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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?

Information concerning historical index membership is only available to subscribers (at Platinum level or above) who are using a back-testing/analysis platform such as AmiBroker, RealTest, Wealth-Lab, Python or Zipline that can be linked to our database via a plugin. There are no lists showing historical additions to, or removals from, an index. Nor are there are any lists showing constituents at year-end. Instead, the plugins can deliver a true/false answer to the question of whether any stock (either currently-listed or delisted) was a member of an index on any day. This allows index membership to be stipulated as a buy condition in a system test.

Further explanation

I can't find company (insert name) or ticker (insert ticker) as a delisted stock. Why is that?

You may be assuming that a stock is necessarily associated with a particular company name and/or ticker. But company names and tickers are subject to change over the life-cycle of a stock. Furthermore, a name or ticker originally associated with one stock can later be used by another. A stock exists in our delisted database under its last known company name and ticker and not under any previous names or tickers. A stock only has one history.

Show example: the life-cycle of America Online. This was a famous company with an iconic ticker - AOL.