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Retrieve Data with the Datafeed Dialog Box

The Datafeed dialog box establishes the connection with the data server and manages data retrieval. Use this dialog box to connect to and retrieve data from the following service providers:

  • Bloomberg®

  • Interactive Data™

  • Yahoo!®

To display this dialog box, enter the dftool command in the MATLAB® Command Window.

The Datafeed dialog box consists of two tabs:

The following figure summarizes how to connect to data servers and retrieve data using the Datafeed dialog box.

The Datafeed Dialog Box

Connecting to Data Servers

  1. Click the Connect button to establish a connection.

  2. When the Connected message appears in the Status field, click the Data tab to begin the process of retrieving data from the data server. For details, see Retrieving Data.

  3. Click the Disconnect button to terminate the session highlighted in the Current Connections box.

For Bloomberg data servers, you must also specify the port number and IP address of the server:

  1. Enter the port number on the data server in the Port Number field.

  2. Enter the IP address of the data server in the IP Address field.

  3. To establish a connection to the Bloomberg data server, follow steps 1 through 3 above.

      Tip   You can also connect to the Bloomberg data server by selecting the Connect button and accepting the default values.

Retrieving Data

The Data tab allows you to retrieve data from the data server as follows:

  1. Enter the security symbol in the Enter Security field.

  2. Indicate the type of data to retrieve in the Data Selection field.

  3. Specify whether you want the default set of data, or the full set:

    • Select the Default fields button for the default set of data.

    • Select the All fields button for the full set of data.

  4. Click the Get Data button to retrieve the data from the data server.

  5. (Optional) Click the Override button if you want to set overrides on the data you request from the data server. For details, see Setting Overrides.

The following figure summarizes these steps.

Setting Overrides

To set overrides on retrieved data:

  1. Click the Override button. The Override values dialog box opens.

  2. Select the field to override from the Override fields selection list.

  3. Enter the desired override value in the Override value field.

  4. Click Add to add the field to override to the Override field settings list.

  5. Click Apply to apply overrides to the current session and keep the Override values dialog box open, or click OK to apply the overrides and close the dialog box.

The following figure summarizes these steps.

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