public async Task <float> CalculateNetProfitAsync()
{
//Get list of all stocks
List <string> stocks = new List <string>();
foreach (EquityHolding eh in EquityHoldings)
{
if (stocks.Contains(eh.Symbol.Trim().ToUpper()) == false)
{
stocks.Add(eh.Symbol.Trim().ToUpper());
}
}
//Get the equity data as a batch
BatchStockDataProvider bsdp = new BatchStockDataProvider();
EquitySummaryData[] esds = await bsdp.GetBatchEquitySummaryData(stocks.ToArray());
//Add up our portfolio value
float PortValue = 0;
foreach (EquityHolding eh in EquityHoldings)
{
foreach (EquitySummaryData esd in esds)
{
if (esd.StockSymbol.ToUpper().Trim() == eh.Symbol.ToUpper().Trim())
{
float thisstockval = eh.Quantity * esd.Price;
PortValue = PortValue + thisstockval;
}
}
}
//Find how much cash was invested
float CashInvested = 0;
foreach (CashTransaction ct in CashTransactionLog)
{
if (ct.ChangeType == CashTransactionType.Edit) //Only count it if it was added. If it was a charge for trading (commission), do not count it.
{
CashInvested = CashInvested + ct.CashChange;
}
}
return(PortValue + Cash - CashInvested);
}
public async Task <string[]> PrepareTweetsForUpcomingEarningsCallsAsync(DateTime day)
{
List <string> ToReturn = new List <string>();
//Get stocks
EarningsCalendarProvider ecp = new EarningsCalendarProvider();
string[] stocks = await ecp.GetCompaniesReportingEarningsAsync(day);
if (stocks.Length == 0)
{
ToReturn.Add("No earnings calls planned for " + day.ToShortDateString() + "! Until next time.");
return(ToReturn.ToArray());
}
BatchStockDataProvider bsdp = new BatchStockDataProvider();
EquitySummaryData[] data = await bsdp.GetBatchEquitySummaryData(stocks);
//Rank by market cap
List <EquitySummaryData> DataAsList = data.ToList();
List <EquitySummaryData> Filter1 = new List <EquitySummaryData>();
do
{
EquitySummaryData winner = DataAsList[0];
foreach (EquitySummaryData esd in DataAsList)
{
if (esd.MarketCap > winner.MarketCap)
{
winner = esd;
}
}
Filter1.Add(winner);
DataAsList.Remove(winner);
} while (DataAsList.Count != 0);
int t = 1;
string CurrentTweet = "";
//First tweet
DateTimeFormatInfo dtfo = new DateTimeFormatInfo();
string monthName = dtfo.GetMonthName(day.Month);
CurrentTweet = "Upcoming earnings calls on " + day.DayOfWeek.ToString() + ", " + monthName + " " + day.Day.ToString() + " " + day.Year.ToString() + ":";
//Add all
foreach (EquitySummaryData esd in Filter1)
{
string MyPiece = t.ToString() + ". " + "$" + esd.StockSymbol.ToUpper().Trim() + " " + esd.Name;
//Propose what it would be
string proposal = CurrentTweet + "\n" + MyPiece;
if (proposal.Length <= 280) //If it fits, keep it in the current tweet
{
CurrentTweet = proposal;
}
else //If it doesn't fit in the current tweet, commit that tweet to the Tweet list and start another
{
ToReturn.Add(CurrentTweet);
CurrentTweet = MyPiece;
}
t = t + 1;
}
//Add the current tweet that is being worked on to the list
ToReturn.Add(CurrentTweet);
return(ToReturn.ToArray());
}
public async Task <EquityHoldingPerformance[]> CalculateEquityHoldingPerformances()
{
List <EquityHoldingPerformance> ToReturn = new List <EquityHoldingPerformance>();
//Check if there are no holdings
if (EquityHoldings.Count == 0)
{
return(ToReturn.ToArray());
}
//Get a list of all equities
List <string> Stocks = new List <string>();
foreach (EquityHolding eh in EquityHoldings)
{
if (Stocks.Contains(eh.Symbol.Trim().ToUpper()) == false)
{
Stocks.Add(eh.Symbol.Trim().ToUpper());
}
}
//Get all stock data
BatchStockDataProvider bsdp = new BatchStockDataProvider();
EquitySummaryData[] ESDs = await bsdp.GetBatchEquitySummaryData(Stocks.ToArray());
//Check if we have all of them
if (Stocks.Count != ESDs.Length)
{
string DontHave = "";
foreach (string s in Stocks)
{
bool HasIt = false;
foreach (EquitySummaryData esd in ESDs)
{
if (esd.StockSymbol.Trim().ToUpper() == s.Trim().ToUpper())
{
HasIt = true;
}
}
if (HasIt == false)
{
DontHave = DontHave + s + ",";
}
}
throw new Exception("Unable to calculate all of the performance logs for your holdings because access of data failed: " + DontHave);
}
//Calculate the performances
foreach (string s in Stocks)
{
EquityHoldingPerformance ehp = new EquityHoldingPerformance();
//Find the right Equity Data
EquitySummaryData esd = null;
foreach (EquitySummaryData es in ESDs)
{
if (es.StockSymbol.Trim().ToUpper() == s.Trim().ToUpper())
{
esd = es;
}
}
if (esd == null)
{
throw new Exception("Fatal error while calculating performance for " + s + ".");
}
//Find the right equity holding
EquityHolding eh = null;
foreach (EquityHolding h in EquityHoldings)
{
if (h.Symbol.Trim().ToUpper() == s.Trim().ToUpper())
{
eh = h;
}
}
if (eh == null)
{
throw new Exception("Fatal error while find holding for " + s + ".");
}
//Add symbol
ehp.Symbol = s.Trim().ToUpper();
//Get dollars invested
ehp.DollarsInvested = eh.AverageCostBasis * eh.Quantity;
//Get holding value
ehp.HoldingValue = eh.Quantity * esd.Price;
//Get dollar profit
ehp.DollarProfit = ehp.HoldingValue - ehp.DollarsInvested;
//Get percent profit
ehp.PercentProfit = ehp.DollarProfit / ehp.DollarsInvested;
ToReturn.Add(ehp);
}
//Return them
return(ToReturn.ToArray());
}
