ores.qt.trading

Table of Contents

Diagram

ores.qt.trading component diagram

Figure 1: ores.qt.trading

Summary

ores.qt.trading is the Qt plugin for the trading domain. It provides MDI windows and dialogs for portfolios, books, book statuses, and trades, with instrument-specific forms for FX (forwards, options, Asian, barrier, digital, accumulator, variance swap), rates (IRS/swap, OIS, FRA), credit, equity, commodity, and scripted instruments. It provides a Portfolio Explorer and Org Explorer for hierarchical trade browsing, an ORE Import Wizard for bulk trade loading, and contributes Import ORE Data to the Data Management menu.

Inputs

  • NATS responses from the trading service (portfolios, books, book statuses, trades).
  • NATS responses from the refdata and market data services for instrument-form pickers and reference look-ups.
  • ORE XML files supplied by the user for import.
  • User interactions: create/edit/delete/view-history on trading entities.

Outputs

  • Rendered MDI windows for portfolios, books, trades, explorers, and import wizard.
  • NATS request messages sent to the trading service on user actions.
  • Import ORE Data menu item contributed to the Data Management menu.

Entry points

  • include/ores.qt/TradingPlugin.hpp — plugin class; owns Trading menu.
  • include/ores.qt/TradeController.hpp — trade entity controller.
  • include/ores.qt/PortfolioController.hpp — portfolio entity controller.
  • include/ores.qt/PortfolioExplorerMdiWindow.hpp — tree-based portfolio explorer.
  • include/ores.qt/OreImportController.hpp — ORE XML bulk import controller.

Dependencies

  • ores.qt.api — IPlugin, base controller/window/dialog classes, ClientManager.
  • ores.trading.api — trade, portfolio, book domain types and NATS schemas.
  • ores.refdata.api — reference data types used in instrument forms and pickers.
  • ores.ore.core — ORE model types for import payload parsing.
  • ores.ore.api — ORE API types.
  • ores.marketdata.api — market data types used in trade valuation context.
  • ores.storage — storage abstraction for trade data persistence.

See also

Emacs 29.1 (Org mode 9.6.6)