📪How to upload a custom basket
This is a guide on how to upload a custom basket of constituents and weights.
Step 1: Navigate to the "+" icon on the left-hand side of the page to access the "Index Builder".
Step 2: Upload a basket of constituents and weights by clicking “Basket Calculation”.
You can upload a file which defines the constituents and weights for the backtest at each point in time.
Please ensure the file you upload is in the correct format.
Allowed file extensions: .CSV (if using excel, you must save the file as .CSV)
All date formats in YYYY-MM-DD (days and months must use trailing zeroes, e.g. 2020-01-01)
The weights must be in decimal format, e.g. 2% -> 0.02
No column headers except for those specified in the samples below
Symbols must be mapped to the symbol mapping provided below
Examples of preferred file formats (matrix or panel data format):
You can refer to symbol mappings for more information.
Step 3: Set your rebalancing specifics and benchmarks.
Step 4: Click “Create Backtest”.
Last updated