PSS Developers Forum

Getting Current Prices of all tickers in the first portfolio

yml.nospamplease@nospam.dtlink.com — Mon, 12 Jan 2009 22:07:47 EST

This snippet of VB code, added to a top level object, will first display all the current prices and then display each update as it comes in. In this example I've tied the code to the File->New menu item:

Private Sub mnuFileNew_Click()

    ' get connection to PSS

    Set PSSObject = GetObject(, "PSSScript.PSSScriptModule")
    Set PSSApp = PSSObject.Application
    Set PSSDoc = PSSApp.ActiveDocument

    ' get top portfolio

    Set Portfolios = PSSDoc.Portfolios

    Debug.Print "Looking at Portfolio: " + Portfolios.Item(1).Name

    ' get tickers at top of portfolio (i.e. ones not in folders)

    Set Tickers = Portfolios.Item(1).Tickers

    For n2 = 1 To Tickers.Count
        Debug.Print "Ticker is " + Tickers.Item(n2).GetProperty("Symbol")
        Debug.Print "Starting Price is " + CStr(Tickers.Item(n2).GetProperty("Price"))
    Next

    ' the following is if you have your tickers organized in folders.

    Set Folders = Portfolios.Item(1).Folders

    For n = 1 To Folders.Count
        Debug.Print "Looking at Folder: " + Folders.Item(n).Name

        Set Tickers = Folders.Item(n).Tickers

        For n2 = 1 To Tickers.Count
            Debug.Print "Ticker is " + Tickers.Item(n2).GetProperty("Symbol")
            Debug.Print "Starting Price is " + CStr(Tickers.Item(n2).GetProperty("Price"))
        Next

    Next

    ' get the EventManager class which will notify us when events happen

    Set PSSEventManager = PSSApp.GetObject("EventManager")

    ' tell the event manager to call the OnTickerUpdated method in our
    ' tickerEvent handler class for each tick on any ticker that comes in.
    ' note that this callback can happen up to once a second so it should
    ' run quickly.

    PSSEventManager.RegisterHandlerMethod frmMain, "OnTickerUpdated"

End Sub

Public Function onTickerUpdated(ticker)
    Debug.Print "Ticker Update"
    Debug.Print " Symbol: " + ticker.GetProperty("Symbol")
    Debug.Print " Price: " + CStr(ticker.GetProperty("Price"))
End Function

----------------------
DTLink Software

Getting Current Prices of all tickers in the first portfolio

yml.nospamplease@nospam.appupdate.com — Mon, 12 Jan 2009 22:07:47 EST

Getting Ticker updates from PSS asynchronously in Visual Basic

yml.nospamplease@nospam.dtlink.com — Tue, 06 Jan 2009 18:09:28 EST

I was chatting with a user in the CollabInvest developers chatroom yesterday and he was asking about getting ticker (quote) updates into a PnF charting application he had written.

See:

http://personalstockstreamer.com/support/forum.html?thread_id=303

Here's a snipped of code:

' get connection to PSS

    Set PSSObject = GetObject(, "PSSScript.PSSScriptModule")
    Set PSSApp = PSSObject.Application

    ' get the EventManager class which will notify us when events happen

    Set PSSEventManager = PSSApp.GetObject("EventManager")

    ' tell the event manager to call the OnTickerUpdated method in this
    ' object for each tick on any ticker that comes in.
    ' note that this callback can happen up to once a second so it should
    ' run quickly.
    ' replace frmMain with whatever top level object in your application,
    ' in my test case it was frmMain. Add the OnTickerUpdated() method
    ' to the same class.

    PSSEventManager.RegisterHandlerMethod frmMain, "OnTickerUpdated"

End Sub

' this is the method that gets called on each update for each ticker,
' so this method will get called /alot/.
' A Ticker object is passed containing all the fields.

Public Function onTickerUpdated(ticker)
    Debug.Print "Ticker Update"
    Debug.Print " Symbol: " + ticker.GetProperty("Symbol")
    Debug.Print " Price: " + CStr(ticker.GetProperty("Price"))
End Function

----------------------
DTLink Software

Getting Ticker updates from PSS asynchronously in Visual Basic

yml.nospamplease@nospam.appupdate.com — Tue, 06 Jan 2009 18:09:28 EST

Re: Where am I going wrong?

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Sat, 12 Apr 2008 11:03:59 EST

Yep, ran into the same, removed the line and works fine. Then I got to thinking about your use of -1 logic, and realized that I can only get away with specifying the index for so long before user chooses to move things around on me. So I will be utilizing the -1 more frequently, for now, I just wanted to make sure it sent to the top. Hope I don't distract you too much, but I am going to be working on this for a little while.

Larry E. Hayes
Investors Haven

Re: Where am I going wrong?

support.nospamplease@nospam.personalstockstreamer.com — Sat, 12 Apr 2008 10:14:41 EST

FWIW, I checked and -1 does work to insert the folder into the portfolio, but it blows up on the next line when you try to set the folder as the current portfolio, which is not allowed. Removing that line fixes it.

Anatoly Ivasyuk
DTLink Software

Re: Where am I going wrong?

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Sat, 12 Apr 2008 04:58:07 EST

Yep, that was it, subscript out of range... uugggh

Larry E. Hayes
Investors Haven

Re: Making a category in Preferences

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 13:17:23 EST

You want your own page in the Options->Preferences tree. That's possible, but requires a COM DLL plugin. You would have to use our C++/COM SDK.

Anatoly Ivasyuk
DTLink Software

Re: Where am I going wrong?

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 13:15:27 EST

Although -1 should have worked to add it at the end of the list of children. I will have to double-check that.

Anatoly Ivasyuk
DTLink Software

Re: Where am I going wrong?

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 13:14:07 EST

The first location would be index 0.

Anatoly Ivasyuk
DTLink Software

Re: Where am I going wrong?

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Fri, 11 Apr 2008 11:50:40 EST

Nope, that is an index, I want it in the first location, which is currently empty. -1 indicates last location. Also, I tried it with -1 and it still blew up.

Larry E. Hayes
Investors Haven

Re: Making a category in Preferences

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Fri, 11 Apr 2008 11:33:14 EST

Not what I am looking for. I want to give the users a location where they can set or change the configuration of values I collect from them for columns User should be able to update it anytime.

Larry E. Hayes
Investors Haven

Re: Where am I going wrong?

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 07:05:49 EST

In

> SEvalPortfolio.Insert 1, EvalFolder

You probably want

> SEvalPortfolio.Insert -1, EvalFolder

Let me know if that helps.

Also, you can't set the current portfolio to a child folder so the line after that will not work.

Anatoly Ivasyuk
DTLink Software

Re: Multiple code snippets in extension file

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 07:03:21 EST

You can put as many functions you want in an extension and it shouldn't matter, since the whole thing gets pre-compiled by the language engine when the script gets loaded.

Anatoly Ivasyuk
DTLink Software

Re: Can I use C#

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 06:58:23 EST

We are be a bit behind the times with .NET development because we've been so busy working on this software. Right now the answer is "I don't know". You can use whatever language is supported by ActiveScript, and I don't know if that includes managed C#. I'm sure that you could write a standalone C# application to access the PSS object model through COM interop though, just retrieve the top level application object and work from there. It just wouldn't be a built-in extension.

Anatoly Ivasyuk
DTLink Software

Re: Problem with counting tickers

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 06:55:01 EST

If you had it somehow output the tickers it found, you may be able to find the cause of the discrepancy. My guess is that you're running into the "invisible ticker problem", because you may have inactive tickers (Portfolio->Mark Inactive) that are not visible, and also some parts of the software (such as the charts) create invisible tickers as necessary to perform their functions. To get around this you also have to check the ticker's Visible property to make sure you're only counting visible tickers.

I would be happy to take a look at it though. The best way would be if I got a copy of the portfolio file though, because then I can determine if it's the invisible ticker problem I mentioned. You can send the portfolio and/or screenshot to me at support@personalstockstreamer.com.

Anatoly Ivasyuk
DTLink Software

Re: Making a category in Preferences

support.nospamplease@nospam.personalstockstreamer.com — Fri, 11 Apr 2008 06:43:53 EST

It is possible to make custom columns, calculated columns, and scriptable columns. There is a tutorial in the Developers section (under Articles) that deals with how to do scriptable custom columns as an extension, so you can do your custom calculation and set the risk field as desired.

Anatoly Ivasyuk
DTLink Software

Where am I going wrong?

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Fri, 11 Apr 2008 04:46:31 EST

Code:

' get the active document
Dim document
dim SEvalPortfolio
dim EvalFolder

set document = application.ActiveDocument

set SEvalPortfolio = document.CreateFolder
   if (Not SEvalPortfolio Is Nothing) then
      SEvalPortfolio.Name = "Stock Evaluator"
      document.InsertPortfolio -1, SEvalPortfolio
      document.CurrentPortfolio = SEvalPortfolio
   end if

set EvalFolder = document.CreateFolder
   if (Not EvalFolder Is Nothing) then
      EvalFolder.Name = "Evaluations"
      SEvalPortfolio.Insert 1, EvalFolder '<== blows up here
      document.CurrentPortfolio = EvalFolder
   end if

The attempt here is to create a folder inside the portfolio folder. Then I plan to add a collection of tickers to this folder. Any ideas?

Larry E. Hayes
Investors Haven

Multiple code snippets in extension file

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Fri, 11 Apr 2008 03:57:40 EST

Is it possible to have multiple code snippets in extension file? I know you can build code with multiple classes and act when called upon, but my thought is that processing speeds may be swift if I kept the code snippets small. Or would entering multiple extension files achieve the same thing? Will either of these ideas help in performance?

Larry E. Hayes
Investors Haven

Problem with counting tickers

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Fri, 11 Apr 2008 03:45:10 EST

I am using the latest version of PSS. I decided to play with some scripts and see where it would go. I ran the sample script on the sample page to itterate through the portfolios, when it got to the first one, it gave me a count of 2 tickers with 5 folders. In the root of the folder tree I have 1 ticker, 5 folders, in the child levels I have a total of 7 tickers and 8 folders, now I didn't expect it to itterate through the child folders, but I am confused on how it could have counted 2 tickers when only 1 is in the root.

I would send you a pic, but your forum doesn't allow them.

Larry E. Hayes
Investors Haven

Re: Fields on view list

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Thu, 10 Apr 2008 13:03:59 EST

Never mind I found a sample of this on Trailing Stop code... Thanks

Larry E. Hayes
Investors Haven

Fields on view list

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Thu, 10 Apr 2008 05:05:25 EST

Can we code fields on the view layouts list? If so, sample of code please, if not, suggested addon for future builds.

Larry E. Hayes
Investors Haven

Can I use C#

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Thu, 10 Apr 2008 03:38:14 EST

Is vbScript the only language set I can use or can I use C# to do my coding?

If yes, then please provide a sample of what the code and extension would look like.

If no, can you put it on your plate for future dev work?

Larry E. Hayes
Investors Haven

Making a category in Preferences

Ozzy_E_Commerce.nospamplease@nospam.hotmail.com — Thu, 10 Apr 2008 03:35:55 EST

I was wondering if it was possible to code an entry into the category section of the preferences. I would like to be able to set some of my own custom fields for my project. If possible, can you show some sample code of how that would work? For example, let's say I want to evaluate my risk on each stock. I need a field to store the risk% value. This way, I can create a column that calculates this risk percentage against each stocks price and my current investment amount.

Larry E. Hayes
Investors Haven

Re: Extension stops streaming

kim.nospamplease@nospam.ddcnet.com — Tue, 18 Mar 2008 13:19:34 EST

Ok... he'll have to live with that. Thanks so much for you help.