From: Stephan Ebelt <stephan.ebelt@gm...> - 2005-12-29 19:52:18
there is a pre-release for the upcoming version 0.9.3 available for
download. It's still fairly crude and should *not* be used for production.
However, it contains a completly re-written transaction handling (more
details are below). The migration part, to get data into the new table
structure, is also ready and could really use some stressing with
real-life data (it is much more complicated than any previous migration).
I would really like to get some feedback on the general design: do you
think that this is useful? Or is it nonsense and should be done
This new Order-Position-Revision implementation will be the basis for
all the upcomming strategy and risk control features. Ideas on that are
in the TODO file.
- more details on Trading Volume in InfoDisplay
- new StockRisk plugin to analyse risk for a single position (very
- the symbol in EditorHead is now a link to your favorite investment
resource (Yahoo, OnVista, ...). You may specify any URL, StockManiac
will put the symbol in
- Transaction processing is completely re-written:
- a Portfolio consists of Positions
- a Position builds up from Orders
- a Position may have any number of Orders
- only executed Orders influence the Position. That means you
can always track the presence of a order as well as it's
charges. Even if your broker did not execute the order (i.e.
it expired or did not reach the limit)
- a Order may have additional modifiers (called 'Add On') like
Stop Loss, Stop Buy, Fill or Kill, ... etc. This may be used
to track buy/sell attempts.
- a Position might be short or long (not 100% implemented, but
possible in general)
- a Position can be 'closed' (by selling all shares). If the
same stock is bought again it will be a new position starting
from scratch - there are no influences from any positions
previously held on that stock (i.e. in gain/loss calculations)
- Orders can be modified as long as they are not executed
- technically the definition of an Order is completely seperate.
Meaning if there is (one time) a public standard defining how
a order must look, it should be relativly easy to make
StockManiac compliant with that standard (thanks to
- OrderDisplay and OrderEditor have been merged together
- minor usability improvements here and there
additional Pre-Release Notes:
- some plugins are still broken because of the Transaction rewrite.
Please do not report bugs here, since I am going to fix them anyway.
- this is in particular:
- SoldStocks (80% fixed, correctness flaky)
- PortfolioManager (Transfers only)
- ChartDisplay (Transaction marks)
- locale resource files are not updated yet
Any feedback and bug reports are greatly appreciated.
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