Custom Series
Upload your own history and use it like any ticker — private to you, shareable with your team.
Why it helps
- Your data as a real symbol — Each upload gets its own ticker ($S…) that works in symbol search, charts, compare and correlations.
- Private by default — Nobody can open a series or its ticker except you and the people you share it with.
- Share with your team — Grant a teammate or a whole team Viewer or Editor access through the standard Share dialog.
- Checked before it is saved — The file is read back to you first, so a mis-read date or decimal is caught before anything is created.
How to use it
- Open Custom Series — My › Custom Series, then + New Series.
- Choose the file — A CSV, TSV or TXT of dates and prices. Pick the column layout — Date, Close up to Date, Open, High, Low, Close, Volume — or let the header row decide.
- Read the file — Check the rows, date range and sample values we read back. Only the columns in your file are shown.
- Name it and create — Give it a name and currency. The series opens on its own page with the stored numbers.
- Use it anywhere — Open in Chart or Compare, or find it under My Series in symbol search.
- Share it — On the series page, Share grants a teammate or team access. Editors can rename and replace data; only you can delete it.
What's in it
- Flexible layouts — Date + close, close + volume, OHLC or OHLCV, with or without a header row.
- Date and number formats — ISO, US and European dates; thousands separators, currency signs, % and (negative) values; semicolon files read as European decimals.
- Replace data — Re-upload over a series and its ticker stays the same, so saved charts keep working.
- Line charts for close-only data — A series without an intraday range draws as a line instead of flat candles.
- Limits — Up to 50 series per user, each up to 10,950 dated rows (about 30 years of daily data), 8 MB per file.
FAQ
Who can see my series?
Only you, plus anyone you share it with. Its ticker cannot be opened by anyone else, even if they know it.
Why does my chart show a line, not candles?
Your file had closing prices only, so open, high and low equal the close. It is drawn as a line so it stays readable.
What happens when I delete a series?
Its ticker, price history and every share are removed together.
Can I update the data later?
Yes — Replace data re-reads a new file into the same ticker.
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