public static ChartingRequest ParseFromStandardRequest(string request)
{
//Example:
// chart MSFT annual
// revenue
// income
// investing cash flow
// after 12/31/2017
// before 12/31/2020
ChartingRequest ToReturn = new ChartingRequest();
List <string> Splitter = new List <string>();
Splitter.Add(Environment.NewLine);
Splitter.Add("\n");
//Go through each line and parse out meaning
string[] lines = request.Split(Splitter.ToArray(), StringSplitOptions.RemoveEmptyEntries);
List <FactLabel> RequestedFactLabels = new List <FactLabel>();
foreach (string line in lines)
{
//Charting line
if (line.ToLower().Contains("chart"))
{
Splitter.Clear();
Splitter.Add(" ");
string[] parts = line.Split(Splitter.ToArray(), StringSplitOptions.RemoveEmptyEntries);
//Chart command
if (parts.Length != 3)
{
throw new Exception("Chart command line follows incorrect syntax.");
}
if (parts[0].ToLower() != "chart")
{
throw new Exception("First word of command is not 'chart'. Command not understood.");
}
//Trading symbol
ToReturn.CompanyId = parts[1];
ToReturn.CompanyId = ToReturn.CompanyId.Replace("$", ""); //Remove dollar symbol
//Annual or quarterly?
if (parts[2].ToLower() == "annual")
{
ToReturn.PeriodType = PeriodType.Annual;
}
else if (parts[2].ToLower() == "quarterly")
{
ToReturn.PeriodType = PeriodType.Quarterly;
}
else
{
throw new Exception("Period type '" + parts[2] + " not understood.");
}
}
else if (line.ToLower().Contains("after")) //After param
{
Splitter.Clear();
Splitter.Add(" ");
string[] parts = line.Split(Splitter.ToArray(), StringSplitOptions.RemoveEmptyEntries);
try
{
ToReturn.After = DateTime.Parse(parts[1]);
}
catch
{
throw new Exception("Unable to parse date '" + parts[1] + "'");
}
}
else if (line.ToLower().Contains("before")) //Before param
{
Splitter.Clear();
Splitter.Add(" ");
string[] parts = line.Split(Splitter.ToArray(), StringSplitOptions.RemoveEmptyEntries);
try
{
ToReturn.Before = DateTime.Parse(parts[1]);
}
catch
{
throw new Exception("Unable to parse date '" + parts[1] + "'");
}
}
else //it must be a fact label request (somewhere in the middle of the requst. For example, revenue)
{
List <KeyValuePair <string, FactLabel> > cmdFlPairs = new List <KeyValuePair <string, FactLabel> >();
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("revenue", FactLabel.Revenue));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("sg&a", FactLabel.SellingGeneralAndAdministrativeExpense));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("r&d", FactLabel.ResearchAndDevelopmentExpense));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("operating income", FactLabel.OperatingIncome));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("net income", FactLabel.NetIncome));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("assets", FactLabel.Assets));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("liabilities", FactLabel.Liabilities));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("equity", FactLabel.Equity));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("cash", FactLabel.Cash));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("current assets", FactLabel.CurrentAssets));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("current liabilities", FactLabel.CurrentLiabilities));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("retained earnings", FactLabel.RetainedEarnings));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("common shares", FactLabel.CommonStockSharesOutstanding));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("operating cf", FactLabel.OperatingIncome));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("investing cf", FactLabel.InvestingCashFlows));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("financing cf", FactLabel.FinancingCashFlows));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("debt issuance", FactLabel.ProceedsFromIssuanceOfDebt));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("debt payment", FactLabel.PaymentsOfDebt));
cmdFlPairs.Add(new KeyValuePair <string, FactLabel>("dividends paid", FactLabel.DividendsPaid));
foreach (KeyValuePair <string, FactLabel> kvp in cmdFlPairs)
{
if (line.ToLower() == kvp.Key)
{
RequestedFactLabels.Add(kvp.Value);
}
}
}
}
//Plug in the fact labels
ToReturn.FactLabels = RequestedFactLabels.ToArray();
//Check to make sure they are all there
if (ToReturn.CompanyId == null)
{
throw new Exception("Company ID not specified or collected.");
}
if (ToReturn.FactLabels == null || ToReturn.FactLabels.Length == 0)
{
throw new Exception("You must specify at least one fact label.");
}
return(ToReturn);
}
public async Task <KeyValuePair <FactLabel, FinancialFactTrendDataPoint[]>[]> GetFactsForChartRequestAsync(ChartingRequest request)
{
AletheiaService AlServ = new AletheiaService(apikey);
List <KeyValuePair <FactLabel, FinancialFactTrendDataPoint[]> > ToReturn = new List <KeyValuePair <FactLabel, FinancialFactTrendDataPoint[]> >();
foreach (FactLabel label in request.FactLabels)
{
FinancialFactTrendRequest trreq = new FinancialFactTrendRequest();
trreq.Id = request.CompanyId;
trreq.Label = label;
trreq.PeriodType = request.PeriodType;
trreq.After = request.After;
trreq.Before = request.Before;
FinancialFactTrendDataPoint[] points = await AlServ.FinancialFactTrendAsync(trreq);
ToReturn.Add(new KeyValuePair <FactLabel, FinancialFactTrendDataPoint[]>(label, points));
}
return(ToReturn.ToArray());
}