This process will setup UA with the sample stock data files, and set the preferences and options correctly for Trading Blox. You can then add and delete markets as necessary.
Note that all the file settings need to be correct. They should be setup automatically by the stocks portfolio, but if they are not, then use the Portfolio Select All menu item, Portfolio Edit File Settings, ASCII Preferences button, Edit Portfolio Options, and then check the tabs as per the screen shots below. Rebuild all the files as necessary.
Note the directory (third column in the listing is the directory) in which these files are located – probably C:\ua\Files\Stocks.
In Trading Blox Edit/Portfolio, create a new portfolio and add all the stocks you want to test. Note that the symbol will be the description and the exchange will be unkown. This is because there is no Stock Dictionary yet. But the File Name and Folder Location should be correct. You can now run a test using this new portfolio.
To add new markets to this UA portfolio:
Build the data files as necessary.
Open Trading Blox and use the Portfolio Editor to add these new markets to a Trading Blox portfolio to use in testing.
If you have problems, start by checking the data files in UA. Find the location of the data files (probably C:\UA\Files\Stocks) and make sure the files are as expected. Symbol name with a .txt for all the markets you want.
Now you can use this new Trading Blox portfolio called “ua stocks” in your testing.
Note that you have no stock dictionary yet, so the stock symbol is also the stock description, and the currency is assumed to be the system wide base currency of Trading Blox as set in preferences.
To create the optional Stock Dictionary use the Build Stock Dictionary option in Trading Blox preferences. This will create a stock dictionary for the markets you have in your stock data folder. Note that if you add new markets to the stock data folder, they will not be available in Trading Blox until they have also been added to the Stock Dictionary, either manually or by running this process again. It’s sometimes easier to not create the dictionary, so you can just add new markets to the data folder easily.
And as an advanced topic, if you work with delisted stocks, or have non unique symbol names from different exchanges, you should export your CSI files using the CSI Number as the file name rather than the symbol. First delete all the files in the UA\Files\Stocks folder, so this rebuild will be a clean fresh list of files. Then check this box, and rebuild all your files.