💡 Why Use the Automated Stock Data Retrieval Template

To facilitate the work of financial analysts and investment managers, the system will automatically fetch specific stock information daily according to your settings and save it to a table. This allows you to easily track and analyze stock trends, saving time and improving investment decisions.

👉 How the Template Works

This template includes a database and an automation task.

• Automation Task "Automatic Stock Data Retrieval": Fetches specified stock information daily and writes it to a table.
• Database "Stock Data": Stores the daily retrieved stock information.

🎯 Usage Steps

1. Install the Template

Install this template into your Bika Space. If you need to manage multiple projects simultaneously, you can install this template multiple times. One template corresponds to one project.

2. Get the API Key

This template uses the Alpha Vantage API to retrieve stock information. You need to apply for an API key on the Alpha Vantage website, which is free.

3. Configure the Automation Task

Enter the Automatic Stock Data Retrieval automation task's edit interface, where you can modify the task's trigger conditions and execution actions. If not set, the default is to send reminders daily at 5 PM.

You can click on the trigger to set the reminder time under "Trigger Conditions."

During configuration, you need to replace the example __YOUR_API_KEY_HERE__ with the API key provided by Alpha Vantage. Additionally, you can adjust the stock ticker according to actual needs (the default is IBM).

4. Test the Automation Task (Sending Stock Data)

We have enabled the Stock Data automation task by default. You can check if the reminder notification is successfully sent daily at 5 PM. You can also click "Run Now" to test if data is retrieved after configuring the API key and stock ticker.

5. View Retrieved Stock Data

All retrieved stock information will be stored in the Stock Data database, where you can view and manage it at any time.

👉 Suitable For

This template is ideal for:

• Financial Analysts: Need to efficiently manage and collect stock data.
• Investment Managers: Need to analyze stock trends and make investment decisions.
• Data Scientists: Need to collect and process financial data.
• Software Developers: Need to integrate stock data APIs.
• Quantitative Analysts: Need to build and test algorithms.
• Portfolio Managers: Need to manage and optimize portfolios.

⭐ Main Features of This Template

• Efficient Management: Automated retrieval and collection of stock data, improving work efficiency.
• Timely Feedback: Automatically sends stock information to ensure data is updated promptly.
• Data Organization: Centralized management and organization of stock data for subsequent processing.
• Reduce Omissions: Automated processes ensure all data is promptly handled and tracked.

🔧 Common Questions

1. How to Change Reminder Time and Frequency?

   You can modify the trigger conditions' set time and frequency in the automation task's edit interface. The automation task executes according to the set time and frequency, then sends reminder notifications.

2. How to Modify API Key and Stock Ticker?

   In the automation task's edit interface, find and replace the example __YOUR_API_KEY_HERE__ and stock ticker (e.g., IBM). Ensure to use the actual API key obtained from Alpha Vantage.

3. What If I Want to Stop Automatic Reminder Sending?

   You can turn off the switch on the automation page to stop automatic reminder sending.

4. How to View and Manage Stock Data?

   All retrieved stock information will be stored in the Stock Data database, where you can view and manage it at any time.