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On this page
  • How to add a new historical symbol?
  • How to change or remove a historical symbol?
  • Symbol settings

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  1. Portfolio panels

Historical Symbols

Historical Symbols panel is designed to import historical data from third-party data providers to OptimusFLOW with performing a subsequent technical analysis or backtesting.

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Last updated 5 years ago

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If you need to import trading quotes to OptimusFLOW from a third-party data provider for performing a backtest or technical analysis, Historical Symbols will be indispensable in this case. For example, you can download any price data from Quandl, IQFeed, NASDAQ or Yahoo and test your trading idea on them.

Let's take a brief look at how it works.

How to add a new historical symbol?

  • Import historical quotes from a .csv file or from an existing symbol. For example, download the trading history of Crude Oil from Quandl.

  • Press “Import History” button, select “Import from file” and specify the path to the required file.

  • After you have imported the file, you need to parse it. In the settings, carefully select the Separator, Date / Time format, specify all the necessary columns (OHLC, Volume).

You can modify Date/Time format manually according to format in the file.

  • Select the aggregation (Tick, Minute, Day) and the data type (Ask, Bid, Last) at the bottom of the table.

  • After the import is completed you can work with this history - performing a backtesting through History Player or make your technical analysis.

To view the chart of the imported history right from the Historical Symbols panel, right-click on the data line and open the chart.

If the chart does not load, check the selected Data type on the chart. It must match to the loaded history.

How to change or remove a historical symbol?

To change a trading symbol settings, you need to select the desired symbol and click on the gear icon.

To delete a trading symbol, you need to select the required symbol and click on the trash bin icon. You can also delete only the imported history for the selected symbol. To do this, right-click on the imported data and select "Remove selected history".

Symbol settings

To correctly perform the backtesting, you need to configure parameters of the symbol that you want to load. If the requiring history refers to the existing trade symbol in OptimusFLOW, then the settings can be simply borrowed by pressing “Get from real symbol” button.

Name

The name of the loading symbol. It can be a ticker or a name that you understand.

Description

Brief description of a symbol or its full name

Asset Class

Available asset types - Forex, CFD, Equities, Futures, Crypto

Tick size

It’s a minimum price fluctuation of the selected trading symbol

Base currency name

The name of the base currency for the loaded symbol (USD, EUR, CHF)

Base currency minimum change

It’s a minimum price fluctuation of the selected trading symbol in money value per tick.

Quoting currency name

The name of the quoting currency for the loaded symbol (USD, EUR, CHF)

Quoting currency minimum change

It’s a minimum price fluctuation of quoting currency for the selected trading symbol in money value per tick.

Quoting type

Available quoting type - Lot size, Tick cost

Lot Size

The minimum available trade size for placing an order. For example, for currencies the standard lot is equal to 100,000 units of the base currency.

Lot Step

The minimal step of changing the trading lot. For FX market lot step = 0,01 or less. For futures lot step = 1

Min Lot

The minimum number of lots available for trading

Max Lot

The maximum number of lots available for trading

First, you need to of the symbol that you want to load. If you want to perform backtesting, it is important to correctly set all the parameters - asset class, tick size, etc. You can borrow parameters from an existing symbol.

configure parameters
General view of Historical Symbols panel
Import trading history from file
Main settings for parsing a file
Open a chart to check the uploaded history
Symbol settings