/// <summary>
/// Main console (async) program.
/// </summary>
/// <param name="args">Command-line arguments. Not used</param>
/// <returns>Task for async running</returns>
public static async Task Main(string[] args)
{
Console.WriteLine("1. Russell 1000");
Console.WriteLine("2. Swiss Stocks");
Console.WriteLine("-- Other keys to Exit --");
var choice = Console.ReadKey().Key;
BaseDataAccessManager manager = null;
string xlsxFilename = null;
if (choice == ConsoleKey.D1)
{
manager = new IexManager();
xlsxFilename = "russell_portfolio.xlsx";
}
else if (choice == ConsoleKey.D2)
{
manager = new SixSwissManager();
xlsxFilename = "six_swiss_portfolio.xlsx";
}
else
{
return;
}
await Process(manager, xlsxFilename);
}
private static async Task Process(BaseDataAccessManager dataAccessManager, string outputXlsFilename)
{
var cacheName = dataAccessManager.GetCacheFileName();
FileInfo cacheFileInfo = new FileInfo(cacheName);
Screener screener = new Screener();
// Main workflow for Russell 1000. Workflows with other data access managers are similar.
// 1. Load data from iShares (the Russell 1000 current composition. See DownloadISharesComposition method)
// 2. Extract tickers
// 3. Load data from IEX for each ticker (metrics + company info)
// 4. Store these info into a "StockRepository" which is then saved on disk and used as a cache
// nb. Steps (1-4) are done when "refreshing" the cache or if no cache is available because it's time-consuming
// 5. Read the cache, extract the stocks
// 6. Apply the strategy rules, get a list of stocks for the portfolio
// 7. Generate an Excel file with results
bool refreshCache;
if (!cacheFileInfo.Exists)
{
Console.WriteLine("No cache with stocks information exists.");
refreshCache = true;
}
else
{
refreshCache = AskQuestion(
$"Your cache has been saved on {cacheFileInfo.LastWriteTime}. Do you want to refresh with latest data?");
Console.WriteLine();
}
StockRepositoryManager manager = new StockRepositoryManager();
StockRepository stockRepository;
if (refreshCache)
{
Console.WriteLine("Refreshing the cache. Download will start now, please wait...");
stockRepository = await dataAccessManager.Process();
manager.WriteStockRepositoryCache(stockRepository, cacheName);
}
else
{
Console.WriteLine("Reading cache...");
stockRepository = manager.ReadStockRepositoryFromCache(cacheName);
}
Console.WriteLine("Analyzing data...");
var finalPortfolio = screener.PickStocks(stockRepository);
ExcelManager excelManager = new ExcelManager();
excelManager.WriteExcelFile(outputXlsFilename, finalPortfolio, stockRepository.Stocks);
Console.WriteLine($"An excel file has been generated with your portfolio selection. Name: {outputXlsFilename}");
bool showExcel = AskQuestion("Do you want to open this Excel file now?");
if (showExcel)
{
System.Diagnostics.Process.Start(outputXlsFilename);
}
Console.WriteLine();
Console.WriteLine("Press Enter to close this application.");
Console.ReadLine();
}
