There are two basic steps:
1) Import our CSI UA portfolio file into CSI UA and build all the data files.
2) Tell Trading Blox where the new data can be found.
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1) We have provide CSI UA portfolios you can import into CSI UA that are identical to the ones used to create the sample data. There are three portfolios: one for futures, one for forex, and one for stocks. You can import one or all, depending on your CSI subscription. If you only subscribe to North American Futures, you should just import the Futures portfolio.
To download the portfolio(s), execute 'Launch UA' from your Windows Desktop, select 'Portfolio' from the main menu, click 'Download Portfolio' and choose:
- TradingBloxForex or,
- TradingBloxFutures or,
- TradingBloxStocks.
To create these files, first use the "Portfolio/Select All Files" and then use the "Portfolio/Rewrite File immediately" menu option to build your files. Note: If all the files don't turn 'blue' and the file creation process goes too quick, you may have written just one selected file. Make sure you deselect any files, or use the Portfolio/Select All menu option to select all files.
2) Trading Blox is now ready to use this data. Select Edit/Preferences from the Trading Blox menu, and set the Futures Data folder to UA\Files\Futures. For forex set the Forex Data folder to UA\Files\forex, and for stocks set the Stock Data folder to UA\Files\stocks. If your UA installation is in a different drive or directory, or the files are stored somewhere else, then use that location here. The picture below is for Futures, and shows how the Futures Data Folder is changed correctly to C:\ua\Files\Futures\.
You can now run a test using these new data files. As you update UA each day with new data, each new day's data is then immediately available to use in Trading Blox for testing. Remember to set your test end date to the current month so the test uses the new data.
To add new markets to your portfolio click here.
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