Welcome to Investor - created and maintained by Sascha Wildgrube.
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.
Investor is NOT an officially supported ServiceNow product.
Investor does NOT come with any kind of warranty. If you use it, you own it!
In order to operate the Investor app the following prerequisites are required:
Controls if the Investor application is active.
Controls if the Investor application produces log output.
Requests adjusted daily prices from the Alphavantage API and displays them on screen.
Requests daily prices from the Alphavantage API and displays them on screen.
Requests the Alphavantage API with the current notation's symbol as the search query.
(Re-)calculate the key figures based on available daily prices for the notation.
(Re-)calculate the portfolio's key figures and positions based on the available transactions.
Creates a new issuer that can be associated with an instrument.
Opens a detail page of an instrument on a market data information website in a new browser tab.
Marks the current task as completed and hide it from the user's task list.
Identify all available notations for the instrument based on the active Exchanges.
Loads daily prices for the notation and stores them in the database.
Requests the OpenFigi API with the instrument's ISIN and displays the available symbols on the screen.
(Re-)sets the reference to the latest daily price record in the notation record.
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.
First baselined version