Luciano Cohan

@luciano

Co-Fundador de Alphacast. Ex Subsecretario de Programación Macroeconómica. Data Science. Creando una plataforma para el trabajo colaborativo en economías

Joined
March 2021

luciano's insights

  • A short guide to Argentina's Mutual Funds Industry Analysis

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    In this short tutorial, we will guide you on calculating ranks of YTD Total Returns* for different funds and management companies.* Alphacast hosts a number of daily updated datasets of Argentinas Mutual Funds Industry. Two weeks ago we began publishing detailed datasets for based on CAFCI daily reports, mostly in these two repositories (1 and 2 ). Data covers Assets Under Management (AUM) by Fund, Detailed Portfolio by Fund, Price and Subscription Effect by Fund and Class (Data and Calculation) and Metadata per Fund and per Asset. Calculating the total return of each Fund Subsegment (Clase) Price, quantities, and AUM data from CAFCI are provided for each subsegment of each fund (Clase A - B - C, etc). We will begin by calculating a measure of total return for each class. You can see this pipeline for a working example of this section. The first steps load and filter the data that we will be using. We will be working with data from the dataset Financial - Argentina - Fondos Comunes de Inversion - 2022 from CAFCI. The next two steps calculate the contribution of the "price effect" and "subscription effect" to the daily change in the fund AUM. Basically,...

  • A short guide to Argentina's Financial and Monetary Data

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    There are more than 2.000 datasets in Alphacast, and there are plenty of hidden gems. This is a short "Must see" guide for those interested in Argentina's financial and monetary data. **Would you like to know more? Write to hello@alphacast.io o book a demo!** There are lots of Fixed Income datasets, mostly based on the data from IAMC daily reports. For example, you can find Sovereign bonds and bills data (Fix rates and CER ), including this dataset created and updated by a user or IAMC's bonds index in ARS and USD. Historical data series for sovereign bonds can be found in this dataset while this one is always updated with the last price Users have also created some pipelines based on this data. For example, you can see (and clone) this pipeline that calculates C vs D spreads or this one, that estimates MEP and CCL from bonds prices Two weeks ago we began publishing detailed datasets for the Mutual Funds industry, based on CAFCI daily reports. You can access that data in these two repositories (1 and 2 ) Net Worth by Fund Detailed Portfolio by Fund (https://www.alphacast.io/datasets/29744) Effect Price and Subscription by Fund and Class (Data and...

  • It's one small step for Alphacast, one giant leap for data

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    It's one small step for Alphacast, one giant leap for data Hello, everyone! It's been a couple of weeks since our last update. We have been doing a lot of work under the hood, particularly trying to improve the readiness of the data on the platform, the overall performance of the Notebooks, and the content you see when you interact with Alphacast (i.e. through emails, related datasets, etc). However, there have been major additions to our pipeline engine. Enjoy X new step! New Steps: FRED! If you work with economic data you probably know FRED, the massive database created by the US Federal Reserve Bank of Saint Louis, that claims to have 816,000 US and international time series from 108 sources. You can now access all that data directly into Alphacast, using Alphacast pipelines. Learn more here. New Steps: Wide to Long (melt), Long to Wide (unstack) If you work with data you probably have come to the scenario where you have found the data you need but not in the shape that you need it. A typical example is when data that should be row values are columns or otherwise, a situation that cannot be solved by simply transposing...

  • How can I reshape my dataset from "Long" format to "Wide" format and otherwise?

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    If you work with data you probably have come to the scenario where you have found the data you need but not in the shape that you need. A typical example is when data that should be row values are columns or otherwise, a situation that can not be solved by simply transposing the data. "Wide to Long" and "Long to Wide" steps are useful to solve this. Let's see an example. See the pipeline here Let's begin by loading some Yahoo Finance data. You will notice the Tickers (Apple, Microsoft, Google. etc) values in the column "Ticker". Let's assume that you need them to be columns, side by side and that you only need the Closing price and not Open-High-Low-Close. Next, add a step "Long to Wide (Unstack" to the pipeline. And the resulting dataset will look like these If you want to reverse this process use the step "Wide to Long" in which case you need to define what will be the name of the column that will now host the tickers and the name of the columns that will have the values. Also you can check and uncheck which columns should be "melted" and uncheck those that...

  • How can I download Data from the Federal Reserve Bank of St. Louis Database (FRED) ?

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    If you work with economic data you probably know FRED, the massive database created by the US Federal Reserve Bank of Saint Louis, that claims to have 816,000 US and international time series from 108 sources. You can now access all that data directly into Alphacast, using Alphacast pipelines. Creating a dataset or pipeline by importing from Yahoo finance is as simple as 1 Create a new pipeline (Top right --> Create New --> Pipeline) and choose "FRED" as your data source. 2.To load data into Alphacast you need to know the series Code. Each series has a unique code that can be found in two places on FRED site. On the URL and next to its name. In the following example the series code is T10Y2Y and MORTGAGE30US 3.Include as many series as you like, separating them by a comma. See a working example here 4.Ready! You can now publish the dataset, chart the data, process it or any other cool option available in...

  • Crypto is painfully discovering that it is part of the global financial system

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    A small contribution on the topic of this week: The collapse that part of the crypto ecosystem is experiencing. Word of advice: I know little about crypto and I am hardly going to talk about crypto except to say one thing: Crypto is painfully discovering that it is part of the global financial system Crypto, in addition to being a disruptive, decentralizing, and democratizing technological innovation, is a financial asset. That means that its price is increasingly determined by factors that affect financial assets and less x those that affect "technology" It is neither the first nor the only asset that underwent a similar process. Commodities, for example, became much more financial in the 1990s and early 2000s. In the global price of wheat, the conditions of the wheat market (climate, demand, supply) always mattered, but increasingly influential were its financial determinants. Buying or selling wheat became part of a portfolio decision. It even happened, for example, with other obviously financial assets: currency. Only in the 60s/70s did the economic science - while financial globalization advanced - began to think of the price of currencies as that of an asset and less as something that happens in the currency market...

  • Alphacast Wednesday Update - April 13th, 2022

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    The last weeks have been great. We have seen lots of users flowing into what we think is becoming the core feature of Alphacast: the pipelines engine. We have been interviewing users and seeing how you are interacting with these new features: We discovered that users are not only creating pipelines to automatize processes but also as a workspace, to analyze the data and be able to "tell stories" with it. That's why we have come to a new product roadmap for Q2:2022: Notebooks! Introducing Alphacast Notebooks! Creating content in Alphacast often involves a back and forth between tabs. Search data, then go from Dataset to Pipeline, Back to Datasets, then to create a chart and then an insight to embed it, and back to square one. Complex pipelines and reports require no less than five open Tabs. We are working to combine the full experience of creating content into a single screen. Load the data, transform and visualize it, include comments, and tell the story. Use the new "Notebook" as a workspace to find, analyze and share data. As a first step, a new feature is in test mode: you can now create and edit a chart directly in...

  • How can I create a Portfolio Tear-Sheet?

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    Alphacast pipelines can be used to design and test portfolio and trading strategies. With the "Porfolio Analysis" Step on the pipeline editor you can create tear-sheets from daily returns and also dynamic rolling stats for different timeframes. Step 1. Load the data and calculate a daily return variable. You can use any dataset you want to calculate daily returns. As an example, let's load Yahoo Finance data and calculate the daily return of three assets In the pipeline editor (Click on create new at the top right --> Pipeline) Add Yahoo Finance as your source add the tickers that you want to analyze (i.e. MSFT, AAPL, GOOG) Select the period add a new step to "Calculate Variable" write the formula pct_change(@Close,1,@Ticker) Step 2. Calculate the portfolio Tear Sheet Add a new step "Portfolio Analysis" Select the metrics that you want to calculate for your portfolio. Available stats are'**Annual return, Cumulative returns, Annual volatility, Sharpe ratio, Calmar ratio, Stability, Max drawdown, Omega ratio, Sortino ratio, Skew, Kurtosis, Tail ratio, Daily value at risk, Total Return Select the variable with the daily returns. "pct_change" in this example If Tear-sheet option is on then a single Tear sheet with results will be calculate...

  • Formula Editor: All functions and operators

    Operators "+": Add. A + B "-": Substraction. A - B "": Multiply. A B "/": Divide. A / B "^": Power. A ^ B Comparison ">": Greater. ">=": Greater Than "": Not Equal "= 0, 1, -1) Row Functions These functions are calculated through all the values of the column (different than group functions below) "power": Power(A, B) "exp": Exponential(A, B) "sqrt": Square Root(A) "log": Log(A) "log10": Log10(A) "sgn": Sign. Positive = 1, Negative -1. sng(A) "abs": Absolute value. abs (A) "trunc": Truncate integer. trunc(A) "round": Round to N digits. round(A, N) "floor": Closest intereg lower or equal than value. floor(A) "ceil": Closest intereg higher or equal than value. ceil(A) "sin": sin "cos": cos "tan": tan Group Functions These functions are calculated within groups. Groups are defined by the columns defined by the parameters. The default groups are the entities of the Dataset (excluding the Date columns) "rank": Compute numerical data ranks (1 through n) rank(@Variable, @entity1, @entity2, ...) "cummax": Cumulative max per group. cummax(@Variable, @entity1, @entity2, ...) "cummin": Cumulative min per group "cumprod": Cumulative min per group "cumsum": Cumulative sum per group "cumcount": Cumulative count per group "backfill": backfills NA values "pad": forward fills NA values "pctchange": pctchange...

  • Alphacast Friday Update - April 1st, 2022

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    March and Q1 have come to an end and, when we compare the platform today vs. what we had just one month ago we see changes almost everywhere! Let us do a short recap of what happened in the last two weeks. A new, super-powerful formula editor: Group, rolling windows, time functions and much more. The "Calculate Variable" is getting VERY powerful and versatile allowing more complex calculations to be done with a simple excelish formula parser. See the full list of formulas here The first step is to create a pipeline (click on "Create new --> Pipeline" on the top right) and select a data source, followed by "add step below --> Calculate Variable" Video Tutorial (In Spanish) The editor is really powerful, just to catch a glimpse on some formulas that can be created log(@Close)+ sqrt(@Volume)) log(exp(@Close)) Example: Calculate for each ticker the cumulative price change vs the first price Example: Calculate the cumulative sales per salesperson cumsum(@sales, @salesperson) Example: Calculate for each date the share of sales explained by each product vs the total sales of that date Example: calculate the 20 day moving average for each ticker rollingmean(@Close, 20, @Ticker) Example: Extract the year from the...

  • How to calculate a variable with the formula editor

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    The calculate variable step is an all-purpose formula parser to create new variables in a more "Excelish" way. There are dozens of operators, comparisons, and functions that allow endless combinations. For a comprehensive list of functions and operands see here Video Tutorial (Spanish) First step. Writing a basic formula The first step is to create a pipeline (click on "Create new --> Pipeline" on the top right) and select a data source, followed by "add step below --> Calculate Variable" There are a couple of rules to creating new variables Select a name on the textbox. If you select a variable name that already exists it will be overwritten You can use @ to select variables of the dataset. Start writing the name of the variables and options will show up You can do basic arithmetic operations such as (+, -, *, /, ^): @column1 + 3 You can use functions by typing the name followed by parenthesis and commas to separate parameters: round(@column) + @column2. Full list of functions is here: here. The formula will always return the same number of rows as the original datasets, even if it involves calculations that usually reduce the dimensionality such as "Total...

  • Alphacast Friday Update - March 11th, 2022

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    Welcome to another update! There are new features and improvements almost everywhere in the platform, as we have been focusing on User Experience, navigation, and bug fixing. You should notice faster navigation, better search results, and small updates everywhere. The most highlighted pieces of news are: Publishers Publishing! We have seen a lot of publishers' activity this week. Find out content by: Econviews Econ.uy Enrique Roura 1 2 Ivan Baumann CREEBBA The course "Automation of Economic and Financial Analysis" has begun Watch the video and presentation of the first class, or subscribe here. Next class, on Wednesday 16th, will be about pipelines and transformations. New Learning Center & Home Page We have made a full revamp of our Learning Center and our Home Page. In the new Learning Center, you will find improved documentation, examples, tutorials, and more. Advanced formula editor (conditionals, shift, and more) We have powered up the "Calculate Variable" step in the pipelines editors. There is now more flexibility to calculate new columns in a more "Excelish" way. There are now two new functionalities to the formula editor: Conditionals and the possibility to Shift the data N periods: A positive N lead will move the data N...

  • Debt Sustainability Analysis - V1

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    Our Debt Sustainability Model uses the standard debt dynamic equation to generate forecasts for the Debt/GDP ratio throughout the next 10 years. Specifically, we use the following the equation: $$ d{t+1} =d{t}\biggl[(1-\alpha)\biggl(\frac{1+i{dt}}{(1+gt)(1+\pit)}\biggl) +(\alpha)\biggl(\frac{(1+\Delta\epsilont)(1+i{ft})}{(1+gt)(1+\pit)}\biggl)\biggl] + pdt $$ In which: $$d_{t+1}$$ is the ratio Debt/GDP for the t+1 period; $$\alpha$$ is the share of foreign debt in relation to total debt; $$g_t$$ is the real growth of GDP at the period t; $$\pi_t$$ is the variation of the GDP deflator for the period t; $$\Delta\epsilon_t$$ is the devaluation of the exchange rate between the local currency to the US dollar during the period t; $$i_{dt}$$ is the implicit interest rate for the domestic debt, it is calculates as the ratio between the interest paid for the internal debt during the period t and the internal debt in the period t-1; $$i_{ft}$$ is the implicit interest rate for the foreign debt, it is calculates as the ratio between the interest paid for the internal debt during the period t and the internal debt in the period t-1; $$pd_t$$ is the primary deficit of the government during the period t. We account for uncertainty by applying random shocks for each variable. These shocks are...

  • Automatización de Análisis de Coyuntura - Clase 1

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    Introducción general. Objetivos del Curso Alphacast Basics [HOY] Datasets, Charts, Maps y Dashboards Data Flows: Pipelines y Transformaciones Integrations: Python, Excel, Google Drive, Power Bi Aplicaciones y casos de uso Intro to Web Scrapping in Python Intro a Algotrading Intro to Time Series Forecasting Intro a Machine Learning Alphacast Basics Nuestro objetivo es ayudar a los equipos y profesionales de Economía y Finanzas a encontrar, procesar y compartir datos y analisis. Perfil de usuarios de Alphacast: Estudiantes, aficionados a la economía y finanzas, Consultoras, Analistas de Research de Bancos, Fondos de Inversion, Brokers, Centros de Investigación y Think Tanks El contenido de la plataforma. ¿Que? ¿Quien? ¿Como? ¿Donde? ¿Quien produce el contenido? Alphacast Open source Featured Publishers Los Usuarios El contenido puede ser publico, privado o bajo suscripción. Alphacast es una plataforma donde puede comprar y vender datos y analisis Algunos ejemplos: Econviews, Enrique Roura, Ivan Baumann, CREEBA, ECON-UY ¿Cómo encuentro el contenido? Search Explore Community Tags / Filters ¿Las distintas "Clases" de contenido? Creacion de Datasets, Charts, Maps y Dashboards Creación, actualización y manejo de datos La vista del dataset Download Filter Transform Data [proxima clase] Sync Now --> Open Source ¿Que son las entities? Conectando un Dataset a...

  • Financial Analysis

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    A couple of months ago we began to work silently on a new set of features requested by users and clients that are finally coming to light. The final objective is to use the pipeline's engine to perform full no-code financial analysis, trading strategy design, and portfolio backtesting. As a first step towards this goal, we have just launched a new step on the pipelines to estimate 130 metrics on financial assets, Metrics include a number of cycles, momentum, volatility and volume Indicators, standard overlap studies, patterns recognition techniques, or statistic functions. This is an example dataset of every metric estimated for AAPL Check out this insights for a full list of functions Cycle Indicators Momentum Indicators Volume & Volatility Statistics Functions Price Transforms Pattern Recognition Overlap Studies Calculating any metrics involves two steps: Load the financial data you want to analyze. Most of the metrics will require open, close, high, low, volume variables to work properly. You can load data directly from Yahoo Finance (see more below) Add a step "Technical analysis". The interface is quite straightforward. Select the function group, the function, the parameters, the prefix (optional) and press save. The new variables will be added to the...

  • How to convert a series to the official dollar or Blue Chip Swap?

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    In the new pipeline engine we incorporate a new transformation that allows changing the currency of the original series and that in the case of Argentina has two options: Convert to dollar official or to BCS. The pipeline is separated into three Select ("Fetch") the dataset and its columns (this step is not necessary, but it removes unnecessary data) "Apply transform" by selecting "usddaily", "usdmonthly" or whatever corresponds to the frequency and/or CCL_daily to convert to CCL. Publish the dataset Important: This operation uses the "Country" field to identify the country and know which currency to use. In the case of the official currencies, use this reference dataset for the conversion and in the case of the Argentine CCL...

  • How is a Time Series seasonally adjusted?

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    Removing seasonality from time series is always complicated and laborious. The standard deseasonalization method is X-13ARIMA-SEATS or some other version of the methodologies maintained by the United States Census Bureau. Denationalizing usually includes using some application such as Eviews, Demetra or Stata or Python, combining it with the files that are downloaded from Census. Anyone who has also tried to seasonally adjust in Excel knows that it is cumbersome. Just for reference, about the reasons why it is important to deseasonalize the series for the analysis of the situation I wrote this article a while ago. Deseasonalize with Pipelines in Alphacast is very easy and includes only 4 steps: Fetch dataset Filter the columns we want to use (this is not strictly necessary) Apply Transform, choosing the "Seasonal Adjustment" option Publish the dataset As an example, you can see how we deseasonalize the Monthly Estimator of Economic Activity (EMAE) of Argentina This dataset --> With this pipelines --> Posted to this new dataset The benefit of using seasonally adjusted series is seen immediately. The blue series in the following graph shows how the monthly estimate for the category \\\"Agriculture, Livestock and Fishing\\\" evolves over time. You will notice that it...

  • How to calculate a monthly end-of-period series?

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    Pipelines are an easy way to apply transformations to datasets that update automatically every time data is updated. Suppose we have a daily data series for which we need only the last value of each month. It is possible to do that in Excel. For example, an auxiliary column is added that is TRUE / FALSE depending on whether or not we are on the last day of the month, and then a pivot table or a filter is created, or another table and a vlookup. EOMONTH, for example, is used for that. Doing it with pipelines basically you don't have to do anything. The transformation is done by itself Step 1. Find the original dataset Suppose we want a monthly exchange rate series for all countries. Something like this exists in this BIS dataset but with daily frequency. "Financial - Global - BIS - Main Currencies" Step 2. Create the pipeline and choose the source With the source dataset identified we are going to create a pipeline (with Engine v2.0). As the first option in "Fetch Dataset" we select the dataset that we found in the previous step Step 3. Resample the frequency and choose the variable and publish...

  • How to connect to STATA or Power BI?

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    Connecting Alphacast to other tools is really simple using the following steps Find the data you want to connect to your tool and copy the download link When you navigate through Datasets in Alphacast, you will find a Download link (you have to be logged in). If you filter variables, download links will consider variables selection, and only filtered variables will be downloaded. You will now find an option to download Comma Separated Values (CSV): Right click on the CSV Download link, and choose "Copy Link Address". You will notice the URL already has your personal api_key, and should not be shared publicly with other users, outside your team. It will look like this THEURL = https://api.alphacast.io/datasets/5288/data?apiKey=YOURAPI_KEY&format=csv Connecting to STATA Data can be connected to STATA with a single line insheet using "THE_URL" Connecting to Power BI [Completar...

  • How to merge the content of two datasets?

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    Surely in your usual work with data you needed to join several data sources and if your calculation tool is Excel you may solve it with some combination of the VLOOKUP, HLOOKUP and/or MATCH formulas. Excel is a great solution in many cases, but it can be difficult in some scenarios. For example when... ...You have MANY rows. VLOOKUP can have performance issues and be very slow ...you need to search more than one field to combine the data ...the position of rows or columns changes ...you only need the data that is in both datasets ...some of the data sources change the number of rows and you have to copy or adjust the formulas. With Alphacast you can use pipelines to combine datasets and keep them connected. Step 1.Choose a data source To merge two datasets, you must first go to the Create new button and choose pipeline. Once there, select the repository where the pipeline will be saved and write the desired name. In Fetch dataset select the required dataset. Press the Save button. Step 2. Select the data source to "Merge" Then click Add step below and choose the option Merge with Dataset, there you select the...

  • How to change the frequency of a dataset?

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    Each dataset has a frequency. They can be daily, weekly, monthly, quarterly, or yearly, This step is used to change that frequency and recalculate the values of the variables. With Change Frequency users can resample the time-frequency of the dataset moving from Daily to monthly, quarterly, and yearly back and forth. Step 1. Create a pipeline and choose the data source Step 2. add a "Change Sample Frequency" step. Once the step is selected the following Interface will appear. The system will automatically identify the input data frequency. Step 3. Select the output data. This will define whether the step is an interpolation or Downscaling. When going from a lower frequency to a higher frequency (i.e. monthly to daily) you have to select from the 8 interpolation options: Repeat the value, linear interpolation, quadratic, cubic, polynomial, and piecewise, Splines and Krogh interpolation. Alternatively, when going from higher to lower (I,e. monthly to quarterly) there are 6 options: average all the values, sum, select the min or max, or the last and first. These are examples of the different interpolation methods applied on the same input...

  • How can I remove or regroup entities of my dataset?

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    The Entity columns are those necessary to uniquely identify a row of the dataset and, to that extent, the combinations of Entities cannot be repeated. This implies that trying to remove or change entities are delicate task as they can corrupt the data Let's say, for example, that you have a Dataset with Date and Country as entities (the most common combo in Alphacast). This means that you will have many rows for the same date for different countries. In this example, you can not drop the country column/entity because dates will then be repeated and entities have to be unique The way to deal with this is by regrouping entities using pipelines. Step 1. Create a Pipeline and select the Dataset source. Step 2. add the step "Regroup Entities" Step 3. Decide which entities will be dropped by deselecting them. Step 4. Decide what formula you will use to group the rows with repeated values in the Entity (the Date In the previous example) For example, you can sum all the values of every country for a given date, calculate the mean or the min or max value. The optimal formula depends on the content and context of the...

  • Selecting and renaming Columns in Pipelines

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    How to select columns in pipelines? This step allows to filter columns and reduce the number of data to be processed in the following step. The variable selector will show the data up to that point in the pipeline. Remember to save the step before moving to the next one How to rename columns in pipelines? the user can choose the name for each column by filling in the blank space to the right, or keeping the original name by leaving the space...

  • How can I download Data from Yahoo Finance?

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    Yahoo Finance has information on hundreds of thousands of financial assets, stocks, bonds, ETFs, Indices, which are now easily accessible using Alphacast pipelines. Creating a dataset or pipeline by importing from Yahoo finance is as simple as 1 Create a new pipeline 2 Choose as data source "Yahoo Finance" 3 Choose as many tickers as you want, separated by commas: Example "NQ=F, AAPL, MSFT" and the period you need 4 Press "Save" to save the changes in the Step 5 Ready! You can now publish the dataset that will include open, close, high, low, volume, dividends, and stock split...

  • How to create basic maps?

    In order to create a basic map, click on the Create new button in the upper right corner and choose the Chart option. Once in the editor, make sure you have the Map tab option checked (below the Type of chart dropdown). You can create a chart with a line chart and a map, notice that in the chart viewer, in the lower left corner are the chart and map options. If you only want the map chart, uncheck the Chart tab option. Note that selecting the Map tab option opens a new tab called Map that allows you to make changes. The most important is Unmatched Entities, which allows you to match entities that have not been recognized by the editor. You can only make a map with a single variable that has data for different countries or provinces. For example, the only variable may be GDP and there are different data for the countries. It is important that the country in question is in the country field. If in the Data tab it appears as undefined, a change must be made in the entities of the...

  • Dealing with data. Filter, edit, delete, and more

    How can I edit a dataset? Datasets can be modified by selecting the Edit option at the top of the dataset view. Within the metadata section you can change the name, add/modify a description, tags, source and reference links. How can I delete a dataset? To delete a dataset, select the upper right Edit button of the dataset view and go to the bottom. Once there, passing the Metadata section, it can be deleted by pressing Delete this dataset in the Danger zone. Before deleting it, in Confirmation you have to write the name of the dataset to be deleted and pressing Delete will permanently delete it. How can I move the dataset to another repository? [COMPLETE] How can I Transform the data of a dataset? The transformations are the results of processing a variable using the Pipelines tool. It includes processes such as changes in the unit of measurement of the data, seasonal adjustments, filters, changes and frequencies, and more. To see more information about the pipelines and available transformations, click here. [PIPELINES] What is a “Tag”? A tag or label is a word associated with the content that includes it, which allows the information to be categorized into...

  • Teams Frequently Asked Questions

    What is a Team? The main objective of this function is team collaboration between different users either to collaborate on a project or for a specific work area. When you belong to a team, the information will be visible only to its members. How do I create a team and add participants? To create a Team, you must first go to Your profile in the upper right corner of the site. Once in the profile view, click on settings and then on the Teams tab. There select Create new team. Finally, a name is assigned to the team, the users who are members of the team are added et voilá! To add them you can do it with the Alphacast username or with the e-mail. If you put the wrong user, you can easily remove it by pressing Remove. Even if you have already created the group, you can also change its members at any time. When you access the Teams tab, the groups listed appear, and there you can delete them. If you do it that way, don't forget to hit Update team to save your changes. How do I change the permissions that team members have? There are...

  • Repositories Frequently Asked Questions

    What is a repository? A repository is a collection of datasets, insights, charts, pipelines that are grouped under a particular theme. There are public access repositories, that is, any user can access the content of that repo, and there are also private access repos, which only members of the repo have access to. Read more How can I restrict access to my repositories? To restrict access to a repository you can make the repo private when creating it instead of giving it public access. Once created, add only the members or teams with whom you want to share the information of that repo. Read more How do I navigate among repositories? Repositories can be navigated from two views: Home and Explore. In the left bar of the home page there are the repositories listed in the following order: those that the user follows (Following), then those that belong to the user, that is, in which the user is the owner, then those repos where the user is an administrator and , finally, the repositories that were shared with the user. What is the difference between being an owner of a repo or an admin? The difference between being an owner...

  • User Settings Frequently Asked Questions

    How can I view and edit my profile? Once logged in, you can access your profile by clicking on your name, on the far left, above the search engine. In View profile, you will be able to see your own insights, datasets, and repositories or the teams that you belong. If you click in Settings, you can modify your public data. You can change the display name and add a photo, if you want. You can also see the email with which you have logged in and get your API key. To logout, you can do so by clicking Logout on your profile. Where is my API KEY? To access the API KEY, go to Your profile in the upper right corner of the site. Once in the profile view click on settings and then on the General tab. Finally click on Show KEY Can I reset my API KEY? To reset your API KEY contact hello@alphacast.io How do I change my name, description, avatar or cover pic? To make changes to personal data, go to Your profile in the upper right corner of the site. Once in the profile view click on settings and then on the General tab....

  • How to connect to STATA or Power BI?

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    Connecting Alphacast to other tools is really simple using the following steps Find the data you want to connect to your tool and copy the download link When you navigate through Datasets in Alphacast, you will find a Download link (you have to be logged in). If you filter variables, download links will consider variables selection, and only filtered variables will be downloaded. You will now find an option to download Comma Separated Values (CSV): Right click on the CSV Download link, and choose "Copy Link Address". You will notice the URL already has your personal api_key, and should not be shared publicly with other users, outside your team. It will look like this THEURL = https://api.alphacast.io/datasets/5288/data?apiKey=YOURAPI_KEY&format=csv Connecting to STATA Data can be connected to STATA with a single line insheet using "THE_URL" Connecting to Power BI Integrating Alphacast with Power BI is straightforward. You will need the complete URL for the dataset that you want to integrate, which you can find by clicking the Download button and then copying (not downloading!) the URL attached to a TSV file. Once you have the corresponding URL, you should click on “Get Data”, and then “Web”. Then paste the corresponding URL and...

  • Alphacast Integration to R

    Introduction and prerequisites Getting data from Alphacast with R is really easy. You need the Alphacast API Key and some common R packages. With a few simple steps, you can get entire dataframes, dataset indexes, repository names and repository content in any format, ready for processing and analysis. To work correctly with the Alphacast API from R we recommend installing and loading the following libraries: install.packages(c("dplyr", "httr", "reshape2")) library(dplyr) library(httr) library(reshape2) To make your API workflow easier, we recommend creating an object named "alphacastapikey" with your own key. This will make working with your Alphacast credentials faster. Remember that you can get the API credentials from the Alphacast Settings menu. For example: alphacastapikey <- "YOUR_API KEY" Getting all available datasets in Alphacast Before starting to work with the API, you may find it useful to have an index with all the datasets available on the platform with your user level. With a few lines of code to achieve this is possible in a very simple way by using the mentioned libraries. First, we indicate to R the link to the Alphacast website that will bring the index in JSON format. Authentication will be completed with the authenticate() function. It should...

  • How to integrate Alphacast with Excel?

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    Excel allows adding data from different sources. Here you can find an alternative way to embed data into Excel, by using our TSV data source: Step 1. Getting TSV/CSV/XLS download links from the Dataset When you navigate through Datasets in Alphacast, you will find a Download link. If you filter variables, download links will consider variables selection, and only filtered variables will be downloaded. You will now find an option to download Tab Separated Values (TSV), which can make it easier to embed data into Excel: Right-click on the TSV, CSV, or Excel Download link, and choose "Copy Link Address". You will notice the URL already has your personal api_key, and should not be shared publicly with other users, outside your team. Step 1 BIS. Getting TSV/CSV/XLS download links from a Pipeline Within any pipeline, you can create a Data Snapshot to get a Download Link for the data up to that point. Use that link and follow Step 2 Step 2. Now go to Excel, select Get Data -> From Other Sources -> From Web, and enter the URL you copied from the Alphacast website. The Excel team published a super easy video, describing how to do it: How...

  • Insights and dashboards FAQ

    How do I paste a chart into an insight? To paste a chart in an insight, write "@chart" in the left window of the editor and then paste the link of the chart in question. If you want to paste two charts together, type "@Ncharts", then paste the links of the desired charts separated by a space. How do I publish an insight? Once the insight is finished, to publish it, touch the blue button Publish located in the upper right corner. A window will be displayed in which you can choose the repository where you want to save the insight. If the repository is public, all users will be able to see the insight. If the repository is private, there are two possibilities: Restricted: insight is limited to only those users with access to the repository Anyone with the link: even users without access to the repository will be able to read the insight. But the insight will not be listed publicly Then, the insight can be tagged to make it easier to find. Finally, you can publish or unpublish if you want to make further changes. How do I create a Dashboard? A dashboard is a type of...

  • Charts and Maps Frequently Asked Questions

    How do I add annotations to a chart? In the chart editor, there is a tab called Annotations. In it, there are several annotation options that can be included in the charts. They can be added by clicking on their name: Texts Lines (horizontal, vertical and more) Circles Boxes Crosses Drawings with a pencil How to edit an existing chart? To edit an existing chart, it must be your own or belong to a repository in which you have editor or administrator permissions. If you meet this condition, when you go to the chart link, in the lower right corner there is an icon called Edit. Click on it, it will take you to the chart editor to make any necessary changes. Don't forget to go to the Publish tab and click on the Update chart when finished. How do I replicate an existing chart? To edit an existing chart, it must be your own or belong to a repository in which you have editor or administrator permissions. If you meet this condition, click on the Edit button and in the Publish tab there is a Save as new button that will replicate the chart. How do I change the...

  • Charts and Maps examples and tutorials

    How do I create a stacked bar or line chart? To create a chart, click on the Create new button in the upper right corner and choose the Chart option. Once in the editor, choose the variables that will be used to make up the graph. To the left of each variable, there is an arrow that will display editing options. The first dropdown option allows you to choose whether you want the graph to be a line chart (default Line option) or a bar chart (Bar option). If the bars option was chosen, the Absolute option can be selected, it will leave the bars side by side. On the other hand, the Stacked option makes the bars one on top of the other. The 100% Stacked option orders the bars on top of each other with an axis from 0 to 100%, this is the only option that does not support being combined with a line variable. How do I create a multi chart? To create a chart, click on the Create new button in the upper right corner and choose the Chart option. Once in the editor, choose the variables that will be used to make up the...

  • How can I create basic insight, report or dashboard?

    To create and publish an insight, find and click the button in the upper right of the site "Create New" and select "Insight". You can also select one of your or your teams repositories and click on “New insight” located on the upper right. The window on the left is the editor. There you can write, insert charts or format your insight. In the window of the right, you can preview your insight. Follow the instructions already written to help you in the process. Delete them to start writing! Headers can be included by using #, ##, ###, Alphacast charts can be included by using '@chart' and '@Ncharts'. Then paste the URL of the chart you want to include Images can be inserted using the icon in the toolbar above Explore the toolbar for more options: Bold, Italic, Underline, Striketgeough and more Insights are created with Markdown language. For a full reference of markdown, features see here In order to publish the insight you can choose among all the repositories you own, your team owns or you follow. You can also select the privacy of your insight. Finally, you can publish by pressing the publish and view button. Embedding charts,...

  • Advanced charts customization

    The "Basic" tab On the left side of the chart, there are different options to edit it. In the Basic tab, you can find: A dropdown to select a chart type, you can change graphic style at any time At the bottom, in "Add Variables " is the Y-axis variable list, where you can make changes for each variable. If you select a variable and click the arrow to the left, you have the option of making different changes such as change the name, unit of measurement, number of decimals places, line width, unit conversion factor, smoothing factor, offset date, offset value, tolerance and more. Now, you are able to use the already made up settings as default for future charts. You can also remove variables by selecting the cross at the right side of the variable. The "Data" tab In the "Data" tab you can choose whether users can or cannot change data. In "data to show" by selecting the brush to the left of each variable you can change the line color. The "Text" tab In "Text" tab you can modify header, footer, and more The title of the chart describes, by default, the period it covers. To...

  • How to create a basic chart?

    Step 1. Creating the chart There are two ways to create a chart: From scratch: click Create new on the upper right corner and then Chart. You will be redirected to the chart editor From any dataset: you can create a chart from any dataset. When entering to the dataset view, on the right you will find the button Filter. Click on it and below, all the variables will be listed. You can select the variables you want and its transformations. When doing so, in the upper right you will see the Chart Preview. Once all the desired variables are chosen, click on Create chart. It will redirect you to the chart editor, follow the next steps to finish your chart. Step 2. Chart editor and variables selection Clicking on Add variables will display a list with the repositories that you own, the ones that you are part of and those you follow. If you select one of these, it will lead you to a list of variables grouped by datasets. , for example, ''EMAE ''. Inside each dataset, you can also look up for the name of a specific variable in the search option and once selected click "set...

  • Charts and Maps Library

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    Country Level Maps State Level Maps We added Sub National level maps. You can easily map the data by having the state/province as your entity. The editor will recognize the state/province and map it accordingly and if it doesn't you can match your data with the map geographies. World Map, US, Brazil & Argentina are already on board and we are adding new maps on a daily basis. If you need a specific map just let us know! Line chart Charts with two axis Dual Chart Combined charts: Lines and Bars Scatter plot Time Scatter Stacked area Bar Chart Stacked lines and or bars Discrete bar Slope...

  • Pipelines examples and tutorials

    How do I calculate a monthly end-of-period series from daily data? How do I change the frequency of the data? How can I merge two datasets into one? How can I connect the results of my pipeline to Excel? How is a time series seasonally adjusted? How do I change a local currency series to dollars? How can I download Data from Yahoo Finance? How can I download Data from FRED? How can I remove or regroup entities of my dataset? How can i reshape my dataset from "Wide" format to "Long" format and...

  • Pipeline's Steps Library

    Index - Data Sources - Dataset Transforms - Basic Arithmetics - Finance - Publish data Data Sources Fetch Dataset: This step allows you to choose the dataset to which the sequence of pipeline steps can be added. This step is already predefined and is usually the first step of a pipeline Learn More Fetch Yahoo Finance: Yahoo Finance has information on hundreds of thousands of financial assets, stocks, bonds, ETFs, Indices, which are now easily accessible using Alphacast pipelines. Learn More Fetch FRED: If you work with economic data you probably know FRED, the massive database created by the US Federal Reserve Bank of Saint Louis, that claims to have 816,000 US and international time series from 108 sources. You can now access all that data directly into Alphacast, using Alphacast pipelines.. Learn More Dataset Transforms Select Columns: This step allows to filter columns and reduce the number of data to be processed in the following step. The variable selector will show the data up to that point in the pipeline. Learn More Rename Columns: the user can choose the name for each column by filling in the blank space to the right, or keeping the original name by leaving...

  • Creating a pipeline dos and donts

    With pipelines you can process the data within the platform. A pipeline is a sequence of steps, transformations and others to be applied to a particular dataset that has the characteristic of updating automatically every time a data is updated. There are two different ways to do this: From scratch: click Create new on the upper right corner and then Pipeline. From any dataset: you can create a pipeline from any dataset. When entering to the dataset view, on the right you will find the button Create Pipe Both options will lead you to the Pipeline Engine. Here you will need to choose the repository where the pipeline will be stored and select a name for it. After that is where the fun begins! First, you will have to choose the dataset you want to work with. Once you save it, you will be able to choose different steps to modify and transform your data as you wish. As an example we chose the following dataset: Inflation - Argentina - INDEC - Consumer Price Index - Groups - Monthly and we applied the following steps: Rename columns: to change the name of one of the variables Change Frequency: to rescale...

  • Beginners guide to Alphacast

    Alphacast is an integrated platform for economic and financial analysis. Think GitHub, but for economy and finance. There are many things you and your team can do with Alphacast. Download and create data, integrate with R or Python or Power-bi, create interactive charts, maps, insights, or full auto-updated presentations. In this guide, we will guide you through the basics of Alphacast, follow the links for more in-depth information Downloading your first dataset Let's start by finding some data you need, say, for example. Argentina's Consumer Price Index. Go to Search at the top right of your screen Type "Inflation Argentina", search and select "Inflation - Argentina - INDEC - Consumer Price Index - Groups - Monthly" Click Filter on the top right and then "Nivel General" followed by the transformation "Year over Year". You should be logged in to do this. Click Download on the top right and select either CSV o XLSX, and whether you want a transposed version of the data. You can also download the Ids of the variables by clicking on that option. That's it. The Browser will start downloading your dataset. You can also integrate the dataset to your excel through some of our download...

  • Datasets FAQ

    How can I find and navigate data? There are several ways to search for data: You can use the Search bar from the top menu. Simply write what you are looking for. You can also go to the Explore section of the top menu. On the left bar you will find filters to limit your search to what you need. Results can be sorted by name, popularity, last updated and most recent by clicking Sort and you can show or hide details by clicking Hide Details. In the Explore section you can browse the categories, find the most downloaded and popular datasets and discover data relevant to you based on your history on the site Can I filter the data search? In the Explore section you will see, in the left column, different filters that help define and facilitate the search such as categories, country, source, etc. How do I build my list of favorite datasets? There are two ways to build lists of favorite datasets: You can go to the view of the dataset you want and press the Follow option, located under the publisher. To remove it from the list, simply select Unfollow. In the dataset listings, when...