streaming data platform - choice tradechoicetrade.com/downloads/streamer overview.pdfstreaming data...

41
Streaming Data Platform Streaming portfolio management, real-time market data and research information brings the power of institutional trading and analytics to your desktop computer and wireless device. The Information contained herein is the Confidential and Proprietary Information of QuoteMedia, Inc., and shall not be disseminated to any third party without the prior written approval of QuoteMedia, Inc.

Upload: others

Post on 06-May-2020

21 views

Category:

Documents


0 download

TRANSCRIPT

Streaming Data Platform

Streaming portfolio management, real-time market data and research information brings the power of institutional trading and analytics to your desktop computer and wireless device.

The Information contained herein is the Confidential and Proprietary Information of QuoteMedia, Inc., and shall not be disseminated to any third party without the

prior written approval of QuoteMedia, Inc.

2

Quotestream Overview Quotestream is the most advanced market data and technical analysis solution available on the market today. It features broad market coverage, total reliability, complete flexibility, ultra low-latency tick-by-tick data, as well as completely customizable screens, advanced charting, comprehensive technical analysis, news and research data. Quotestream was created with the latest technology, making it the most sophisticated, user friendly and dependable market data and technical analysis solution available. Why Quotestream?

True thin client access (no software to download, no installation required, no upgrades to install, no technical staff required)

Co-companion delivery (view and edit the same portfolios and market data on desktop and wireless devices)

No expensive Server and Circuit infrastructure required (accessed via the Internet)

Total portability (access Quotestream from anywhere in the world)

Extremely cost effective

Access to a full range of Equities, Funds, Commodities, Futures, Indices, News, as well as International data

Reliable dual Ticker Plant processing

Intuitive and easy to use, including

simple drag and drop functionality and customizable multiple portfolio views

User configurable layouts, color and font

displays

Extensive Limit and News alert capabilities, including e-mails to users

Quotestream can be white labeled as well as integrated into a QuoteMedia provided “White Labeled” Financial Portal

Quotestream provides world class access to Market Data in a totally portable desktop

and wireless co-companion configuration

3

Features of Quotestream Tick-by-tick Real-time Streaming Data

Quotestream connects directly to QuoteMedia’s ticker plants, providing low latency, fast market data delivery to desktop computers. Every tick is updated on the screen for both Level 1 and Level 2 quote displays.

4

Multiple Portfolios with Custom Column Views

Users can create many portfolios, with each portfolio being readily accessed or toggled. The ability to customize each layout allows the user to view multiple portfolios at the same time. Each Portfolio Module can easily be modified, allowing the user to change, resize, move, add and delete columns. Multiple views can also be created, and the user can toggle between their custom views. Layout and column views are completely customizable and sortable, and rows (symbols) have a click-to-sort capability to order by most actives, percent change, volume, etc.

Each portfolio can hold up to 300 symbols, and there can be up to 30 portfolios. This translates to 9,000 total symbols per user. Lower packages can be set to have fewer symbols, fewer portfolios, and fewer workspaces.

5

Customizable Interface Quotestream provides complete customization for the user. All workspaces can be easily customized and altered at any time. Users can change modules, resize modules, add new modules or delete unwanted modules with a click. Multiple workspaces provide for a completely personalized user experience. Custom user settings are also available for many features, right down to user-preferred font sizes and colors.

6

Floating Modules Quotestream Professional’s Floating Modules allow you to easily pop up and freely move the modules of your choice, to take full advantage of multi-screen set-ups. All floating windows are resizable and fully configurable, with your floating layouts being automatically saved for you.

7

Streaming Level 1 Symbol Lists Quotestream offers up to 300 symbols per symbol list (portfolio). All symbol lists can be located anywhere in a workspace, and all are fully customizable with regards to which columns contain which data and the ordering of data points. These column views are also sortable, and feature drag-and-drop functionality to re-order columns. Rows (symbols) are also sortable by any column, such as alphabetical, by price, by volume, percent up/down change, VWAP, etc.

8

Streaming Watchlist Module

The Watchlist Module offers a quick view of up to 300 symbols per Watchlist. Customization includes the ability to display up to 5 sections with 60 symbols per section and up to 5 columns per section. The Watchlist also includes customizable headings with independent sorting ability as well as drag-and-drop functionality to re-order symbols.

9

Streaming News, Filings and Announcements

The streaming News and Filings Module provides access to a wealth of respected real-time news sources, such as Dow Jones News, Business Wire, Market Wire, PR Newswire, Fly on the Wall, TSX/CP Equities News, Midnight Trader, and more – integrating a broad spectrum of coverage, including Portfolio-based, Company-based, Sector-based and Topic-based News feeds. Both live streaming news and historical news are available to the user. The News Story reader provides the ability to copy and print a story, and the user can easily increase or decrease the font size for easier reading. In addition, related news articles, topics and symbols are featured with each story.

10

Dynamic Time and Sales

The Time and Sales Module, the Time and Sales and Quotes Module, and the combined Level 2 with Time and Sales montage provide tick-by-tick access to all trades. Filter by Minimum Trade Size, Buyers, Sellers, as well as modify the result set by limiting to such items as Buy-side trades, Sell-side trades, In-range trades, Normal trades or Special trades.

11

Time, Sales and Quotes

The Time, Sales and Quotes Module provides streaming real-time Time and Sales and Quotes on a per symbol basis. Fields include Time, Price, Size, Buyer and Seller, as well as Bid, Bid Size, Bid Exchange, Ask, Ask Size and Ask Exchange.

12

Historical Time and Sales

The Historical Time and Sales Module provides access to historical trade data via date and time range input. The data is also downloadable to spreadsheet. Filter by Minimum Trade Size, Buyers, Sellers, as well as modify the result set by limiting to such items as Buy-side trades, Sell-side trades, In-range trades, Normal trades or Special trades.

13

Market Depth / Level 2 The Level 2 Module streams data such as NASDAQ Level 2, OTCBB Level 2, Pink Sheets Level 2, as TSX and TSXV Market Depth, CNSX Level 2, PURE Level 2, and LSE Level 2. For Canadian (TSX/TSXV only) and London Market Depth Level 2 data, layouts encompass Market by Price, Market by Broker, and MarketBook, and also include a Level 2 Trend Bar and Level 2 Histogram.

14

Integrated Charting

The integrated Charting Module displays data for all instruments in a graphical format. Display options consist of Line, Mountain, Bar, Candlestick, OHLC, HLC, and Dot. Technical analysis studies and other technical indicators are all readily available to the user, as can be seen below.

15

Full-screen Advanced Charting

The Real-time streaming Advanced Charting window can run concurrently with any Workspace, and can be moved to a second monitor. The Advanced Charting module provides streaming intraday and historical charts with extensive upper and lower indicators and analytics. It provides the user with index, stock, sector, and market comparison charting, overlays, and a concurrent streaming detailed snap quote. The full-screen view includes comparative charting, historical and intraday, moving averages, detailed upper indicator analytics, and stackable lower indicator graphs, as well as various chart views including Candlestick, OHLC, Line, Mountain and others. Users have the ability to draw on the chart, save current chart settings, as well as send the chart image to their printer.

16

Advanced Analytic Charting The Advanced Charting Module provides numerous features to cater to the charting enthusiast. Additional indicators or analytic studies can be added to Quotestream charting.

Upper Overlay Indicators / Lower Indicators / Studies

Simple Moving Averages Exponential Moving Averages Modified Moving Average Weighted Moving Average Bollinger Bands Keltner Channels MA Envelopes Parabolic SAR

Accumulation/Distribution Aroon Aroon Oscillator Average Directional Index Average True Range Awesome Oscillator

Bollinger Band %B Bollinger Band Width Chaikin Money Flow Chaikin Oscillator Chaikin’s Volatility Close Location Value Commodity Channel Index Detrended Price Oscillator Ease of Movement Fast Stochastic Oscillator Force Index Full Stochastic Oscillator MACD MACD Histogram

Mass Index Momentum Money Flow Index Negative Volume Index On Balance Volume Percent Price Oscillator Percentage Volume Osc-illator Performance Points Price Oscillator Points Volume Oscillator Positive Volume Index Price and Volume Trend Price Channel Width

Price Rate of Change Relative Strength Index Slow Stochastic Standard Deviation Stochastic RSI TRIX True Range Ultimate Oscillator Vertical Horizontal Filter Volume Volume + Volume Rate of Change Williams %R

17

Tick-By-Tick Charting

The Tick-By-Tick Charting Module provides a number of features to more easily view price actions. It provides the user with the ability to view charts in one, five, or ten minute intervals. Additional features include the ability to paint axis labels, show crosshair, show track ball, show bid and ask, and show volume.

18

Waterfall Ticker

The Waterfall Ticker Module streams Time and Sales for a whole portfolio. All Time and Sales trades are streamed for all symbols in the selected portfolio. Fields include Symbol, Price, Size, Time, Exchange, Buyer and Seller. Filter by Minimum Trade Size, Buyers, Sellers, as well as modify the result set by limiting to such items as Buy-side trades, Sell-side trades, In-range trades, Normal trades or Special trades.

19

Option Chains, Greeks

The Option Module displays information for all trading options, Composite and Regional, for a given root symbol: Calls, Puts, At the Money, In the Money, Out of the Money, Greeks, Implied Volatility, as well as Most Active options for a given chain. Quotestream provides complete access to Option Chains and detailed Option quotes, as well as Greeks, Implied Volatility, Most Actives, In/Out of the Money, At the Money, All, Composite/Regional, Calls/Puts, and Option Charts. Custom Workspaces can be created by each user to provide custom presentation layouts of options with any other modules.

20

Stock Screener

The integrated Stock Screener allows for comprehensive stock screening. Hundreds of screening criteria are available, including share performance, average share volume, exchange, dividend, income growth rates, margins, turnover, growth, ownership, market cap, and much more.

21

Market Indices

The Market Indices Module provides dynamically updating market information for a quick overview of what is happening in North American and Global markets.

22

Market Movers

The Market Movers Module provides real-time information for all North American exchanges (NYSE, NASDAQ, AMEX, OTCBB, Pink Sheets, TSX, TSXV, CNSX, PURE) as well as LSE, with dollar and percent leaders and decliners, and volume actives. The categories allow the user to focus in on a specific sub-set of leaders, as well as look at the entire list.

23

Stock Ticker and Snap Quote Bar

At the bottom of the below image, you can see the optional Snap Quote bar for quick access to real-time quotes. Display of the customizable dynamic scrolling ticker is also optional.

24

Company Research Module

The Company Research Module provides quick access to comprehensive company research information with a click. Detailed quotes, charts, fundamentals, news, history, market depth, time and sales, insiders, financials, company profile data, share statistics, earnings, analyst ratings, and events calendar, are some of the screens that make up the Research Module.

25

Market Research Module

The Market Research Module provides comprehensive information covering Market Overviews (Market Stats), Indices, Market Movers, Futures, ETFs, IPOs, Forex, Rates and Market Calendars (Broker Ratings, Earnings Estimates, Corporate Actions).

26

Events Calendar Module

The Events Calendar Module provides corporate event information on a specified symbol for future and historical events. Corporate event data currently includes Broker Ratings, Earnings Pre-Announcements, Earnings Surprises, Earnings Estimate Revisions, Stock Splits, and Dividends.

27

Broker Ratings and Earnings Estimates

Quotestream provides quick access to new ratings releases. The Broker Ratings module covers Upgrades, Downgrades, Coverage Initiated, and Coverage Reiterated. New earnings announcements are also readily available, with updates on Positive Earnings Pre-Announcements, Negative Earnings Pre-Announcements, Positive Surprises, Negative Surprises, and Earnings Estimate Revisions.

28

Corporate Actions

The Market Research Module also provides Corporate Actions data, including up-to-date and historical information regarding Splits, Dividends and Stock Buy-Backs.

29

Futures

The Futures Overview is also available in the Market Research module. The Futures Overview contains the most popular Futures and their recent performance.

30

Foreign Exchange and Currencies

Quotestream covers over 100 Foreign Exchange currencies, providing a broad view into the Forex market and global currency changes. The Forex Module provides currency cross-rates, charts, last sell price, change, and even a quick currency converter.

31

Forex Module

The Forex Module provides quick access to Foreign Exchange data by allowing the ability to customize up to 30 currency prices displayed from the over 100 Foreign Exchange symbols currently available.

32

User-Created Custom Workspaces

Quotestream is completely customizable, allowing you to create as many different workspaces or layouts as you need. The Workspace Wizard is extremely easy to use and allows for various designs in horizontal and vertical formats, with as few or as many internal modules as you like.

33

Simple Workspace Modification

Each workspace can be modified at any time, allowing the user to change the various modules on the fly. Switching back and forth between workspaces and even modules inside the workspaces is also very easy, giving you quick access to different information and the ability to switch back again.

34

Historical Data

The Historical Module allows you to enter a date range and review a company’s trading history. This data can then be exported to a spreadsheet for easy storage and manipulation.

35

Symbol Search

The easily accessed Symbol Lookup window allows you to perform a refined search when you have some information about a company, but need to know the ticker symbol. You can search by Company Name, Instrument Type, as well as Country. Search results can provide Company name, Symbol, Exchange/Instrument, Cusip, Sedol, and Isin. The Symbol Lookup provides results for not only US, Canadian, and UK instruments, but also for global international equities, based on the user’s entitled exchanges.

36

Index and Sector Heat Maps

The Heat Maps Module provides an intuitive look at various markets, index constituents, and sector breakdowns. Color coding provides up/down change information at a glance, and each Heat Map can be sorted by Change or Alphabetical criteria.

37

IPO Data

Quotestream also provides access to IPO information. In addition to Initial Public Offerings, other key Listing Events are also provided, such as companies that are Suspended, Delisted, or Relisted.

38

ETFs

Quotestream provides an Exchange Traded Funds Overview for both US and Canadian ETFs. The ETF Overview displays information on the best and worst performing ETFs, as well as an ETF Snapshot broken down by Fund Family.

39

RTD (Real Time Data) Data Exchange (formerly known as DDE)

Quotestream also has the ability to access the Windows Messaging Layer (Microsoft’s RTD protocol), which links streaming real-time data to Excel spreadsheets and other third party applications. RTD links extend market data access beyond Quotestream, allowing you to manage unlimited client portfolios, import market data into third party applications, and run your own calculations through spreadsheets. QuoteMedia provides ready-to-use templates of commonly used datasets for MS Excel. However, any application that supports RTD can incorporate dynamically updating real-time intraday data.

40

Real Time Alerts

Quotestream provides real-time access to on-screen and email alerts. Users can be alerted on such criteria as when stocks reach a certain price, volume, bid, ask, price change, or when they hit their 52 week high or low. The user can also be notified when a filing is released, and when a news release hits the wire. Alerts can be set to pop up on the user’s screen, or sent to the user’s wireless device or email address. Users can also access their personal Alerts History, with dates and times of when Alerts were triggered in the past.

41

Custom Color and Font Settings

Quotestream may be viewed in various light or dark color layouts. Fonts can be increased in size for easier viewing, and color sets are provided for users who have problems with reds and greens (color-blindness). In addition, Quotestream provides the ability for the user to alter how areas of the modules change when a stock goes up or down. Some users prefer to have text colors change, others prefer to have the entire row background color change. All of these settings are custom to the user.