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✏️ Data Editor

The Data Editor lets you manually view, add, edit, or delete price data points and asset events directly from the asset detail page.

Asset Data Editor

🛠️ How to Use

  1. Click the Edit Data button (✏️📊) in the toolbar
  2. The editor panel opens with two tabs: Prices and Events
  3. In each tab you can:
    • Add a new row: click ➕ Add Row, fill in the fields
    • Edit an existing row: click on a cell to modify it
    • Delete a row: select it and click 🗑️ Delete
    • Import CSV: click 📥 Import CSV to bulk-add data
  4. Changes are tracked with a dirty count badge. Click Save to commit all changes, or Cancel to discard.
  5. Click Close (✕) to exit — other panels (signals, measures) are automatically restored.

💰 Prices Tab

The Prices tab shows all price data points for the asset. Columns:

Column Required Description
Date ✅ Date in YYYY-MM-DD format
Currency ✅ ISO 4217 currency code (e.g., USD, EUR)
Close ✅ Closing price
Open Opening price
High Highest price of the day
Low Lowest price of the day
Volume Trading volume

CSV Import Format

date;currency;close
2024-01-15;USD;145.50
2024-01-16;USD;146.10

Extended format with optional columns: 

date;currency;close;open;high;low;volume
2024-01-15;USD;145.50;144.00;146.20;143.80;1500000

📅 Events Tab

The Events tab shows all asset events (dividends, splits, etc.). Columns:

Column Required Description
Date ✅ Date in YYYY-MM-DD format
Currency ISO 4217 code
Type ✅ Event type (DIVIDEND, INTEREST, SPLIT, PRICE_ADJUSTMENT, MATURITY_SETTLEMENT)
Amount ✅ Numeric value (e.g., dividend per share, split ratio)
Notes Optional description

Auto vs Manual Events

Events generated by a provider (e.g., Scheduled Investment) are marked as auto and appear as read-only rows. They can be deleted but not edited. Manual events are fully editable.

CSV Import Format

date;currency;type;amount;notes
2024-03-15;USD;DIVIDEND;1.25;Q1 payout
2024-06-01;;SPLIT;2;2:1 split

⚠️ Stale Rows Toggle

The toolbar includes a stale rows toggle (switch). Stale rows are backward-filled data points — gap-fill entries copied from the nearest real data point. The toggle lets you show/hide them to focus on actual data. A counter shows how many stale rows exist.

🖱️ Chart ↔ Editor Navigation

Double-click a point on the price chart (or long-press on mobile) to scroll directly to that row in the editor:

  • Double-click a price point → scrolls to the Prices tab
  • Double-click an event marker → scrolls to the Events tab

When to use the Data Editor

The Data Editor is useful for:

  • Correcting erroneous price data from a provider
  • Adding historical data for assets without a provider
  • Filling gaps in the price history (e.g., missing dates)
  • Recording corporate events (dividends, splits) not captured by providers