Data Packages FAQ

Some stock market packages provide history for the "last 10 years" (or 20 years). How does that work?

History is initially provided back to 1st January 10 years ago (or 20). Each year after that, on 1st January, the history extent is re-set to 10 years (or 20).

Some stock market packages include "Fundamentals". Do you provide historical data for fundamentals?

No. The information is on a latest company report basis.

What does it mean if a symbol has a prefix?

Symbol prefixes are used to identify items in the database that aren't exchange-traded. The following conventions apply -

        $ = Index
        # = Economic or Market Indicator
        % = Interest Rate
        @ = Cash Commodity
        & = Continuous Futures Contract

How are symbol overlaps between AU and US stocks handled?

AU Stocks are given the country suffix .au; US Stocks have no country suffix.
Note: This solution was introduced in October 2019 with the release of version Previously, AU stocks were only given the country suffix if US Stocks were also present. Your database may reflect the "old" solution or the "new" depending on when you subscribed.

Do you sell, or provide, lists of historical index constituents?

A stock market subscription at the Platinum level (or above) provides useful access to information about historical index membership but only in the context of a system test (membership of an index can be stipulated as a buy condition).
The problem with "raw" lists of historical index constituents is that subsequent name/symbol changes and other events have to be investigated and taken into account for the lists to be of any use. For instance, the old "General Motors" (GM) stock was removed from the Dow Jones Industrial Average in 2009 and finally deregistered in 2011, when its last known name/symbol was "Motors Liquidation Company" (MTLQQ). The symbol "MTLQQ" would not appear in any historical record of Dow constituents and the symbol "GM" may not appear in any database of delisted securities. The name/symbol "General Motors" (GM) should appear in a database of currently-listed securities, but not as the stock that was in the Dow prior to 2009.