Data Files
This page provides various resources for investors. These resources add value to my methods, which are fully explained in Building Wealth in the Stock Market. Please read the book before using these resources unless you are perfectly clear on their use.
Some of the files on this page are provided in self-extracting zip files. I am using this process to handle large files and multiple file sets. This is of considerable assistance to users who are not yet able to obtain broadband connections. It also obviates the need for zip software on readers' PCs. Although the process of opening self-extracting zip files is very simple, some readers have reported problems with it. I have written some detailed instructions, which are in a PDF file. To open it, click this link:
Instructions for self-extracting zip files
Coppock Spreadsheets
Part of my investment plan uses the Coppock Indicator. There is a full description of the indicator and the way I use it in my book Building Wealth in the Stock Market. Unless you are very familiar with my methods, please read the book before attempting to use the Coppock indicator.
I have created an Excel Workbook containing spreadsheets for the calculation of the Coppock indicator, for the Australian market, based on the ASX All ordinaries Index and for the other major world stock market indexes: Dow Jones Industrial Average (DJIA), S&P500, NASDAQ Composite, FTSE100 (UK) and Nikkei225 (Japan). The calculation steps are shown across the top of the columns, so they may be updated by hand if necessary. The workbook is in xlsx format (Office 2007). If working in an earlier version, please first download the free compatibility pack from Microsoft's web site at http://www.microsoft.com/downloads/details.aspx?FamilyId=941B3470-3AE9-4AEE-8F43-C6BB74CD1466&displaylang=en
This file is a selfextracting zip file.
Australian Fundamental Data
The file containing Australian fundamental ratios is called AUSYIELDAFR. The data are monthly. The file has the following fields:
10YBY(10 year bond yield).
90DBY (90 day bill yield)
The data were originally sourced from a variety of sources, including The Australian Financial Review and Australian Reserve Bank publications and should be taken as indicative only. The file is now being sourced from the Reseve Bank of Australia website and The Australian Financial Review .
ORDSDY (All Ordinaries dividend yield).
ORDSPE (All Ordinaries price earnings ratio).
The data were originally sourced from Shares magazine. Since July 2001, the data have been sourced from The Australian Financial Review. The ratios for the last date in the file will sometimes be slightly earlier than the last day in that month, because the figure for the date closest to the end of month was not available in time. That ratio will be updated to the closest to end of month figure in the file published at the end of the following month.
EY (All Ordinaries earnings yield). This has been calculated by dividing 100 by the ORDSPE field.
There is also a file containing the number of new floats on the ASX. This data file is called NEWFLOATS. The data are monthly.
The data were originally sourced from Shares magazine and AFR Smart Investor magazine. The data are now collected from the ASX web site.
The files are available in both Insight Trader and ASCII format. Click on the link below for the file type you require:
These files are self-extracting zip files.
Insight Trader format data
ASCII format data
Insight Trader Format Data
Copy ALL of the files beginning with A into your Winit/A folder. Copy ALL of the files beginning with N into your Winit/N folder. To plot the files enter the filename as if it was a security code. There are additional instructions on how to plot the fields in this file in the Ask Colin section of the website at (click here).
ASCII Format Data
These are essentially text files. They can be opened in Microsoft Word by setting the file type to All Files. They can also be brought into an Excel spreadsheet using Data/Import External Data.
Warning:
I take all care to calculate and update these spreadsheets and data files, but they may contain errors, which will be fixed when discovered. If you are relying on these files for investment decisions, you are advised to carry out your own checks of their accuracy. If errors are found, I appreciate being advised.
Position Size Calculator
I have developed a spreadsheet for the calculation of position size. There is a full description of my investment plan and the way in which I use the position size calculator in my book Building Wealth in the Stock Market. Unless you are very familiar with my methods, please read the book before attempting to use the position size calculator.
It is in an Excel xlsx (Office 2007) spreadsheet file.
The spreadsheet has been created with all care, but I disclaim any responsibility for errors that it may inadvertently contain. You should check the underlying logic carefully and ensure you completely understand it before using it.
This is a self-extracting zip file.
My Insight Trader Chart Arrangement
The way in which I look at charts of stocks is based on a template. Below are the instructions for creating the Saved Chart Arrangement which I use in Insight Trader charting software.
Set Preferences
Launch Insight Trader
Format
Preferences
in White space before chart axis, enter 30
Tick Logarithmic
Tick Maximise new charts
Tick Partial bars to period end
OK
Save configuration - click Yes
Create Saved Chart Arrangement
Click the Quick Chart icon (first from the left)
V (to remove volume if not required)
N
Enter TLS in File Required (or a stock code of your choice)
Shift + W
X
S
In From (ddmmyy)=, type -1500
Tab
In To (DDMMYY)=, type @+4
Click OK
Click Add New Chart icon (the second icon from the left)
In Code to Load type TLS
Make sure Chart in New Window is selected
Click OK
Shift + M
X
S
In From (ddmmyy)=, type -5500
Tab
In To (ddmmyy), type @+30
Click OK
Windows
Save Arrangement
Type in five spaces, then Template (the spaces force this arrangement to the top of the Saved Chart Category, use more spaces if you need to)
Click OK
Further Instructions
Copy this saved chart arrangement into each of your Saved Chart Categories
To reach the template at any time: Alt + Q
I now have a wide screen laptop, which allows more bars to be displayed well. For the weekly chart arrangement, I am using 1770 periods (five years) and for the monthly chart arrangement I am using 7300 periods (20 years). The monthly chart arrangement parameter may not be suitable if your database does not go back 20 years.
Technical Analysis Filter 23 June 2004
(See Chapter 11 of Building Wealth in the Stock Market)
To download the PDF file, click on the link below:
Technical Analysis Filter 23 June 2004
Fundamental Analysis Filter 15 September 2004
(See Chapter 11 of Building Wealth in the Stock Market)
To download the PDF file, click on the link below: