There are plenty of free web portals for doing research to pick a stock . Example, Yahoo finance, Google Finance, finviz, trading view etc. These provide valuable information such as real-time quotes, charts, news, institution actions etc. However, it requires hopping to different web browser tabs or windows,
RVV Quotemate attempts to provide a balance by providing a split view where top view provides real time quotes, alerts etc for the portfolio and bottom view displays the chosen web portal for the selected stock.
RVV Quotemate has following features.:
- Define multiple portfolios
- Configure real time quotes source
- Configure timeout for refreshing Quotes and news
- Configure a wide range of information to display
- Configure alarms based on a wide range of parameters
- Print portfolios
- Refresh quotes and News on demand
- define URLs that display a wide range of information for a selected stock
- Browse , Refresh, move and back and forth web pages
Implementation
- The Application is written in C++ using MFC framework
- For getting real time quotes and other information, HTML Agility pack is used for web scraping.
- For displaying web pages, Chromium Embedded Frame work is used.
- SimpleIPC is used for coordination between different services
Workflow
Create a portfolio
- Click on "new portfolio" icon
- Enter a name for the portfolio
- Enter symbols in the following format <exchange>,<symbol><SPACE><exchange>,<symbol><SPACE>
e.g, NASDAQ,AAPL NYSE,NOW
Special symbols: NYSE,^DJI NASDAQ,^IXIC INDEXSP,^GSPC
4. Finally click Save icon to save,
Configure auto refresh settings
Quote and news data can be refreshed automatically if Auto Refresh is checked. Change Quote data refresh timeout and News data refresh timeout. The current settings are 5 and 10 minutes respectively. Alternatively Quote and news data can be refreshed manually.
Enable Triggers automatically checks the quote and news data and alerts if conditions are matched as specified in the triggers.
Configure columns
Various information can be displayed. The columns to display or hide can be done using right and left signals. Similarly the position of a column can be changed by moving up and down signals.
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Column
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Remark
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Exchange
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Stock exchange NYSE, NASDAQ
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Symbol
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Equity symbol
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Alaram
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Current active Alarm
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High Alaram and Low Alaram
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High and Low trading price to trigger alarm
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Last Trade
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Last trading price of the stock
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Change, change 1-5
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Last changes of the trading price of the stock
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Open
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Open value of the trading price of the stock
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Volume
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Current volume
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Prv Close 1-5
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Last 5 closing prices of the
stock
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Day Range
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Day's range
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52Wk Range
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52 weeks range
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Ask
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Current ask price
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Bid
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Current bid price
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Bought
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Quantity bought
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Paid
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Price paid per stock
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Value
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Total value
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Setup Triggers
Four categories of Triggers can be set.
1. Price based
2. Change based
3. Intra change based.
4. News based
Price based
This trigger is symbol specific for the selected scrip from the dropdown list. it's useful when focusing on a few stocks.
Purchase Info - Enter quantity and price information. This total value is calculated and displayed in the value column.
Price Alert - Enter price value to alert if the price of the scrip goes above the upper limit or goes below lower limit. For e.g., AAPL ticker price goes above 130 or goes below 110. Upper limit alert is shown as $P+ and lower limit alert is shown as $P-.
Change based
These triggers are symbol agnostic and monitored for all the stocks in the selected portfolio.
Two types of triggers can be defined.
Change Alert
This alert is based on current price scrip compared to its last closing price .
$ change - if the $ price difference between current value of the stock and last closing price goes above the upper limit or goes below the lower limit.
For example, if TSLA gained 40 points since last close. similarly if BKNG lost 10 points since last close. Upper limit alert is shown as $C+ and lower limit alert is shown as $C-.
% change - same above except percentage change is considered. Therefore if the % price difference between current value of the stock and last closing price goes above the upper limit or goes below the lower limit.
For example, if SHOP gained 1% since last close. similarly if ZOOM lost 2% since last close. Upper limit alert is shown as %C+ and lower limit alert is shown as %C-.
Intra Change Alert
This alert is based on current price of the scrip compared to its previous price during the current session.
$ Intra change - if the $ price of the stock rose by upper limit within upper limit timeout.
For example, if SHOP gained 5 points with in last 5 mins. similarly if NVDA lost 6 points with in last 5 minutes. Upper limit alert is shown as $I+ and lower limit alert is shown as $I-.
$ change - same above except percentage change of the stock price is considered. Therefore if the price difference between current value of the stock rose above the upper limit or fell below the lower limit within upper limit timeout or lower limit timeout.
For example, SHOP gained 2 % of its value within last 5 minutes. similarly if ZOOM lost 1% of its value within last 3 minutes. Upper limit alert is shown as %I+ and lower limit alert is shown as %I-.
News Alert
News alert is is triggered if the time difference between latest news published and the last news accessed is more than 10 minutes.
For example, if the last GOOG news accessed was at 3:30 pm and if the new news is available at 3:41 pm, the news alarm is raised. The next alarm is raised if the new news arrives after 10 minutes i.e., after 3:51pm.
Clear News Data clears the cached time of the last published news if checked.
Manage Bookmarks
In the public domain, there are a lot of highly useful websites that offer free services such as charting, analysis etc. The usefulness of the system can be enhanced by browsing such websites without switching to a browser. Simply select the bookmark from the toolbar and click adjoining "open bookmark " button. The second split window will display it's contents.
To define more bookmarks,
1. Click on New bookmark icon
2. Enter a name
3. Update url address.
4. click Save button
While defining URL, use <Symbol()> to pass the ticker selected in the top window.
0 => exchange 1 => ticker.
Example, if AMZN is selected, <Symbol(0:1)> would pass NASDAQ:AMZN or , <Symbol(1)> would pass AMZN.
Optionally -SCROLL=n can be used to scroll n lines after the page is loaded.
In addition, navigation arrows on tool bar can be used to go back and forth. Refresh button an be used to refresh.
Generate Report
Using the print command, reports can be generated as shown below.
Source and Binaries can be found
here.
