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Export Chartlist data into CSV file

tleatlea ✭
in Saved Charts and ChartLists
I am trying to download a csv file of the data that is in my chartlist. Can someone please provide me a simple way to make this happen. Thank you in advance.

Comments

  • markdmarkd mod
    edited May 4
    I may have missed it, but I don't see a button in any of the list views for downloading as CSV, so I get the question.

    However, if you run a scan on the list, there is a 'Download CSV' button at the top of the results page under the green "Save to Chartlist" button.

    The scan is just the chart list name, no additional logic (unless you want to - maybe add a 'rank by' line). On your Member page, open the Advanced Scan page (Scan Workbench), delete the default text in the scan window, find the Your Chartlists dropdown at the bottom of the page under the scan window. Open the dropdown, find the list you want to CSV and click on it. Then click "Add".

    The number of the list and the full name will appear in the scan window. For example,

    and [ChartList is 3] // 10 10 01 00 (w8) XLE OL + + + ENERGY $DJUS OL Integrated Oil and Gas

    Yours will be different.

    Delete the "and" preceding the list name to get rid of the error message. (the error is there because a scan must begin with a left bracket "[" ; it can't begin with "and"). So,

    [ChartList is 3] // 10 10 01 00 (w8) XLE OL + + + ENERGY $DJUS OL Integrated Oil and Gas

    Then run the scan. Then click the Download CSV button at the top of the results page. Easy after you've done it once.

    If you feel like it, you could send a (politely worded) suggestion to Support to put a CSV button on the Summary view page (or whatever page(s) you think would be most convenient).



  • tleatlea ✭
    Thank you very much for the detailed response. Your suggestion works great for my workflow, the simple additional step of scanning an existing chartlist isn't worth the programmer's effort for my purpose so I will hold off on a request for now. Thanks again...
  • lmkwinlmkwin ✭✭
    Another option is to view the chartlist in Summary View and then copy and paste it to the spreadsheet. You can pick and choose the columns you display in Summary View so you will get more data available in your spreadsheet, if that matters.

    To see the available columns to display in Summary view, click on the Columns button



    Be sure to scroll down the list as there are dozens of available data fields to display.
  • lmkwinlmkwin ✭✭
    A caveat to be aware of, if using a scan, is that you may have securities in your chartlist that are NOT in the scan engine database.

    An example. I had a position in a local small bank. The symbol was in the StockCharts.com symbol database, so I could add it to the chartlist. When I ran a scan against that chartlist, the local small bank security would not appear in the scan results. So a list with 100 names would return a list with 99 names.

    It's just something to be aware of. I usually just do the copy and paste option from Summary view if I need to pull the data into a spreadsheet.
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