Initial Connection and Data Population

This section describes the data that will be installed on your PC as a result of the initial Installation of the Stock Investor software on your PC.

The connection to the HUBB data server, and the establishment of your data account with HUBB, takes place during the Registration dialog sequence of the Startup Wizard.

For more information, refer to the Product Registration help topic.

After this point in the registration process, the following data will be installed on your PC:

Symbols

During the Registration process you are prompted to select the Markets that you want to download.

This will determine which symbols are downloaded and stored on your PC in full market groups.

Symbols are the reference tool by which Stock Investor retrieves both price and fundamental data from the remote server. If you do not have the symbols for a market on your PC, you will not be able to retrieve data for those securities even though Stock Investor indicates that the markets are available.

Symbols for equities are added to your machine in Market sized groups.

The initial registration update will install all of the symbols for the selected markets onto your PC. They can now be used by Stock Investor to retrieve price data.

You can later change the markets for which you have retrieved symbols, or add the symbols for new markets as they become available, using the Symbols Maintenance Wizard.

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System Data

All system data, such as default interest rates, currencies and cross rates, as well as market data relating to the markets selected previously, will be downloaded.

This system data will be kept up to date by the Update Manager.

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Price Data

During the installation process, a price data database will be established using the symbols and once you begin using Stock Investor it will be populated with individual Data-on-Demand downloads for individual symbols.

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Fundamental Data

Fundamental Data is referenced using the stock symbols.

Fundamental Data is not stored locally on the PC.

Each session the required Fundamental Data is retrieved from the server for display.

At the end of each session the data is discarded.

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