📪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”.