TradePerformance

How do I create a dataset by hand?

+ New dataset, give it a name, pick daily log or event log, set the instrument, then add columns — computed ones from the dropdown, manual ones you define yourself.

The modal is a short form and one list.

Step by step

  1. Press + New dataset in the desk header.
  2. Give it a name. This is what shows on the desk, so name it after the question rather than the mechanism — "Gap fills — ES" reads better six months later than "Dataset 2".
  3. Choose the kind. Daily log for one row per session, which is what you want unless you are recording things that happen several times a day. Event log for those.
  4. Set the instrument — the ticker whose daily bars the computed columns will read. Leave it out only if nothing here is going to be computed.
  5. Add computed columns from the + Computed column… dropdown. Each one arrives with its own label and type already set.
  6. Add manual columns with + Manual column, then rename each one and pick its type — category, number, boolean, date, time, link or text. A category column takes a comma-separated list of its options.
  7. Press Create dataset. If it has computed columns and an instrument, the backfill runs immediately and tells you how many days it filled.
the + New dataset button in the desk header
the + New dataset button in the desk header
the New dataset modal: name, kind, instrument and the column editor
the New dataset modal: name, kind, instrument and the column editor

A dataset is not frozen once made. Columns get added later — by you, by the edge scan, or by the Ask bar — and every addition backfills across the whole history rather than starting from today.