Adding fund data to WordPress website

Adding tickers

Tickers are tags used to get info on investment funds, benchmarks, etc.

Head to your WordPress admin > InvePress > Tickers tab and enter:

• Ticker (tag – must consist of uppercase letters or numbers and must be unique),
• Ticker Name (the name displayed on charts and tables) – do not have to be unique,
• check if it’s a reference rate,
• click Add New Ticker.

Adding translations

For multilingual sites, configure additional languages and Ticker names by clicking on Edit Ticker Names.

Adding quotes

Head to your WordPress admin > InvePress > Quotes tab and enter:

• Date,
• Quote value (a number with up to 6 decimal places, e.g.: historical price, net asset value (NAV),
• Ticker associated with the quote,
• click Add New Quote.

You can also import quotes using a CSV file. Download a sample with example quotes by clicking the Sample CSV File link in the Bulk Uploads section. Prepare your CSV file with 3 headers: date, quote, ticker. Upload the file and confirm.

Be patient

It might take a while, especially with large files. Do not close your browser during the upload. The upload may be interrupted (depending on the server’s max_execution_time option). In such cases, split the CSV file into chunks and upload them individually.

Quotes CSV example:

date;quote;ticker
2010-01-04;5974.43;BEARCUSD
2010-01-04;2403.01;BENCH
2010-01-04;1116.56;BULLAUSD
2010-01-04;40156.1;BULLBEUR
2010-01-04;0.23344;RFR
2010-01-05;6015.67;BEARCUSD
2010-01-05;2451.63;BENCH
2010-01-05;1129.66;BULLAUSD
2010-01-05;40856.1;BULLBEUR
2010-01-05;0.23344;RFR
2010-01-06;5997.09;BEARCUSD
2010-01-06;2447.68;BENCH
...

Adding breakdowns

Head to your WordPress admin > InvePress > Breakdowns tab and enter:

• Date,
• Breakdown (tag e.g.: GEO, CURRENCY, ASSETS, etc. must consist of uppercase letters or numbers and must be unique for a specific Ticker on a chosen date),
• Breakdown Item Name
• Breakdown Item Share (the percentage share) ,
• Ticker associated with the breakdown,
• click Add New Breakdown Item.

Like quotes, you can add breakdowns via CSV. Prepare your CSV file with 5 headers: date, breakdown, name, share, ticker. Share in CSV files must be provided as a fractional value instead of a percentage. Upload the file and confirm. It might take some time if you have lots of data. If the upload is interrupted, split the CSV file into chunks and upload them individually.

Breakdowns CSV example:

date;breakdown;name;share;ticker
2023-05-31;CLASS;Inflation-linked treasury bonds;0.18;BEARCUSD
2023-05-31;CLASS;Foreign treasury bonds;0.16;BEARCUSD
2023-05-31;CLASS;Government bonds;0.49;BEARCUSD
2023-05-31;CURRENCY;USD;0.74;BULLAUSD
2023-05-31;CURRENCY;EUR;0.16;BULLAUSD
2023-05-31;CURRENCY;CHF;0.1;BULLAUSD
2023-06-14;SECTOR;Clothes;0.04;BULLBEUR
2023-06-14;SECTOR;Health care;0.05;BULLBEUR
2023-06-14;SECTOR;Electromechanical industry;0.04;BULLBEUR
2023-06-14;TOP10;Citigroup;0.0942;BULLAUSD
2023-06-14;TOP10;JPMorgan Chase;0.0923;BULLAUSD
2023-06-14;TOP10;Bank of America;0.0833;BULLAUSD
...

For multilingual sites, edit breakdown items names by clicking on Edit Breakdown Items Names.

Importing fund data automatically

InvePress has options to automate data uploads using CSV files. You can set here the default delimiter too (comma or semicolon).

Just follow these steps:

• Head to your WordPress admin > InvePress > Settings.
• Under Automated Bulk Uploads pick how often you want the plugin to check for CSV files.
• Specify the folder path for your CSV files. If they’re in /wp-content/uploads/data, type /data in the Path field.
• Name your CSV file for quotes (without the extension) in the Quotes File Name field. For instance, if it’s myQuotes.csv, type myQuotes.
• Do the same for your breakdowns file in the Breakdowns File Name field.
• Click Save Changes.

Now, InvePress will automatically fetch and import data from your specified CSV files according to your chosen time interval.

Remember

Auto-upload relies on WP-Cron, which only triggers when someone loads a page. So, make sure your site gets regular visits for it to work smoothly.

Data in the database? Time to display it on the website!