Import Historical Data Tutorial

Learn how to import historical stock data into Stratify for backtesting and analysis.

Note: Stratify automatically fetches data from Polygon.io. This guide covers manual import for custom datasets or offline testing.

Automatic Data Fetching (Recommended)

By default, Stratify automatically fetches historical data when you run backtests:

  • No manual import needed for most users
  • Data fetched on-demand from Polygon.io
  • Automatically cached for future use
  • Always up-to-date with latest market data

Manual CSV Import

For custom datasets or offline testing, import via CSV:

Required CSV Format

Date,Open,High,Low,Close,Volume
2024-01-02,180.50,182.30,179.80,181.90,52847392
2024-01-03,182.00,183.50,181.20,182.80,48392847
2024-01-04,182.90,184.20,182.30,183.50,51293847

Import Steps

  1. Go to Settings → Data Management
  2. Click "Import CSV"
  3. Select your CSV file
  4. Verify data preview
  5. Click "Import"