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 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 exchange, string symbol, TransactionDataArgs args, string title)
{
// TODO: handle the exception correctly with the portfolio title
return AddSymbol(exchange, symbol, args, Portfolios[title]);
}
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 fullSymbolName, TransactionDataArgs args, string title)
{
if (!fullSymbolName.Contains(":")) return null;
// TODO: handle exception correctly with the portfolio title
return AddSymbol(fullSymbolName.Split(':')[0], fullSymbolName.Split(':')[1], args, Portfolios[title]);
}
