Template:Infobox tool

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  1. Template:Infobox tool

Template:Infobox tool is a standardized template used on WikiProject Finance to provide a concise yet comprehensive overview of a specific financial tool, instrument, or concept. This article details the purpose, structure, parameters, usage, and best practices for utilizing this template. It's designed for beginners to understand how to create and populate infoboxes for tools like Technical Indicators, Trading Strategies, Financial Instruments, and more. Properly implemented infoboxes significantly improve the readability and accessibility of information across the wiki, allowing users to quickly grasp the essential characteristics of a tool.

Purpose

The primary goal of the `Infobox tool` template is to present key information about a financial tool in a structured and visually appealing manner. This is particularly important in a complex field like finance where a quick understanding of the tool's core elements is crucial. Without a standardized format, articles can become inconsistent and difficult to navigate. The infobox serves as a "snapshot" of the tool, highlighting its most important attributes. This benefits both casual browsers seeking a quick overview and dedicated researchers needing a readily available summary. It promotes consistent presentation across all articles covering financial tools, making the wiki more user-friendly and professional. It also allows for easier comparison between different tools, as the same information is presented in the same format.

Structure

The `Infobox tool` template is constructed using MediaWiki’s table syntax, designed to create a visually distinct box typically placed in the top-right corner of an article. The template consists of a series of labelled parameters (fields) that are populated with relevant data. Each parameter is associated with a specific aspect of the tool, such as its type, risk level, or typical applications. The template is designed to be flexible, allowing for optional parameters that are only relevant to certain tools. This flexibility ensures that the infobox remains concise and focused on the most pertinent information. The template's code is maintained by members of WikiProject Finance to ensure consistency and improve functionality.

Parameters

Below is a detailed list of the parameters available within the `Infobox tool` template. Each parameter is explained with its purpose, expected input, and examples.

  • `title` (Required): The name of the tool. This is the primary identifier and should be consistent with the article title.
   *   Example: `title = Moving Average`
  • `image` (Optional): A relevant image illustrating the tool's concept or application. Use a filename without the "File:" prefix.
   *   Example: `image = MovingAverageChart.png`
  • `image_caption` (Optional): A brief caption explaining the image.
   *   Example: `image_caption = A chart demonstrating a 50-day moving average.`

   *   Example: `type = Technical Indicator`
  • `risk_level` (Optional): An assessment of the risk associated with the tool. Values include: Low, Moderate, High, Very High.
   *   Example: `risk_level = Moderate`
  • `complexity` (Optional): An indication of the tool's difficulty to understand and implement. Values include: Beginner, Intermediate, Advanced, Expert.
   *   Example: `complexity = Intermediate`
  • `timeframe` (Optional): The typical timeframes the tool is used on. Values include: Scalping, Day Trading, Swing Trading, Position Trading, Long-Term Investing. Multiple values can be separated by commas.
   *   Example: `timeframe = Day Trading, Swing Trading`
  • `asset_classes` (Optional): The asset classes the tool can be applied to. Values include: Forex, Stocks, Commodities, Cryptocurrency, Indices, Bonds. Multiple values can be separated by commas.
   *   Example: `asset_classes = Forex, Stocks, Cryptocurrency`
  • `origin` (Optional): The historical origin or creator of the tool.
   *   Example: `origin = Developed by John Bollinger in the 1980s`
  • `formula` (Optional): The mathematical formula used to calculate the tool (if applicable). Use LaTeX formatting for complex equations.
   *   Example: `formula =  SMA = \frac{\sum_{i=1}^{n} P_i}{n}`
  • `description` (Optional): A concise summary of the tool's function and purpose. Keep it brief and informative.
   *   Example: `description = A technical indicator that smooths price data by creating an average of price points over a specified period of time.`
  • `advantages` (Optional): A bulleted list of the tool’s benefits.
   *   Example: `advantages =
     * Identifies trends
     * Reduces noise in price data
     * Easy to understand`
  • `disadvantages` (Optional): A bulleted list of the tool’s drawbacks.
   *   Example: `disadvantages =
     * Lagging indicator
     * Can generate false signals
     * Requires parameter optimization`
  • `related_tools` (Optional): Links to other relevant financial tools or concepts. Use internal wiki links (link).
   *   Example: `related_tools = Exponential Moving Average, Bollinger Bands, MACD`
  • `external_links` (Optional): Links to external resources providing more information about the tool.
   *   Example: `external_links = Investopedia - Moving Average`

Usage

To use the `Infobox tool` template, simply copy the following code into the beginning of your article and populate the parameters with the appropriate information:

```wiki

  1. Template:Infobox tool

Template:Infobox tool is a standardized template used on WikiProject Finance to provide a concise yet comprehensive overview of a specific financial tool, instrument, or concept. This article details the purpose, structure, parameters, usage, and best practices for utilizing this template. It's designed for beginners to understand how to create and populate infoboxes for tools like Technical Indicators, Trading Strategies, Financial Instruments, and more. Properly implemented infoboxes significantly improve the readability and accessibility of information across the wiki, allowing users to quickly grasp the essential characteristics of a tool.

Purpose

The primary goal of the `Infobox tool` template is to present key information about a financial tool in a structured and visually appealing manner. This is particularly important in a complex field like finance where a quick understanding of the tool's core elements is crucial. Without a standardized format, articles can become inconsistent and difficult to navigate. The infobox serves as a "snapshot" of the tool, highlighting its most important attributes. This benefits both casual browsers seeking a quick overview and dedicated researchers needing a readily available summary. It promotes consistent presentation across all articles covering financial tools, making the wiki more user-friendly and professional. It also allows for easier comparison between different tools, as the same information is presented in the same format.

Structure

The `Infobox tool` template is constructed using MediaWiki’s table syntax, designed to create a visually distinct box typically placed in the top-right corner of an article. The template consists of a series of labelled parameters (fields) that are populated with relevant data. Each parameter is associated with a specific aspect of the tool, such as its type, risk level, or typical applications. The template is designed to be flexible, allowing for optional parameters that are only relevant to certain tools. This flexibility ensures that the infobox remains concise and focused on the most pertinent information. The template's code is maintained by members of WikiProject Finance to ensure consistency and improve functionality.

Parameters

Below is a detailed list of the parameters available within the `Infobox tool` template. Each parameter is explained with its purpose, expected input, and examples.

  • `title` (Required): The name of the tool. This is the primary identifier and should be consistent with the article title.
   *   Example: `title = Moving Average`
  • `image` (Optional): A relevant image illustrating the tool's concept or application. Use a filename without the "File:" prefix.
   *   Example: `image = MovingAverageChart.png`
  • `image_caption` (Optional): A brief caption explaining the image.
   *   Example: `image_caption = A chart demonstrating a 50-day moving average.`

   *   Example: `type = Technical Indicator`
  • `risk_level` (Optional): An assessment of the risk associated with the tool. Values include: Low, Moderate, High, Very High.
   *   Example: `risk_level = Moderate`
  • `complexity` (Optional): An indication of the tool's difficulty to understand and implement. Values include: Beginner, Intermediate, Advanced, Expert.
   *   Example: `complexity = Intermediate`
  • `timeframe` (Optional): The typical timeframes the tool is used on. Values include: Scalping, Day Trading, Swing Trading, Position Trading, Long-Term Investing. Multiple values can be separated by commas.
   *   Example: `timeframe = Day Trading, Swing Trading`
  • `asset_classes` (Optional): The asset classes the tool can be applied to. Values include: Forex, Stocks, Commodities, Cryptocurrency, Indices, Bonds. Multiple values can be separated by commas.
   *   Example: `asset_classes = Forex, Stocks, Cryptocurrency`
  • `origin` (Optional): The historical origin or creator of the tool.
   *   Example: `origin = Developed by John Bollinger in the 1980s`
  • `formula` (Optional): The mathematical formula used to calculate the tool (if applicable). Use LaTeX formatting for complex equations.
   *   Example: `formula =  SMA = \frac{\sum_{i=1}^{n} P_i}{n}`
  • `description` (Optional): A concise summary of the tool's function and purpose. Keep it brief and informative.
   *   Example: `description = A technical indicator that smooths price data by creating an average of price points over a specified period of time.`
  • `advantages` (Optional): A bulleted list of the tool’s benefits.
   *   Example: `advantages =
     * Identifies trends
     * Reduces noise in price data
     * Easy to understand`
  • `disadvantages` (Optional): A bulleted list of the tool’s drawbacks.
   *   Example: `disadvantages =
     * Lagging indicator
     * Can generate false signals
     * Requires parameter optimization`
  • `related_tools` (Optional): Links to other relevant financial tools or concepts. Use internal wiki links (link).
   *   Example: `related_tools = Exponential Moving Average, Bollinger Bands, MACD`
  • `external_links` (Optional): Links to external resources providing more information about the tool.
   *   Example: `external_links = Investopedia - Moving Average`

Usage

To use the `Infobox tool` template, simply copy the following code into the beginning of your article and populate the parameters with the appropriate information:

```wiki Template loop detected: Template:Infobox tool ```

Replace the empty values with the relevant data for the tool you are describing. Remember that the `title` and `type` parameters are required. Optional parameters can be omitted if they are not applicable. Ensure correct formatting for lists (using `*` for bullet points) and links (using `link` for internal links and `[link text URL]` for external links).

Best Practices

  • **Completeness:** Fill in as many parameters as possible to provide a comprehensive overview of the tool.
  • **Accuracy:** Ensure that all information provided is accurate and verifiable. Cite sources where appropriate.
  • **Conciseness:** Keep descriptions and explanations brief and to the point. The infobox is meant to be a summary, not a detailed explanation.
  • **Consistency:** Use consistent terminology and formatting throughout the infobox.
  • **Relevance:** Only include information that is directly relevant to the tool being described.
  • **LaTeX for Formulas:** Use LaTeX formatting for any mathematical formulas to ensure proper rendering. Refer to Help:Math for guidance on LaTeX syntax.
  • **Internal Linking:** Utilize internal links to connect related articles within the wiki, enhancing navigation and knowledge discovery. Link to concepts like Candlestick Patterns, Fibonacci Retracements, Elliott Wave Theory, Support and Resistance, and Chart Patterns.
  • **Image Selection:** Choose a high-quality, relevant image that clearly illustrates the tool's concept.
  • **Regular Updates:** Periodically review and update the infobox to ensure that the information remains current and accurate.
  • **Avoid Redundancy:** Don’t repeat information that is already covered in detail within the article body. The infobox should *supplement* the article, not duplicate it.
  • **Consider the Audience:** Remember that this wiki caters to both beginners and experienced traders. Write in a clear and accessible style.

Example: Infobox for Moving Average

```wiki Template loop detected: Template:Infobox tool ```

This example demonstrates how to populate the template with relevant information for a common financial tool. The result is a concise and informative infobox that provides a quick overview of the Moving Average.

Advanced Considerations

  • **Template Customization:** While the `Infobox tool` template is designed to be versatile, advanced users may consider creating custom templates for specific types of tools if the existing template doesn't fully meet their needs. This requires a strong understanding of MediaWiki template syntax.
  • **Lua Modules:** For complex calculations or dynamic data, consider using Lua modules to enhance the functionality of the infobox. Lua allows for more sophisticated logic and data manipulation than is possible with standard MediaWiki templates.
  • **Data Standardization:** To improve consistency and facilitate data analysis, consider developing standardized lists of values for certain parameters (e.g., risk levels, asset classes). This can be achieved through the use of Data values and other wiki features.
  • **Accessibility:** Ensure that the infobox is accessible to users with disabilities. Use appropriate alt text for images and ensure that the template is properly structured for screen readers. Consider color contrast and font sizes for readability.
  • **Error Handling:** When entering data, be mindful of potential errors. Incorrect formatting or invalid values can cause the infobox to display incorrectly. Double-check your work and consult the template documentation if you encounter any issues.

Further Resources

```

Replace the empty values with the relevant data for the tool you are describing. Remember that the `title` and `type` parameters are required. Optional parameters can be omitted if they are not applicable. Ensure correct formatting for lists (using `*` for bullet points) and links (using `link` for internal links and `[link text URL]` for external links).

Best Practices

  • **Completeness:** Fill in as many parameters as possible to provide a comprehensive overview of the tool.
  • **Accuracy:** Ensure that all information provided is accurate and verifiable. Cite sources where appropriate.
  • **Conciseness:** Keep descriptions and explanations brief and to the point. The infobox is meant to be a summary, not a detailed explanation.
  • **Consistency:** Use consistent terminology and formatting throughout the infobox.
  • **Relevance:** Only include information that is directly relevant to the tool being described.
  • **LaTeX for Formulas:** Use LaTeX formatting for any mathematical formulas to ensure proper rendering. Refer to Help:Math for guidance on LaTeX syntax.
  • **Internal Linking:** Utilize internal links to connect related articles within the wiki, enhancing navigation and knowledge discovery. Link to concepts like Candlestick Patterns, Fibonacci Retracements, Elliott Wave Theory, Support and Resistance, and Chart Patterns.
  • **Image Selection:** Choose a high-quality, relevant image that clearly illustrates the tool's concept.
  • **Regular Updates:** Periodically review and update the infobox to ensure that the information remains current and accurate.
  • **Avoid Redundancy:** Don’t repeat information that is already covered in detail within the article body. The infobox should *supplement* the article, not duplicate it.
  • **Consider the Audience:** Remember that this wiki caters to both beginners and experienced traders. Write in a clear and accessible style.

Example: Infobox for Moving Average

```wiki

  1. Template:Infobox tool

Template:Infobox tool is a standardized template used on WikiProject Finance to provide a concise yet comprehensive overview of a specific financial tool, instrument, or concept. This article details the purpose, structure, parameters, usage, and best practices for utilizing this template. It's designed for beginners to understand how to create and populate infoboxes for tools like Technical Indicators, Trading Strategies, Financial Instruments, and more. Properly implemented infoboxes significantly improve the readability and accessibility of information across the wiki, allowing users to quickly grasp the essential characteristics of a tool.

Purpose

The primary goal of the `Infobox tool` template is to present key information about a financial tool in a structured and visually appealing manner. This is particularly important in a complex field like finance where a quick understanding of the tool's core elements is crucial. Without a standardized format, articles can become inconsistent and difficult to navigate. The infobox serves as a "snapshot" of the tool, highlighting its most important attributes. This benefits both casual browsers seeking a quick overview and dedicated researchers needing a readily available summary. It promotes consistent presentation across all articles covering financial tools, making the wiki more user-friendly and professional. It also allows for easier comparison between different tools, as the same information is presented in the same format.

Structure

The `Infobox tool` template is constructed using MediaWiki’s table syntax, designed to create a visually distinct box typically placed in the top-right corner of an article. The template consists of a series of labelled parameters (fields) that are populated with relevant data. Each parameter is associated with a specific aspect of the tool, such as its type, risk level, or typical applications. The template is designed to be flexible, allowing for optional parameters that are only relevant to certain tools. This flexibility ensures that the infobox remains concise and focused on the most pertinent information. The template's code is maintained by members of WikiProject Finance to ensure consistency and improve functionality.

Parameters

Below is a detailed list of the parameters available within the `Infobox tool` template. Each parameter is explained with its purpose, expected input, and examples.

  • `title` (Required): The name of the tool. This is the primary identifier and should be consistent with the article title.
   *   Example: `title = Moving Average`
  • `image` (Optional): A relevant image illustrating the tool's concept or application. Use a filename without the "File:" prefix.
   *   Example: `image = MovingAverageChart.png`
  • `image_caption` (Optional): A brief caption explaining the image.
   *   Example: `image_caption = A chart demonstrating a 50-day moving average.`

   *   Example: `type = Technical Indicator`
  • `risk_level` (Optional): An assessment of the risk associated with the tool. Values include: Low, Moderate, High, Very High.
   *   Example: `risk_level = Moderate`
  • `complexity` (Optional): An indication of the tool's difficulty to understand and implement. Values include: Beginner, Intermediate, Advanced, Expert.
   *   Example: `complexity = Intermediate`
  • `timeframe` (Optional): The typical timeframes the tool is used on. Values include: Scalping, Day Trading, Swing Trading, Position Trading, Long-Term Investing. Multiple values can be separated by commas.
   *   Example: `timeframe = Day Trading, Swing Trading`
  • `asset_classes` (Optional): The asset classes the tool can be applied to. Values include: Forex, Stocks, Commodities, Cryptocurrency, Indices, Bonds. Multiple values can be separated by commas.
   *   Example: `asset_classes = Forex, Stocks, Cryptocurrency`
  • `origin` (Optional): The historical origin or creator of the tool.
   *   Example: `origin = Developed by John Bollinger in the 1980s`
  • `formula` (Optional): The mathematical formula used to calculate the tool (if applicable). Use LaTeX formatting for complex equations.
   *   Example: `formula =  SMA = \frac{\sum_{i=1}^{n} P_i}{n}`
  • `description` (Optional): A concise summary of the tool's function and purpose. Keep it brief and informative.
   *   Example: `description = A technical indicator that smooths price data by creating an average of price points over a specified period of time.`
  • `advantages` (Optional): A bulleted list of the tool’s benefits.
   *   Example: `advantages =
     * Identifies trends
     * Reduces noise in price data
     * Easy to understand`
  • `disadvantages` (Optional): A bulleted list of the tool’s drawbacks.
   *   Example: `disadvantages =
     * Lagging indicator
     * Can generate false signals
     * Requires parameter optimization`
  • `related_tools` (Optional): Links to other relevant financial tools or concepts. Use internal wiki links (link).
   *   Example: `related_tools = Exponential Moving Average, Bollinger Bands, MACD`
  • `external_links` (Optional): Links to external resources providing more information about the tool.
   *   Example: `external_links = Investopedia - Moving Average`

Usage

To use the `Infobox tool` template, simply copy the following code into the beginning of your article and populate the parameters with the appropriate information:

```wiki Template loop detected: Template:Infobox tool ```

Replace the empty values with the relevant data for the tool you are describing. Remember that the `title` and `type` parameters are required. Optional parameters can be omitted if they are not applicable. Ensure correct formatting for lists (using `*` for bullet points) and links (using `link` for internal links and `[link text URL]` for external links).

Best Practices

  • **Completeness:** Fill in as many parameters as possible to provide a comprehensive overview of the tool.
  • **Accuracy:** Ensure that all information provided is accurate and verifiable. Cite sources where appropriate.
  • **Conciseness:** Keep descriptions and explanations brief and to the point. The infobox is meant to be a summary, not a detailed explanation.
  • **Consistency:** Use consistent terminology and formatting throughout the infobox.
  • **Relevance:** Only include information that is directly relevant to the tool being described.
  • **LaTeX for Formulas:** Use LaTeX formatting for any mathematical formulas to ensure proper rendering. Refer to Help:Math for guidance on LaTeX syntax.
  • **Internal Linking:** Utilize internal links to connect related articles within the wiki, enhancing navigation and knowledge discovery. Link to concepts like Candlestick Patterns, Fibonacci Retracements, Elliott Wave Theory, Support and Resistance, and Chart Patterns.
  • **Image Selection:** Choose a high-quality, relevant image that clearly illustrates the tool's concept.
  • **Regular Updates:** Periodically review and update the infobox to ensure that the information remains current and accurate.
  • **Avoid Redundancy:** Don’t repeat information that is already covered in detail within the article body. The infobox should *supplement* the article, not duplicate it.
  • **Consider the Audience:** Remember that this wiki caters to both beginners and experienced traders. Write in a clear and accessible style.

Example: Infobox for Moving Average

```wiki Template loop detected: Template:Infobox tool ```

This example demonstrates how to populate the template with relevant information for a common financial tool. The result is a concise and informative infobox that provides a quick overview of the Moving Average.

Advanced Considerations

  • **Template Customization:** While the `Infobox tool` template is designed to be versatile, advanced users may consider creating custom templates for specific types of tools if the existing template doesn't fully meet their needs. This requires a strong understanding of MediaWiki template syntax.
  • **Lua Modules:** For complex calculations or dynamic data, consider using Lua modules to enhance the functionality of the infobox. Lua allows for more sophisticated logic and data manipulation than is possible with standard MediaWiki templates.
  • **Data Standardization:** To improve consistency and facilitate data analysis, consider developing standardized lists of values for certain parameters (e.g., risk levels, asset classes). This can be achieved through the use of Data values and other wiki features.
  • **Accessibility:** Ensure that the infobox is accessible to users with disabilities. Use appropriate alt text for images and ensure that the template is properly structured for screen readers. Consider color contrast and font sizes for readability.
  • **Error Handling:** When entering data, be mindful of potential errors. Incorrect formatting or invalid values can cause the infobox to display incorrectly. Double-check your work and consult the template documentation if you encounter any issues.

Further Resources

```

This example demonstrates how to populate the template with relevant information for a common financial tool. The result is a concise and informative infobox that provides a quick overview of the Moving Average.

Advanced Considerations

  • **Template Customization:** While the `Infobox tool` template is designed to be versatile, advanced users may consider creating custom templates for specific types of tools if the existing template doesn't fully meet their needs. This requires a strong understanding of MediaWiki template syntax.
  • **Lua Modules:** For complex calculations or dynamic data, consider using Lua modules to enhance the functionality of the infobox. Lua allows for more sophisticated logic and data manipulation than is possible with standard MediaWiki templates.
  • **Data Standardization:** To improve consistency and facilitate data analysis, consider developing standardized lists of values for certain parameters (e.g., risk levels, asset classes). This can be achieved through the use of Data values and other wiki features.
  • **Accessibility:** Ensure that the infobox is accessible to users with disabilities. Use appropriate alt text for images and ensure that the template is properly structured for screen readers. Consider color contrast and font sizes for readability.
  • **Error Handling:** When entering data, be mindful of potential errors. Incorrect formatting or invalid values can cause the infobox to display incorrectly. Double-check your work and consult the template documentation if you encounter any issues.

Further Resources

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