public void DownloadHistoricalStockRecordsUI(ProgramContext programContext)
{
Console.WriteLine("Which stock would you like to download? Please enter the symbol");
var symbol = Console.ReadLine();
this.DownloadHistoricalStockRecords(programContext, symbol);
}
public void CalcHigh52Week(ProgramContext programContext)
{
var queryList = programContext.DailyRecordList.ToList();
foreach (DailyStockRecord record in programContext.DailyRecordList)
{
record.High52Week = queryList.Where(x => x.Date > record.Date.AddYears(-1) && x.Date <= record.Date).Select(x => x.High).Max();
}
}
public void CalculationsForDailyRecord(ProgramContext programContext)
{
this.CalcDailyChange(programContext);
this.CalcHigh52Week(programContext);
this.CalcLow52Week(programContext);
this.CalcOverNightChange(programContext);
this.CalcVolitilityRating(programContext);
this.CalcDividendYield(programContext);
}
public void DownloadHistoricalStockRecords(ProgramContext programContext, string symbol)
{
programContext.JsonDownloader.AlphaVantageDownloader(programContext, symbol);
programContext.Calculations.CalculationsForDailyRecord(programContext);
programContext.AddStockInfo.SqlForAddingDailyRecord(programContext);
programContext.UserInterface.StartUpOptions(programContext);
}
public void StartUpOptions(ProgramContext programContext)
{
string tempUserInput;
Console.WriteLine("What would you like to do?");
Console.WriteLine("1) Update database with with all company info");
Console.WriteLine("2) Research daily records for a stock");
Console.WriteLine("3) Create an account");
Console.WriteLine("4) Log into an account");
Console.WriteLine("Please enter the number of your selection");
tempUserInput = Console.ReadLine();
switch (tempUserInput)
{
case "1":
{
// update database with all company info
programContext.AddStockInfo.AddAllStocksToDataBase(programContext);
break;
}
case "2":
{
// Research daily records for a stock
programContext.DownloadStockHistoricalRecords.DownloadHistoricalStockRecordsUI(programContext);
break;
}
case "3":
{
// Create an account
programContext.UserAccountCreator.CreateUserAccount(programContext);
break;
}
case "4":
{
// Log into an account
programContext.UserLoggin.LogginUser(programContext);
break;
}
default:
{
// invalid entry
Console.WriteLine("Invalid entry, please try again.");
this.StartUpOptions(programContext);
break;
}
}
this.StartUpOptions(programContext);
}
public void CalcDividendYield(ProgramContext programContext)
{
var queryList = programContext.DailyRecordList.ToList();
foreach (DailyStockRecord record in programContext.DailyRecordList)
{
var dividendYield = queryList.Where(x => x.Date > record.Date.AddYears(-1) && x.Date <= record.Date).Select(x => x.Dividend).Sum() / record.Close;
dividendYield = dividendYield * 100;
record.DividendYield = decimal.Round(dividendYield, 2, MidpointRounding.AwayFromZero);
}
}
public void CalcDailyChange(ProgramContext programContext)
{
programContext.DailyRecordList.OrderByDescending(x => x.Date);
foreach (DailyStockRecord record in programContext.DailyRecordList)
{
if (programContext.DailyRecordList.IndexOf(record) != programContext.DailyRecordList.Count - 1)
{
record.DailyChange = record.Close - record.Open;
}
}
}
public void DeletePortfolio(ProgramContext programContext)
{
string tempPortfolioToDelete;
List <Portfolio> tempPortfolioList;
Console.WriteLine("Which portfolio would you like to delete? Please type the name");
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
tempPortfolioList = connection.Query <Portfolio>(
$@"declare @UserAcctID int
set @UserAcctID = '{programContext.User.AcctID}'
Select *
from Portfolio
where AcctId = @UserAcctID").ToList();
}
foreach (Portfolio portfolio in tempPortfolioList)
{
Console.WriteLine(portfolio.PortfolioName);
}
tempPortfolioToDelete = Console.ReadLine();
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
connection.Query(
$@"declare @PortfolioToDelete NvarChar(max)
declare @UserAcctID int
set @PortfolioToDelete = '{tempPortfolioToDelete}'
set @UserAcctID = '{programContext.User.AcctID}'
DELETE FROM Portfolio WHERE PortfolioName = @PortfolioToDelete and AcctID = @UserAcctID;");
}
Console.WriteLine();
Console.WriteLine("New portfolio list");
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
tempPortfolioList = connection.Query <Portfolio>(
$@"declare @UserAcctID int
set @UserAcctID = '{programContext.User.AcctID}'
Select *
from Portfolio
where AcctId = @UserAcctID").ToList();
}
foreach (Portfolio portfolio in tempPortfolioList)
{
Console.WriteLine(portfolio.PortfolioName);
}
}
static void Main(string[] args)
{
TransactionRecord transactionRecord = new TransactionRecord();
Stock stock = new Stock();
AddStockInfo addStockInfo = new AddStockInfo();
JsonDownloader jsonDownloader = new JsonDownloader();
List <DailyStockRecord> dailyRecordList = new List <DailyStockRecord>();
DailyStockRecord dailyStockRecord = new DailyStockRecord();
Calculations calculations = new Calculations();
DownloadStockHistoricalRecords downloadStockHistoricalRecords = new DownloadStockHistoricalRecords();
UserInterface userInterface = new UserInterface();
UserAccountCreator userAccountCreator = new UserAccountCreator();
UserLoggin userLoggin = new UserLoggin();
List <Portfolio> portfolioList = new List <Portfolio>();
Portfolio portfolio = new Portfolio();
User user = new User();
ProgramContext programContext = new ProgramContext()
{
TransactionRecord = transactionRecord,
Stock = stock,
AddStockInfo = addStockInfo,
JsonDownloader = jsonDownloader,
DailyRecordList = dailyRecordList,
DailyStockRecord = dailyStockRecord,
Calculations = calculations,
DownloadStockHistoricalRecords = downloadStockHistoricalRecords,
UserInterface = userInterface,
UserAccountCreator = userAccountCreator,
PortfolioList = portfolioList,
Portfolio = portfolio,
UserLoggin = userLoggin,
User = user,
SourceFile1 = @"c:\users\jflem\source\repos\stockportfolio\stockportfolio\companylist1.txt",
SourceFile2 = @"c:\users\jflem\source\repos\stockportfolio\stockportfolio\companylist2.txt",
SourceFile3 = @"c:\users\jflem\source\repos\stockportfolio\stockportfolio\companylist3.txt",
SourceFileKey = @"C:\Users\jflem\Documents\Notepadstuff\alphavantageapikey.txt"
};
programContext.AlphaVantageKey = File.ReadAllText(@"C:\Users\jflem\Documents\Notepadstuff\alphavantageapikey.txt");
// test section
//Console.ReadLine();
// end test section
userInterface.StartUpOptions(programContext);
}
public void AddUserToDataBase(ProgramContext programContext)
{
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
connection.Query(
$@"declare @username nvarchar(max)
declare @password nvarchar(max)
set @username = '******'
set @password = '******'
insert into AccountLoginInfo (Username, Password)
values (@username, @password)");
}
}
public void AddPortfolioToDatabase(ProgramContext programContext, string enteredPortfolioName)
{
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
var ownedPortfolioNames = connection.Query(
$@"declare @portfolioName nvarchar(max)
declare @AcctID int
set @portfolioName = '{enteredPortfolioName}'
set @AcctID = '{programContext.User.AcctID}'
insert into Portfolio (PortfolioName, AcctID)
values (@portfolioName, @AcctID);");
}
}
public void DownloadJson(ProgramContext programContext, List <DailyStockRecord> recordList)
{
using (var client = new WebClient())
{
string RawJson = client.DownloadString("https://www.alphavantage.co/query?function=TIME_SERIES_DAILY_ADJUSTED&symbol=" + programContext.Symbol + "&outputsize=full&apikey=" + programContext.AlphaVantageKey);
recordList = JsonConvert.DeserializeObject <List <DailyStockRecord> >(RawJson);
foreach (DailyStockRecord record in recordList)
{
Console.WriteLine(record.Date + " " + record.Close);
Console.ReadLine();
}
}
}
public decimal TransactionFeeSelector(ProgramContext programContext, decimal transactionFees, decimal price, decimal quantity)
{
var tempQuantity = quantity;
Console.WriteLine("How are the transaction fees being calculated?");
Console.WriteLine("Enter 1 for a percentage");
Console.WriteLine("Enter 2 for a flat dollar amount");
var selection = Console.ReadLine();
switch (selection)
{
case "1":
{
Console.WriteLine("Please enter the fee percentage as a decimal. I.E. 2.5% is .025");
decimal percentage = Convert.ToDecimal(Console.ReadLine());
if (quantity < 0)
{
tempQuantity = quantity * -1;
}
transactionFees = price * tempQuantity * percentage;
break;
}
case "2":
{
Console.WriteLine("Please enter the flat fee as a decimal.");
decimal flatFee = Convert.ToDecimal(Console.ReadLine());
if (quantity < 0)
{
tempQuantity = quantity * -1;
}
transactionFees = price * tempQuantity + flatFee;
break;
}
default:
{
Console.WriteLine("Not a valid entry");
this.TransactionFeeSelector(programContext, transactionFees, price, quantity);
break;
}
}
return(transactionFees);
}
public void CreatePortfolio(ProgramContext programContext)
{
Console.WriteLine("Please name your portfolio");
var enteredPortfolioName = Console.ReadLine();
if (string.IsNullOrEmpty(enteredPortfolioName))
{
Console.WriteLine("Invalid name, Please try again");
this.CreatePortfolio(programContext);
}
else
{
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
var ownedPortfolioNames = connection.Query(
$@"declare @enteredPortfolioName nvarchar(max) = '{enteredPortfolioName}'
select PortfolioName
from Portfolio
where PortfolioName = @enteredPortfolioName").ToList();
if (ownedPortfolioNames.Count != 0)
{
Console.WriteLine("Username is in use please pick another");
programContext.Portfolio.CreatePortfolio(programContext);
}
else
{
programContext.Portfolio.PortfolioName = enteredPortfolioName;
programContext.Portfolio.AcctID = programContext.User.AcctID;
//programContext.PortfolioList.Add(programContext.Portfolio);
this.AddPortfolioToDatabase(programContext, enteredPortfolioName);
this.UpdatePortfolioList(programContext);
}
}
Console.WriteLine("Your portfolios");
foreach (Portfolio portfolio in programContext.PortfolioList)
{
Console.WriteLine(portfolio.PortfolioName);
}
Console.WriteLine("");
programContext.UserInterface.RegisteredUserMenu(programContext);
}
}
public void CreateUserPassword(ProgramContext programContext)
{
Console.WriteLine("Please create a password");
var tempUserPassword = Console.ReadLine();
if (string.IsNullOrEmpty(tempUserPassword))
{
// invalid entry
Console.WriteLine("Invalid entry please try again");
this.CreateUserPassword(programContext);
}
else
{
programContext.User.Password = tempUserPassword;
}
}
public void UpdatePortfolioList(ProgramContext programContext)
{
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
var tempPortfolioList = connection.Query <Portfolio>(
$@"declare @UserAcctID int
set @UserAcctID = '{programContext.User.AcctID}'
select *
from Portfolio
where AcctID = @UserAcctID").ToList();
foreach (var portfolio in tempPortfolioList)
{
programContext.PortfolioList.Add(portfolio);
}
}
}
public void CalcVolitilityRating(ProgramContext programContext)
{
List <DailyStockRecord> tempDailyRecordList = new List <DailyStockRecord>();
var baseDailyRecordList = programContext.DailyRecordList.OrderBy(x => x.Date);
//dailyRecordList.Sort((x, y) => DateTime.Compare(x.Date, y.Date));
foreach (DailyStockRecord record in baseDailyRecordList)
{
decimal sum = 0;
decimal average = 0;
decimal p = 0;
decimal variance = 0;
decimal sumOfP = 0;
tempDailyRecordList.Add(record);
foreach (DailyStockRecord tempRecord in tempDailyRecordList)
{
sum += tempRecord.Close;
}
average = sum / tempDailyRecordList.Count;
foreach (DailyStockRecord tempRecord in tempDailyRecordList)
{
p = (tempRecord.Close - average) * (tempRecord.Close - average);
sumOfP += p;
}
variance = sumOfP / tempDailyRecordList.Count - 1;
var standardDeviation = Math.Sqrt((double)variance);
//var volatility = standardDeviation * 100;
record.VolitilityRating = standardDeviation;
if (Double.IsNaN(record.VolitilityRating))
{
record.VolitilityRating = -1;
}
}
}
public void VerifyPassword(ProgramContext programContext, User registeredUser)
{
Console.WriteLine("Please enter password");
var givenPassword = Console.ReadLine();
if (givenPassword == registeredUser.Password)
{
// grant access
programContext.User.AcctID = registeredUser.AcctID;
programContext.User.UserName = registeredUser.UserName;
programContext.User.Password = registeredUser.Password;
programContext.User.LoggedIn = true;
programContext.UserInterface.RegisteredUserMenu(programContext);
}
else
{
Console.WriteLine("invalid password please try again");
this.VerifyPassword(programContext, registeredUser);
}
}
public void LogginUser(ProgramContext programContext)
{
Console.WriteLine("Please enter your Username");
var givenUserName = Console.ReadLine();
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
var registeredUser = connection.QuerySingle <User>(
$@"declare @givenUserName nvarchar(max) = '{givenUserName}'
select *
from AccountLoginInfo
where username = @givenUserName");
if (givenUserName == registeredUser.UserName)
{
this.VerifyPassword(programContext, registeredUser);
}
else
{
Console.WriteLine("invalid username please try again");
this.LogginUser(programContext);
}
}
}
public void AlphaVantageDownloader(ProgramContext programContext, string symbol)
{
// Creating the connection object
IAvapiConnection connection = AvapiConnection.Instance;
// Set up the connection and pass the API_KEY provided by alphavantage.co
connection.Connect(programContext.AlphaVantageKey);
// Get the TIME_SERIES_DAILY query object
Int_TIME_SERIES_DAILY_ADJUSTED time_series_daily_adjusted =
connection.GetQueryObject_TIME_SERIES_DAILY_ADJUSTED();
// Perform the TIME_SERIES_DAILY request and get the result
IAvapiResponse_TIME_SERIES_DAILY_ADJUSTED time_series_dailyResponse =
time_series_daily_adjusted.Query(
symbol,
Const_TIME_SERIES_DAILY_ADJUSTED.TIME_SERIES_DAILY_ADJUSTED_outputsize.full);
// Printout the results
Console.WriteLine("******** RAW DATA TIME_SERIES_DAILY ********");
Console.WriteLine(time_series_dailyResponse.RawData);
Console.WriteLine("******** STRUCTURED DATA TIME_SERIES_DAILY ********");
var data = time_series_dailyResponse.Data;
if (data.Error)
{
Console.WriteLine(data.ErrorMessage);
}
else
{
Console.WriteLine("Information: " + data.MetaData.Information);
Console.WriteLine("Symbol: " + data.MetaData.Symbol);
Console.WriteLine("LastRefreshed: " + data.MetaData.LastRefreshed);
Console.WriteLine("OutputSize: " + data.MetaData.OutputSize);
Console.WriteLine("TimeZone: " + data.MetaData.TimeZone);
Console.WriteLine("========================");
Console.WriteLine("========================");
//data.TimeSeries.OrderBy(x => x.DateTime); //testing this out
foreach (var timeseries in data.TimeSeries)
{
DailyStockRecord tempDailyStockRecord = new DailyStockRecord();
Console.WriteLine("open: " + timeseries.open);
Console.WriteLine("high: " + timeseries.high);
Console.WriteLine("low: " + timeseries.low);
Console.WriteLine("close: " + timeseries.close);
Console.WriteLine("volume: " + timeseries.volume);
Console.WriteLine("DateTime: " + timeseries.DateTime);
Console.WriteLine("Dividend: " + timeseries.dividendamount);
Console.WriteLine("========================");
tempDailyStockRecord.Symbol = data.MetaData.Symbol;
tempDailyStockRecord.Open = Convert.ToDecimal(timeseries.open);
tempDailyStockRecord.High = Convert.ToDecimal(timeseries.high);
tempDailyStockRecord.Low = Convert.ToDecimal(timeseries.low);
tempDailyStockRecord.Close = Convert.ToDecimal(timeseries.close);
tempDailyStockRecord.Volume = Convert.ToDecimal(timeseries.volume);
tempDailyStockRecord.Date = Convert.ToDateTime(timeseries.DateTime);
tempDailyStockRecord.Dividend = Convert.ToDecimal(timeseries.dividendamount);
tempDailyStockRecord.AdjustedClose = Convert.ToDecimal(timeseries.adjustedclose);
programContext.DailyRecordList.Add(tempDailyStockRecord);
//tempDailyStockRecord.VolitilityRating = calculations.CalcVolitilityRating(dailyRecordList);
}
}
}
public void AddAllStocksToDataBase(ProgramContext programContext)
{
this.AddStock(programContext.SourceFile1);
this.AddStock(programContext.SourceFile2);
this.AddStock(programContext.SourceFile3);
}
public void RegisteredUserMenu(ProgramContext programContext)
{
programContext.UserLoggin.ValidateUserIsLoggedIn(programContext);
string tempUserInput;
Console.WriteLine("What would you like to do?");
Console.WriteLine("1) Update database with with all company info");
Console.WriteLine("2) Research daily records for a stock");
Console.WriteLine("3) Create a portfolio");
Console.WriteLine("4) Delete a portfolio");
Console.WriteLine("5) Update records for stocks in your portfolio");
Console.WriteLine("6) View portfolio");
Console.WriteLine("7) Buy/Sell stock");
Console.WriteLine("8) View Stocks in your portfolio");
Console.WriteLine("9) Deposit or withdraw cash");
Console.WriteLine("10) View cash account");
Console.WriteLine("11) View cash transaction record");
Console.WriteLine("12) Log out");
Console.WriteLine("Please enter the number of your selection");
tempUserInput = Console.ReadLine();
switch (tempUserInput)
{
case "1":
{
// update database with all company info
programContext.AddStockInfo.AddAllStocksToDataBase(programContext);
break;
}
case "2":
{
// Research daily records for a stock
programContext.DownloadStockHistoricalRecords.DownloadHistoricalStockRecordsUI(programContext);
break;
}
case "3":
{
// Create a portfolio
programContext.Portfolio.CreatePortfolio(programContext);
break;
}
case "4":
{
// Delete a portfolio
programContext.Portfolio.DeletePortfolio(programContext);
break;
}
case "5":
{
// Update records for stocks in portfolio
programContext.DownloadStockHistoricalRecords.UpdateStocksInPortfolio(programContext);
break;
}
case "6":
{
// View Portfolio
break;
}
case "7":
{
// Buy/Sell Stock
programContext.TransactionRecord.BuySellStock(programContext);
break;
}
case "8":
{
// View stocks in portfolio
break;
}
case "9":
{
// deposit or withdraw cash
break;
}
case "10":
{
// View cash account
break;
}
case "11":
{
// view cash transaction record
break;
}
case "12":
{
// Log out
break;
}
default:
{
break;
}
}
this.RegisteredUserMenu(programContext);
}
public void BuySellStock(ProgramContext programContext)
{
string portfolioName;
int portfolioID;
TransactionRecord transactionToBeAdded = new TransactionRecord();
decimal transactionFees = 0;
decimal price;
DateTime dateTime;
decimal quantity;
string symbol;
string tempStockID;
Console.WriteLine("Please enter the symbol for the stock you would like to buy or sell");
symbol = Console.ReadLine();
Console.WriteLine("Please enter the name of the portfolio this stock is in");
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
var tempPortfolioList = connection.Query <Portfolio>(
$@"declare @UserAcctID int
set @UserAcctID = '{programContext.User.AcctID}'
select *
from Portfolio
where AcctID = @UserAcctID").ToList();
foreach (Portfolio portfolio in tempPortfolioList)
{
Console.WriteLine(portfolio.PortfolioName);
}
}
portfolioName = Console.ReadLine();
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
portfolioID = connection.QuerySingle <int>(
$@"declare @PortfolioName nvarchar(max) = '{portfolioName}'
Select PortfolioID
from Portfolio
where PortfolioName = @PortfolioName");
}
Console.WriteLine("Please enter the quantity of share you would like to buy or sell");
Console.WriteLine("use a - sign to indicate selling");
quantity = Convert.ToDecimal(Console.ReadLine());
Console.WriteLine("Please enter the date the stock was bought or sold. Use year,Month,Day format");
dateTime = Convert.ToDateTime(Console.ReadLine());
Console.WriteLine("Please enter the price you bought or sold the shares for");
price = Convert.ToDecimal(Console.ReadLine());
transactionToBeAdded.TransactionFees = this.TransactionFeeSelector(programContext, transactionFees, price, quantity);
transactionToBeAdded.PortfolioID = portfolioID;
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
tempStockID = connection.QuerySingle <string>(
$@"Declare @symbol nvarchar(10) = '{symbol}'
Select StockID
from Stock
where Symbol = @symbol");
}
transactionToBeAdded.StockID = Convert.ToInt32(tempStockID);
transactionToBeAdded.DateTime = dateTime;
transactionToBeAdded.Price = price;
transactionToBeAdded.Quantity = quantity;
using (IDbConnection connection = new System.Data.SqlClient.SqlConnection(Helper.CnnVal("StockPortfolio")))
{
connection.Query(
$@"Declare @PortfolioID int = '{transactionToBeAdded.PortfolioID}',
@StockID int = '{transactionToBeAdded.StockID}',
@DateTime DateTime = '{transactionToBeAdded.DateTime}',
@Price decimal(18,6) = '{transactionToBeAdded.Price}',
@Quantity decimal(18,6) = '{transactionToBeAdded.Quantity}',
@Fees decimal(18,6) = '{transactionToBeAdded.TransactionFees}',
@TransactionFee decimal(18,6) = '{transactionToBeAdded.TransactionFees}'
Insert Into TransactionRecord (StockID, DateTime, Price, Quantity, Fees, PortfolioID)
values (@StockID, @DateTime, @Price, @Quantity, @Fees, @PortfolioID)");
}
}
public void ViewPortfolioUI(ProgramContext programContext)
{
}