Your username here MUST MATCH your XenForo username (connected to your XF license).

    Once you have registered here, then you need to start a conversation at xenforo.com w/Bob and provide the following:
    1. Your XenForo License Validation Token
    2. The Domain Name associated with the License
    NOTE: Your account will be validated once ALL requirements are verified/met. Thank you for your patience.

Implemented Transaction History

Discussion in 'Stock Trader Closed Suggestions' started by Bob, Jul 24, 2014.

  1. Bob

    Bob Developer Staff Member

    Another license holder recently stepped up to the plate and donated this functionality that they had me do as a custom paid job to share with all license holders. HUGE THANK YOU!

    What is it? Well, in a nut shell, there is now a "Your History" section within Stock Trader. It lists ALL purchase transactions along with each Sell Transaction that is associated with each individual purchase transaction.

    The purchase transaction list can be sorted by:
    • Date: Oldest to Newest
    • Date: Newest to Oldest
    • Name: A to Z
    • Name: Z to A
    • Symbol: A to Z
    • Symbol: Z to A
    • Shares Owned: Most to Least
    • Shares Owned: Least to Most
    • Shares Purchased: Most to Least
    • Shares Purchased: Least to Most

    The list is paginated and the number of transaction per page is a Stock Trader Option (max of 100 per page)

    The Sell Transaction links are HIDDEN by default and can be shown by clicking on the "Show/Hide Sell Transactions link for the specific Purchase transaction record. Each Transaction can then be expanded to display full details about the individual Sell Transaction.

    Some other notes.

    You can SELL stock from this page in the same way you can from your portfolio page (same rules apply). If there are shares available to be sold and you pass all the requirements to sell, then the sell link will display.

    The Stock Symbols in the listings will AJAX insert the most up to date "Lookup" (similar to how its done throughout stock trader on other listing pages).

    You can get a quik quote from the top of the History page just like on all other pages.

    Here are a couple screen shots...

    This is in WIDE view (the purchase details are listed via pairsInline to take advantage of plenty of white space. They will convert to pairsJustified on medium/narrow views (see below).


    Here you can see that the purchase date switched from pairsInline to pairsJustified. You can also see that I've click on the show/hide to display the Sell Transactions associated with the individual purchase transaction.

    In this view, you can see the detailed information pertaining to the individual sell transaction as well as you can see that multiple transaction can be open at the same time.

    This is the narrow view which you can see has ALL the same data you can see if you were on a 32 inch monitor. I don't remove ANY data, I just make it work with the size of the screen.
    Last edited: Jul 25, 2014
    oman likes this.
  2. Bob

    Bob Developer Staff Member

    Added 2 additional sort types:

    Name: A to Z
    Name: Z to A

    IMO, more people would want to list by the Company Name rather than Stock Symbol
  1. This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
    By continuing to use this site, you are consenting to our use of cookies.