public void Added_And_GetAll_AreEqual()
{
// fixture unique to this test
var portfolioEntryRepositoryFixture = new SqlKataPortfolioEntryRepositoryFixture();
// arrange
var portfolioEntry1 = new PortfolioEntry("btc", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry2 = new PortfolioEntry("ada", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry3 = new PortfolioEntry("ltc", portfolioEntryRepositoryFixture.DefaultPortfolioId);
// act
portfolioEntry1 = portfolioEntry1 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry1)
};
portfolioEntry2 = portfolioEntry2 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry2)
};
portfolioEntry3 = portfolioEntry3 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry3)
};
// assert
var loadedPortfolios = portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAll();
Assert.Equal(3, loadedPortfolios.Count);
Assert.Equal(new List <PortfolioEntry> {
portfolioEntry1, portfolioEntry2, portfolioEntry3
},
loadedPortfolios);
}
/// <summary>
/// adds a new <see cref="Row"/> with <paramref name="portfolioEntry"/>'s data to table.
/// </summary>
/// <seealso cref="PropertyTable.AddRow(PropertyRow)"/>
/// <param name="portfolioEntry"></param>
public void AddRow(PortfolioEntry portfolioEntry)
{
PortfolioEntryPropertyRow portfolioEntryPropertyRow =
new PortfolioEntryPropertyRow(portfolioEntry);
propertyTable.AddRow(portfolioEntryPropertyRow);
}
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>
/// <para>
/// removes <see cref="Row"/> corresponding to <paramref name="portfolioEntry"/> from
/// table, if it exists there.
/// </para>
/// <para>
/// returns whether <see cref="Row"/> corresponding to <paramref name="portfolioEntry"/> existed in table
/// prior to being removed.
/// </para>
/// </summary>
/// <param name="portfolioEntry"></param>
/// <returns>
/// true if <see cref="Row"/> with <paramref name="portfolioEntry"/>'s data existed in table
/// prior to being removed,
/// else false
/// </returns>
public bool RemoveRow(PortfolioEntry portfolioEntry)
{
PortfolioEntryPropertyRow portfolioEntryPropertyRow =
new PortfolioEntryPropertyRow(portfolioEntry);
return(propertyTable.RemoveRow(portfolioEntryPropertyRow));
}
private bool sufficientFundsForTransactions(
PortfolioEntry portfolioEntry,
SellTransaction[] sellTransactions,
out string lackingExchangeName)
{
bool sufficientFundsForTransactions = true;
lackingExchangeName = null;
Dictionary <string, double> exchangeNameToExchangeSellAmount =
new Dictionary <string, double>();
foreach (SellTransaction sellTransaction in sellTransactions)
{
if (!exchangeNameToExchangeSellAmount.ContainsKey(sellTransaction.ExchangeName))
{
exchangeNameToExchangeSellAmount[sellTransaction.ExchangeName] = 0;
}
exchangeNameToExchangeSellAmount[sellTransaction.ExchangeName] +=
sellTransaction.Amount;
}
foreach (string exchangeName in exchangeNameToExchangeSellAmount.Keys)
{
double exchangeSellAmount = exchangeNameToExchangeSellAmount[exchangeName];
if (portfolioEntry.GetCoinHoldings(exchangeName) < exchangeSellAmount)
{
sufficientFundsForTransactions = false;
lackingExchangeName = exchangeName;
}
}
return(sufficientFundsForTransactions);
}
/// <summary>
/// returns <see cref="PortfolioEntry"/> corresponding to <paramref name="coinId"/>.
/// </summary>
/// <param name="coinId"></param>
/// <returns>
/// <see cref="PortfolioEntry"/> corresponding to <paramref name="coinId"/>.
/// </returns>
/// <exception cref="ManagerNotInitializedException">
/// <seealso cref="assertManagerInitialized(string)"/>
/// </exception>
/// <exception cref="CoinNotInPortfolioException">
/// <seealso cref="assertCoinInPortfolio(long)"/>
/// </exception>
/// <exception cref="DatabaseCommunicationException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// </exception>
public PortfolioEntry GetPortfolioEntry(long coinId)
{
assertManagerInitialized("GetPortfolioEntry");
assertCoinInPortfolio(coinId);
PortfolioEntry portfolioEntry = null;
try
{
portfolioEntry =
PortfolioDatabaseManager.Instance.GetPortfolioEntry(coinId);
if (CoinTickerManager.Instance.HasCoinTicker(coinId))
{
CoinTicker coinTicker = CoinTickerManager.Instance.GetCoinTicker(coinId);
portfolioEntry.SetCoinTicker(coinTicker);
}
}
catch (SQLiteDatabaseHandlerException sqliteDatabaseHandlerException)
{
handleDatabaseHandlerException("GetPortfolioEntry", sqliteDatabaseHandlerException);
}
return(portfolioEntry);
}
public void AddUpdate_Updates()
{
// fixture unique to this test
var portfolioEntryRepositoryFixture = new SqlKataPortfolioEntryRepositoryFixture();
// arrange
var btcEntry = new PortfolioEntry("btc", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var ethEntry = new PortfolioEntry("eth", portfolioEntryRepositoryFixture.DefaultPortfolioId);
// act
int btcId = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(btcEntry);
int ethId = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(ethEntry);
ethEntry = ethEntry with
{
Id = ethId
};
btcEntry = btcEntry with
{
// update the first entry
Id = btcId,
// change it's name
Symbol = "ltc"
};
portfolioEntryRepositoryFixture.PortfolioEntryRepository.Update(btcEntry);
Assert.Equal(btcEntry, portfolioEntryRepositoryFixture.PortfolioEntryRepository.Get(btcEntry.Id));
Assert.Equal(ethEntry, portfolioEntryRepositoryFixture.PortfolioEntryRepository.Get(ethEntry.Id));
}
/// <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);
}
}
public bool DeletePortfolioEntry(PortfolioEntry entry)
{
// when deleting a portfolio entry make sure to delete all of its orders
_marketOrderService.DeletePortfolioEntryOrders(entry.Id);
// finally delete the portfolio entry
return(_portfolioEntryRepository.Delete(entry));
}
/// <summary>
/// returns <see cref="PortfolioEntry"/> section of <see cref="PortfolioEntryPropertyRow"/>
/// <see cref="object"/> array.
/// </summary>
/// <seealso cref="CollectionUtils.DuplicateToArray{T}(T, int)"/>
/// <param name="portfolioEntry"></param>
/// <returns>
/// <see cref="PortfolioEntry"/> section of <see cref="PortfolioEntryPropertyRow"/>
/// <see cref="object"/> array.
/// </returns>
private static PortfolioEntry[] constructPortfolioEntryArray(PortfolioEntry portfolioEntry)
{
// construct PortfolioEntry array
PortfolioEntry[] portfolioEntryArray = CollectionUtils.DuplicateToArray(
portfolioEntry,
portfolioEntryProperties.Length);
return(portfolioEntryArray);
}
public TransactionEntry AddSymbol(string fullSymbolName, PortfolioEntry entry)
{
if (!fullSymbolName.Contains(":"))
{
return(null);
}
return(AddSymbol(fullSymbolName.Split(':')[0], fullSymbolName.Split(':')[1], entry));
}
public void CreateFeedEntryTest()
{
string xml = "<?xml version='1.0' encoding='UTF-8'?><feed xmlns='http://www.w3.org/2005/Atom' xmlns:openSearch='http://a9.com/-/spec/opensearchrss/1.0/' xmlns:gf='http://schemas.google.com/finance/2007' xmlns:gd='http://schemas.google.com/g/2005'><id>http://finance.google.com/finance/feeds/[email protected]/portfolios</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#portfolio'/><title type='text'>Portfolio Feed</title><link rel='alternate' type='text/html' href='http://finance.google.com/finance/portfolio?action=view'/><link rel='http://schemas.google.com/g/2005#feed' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios'/><link rel='http://schemas.google.com/g/2005#post' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios'/><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios?positions=true&returns=true'/><openSearch:totalResults>1</openSearch:totalResults><openSearch:startIndex>1</openSearch:startIndex><openSearch:itemsPerPage>1</openSearch:itemsPerPage><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#portfolio'/><title type='text'>My Portfolio</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/1'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/1'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions'><feed><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>My Portfolio</title><link rel='alternate' type='text/html' href='http://finance.google.com/finance/portfolio?action=view&pid=1'/><link rel='http://schemas.google.com/g/2005#feed' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios'/><openSearch:totalResults>9</openSearch:totalResults><openSearch:itemsPerPage>9</openSearch:itemsPerPage><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:MSFT</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>Microsoft Corporation</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AMSFT'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AMSFT'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:MSFT/transactions'/><gf:positionData gainPercentage='20.82242991' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='1000.0'><gf:costBasis><gd:money amount='1070.0' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='-440.001' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='22280.0' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='23350.0' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NASDAQ' fullName='Microsoft Corporation' symbol='MSFT'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:AAPL</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>Apple Inc.</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AAAPL'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AAAPL'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:AAPL/transactions'/><gf:positionData gainPercentage='355.1' return1w='0.02122168053' return1y='355.1' return3m='355.1' return3y='355.1' return4w='355.1' return5y='355.1' returnOverall='355.1' returnYTD='355.1' shares='100.0'><gf:costBasis><gd:money amount='40.0' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='258.0002' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='14204.0' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='14244.0' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NASDAQ' fullName='Apple Inc.' symbol='AAPL'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:ACAS</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>American Capital Ltd.</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AACAS'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AACAS'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:ACAS/transactions'/><gf:positionData gainPercentage='0.1045296167' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='10000.0'><gf:costBasis><gd:money amount='28700.0' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='4500.0' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='3000.0' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='31700.0' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NASDAQ' fullName='American Capital Ltd.' symbol='ACAS'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:ING</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>ING Groep N.V. (ADR)</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3AING'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3AING'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:ING/transactions'/><gf:positionData gainPercentage='0.05503634476' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='124.0'><gf:costBasis><gd:money amount='1194.12' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='-2.48' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='65.72' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='1259.84' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NYSE' fullName='ING Groep N.V. (ADR)' symbol='ING'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:FORTY</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>Formula Systems (1985) Ltd. (ADR)</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AFORTY'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NASDAQ%3AFORTY'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NASDAQ:FORTY/transactions'/><gf:positionData gainPercentage='0.03818953324' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='130.0'><gf:costBasis><gd:money amount='919.1' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='17.55' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='35.1' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='954.2' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NASDAQ' fullName='Formula Systems (1985) Ltd. (ADR)' symbol='FORTY'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:DT</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>Deutsche Telekom AG (ADR)</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3ADT'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3ADT'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:DT/transactions'/><gf:positionData gainPercentage='0.01224846894' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='242.0'><gf:costBasis><gd:money amount='2766.06' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='14.519758' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='33.88' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='2799.94' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NYSE' fullName='Deutsche Telekom AG (ADR)' symbol='DT'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:CHN</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>China Fund Inc. (The)</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3ACHN'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3ACHN'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:CHN/transactions'/><gf:positionData gainPercentage='0.03348104382' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='244.0'><gf:costBasis><gd:money amount='4955.64' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='7.320244' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='165.92' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='5121.56' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NYSE' fullName='China Fund Inc. (The)' symbol='CHN'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:FTE</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>France Telecom SA (ADR)</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3AFTE'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3AFTE'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:FTE/transactions'/><gf:positionData gainPercentage='0.02424786709' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='420.0'><gf:costBasis><gd:money amount='9353.4' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='-42.0' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='226.8' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='9580.2' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NYSE' fullName='France Telecom SA (ADR)' symbol='FTE'/></entry><entry><id>http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:GNK</id><updated>2009-06-27T05:40:34.000Z</updated><category scheme='http://schemas.google.com/g/2005#kind' term='http://schemas.google.com/finance/2007#position'/><title type='text'>Genco Shipping & Trading Limited</title><link rel='self' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3AGNK'/><link rel='edit' type='application/atom+xml' href='http://finance.google.com/finance/feeds/default/portfolios/NYSE%3AGNK'/><gd:feedLink href='http://finance.google.com/finance/feeds/[email protected]/portfolios/1/positions/NYSE:GNK/transactions'/><gf:positionData gainPercentage='0.1024649589' return1w='0.0' return1y='0.0' return3m='0.0' return3y='0.0' return4w='0.0' return5y='0.0' returnOverall='0.0' returnYTD='0.0' shares='10.0'><gf:costBasis><gd:money amount='206.9' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='14.69999' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='21.2' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='228.1' currencyCode='USD'/></gf:marketValue></gf:positionData><gf:symbol exchange='NYSE' fullName='Genco Shipping & Trading Limited' symbol='GNK'/></entry></feed></gd:feedLink><gf:portfolioData currencyCode='USD' gainPercentage='0.8135848188' return1w='0.02122168053' return1y='355.1' return3m='355.1' return3y='355.1' return4w='355.1' return5y='355.1' returnOverall='355.1' returnYTD='355.1'><gf:costBasis><gd:money amount='49205.22' currencyCode='USD'/></gf:costBasis><gf:daysGain><gd:money amount='4327.609192' currencyCode='USD'/></gf:daysGain><gf:gain><gd:money amount='40032.62' currencyCode='USD'/></gf:gain><gf:marketValue><gd:money amount='140032.62' currencyCode='USD'/></gf:marketValue></gf:portfolioData></entry></feed>";
PortfolioFeed target = Parse(xml);
for (int i = 0; i < target.Entries.Count; i++)
{
PortfolioEntry portfolioEntry = target.Entries[i] as PortfolioEntry;
Console.WriteLine("Title: " + portfolioEntry.Title.Text);
Console.WriteLine("FeedLink: " + portfolioEntry.FeedLink.ToString());
Console.WriteLine("CurrencyCode: " + portfolioEntry.CurrencyCode);
Console.WriteLine("GainPercentage: " + portfolioEntry.GainPercentage.ToString("0.00000000%"));
Console.WriteLine("Return1Week: " + portfolioEntry.Return1Week.ToString("0.00000000%"));
Console.WriteLine("Return4Week: " + portfolioEntry.Return4Week.ToString("0.00000000%"));
Console.WriteLine("Return3Month: " + portfolioEntry.Return3Month.ToString("0.00000000%"));
Console.WriteLine("ReturnYTD: " + portfolioEntry.ReturnYTD.ToString("0.00000000%"));
Console.WriteLine("Return1Year: " + portfolioEntry.Return1Year.ToString("0.00000000%"));
Console.WriteLine("Return3Year: " + portfolioEntry.Return3Year.ToString("0.00000000%"));
Console.WriteLine("Return5Year: " + portfolioEntry.Return5Year.ToString("0.00000000%"));
Console.WriteLine("ReturnOverall: " + portfolioEntry.ReturnOverall.ToString("0.00000000%"));
CostBasis costBasis = portfolioEntry.CostBasis;
foreach (Money m in costBasis.Money)
{
Console.WriteLine("Money: Amount = " + m.Amount as string);
Console.WriteLine("Money: CurrencyCode = " + m.CurrencyCode);
}
DaysGain daysGain = portfolioEntry.DaysGain;
foreach (Money m in daysGain.Money)
{
Console.WriteLine("Money: Amount = " + m.Amount as string);
Console.WriteLine("Money: CurrencyCode = " + m.CurrencyCode);
}
Gain gain = portfolioEntry.Gain;
foreach (Money m in gain.Money)
{
Console.WriteLine("Money: Amount = " + m.Amount as string);
Console.WriteLine("Money: CurrencyCode = " + m.CurrencyCode);
}
MarketValue marketValue = portfolioEntry.MarketValue;
foreach (Money m in marketValue.Money)
{
Console.WriteLine("Money: Amount = " + m.Amount as string);
Console.WriteLine("Money: CurrencyCode = " + m.CurrencyCode);
}
}
}
public PortfolioEntry CreatePortfolioEntry(string symbol, int portfolioId)
{
// create a new instance of the `PortfolioEntry` class
var portfolioEntry = new PortfolioEntry(symbol, portfolioId);
// add it to the repository and return it with the generated ID
return(portfolioEntry with {
Id = _portfolioEntryRepository.Add(portfolioEntry)
});
}
// 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 void Add_ReturnsNonZeroId()
{
// arrange
var portfolioEntry = new PortfolioEntry("btc", _portfolioEntryRepositoryFixture.DefaultPortfolioId);
// act
int id = _portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry);
// assert
Assert.True(id > 0);
}
/// <summary>
/// performs a sell transaction.
/// </summary>
/// <seealso cref="PortfolioEntry.Sell(SellTransaction)"/>
/// <param name="sellTransaction"></param>
/// <exception cref="ManagerNotInitializedException">
/// <seealso cref="GetPortfolioEntry(int)"/>
/// </exception>
/// <exception cref="CoinNotInPortfolioException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// </exception>
/// <exception cref="InvalidPriceException">
/// <seealso cref="PortfolioEntry.Sell(SellTransaction)"/>
/// </exception>
/// <exception cref="InsufficientFundsException">
/// <seealso cref="PortfolioEntry.Sell(SellTransaction)"/>
/// </exception>
/// <exception cref="DatabaseCommunicationException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// <seealso cref="handleDatabaseHandlerException(string, SQLiteDatabaseHandlerException)"/>
/// </exception>
public void SellCoin(SellTransaction sellTransaction)
{
PortfolioEntry portfolioEntry = GetPortfolioEntry(sellTransaction.CoinId);
try
{
portfolioEntry.Sell(sellTransaction);
}
catch (SQLiteDatabaseHandlerException sqliteDatabaseHandlerException)
{
handleDatabaseHandlerException("SellCoin", sqliteDatabaseHandlerException);
}
}
/// <summary>
/// returns <see cref="CoinTicker"/> section of <see cref="PortfolioEntryPropertyRow"/>
/// <see cref="object"/> array.
/// </summary>
/// <seealso cref="CollectionUtils.DuplicateToArray{T}(T, int)"/>
/// <param name="portfolioEntry"></param>
/// <returns>
/// <see cref="CoinTicker"/> section of <see cref="PortfolioEntryPropertyRow"/>
/// <see cref="object"/> array.
/// </returns>
private static CoinTicker[] constructCoinTickerArray(PortfolioEntry portfolioEntry)
{
// if coin ticker is not available, its properties are displaye as 'N\A'
CoinTicker coinTicker = CoinTickerManager.Instance.HasCoinTicker(portfolioEntry.CoinId)
? CoinTickerManager.Instance.GetCoinTicker(portfolioEntry.CoinId)
: null;
// construct coin ticker array
CoinTicker[] coinTickerArray = CollectionUtils.DuplicateToArray(
coinTicker,
COIN_TICKER_PROPERTIES.Length);
return(coinTickerArray);
}
/// <summary>
/// returns <see cref="PortfolioEntryPropertyRow"/> <see cref="object"/> array.
/// </summary>
/// <param name="portfolioEntry"></param>
/// <returns>
/// row <see cref="object"/> array
/// </returns>
/// <seealso cref="constructCoinDataArray(PortfolioEntry)"/>
/// <seealso cref="constructCoinTickerArray(PortfolioEntry)"/>
/// <seealso cref="constructPortfolioEntryArray(PortfolioEntry)"/>
private static object[] constructObjectArray(PortfolioEntry portfolioEntry)
{
CoinData[] coinDataArray = constructCoinDataArray(portfolioEntry);
CoinTicker[] coinTickerArray = constructCoinTickerArray(portfolioEntry);
PortfolioEntry[] portfolioEntryArray = constructPortfolioEntryArray(portfolioEntry);
// merge CoinData, CoinTicker, PortfolioEntry arrays together
object[] objectArray = CollectionUtils.MergeToArray <object>(
coinDataArray,
coinTickerArray,
portfolioEntryArray);
return(objectArray);
}
/// <summary>
/// performs a buy transaction for coin having <paramref name="buyTransaction"/>.CoinId.
/// </summary>
/// <seealso cref="PortfolioEntry.Buy(Transaction)"/>
/// <param name="buyTransaction"></param>
/// <exception cref="ManagerNotInitializedException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// </exception>
/// <exception cref="CoinNotInPortfolioException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// </exception>
/// <exception cref="InvalidPriceException">
/// <seealso cref="PortfolioEntry.Buy(Transaction))"/>
/// </exception>
/// <exception cref="DatabaseCommunicationException">
/// <seealso cref="handleDatabaseHandlerException(string, SQLiteDatabaseHandlerException)"/>
/// </exception>
public void BuyCoin(BuyTransaction buyTransaction)
{
assertManagerInitialized("BuyCoin");
PortfolioEntry portfolioEntry = GetPortfolioEntry(buyTransaction.CoinId);
try
{
portfolioEntry.Buy(buyTransaction);
}
catch (SQLiteDatabaseHandlerException sqliteDatabaseHandlerException)
{
handleDatabaseHandlerException("BuyCoin", sqliteDatabaseHandlerException);
}
}
/// <summary>
/// returns <see cref="CoinData"/> section of <see cref="PortfolioEntryPropertyRow"/>
/// <see cref="object"/> array.
/// </summary>
/// <seealso cref="CollectionUtils.DuplicateToArray{T}(T, int)"/>
/// <param name="portfolioEntry"></param>
/// <returns>
/// <see cref="CoinData"/> section of <see cref="PortfolioEntryPropertyRow"/>
/// <see cref="object"/> array.
/// </returns>
private static CoinData[] constructCoinDataArray(PortfolioEntry portfolioEntry)
{
// get coin listing corresponding to PortfolioEntry coin id
CoinListing coinListing = CoinListingManager.Instance.GetCoinListing(portfolioEntry.CoinId);
// create a corresponding CoinData object
CoinData coinData = new CoinData(coinListing);
// construct CoinData array
CoinData[] coinDataArray = CollectionUtils.DuplicateToArray(
coinData,
COIN_DATA_PROPERTIES.Length);
return(coinDataArray);
}
public void Get_CallsRepository()
{
// arrange
var portfolioEntryPresentInRepository = new PortfolioEntry("btc", 1);
var repositoryMock = new Mock <IPortfolioEntryRepository>();
var marketOrderServiceMock = new Mock <IMarketOrderService>();
repositoryMock.Setup(x => x.Get(It.Is <int>(id => id == 1))).Returns(portfolioEntryPresentInRepository);
var service = new PortfolioEntryServiceImpl(repositoryMock.Object, marketOrderServiceMock.Object);
// act
var portfolioEntry = service.GetPortfolioEntry(1);
// assert
Assert.Equal(portfolioEntryPresentInRepository, portfolioEntry);
}
public void Update_CallsRepository()
{
// arrange
var entryToBeUpdated = new PortfolioEntry("btc", 1, 1);
var repositoryMock = new Mock <IPortfolioEntryRepository>();
var marketOrderServiceMock = new Mock <IMarketOrderService>();
repositoryMock.Setup(x => x.Update(It.IsAny <PortfolioEntry>())).Returns(true);
var service = new PortfolioEntryServiceImpl(repositoryMock.Object, marketOrderServiceMock.Object);
// act
var updated = service.UpdatePortfolioEntry(entryToBeUpdated);
// assert
Assert.True(updated);
}
public void Delete_CallsRepository_And_MarketOrderService()
{
// arrange
var entryToBeDeleted = new PortfolioEntry("btc", 1, 1);
var repositoryMock = new Mock <IPortfolioEntryRepository>();
var marketOrderServiceMock = new Mock <IMarketOrderService>();
repositoryMock.Setup(x => x.Delete(It.IsAny <PortfolioEntry>())).Returns(true);
var service = new PortfolioEntryServiceImpl(repositoryMock.Object, marketOrderServiceMock.Object);
// act
var delete = service.DeletePortfolioEntry(entryToBeDeleted);
// assert
marketOrderServiceMock.Verify(x => x.DeletePortfolioEntryOrders(It.Is <int>(id => id == entryToBeDeleted.Id)));
Assert.True(delete);
}
/// <summary>
/// returns string representation of portfolio in tabular format,
/// containing data of <see cref="PortfolioEntry"/>s with specified <paramref name="coinIds"/>.
/// </summary>
/// <param name="coinIds"></param>
/// <returns>
/// string representation of portfolio in tabular format,
/// containing data of <see cref="PortfolioEntry"/>s with specified <paramref name="coinIds"/>.
/// </returns>
/// <exception cref="ManagerNotInitializedException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// </exception>
/// <exception cref="CoinNotInPortfolioException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// </exception>
/// <exception cref="DatabaseCommunicationException">
/// <seealso cref="GetPortfolioEntry(long)"/>
/// </exception>
public string GetPortfolioEntryDisplayTableString(params long[] coinIds)
{
// init portfolio entry table
PortfolioEntryTable portfolioEntryTable = new PortfolioEntryTable();
foreach (long coinId in coinIds)
{
// add row corresponding to each portfolio entry associated with specified id
PortfolioEntry portfolioEntry = GetPortfolioEntry(coinId);
portfolioEntryTable.AddRow(portfolioEntry);
}
// return table display string
string portfolioEntryTableString = portfolioEntryTable.GetTableDisplayString();
return(portfolioEntryTableString);
}
public void DeletePortfolioEntries_Deletes_Correct_Entries()
{
// fixture unique to this test
var portfolioEntryRepositoryFixture = new SqlKataPortfolioEntryRepositoryFixture();
// arrange
var portfolioEntry1 = new PortfolioEntry("btc", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry2 = new PortfolioEntry("ada", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry3 = new PortfolioEntry("ltc", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry4 = new PortfolioEntry("btc", portfolioEntryRepositoryFixture.SecondaryPortfolioId);
var portfolioEntry5 = new PortfolioEntry("eth", portfolioEntryRepositoryFixture.SecondaryPortfolioId);
// act
portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry1);
portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry2);
portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry3);
portfolioEntry4 = portfolioEntry4 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry4)
};
portfolioEntry5 = portfolioEntry5 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry5)
};
portfolioEntryRepositoryFixture.PortfolioEntryRepository.DeletePortfolioEntries(
portfolioEntryRepositoryFixture.DefaultPortfolioId);
// assert
Assert.Empty(portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAllByPortfolioId(portfolioEntryRepositoryFixture.DefaultPortfolioId));
var loadedPortfoliosSecondaryPortfolio =
portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAllByPortfolioId(
portfolioEntryRepositoryFixture.SecondaryPortfolioId);
Assert.Equal(2, loadedPortfoliosSecondaryPortfolio.Count);
Assert.Equal(new List <PortfolioEntry> {
portfolioEntry4, portfolioEntry5
},
loadedPortfoliosSecondaryPortfolio);
}
}
}
public void Added_And_Get_AreEqual()
{
// arrange
var portfolioEntry = new PortfolioEntry("btc", _portfolioEntryRepositoryFixture.DefaultPortfolioId);
// act
int id = _portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry);
portfolioEntry = portfolioEntry with
{
Id = id
};
// assert
Assert.True(id > 0);
Assert.Equal(portfolioEntry,
_portfolioEntryRepositoryFixture.PortfolioEntryRepository.Get(portfolioEntry.Id));
}
public void Create_CallsRepository()
{
// arrange
var portfolioEntryToBeAdded = new PortfolioEntry("btc", 1);
var repositoryMock = new Mock <IPortfolioEntryRepository>();
var marketOrderServiceMock = new Mock <IMarketOrderService>();
repositoryMock.Setup(x =>
x.Add(It.Is <PortfolioEntry>(portfolioEntry => portfolioEntry == portfolioEntryToBeAdded))).Returns(1);
var service = new PortfolioEntryServiceImpl(repositoryMock.Object, marketOrderServiceMock.Object);
// act
var portfolioEntry = service.CreatePortfolioEntry("btc", 1);
// assert
Assert.Equal(portfolioEntryToBeAdded with {
Id = 1
}, portfolioEntry);
}
public void Delete_Deletes()
{
// arrange
var firstEntry = new PortfolioEntry("btc", _portfolioEntryRepositoryFixture.DefaultPortfolioId);
var secondEntry = new PortfolioEntry("ltc", _portfolioEntryRepositoryFixture.DefaultPortfolioId);
// act
firstEntry = firstEntry with
{
Id = _portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(firstEntry)
};
secondEntry = secondEntry with
{
Id = _portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(secondEntry)
};
_portfolioEntryRepositoryFixture.PortfolioEntryRepository.Delete(firstEntry);
// assert
Assert.Null(_portfolioEntryRepositoryFixture.PortfolioEntryRepository.Get(firstEntry.Id));
Assert.Equal(secondEntry, _portfolioEntryRepositoryFixture.PortfolioEntryRepository.Get(secondEntry.Id));
Assert.Single(_portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAll());
}
static void Main(string[] args)
{
// File name of csv file.
string csvFileName;
// temp string for reading from the console.
string s;
// xelement document to store the csv file in.
XElement xmlDoc = null;
string portfolioName;
int portfolioIndex;
// Temporary portfolio entry
PortfolioEntry portfolioEntry;
TransactionEntry transactionEntry;
Dictionary <string, PositionEntry> symbols;
string fullSymbolName;
string user;
string password;
if (ConfigurationSettings.AppSettings["Username"] == "" ||
ConfigurationSettings.AppSettings["Password"] == "")
{
Console.Write("Enter google username: "******"Enter google password: "******"Username"];
password = ConfigurationSettings.AppSettings["Password"];
}
//if (ConfigurationSettings.AppSettings["ProxyServer"] != "" && ConfigurationSettings.AppSettings["ProxyPort"] != "")
//{
// Uri proxyUri = new Uri(ConfigurationSettings.AppSettings["ProxyServer"] + ":" + ConfigurationSettings.AppSettings["ProxyPort"]);
// WebProxy webProxy = new WebProxy(proxyUri);
// webProxy.BypassProxyOnLocal = true;
// System.Net.GlobalProxySelection.Select = webProxy;
//}
//else
//{
// System.Net.GlobalProxySelection.Select = null;
//}
GoogleFinanceManager googleFinanceManager = new GoogleFinanceManager(user, password);
bool consoleRunning = true;
while (consoleRunning)
{
Console.WriteLine();
Console.WriteLine();
Console.WriteLine("Enter following keys to test each funtion.");
Console.WriteLine("========================================================");
Console.WriteLine("'L' = Load SP500.csv file");
Console.WriteLine("'C' = Create portfolio with the loaded .csv file with blank transactions");
Console.WriteLine("'c' = Create a portfolio");
Console.WriteLine("'a' = Add a stock to a portfolio");
Console.WriteLine("'r' = Remove a stock from a portfolio");
Console.WriteLine("'p' = Portfolios Details");
Console.WriteLine("'P' = Portfolio Stocks Details");
Console.WriteLine("'l' = List Portfolios");
Console.WriteLine("'s' = List Stocks from a portfolio");
Console.WriteLine("'D' = Delete Portfolio");
Console.WriteLine("'X' = Exit Program");
Console.WriteLine("========================================================");
Console.WriteLine();
Console.WriteLine();
ConsoleKeyInfo keyInfo = Console.ReadKey(true);
switch (keyInfo.KeyChar)
{
#region 'L' Load csv file
case 'L':
Console.WriteLine("Enter .csv file name or just use default: [SP500.csv]");
s = Console.ReadLine();
csvFileName = (s == "" ? "sp500.csv" : s);
try
{
xmlDoc = new XElement("Root", File.ReadAllLines("sp500.csv").Select
(
line =>
{
var split = line.CsvSplit();
return(new XElement("Stock",
new XElement("Ticker", split[0]),
new XElement("Stock_Name", split[1]),
new XElement("Sector_code", split[2]),
new XElement("Sector_Name", split[3]),
new XElement("Industry_Group_Code", split[4]),
new XElement("Industry_Group_Name", split[5]),
new XElement("Industry_Code", split[6]),
new XElement("Industry_Name", split[7]),
new XElement("Sub_Ind_Code", split[8]),
new XElement("Sub_Ind_Name", split[9])
));
}
));
}
catch (Exception ex)
{
Console.WriteLine("Exception Parsing the .csv file: ", ex.Message);
}
break;
#endregion
#region 'C' Create portfolio with loaded .csv file
case 'C':
if (xmlDoc == null)
{
Console.WriteLine("Please load the .csv file first with 'L' command");
break;
}
// User enters name.
Console.WriteLine("Enter the portfolio name: [SP500] ");
s = Console.ReadLine();
portfolioName = (s == "" ? "SP500" : s);
// TODO: fix up the variable names. get rid of the code outside of this while loop
// Create the portfolio
portfolioEntry = googleFinanceManager.CreatePortfolio(portfolioName);
Func <XElement, TransactionEntry> anonFunc = delegate(XElement el)
{
string sym = el.Value;
YahooHelper y = new YahooHelper(sym);
string exc = y.Quote["stock_exchange"];
return(googleFinanceManager.AddSymbol(exc, sym, portfolioEntry));
};
var q = from v in xmlDoc.Elements("Stock")
select v;
List <TransactionEntry> transactions = new List <TransactionEntry>();
foreach (XElement elx in q.Elements("Ticker"))
{
transactions.Add(anonFunc(elx));
}
break;
#endregion
#region 'D' Delete portolios
case 'D':
Console.WriteLine("Enter portfolio name or leave blank to delete all portfolios: ");
s = Console.ReadLine();
if (s == "")
{
// Delete all the portfolios.
if (googleFinanceManager.DeleteAllPortfolios())
{
Console.WriteLine("All portfolios were deleted");
}
else
{
Console.WriteLine("There was a problem with googleFinanceManager, not all portfolios were deleted.");
}
}
else
{
// Delete indivual stock.
if (!googleFinanceManager.DeletePortfolio(s))
{
Console.WriteLine("Portfolio was not deleted, no title with the name {0}", s);
}
else
{
Console.WriteLine("Portfolio was deleted: {0}", s);
}
}
break;
#endregion
#region 'c' Create a portfolio
case 'c':
Console.WriteLine("Enter the portfolio name: [My Example Portfolio] ");
s = Console.ReadLine();
if (s == "")
{
Console.WriteLine("Portfolio Not Created");
break;
}
else
{
portfolioName = s;
}
// Create the portfolio
portfolioEntry = googleFinanceManager.CreatePortfolio(portfolioName);
if (portfolioEntry != null)
{
Console.WriteLine("Portfolio Created = {0}", portfolioEntry.Title.Text);
}
else
{
Console.WriteLine("googleFinanceManager.CreatePortfolio return null, Portfolio not created");
}
break;
#endregion
#region 'a' Add a stock to a portfolio
case 'a':
// Print out a list of portfolios to choose from
portfolioIndex = 0;
foreach (string t in googleFinanceManager.PortfolioNames)
{
Console.WriteLine("[{0}] {1}", portfolioIndex++, t);
}
// ask user to input which they would like to select.
Console.WriteLine("Choose a portfolio to add a symbol too: [0] ");
s = Console.ReadLine();
s = (s == ""?"0":s);
portfolioIndex = int.Parse(s);
// ask user if they would like to create a transaction or a simple add.
Console.WriteLine("Would you like to create a transaction for this symbol: [y/n]");
s = Console.ReadLine();
if ((s == "" ? "n" : s) == "y")
{
TransactionDataArgs transactionDataArgs = new TransactionDataArgs()
{
TransactionType = TransactionTypes.BUY,
Price = 0.0f,
Commission = 0.0f,
Notes = "blahblah",
Date = DateTime.Now,
Shares = 100.00
};
// Create transaction
Console.WriteLine("Enter the full symbol name exchange:symbol: [NASDAQ:GOOG] ");
// TODO: need to implement the buying and selling of stock, not just adding it to a portfolio.
fullSymbolName = Console.ReadLine();
Console.WriteLine("Enter the type of transaction [0] Buy, [2] Buy to Cover, [3] Sell, [4] Sell Short: [0]");
s = Console.ReadLine();
s = (s == "" ? "0" : s);
switch (int.Parse(s))
{
case 0:
transactionDataArgs.TransactionType = TransactionTypes.BUY;
break;
case 1:
transactionDataArgs.TransactionType = TransactionTypes.BUYTOCOVER;
break;
case 2:
transactionDataArgs.TransactionType = TransactionTypes.SELL;
break;
case 3:
transactionDataArgs.TransactionType = TransactionTypes.SELLSHORT;
break;
}
Console.WriteLine("Enter the price to purchase the stock: [10.95]");
s = Console.ReadLine();
s = (s == "" ? "10.95" : s);
transactionDataArgs.Price = float.Parse(s);
Console.WriteLine("Enter the price of commission: [10.95]");
s = Console.ReadLine();
s = (s == "" ? "10.95" : s);
transactionDataArgs.Commission = float.Parse(s);
Console.WriteLine("Enter some notes about this purchase: [Going to make money on this stock]");
s = Console.ReadLine();
s = (s == "" ? "Going to make money on this stock" : s);
Console.WriteLine("What date did you purchase this stock: [Today]");
s = Console.ReadLine();
try
{
transactionDataArgs.Date = DateTime.Parse(s);
}
catch (Exception)
{
transactionDataArgs.Date = DateTime.Now;
}
Console.WriteLine("How many shares do you want to purchase: [100] ");
s = Console.ReadLine();
s = (s == "" ? "100" : s);
transactionDataArgs.Shares = double.Parse(s);
Console.WriteLine("Enter Currency Code: [USD] ");
s = Console.ReadLine();
s = (s == "" ? "USD" : s);
transactionDataArgs.CurrencyCode = s;
transactionEntry = googleFinanceManager.AddSymbol(fullSymbolName, transactionDataArgs, googleFinanceManager.Portfolios[googleFinanceManager.PortfolioNames[portfolioIndex]]);
if (transactionEntry != null)
{
Console.WriteLine("Symbol={0} has successfully been added to Portfolio={1}", fullSymbolName, transactionEntry.Title.Text);
Console.WriteLine("Type={0}, Date={1}, Shares={2}, Notes={3}, Commission={4}, Price={5}",
transactionDataArgs.TransactionType,
transactionDataArgs.Date,
transactionDataArgs.Shares,
transactionDataArgs.Notes,
transactionDataArgs.Commission,
transactionDataArgs.Price);
}
}
else
{
// add symbol to that list.
Console.WriteLine("Enter the full symbol name exchange:symbol: [NASDAQ:GOOG] ");
s = Console.ReadLine();
fullSymbolName = s;
transactionEntry = googleFinanceManager.AddSymbol(fullSymbolName, googleFinanceManager.PortfolioNames[portfolioIndex]);
if (transactionEntry != null)
{
Console.WriteLine("Symbol={0} has successfully been added to Portfolio={1}", fullSymbolName, transactionEntry.Title.Text);
}
}
break;
#endregion
#region 'r' Remove a stock from a portfolio
case 'r':
// Print out a list of portfolios to choose from
portfolioIndex = 0;
foreach (string t in googleFinanceManager.PortfolioNames)
{
Console.WriteLine("[{0}] {1}", portfolioIndex++, t);
}
// ask user to input which they would like to select.
Console.WriteLine("Choose a portfolio to delete a symbol from: [0] ");
s = Console.ReadLine();
s = (s == "" ? "0" : s);
portfolioIndex = int.Parse(s);
string symbolRemove;
symbols = googleFinanceManager.RetrieveSymbols(googleFinanceManager.PortfolioNames[portfolioIndex]);
foreach (var sym in symbols)
{
Console.WriteLine("[{0}]", sym.Key);
}
Console.WriteLine("Choose a symbol to delete: [] ");
s = Console.ReadLine();
symbolRemove = s;
googleFinanceManager.DeleteSymbol(symbols[symbolRemove]);
break;
#endregion
#region 'p' Portfolio Details
case 'p':
googleFinanceManager.PortfolioDetails = true;
googleFinanceManager.PositionDetails = true;
googleFinanceManager.TransactionDetails = true;
foreach (var portfolio in googleFinanceManager.Portfolios)
{
Console.WriteLine();
Console.WriteLine("Portfolio Name: {0}", portfolio.Key);
Console.WriteLine("CurrencyCode: {0}", portfolio.Value.CurrencyCode);
Console.WriteLine("GainPercentage: {0}", portfolio.Value.GainPercentage);
Console.WriteLine("Return1Week: {0}", portfolio.Value.Return1Week);
Console.WriteLine("Return4Week: {0}", portfolio.Value.Return4Week);
Console.WriteLine("Return3Month: {0}", portfolio.Value.Return3Month);
Console.WriteLine("ReturnYTD: {0}", portfolio.Value.ReturnYTD);
Console.WriteLine("Return1Year: {0}", portfolio.Value.Return1Year);
Console.WriteLine("Return3Year: {0}", portfolio.Value.Return3Year);
Console.WriteLine("Return5Year: {0}", portfolio.Value.Return5Year);
Console.WriteLine("ReturnOverall: {0}", portfolio.Value.ReturnOverall);
Console.WriteLine("CostBasis: ");
if (portfolio.Value.CostBasis != null)
{
foreach (var m in portfolio.Value.CostBasis.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine("DaysGain:");
if (portfolio.Value.DaysGain != null)
{
foreach (var m in portfolio.Value.DaysGain.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine("Gain:");
if (portfolio.Value.Gain != null)
{
foreach (var m in portfolio.Value.Gain.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine("MarketValue:");
if (portfolio.Value.MarketValue != null)
{
foreach (var m in portfolio.Value.MarketValue.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine(); Console.WriteLine();
}
break;
#endregion
#region 'P' Stock Details
case 'P':
googleFinanceManager.PortfolioDetails = true;
googleFinanceManager.PositionDetails = true;
googleFinanceManager.TransactionDetails = true;
portfolioIndex = 0;
foreach (string t in googleFinanceManager.PortfolioNames)
{
Console.WriteLine("[{0}] {1}", portfolioIndex++, t);
}
Console.WriteLine("Choose a portfolio to print details of there stocks: [0] ");
s = Console.ReadLine();
s = (s == "" ? "0" : s);
portfolioIndex = int.Parse(s);
symbols = googleFinanceManager.RetrieveSymbols(googleFinanceManager.PortfolioNames[portfolioIndex]);
Console.WriteLine("Portfolio Name: {0}", googleFinanceManager.PortfolioNames[portfolioIndex]);
foreach (var sym in symbols)
{
Console.WriteLine();
Console.WriteLine("TransactionHerf: {0}", sym.Value.TransactionHerf);
Console.WriteLine("Symbol.FullName: {0}", sym.Value.Symbol.FullName);
Console.WriteLine("Symbol.Exchange: {0}", sym.Value.Symbol.Exchange);
Console.WriteLine("Symbol.StockSymbol: {0}", sym.Value.Symbol.StockSymbol);
Console.WriteLine("DaysGain:");
if (sym.Value.DaysGain != null)
{
foreach (var m in sym.Value.DaysGain.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine("CostBasis: ");
if (sym.Value.CostBasis != null)
{
foreach (var m in sym.Value.CostBasis.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine("Gain:");
if (sym.Value.Gain != null)
{
foreach (var m in sym.Value.Gain.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine("MarketValue:");
if (sym.Value.MarketValue != null)
{
foreach (var m in sym.Value.MarketValue.Money)
{
Console.WriteLine("\tAmount={0:c}", m.Amount);
Console.WriteLine("\tAmount={0}\n", m.CurrencyCode);
}
}
Console.WriteLine("GainPercentage: {0}", sym.Value.GainPercentage);
Console.WriteLine("Return1Week: {0}", sym.Value.Return1Week);
Console.WriteLine("Return4Week: {0}", sym.Value.Return4Week);
Console.WriteLine("Return3Month: {0}", sym.Value.Return3Month);
Console.WriteLine("ReturnYTD: {0}", sym.Value.ReturnYTD);
Console.WriteLine("Return1Year: {0}", sym.Value.Return1Year);
Console.WriteLine("Return3Year: {0}", sym.Value.Return3Year);
Console.WriteLine("Return5Year: {0}", sym.Value.Return5Year);
Console.WriteLine("ReturnOverall: {0}", sym.Value.ReturnOverall);
Console.WriteLine("Shares: {0}", sym.Value.Shares);
Console.WriteLine();
}
break;
#endregion
#region 'l' List Portfolios
case 'l':
Console.WriteLine("Printing Portfolios");
googleFinanceManager.PortfolioNames.ForEach(n => Console.WriteLine("Name: {0}", n));
break;
#endregion
#region 's' List Stocks from a portfolio
case 's':
// Print out a list of portfolios to choose from
portfolioIndex = 0;
foreach (string t in googleFinanceManager.PortfolioNames)
{
Console.WriteLine("[{0}] {1}", portfolioIndex++, t);
}
// ask user to input which they would like to select.
Console.WriteLine("Choose a portfolio to add a symbol too: [0] ");
s = Console.ReadLine();
s = (s == "" ? "0" : s);
portfolioIndex = int.Parse(s);
PortfolioEntry entry = googleFinanceManager.Portfolios[googleFinanceManager.PortfolioNames[portfolioIndex]];
var stockKeys = googleFinanceManager.RetrieveSymbols(entry).Keys;
foreach (var v in stockKeys)
{
Console.WriteLine("Ticker Symbol: {0}", v);
}
break;
#endregion
#region 'X' Exit Program
case 'X':
Console.WriteLine("Exiting SP500 Program");
return;
#endregion
}
}
}
public void GetAllByPortfolioId_Returns_Correct_Entries()
{
// fixture unique to this test
var portfolioEntryRepositoryFixture = new SqlKataPortfolioEntryRepositoryFixture();
// arrange
var portfolioEntry1 = new PortfolioEntry("btc", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry2 = new PortfolioEntry("ada", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry3 = new PortfolioEntry("ltc", portfolioEntryRepositoryFixture.DefaultPortfolioId);
var portfolioEntry4 = new PortfolioEntry("btc", portfolioEntryRepositoryFixture.SecondaryPortfolioId);
var portfolioEntry5 = new PortfolioEntry("eth", portfolioEntryRepositoryFixture.SecondaryPortfolioId);
// act
var presumablyEmptyList =
portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAllByPortfolioId(
portfolioEntryRepositoryFixture.DefaultPortfolioId);
var presumablyEmptyList2 =
portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAllByPortfolioId(
portfolioEntryRepositoryFixture.SecondaryPortfolioId);
portfolioEntry1 = portfolioEntry1 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry1)
};
portfolioEntry2 = portfolioEntry2 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry2)
};
portfolioEntry3 = portfolioEntry3 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry3)
};
portfolioEntry4 = portfolioEntry4 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry4)
};
portfolioEntry5 = portfolioEntry5 with
{
Id = portfolioEntryRepositoryFixture.PortfolioEntryRepository.Add(portfolioEntry5)
};
// assert
var loadedPortfolios =
portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAllByPortfolioId(
portfolioEntryRepositoryFixture.DefaultPortfolioId);
Assert.Empty(presumablyEmptyList);
Assert.Empty(presumablyEmptyList2);
Assert.Equal(new List <PortfolioEntry> {
portfolioEntry1, portfolioEntry2, portfolioEntry3
},
loadedPortfolios);
var loadedPortfoliosSecondaryPortfolio =
portfolioEntryRepositoryFixture.PortfolioEntryRepository.GetAllByPortfolioId(
portfolioEntryRepositoryFixture.SecondaryPortfolioId);
Assert.Equal(2, loadedPortfoliosSecondaryPortfolio.Count);
Assert.Equal(new List <PortfolioEntry> {
portfolioEntry4, portfolioEntry5
},
loadedPortfoliosSecondaryPortfolio);
}
