Class: StockFolio::Runner

Inherits:
Boson::Runner
  • Object
show all
Defined in:
lib/stockfolio/runner.rb

Class Method Summary collapse

Instance Method Summary collapse

Class Method Details

.common_transaction_options ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 6

def self.common_transaction_options
    option :portfolio, :type => :string, :desc => 'Portfolio name', :required => true
    option :symbol, :type=>:string, :desc => 'Symbol of stock', :required => true
    option :price, :type => :numeric, :desc => 'Price paid', :required => true
    option :quantity, :type => :numeric, :desc => 'Quantity', :required => true
    option :fee, :type => :numeric, :desc => 'Transaction fee'
    option :date, :type => :string, :desc => 'Transaction date'
end

Instance Method Details

#buy(options = {}) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 187

def buy(options={})
    transaction = transaction_from_options(options)
end

#create(name) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 199

def create(name)
    p = Portfolio.all(:name => name)
    if p.size > 0
        puts "Portfolio \"#{name}\" already exists"
        exit
    end

    Portfolio.create(:name => name, :created_at => DateTime.now)
    puts "Created portfolio \"#{name}\""
end

#delete(type, alpha, beta = nil) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 234

def delete(type,alpha,beta = nil)
    if type == "transaction"
        name = alpha
        id = beta
        puts "Deleting transaction #{id} from #{name}"

        portfolio = Portfolio.first(:name => name)
        if portfolio == nil
            puts "Portfolio #{name} not found"
            exit
        end

        transaction = Transaction.get(id)

        if transaction != nil && transaction.portfolio == portfolio
            transaction.destroy!
        else
            puts "Could not find transaction #{id} in portfolio #{name}"
        end

    elsif type == "portfolio"
        name = alpha
        puts "Deleting portfolio #{name}"

        portfolio = Portfolio.first(:name => name)
        if portfolio == nil
            puts "Portfolio #{name} not found"
            exit
        end

        portfolio.transactions.each do |transaction|
            transaction.destroy!
        end
        portfolio.destroy!

    end
end

#graph_historical(symbol, start_date, end_date) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 41

def graph_historical(symbol,start_date,end_date)
    history = StockFolio::Web.historical(symbol, DateTime.parse(start_date), DateTime.parse(end_date))

    values = []
    history.each do |row|
        values << row[:close]
    end
    values.reverse!
    StockFolio::ConsoleGraph.new(values)
end

#historical(symbol, start_date, end_date) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 31

def historical(symbol,start_date,end_date)
    history = StockFolio::Web.historical(symbol, DateTime.parse(start_date), DateTime.parse(end_date))
    puts Hirb::Helpers::Table.render(history, :fields => [:date, :open, :close, :low, :high, :volume])
    # http://tagaholic.me/hirb/doc/classes/Hirb/Helpers/Table.html#M000008
    # :headers => { :date => "Date", ... }
    # :description => false
    # :filters => { :date => lambda { |f} }}
    # https://github.com/change/method_profiler/blob/master/lib/method_profiler/hirb.rb
end

#portfolios ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 72

def portfolios
    q = Portfolio.all
    portfolios = []
    q.each do |p|
        portfolios << {
            :name => p.name,
            :created_at => p.created_at
        }
    end

    puts Hirb::Helpers::Table.render(portfolios, :fields => [:name, :created_at])
end

#positions(name = nil) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 86

def positions(name = nil)
    portfolios = []
    if nil == name
        portfolios = Portfolio.all
        if portfolios.size == 0
            puts "No portfolio found"
            exit
        end
    else
        portfolios = Portfolio.all(:name => name)
        if portfolios.size == 0
            puts "Portfolio #{name} not found"
            exit
        end
    end

    positions = {}
    portfolios.each do |portfolio|
        #puts "Positions for #{portfolio.name}"
        portfolio.transactions.each do |transaction|
            #puts "#{transaction.order_name} #{transaction.quantity} #{transaction.symbol}"
            if positions[transaction.symbol]
                positions[transaction.symbol][:quantity] = positions[transaction.symbol][:quantity] + transaction.quantity
                #if transaction.quantity > 0
                    positions[transaction.symbol][:cost] = positions[transaction.symbol][:cost] + transaction.quantity * transaction.price + transaction.real_fee
                #end
                positions[transaction.symbol][:balance] = positions[transaction.symbol][:balance] + transaction.quantity * transaction.price + transaction.real_fee
            else
                positions[transaction.symbol] = {
                    :symbol => transaction.symbol,
                    :cost => transaction.quantity * transaction.price + transaction.real_fee,
                    :balance => transaction.quantity * transaction.price,
                    :quantity => transaction.quantity
                }
            end
        end
    end

    # Get current prices
    quotes = StockFolio::Web.quote(positions.keys.join(","))
    quotes.each do |q|
        symbol = "#{q["e"]}:#{q["t"]}"
        positions[symbol][:l] = q["l"]
        positions[symbol][:c] = q["c"]
        positions[symbol][:cp] = q["cp"]
        positions[symbol][:value] = positions[symbol][:quantity] * q["l"].to_f
    end

    pos = []

    total = {}
    total[:symbol] = "Total"
    total[:daygain] = 0
    total[:cost] = 0
    total[:value] = 0
    total[:gain] = 0

    positions.each do |symbol,position|
        p = {}
        p[:symbol] = symbol.split(":")[1]
        p[:last_price] = position[:l].to_f
        p[:change] = "#{position[:c]} (#{position[:cp]}%)"

        if position[:quantity] > 0
            p[:daygain] = position[:quantity] * position[:c].to_f
            p[:quantity] = position[:quantity]
            p[:cost] = position[:cost].to_f
            p[:value] = position[:value].to_f
            p[:gain] = position[:value] - position[:cost]
            p[:gain_p] = (position[:value] - position[:cost]) / position[:cost]

            total[:daygain] = total[:daygain] + p[:daygain]
            total[:cost] = total[:cost] + position[:cost]
            total[:value] = total[:value] + position[:value]
            total[:gain] = total[:gain] + position[:value] - position[:cost]
        else
            p[:gain] = (0 - position[:balance])
            p[:gain_p] = (0 - position[:balance]) / position[:cost]

        end
        pos << p
    end

    pos.sort! { |a,b| a[:symbol] <=> b[:symbol] }

    total[:gain_p] = (total[:value] - total[:cost]) / total[:cost]

    pos << total

    puts Hirb::Helpers::Table.render(pos, 
        :fields => [:symbol, :last_price, :change, :daygain, :quantity, :cost, :value, :gain, :gain_p],
        :headers => {:symbol => "Symbol", :last_price => "Last Price", :change => "Change", :daygain => "Day's Gain", :quantity => "Shares", :cost => "Cost Basis", :value => "Market Value", :gain => "Gain", :gain_p => "Gain %"},
        :filters => { :last_price => :to_dollars, :daygain => :to_dollars, :cost => :to_dollars, :value => :to_dollars, :gain => :to_dollars, :gain_p => :to_percent },
        :description => false

                                    )
    puts "Market is #{StockFolio::Web.market_status}"
end

#quote(symbol) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 25

def quote(symbol)
    quote = StockFolio::Web.quote(symbol)
    print_quotes(quote)
end

#search(term) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 53

def search(term)
    matches = StockFolio::Web.search(term)

    lines = []
    matches.each do |match|
        if match['e'].length > 0 && match['t'].length > 0
        line = {
            :Symbol => "#{match['e']}:#{match['t']}",
            :Name => match['n']
        }
        lines << line
        end
    end

    puts Hirb::Helpers::Table.render(lines, :fields => [:Symbol, :Name])

end

#sell(options = {}) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 193

def sell(options={})
    options[:quantity] = 0 - options[:quantity]
    transaction = transaction_from_options(options)
end

#transactions(name) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 211

def transactions(name)
    p = Portfolio.first(:name => name)
    if p == nil
        puts "Portfolio #{name} not found"
        exit
    end

    transactions = []
    p.transactions.each do |transaction|
        transactions << {
            :id => transaction.id,
            :symbol => transaction.symbol,
            :quantity => transaction.quantity,
            :price => transaction.price,
            :executed_at => transaction.executed_at,
            :fee => transaction.fee,
            :created_at => transaction.created_at
        }
    end
    puts Hirb::Helpers::Table.render(transactions, fields: [:id, :symbol, :quantity, :price, :fee, :executed_at, :created_at])

end

#unwatch(symbol) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 292

def unwatch(symbol)
    item = WatchList.first(:symbol => symbol)
    if item != nil
        item.destroy
        puts "Removed #{symbol} from watchlist"
    end
end

#version ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 15

def version
    require 'stockfolio/version'
    require 'stockfolio/check'
    puts StockFolio::VERSION
    if StockFolio::Check.has_newer
        puts "There is a more recent version #{StockFolio::Check.version_available}"
    end
end

#watch(symbol) ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 277

def watch(symbol)
    # Validate symbol
    quote = StockFolio::Web.quote(symbol)
    if nil != quote
        quote.each do |q|
            item = WatchList.create(
                :symbol => "#{q["e"]}:#{q["t"]}",
                :created_at => DateTime.now
            )
            puts "Added #{item.symbol} to watchlist - current price $#{q['l']}"
        end
    end
end

#watchlist ⇒ Object 



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# File 'lib/stockfolio/runner.rb', line 301

def watchlist
    items = WatchList.all(:order => [:symbol.asc])
    symbols = []
    items.each do |item|
        symbols << item.symbol
    end
    quote = StockFolio::Web.quote(symbols.join(",")) 
    print_quotes(quote)
end