public void DeleteSymbol(string symbolRemove, PortfolioEntry portfolioEntry)
{
DeleteSymbol(RetrieveSymbols(portfolioEntry)[symbolRemove]);
}
// TODO: add the detailed query here also.
public Dictionary<string, PositionEntry> RetrieveSymbols(PortfolioEntry entry)
{
PositionFeed positionFeed = FinanceService.Query(new PositionQuery(entry.EditUri.Content + FinanceNamespace.POSITIONAPPENDQUERY + Details()));
Dictionary<string, PositionEntry> symbols = new Dictionary<string, PositionEntry>();
foreach (PositionEntry positionEntry in positionFeed.Entries)
{
symbols.Add(positionEntry.Symbol.Exchange + ":" + positionEntry.Symbol.StockSymbol, positionEntry);
}
return symbols;
}
public TransactionEntry AddSymbol(string exchange, string symbol, TransactionDataArgs args, PortfolioEntry entry)
{
PositionFeed positionFeed = FinanceService.Query(new PositionQuery(entry.EditUri.Content + FinanceNamespace.POSITIONAPPENDQUERY + Details()));
TransactionEntry transactionEntry = new TransactionEntry()
{
TransactionData = new TransactionData()
{
Type = args.TransactionType,
Date = args.Date.ToString(),
Shares = args.Shares,
Notes = args.Notes,
Commission = new Commission(),
Price = new Price()
}
};
PositionEntry positionEntry = new PositionEntry()
{
Symbol = new Symbol()
{
StockSymbol = symbol,
Exchange = exchange
}
};
transactionEntry.TransactionData.Commission.Money.Add(new Money() { Amount = args.Commission, CurrencyCode= args.CurrencyCode });
transactionEntry.TransactionData.Price.Money.Add(new Money() { Amount = args.Price, CurrencyCode= args.CurrencyCode });
Uri uri = new Uri(positionFeed.Feed + "/" + positionEntry.Symbol.Exchange + ":" + positionEntry.Symbol.StockSymbol + "/" + FinanceNamespace.TRANSACTIONS);
try
{
return FinanceService.Insert(uri, transactionEntry);
}
catch (Exception ex)
{
Console.WriteLine("Exception while trying to add symbol={0} to portfolio={1} and transaction: ", positionEntry.Symbol.Exchange + ":" + positionEntry.Symbol.StockSymbol, entry.Title.Text);
Console.WriteLine("Type={0}, Date={1}, Shares={2}, Notes={3}, Commission={4}, Price={5}",
transactionEntry.TransactionData.Type,
transactionEntry.TransactionData.Date,
transactionEntry.TransactionData.Shares,
transactionEntry.TransactionData.Notes,
transactionEntry.TransactionData.Commission,
transactionEntry.TransactionData.Price);
Console.WriteLine("Exception: {0}", ex.Message);
return null;
}
}
public TransactionEntry AddSymbol(string fullSymbolName, TransactionDataArgs args, PortfolioEntry entry)
{
if (!fullSymbolName.Contains(":")) return null;
return AddSymbol(fullSymbolName.Split(':')[0], fullSymbolName.Split(':')[1], args, entry);
}
public TransactionEntry AddSymbol(string exchange, string symbol, PortfolioEntry entry)
{
PositionFeed positionFeed = FinanceService.Query(new PositionQuery(entry.EditUri.Content + FinanceNamespace.POSITIONAPPENDQUERY + Details()));
TransactionEntry transactionEntry = new TransactionEntry()
{
TransactionData = new TransactionData()
{
Type = TransactionTypes.BUY
}
};
PositionEntry positionEntry = new PositionEntry()
{
Symbol = new Symbol()
{
StockSymbol = symbol,
Exchange = exchange
}
};
Uri uri = new Uri(positionFeed.Feed + "/" + positionEntry.Symbol.Exchange + ":" + positionEntry.Symbol.StockSymbol + "/" + FinanceNamespace.TRANSACTIONS);
try
{
return FinanceService.Insert(uri, transactionEntry);
}
catch (Exception ex)
{
Console.WriteLine("Exception while trying to add symbol={0} to portfolio={1}", symbol + ":" + exchange, entry.Title.Text);
Console.WriteLine("Exception: {0}", ex.Message);
return null;
}
}
/// <summary>
/// Create a portfolio
/// </summary>
/// <param name="title">Name of the portfolio</param>
/// <param name="portfolioData">Settings for the portfolio</param>
/// <returns>Returns the response from the server</returns>
public PortfolioEntry CreatePortfolio(string title, PortfolioData portfolioData)
{
// Create a new entry.
PortfolioEntry entry = new PortfolioEntry();
// Set the name of the portfolio
entry.Title.Text = title;
// Set the portfolio data
entry.PortfolioData = portfolioData;
// Default to USD
if (entry.PortfolioData.CurrencyCode.Length == 0) entry.PortfolioData.CurrencyCode = "USD";
// Return the response from the server.
try
{
return FinanceService.Insert(new Uri(FinanceNamespace.PORTFOLIOS), entry);
}
catch (GDataRequestException ex)
{
Console.WriteLine("Unable to create portfolio, Exception: {0}", ex.Message);
return null;
}
}
