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Data

Data Maintenance

This page handles ingestion only. Screening and backtesting still run from local stored data after ingestion finishes.

Use This Page In 3 Stages

Stage 1
Load The Past
Use Initial Data Load when you are building a fresh live dataset and want historical price history in the database.
Stage 2
Fill Fundamentals
Use Fundamentals Load if company statement data is missing or thin and you want to backfill it before screening.
Stage 3
Keep It Current
Use Daily Maintenance after the base dataset exists. This is the normal day-to-day updater.

Shared Universe Selection

Pick the universe once here. If you use Manual ticker list, the same list is reused by Historical Price Backfill, Fundamentals Backfill, and Manual Price Catch-Up.

Using: AAPL, MSFT, NVDA, GOOGL

Data Status

Loading data status...

Dataset Counts

Stage 1: Historical Price Backfill

Use this once to seed the database with past prices for the selected universe; after that, Stage 3 becomes the normal upkeep flow.

Uses the shared universe selection above.

Stage 2: Fundamentals Backfill

Use this after prices are in place if company statement history is still thin or missing, or if you want to fill a smaller manual list before screening.

Uses the shared universe selection above.

Stage 3: Daily Maintenance

Use this for normal day-to-day upkeep after the historical backfill is done; it refreshes prices across the configured maintenance universe and rolls fundamentals forward from SEC filings.

Maintenance universe: SP500

Manual Price Catch-Up

Secondary tool for one-off manual top-ups.

Use this if you want a one-off manual price catch-up for a selected list. Most users can rely on Daily Maintenance instead.

Uses the shared universe selection above.

Local Database Housekeeping

Secondary tools for imports and stored outcomes.

Import the current canonical CSV files into SQLite, or backfill stored forward outcomes after a data upgrade.

What To Check After A Run

After any run, check that:

  • Last price update looks current.
  • Prices and fundamentals counts are rising as expected.
  • Tickers with fundamentals is growing over time.
  • The run logs below show completed rather than failed.

Ingestion Logs

IDProviderModeUniverseStatusStartedCompletedSummary