Finance widgets

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Note
This page is about the finance data-driven widgets included into Elementi 2016 and later. See more about Data feeds in general.

Introduction

Finance widgets enable users to automatically display financial data such as exchange rate, market data, etc. The data is provided by Yahoo! Finance and the European Central Bank.


Note Notes:
  • The data is provided by third-party financial providers and therefore falls under their respective terms and conditions.
  • The current version of these widgets is not compatible with multiscreen content.

Video tutorials

Finance widgets

Under the "Finance" folder of Elementi 2016 Widgets, you can find five ready-to-use widgets that automatically display market data and exchange rate from Yahoo! Finance and the European Central Bank data source:

Finance widgets
  • Exchange Rates
    Display the exchange rate between two selected currency on a single line. The font size is adjusted automatically for the text to fit into the widget area.
  • Exchange Rates Table and Exchange Rates Table Inverse
    Display the exchange rate between a selected base currency and any number of currencies in a table format. The normal table shows exchange rate form the base currency, whereas the inverse table shows exchange rate to the base currency.
  • Market data
    Display the selected market data on a single line. The font size is adjusted automatically for the text to fit into the widget area.
  • Market Date Table
    Display the selected market data in a table format.

Configuration

Each of the widgets above can be customized using the options provided under "Properties" tab - for more details go to the dedicated page of each widget type, linked above.


Note Note: At any point, the data source configuration can be tested by clicking on the "Test..." button.

Exchange Rates / Market data widgets properties

Foreign Exchange properties

The following properties, found under "Properties" tab, can be used to customize the widget:

  • Data
    Click on the Data Feed Properties button (it opens the Data Properties dialog for Foreign Exchange or for Market Data).
  • Locale
    Select the locale used for displaying dates and numbers.
  • Format
    Click on the "Edit Text" button (it opens the "Edit Text" dialog) and edit the text template used for displaying the financial data. The text template should contain one or more data placeholders (e.g., [[base_currency]]). It can also have different text styles (font family, bold, italic, color) within, however the data placeholders must be treated as wholes (i.e. any style change must be applied to the entire string including the square brackets). The font size however cannot be manually set, because it is calculated automatically by the widget.

Finance Table widgets properties

Foreign Exchange Table properties

The following properties, found under "Properties" tab, can be used to customize the widget:

  • Data
    Click on the Data Feed Properties button (it opens the Data Properties dialog for Foreign Exchange or for Market Data).
  • Locale
    Select the locale used for displaying dates and numbers.
  • Slide duration
    Enter the number of seconds each slide is displayed on the screen.
  • Transition
    Click on the Transition Properties button (it opens the "Transition Properties" dialog) and select a transition effect and its properties.
  • Looping
    Select whether the widget ends after the last slide or loops to the first one.
  • Number of rows
    Enter the number of rows of data to display on a single slide.
  • Delay per rows
    Enter the number of seconds to wait before displaying the next row/column of the table.
  • Column padding
    Enter the padding to add between columns. This padding can be either absolute number of pixel or percentage.
  • Row padding
    Enter the padding to add between rows. This padding can be either absolute number of pixel or percentage.

Cell layout

Editing the table cell layout

The table widgets displays each set of data retrieved from the data source using a cell template, whose layout can be edited by the user. Depending on the widget configuration, multiple cells (thus multiple sets of data) can be displayed on the same slide.

The table columns are composed of text layers, that should contain one or more data placeholders (e.g., [[base_currency]], [[rate]] etc.), which are automatically filled out with data retrieved from the data source when the widget is running.

To edit the columns/rows within the Edit panel, follow these steps:

  1. Click on the "Column" tab to list all the layers composing the table.
  2. Click on the Elementi Icons Layer Properties.png button (it opens the "Layer Properties" dialog) and edit that layer properties. Click on the "OK" button to apply the changes.

Exchange Rate Data Properties Dialog

Exchange Rate Data Properties

Each of the widgets above can be customized using the options provided under "Properties" tab - for more details go to the dedicated page of each widget type, linked above.

To edit the properties related to the data source, click on the Data Feed Properties button. This opens the "Data Properties" dialog.

The following options are available for the Exchange rate widgets:

  • Channel
    Select the source of the exchange rate data. Two channels are currently supported: Yahoo! Finance and the European Central Bank
  • Refresh
    Enter a number, optionally followed by s (implicit), m or h, to specify the period after which the widget should refresh the feed data (this is useful especially when the widget is running in a loop); the minimum accepted value is 60 seconds. Using "When document opens" will refresh the data only when the document is re-opened.
  • Base Currency
    Select the base currency
  • Currency
    Select the target currency (one for the Exchange Rates widget, or as many as needed for the Exchange Rates Table widgets ).
  • More button
    By default the table widgets allows the user to configure up to 5 target currency. Using the More button, increases the number of entry by 5.

Market Data Properties Dialog

Market Data Properties

The following options are available for the Exchange rate widgets:

  • Channel
    Select the source of the exchange rate data. One channel is currently supported: Yahoo! Finance.
  • Refresh
    Enter a number, optionally followed by s (implicit), m or h, to specify the period after which the widget should refresh the feed data (this is useful especially when the widget is running in a loop); the minimum accepted value is 60 seconds. Using "When document opens" will refresh the data only when the document is re-opened.
  • Symbol
    Enter or select the symbol (for Market data widget) or symbols (for Market data Table widgets) to be displayed by the widget.
    To search for symbols, click the "Change" button to open the "Stock Symbol Search" dialog and enter the company or stock index name; the search is limited to a set of Exchanges as detailed below.
  • More button
    By default the table widgets allows the user to configure up to 5 target symbols. Using the More button, increases the number of entry by 5.


Note Notes:
  • Check out the list of the major stock indices (as index_symbol -> index_name) that can be used with the Market Data widgets. The file also includes the major indices that are not available.
  • The symbol search is limited to the following Exchanges, depending on the version.
    • Elementi 2016: NASDAQ, NYSE, CCY, SNP, and London.
    • Elementi 2017: NYQ (NYSE), NAS( NASDAQ ), ASE (NYSE MKT), PCX (NYSEArca), WCB (Chicago options), SNP (S&P), NYS (NYSE), MEX (Mexico), SAO (Sao Paolo), BUE(Buenos Aires), SGO (Santiago), CCS (Caracas), GER (XETRA), PAR (Paris), VTX (VTX), MIL (Milan), LSE (London), TOR (Toronto), CCY (Currency), STO (Stockholm), OSL (Oslo), CPH (Copenhagen), FGI (FTSE), FSI (FTSE), ISE (Irish), VIE (Vienna), AMS (Amsterdam), ATH (Athens), ICE (Iceland), LIS (Lisbon), MCX (Moscow), IST (Itanbul), ZRH (Zurich), PRA (Prague), BRU (Brussels), RUS (Russian), TLV (Tel Aviv), ASX (Australia), NZE (New Zealand), SHH (Shanghai), HKG (HongKong), JKT (Jakarta), OSA (Osaka), KLS (Kuala Lumpur), PHS (Philippines), SES (Singapoure), KSC (Korea), KOE (Kosdaq), TAI (Taiwan), HEL (Helsinki).
  • More generally, stock quotes are not available for some major markets, in particular: Spain, Poland, India, China, Thailand, Japan and all of the Middle-East and Africa (including South Africa) except for Israel.
This page was last modified on 25 July 2017, at 10:22.