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B2i Investor Tools

开发者 b2ijoe
更新时间 2025年11月20日 16:54
PHP版本: 7.4 及以上
WordPress版本: 6.8
版权: GPLv2
版权网址: 版权信息

标签

News SEC Stock Financials EmailAlerts

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详情介绍:

About We provide a comprehensive Investor Relations website solution that streamlines implementation using Shortcodes. Our highly customizable plugin modules integrate automated financial data such as SEC Filings and press releases, along with custom curated content, which is managed effortlessly through our IROffice portal—a user-friendly, point-and-click CMS. We partner with developers to allow your service to win corporate and investor website design projects. Let our plugin keep frequently changing content up to date automatically. Content is driven by datebase templated layouts which offer unlimited display options. Our plugin is HTTPS secure, offers responsive/mobile friendly content output, and lightning-fast load times. Backed by over two decades of industry expertise, our team delivers premier support across all levels, from creative services, development, developer and customer support. Additionally, we offer a full suite of digital IR services, including website design, hosting and management, investor presentations, webcasts, conference calls, press release distribution, and automated, corporate-branded email notifications driven by IROffice CMS and the IRM platform. Getting started It’s super easy. To begin using our Investor tools plugin, enter the following credentials on the Settings/B2i Options page after you install and activate our plugin. This will allow you to implement with live demo data for testing. Business ID: 2626 API Key: Sf6Ic9Gy8 Ticker: OCC Post key: this is a private key to allow automated press release posting into the WordPress blog. We walk you through this and conduct a test post to verify connectivity. Contact us to get your account set up today. Easily switch to your company's data by changeing out the credentials. For examples, ShortCode usage and detailed listing of content modules, please see our B2i Explorer site for developer resouces and software FAQs.

安装:

  1. After receiving your credentials from our team, Install b2i Investor Tools automatically or by uploading the entire '/b2i' directory to the '/wp-content/plugins/' directory.
  2. Activate the 'b2i Investor Tools' plugin through the 'Plugins' menu in WordPress.
  3. Go to Settings / b2i options to enter your credentials received.
  4. Begin crafting your IR Site with the available shortcodes.
External Services 1- CloudFront HTML Files: - URL called: https://dd7pmep5szm19.cloudfront.net/449/0001209191-22-049522.htm - Purpose: To fetch investor instructions for display in the shortcode. - Notes: No sensitive data is sent. The file is read-only content for the plugin. 2- B2i RawPress Data (Production): - URL called: https://www.b2i.us/b2i/RawPressData.asp?B=$business_id&L=1&G=$rgroup&id=$rid&key=$rikey - Purpose: Fetch raw investor/project data for display and processing. - Notes: Read-only. No sensitive user data is sent. 3- Local B2i RawPress Data (Testing / Internal): - URL called: http://192.168.1.55/b2i/RawPressData.asp?B=$business_id&L=1&G=$rgroup&id=$rid&key=$rikey - Purpose: Internal/testing environment for fetching raw data. - Notes: Local network only. 4- Local B2i Verify Post (Testing / Internal): - URL called: http://192.168.1.55/VerifyPost.asp - Purpose: Verify post requests in internal/testing environment. - Notes: Local network only. 5- Local RSS News Feed (Testing / Internal): - URL called: http://192.168.1.56/rss/newsrss.asp?f=1&L=1&B=$business_id&id=$rid&G=$rgroup&api=$rapi - Purpose: Fetch internal news feed for projects. - Notes: Local network only. 6- B2i Verify Post (Production): - URL called: https://www.b2i.us/VerifyPost.asp - Purpose: Verify post requests to production server. - Notes: Read-only verification. 7- RSS News Feed (Production): - URL called: https://www.rss-view.com/rss/newsrss.asp?f=1&L=1&B=$business_id&id=$rid&G=$rgroup&api=$rapi - Purpose: Fetch production news feed for projects. - Notes: Read-only feed. 8- QuoteMedia Loader: - URL called: https://qmod.quotemedia.com/js/qmodLoader.js - Purpose: Load financial market data for display in the plugin. - Notes: Only loads scripts; no sensitive data transmitted. 9- ShowOutsideQuotes Loader: - URL called: https://www.otciq.com/otciq/showOutsideQuotes?format=html&securityId=415622&token=FsuyUL&type=' . $qtype; - Purpose: Load financial market data for display in the plugin. - Notes: Only loads scripts; no sensitive data transmitted. 10- Press release headline Loader: - URL called: https://www.b2i.us/b2i/HeadlinePlugin.asp; - Purpose: Load press release headline data for display in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 11- Press release headline JavaSript API link: - URL called: https://www.b2i.us/b2i/LibraryApi.js; - Purpose: Press release headline display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 12- Press release complete view JavaSript API link: - URL called: https://www.b2i.us/b2i/LibraryViewApi.asp; - Purpose: Press release complete view display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 13- SEC filings list view JavaSript API link: - URL called: https://www.b2i.us/b2i/SECapi.js; - Purpose: SEC filings list view display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 14- Stock Quote data link: - URL called: https://www.b2i.us/b2i/quote3.asp; - Purpose: Stock Quote data for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 15- Stock Quote data link: - URL called: https://www.b2i.us/b2i/QuotePlug.asp; - Purpose: Stock Quote data for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 16- Stock Quote complete view JavaSript API link: - URL called: https://www.b2i.us/b2i/QuoteApi.asp; - Purpose: Stock Quote complete view display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 17- Document list JavaSript API link: - URL called: https://www.b2i.us/b2i/Showapi.asp; - Purpose: Document list display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 18- Email Subscribe JavaSript API link: - URL called: https://www.b2i.us/b2i/EmailApi.js; - Purpose: Email subscribe sign up API for displaying html form in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; Displays form for user to enter email address to receive future emails when Press and SEC filings released. 19- Email UnSubscribe JavaSript API link: - URL called: https://www.b2i.us/b2i/EmailUnapi2.asp; - Purpose: Email Unsubscribe API, html form in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; Displays form for user to Unsubscribe from emails. 20- Company information request JavaSript API link: - URL called: https://www.b2i.us/b2i/RequestApi.js; - Purpose: Company information request API, html form in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; Displays form for user to request company information. 21- Company contact us JavaSript API link: - URL called: https://www.b2i.us/b2i/ContactUsApi.js; - Purpose: Company contact us API, html form in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; Displays form for user to contact company. 22- Director list JavaSript API link: - URL called: https://www.b2i.us/b2i/DirectorApi.asp; - Purpose: Director list display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 23- Director profile view JavaSript API link: - URL called: https://www.b2i.us/b2i/DirectorViewApi.asp; - Purpose: Director profile view API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 24- Director Committees list JavaSript API link: - URL called: https://www.b2i.us/b2i/Commapi.asp; - Purpose: Director Committees list API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 25- Management list JavaSript API link: - URL called: https://www.b2i.us/b2i/MgmtApi.asp; - Purpose: Management list display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 26- Management profile view JavaSript API link: - URL called: https://www.b2i.us/b2i/MgtViewApi.asp; - Purpose: Management profile view API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 27- Calendar list JavaSript API link: - URL called: https://www.b2i.us/b2i/Calapi.asp; - Purpose: Calendar list display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 28- Calendar view JavaSript API link: - URL called: https://www.b2i.us/b2i/CalViewapi.asp; - Purpose: Calendar list view API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 29- Financials view JavaSript API link: - URL called: https://www.b2i.us/b2i/FundamentalApi.asp; - Purpose: Financials view API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 30- Stock data historical list JavaSript API link: - URL called: https://www.b2i.us/b2i/HistoricalQuoteApi.asp; - Purpose: Stock data historical list display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 31- Analysts list JavaSript API link: - URL called: https://www.b2i.us/b2i/AnalystApi.asp; - Purpose: Analysts list display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 32- Custom content view JavaSript API link: - URL called: https://www.b2i.us/b2i/CodeApi.asp; - Purpose: Custom content view display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 33- Hierarchical structured content view JavaSript API link: - URL called: https://www.b2i.us/b2i/PageApi.js; - Purpose: Hierarchical structured content view display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted. 34- Dividends list JavaSript API link: - URL called: https://www.b2i.us/b2i/DividendsApi.asp; - Purpose: Dividends list display API for displaying in the plugin from B2i SaaS. - Notes: Read-only feed, Only loads scripts; no sensitive data transmitted.

屏幕截图:

  • While on the Settings / B2i Options page, Scroll down and expand one of the modules and copy the ShortCode
  • Paste the ShortCode onto one of your WordPress pages and Update the page to Save.
  • View your page.

升级注意事项:

1.0.8.4
  • Fixed short description issue and Fixed guideline issues
Modules Available
  • SEC filings Automated - Realtime - Multi-format - XBRL files & Viewer - Email Alerts
  • Stock Quote / Historical Chart / Historical Data Automated - End of Day Email Alerts - 15 Minute Delayed (standard in industry)
  • Press Releases Automated - Realtime - Email Alerts - Multi-format - Wordpress post-to-blog - RSS Feed and Email Alerts
  • Email Alerts Email Opt-in Sign-up Form, Branded Emails, Automated Email List Manager, Dashboard Reporting, Contact Export, Receive Sign-up Notifications, A-B Test, and channel sign-up tagging and more
  • Financials / Fundamentals Automated - Extracted From SEC Filings - GAAP reported - Cash Flow, Balance Sheet, Income Statment
  • OTC Disclosures
  • Documents Lists Presentations, Annual/Quarterly Reports, Charters, Governance Documents & More- Managed in B2i IR Office portal
  • Event Calendar Automated Reminder Emails - Managed in B2i IR Office portal
  • **Custom Code / Banners / Forms / ... ** Completely Custom Code blocks with scheduled display / expiration - great for adding earnings call information to your home page or investor landing page for easy access- Managed in B2i IR Office portal
  • **Leadership / Directors / Management / Advisors / ... ** Managed in B2i IR Office portal
  • Committee Composition Managed in B2i IR Office portal
  • Analysts Managed in B2i IR Office portal
  • Shareholder material request system
  • Dividends Automated - Declared Date, Ex Date, Payment Date, Amount, Total for Year, Frequency, Change
  • Quarterly Earnings - Multi Section Downloads Versatile Usage - documents and links list with scheduled display / expiration, section expansion, custom code ability and much more
  • Contact Us Contact Form and Powerful Webform Handlers with auto-reply, email notify, follow-up reminders, CRM integration and More
Benefits
  • Automated and Realtime Regulatory Disclosure Save time and money with our website automation tools. Remove the frustration and concern for website regulatory disclosure
  • Seamless Integration & Website Continuity Incorporate your investor relations data within your corporate website using our shortcodes, your IR data becomes part of your website. No iframes, no sub-domains and only one site to maintain. Keep control of your webpages and user experience.
  • Website Compliance Compliance for SEC, NYSE, NASDAQ, ADA, GDPR, CASL
  • Keep Contacts Informed Automatically Realtime email notifications - Consistent communication is the foundation for Investor Relelations Excellence
  • Automated Press Release posting into WordPress blog Automatically kept up-to-date. Leverage your press releases as onsite SEO.
  • White Glove Content Management Service Extremely responsive service! We take pride in helping you when you need support.

常见问题:

Plugin support

B2i offers email and phone support with direct access to developers. We encourage feedback and release new features based on user input and requests.

How does the plugin work - Tech Talk

All of our plugins integrate seamlessly into your website, allowing your CSS to control the look of the data. We AJAX all the data into the page to be part of your website, not an iframe, not a link carrying vistors away from your site and not a different domain that is out of your control and typically cost more. Press releases have an additional option to be posted into your website as a WordPress blog post to leverage your themes customized display. Latest press and calendar modules have ability to use server side loading for even better SEO.

WordPress multi-site installations

Yes! our plugin works with WordPress multi-site installations

更新日志:

1.0.8.4