Investor 1.0.0

Welcome to Investor - created and maintained by Sascha Wildgrube.

Features

The Investor app enables users to manage their investment portfolios.

Prices can be loaded using the market data API provided by Alphavantage. Based on these market prices, the current value and performance of user portfolios are displayed.

Special events (like the death cross, golden cross, or significant daily performances) are identified. A limited number of trading signals are derived from such events.

Tasks are generated for users on a daily basis which should encourage users to review specific positions in their portfolios.

Disclaimer

Investor is NOT an officially supported ServiceNow product.

Investor does NOT come with any kind of warranty. If you use it, you own it!

System Requirements

• Rome
• Access to GitHub.com
• DevTools 1.32.0

Prerequisites

In order to operate the Investor app the following prerequisites are required:

• An API key from alphavantage (to load prices)
• An API key from openfigi (to identify notations at an exchange)

Installation

1. Create an account on GitHub (if not done already).
2. Create a personal access token for your GitHub account.
3. Paris or later: Add credentials to access GitHub (Use "Basic Auth").
4. Fork the repository https://github.com/saschawildgrube/servicenow-devtools.
5. Go to Studio and import the DevTools application from source control.
6. Fork the repository https://github.com/saschawildgrube/servicenow-investor.
7. Go to Studio and import the Investor application from source control.
8. The x_snc_investor.AppInstall() function must be executed.
   Run the following script as a background script in scope x_snc_investor:

x_snc_investor.AppInstall();

9. Set the sn_atf.runner.enabled system property to true to activate the ATF test execution (if not set already).
10. Run the DevTools test suite.
11. Run the Investor test suite.
12. Read access to the fx_currency table must be granted to users with the x_snc_investor.user role
13. The alphavantage api key must be stored in the global system property "investor.marketdata.api.alphavantage.apikey".
14. The openfigi api key must be stored in the global system property "investor.marketdata.api.openfigi.apikey".
15. To enable the Investor app to load prices for an instrument, at least one exchanges at which these instruments are traded must be manually activated. To do this the exchange must be set to active AND the symbol code must be entered.
16. Instruments that users want to add to their portfolios must be manually added to the table. By default users can create issuers and instruments by themselves.

Ideas and Known Issues

• Price data can only be loaded using the alphavantage api. In the future an extension point may allow the support of any market data api of choice.
• Same applies to the use of the openfigi api to identify instrument symbols at exchanges.
• The included exchange list does not contain the exchange symbol which is required by the alphavantage api. This requires that the exchange symbol is identified by an admin and must be entered manually - this should be automated.
• Instruments should be identified and loaded automatically and should not need to be added manually.

Reference

System Properties

• x_snc_investor.active

  Controls if the Investor application is active.

• x_snc_investor.exchange_list

• x_snc_investor.log.active

  Controls if the Investor application produces log output.

UI Actions

• Alphavantage Adjusted Daily Prices (x_snc_investor_notation)

  Requests adjusted daily prices from the Alphavantage API and displays them on screen.

• Alphavantage Daily Prices (x_snc_investor_notation)

  Requests daily prices from the Alphavantage API and displays them on screen.

• Alphavantage Symbol Search (x_snc_investor_notation)

  Requests the Alphavantage API with the current notation's symbol as the search query.

• Calculate Key Figures (Daily) (x_snc_investor_notation)

  (Re-)calculate the key figures based on available daily prices for the notation.

• Calculate Portfolio (x_snc_investor_portfolio)

  (Re-)calculate the portfolio's key figures and positions based on the available transactions.

• Create Issuer (x_snc_investor_instrument)

  Creates a new issuer that can be associated with an instrument.

• Details (global)

  Opens a detail page of an instrument on a market data information website in a new browser tab.

• Done (x_snc_investor_task)

  Marks the current task as completed and hide it from the user's task list.

• Load Notations (x_snc_investor_instrument)

  Identify all available notations for the instrument based on the active Exchanges.

• Load Prices (Daily) (x_snc_investor_notation)

  Loads daily prices for the notation and stores them in the database.

• OpenFigi Symbols (x_snc_investor_instrument)

  Requests the OpenFigi API with the instrument's ISIN and displays the available symbols on the screen.

• Set Latest Price (Daily) (x_snc_investor_notation)

  (Re-)sets the reference to the latest daily price record in the notation record.

License

Copyright 2022 by Sascha Wildgrube

Licensed under the Apache License, Version 2.0 (the "License")

You may not use DevTools except in compliance with the License.

You may obtain a copy of the License at: https://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

Release Notes

1.0.0 - 2022-01-20

First baselined version