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Using a CSV/Excel File to Trade/Rebalance

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    Using a CSV/Excel File to Trade/Rebalance

    Is there a way or a specific code that I can implement to make NT8 trade from a CSV file, or Excel? For example, I have a list of about 125 tickers with the exact amount of shares I want to buy of each on the file. I would like to be able to input this file somewhere or have NT8 read it somehow to check the number of shares, if any, of those stocks within my portfolio and trade accordingly to make sure my brokerage account (TDA) portfolio is built up of the same stocks. Essentially, a system that reads a CSV file and rebalances my portfolio from it. Possible?

    #2
    Hello chasep7328,

    Thank you for your post.

    You can use StreamReader to read from a file in your script. Please see this sample script that demonstrates reading from a file using StreamReader:



    If you have any further questions, please let us know.

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