What about Index-Lab as a companion of WL 5? I am missing this quite useful tool. Are there any plans to implement the functions of Index-Lab (via an extension for example)?

Re-engineering Wealth-Lab is a complex task. The functionality is released in phases. Everything has to be reimplemented under the new .NET platform. Eventually the add-ons like Reports-Lab or Index-Lab will return.

I started to work with Index-Lab. Is it possible to rename individual indices?

I'd like to say anything is possible, but in this case there isn't a provision to change an Index symbol once named.

Renaming an index is a three-step procedure.

Assuming Windows 7, here's the base data path:

C:\Users\Windows username\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\

1. Edit the Symbol tag in the index XML definition file:

..\CustomIndices\Your Index.xml

2. Edit the DSString tag in the DataSet's XML file:

..\DataSets\Index-Lab Daily.xml (for Daily; for every time frame the file name is different)

3. Rename the file itself:

..\IndexStaticProvider\Daily\YOUR INDEX FILE.WL.

NOTE: the symbol must be in UPPERCASE everywhere, or renaming may not work out.


Note that since it's a "hack", it's manual, error-prone and therefore unsupported, so you're on your own.

As I was saying, anything is possible but there is not provision for it. Recreating the index with a new symbol is MUCH easier!

You're absolutely right :)