I would like to use Quantopia in order to filter through financial statements and not buy stocks but place orders and not fill them. i.e. make recommendations. Is it possible to import a CSV containing balance sheet data and analyze it using Quantopia and backtest an algorithm actually buying those recommendations? Basically can I do a DCF for multiple stocks at once and trade around the outcome of the DCF?
Hi Blake,
You can use Fetcher to import any external CSV into your algo. You can use the data as a signal to guide your stock decisions and log the relevant output. Recently we also implemented the ability to set a custom universe with Fetcher, which you can read about here. I hope this is what you're looking for, but if not, can you provide me with more context to help you out?
Cheers,
Alisa
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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian.
In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.