Hi all,
I am using aggregate series as an input to my ranking system, is it possible to atuomatically or batch update them each week? Otherwise I have to remember to click through each one, update and save.
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Does anyone have any ideas for this? Would it be possible to make a function in the API to be able to update it? I understand auto-update is not feasible but something that could help me automate it would be much apprecaited.
There was another post which mentioned this.
The agg series will be updated if they are used in a live strategy. I created a simple live strategy that is set to auto rebalance every week and I added a rule like this for each of my agg series which I want updated automatically: Close(0,GetSeries("staples vs discresionary")) or 1
The only potential issue is the execution order. I don’t know if there is a way to guarantee that the live strategy above would be executed (and update the agg series) before the agg series was used by your ranking system. If that ends up being an issue and nobody offers a solution, there are API endpoints for rebalance and commit of a live strategy, but then you also need to write something to execute the script each week. Seems like a lot of work, but I mentioned it since you asked about the API.
Hmmm ok thanks, I tried using the aggregate series in a screen and then running the screen but on the aggregate series page it still says last updated “09-18-2025”, but should be “09-19-2025” if it updated. Or does it only update to the last week?
I am having a similar issue.
I have an Aggregate Series I would like to auto update in a Live Sim. I have it referenced in the buy rule with an “or 1” as described above. It is also referenced in Hedge entry/exit rules within an SMA(). However, in the Aggregate Series menu it still shows that it was last updated 10/25 despite the Live Sim running today for rebalance. Any ideas? What am I missing? Thanks
Try logging out and back in. The Aggregate Series page may be cached.
Sorry I should have said I tried that already. And again I just logged out and used a different browser and it still shows 10/25 despite being referenced in a Buy rule and Hedge rule in a Live Sim that ran today.
Ya that never worked for me either, still looking for a way to get it to work…
I can confirm that caching happens. So there's another problem to examine. If you want to provide a URL to the Live Strategy, I'll take a look.
OK I messaged you. Thanks
Clarifying Aggregate Series Updates in Strategies
There's been some confusion about whether Aggregate series are being updated in Strategies. This happens because users are checking different locations for update information.
The About section and the Chart display different dates:
- The About section shows when you last manually updated the series
- The Chart reflects the actual current data/date, including automated Live Strategy updates
This means automated updates won't change the date shown in the About section, even though your Series is being refreshed.
When the series is not current, a message will be displayed on the chart: "Series data is NOT current. Data last saved [date] with end date [date]. Click 'Update' to make current."
To trigger an update, it is sufficient to use GetSeries("SeriesName") in the Buy/Sell/Hedge rule. Accessing an Aggregate Series in screen rules, direct references in formulas (not inside functions like FHist()), and dynamic weight formulas will also trigger updates.
This clarification should help establish expectations and reduce confusion going forward.
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Still doesn’t work, I still get the Series data is NOT current, after calling the series in a live strategy buy rules.
And which series is not updated? What is your workflow? You manually update the Strategy list and then other strategies?
I manually updated all of them earlier today, so you’ll have to wait until tomorrow to check.
To do it manually, I just go to aggregate series > chart > update > save.
Ok, I'll check tomorrow. But what is the workflow you want to have? The Strategy you provided is set to Manual updating.
it has nothing to do with the strategy - after I manually update the agg series, I pull them through the API.
That strategy was just made to try to auto-update the agg series.
When its working, if i just press auto-rebalance will that strategy auto-update agg series? That would be nice because I’ll forget.
I think I was forgetting to logout and log back in after rebalancing the live strategy - seems to be working now.
Sorry for the confusion, my fault.
TLDR; what's this business about logging in/out? Should not be required. The main problem with aggregate series is that they only update when used in a buy/sell rule (I believe). They do not update if used elsewhere, like universe and ranking.
There's a task to finally add auto-update feature to aggregate series independent on how they are used. It would be a process that runs every night after 1st or 2nd update (not sure which). Voice your support for this to get it's priority boosted.
Thanks
The Aggregate Series data updates correctly, but the chart continues to display old values instead of reflecting the current data. This suggests the chart is using cached data that hasn't been refreshed.