- ago
Now that it is thankfully possible to create your own dynamic dataset, I was looking for an easy way to create individual portfolios and insert the dates when stocks were in the index.

In principle, this data is already included in the Standard Portfolios and Wealth Data. If I now copy all portfolio data in the Data Manager with "copy to clipboard" into an excel, the column "first date" is unfortunately missing as soon as I insert it.

"Last date", on the other hand, is available.

Can you please check and add this column? It would make it much easier to create your own dynamic portfolios, because otherwise you would have to enter this data manually for each share.

Thank you!
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Cone8
 ( 27.64% )
- ago
#1
Sure, we can fix that, but those "First Dates" are not the entry date into the index - its just the first date available for the Provider. Also, the dates wouldn't include all the entry and exit dates for all the symbols anyway - especially for those that have entered and exited the same index more than once. This is all done by another resource we created from countless hours of research and maintenance.
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- ago
#2
that is of course correct, cone. I will think about whether there is another, simpler solution. Thank you very much!
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