Stock allocation

Everything in one view. Use our tool, and get an optimum overview of your portfolio allocation.

Requirements
Complete example
API Dokumentation

Requirements

To use the component, you will need these third-party libraries:

• JQuery
• Tinycolor
• Bootstrap
• Handlebars
• DSER Services / components

Complete example

<!doctype html>
<html class="no-js" lang="">
<head>
   <meta charset="utf-8">
   <meta http-equiv="X-UA-Compatible" content="IE=edge,chrome=1">
   <title></title>
   <meta name="description" content="">
   <meta name="viewport" content="width=device-width, initial-scale=1">

   <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.6/css/bootstrap.min.css" crossorigin="anonymous">
   <link rel="stylesheet" href="https://api-public.niiio.me/public/common/default-theme.css" >
   <link rel="stylesheet" href="https://api-public.niiio.me/public/wertpapier-allokation/css/wertpapier-allokation.css">
</head>
<body>

<div class="container">
   <div class="row">
      <div class="col-xs-2"></div>
      <div class="col-xs-4">
      </div>
      <div class="col-xs-6">
         <div id="wertpapier-allokation-container"></div>
      </div>
   </div>
</div>

<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/underscore/underscore-min.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/jquery/jquery.min.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/color/tinycolor.min.js"></script>

<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/jquery/jquery.number-1.2.min.js" ></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/jquery/jquery.mustache.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/color/ColorService.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/number/NumberFormatter.js"></script>

<script type="text/javascript" src="https://api-public.niiio.me/public/wertpapier-allokation/jquery.wertpapierAllokation.js"></script>

<script type="text/javascript">
   $(function () {
      $("#wertpapier-allokation-container").wertpapierAllokation({
         stocks: [{
            wkn: "710000",
            isin: '08154711',
            name: "Daimler 1",
            share: "71,00"
         }, {
            wkn: "710001",
            isin: '08154712',
            name: "Daimler 2",
            share: "81,00"
         }, {
            wkn: "710002",
            isin: '08154713',
            name: "Daimler 3",
            share: "91,00"
         }],
         onStockRemoved: function (stock) {
            console.log("stock removed", stock)
         }
      });
   });
</script>

</body>
</html>

The example above displays the removed stock in the browser console.

API Dokumentation

Initialize

Please provide your custom API token on initialization, otherwise the plugin won’t work.

$(function () {
   $("#wertpapier-allokation-container").wertpapierAllokation({
      stocks: [{
         wkn: "710000",
         isin: '08154711',
         name: "Daimler 1",
         share: "100,00"
      }],
      onStockRemoved: function (stock) {
         console.log("stock removed", stock)
      }
   });
});

Required configuration options

There are no required options.

Extended and optional configuration options

Key Description Default
baseUrl url to DSER API services https://api.niiio.me
onStockRemoved (stock) Object containing the removed stock.

Stock: {
wkn, isin, name, share
}

stocks Array of stocks to be displayed.

Stock: {
wkn, isin, name, share
}

Integration

You will need additional scripts and stylesheets to use the component:
• The default theme for the app (CSS) is included by default.
• The app-specific scripts files to get the plugin up and running.

Include the stylesheets to your page

Simply copy this block into the HTML-HEAD section of your website. It is required to load the correct styling of the component.

<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.3.6/css/bootstrap.min.css" crossorigin="anonymous">
<link rel="stylesheet" href="https://api-public.niiio.me/public/common/default-theme.css" >
<link rel="stylesheet" href="https://api-public.niiio.me/public/wertpapier-allokation/css/wertpapier-allokation.css">

Create a container

Create a new <div> container for the component inside your <body> tag.

<div id="wertpapier-allokation-container"></div>

Include the required script files to your page

There are 2 ways to include the plugin into your page:

Option 1: Asynchronous loading of required files with RequireJS

• Advantage: You only need to import a few files, all required script will get loaded asynchronously through RequireJS.
• Disadvantage: If you already have a script file which defines an anonoymous AMD module, then sadly this method won’t work for you.

Inlude the required javascript files

Load the plugin scripts by adding this block at the end of the BODY section.

<script type="text/javascript" src="https://api-public.niiio.me/public/require-config.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/require/require.js"></script>
Setup and initialize the component

Add this block right after the included script files:

<script type="text/javascript">
   require(['dser.wertpapierAllokation'], function () {
      $("#wertpapier-allokation-container").wertpapierAllokation({});
   });
</script>

Option 2: Regular loading of script files, without RequireJS

• Advantage: This method will work on most pages.
• Disadvantage: You have to include a lot more scripts.

Inlude the required javascript files

Load the plugin scripts by adding this block at the end of the BODY section.

<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/underscore/underscore-min.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/jquery/jquery.min.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/color/tinycolor.min.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/jquery/jquery.number-1.2.min.js" ></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/libs/jquery/jquery.mustache.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/color/ColorService.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/common/number/NumberFormatter.js"></script>
<script type="text/javascript" src="https://api-public.niiio.me/public/wertpapier-allokation/jquery.wertpapierAllokation.js"></script>
Setup and initialize the component

Add this block right after the included script files:

<script type="text/javascript">
   $(function () {
      $("#wertpapier-allokation-container").wertpapierAllokation({});
   });
</script>