Data & Imports Overview
Your workspace's one home for importing strategies and reviewing the active dataset.
One home for dataset management
Data & Imports is the single place in your workspace for importing strategies and checking your active dataset. A Portfolio Settings button in the page header takes you to the rules SIPS uses to qualify strategies and build portfolios.
Import methods
Two import methods are shown side by side:
- StrategyQuant X — a direct SQX connection is planned. It is marked Coming Soon and can’t be selected; SIPS never claims to connect or sync with SQX.
- Import CSV Files — the working import method. It opens the import window: select your Databank CSV and trade files, click Validate Dataset, and SIPS uploads, validates and imports them in one flow. See Importing SQX Strategies.
Current Dataset
A compact summary of your workspace’s real active dataset: strategy count, trade count, last-imported date and status, with a View Strategies link into your library. Before your first completed import you’ll see a “No completed dataset yet” notice instead — the import options stay available either way.
What happens after an import
A successful import becomes your active dataset straight away, and SIPS automatically runs strategy qualification for it, so the Qualified / Failed counts on Strategies are ready without an extra step. If you change your Strategy rules later, SIPS re-qualifies the next time you run Portfolio Builder — you don’t need to import again.