A program to manage stock exchange data, display stock charts, perform trade simulations using known and new technical indicators.

Needs .NET Framework 4.0 redistributable (can be downloaded automatically during setup)

 1. Setup a portfolio, add stock items

2. Update data from web

 

 

3. Fundamental data

 

4. Charts

 

Other features:

-combineable charts

-lots of technical indicators

-indicator editor for custom indicators

-sort by fundamental data

-stockpicking by trade analysis

-win/loss analysis and statistics

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General infos for members, contributors

CapitalResources:

 

 

Develop environment: Visual Studio 2010

Coding language: C#

 

As a starting point for new members, you can – as developer, tester, program manager:

 

  1. Download the program (executable) and try it out a while
  2. Read the help, tryout steps as described there
  3. Please write me, how much time per week you can contribute – pls. read also the infos for your role below

 

 

As tester

  1. Do the steps according to the help and find out, what is not working
  2. Compare it to the list of open points – I will send you the file “Errors wishes and versionhistory.xls” where I have a list/ plan of bugs / open points
  3. Write a bug report

 

 

As developer

 

  1. Download the source project
  2. Start the program using the Visual Studio project
  3. Download NUnit, configure project to run with your NUnit installation (under project settings... )
  4. Tryout the project Testcases – about 80% of the testcases should work, you will get an impression on the architecture of the program
  5. Read the plan of improvements – I will send you the file “Errors wishes and versionhistory.xls” where I have a list / plan of bugs / open points
  6. After the first impression, make yourself some thoughts, which part could be interesting for you – where you want to contribute, and contact me
  7. Please send me an email if you want to submit changes – so that I can add you to the list of developers
    On demand I will send you the info about subversion (which you have to install – configure)
  8. At the end of the file you will find a current list of change proposals

 

 

 

As manager

 

 

 

 

 

Greets,

Edgar

 

Things which need improvements:

 

 

Category

ToDo

Effort (minimal, rough estimation)

Testcases

 

 

 

tryout all testcases and fix the ones which do not work (probably more than 20% will not work any more)

10 pd

 

Add testcases for new functionality

10 pd

 

 

 

UI - main window (View.cs plus subcontrols)

 

 

 

 

 

enhance Trade control - make a proposal so that it is more intuitive and adjust buttons

3 pd

 

Replace grid control (version 2) with last version (4.11) of David Icardi
http://www.devage.com/Wiki/ViewArticle.aspx?name=sourcegrid&version=0

5 pd

 

Replace PropertyGrid by some nice custom control

1 pd

 

Portfolios shall be sorted alphabetically

1 h

 

Tools – Options  dialog – enhance UI

1 pd

 

GridVew : View Portfolio - adjust Value in Portfolio, WKN etc. in list

1 pd

Chart UI

 

 

 

resize chart window is not OK

1 h

 

second and third chart are displayed empty in some cases

1 h

 

Scroll chart is not smooth

1 h

 

Chart performance

1 pd

 

TradeEconomyIndicators are saved under TradeEconomy - and shown in each chart … - remove

2 h

 

Show TradeEvents - SHowCandlestick (TradeEvents not shown) - have to click again

1 h

 

Remove InterestCB from list of class indicators

2 h

 

Performance bad opening chart window - leftover

1 pd

 

Display TradeEvents in all charts

2 h

 

100% percent chart plotting - with CandleStick plot

1 h

 

Bad performance for first chart window (up to 30 s!) - if share data was changed in between - start update indicator thread after webupdate - or delete indicators!

1 pd

 

 

 

Quotes from internet

 

 

 

Search yahoo for financial data

2 pd

 

Search other free providers (google, msn) for better accessible quotes

2 pd

     

Search other free available databeses for stock data (like http://www.sec.gov/edgar/searchedgar/webusers.htm)

3 pd

 

Long timeout at slow web

2 h

 

replace last quote when updating properties!

1 h

 

 

 

Trading optimisations – for people interested in performance improvements, algorithms

 

 

 

trade costs customizable

2 h

 

performance

5 pd

 

Statistics windows (Trading) is empty

2 h

 

Look into last simulation - create dialog for this

1 pd

 

Simulate Portfolio silent - is not really silent

2 h

 

Portfolio Optimization - TradesSuccesful not correct

2 h

 

Click on button Create/Change tradeSystem does not change tradesystem - must click on Change TradeSystemFile to change to new values

2 h

 

Update trade system values in dialog does not update them in tradeSystem (only choose tradeSystem again updates them)

2 h

Economy simulations – see the Testcases – for a complete economy simulations consisting of thousands of virtual traders

 

 

 

Error opening Economy Excel File

1 pd

 

Create a simulation where 5 traders trade among themselves according to a simple Moving Average rool

1 pd

 

Create a simulation where 5 traders trade among themselves
-one trader only bonds
-another by expected retunr of invest
-the other ones buy and hold
-interest rate of central bank changes

2 pd

 

 

 

 

 

 

Helpfile

 

 

 

update existing pages with new (correct) screenshots

1 pd

 

create a fast introduction

2 pd

 

Create new help pages for added functionality

5 pd

 

On start of program, show tipps

1 pd

 

 

 

General

 

 

 

License file

2 h

 

Bad grid performance if large amount of quote data (like German Bonds Yield ~30 s for 8000 items)

4 h

 

Create a new installer package with
-custom application logo
-better bootstrapper support for .NET 2.0,
-support of multiple installed (side by side) versions
using for instance dotnetinstaller from http://www.devage.com/Wiki/ViewArticle.aspx?name=dotnetinstaller&version=0

 

 

 

1 pd

 

 

 

 

 

 

 

 

 

 

 

 

Bugfixes

 

 

 

 

 

Last edited Jan 4, 2011 at 11:57 PM by edgar005, version 16