Company Tracker

Company Tracker | CIS 4100May 18, 2009

04/12/23 Jaime Moran - CIS 4100 - Spring 2009

Overview


Purposes•Track Company Financial Data

•Compare a fundamentals•PE•EPS•Dividend Yields•ROE•And other ratios

•Evaluate Technical Data•Visualize Historical Data

Program DesignClasses


Importing Data

Reuters Data Compatible through Excel tab delimited files


Importing Data

Tab Delimited Files


Importing Data

Loading data after a compatible file has been loaded. Notice how the RIC from Reuters has been change to a standard ticker, and company name has been formatted to lowercase.


Browse Button


/* creating new open file dialog box*/ OpenFileDialog^ openFileDialog1 = gcnew OpenFileDialog();

/* setting filters for compatible data*/ openFileDialog1->Filter = "Text File (Tab Delimited)|*.txt"; openFileDialog1->Title = "Select a File";

/*the dialog box is shown automatically*/

/*when the dialog box is closed get the file path*/ if(openFileDialog1->ShowDialog() == System::Windows::Forms::DialogResult::OK){

/*get the path received into the textbox*/ txtPath->Text = openFileDialog1->FileName;

}

/* creating new open file dialog box*/ OpenFileDialog^ openFileDialog1 = gcnew OpenFileDialog();

/* setting filters for compatible data*/ openFileDialog1->Filter = "Text File (Tab Delimited)|*.txt"; openFileDialog1->Title = "Select a File";

/*the dialog box is shown automatically*/

/*when the dialog box is closed get the file path*/ if(openFileDialog1->ShowDialog() == System::Windows::Forms::DialogResult::OK){

/*get the path received into the textbox*/ txtPath->Text = openFileDialog1->FileName;

}

Importing Companies


companyImportList->Add(gcnew CCompany(columns[0],

columns[1], columns[2], Convert::ToInt64(columns[4]), Convert::ToDouble(columns[5]), Convert::ToDouble(columns[6]), Convert::ToDouble(columns[8]), Convert::ToDouble(columns[9]), Convert::ToDouble(columns[10]),

Convert::ToDouble(columns[11])));

companyImportList->Add(gcnew CCompany(columns[0],

columns[1], columns[2], Convert::ToInt64(columns[4]), Convert::ToDouble(columns[5]), Convert::ToDouble(columns[6]), Convert::ToDouble(columns[8]), Convert::ToDouble(columns[9]), Convert::ToDouble(columns[10]),

Convert::ToDouble(columns[11])));

CompaniesDB->ImportCompanies(companyImportList);CompaniesDB->ImportCompanies(companyImportList);

companyImportList = gcnew List<CCompany^>();companyImportList = gcnew List<CCompany^>();

StreamReader

Importing Data

Text files must have twelve columns of data.Data consistency and program stability.04/12/23 Jaime Moran - CIS 4100 - Spring 2009

Checking Compatibility


// read contents of file while(txtIn->Peek() != -1){

// read lines of text String^ row = txtIn->ReadLine();

// split line to find # of columns array<String^>^ columns = row->Split('\t');

/*checks if the file is compatible*/ if(columns->Length!=12){

MessageBox::Show("The selected file is not compatible.", "Error Reading File", MessageBoxButtons::OK ,MessageBoxIcon::Error);

break;}else{…….}

// read contents of file while(txtIn->Peek() != -1){

// read lines of text String^ row = txtIn->ReadLine();

// split line to find # of columns array<String^>^ columns = row->Split('\t');

/*checks if the file is compatible*/ if(columns->Length!=12){

MessageBox::Show("The selected file is not compatible.", "Error Reading File", MessageBoxButtons::OK ,MessageBoxIcon::Error);

break;}else{…….}

Company Management

Mimics a Database using classes to load and save list of company objects into text files


Program Design:Company Management Classes


Company Management:Sorting Companies

Using a ListView control and a ListViewItemSorter class, data can be sorted. This allows company performance comparison.


Sorting Companies


// creates a list view item comparer CListViewItemComparer^ lviComparer =

gcnew CListViewItemComparer(e->Column);

// set the order and apply it to the listview control if(e->Column == lastColSorted){……}

//apply the comparer to the listview listView1->ListViewItemSorter = lviComparer;

//set flags lastColSorted = e->Column; lastSortOrder = lviComparer->Order;

//apply row colors to list view AlternateRowColorListView();

// creates a list view item comparer CListViewItemComparer^ lviComparer =

gcnew CListViewItemComparer(e->Column);

// set the order and apply it to the listview control if(e->Column == lastColSorted){……}

//apply the comparer to the listview listView1->ListViewItemSorter = lviComparer;

//set flags lastColSorted = e->Column; lastSortOrder = lviComparer->Order;

//apply row colors to list view AlternateRowColorListView();

Company Management: Searching Companies

The user can search for companies using the search box. While text is being entered the possible matches are highlighted in the company list.


Searching a Company


/* get item from listview */ListViewItem^ resultLvItem = listView1->FindItemWithText(ticker);

if(resultLvItem != nullptr){/* select item and ensure is visible */resultLvItem->Selected = true;listView1->EnsureVisible(resultLvItem->Index);

}

/* get item from listview */ListViewItem^ resultLvItem = listView1->FindItemWithText(ticker);

if(resultLvItem != nullptr){/* select item and ensure is visible */resultLvItem->Selected = true;listView1->EnsureVisible(resultLvItem->Index);

}

Company Management: Adding Companies


•Dropdown combo box allows easily selection of sectors.•Sectors are loaded using a Sectors object

Company Management: Adding Companies

• Data validation allows data consistency and offers aid to the user when manually adding companies.

• If a company already exists in the database, inform the user and prevent adding the duplicate data.


Adding a Company to the DB


frmAddCompany^ FAddCompany = gcnew frmAddCompany(); CCompany^ newCompany = FAddCompany->GetNewCompany();

/* if the company object received is not null save it*/ if(newCompany != nullptr){

/* check if the company exists*/ if(CompaniesDB->CompanyExists(newCompany)){

MessageBox::Show("The company " + newCompany->Ticker + " already exists.","Company Already Exists");

}else{ /*adding company*/ CompaniesDB->AddCompany(newCompany); /* update list view*/ UpdateListView();

} }

frmAddCompany^ FAddCompany = gcnew frmAddCompany(); CCompany^ newCompany = FAddCompany->GetNewCompany();

/* if the company object received is not null save it*/ if(newCompany != nullptr){

/* check if the company exists*/ if(CompaniesDB->CompanyExists(newCompany)){

MessageBox::Show("The company " + newCompany->Ticker + " already exists.","Company Already Exists");

}else{ /*adding company*/ CompaniesDB->AddCompany(newCompany); /* update list view*/ UpdateListView();

} }

Company Management: Editing Companies

• Companies can be edited by selecting a company from the database and clicking on the edit button.


Editing Companies


// get the selected item ListViewItem^ itemSelected = listView1->SelectedItems[0]; CCompany^ selectedCompany =

CompaniesDB->GetCompany(itemSelected->Text);

frmAddCompany^ FEditCompany = gcnew frmAddCompany(); CCompany^ editedCompany =

FEditCompany->EditCompany(selectedCompany);

if(editedCompany != nullptr){ /* replace company */ CompaniesDB->AddCompany(editedCompany); CompaniesDB->RemoveCompany(selectedCompany);

/* update listview*/ UpdateListView();



frmAddCompany^ FEditCompany = gcnew frmAddCompany(); CCompany^ editedCompany =

FEditCompany->EditCompany(selectedCompany);

if(editedCompany != nullptr){ /* replace company */ CompaniesDB->AddCompany(editedCompany); CompaniesDB->RemoveCompany(selectedCompany);

/* update listview*/ UpdateListView();

Company Management: Deleting Companies

• To delete a company from the database just select it and click delete, after the confirmation appears click yes.


Deleting a company




if(selectedCompany != nullptr){ // get delete confirmation String^ msg = "Are you sure you want to delete " +

selectedCompany->Ticker + "?"; ::DialogResult button = MessageBox::Show(msg, "Comfirm Delete", MessageBoxButtons::YesNo); if(button == ::DialogResult::Yes){

CompaniesDB->RemoveCompany(selectedCompany); UpdateListView();

}



if(selectedCompany != nullptr){ // get delete confirmation String^ msg = "Are you sure you want to delete " +

selectedCompany->Ticker + "?"; ::DialogResult button = MessageBox::Show(msg, "Comfirm Delete", MessageBoxButtons::YesNo); if(button == ::DialogResult::Yes){

CompaniesDB->RemoveCompany(selectedCompany); UpdateListView();

}

Company Details


SendToCompanyDetails(Ccompany)


// make sure the detail's form for that company is closedif(!IsCompanyDetailsOpen(someCompany->Ticker)){

// initialize and show child form/*setting child window*/FCompanyDetails = gcnew frmCompanyDetails();FCompanyDetails->MdiParent = this->MdiParent;FCompanyDetails->Text = someCompany->Ticker + " - Company Details";

/* setting position */FCompanyDetails->StartPosition =

FormStartPosition::CenterParent;

/*send company to form */FCompanyDetails->DisplayCompany(someCompany);FCompanyDetails->Show();

// make sure the detail's form for that company is closedif(!IsCompanyDetailsOpen(someCompany->Ticker)){

// initialize and show child form/*setting child window*/FCompanyDetails = gcnew frmCompanyDetails();FCompanyDetails->MdiParent = this->MdiParent;FCompanyDetails->Text = someCompany->Ticker + " - Company Details";

/* setting position */FCompanyDetails->StartPosition =

FormStartPosition::CenterParent;

/*send company to form */FCompanyDetails->DisplayCompany(someCompany);FCompanyDetails->Show();

Company Details:Overview

Displays Fundamentals, competitors and a chart to visualize historical quotes.


Company Details:Downloading Quotes

• After clicking the button data is automatically downloaded and stored in the hard drive for future reference.


Downloading Quotes


ticker = ticker->ToUpper();String^ downloadFolder = "C://files//FINA//PRICEDATA//"+ ticker +".csv";String^ website = "http://www.google.com/finance/historical?q=" + ticker + "&output=csv";

try{/* creates a new WebClient object */WebClient^ wc = gcnew WebClient();/* download file to assign download folder */wc->DownloadFile(website,downloadFolder);/* if file downloaded successfully */MessageBox::Show("Company data for " + ticker + " downloaded

successfully.", "Data Downloaded");/* get a company object from the label ticker and redraw a chart*/DrawChart(someCompany);

}catch(WebException^ e){/* File could not be downloaded */...}

ticker = ticker->ToUpper();String^ downloadFolder = "C://files//FINA//PRICEDATA//"+ ticker +".csv";String^ website = "http://www.google.com/finance/historical?q=" + ticker + "&output=csv";

try{/* creates a new WebClient object */WebClient^ wc = gcnew WebClient();/* download file to assign download folder */wc->DownloadFile(website,downloadFolder);/* if file downloaded successfully */MessageBox::Show("Company data for " + ticker + " downloaded

successfully.", "Data Downloaded");/* get a company object from the label ticker and redraw a chart*/DrawChart(someCompany);

}catch(WebException^ e){/* File could not be downloaded */...}

Program Design:Sectors and Historical Data


/* load companies from file into memory */CompaniesDB->LoadCompanies();

/* get a list of companies by sector */List<CCompany^>^ companiesBySectorList =

CompaniesDB->GetCompaniesBySector(someCompany->Sector);

/* load companies from file into memory */CompaniesDB->LoadCompanies();

/* get a list of companies by sector */List<CCompany^>^ companiesBySectorList =

CompaniesDB->GetCompaniesBySector(someCompany->Sector);

/* get historical data */List<COHLC^>^ ohlcList =

someCompany->GetHistoricalData();

/* get historical data */List<COHLC^>^ ohlcList =

someCompany->GetHistoricalData();

Charting Data


if(someCompany->HistoricalDataExists()){/* setting chart style */chart1->Series["Prices"]->ChartType = SeriesChartType::Line;/* enable chart options */groubBxChartOptions->Enabled = true;rdbtnLine->Checked = true;/*Historical Data Status */lblHistoricalDataStatus->Text += " was last updated on: " +

someCompany->HistoricaDataLastUpdated();

/* set series to be drawn in the chart*/for each(COHLC^ item in ohlcList){

chart1->Series["Prices"]->Points->AddXY(item->Date,item->Open,item->High,item->Low,item->Close);

}…}

if(someCompany->HistoricalDataExists()){/* setting chart style */chart1->Series["Prices"]->ChartType = SeriesChartType::Line;/* enable chart options */groubBxChartOptions->Enabled = true;rdbtnLine->Checked = true;/*Historical Data Status */lblHistoricalDataStatus->Text += " was last updated on: " +

someCompany->HistoricaDataLastUpdated();

/* set series to be drawn in the chart*/for each(COHLC^ item in ohlcList){

chart1->Series["Prices"]->Points->AddXY(item->Date,item->Open,item->High,item->Low,item->Close);

}…}

Company DetailsChart

Company details, displays fundamental data along competitors and a chart of the historical prices for the last year.


Company DetailsChart Options



• Line chart, last three months04/12/23 Jaime Moran - CIS 4100 - Spring 2009



• Stock chart, last three months



•Candlestick style and three months back.

Viewing Multiple Companies

• MDI Applications: Multiple Document Interface04/12/23 Jaime Moran - CIS 4100 - Spring 2009

Program Design:Tracking Events Class


Tracking Events:Adding Events


Adding Events


ListViewItem^ lvitem = gcnew ListViewItem(dtpDate->Value.ToShortDateString());

lvitem->SubItems->Add(txtTicker->Text->ToUpper()); lvitem->SubItems->Add(txtEvent->Text); lvEvents->Items->Add(lvitem);

EventsDB->SaveEvents();

ListViewItem^ lvitem = gcnew ListViewItem(dtpDate->Value.ToShortDateString());

lvitem->SubItems->Add(txtTicker->Text->ToUpper()); lvitem->SubItems->Add(txtEvent->Text); lvEvents->Items->Add(lvitem);

EventsDB->SaveEvents();

/*initialize Events DB */ EventsDB = gcnew CCalendarEvents();

/* link the DB to a list view control */ EventsDB->LinkToListView = lvEvents;

/* load all data into the liked listview*/ EventsDB->FillEvents();

/*initialize Events DB */ EventsDB = gcnew CCalendarEvents();

/* link the DB to a list view control */ EventsDB->LinkToListView = lvEvents;

/* load all data into the liked listview*/ EventsDB->FillEvents();

Tracking Events:Viewing and Deleting Events


Program Design:Other Classes


File Structure


Directory

Companies.txt

events.txt

File Structure:Historical Quotes


GOOG.csv

Documents

Company Tracker