Homework H17

Option transactions

Learning Goals

Creating option transactions

Context

FinCalc

“Dearest,
I trust this digital missive finds you in a PINNACLE of health and spirits. I write to apprise you of my imminent absence from the workplace as I embark upon an OPULENT sojourn to the Amalfi Coast. This well-deserved hiatus from the arduous demands of my executive responsibilities will afford me the opportunity to rejuvenate in that SPLENDID Italian locale. Ta-ta!”
Mmm. Only Stockton would announce a vacation like a 19th-century aristocrat.
You lean back in your chair.  Maybe this is good news. You needed a few days of peace to finish the option transactions. The Spartan Trader is already pulling market data. Portfolio metrics are working. Stock transactions are validated. The trader might even be ready to place its first trade before Stockton boards his flight back to New York.
“I am on it, Boss!” you say to yourself, thinking that if you move fast enough you might even find time to start planning your own Italian vacation.

Task

Build a system that satisfies the requirements.
Want to submit as a team?  These are are instructions.

Criteria/Requirements

Your work must satisfy the following requirements

  • Everything from all previous homework must be implemented correctly
  • Assume that for the time being you are teamID 30, even if you already have a teamID assigned
  • Compute and visualize: Type, Qty, Symbol, Strike, Dividend, Price, Trans. Cost, Tot. Value, CAccount AT, Interest SLT, Margin AT for the Options.
  • Make sure that all the values on the dashboard are professionally visualized.  75249221.7224 is hard to read: $ 75,249,221 is much easier.
  • Switching databases clears all visualized data, updates the metrics, and brings the user back to the dashboard.

Hints and Tips

  • This homework requires DB access (= you may not use the big Shumway lab and most of RRH 300).
  • As before and for the remainder of the Spartan Trader series, the videos are strong hints, but not the full solution.
  • In class we discussed how to check each metric. Take the time to do it.
  • Some tables may be empty or contain different data than in the video. That is OK. Check against the databases.
  • Feel free to change the look and feel of your app, provided that the interface is easily understandable by the grader.  You are the developer and the user. You build it the way you like it. You will use it in the Hedge Tournament.

Patches

  • In a couple of instances the video showed a message box with a message similar to "MessageBox.Show(MessageBox.Show(" - the repetition is a harmless typo and can be safely deleted.
  •  Insert the following at the end of the loop that loads the tickers and symbols in their CBoxes:  TickersCBox.Text = "Pick a ticker" SymbolsCBox.Text = "Pick a symbol"
  • Delete .Trim() from the code behind all the manual stock trade buttons every time you see SelectedItem.Trim()
  • Insert Math.Abs in one of the rules in the compliance engine:  If Math.Abs(T.marginAT) > maxMargin Then ...