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This Mod for Spotfire® can be used to enable the visualization of candlestick and open-high-low-close chart (OHLC) of stock price data to illustrate movements in the price of a financial instrument over time, in combination with an optional trading volume histogram.

Installation

Opening the visualization in Spotfire® Analyst

1. From this repository Releases section, locate and download the .mod file.
2. Drag the .mod file into an analysis in Spotfire® Analyst.

For information on how to use and share visualizations mods, read the Spotfire® documentation.

Running the project in Spotfire®

1. From this repository Releases section, locate and download the source code.
2. Build the project in your preferred code editor. Microsoft Visual Studio Code is highly recommended.
3. Open an analysis in Spotfire® and select Tools > Development > Create visualization mod from the menubar to connect to the project.

For information on how to get started with visualization mod development, read the Spotfire® documentation.

Data Requirement

Every mod handles missing, corrupted and/or inconsistent data in different ways. It is advised to always review how the data is visualized.

To make the stock chart mod work properly, the underlying data must be formatted in a certain way. A data table with at least five columns is required:

• One column should contain the dates in the price time series.
• The other four columns require the daily open, high, low and close prices.
• Volume data is optional.

Setup

In our example dataset, we have six columns: Date, Open, High, Low, Close, Volume

Date	Open	High	Low	Close	Volume
02/17/2021	127.489998	128.880005	126.919998	127.830002	63152400
02/18/2021	127.629997	128.779999	127.449997	128.720001	44891700
02/19/2021	128.479996	129.029999	128.330002	128.449997	37362400
02/20/2021	128.619995	129.5	128.050003	129.5	48948400
02/23/2021	130.020004	133	129.660004	133	70974100
02/24/2021	132.940002	133.600006	131.169998	132.169998	69228100
02/25/2021	131.559998	131.600006	128.149994	128.789993	74711700
02/26/2021	128.789993	130.869995	126.610001	130.419998	91287500
02/27/2021	130	130.570007	128.240005	128.460007	62014800

A stock chart can be configured with the following setting:

• Time axis: The Date data column
• Open axis: The Open data column
• High axis: The High data column
• Low axis: The Low data column
• Close axis: The Close data column

Optionally we could also use the volume column to show historical trading volumes:

• Volume axis: The Volume data column.

Configuration

Once the stock chart is configured and has data provided, you can alter the rendering of the visualization live. Alt-click the plot to access the settings.

Chart type

• Candle Sticks: Display the open and close via left and right facing horizontal lines.
• OHLC: Show the open and close via a real body.

Log scale

Display data over a very wide range of values in a compact way.

Show column

Add an histogram showing historical trading volumes over time.

Usage

This visual and interactive representation of stock price data can be panned, zoomed and filtered. This mod does not support marking within the visualization so set the Marking property to (None).