Advanced (PRO)

Overview

Advanced (PRO) unlocks professional-grade tools for analysis, automation and integrations. This document outlines the PRO feature set, real-world use cases, potential pitfalls and recommended best practices — presented in a format consistent with other PRO docs.

Key Areas

PRO focuses on three main areas:

  • 📊 Advanced analysis: richer charts (candlesticks, technical indicators, overlays) for traders and analysts.
  • 🔔 Automation & alerts: configurable notifications (Email, SMS, Telegram) for price events and custom rules.
  • 🔌 Integrations & real-time data: webhooks, REST API access and WebSocket streaming for dashboards and external systems.

1. Price Alerts 🔔

  • Create alerts per symbol (e.g. BTC > $50,000), by percentage change, or with compound conditions.
  • Delivery channels: Email, SMS (third-party integration) and Telegram bot.
  • Scheduling: immediate triggers, periodic checks, or event-based rules.

Use case: 🔔 “Receive a Telegram notification when Gold rises 2% in a single day.”

2. Portfolio Tracker 💼

  • Record positions (quantity, cost basis, currency) and monitor P&L in real time.
  • Aggregated allocation views across asset classes (crypto, equities, commodities).
  • Exportable reports (CSV) and performance history.

Use case: 💹 “View current portfolio value and month-to-date profit/loss.”

3. Advanced Charts 📈

  • Candlestick (OHLC) charts with configurable intervals and volume overlays.
  • 50+ technical indicators: RSI, MACD, Bollinger Bands, Moving Averages, etc.
  • Drawing tools: trendlines, support/resistance, annotations.
  • Multi-asset overlays to compare instruments on a single canvas.

Use case: 📊 “Analyze a reversal pattern using RSI and moving averages on the same chart.”

4. Webhooks & API Access 🔌

  • Webhooks for events (alerts, data updates) that trigger external workflows.
  • Protected REST API for querying data, managing alerts and exporting reports.
  • Built for integrations with BI tools, automation platforms and custom dashboards.

Use case: 🔁 “Send price data automatically to Power BI via a webhook for live dashboards.”

5. Real-time Data (Streaming) ⚡

  • Optional WebSocket streaming for live price updates.
  • Dynamic updating of widgets and charts without page reloads.
  • Robust fallback to polling for environments where WebSockets are not available.

Use case: ⚡ “Keep a chart updating live during market hours with millisecond-level refreshes.”

Security & Privacy 🔒

  • External requests for PRO features are made only with administrator consent.
  • API keys and credentials are stored in site options; we recommend keeping backup copies outside WordPress.
  • No personal data is collected for analytics without explicit opt-in.

FAQ ❓

  • Q: What changes when I upgrade to PRO?
    • A: PRO unlocks the features listed above (alerts, advanced charts, streaming, integrations). The FREE plugin keeps all base capabilities.
  • Q: Do I need extra infrastructure for WebSocket streaming?
    • A: Streaming requires a WebSocket endpoint. We provide standard integrations and a polling fallback if you choose not to configure WebSocket.
  • Q: Are there extra costs for SMS or third-party services?
    • A: The plugin supports integrations; some delivery channels (e.g. SMS gateways) may require third-party accounts and fees.

Getting Started 🚀

  1. Upgrade to PRO via the purchase page.
  2. Configure API keys and integrations under Settings → Advanced → PRO Integrations.
  3. Create your first alert or add an advanced chart to a page.
  4. For more performance, use the Shortcodes

Learn more about PRO and plans »

Best Practices & Recommendations 🧰

  • Opt-in only for channels you need; enable Email or Telegram first before adding paid SMS gateways.
  • Test alert rules on staging before applying them in production.
  • Use per-request rate limits and throttling for high-volume integrations to avoid API overages.

Troubleshooting 🛠️

Alerts not firing

  • Check that the alert rule is enabled and the target delivery channel is configured.
  • Verify webhook endpoints and API credentials.

Streaming fallback

  • If WebSocket fails, the plugin will fall back to polling; ensure polling interval is reasonable to avoid rate limits.

Real-World Examples

Example 1 — Internal Trading Dashboard 📈

Goal: Real-time dashboard for traders.

Setup:

  • PRO + WebSocket endpoint
  • Multi-asset chart overlays and volume indicators
  • Alerts sent to a Telegram trading channel

Result: Live charts and immediate notifications for trading signals.

Example 2 — BI Integration 📊

Goal: Feed price snapshots to a BI pipeline.

Setup:

  • Configure a webhook to push daily snapshots to an ETL endpoint
  • Use REST API to request historical time series on demand

Result: Price data available inside BI reports and dashboards.

Notes 📝

  • PRO features are designed to be opt-in and respect user privacy and hosting limits.
  • Some integrations may require third-party accounts (SMS gateways, Telegram bots, WebSocket providers).
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