Importing Watchlists from Excel
A watchlist is merely a text file with extension .viz.
Each security is recorded on a separate line with the format:
The code in square brackets is redundant and can be left out*. Each line will then appear as:
*If you do include the square brackets, there must be two blank spaces in front of them and not just one.
Active or Reactive?
Many investors follow active strategies but end up being reactive, rotating in and out of stocks at the wrong time.
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Our thanks to Peter Andersen who contributed the following code:
- In Excel create a worksheet called Names
- Place your stocks in two columns:
- Column A with the security name
- Column B with the security code (e.g. msft)
- Create a separate worksheet and create a column with the following
function in each cell:
=CONCATENATE(UPPER(Names!$A1)," [ ",UPPER(Names!$B1)," ]:",LOWER(Names!$B1),"_us") or
=CONCATENATE(UPPER(Names!$A1)," [ ",UPPER(Names!$B1)," ]:",LOWER(Names!$B1),"_ax")
There are two blank spaces in front of the [square brackets], not just one.
- Save the file as a CSV (Comma delimited) file
- In the place you saved to, right-click on the file name and rename
with .viz extension
- Open Incredible Charts and use File >> Import to import the new watchlist
Here are two example Excel files:
The completed file should appear as follows, with no header row:
MICROSOFT [ MSFT ]:msft_us
INTEL [ INTC ]:intc_us
GOOGLE [ GOOG ]:goog_us