Re: [Pharo-users] Quuve (financial app) movestto Public Domain under MIT License

[Paul DeBruicker]

Hi - Sorry your venture did not work out.  I think it is generous to share
your code with the world.  I'm interested in seeing how you put it all
together.  

Recognizing this is a Pharo list, I'm also interested in seeing your
GemStone site and maintenance scripts.  

Hope you're able to find people to keep it going

Paul


Pharo Smalltalk Users mailing list wrote
> Quuve Moves to the Public Domain under MIT License
> https://opensource.org/licenses/MIT;
> 
> Quuve provides a pro-grade integrated environment for portfolio management
> and research for securities investors. Professional grade in that it was
> meant to be licensed out to firms/groups offering research & portfolio
> management services. It is a virtualized, scaleable, web application
> developed with Pharo and deployed on GemStone/S. See the Quuve Overview
> video on YouTube
> https://www.youtube.com/watch?v=sraCv1VwJzQlist=PLfTMPTPc22sGNrm2rXt8kD-9iFTgqbAUG;
> for more information.
> 
> Quuve development stopped in the Fall of 2017 due to a lack of funding,
> however it still has some cutting-edge features for the industry. Because
> Quuve can function as an institutional level data server, tailored mobile
> apps could be built as standalone technology - and such an approach could
> even take advantage of Quuve’s analyst/site model subscription selections.
> 
> Software Positives:
> 
>-
> 
>Using a Glorp-like interface to access data: Quuve has successfully run
>on Pharo (stand alone for development, backed by Fuel), Gemstone
>(deployment), and with portions backed using a relational DB - not
> required
>nor used at present. Quuve provides DB admin tools including
> import/export
>of DB’s in part or full; deleted records access tables, and more. User
>permission-masks can be granted by DB, table, even patterns in records.
>-
> 
>Generic CRUD tables UI allows for rapid class development/usage - see
>ApplicationContext (stack with preferences style inheritance).
>-
> 
>3-tier model (application, site, user) for data and Rules, allows site
>(group) and user specific overrides, which is important in Finance,
> where
>few will agree on how to define “free cash flow” in one accounting
> system,
>or one industry, let alone globally.
>-
> 
>Processors allow for dynamic code-based answers to data requests; they
>blur the lines between data and Rules. Any object can be wrapped with a
>Processor and have data and rules added dynamically. Rules allow
>data-requests to perform any operation a modern computer can perform,
> and
>most often these are simple math operations on series. Rules are
> organized
>by “analyst” names (akin to rules’ Classes), the specifications for
>analysts is user specific, allowing for dynamic-inheritance required
> for a
>pro-grade multi-user Finance application pulling in international data
>(using different source accounting standards). Rules are compiled on
>demand; all caching is dynamic and user specific. Rules can be defined
>using wild-card method-names to open up entire remote volumes of data,
> or
>data transformations, with a new pattern. Data series are very robust
>around missing data and math errors. Quuve includes time profiling and
>debugging method-trace system to understand data missing or debug
> errors -
>enabled in user-specific permissions.
>-
> 
>Demonstrated integration of learning systems for analysis and portfolio
>management (“robo-trading”). Data-sampling uses “point in time view” to
>support accurate backtesting. Portfolios have the unique feature of
> being
>able to scroll backwards in time to any date to see the specific
> holdings
>there - as models are built from trade-event records.
>-
> 
>Access to millions of FREE data series from sites like FRED (St. Louis
>Federal Reserve Bank - USA), World Bank, etc. - menu selectable in
> report
>writer!
>-
> 
>NPI (Non-public information) masking tools - important for privacy in
>professional Finance office.
>-
> 
>Script Tool allows for ad hoc testing - most tools like the company
>report tool also incorporates an ad hoc scripting area.
>-
> 
>User-specific configurable DB tables access, window access, etc. User
>and DB bindings specified in CSV files for bootstrapping.
>-
> 
>Programmer documentation in wiki & in-system help-notes. Some ‘company
>reports’ are training tools.
> 
> 
> Software Issues (“opportunities”!):
> 
>-
> 
>Quuve development stopped in the Fall of 2017 due to a lack of funding;
>some dialogs already look a bit out-dated.
> 
> 
>-
> 
>Some external libraries (e.g. javascript charting) require external
>licenses - see Credits listed below.
>-
> 
>Professional grade data must be licensed for individual or larger group
>- please consult us. Note: we can provide small amounts of CSV data for

[Pharo-users] Quuve (financial app) movestto Public Domain under MIT License

[Cameron Sanders via Pharo-users]

--- Begin Message ---
Quuve Moves to the Public Domain under MIT License


Quuve provides a pro-grade integrated environment for portfolio management
and research for securities investors. Professional grade in that it was
meant to be licensed out to firms/groups offering research & portfolio
management services. It is a virtualized, scaleable, web application
developed with Pharo and deployed on GemStone/S. See the Quuve Overview
video on YouTube

for more information.

Quuve development stopped in the Fall of 2017 due to a lack of funding,
however it still has some cutting-edge features for the industry. Because
Quuve can function as an institutional level data server, tailored mobile
apps could be built as standalone technology - and such an approach could
even take advantage of Quuve’s analyst/site model subscription selections.

Software Positives:

   -

   Using a Glorp-like interface to access data: Quuve has successfully run
   on Pharo (stand alone for development, backed by Fuel), Gemstone
   (deployment), and with portions backed using a relational DB - not required
   nor used at present. Quuve provides DB admin tools including import/export
   of DB’s in part or full; deleted records access tables, and more. User
   permission-masks can be granted by DB, table, even patterns in records.
   -

   Generic CRUD tables UI allows for rapid class development/usage - see
   ApplicationContext (stack with preferences style inheritance).
   -

   3-tier model (application, site, user) for data and Rules, allows site
   (group) and user specific overrides, which is important in Finance, where
   few will agree on how to define “free cash flow” in one accounting system,
   or one industry, let alone globally.
   -

   Processors allow for dynamic code-based answers to data requests; they
   blur the lines between data and Rules. Any object can be wrapped with a
   Processor and have data and rules added dynamically. Rules allow
   data-requests to perform any operation a modern computer can perform, and
   most often these are simple math operations on series. Rules are organized
   by “analyst” names (akin to rules’ Classes), the specifications for
   analysts is user specific, allowing for dynamic-inheritance required for a
   pro-grade multi-user Finance application pulling in international data
   (using different source accounting standards). Rules are compiled on
   demand; all caching is dynamic and user specific. Rules can be defined
   using wild-card method-names to open up entire remote volumes of data, or
   data transformations, with a new pattern. Data series are very robust
   around missing data and math errors. Quuve includes time profiling and
   debugging method-trace system to understand data missing or debug errors -
   enabled in user-specific permissions.
   -

   Demonstrated integration of learning systems for analysis and portfolio
   management (“robo-trading”). Data-sampling uses “point in time view” to
   support accurate backtesting. Portfolios have the unique feature of being
   able to scroll backwards in time to any date to see the specific holdings
   there - as models are built from trade-event records.
   -

   Access to millions of FREE data series from sites like FRED (St. Louis
   Federal Reserve Bank - USA), World Bank, etc. - menu selectable in report
   writer!
   -

   NPI (Non-public information) masking tools - important for privacy in
   professional Finance office.
   -

   Script Tool allows for ad hoc testing - most tools like the company
   report tool also incorporates an ad hoc scripting area.
   -

   User-specific configurable DB tables access, window access, etc. User
   and DB bindings specified in CSV files for bootstrapping.
   -

   Programmer documentation in wiki & in-system help-notes. Some ‘company
   reports’ are training tools.


Software Issues (“opportunities”!):

   -

   Quuve development stopped in the Fall of 2017 due to a lack of funding;
   some dialogs already look a bit out-dated.


   -

   Some external libraries (e.g. javascript charting) require external
   licenses - see Credits listed below.
   -

   Professional grade data must be licensed for individual or larger group
   - please consult us. Note: we can provide small amounts of CSV data for
   testing company reports. Perhaps we can form a consortium to license
   pro-grade data - but we need a Champion to lead the way. CSV data can load
   on-demand and depends only on the user’s data-source selection via
   preference or dialog-input specification. Small amounts of data can be
   sourced from certain sites on an individual basis but not commercially,
   e.g. yahoo, google, etc.
   -

   Data loaded currently into one default currency - defined in
   data-loaders - the idea was to use “table decorators” model to map data to
   any currency at current 

Re: [Pharo-users] [ANN] Battlesnake vs JRMPC

[Jerry Kott]

Richard,

that article contains a number of inaccuracies and omissions. I think it 
undermines the creditbility of your otherwise commendable efforts.

You can contact me privately for details.

Jerry Kott
This message has been digitally signed.
PGP Fingerprint:
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> On 04-03-2020, at 6:13 AM, Richard Kenneth Eng  
> wrote:
> 
> Here's an interesting story comparing Battlesnake to JRMPC:
> 
> https://smalltalk.tech.blog/2020/03/03/battlesnake-the-competition/ 
> 
> 
> This could elevate awareness for JRMPC and Smalltalk. It has already garnered 
> a good deal of praise.
> 
> Richard



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Re: [Pharo-users] Spec2 demos

[Arturo Zambrano]

I have found this:
https://github.com/SquareBracketAssociates/BuildingApplicationWithSpec2/releases/tag/continuous

Sorry for the silly question.



On Wed, Mar 4, 2020 at 11:21 AM Arturo Zambrano 
wrote:

> Is there anything like Spec 1 booklet but for Spec 2?
>
> On Sat, Feb 1, 2020 at 3:16 PM Cyril Ferlicot 
> wrote:
>
>>
>>
>> On Sat 1 Feb 2020 at 18:35, Steve Quezadas  wrote:
>>
>>> So if I'm messing around with Spec, do you recommend I use Spec1 or
>>> Spec2 at this point?
>>>
>> In Pharo 8, Spec2
>> --
>> Cyril Ferlicot
>> https://ferlicot.fr
>>
>

Re: [Pharo-users] Spec2 demos

[Arturo Zambrano]

Is there anything like Spec 1 booklet but for Spec 2?

On Sat, Feb 1, 2020 at 3:16 PM Cyril Ferlicot 
wrote:

>
>
> On Sat 1 Feb 2020 at 18:35, Steve Quezadas  wrote:
>
>> So if I'm messing around with Spec, do you recommend I use Spec1 or Spec2
>> at this point?
>>
> In Pharo 8, Spec2
> --
> Cyril Ferlicot
> https://ferlicot.fr
>

[Pharo-users] [ANN] Battlesnake vs JRMPC

[Richard Kenneth Eng]

Here's an interesting story comparing Battlesnake to JRMPC:

https://smalltalk.tech.blog/2020/03/03/battlesnake-the-competition/

This could elevate awareness for JRMPC and Smalltalk. It has already
garnered a good deal of praise.

Richard