Importing CSV Returns

You can import CSV files into the Estimator as asset return series or benchmark return series.   Remember that CSV files are limited and demand more from the application, which can lead to errors.  Please review imported CSV files carefully.

Preparing a CSV Return Series:

• The first column heading in a CSV return series file should be "Date".  

• Use the asset name at the top of each asset column.  

• The date should be in MM/DD/YYYY format.

• Returns should be in decimal notation, not percents.  For example, the Estimator takes "1" as 100% and "0.5" as 50%.

• Do not include asset descriptions.

Importing a CSV Return Series

1. Click on the Load Menu in the NFA ribbon.

2. Select the Import CSV Return Series option from the Import sub-menu.  The Import ReturnSeries from CSV Window appears.

3. Navigate to the saved file.

4. Double click on the file, or click the Open button.

5. Several warnings may appear about assets with the same name or dates that don't match.  You may need to adjust your file before trying again.

6. Review the data on the Returns Worksheet.

7. Ensure that the Estimator figured the period correctly.

See Saving Files for information on exporting return series as CSV files.