User:Bpeller

From KDE TechBase

Central Stock Price Information

Components:

  • Always-on Backend:
The backend handles all quote retrieval/storage, and provides a public interface for client applications to query for whatever information they need. The backend also serves as a centralized place for consolidating various price-manipulation maths common to applications' needs.
  • Central/Master UI: Some form/combination of plasmoid/application/kpart/kcm...
Cumulative functionality should support something along the lines of:
  • Viewing/browsing watchlists (and their respective symbols' intraday quotes). Probably as a modified version of this plasmoid.
  • Managing which symbols and watchlists the backend permanently stores data for. Possibly as part of the plasmoid.
  • Configuring the backend's default historical and intra-day data sources. (And maybe resource/performance settings.)
YahooCSV: Download quotes from Yahoo! (Default - Intra-Day & Historical)
Directory: Import/monitor quotes from a directory containing CSV files. (For users with paid-data services.)
YahooWEB: Time Permitting: Parse real-time data from the finance.yahoo.com website. (Intra-Day only)
  • Exporting (certain) stored backend data to CSV.

Backend Functionality/Public DBus Interfaces:

  • Management of stored symbols and watchlists
Clients can add/request-to-remove symbols to/from the database.
Clients can add/retrieve/request-to-modify global watchlists and use them locally.
  • Intra-Day Quotes / Most-Recent Daily Close (if after market hours)
Inputs:
  • Symbol
  • Optional: Select:
Absolute: the real values (Default)
Percent: Percent change from previous close
Output: SingleBarStruct: Contains a KDateTime, the Open, High, Low, Close, Volume, and, if applicable, the Open Interest (eg for futures). Optional & Time Permitting: and Beta.
  • Previous Day (convenience function)
Inputs:
  • Symbol
  • Optional: Select:
Absolute: the real values (Default)
Percent: Percent change from previous close
Output: SingleBarStruct: Contains a KDateTime, the Open, High, Low, Close, Volume, and, if applicable, the Open Interest (eg for futures). Optional & Time Permitting: and Beta.
  • Company Information, Key Statistics and Fundamentals
Inputs:
  • Symbol
  • Parameters (keys)
Initially most (all?) parameters easily available from Yahoo will be supported. Time permitting, more information sources can be added (such as parsing parameter values from Yahoo's Key Statistics webpage).
Ideally, there should probably be a way to query what keys are available, as well as key-lookup by human-readable names.
Output:
  • A container object holding the requested parameters' key-value pairs.
  • Historical Quotes
Inputs:
  • Symbol
  • Time Period: Specify by providing:
A major time unit. (Minutely, Daily, Weekly, Monthly)
Optional: A multiplier. Default = 1.
  • Length of historical data:
Optional: Specify an end date. Defaults to the most recent close.
Specify a duration (relative to the end date) by providing one of the following:
A start date.
A length of elapsed time units, independent of the requested time period.
Or directly as a number of bars.
  • Optional: Type of historical data:
Adjusted: (Default) Prices adjusted for splits and dividends.
Absolute: Raw price data. (Provided by default if the requested symbol has no splits or dividends.)
  • Optional: A maximum lookback. Default = 0.
The number of "hidden" bars (older than the start date) to return. Used by technical analysis indicators so their results will be complete for the requested length of "shown" price data.
Output:
  • A container object holding the input parameters used to produce the data, as well as the data itself, stored as a list of SingleBarStructs. (Or however, containing the same outputs - What would be easiest for MVC-based clients?)


Dreams for the Future: (time permitting)

  1. Support for calculating relative price/performance between multiple data sets.
  2. Support for calculating custom "Market Indexes" from watchlists.
  3. Support for browsing/querying sectors and industries, as well as tracking their performance using (1) and (2).
  4. [Maybe] Technical Analysis Indicators: Essentially this would be providing a Qt-like API wrapped around TA-Lib's Abstract runtime interface. TA-Lib requires data to be stored in STD c++ arrays, as well as requiring the frequent reuse of non-cheaply-calculated data, so from a convenience/performance standpoint it probably makes the most sense to try to centralize indicator support inside Alkimia. However, TA-Lib isn't exactly available for most (all?) distributions, let alone included by default, so that's definitely a big reason to avoid said integration. [Then again, aside from Qtstalker, I don't know of any even remotely-active *Linux* projects using it so... what incentive have they had?]
  5. [Depends on TA-Lib] Manual calculation of Beta with controllable inputs. This ability is probably most important for bigger private investors (AKA "the sharks" with >$100k(?) ), portfolio analysts, and institutions/banks, and is especially important for those involved in international markets who do not want to base their calculations off American markets, as Yahoo's provided Beta (is assumed to) do.
  6. [Maybe] Store symbols/statistics using Nepomuk relationships. For example, symbols could be associated with a Sector, an Industry, and Market Capitalization.


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