Finance widgets

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This page is about the finance data-driven widgets included into Elementi 2016 and later.

Introduction

Finance widgets

A simple exchange rate info can perk up any screen timely and precisely. But then, a wide range of custom options choosing the targeted market data and way to display it makes a real financial dashboard.

Finance widgets enable users to automatically display financial data such as exchange rate, market data, etc. The data is provided by third-party financial providers: Alpha Vantage and European Central Bank and therefore falls under their respective terms and conditions.

Note Disclaimer:
SpinetiX provides free-of-charge data for the finance widgets, as much and as long as possible, without any warranty.

Getting started

Getting started is easy; download Elementi software, launch it and create away! Just follow the 4 quick steps below:

  1. Get Elementi.
  2. Open Elementi and on the main window, click on the "Widgets" tab.
  3. Scroll down and open the "Finance" folder. Pick a widget.
  4. Include that widget into your content and configure it.

Finance widgets

Elementi software comes with several finance widgets accessible from "Widgets" tab within the Browse panel.

Finance widgets
  • Exchange Rates
    Display the exchange rate between two selected currencies 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.
Note Notes:
  • Each of the widgets above can be customized using the options provided under "Properties" tab - for more details go to the dedicated section of each widget type, linked above.
  • These widgets can only be used on a single screen when creating a multiscreen project; for multiple screens, a data feed widget must be used instead.

Exchange Rates

This widget displays the exchange rate between two selected currencies on a single line.

For full screen, see this video on Vimeo.

Configuration

Exchange Rates widget properties

The widget can be customized using the properties found under the "Properties" tab in Edit panel:

  • Data
    Click on the Data Feed Properties button to open the Data Properties dialog and set up the data source and currencies to show.
  • Locale
    Select the locale used for displaying the numbers.
  • Format
    Click on the "Edit Text" button to open the "Edit Text" dialog and modify the text template used for displaying the financial data. The text template should contain one or more data placeholders (e.g., [[base_currency]], [[rate]]) and can 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 for the text to fit into the widget area. The number of digits can be customized using these number formats.

Exchange Rates Table

This widget displays multiple exchange rates for a base currency as a table. The base currency is displayed in the first position.

Configuration

Foreign Exchange Table properties

The widget can be customized using the properties found under the "Properties" tab in Edit panel:

  • Data
    Click on the Data Feed Properties button to open the Data Properties dialog and set up the data source and currencies to show.
  • 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. The number of digits can be customized using these number formats.

To edit the columns 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 to open the "Layer Properties" dialog and edit that layer properties. Click the "OK" button to apply the changes.

Exchange Rates Table Inverse

This widget is similar to the one above, except that the exchange rates are reversed, the base currency being displayed on the second column.

Market Data

This widget displays the market data for the selected symbol on a single line.

For full screen, see this video on Vimeo.

Configuration

The widget can be customized using the properties found under the "Properties" tab in Edit panel:

Market Data Table

This widget displays the market data for the selected symbols as a table.

Configuration

The widget can be customized using the properties found under the "Properties" tab in Edit panel:

  • Data
    Click on the Data Feed Properties button to open the Data Properties dialog and set up the data source and symbols to show.
  • Locale, Slide duration, Transition, Looping, Number of rows, Delay per rows, Column padding, Row padding
    Same as for Exchange Rates Table widget.

Data source setup

Currencies

Exchange Rate Data Properties

The following data source options are available for the Exchange rate widgets:

  • Channel
    Select the source of the exchange rate data. Two channels are currently supported: European Central Bank and Alpha Vantage
  • 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 (1, 2,..)
    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.
Note Notes:

Symbols

Market Data Properties

The following data source options are available for the market data widgets:

  • Channel
    Select the source of the exchange rate data. One channel is currently supported: Alpha Vantage.
  • Refresh
    Specify the period after which the widget should refresh the spreadsheet data (this is useful especially when the widget is running in a loop); either select one of the provided options ("When document opens", 5m, 10m, ... , 24h) or enter a number, optionally followed by s (implicit), m or h; 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; 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 - click the "More" button to add 5 more entries.
    Due to the latest changes in Alpha Vintage limit policy (5 requests per minute), you should not use more than 5 symbols within the Market data Table widget.
Note Notes:
  • At any point, the data source configuration can be tested by clicking on the "Test..." button.
  • Data might be cached on SpinetiX proxy for up to one hour to limit the number of requests towards the data provider. Nevertheless, make sure not to make more than 5 requests within the same minute, as that exceeds the Alpha Vintage limit policy.
  • The symbol search is limited to the following Exchanges, depending on the version.
    • Elementi 2016: NASDAQ, NYSE, CCY, SNP, and London.
    • Elementi 2017 or later: NYQ (NYSE), NAS( NASDAQ ), ASE (NYSE MKT), PCX (NYSEArca), WCB (Chicago options), SNP (S&P), NYS (NYSE), MEX (Mexico), SAO (São Paulo), 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 (Istanbul), ZRH (Zurich), PRA (Prague), BRU (Brussels), RUS (Russian), TLV (Tel Aviv), ASX (Australia), NZE (New Zealand), SHH (Shanghai), HKG (Hong Kong), JKT (Jakarta), OSA (Osaka), KLS (Kuala Lumpur), PHS (Philippines), SES (Singapore), 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 the Middle-East and Africa (including South Africa) except for Israel.

Troubleshooting

  • March 16th, 2021 - Market indexes are no longer returned by Alpha Vantage and the lastTradePrice value actually refers to the last closure trading price. Symbols from Swiss market are back, but they need to be manually entered.
  • July 24th, 2020 - Symbols from the Swiss market are not showing anymore.
    Here is the official answer from Alpha Vantage: “Unfortunately, the Swiss market is beyond the scope of our offering.”
  • Nov 1st, 2017 - Yahoo! Finance has shut down their API
    As a consequence, older market data widgets were no longer receiving information. The financial data source has been replaced with Alpha Vantage starting with firmware 4.2.3 / Elementi 2017 Update 2 - existing projects that were using Yahoo! should transparently switch to the new data source, newly created projects will explicitly use the new data source.

See also

Retrieved from "https://support.spinetix.com/w/index.php?title=Finance_widgets&oldid=18626"
This page was last modified on 18 December 2023, at 16:30.