Transfer of chart annotations from WLP to WLD

bliss

#1

8/5/2020 3:38 AM

I signed up and activated WLD today as a Fidelity Customer and WLP user.
As a starting point, I'm using Yahoo as my new data source.
Would like to transfer my chart annotations from WLP (w/Fidelity Data) for use in WLD (w/Yahoo Data).
Please advise if that can be done and how I would implement the transfer.

Bill C

Eugene

#2

8/5/2020 5:26 AM

They are contained in DrawingObjects.Standard subfolder of the WLP data folder under AppData/Roaming. I believe the Migrator tool (the link is in your transition email) should migrate this and other folder automatically. Excluded are Fidelity DataSets (for now but we're working on migrating them to other sources like Wealth-Data, IQFeed and Yahoo) and Fidelity data.

bliss

#3

8/5/2020 12:44 PM

Very encouraging that the annotations are likely preserved using the migration tool.
Will try the tool, but have no idea how to verify that the specific transfer of data occurred.

Presumably, the annotations will be available to WLD regardless of the original data source they were generated with.
However, your statement suggests the migration process does not yet have the capability that I need....
"we're working on migrating them to other sources like Wealth-Data, IQFeed and Yahoo"
.
Is that correct?
Can you advise when that feature be available and what I should look for to know that its functional?

Eugene

#4

8/5/2020 1:15 PM

QUOTE:
Presumably, the annotations will be available to WLD regardless of the original data source they were generated with.

Yes. As long as you have the data in WLD that matches the bar scale and instrument, it will be picked up automatically. For example, if you have some drawing objects for AAPL in Daily scale then create and update a Yahoo! DataSet with AAPL (or simply open a chart of AAPL with on demand data update enabled) and voila - they will be displayed.

For intraday data it gets slightly more complicated because as Yahoo is EOD only. That gap can be filled by e.g. IQFeed provider (requires paid subscription).

bliss

#5

8/6/2020 4:11 AM

Ok thanks, Was able to successfully migrate most of my annotations for EOD.
The ones that remain are those with different names between Fidelity vs Yahoo.
Examples...
.DJI vs ^DJI
SPX vs ^GSPC
.DXY vs DX-Y.NYB
etc.....

Is there any way to transfer these?

Not ready to deal with intraday data yet, as I haven't decided on a replacement service.

Eugene

#6

8/6/2020 5:09 AM

Let's ask @Cone as I submitted my DataSet conversion routine to him. But he's really busy with IQFeed these days.

You can really help by passing on the complete list of tickers specific to Fidelity like .DJI .SPX .DXY here.

Cone

#7

8/6/2020 9:53 AM

It's not practical for us to guess all the symbol changes required to offer this feature in the migration tool. But you can do it yourself quickly by modifying the fidoSymbols and newSymbols arrays in the code below...

Instructions:
1. After performing the migration...
2. Open Wealth-Lab Dev, New Strategy window and paste the code below. Compile.
3. Edit the symbol arrays as you require. Make sure that if you have 4 fidoSymbols there are 4 corresponding newSymbols too!
4. Click any symbol to run the script.
5. Check the Debug log to see the changes (or errors, which could occur if the new symbol file already exists).

CODE:
Please log in to see this code.

Size:

Color:

It's not practical for us to guess all the symbol changes required to offer this feature in the migration tool.  But you can do it yourself quickly by modifying the fidoSymbols and newSymbols arrays in the code below...

[b]Instructions: [/b]
1. After performing the migration...
2. Open Wealth-Lab Dev, New Strategy window and paste the code below.  Compile. 
3. Edit the symbol arrays as you require.  Make sure that if you have 4 fidoSymbols there are 4 corresponding newSymbols too!
4. Click any symbol to run the script.
5. Check the Debug log to see the changes (or errors, which could occur if the new symbol file already exists).

[code]using System;
using System.Collections.Generic;
using System.Text;
using System.Drawing;
using WealthLab;
using System.IO;
using System.Windows.Forms;

namespace WealthLab.Strategies
{
	public class AlterChartAnnotationSymbols : WealthScript
	{
		protected override void Execute()
		{
			ClearDebug();
			string drawingPath = Path.Combine(Application.UserAppDataPath, @"Data\DrawingObjects.Standard");

// Edit this with your symbols.
			string[] fidoSymbols = { ".DJI", "SPX",   ".DXY",     ".NDX" };
			string[] newSymbols  = { "^DJI", "^GSPC", "DX-Y.NYB", "^NDX" };

DirectoryInfo di = new DirectoryInfo(drawingPath);
			foreach (DirectoryInfo dirInfo in di.GetDirectories())
			{
				for (int n = 0; n < fidoSymbols.Length; n++)
				{
					string symbolfilename = ConvertSymbolName.ToFileName(fidoSymbols[n]) + ".DRW";					
					string filepath = Path.Combine(dirInfo.FullName, LetterFolder(fidoSymbols[n]), symbolfilename);
					string movingstr = "init";
					if (File.Exists(filepath))
					{
						try
						{
							string newsymbolfilename = ConvertSymbolName.ToFileName(newSymbols[n]) + ".DRW"; 
							string newfilepath = Path.Combine(dirInfo.FullName, LetterFolder(newSymbols[n]), newsymbolfilename);
							movingstr =  "moving: " + filepath + @" to: " + newfilepath;

FileInfo fi = new FileInfo(filepath);							
							fi.MoveTo(newfilepath);
							PrintDebug(movingstr);
						}
						catch (Exception ex)
						{							
							PrintDebug("Error " + movingstr);
							PrintDebug(ex.Message);
						}						
					}					
				}
			}
			
		}

string LetterFolder(string symbol)
		{
			string result = string.Empty;
			if (Char.IsLetter(symbol[0]))
				result = symbol[0].ToString().ToUpper();

return result;
		}

static class ConvertSymbolName
		{
			private static char[] illegalChars = new char[] { '\\', '/', ':', '*', '?', '"', '<', '>', '|' };

public static string FromFileName(string fileName)
			{
				foreach (char c in illegalChars)
				{
					fileName = fileName.Replace("%" + (int)c, c.ToString());
				}
				return fileName;
			}

public static string ToFileName(string symbolName)
			{
				foreach (char c in illegalChars)
				{
					symbolName = symbolName.Replace(c.ToString(), "%" + (int)c);
				}
				return symbolName;
			}
		}
	}
}[/code]

bliss

#8

8/6/2020 6:23 PM

Ok thanks.
Ran that script, with one symbol change.
Changed NDX to BTK.
Got error that you said to look for but don't know how to resolve?

\^GSPC.DRW
Cannot create a file when that file already exists.

moving: C:\Users\BillC\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\DrawingObjects.Standard\Monthly\S\SPX.DRW to: C:\Users\BillC\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\DrawingObjects.Standard\Monthly\^GSPC.DRW
moving: C:\Users\BillC\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\DrawingObjects.Standard\Weekly\S\SPX.DRW to: C:\Users\BillC\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\DrawingObjects.Standard\Weekly\^GSPC.DRW

Got this error too

Error moving: C:\Users\BillC\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\DrawingObjects.Standard\Daily\S\SPX.DRW to: C:\Users\BillC\AppData\Roaming\Fidelity Investments\WealthLabDev\1.0.0.0\Data\DrawingObjects.Standard\Daily\^GSPC.DRW
Cannot create a file when that file already exists.

bliss

#9

8/7/2020 3:49 PM

Changed the problem symbol to .IXIC and ^IXIC and was able to successfully compile the strategy for DJI, IXIC, DXY and BTK.
Saved it, but have no idea how to use it to update the files.
Nothing shows on any the the charts when pulled up.
Opened strategy with one of the symbols and nothing shows.
Summary says "Chart is static (strategy is not active)"
Have no idea how to program the system, just trying to port my annotations over so they're available every time I pull up the specific chart.

Cone

#10

8/7/2020 11:33 PM

Either you had been creating drawings with Yahoo! data previously or you ran the script twice. The errors occur when a drawing file already exists. I should have anticipated that and provider a "click OK to delete" message. I can't work on that right now, but you can just go to the file location shown and delete the DRW file(s) in the WealthLabDev folder and then run the script again.

It's hard to say where the problem is from here. So let's start here:
1. Please show me the lines that you edited
2. Please zip and attach one or two of your Fidelity .DRW files so that I can test them.

bliss

#11

8/8/2020 5:52 PM

Thanks very much Cone, apologize for my lack of understanding of the code and running scripts.
Spent time looking at directory structure and found an easier way for me.

See now most Fidelity indices were stored with %2E naming convention and came over with the migration tool.
For example .DJI = %2EDJI.DWG and resides in the associated WLD directories for daily, weekly, monthly scales.
Seems all I need to do is rename those files to Yahoo equivalent, ^DJI.DWG in each directory.
Already changed and moved my DXY drawings to appropriate folder as test case and it worked fine.
Don't have that many to do, so this manual approach is reasonable.

Thanks for your support and sorry for the inconvenience.

Bill C