Stock Investor Pro Getting Started

» Continued from... The Help System: Learning to Use and Navigate The Software

Stock Investor Utilities: Database Management Tools

Stock Investor Pro provides several utility functions that will help maintain the database files (Figure 4). As these utilities must be run outside of the program, a special menu option was created called Stock Investor Pro Utilities—located in the AAII program group. Remember to make sure that Stock Investor Pro is not already running before using any of the functions in Utilities.

Backup User Files

This will back up all the necessary files used to store your screens, portfolios, views, notebooks and custom fields. Once selected, you will be prompted to enter a destination for the files. Select the ‘…’ button at the right to choose the location from a directory tree.

Restore User Files

This function will restore all the necessary files used to store your screens, portfolios, views, notebooks and custom fields. When selected, it will prompt you to find the location of the backup files. Once located, click OK to restore.

Pack User Files

Using the Delete option for removing screens, views, portfolios, etc., from within the Stock Investor Pro program does not truly remove the entries from the user files. In actuality, it only marks them as “deleted,” causing the program to no longer make them visible. The Pack User Files option is provided as a means to clean up your deleted user files. It will actually remove the entries from the user files and thereby reduce the file sizes.

Figure 4.
Stock Investor Pro Utilities program helps in the maintenance of the database and user fields.
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Calculate All Custom Fields

This option acts the same as the Recalculate All option from within the program. It is placed here for convenience, as calculating should be performed after restoring user files. This option will go through each custom field that you have created and apply it to each stock within the program. Until the calculations are performed, you will be unable to use your custom fields in a screen, view or other custom field.

Check Portfolios

This should be run each time you use the Restore User Files option or install a data update. It examines the portfolios that you have created within the program and ensures that Stock Investor Pro is still tracking all the companies in them. A notice will appear at the conclusion informing you of the number of stocks that are no longer tracked. If you have a printer, you can print a report listing the tickers that are no longer in the database.

Load Predefined Data

AAII provides a set of pre-established screens, views, portfolios and custom fields to utilize within the program. Although you should be given the option to load this set of data during the installation process, you may need to come back later and reload it. If you declined the initial offer to install predefined data and later wish to do so, simply select this option.

Reindex All Files

This option should be used if you suspect that the database indexes might be corrupt. Some signs of this are:

When trying to rank companies, they do not appear to be in order; or

You get an explicit error message informing you that the “Index Is Corrupt and Needs to be Repaired.”

Purge Data Files

Occasionally, our data providers stop providing us with certain data fields. The “purge” utility removes these “extinct” fields from any user-defined items, such as screens, views and custom fields.

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