Here is a 7 minute video about the installation and first use of the RRG Desktop application. A written introduction is found below the video.
- Download the installation file here
- Install the application on your computer
After the installation, the application will open up in the "Chart" tab which will be empty and showing a message saying that the "Websocket is closed due to wrong credentials"
This actually makes total sense as we have not entered any credentials to connect to our API which is what the application does every time it starts up and every time a new RRG is requested.
To enter your credentials switch to the "settings" tab and click in the area next to username and password.
Please use the credentials (username/password) that you have set when you registered for your account on www.relativerotationgraphs.com.
If you do not have an account yet please register yourself first here.
After you have entered your username and password (no need to hit enter, just click outside the box and your details will be saved)
Then click on the next tab "Your API privileges". You should see some data as in the image below. If this table is not populated you are not connected and you will not be able to render any Relative Rotation Graphs. You can refresh the connection by clicking the refresh button above the table
Please note that if you have just registered for your account, it can take up to 15 minutes before you will have access.
Now that the application has been installed and you have entered your credentials we can set-up access to the data on your local PC.
In order to be able to read your data, we need to tell the RRG Desktop application where it can find the data on your PC and how the layout of the files look.
This can be done on the tab "Data Management" - "CSV Data Setup".
Click "Open Test File" to pick one of your files as an example and set the layout. The application will tell you if it understands the layout and flash any errors when it does not. When you are done csave the settings and move over to the right side of the page.
Here we will tell the application where it can find the files. Simply click "Select base folder" and point to a folder that holds the CSV files in the format you have just specified. If you have organized your data in sub-folders (all in the same CSV layout) check the box "use all files in subfolder" and the program will be able to use all these data.
Creating a basket
Now that the application knows where it can find the data we can create a basket for display in a Relative Rotation Graph.
Click the tab "Basket Management" and set up one or more baskets by selecting ticker symbols from the right (which is the data-set located on your own PC)
If you have no baskets yet you will have to create a new basket first and populate it with ticker symbols.
If you already have some baskets defined you can select them and add or remove tickers from the basket as you wish.
Please note the message in the bottom left (yellow shaded area) which tells you whether you are still within the limits of your privileges. Also, remember to set one of the tickers in the left pane as the benchmark for that universe. You cannot save a universe if the benchmark has not been set.
Render a Relative Rotation Graph
Once we're all set and a basket is defined we can go back to the "Chart" tab and draw an RRG.
Simply choose a basket from the draw down box and click Get RRG Data. The chart should show up in a few seconds