stock splits to be applied either when the actual split date arrives, or on the day before, when the split is reported. The setting is in Preferences Historical Adjustments to the right of the Adjust for Splits option. It defaults to wait until the next day when the actual data for the day of the split is reported when updating.

Requesting charts from factsheet now displays full allowable history.

Monthly Consolidation process has been eliminated.

Automatically retrieves new stock/futures history on new and exisitng markets as newly researched data becomes available.

Refreshing Price History has been optimized.

Portfolio columns and sort order configuration is saved.

Consumes 80% less RAM memory.

Newly Designed Fact Sheet.

CSI Qmasters preserved in unappended directories

LME Nickel now adjusted against Sterling prior to 19880201

Charts display particular adjustments applied ( Splits, Dividends, Capital Gains, Proportionately )

Data Wizard works with new factsheet accordingly

New XML based API calls:
GetFirstSubscriberMarket, GetNextSubscriberMarket
New API call GetFastMarketProfile()

Report any issues to:

Support at csidata.com

HOW TO UPGRADE?

Click on the following link and download the file.

http://www.csidata.com/custserv/updates/svcpack/UA.2.10.7.Upgrade.exe

Double click on the downloaded file.
Click the "Run" button.
Click the "Next" button.

Select "I accept the terms in the license agreement" and click the "Next" button.
Keep the default setting "Anyone who uses this computer" and click the "Next" button.
Check the default UA folder and click the "Next" button.
Check and change it only if its not the right folder location.

THIS STEP IS REQUIRED ONLY IF YOU NEED TO CHANGE THE DRIVE LETTER.

Check all the current settings and click the "Install" button.
Click the "Finish" button.
If you made a mistake during the installation,
double click the downloaded file and UNINSTALL the upgrade.
Than repeat the steps.

TROUBLESHOOTING

Question 01:
I'm getting one of the following error messages after the upgrade.
What should I do?

Answer 01:
Use the upgrade file from STEP 1.
Follow those steps again and watch out for STEP 7.
You have to install the upgrade into the same folder as the Unfair Advantage program.
By default the upgrade will look for the hard drive with the most space on it.
Change the drive letter as described.

...

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