Hello,
I've created this new Trading group. My goals are similar to those of the Stock group, so I'm posting this to you guys as well.
I'm a trader/programmer who has set up a private site meant to eventually manage a little fund for my friends and family. My current setup allows me to input and browse trades I make, so that I'll later be able to track my progress. Here's what I'm currently using (I have done no custom programming yet):
taxonomy: I currently have "market" and "system" categories. These are heirarchical, so I could have a market called "GBPUSD" with parent "Forex". A system could be a particular setup or signal within a larger system, for example "spinning top" within "chart patterns". I'll be using these taxonomies to browse my trades and judge which trading systems work with which markets, etc. I want to eventually be able to do all kinds of statistical analysis based on these categories.
CCK: I made a node type called "trade" with fields "entry price", "stoploss", "limits", "profit", etc. Also I have an imagefield so I can attach multiple charts. Currently I'm exporting charts as GIFs from MetaTrader and uploading them, but I'd rather have my website do the charting based on raw OHLC data and the "entry price" and date/time. Similarly, I'd like my site to calculate p/l.
workflow: For the "trade" node type, I created states "ordered", "entered", "stopped out", "profit taken", etc. Now when I browse trades I can get the history of a given trade by clicking on the workflow tab. Also, I have the trade node type set to create new revisions by default, so I can see the change in profit, trade size, etc.
Views: I created a view to select trades by workflow state, and added primary links to three of these: "pending", "open", and "closed". This lets me easily stay in sync with my brokerage accounts.
Glossary: I use tons of abbreviations and terminology that my users won't understand, so this inserts tooltips into my posts that show a description of my taxonomy terms. I created a "terminology" vocabulary for things that aren't trading systems or markets, i.e. institutions like the CFTC, or indicators like the CPI.
Event: This gives me a countdown to upcoming economic data releases. I'm currently entering these by hand, but it would be nice to somehow get these from some RSS feed or to scrape them from somewhere.
I also have the currency and stock modules enabled, but more will be needed to cover other markets, and to extract and use data in a consistent and meaningful way.
Here are some other things I want to do:
User accounts should show their portfolio: How many shares they have of what, their profit, etc. This should be customizable and access controlled.
Render charts from time/price data in the database. This will require some rendering engine and a backend to cache price data in the database or in files. Ideally I'd like to also display indicators written in the MetaQuotes language. These charts should be attachable to any node type. A JS popup type thing would be cool.
I'd like users to have a customizable block with real-time quotes.
At this point we're not far from being a full brokerage like E-Trade. Might as well add all the standard forms, disclosures, etc.
So this will be a big project, but I plan to work hard on it. Am I missing anything? Are there other groups that might want in on this?
Thanks,
Mike