Homework H19

Fincharts!

Learning Goals

Creating financial charts from data retrieved from a remote database.

Context

FinCalc

“VISUALIZATION is the mother of the most EXQUISITE data analysis. The best traders at LongShort - like Maya” Mr. Stockton continues, “not only understand financial models and the underlying economics — they are also well versed at reading charts.”
Maya beams a huge smile. She heard the praise.
“That makes sense,” you reply, “charts are a great way to spot trends and patterns.”
“Your reasoning is UNIMPEACHABLE!” he declares.
A couple of traders glance up from their screens. 'Unimpeachable'?
“We must therefore add to the Spartan Trader the ability to produce real-time charts of the securities in our universe.”
You nod. "We" meant "you", but compared with portfolio metrics and execution engines, this one feels like a walk in Central Park.
“Of course,” you say, “I am on it, Boss.”

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
  • From now on use your team ID, not teamID 30
  • Visualize in charts all available data on stocks, options, and the SP500.  Soon we will transition to the new tickers set. You will see new tickers and reduced, non-final IPs.  Your Spartan trader should be able to chart either set without any problem. 

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.
  • 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

The video misses a couple of functions, that you can copy and paste below

 Public Function DownloadDataForStockChart(ticker As String) As DataTable
        Dim mySQL As String
        ticker = ticker.Trim()
        If ticker = "SP500" Then
            mySQL = "Select date, value as 'ask', value as 'bid' from stockindex where Symbol = 'SNP'"
        Else
            mySQL = "Select date, bid, ask from stockmarket where ticker = '" & ticker & "'"
        End If
        Return RunQuery(mySQL)
    End Function

    Public Function DownloadDataForOptionChart(symbol As String) As DataTable  is left for you to complete as part of the assignment.