Stock Market Overview

Description

Stockdio’s Stock Market Overview contain a plugin and a widget that provide the means to display a categorized list of equities, market indices, currencies and commodities with their prices and variations. Over 65 different stock exchanges and a large number of market indices, currencies and commodities are supported. Optionally, an interactive price chart can be included with the list.

[stock-market-overview stockExchange="NYSENasdaq" width="100%" palette="financial-light"]

This plugin is part of the Stockdio Financial Widgets, which also includes the following plugins:

The following parameters are supported:

stockExchange: The exchange market the symbols belong to (optional). If not specified, NYSE/NASDAQ will be used by default. For a list of available exchanges please visit www.stockdio.com/exchanges.

includeEquities: If enabled (true), the Equities category will be included in the list (optional).

equities: A list of one or more valid stock symbols from the given exchange, separated by a semicolon (;), e.g. AAPL;MSFT;GOOG;LSE:VOD. To include a symbol from a different exchange, this must be specified as a prefix and separated from the symbol with a colon (:), for example LSE:VOD. If not specified, a default list of equities for the given exchange will be used (optional).

includeIndices: If enabled (true), the Indices category will be included in the list (optional).

indices: A list of one or more valid index symbols, separated by a semicolon (;), e.g. SPX;DJI;IXIC. For a list of valid indices, visit http://www.stockdio.com/indices. If not specified, a default list of indices related to the given exchange will be used (optional).

includeCommodities: If enabled (true), the Commodities category will be included in the list (optional).

commodities: One or more valid commodities, separated by a semicolon (;), e.g. GC;SI;NG. For a list of valid commodities, visit http://www.stockdio.com/commodities. If not specified, a default list of commodities will be used (optional).

includeCurrencies: If enabled (true), the Currencies category will be included in the list (optional).

currencies: One or more valid currency pairs, in the format currency-base/currency-target, separated by a semicolon (;), e.g. EUR/USD;GBP/USD;USD/CAD. For a list of valid currencies, visit http://www.stockdio.com/currencies. If not specified, a default list of currency pairs for the given exchange will be used (optional).

width: Width of the list in either px or % (default: 100%).

height: Height of the list in pixels. If not specified, the list height will be calculated automatically.

title: Allows to specify a title for the list, e.g. Market Overview (optional).

intraday: If enabled (true), auto refresh intraday delayed data will be used if available for the exchange. For a list of exchanges with intraday data available, please visit http://www.stockdio.com/exchanges.

includeChart: Allows to include an interactive chart along with the list (optional).

chartHeight: Height of the chart in pixels (default: 200px).

includeLogo: Allows to include/exclude a column with the stock logo or index country flag, if available. Use includeLogo=false to hide the logo (optional).

logoMaxHeight: Specify the maximum height allowed for the logo. The height may be smaller than the maximum, depending on the logo width, as it maintains the logo’s aspect ratio (optional).

logoMaxWidth: Specify the maximum width allowed for the logo. The width may be smaller than the maximum, depending on the logo height, as it maintains the logo’s aspect ratio (optional).

includeEquitiesSymbol: Allows to include/exclude a column with the stock symbol in the Equities category. Use includeEquitiesSymbol=false to hide the symbol (optional).

includeEquitiesName: Allows to include/exclude a column with the stock name in the Equities category. Use includeEquitiesName=true to show the name (optional).

includeIndicesSymbol: Allows to include/exclude a column with the index symbol in the Indices category. Use includeIndicesSymbol=true to show the symbol (optional).

includeIndicesName: Allows to include/exclude a column with the index name in the Indices category. Use includeIndicesName=false to hide the name (optional).

includeCommoditiesSymbol: Allows to include/exclude a column with the commodity symbol in the Commodities category. Use includeCommoditiesSymbol=true to show the symbol (optional).

includeCommoditiesName: Allows to include/exclude a column with the commodity name in the Commodities category. Use includeCommoditiesName=false to hide the name (optional).

includeCurrenciesSymbol: Allows to include/exclude a column with the currency pair symbol in the Currencies category. Use includeCurrenciesSymbol=false to hide the symbol (optional).

includeCurrenciesName: Allows to include/exclude a column with the currency pair name in the Currencies category. Use includeCurrenciesName=true to show the name (optional).

includePrice: Allows to include/exclude a column with the latest stock price. Use includePrice=false to hide the stock price (optional).

includeChange: Allows to include/exclude a column with the stock price change. Use includeChange=false to hide the price change (optional).

includePercentChange: Allows to include/exclude a column with the stock price percentual change. Use includePercentChange=false to hide the price percent change (optional).

includeTrend: Allows to include/exclude a column with the stock price trend icon (up/down/neutral). Use includeTrend=false to hide the trend icon (optional).

includeVolume: Allows to include/exclude a column with the latest volume. By default, volume is not visible. Use includeVolume=true to show it (optional).

showHeader: Allows to display the list header. Use showHeader=false to hide it (optional).

showCurrency: Allows to display the currency symbol next to the price, depending on the culture settings.

allowSort: If enabled (true), it allows the end user to sort the data by any of the fields, by clicking on the header, if this is visible.

culture: Allows to specify a combination of language and country settings, used to display texts and to format numbers and dates, e.g. Spanish-Spain (optional). For a list of available culture combinations please visit http://www.stockdio.com/cultures.

motif: Design used to display the visualization with specific aesthetics, including borders and styles, among other elements (optional). For a list of available motifs please visit www.stockdio.com/motifs.

palette: Includes a set of consistent colors used for the visualization (optional). For a list of available palettes please visit www.stockdio.com/palettes.

font: Allows to specify the font that will be used to render the chart. Multiple fonts may be specified separated by comma, e.g. Lato,Helvetica,Arial (optional).

displayPrices: Allows to specify how to display the prices on the chart (if enabled), using one of the following options (default: Line):

  • Line
  • Candlestick
  • Area
  • OHLC
  • HLC

allowPeriodChange: If enabled (true), it provides a UI to allow the end user to select the period for the data to be displayed in the chart. This UI is enabled by default.

days: Allows to specify the number of days for the period to display in the chart (if enabled). If not specified, its default value is 365 days.

Screenshots

  • Example of stock market overview used to display a NYSE/Nasdaq.

  • Example of stock market overview, with interactive chart.

  • Example of stock market overview using Face motif and Humanity palette, using German-Germany culture.

  • Example of stock market overview using Material motif and Whitespace palette, using Spanish-Spain culture.

  • Example of quotes board using Semantic motif and High-Contrast palette, using French-Canada culture.

  • Stockdio Historical Chart is also available as a complement to the Stock Market Overview.

  • Stockdio Stock Quotes List is also available as a complement to the Stock Market Overview.

  • Stockdio Stock Market News is also available as a complement to the Stock Market Overview.

  • Stockdio Stock Market Ticker is also available as a complement to the Stock Market Overview.

  • Settings page.

  • Stockdio toolbar integration with easy to use dialog.

  • Stock Market Overview widget dialog.

Installation

  1. Upload the StockdioPlugin folder to your /wp-content/plugins/ directory.

  2. Activate the “Stock Market Overview” plugin in your WordPress administration interface.

  3. If you want to change the preset defaults, go to the Stock Market Overview settings page.

  4. Insert the [stock-market-overview] shortcode into your post content, customizing it with the appropriate parameters. You also have the option to use the Stock Market Overview widget included when you install the plugin.

  5. For ease of use, a Stockdio icon is available in the toolbar of the HTML editor (see screenshots for details).

FAQ

Installation Instructions
  1. Upload the StockdioPlugin folder to your /wp-content/plugins/ directory.

  2. Activate the “Stock Market Overview” plugin in your WordPress administration interface.

  3. If you want to change the preset defaults, go to the Stock Market Overview settings page.

  4. Insert the [stock-market-overview] shortcode into your post content, customizing it with the appropriate parameters. You also have the option to use the Stock Market Overview widget included when you install the plugin.

  5. For ease of use, a Stockdio icon is available in the toolbar of the HTML editor (see screenshots for details).

How do I integrate the Stockdio Stock Market Overview in my page?

There are two options to integrate it: as a plugin, using the short code, or through the use of the widget in your sidebars.

How do I know if the Stock Exchange I need is supported by Stockdio?

Stockdio supports over 65 different world exchanges. For a list of all exchanges currently supported, please visit www.stockdio.com/exchanges. Once you have found in the list the stock exchange you need, you must pass the corresponding Exchange Symbol using the stockExchange parameter.

How do I specify the symbols to display?

You can specify as many symbols as you want, from the selected exchange, separated by semi-colon (;). If any of the symbols you want to display does not show up, you can go to http://finance.stockdio.com to verify if the symbol is currently available in Stockdio. If the symbol you require is missing, please contact us at info@stockdio.com.

Can I combine more than one stock exchange on the same list?

Yes. The exchange you define in the stockExchange parameter will be the default stock exchange to be used. However, if you want to include symbols from a different exchange, you must prefix the symbol with the exchange code and a colon (:). For example, if you want to include two symbols from NYSE/Nasdaq but additionally include one symbol from London Stock Exchange, you would specify stockExchange=”NYSENasdaq”, and equities=”AAPL;MSFT;LSE:BAG”.

Can I include one or more market indices in the stock market overview?

Yes, you can include them in the indices parameter. For example, use SPX for S&P 500 or DJI for the Dow Jones. For a complete list of indices currently supported, please visit www.stockdio.com/indices

Can I include Commodities in the overview?

Yes, you can include them using the commodities parameter, separated by semi-colon (;). For example, use GC;SI;CL for Gold, Silver and Crude Oil. For a complete list of commodities currently supported by Stockdio, please visit www.stockdio.com/commodities

Can I include Currencies?

Yes, you can include one or more currency pairs in the currencies parameter, separated by semi-colon (;). For example, use EUR/USD;USD/JPY;GBP/USD for Euro vs. USD, USD vs. Japanese Yen and British Pound vs. USD. For a complete list of currencies currently supported by Stockdio, please visit www.stockdio.com/currencies

I would like to specify a custom name for a given symbol. Can I do that?

Yes, we understand there are several scenarios in which you may want to display your own name, such as if you would like to display a commodities ticker in your own language. This can be easily done by specifying your custom name between parenthesis, right after you have specified the symbol. For example, you can display the commodities in Spanish specifying the following in the commodities parameter: GC(Oro);SI(Plata);CL(Petróleo Crudo). This works for any symbol, index, commodity or currency pair.

Can I specify the numbers and dates format used in my country/region?

Yes, Stockdio supports a number of cultures, used to properly display numbers and dates. For a complete list of cultures currently supported by Stockdio, please visit www.stockdio.com/cultures.

Can I specify my own colors for the market overview?

This plugin is provided with a number of predefined color palettes, for ease of use. For a complete list of color palettes currently supported by Stockdio, please visit www.stockdio.com/palettes. However, if you need specific color customization, you can use the Stockdio iframe available at http://services.stockdio.com, which supports more options.

Is the list data real-time or delayed?

In most cases the data is delayed but the delay time may vary between 1 minute and 20 minutes, depending on the exchange. For details of intraday delay time for each exchange please visit www.stockdio.com/exchanges.

The company logo for one of the symbols is not correct or updated, can this be fixed?

Sure! Simply contact us to info@stockdio.com with the correct or updated logo and we will update it, once it has been verified.

Can I place more than one overview on the same page?

Yes. By default, all lists will use the values specified in the plugin settings page. However, any of these values can be overridden using the appropriate shortcode parameter. Each shortcode can be customized entirely independent.

How can I contact Stockdio if something is not working as expected?

Simply send an email to info@stockdio.com with your question and we will reply as soon as possible.

Reviews

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Contributors & Developers

“Stock Market Overview” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.4.4

Release date: November 30, 2017

  • Support for WordPress 4.9

1.4.3

Release date: August 3, 2017

Bug Fixes:

  • Fixes an issue that might cause some visualizations to appear cut off.

1.4.2

Release date: August 2, 2017

  • Enhancements on mobile display.

1.4.1

Release date: June 21, 2017

Bug Fixes:

  • Some properties in Settings page and shortcode were not being honored during plugin rendering.

1.4

Release date: June 12, 2017

  • Support for BATS ETF (included in the NYSENasdaq stockExchange category).

1.3

Release date: June 12, 2017
* Support for BATS ETF (included in the NYSENasdaq stockExchange category).

1.2

Release date: May 25, 2017

  • Support for Canadian Securities Exchange (CSE).
  • Support for new language and culture: Polish-Poland.
  • Fixes a bug that ignored the stock exchange specified in the plugin.

1.1

Release date: May 16, 2017

New features:

  • Ability to show currency symbol next to the price.
  • End user can now sort the list by any displayed field (e.g. symbol, name, price, percent change, etc.)
  • Stock Market Overview Widget is now available along with the plugin, for even easier integration.

1.0

  • Initial version. Release date: March 20, 2017