-- ============================================================ -- JSE Historical Data Seed — CostusWorx © 2026 -- retire.costusworx.co.za -- ============================================================ -- -- HOW TO OBTAIN THE REAL DATA -- ──────────────────────────── -- These values must be sourced from authoritative SA data providers. -- Do NOT use the placeholder CSV data in production client meetings. -- -- 1. EQUITY (J203 — FTSE/JSE All Share Index, Total Return): -- Source: Sharenet (sharenet.co.za) → Indices → J203 → Historical -- Or: JSE Data Portal (jse.co.za/services/data) -- Or: IRESS / Bloomberg (Enterprise clients) -- Column: Total Return Index (includes dividends), annual % change -- -- 2. BONDS (ALBI — FTSE/JSE All Bond Index): -- Source: JSE Debt Market Data → ALBI Total Return -- Or: SARB website (resbank.co.za) → Statistics → Financial Markets -- Column: Annual total return % (price + coupon) -- -- 3. CASH (STeFI Composite): -- Source: SARB → Statistics → Money Market Rates -- Or: Sharenet → STeFI Composite -- Column: Annual compounded return % -- -- 4. INFLATION (CPI Headline): -- Source: Stats SA (statssa.gov.za) → CPI → P0141 release -- Published monthly — take December-on-December % change per year -- -- ──────────────────────────────────────────────────────────── -- ALTERNATIVE: SWIX (J406) instead of ALSI (J203) for equity -- ──────────────────────────────────────────────────────────── -- Regulation 28 / ASISA classification typically uses SWIX (J406) -- or Capped SWIX (J433) as the equity benchmark for balanced funds. -- If your clients are predominantly in balanced/life-stage funds, -- update equity_index to 'J406' in each row below. -- -- To switch globally after seeding: -- UPDATE market_data SET equity_index = 'J406', equity_return = ; -- -- ──────────────────────────────────────────────────────────── -- BULK IMPORT FROM CSV -- ──────────────────────────────────────────────────────────── -- Once you have a CSV with columns: year,equity,bonds,cash,inflation -- (sourced from above providers), run: -- -- LOAD DATA LOCAL INFILE '/path/to/your/jse_data.csv' -- INTO TABLE market_data -- FIELDS TERMINATED BY ',' LINES TERMINATED BY '\n' -- IGNORE 1 ROWS -- (year, equity_return, bond_return, cash_return, inflation); -- -- Then update the metadata columns: -- UPDATE market_data -- SET equity_index = 'J203', -- bond_index = 'ALBI', -- cash_index = 'STeFI', -- data_source = 'Sharenet historical export', -- verified = 0; -- ============================================================ -- Sample structure insert (replace values with real sourced data): INSERT INTO market_data (year, equity_return, bond_return, cash_return, inflation, equity_index, bond_index, cash_index, data_source, verified) VALUES -- year J203 ALSI ALBI STeFI CPI (1993, 0.3521, 0.1423, 0.1201, 0.0975, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (1994, 0.1234, 0.1189, 0.1245, 0.0898, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (1995, 0.2341, 0.1534, 0.1378, 0.0856, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (1996, 0.1012, 0.1623, 0.1456, 0.0765, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (1997, -0.0432, 0.1312, 0.1389, 0.0854, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (1998, -0.1123, 0.1098, 0.1312, 0.0692, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (1999, 0.6123, 0.1523, 0.1234, 0.0523, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2000, 0.1234, 0.1245, 0.1189, 0.0502, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2001, 0.2987, 0.1678, 0.1023, 0.0578, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2002, -0.0876, 0.1534, 0.1312, 0.0993, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2003, 0.1789, 0.1234, 0.1145, 0.0589, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2004, 0.2532, 0.1012, 0.0923, 0.0412, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2005, 0.4712, 0.0987, 0.0789, 0.0389, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2006, 0.4123, 0.0812, 0.0712, 0.0481, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2007, 0.1987, 0.0756, 0.0934, 0.0698, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2008, -0.2634, 0.0634, 0.1123, 0.1134, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2009, 0.2845, 0.1023, 0.0834, 0.0712, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2010, 0.1923, 0.0923, 0.0667, 0.0347, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2011, 0.0234, 0.0812, 0.0589, 0.0521, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2012, 0.2678, 0.1512, 0.0512, 0.0524, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2013, 0.2156, 0.0034, -0.0012, 0.0545, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2014, 0.1023, 0.1023, 0.0567, 0.0612, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2015, -0.0312, 0.0189, 0.0612, 0.0476, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2016, 0.0212, 0.1523, 0.0723, 0.0634, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2017, 0.2089, 0.1012, 0.0712, 0.0532, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2018, -0.1134, 0.0134, 0.0734, 0.0479, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2019, 0.1289, 0.1234, 0.0712, 0.0394, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2020, 0.0712, 0.1623, 0.0634, 0.0328, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2021, 0.2756, 0.1012, 0.0412, 0.0463, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2022, -0.0912, 0.0234, 0.0623, 0.0693, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2023, 0.1923, 0.1089, 0.0812, 0.0529, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2024, 0.1534, 0.0923, 0.0756, 0.0478, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0), (2025, 0.1245, 0.0856, 0.0723, 0.0456, 'J203', 'ALBI', 'STeFI', 'Sharenet/SARB — VERIFY BEFORE PRODUCTION USE', 0); -- After loading verified data, mark rows as verified: -- UPDATE market_data SET verified = 1 WHERE data_source = 'Sharenet export 2026-01'; -- ── Optional: SWIX equity alternative ───────────────────────── -- If you want to run simulations against J406 (SWIX) instead of J203, -- add a second set of rows with a different equity_index tag, -- then filter by equity_index in DatabaseMarketData::load(). -- Example: -- INSERT INTO market_data (year, equity_return, ..., equity_index, ...) VALUES -- (2024, 0.1412, ..., 'J406', ...);