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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: platykurtic   😊 😞
Number: of 6132 
Subject: Re: SIP new data source
Date: 10/03/24 6:15 AM
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A quick look at current SI-PRO GTR1 fields using the list:*.s command shows that - at the very least - the sector & industry fields have currently been removed. Past data seems preserved as backtesting using those fields appears to be working through 240930. Likely Robbie is working on integrating the Global Industry Classification Standard (GICS) into the database in a similar fashion to The Reference data Business Classification (TRBC) system 2 & 7 data fields.

After a new format is integrated into the post-241001 data and so is available for testing, we should be able to create GTR1 industry searches that work across all the previous formats (sector / industry -> TRBC 2 & 7 -> GICS) much like we were able to do in the past. An example ...

RealEstateOps: pref(if(trbc2.s=60,1,if(trbc7.s=5540201!5540202!5540301!5540302!5540303!5540304,1,0)),if(incd.s=933,1,0))

... which looked for the old industry code (incd.s=933) or TRBC 2 code (trbc2.s=60) or the TRBC7 codes (trbc7.s=5540201!5540202!5540301!5540302!5540303!5540304 where ! is OR) to determine Real Estate operations.

I'll keep a look out for the new field scheme suiting the GICS data to appear and then work on some translation examples. In the meantime for SI-PRO itself AAII has provided the following mapping scheme between the two classification systems ( aaii.com - TRBC to GICS Comparison ). It might be worth downloading a copy for use in any screening within the SI-PRO app.
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