List Converter Tool      Back to Previous

 

The List Converter tool allows you to easily copy and paste a list from an external file and format the list for use in Vector Securities. You may either import the list from an external text, CSV or Excel file or copy and paste the list into an entry box. This utility converts the list of values into a semicolon separate string of values for use in entry fields within Vector Securities. You may use it to format a list of CUSIPs, deals, pools or zip codes to be used in Vector Securities. This tool improves the ease of use to get your list into a prompt that requires specific formatting within Vector Securities.

Note:    This tool opens in a new browser window.

·        Convert a list in a file

·        Convert a list copied into the tool

Convert a List in a File      Back to Previous

The tool allows you to convert a list contained in a text file (i.e., text, CSV or Excel format). You specify the location of the file and the tool converts the list into a semicolon separated string.

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Access the List Converter from the task icon drop down menu on the toolbar.

Note:  This tool opens in a new browser window.

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Click the browse button to search for and select the source file that contains your list of data elements.

 

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Once the file path and name are updated to the entry field, click the Load button to load the data values from the specified file.

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Once the file is loaded, the page is refreshed to display the converted list formatted for use in a prompt within Vector Securities.

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With the converted list displayed, click the Copy Text button to copy the list to the clipboard.

 

 

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You can then navigate to a prompt page and paste the formatted list into the prompt.

In this example, a list of CUSIPs were converted for use in defining a Portfolio Filter.

 

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Convert a List Copied into the Tool      Back to Previous

The tool allows you to convert a list that you have copied into the entry field. You copy the list of items from a source file and paste it into the tool then convert the list into a semicolon separated string.

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Access the List Converter from the primary option links at the top of any page within Vector Securities

Note:  This tool opens in a new browser window.

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Access your source file and copy the list of items you wish to convert.

 

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Paste the list into the entry field on the List Converter Tool.

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Once the list is copied into the entry field, click the Submit button to convert the list.

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The converted list is displayed in a new list field.With the converted list displayed, click the Copy Text button to copy the list to the clipboard.

 

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With the converted list displayed, click the Copy Text button to copy the list to the clipboard.

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You can then navigate to a prompt page and paste the formatted list into the prompt.

In this example, a list of CUSIPs were converted for use in defining a Portfolio Filter.

 

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