/// <summary>
/// Removes a stock from the portfolio based on the ticker value
/// </summary>
/// <param name="ticker">String identifier</param>
/// <returns>The value of the sale in dollars</returns>
public float sell(string ticker, int quantity)
{
float returnValue = 0;
StockQuantity selectedStock = null;
foreach (StockQuantity s in stocks)//Iterates through every stock, searching for the ticker
{
if (s.Stock.Ticker == ticker)
{
selectedStock = s;
}
}
if (selectedStock.Quantity < quantity)//If the quantity to be sold exceeds the owned amount, the user is notified and taken back to the previous screen
{
Console.WriteLine("You don't own that many stocks!");
return(returnValue);
}
else
{
originPrices -= selectedStock.PriceAtPurchase * quantity;
returnValue = selectedStock.Stock.StockPrice * quantity;
if (selectedStock.Quantity == quantity)
{
stocks.Remove(selectedStock);
}
else
{
selectedStock.Quantity -= quantity;
}
}
return(returnValue);
}
/// <summary>
/// Sells a specified stock from a specified portfolio
/// </summary>
/// <param name="portName">Name of the portfolio</param>
/// <param name="stockName">Name of the stock</param>
/// <param name="amount">Amount to sell</param>
/// <returns>Whether or not the sale succeeded or failed</returns>
public bool Sell(string portName, string stockName, int amount)
{
Portfolio selectedPortfolio = null;
StockQuantity selectedStock = null;
foreach (Portfolio p in portfolios)
{
if (p.Name == portName)
{
selectedPortfolio = p;
}
}
if (selectedPortfolio.Name == null)
{
Console.WriteLine("Error, portfolio not found");
return(false);
}
foreach (StockQuantity s in selectedPortfolio.Stocks)
{
if (s.Stock.Name == stockName)
{
selectedStock = s;
}
}
if (selectedStock == null)
{
Console.WriteLine("Error, stock not found");
return(false);
}
cashBalance += selectedPortfolio.sell(selectedStock.Stock.Ticker, amount);
transactionHistory.Add(new Transaction("SELL", amount, period, selectedStock.Stock, selectedStock.Stock.StockPrice));
return(true);
}
/// <summary>
/// Adds a stock to the list of stocks contained
/// </summary>
/// <param name="stock">The stock to add</param>
/// <param name="quantity">The number of stocks to buy</param>
/// <returns>The value of the purchase</returns>
public float Add(Stock stock, int quantity)
{
bool exists = false;
StockQuantity sq = null;
foreach (StockQuantity s in stocks)
{
if (s.Stock.Name == stock.Name)
{
exists = true;
sq = s;
break;
}
}
if (!exists)//if the stock does not exist, add a new one to the list
{
stocks.Add(new StockQuantity(stock, quantity));
originPrices += stock.StockPrice * quantity;
}
else//If it does exist, just add the quantity
{
sq.Quantity += quantity;
originPrices += sq.PriceAtPurchase * quantity;
}
return(stock.StockPrice * quantity);
}
/// <summary>
/// Performs operations on the selected portfolio as per user desire
/// </summary>
/// <param name="portfolioName">The portfolio to operate on</param>
private static void PortfolioOperations(string portfolioName)
{
if (portfolioName == "X")
{
return;
}
if (account.PortfolioCount < 1)
{
Console.WriteLine("Portfolio not found");
return;
}
Portfolio selected = null;
foreach (Portfolio p in account.Portfolios)
{
if (p.Name == portfolioName)
{
selected = p;
break;
}
}
if (selected == null)
{
Console.WriteLine("Portfolio not found");
return;
}
while (true)//Loop until user returns (chooses X in the menu)
{
float positions = selected.PositionsBalance;
float gl = selected.GainLossPercent;
float glv = selected.PositionsBalance;//selected.GainLossValue;
string updown = "+";
if (glv < 0)
{
updown = "";
}
Console.WriteLine("\nPositions Balance: $" + positions + "\nGains/Losses: " + updown + "$" + glv + " (" + updown + gl + "%)" + "\nWhat would you like to do?\nB - Buy stocks\nS - Sell stocks\nV - View report\nSP - Sell this entire portfolio\nX - Return to main menu");
string input = Console.ReadLine().ToUpper().Trim();
Console.WriteLine();
if (input == "B")//Buy a stock
{
string selection = "";
Stock selectedStock = null;
bool loop = true;
while (loop)
{
Console.Write("Enter the name or the ticker of the stock to be purchased(To see a list of buyable stocks, enter 'STOCKLIST'), or enter X to cancel: ");
selection = Console.ReadLine();
Console.WriteLine();
if (selection == "X" || selection == "x")
{
loop = false; break;
}
if (selection == "STOCKLIST")//If the user wants to see available stocks and prices
{
foreach (Stock s in stocks)
{
Console.WriteLine(s.ToString());
}
}
else
{
foreach (Stock s in stocks)//search through stocks for selected stock
{
if (selection == s.Name || selection == s.Ticker || selection == s.Ticker.ToLower())
{
selectedStock = s;
loop = false;
break;
}
}
if (selectedStock == null)//if stock was not found, indicate to the user to try again
{
Console.WriteLine("Stock not found, please try again");
}
}
}
if (selection == "X" || selection == "x")
{
break;
}
else
{
Console.WriteLine(selectedStock.ToString());
Console.WriteLine("Available balance: " + account.CashBalance);
if (input != "X" && input != "x")
{
loop = true;
}
int quant = 0;
while (loop)
{
Console.Write("Enter the quantity to be purchased, or enter the dollar amount of stocks to purchase (Ex: $35.10)\n(A flat rate fee of $9.99 will be applied) or enter X to cancel: ");
string read = Console.ReadLine();
if (read == "X" || read == "x")
{
break;
}
if (read[0] == '$')
{
try
{
string substring = read.Substring(1);
float dollars = Convert.ToSingle(substring);
quant = (int)(dollars / selectedStock.StockPrice);
}
catch (Exception ex)
{
Console.WriteLine("Error, invalid input");
}
}
else
{
try
{
quant = Convert.ToInt32(read);
}
catch (Exception ex)
{
Console.WriteLine("Error, invalid input");
}
}
int code = account.Buy(selected.Name, selectedStock.Name, quant);
if (code == 0)
{
loop = false;
}
}
}
}
else if (input == "S")
{
StockQuantity selectedStock = null;
bool loop = true;
while (loop)
{
Console.Write("Please enter the ticker or name of the stock to be sold, or enter STOCKLIST to see available stocks or prest X to cancel: ");
string selection = Console.ReadLine();
if (selection == "X" || selection == "x")
{
break;
}
if (selection == "STOCKLIST")//If the user wants to see available stocks and prices
{
foreach (StockQuantity s in selected.Stocks)
{
Console.WriteLine(s.ToString());
}
}
else
{
foreach (StockQuantity s in selected.Stocks)//search through stocks for selected stock
{
if (selection == s.Stock.Name || selection == s.Stock.Ticker)
{
selectedStock = s;
loop = false;
break;
}
}
if (selectedStock == null)//if stock was not found, indicate to the user to try again
{
Console.WriteLine("You don't own any stock of that type");
}
}
}
loop = true;
int quant = 0;
while (loop)
{
Console.Write(selectedStock.ToString() + "\nPlease enter the quantity to sell, or enter X to cancel: ");
string read = Console.ReadLine();
if (read == "X")
{
loop = false;
}
else
{
try
{
quant = Convert.ToInt32(read);
}
catch (Exception ex)
{
Console.WriteLine("Invalid input, please use integer input only");
}
if (quant > selectedStock.Quantity)
{
Console.WriteLine("You do not own that many shares");
}
else
{
account.Sell(selected.Name, selectedStock.Stock.Name, quant);
loop = false;
}
}
}
}
else if (input == "V")
{
Console.WriteLine(selected.Report());
}
else if (input == "X")
{
return;
}
else if (input == "SP")
{
for (int i = selected.Stocks.Count - 1; i >= 0; i--)
{
account.Sell(selected.Name, selected.Stocks[i].Stock.Name, selected.Stocks[i].Quantity);
}
account.Portfolios.Remove(selected);
return;
}
else
{
Console.WriteLine("Error, invalid input");
}
}
}