public bool BuyStock(string code, int number)
{
//need to check if code is in market
if (m.GetCurrentPrice(code) * number <= cashBalance)
{
port.BuyStock(code, number, m.GetCurrentPrice(code));
cashBalance -= m.GetCurrentPrice(code) * number;
return(true);
}
else
{
return(false);
}
}
/// <summary>
/// Buys stocks
/// </summary>
/// <exception cref="InsufficientFundsException"> Raised if user can't afford stocks. </exception>
/// <returns> The cost. </returns>
public decimal BuyStocks(Portfolio portfolio, int quantity, Ticker tick, Dictionary <Ticker, decimal> prices)
{
decimal cost = prices[tick] * quantity + TRADE_FEE;
if (_balance > cost)
{
_tradeFees += TRADE_FEE;
_balance -= cost;
portfolio.BuyStock(tick, quantity, prices);
}
else
{
throw new InsufficientFundsException();
}
return(cost);
}
/// <summary>
/// Method to buy stock at the account level
/// </summary>
public void BuyStock()
{
double cost = 0; // variable to keep track of cost of purchase
// Checks to see if the account contains a portfolio
// If no portfolios in acct
if (_portfolioCount == 0)
{
// Asks user if they want to create portfolio
Console.Write("You have no portfolios.\nDo you want to create a portfolio? (y/n) ");
string option = Console.ReadLine();
// Yes > allows them to continue with buying stock
if (option[0] == 'y' || option[0] == 'Y')
{
// Call Create portfolio
CreatePortfolio();
}
// No > return to account menu
else if (option[0] == 'n' || option[0] == 'N')
{
Console.WriteLine("Cannot buy stock without a portfolio. Returning to main menu");
return;
}
// check for invalid input
else
{
Console.WriteLine("Error. Invalid option. Returning to main menu.");
return;
}
}
// If there are portfolios in account
if (_portfolioCount > 0)
{
// User selects which portfolio to buy stock in
Portfolio p = SelectPortfolio();
// Call buy stock at portfolio level to add stocks and get cost
cost = p.BuyStock(_funds);
// Subtract cost of purchase from funds
_funds -= cost;
}
}
/// <summary>
/// Switch statement for all the portfolio menu input options
/// </summary>
/// <param name="option">single character inputed from portfolio menu</param>
/// <param name="p">The Portfolio object that the menu is for</param>
/// <returns>menu level (0/1/2)</returns>
private static int PortfolioSwitch(char option, Portfolio p)
{
switch (option)
{
// Get portfolio balance
case ('A'):
case ('a'):
{
Console.WriteLine("\nGet portfolio balance:");
int q = _account.Quantity();
p.PortfolioBalance(q);
return(2);
}
// Get Positions Balance
case ('P'):
case ('p'):
{
Console.WriteLine("\nGet positions balance:");
p.PositionsBalance();
return(2);
}
// Get gains/loss report
case ('R'):
case ('r'):
{
Console.WriteLine("\nGet gains/loss report:");
p.Report();
return(2);
}
// Buy Stock
case ('B'):
case ('b'):
{
Console.WriteLine("\nBuy stock:");
p.BuyStock(_account.GetFunds);
return(2);
}
// Sell Stock
case ('S'):
case ('s'):
{
Console.WriteLine("\nSell stock:");
p.SellStock();
return(2);
}
// Return to account menu
case ('M'):
case ('m'):
{
return(1);
}
default:
{
Console.WriteLine("Invalid Option.");
return(2);
}
}
}
static void Main(string[] args)
{
List <Stock> stockList = new List <Stock>();
ReadTickerFile(stockList);
double balance = 0;
List <Tuple <String, Stock, double> > transactionList = new List <Tuple <String, Stock, double> >();
double depositBal = 0;
Portfolio[] porfolios = new Portfolio[3];
bool accountSelectionValid;
while (true)//Master loop only exited in one case
{
List <String> accountitems = new List <String>();
accountitems.Add("Deposit Funds");
accountitems.Add("Portfolios");
accountitems.Add("Simulate Price");
accountitems.Add("Balance");
accountitems.Add("Withdrawl");
int accountSelection = MenuSelect("Account Menu", accountitems);
switch (accountSelection) //Account page
{
case 0: //Back
System.Environment.Exit(1);
break;
case 1: //Deposit
do
{
Console.Clear();
accountSelectionValid = true;
try
{
Console.Write("Deposit amount>: ");
double deposit = Convert.ToInt32(Console.ReadLine());
balance += deposit - 4.99;
depositBal += deposit;
Console.Clear();
Console.Write(">New cash balance is " + balance);
Console.ReadLine();
}
catch (Exception e)
{
Console.Clear();
Console.Write(">Not valid");
accountSelectionValid = false;
}
} while (!accountSelectionValid);
break;
case 2: //Portfolio
List <String> portfolioItems = new List <String>();
portfolioItems.Add("One");
portfolioItems.Add("Two");
portfolioItems.Add("Three");
int portfolioSelection = MenuSelect("Portfolios", portfolioItems);
Portfolio selectedPortfolio = null;
bool back = false;
int portfolioNumber = 0;
switch (portfolioSelection)
{
case 0:
back = true;
break;
case 1:
portfolioNumber = 0;
selectedPortfolio = porfolios[0];
break;
case 2:
portfolioNumber = 1;
selectedPortfolio = porfolios[1];
break;
case 3:
portfolioNumber = 2;
selectedPortfolio = porfolios[2];
break;
}
if (!back)
{
if (selectedPortfolio == null)
{
Console.Clear();
Console.Write(">Creating new portfolio");
Console.ReadLine();
porfolios[portfolioNumber] = new Portfolio();
selectedPortfolio = porfolios[portfolioNumber];
}
List <String> portfolioActionItems = new List <String>();
portfolioActionItems.Add("Buy");
portfolioActionItems.Add("Sell");
portfolioActionItems.Add("Balance");
portfolioActionItems.Add("Delete");
int portfolioActionSelection = MenuSelect("Portfolios", portfolioActionItems);
switch (portfolioActionSelection) //All portfolio login and menus
{
case 0:
break;
case 1: //Buy
Stock selectedStock = null;
bool buyAbbvValid;
do
{
buyAbbvValid = true;
Console.Clear();
PrintList(stockList);
Console.Write("\nStock Abbv>: ");
string purchaseAbbv = Console.ReadLine();
foreach (Stock s in stockList)
{
if (purchaseAbbv == s.abbv)
{
selectedStock = s;
}
}
if (selectedStock == null)
{
Console.Clear();
Console.Write(">Not a valid abbreveation");
Console.ReadLine();
buyAbbvValid = false;
}
} while (!buyAbbvValid);
bool buyQuanityValid;
do
{
buyQuanityValid = true;
Console.Clear();
Console.Write("Quanity>: ");
try
{
int purchaseQuanity = Convert.ToInt16(Console.ReadLine());
if ((selectedStock.price * purchaseQuanity) + 9.99 > balance)
{
Console.Clear();
Console.Write(">Account balance too low");
Console.ReadLine();
}
else
{
double cost = selectedStock.price * purchaseQuanity;
balance -= cost;
transactionList.Add(Tuple.Create("Buy", selectedStock, cost));
selectedPortfolio.BuyStock(selectedStock, purchaseQuanity);
balance -= 9.99;
}
}
catch (Exception e)
{
buyQuanityValid = false;
Console.Clear();
Console.Write(">Bad Input");
Console.ReadLine();
}
} while (!buyQuanityValid);
break;
case 2: //Sell
Console.Clear();
if (selectedPortfolio.stocksHeld.Count == 0)
{
Console.Write("No stocks to sell in this portfolio");
Console.ReadLine();
break;
}
Tuple <Stock, int> sellTuple = null;
bool sellValidAbbv;
do
{
Console.Clear();
Console.WriteLine("Stocks held:");
foreach (Tuple <Stock, int> heldTuple in selectedPortfolio.stocksHeld)
{
Console.WriteLine(" " + heldTuple.Item1.abbv + " - $" + heldTuple.Item1.price + " - " + heldTuple.Item2);
}
sellValidAbbv = false;
Console.Write("Stock abbreviation to sell>:");
string sellAbbv = Console.ReadLine();
foreach (Tuple <Stock, int> heldTuple in selectedPortfolio.stocksHeld)
{
if (sellAbbv == heldTuple.Item1.abbv)
{
sellTuple = heldTuple;
sellValidAbbv = true;
}
}
} while (!sellValidAbbv);
bool sellQuanityValid;
do
{
Console.Clear();
sellQuanityValid = false;
Console.Write("Amount of stock to sell>: ");
try
{
int sellQuanity = Convert.ToInt16(Console.ReadLine());
if (sellQuanity > sellTuple.Item2)
{
Console.Clear();
Console.Write(">Too large");
Console.ReadLine();
}
else
{
sellQuanityValid = true;
double sellValue = (double)sellQuanity * (double)sellTuple.Item1.price;
balance += sellValue - 9.99;
transactionList.Add(Tuple.Create("Sell", sellTuple.Item1, sellValue));
selectedPortfolio.SellStock(sellTuple.Item1, sellQuanity);
}
}catch (Exception e)
{
sellQuanityValid = false;
Console.Clear();
Console.Write(">Bad input");
Console.ReadLine();
}
} while (!sellQuanityValid);
break;
case 3: //Balance
Console.Clear();
double thisPortValue = 0;
foreach (Tuple <Stock, int> portSumTuple in selectedPortfolio.stocksHeld)
{
thisPortValue += portSumTuple.Item1.price * portSumTuple.Item2;
}
double allInvestments = 0;
for (int curPor = 0; curPor < 3; curPor++)
{
Portfolio curPort = porfolios[curPor];
if (curPort != null)
{
foreach (Tuple <Stock, int> allPortSumHeldTuple in curPort.stocksHeld)
{
allInvestments += allPortSumHeldTuple.Item1.price * allPortSumHeldTuple.Item2;
}
}
}
double percentInvestment = (Math.Truncate((thisPortValue / allInvestments) * 100) / 100) * 100;
if (percentInvestment.Equals(Double.NaN))
{
percentInvestment = 0.00;
}
Console.WriteLine(">This portfolio makes up " + percentInvestment + "% of all investments.");
Console.WriteLine(">Stocks held breakdown: ");
double heldValue = 0;
foreach (Tuple <Stock, int> balStocksHeldTuple in selectedPortfolio.stocksHeld)
{
double stockValue = balStocksHeldTuple.Item1.price * balStocksHeldTuple.Item2;
heldValue += stockValue;
Console.WriteLine(" " + balStocksHeldTuple.Item1.abbv + " - $" + stockValue + " - " + Math.Truncate((stockValue / thisPortValue) * 100) + "%");
}
Console.WriteLine(">Transactions: ");
double overallGain = 0;
foreach (Tuple <String, Stock, double> tuple in selectedPortfolio.transactionList)
{
Console.WriteLine(" " + tuple.Item1 + " - " + tuple.Item2.abbv + " - " + tuple.Item3);
if (tuple.Item1.Equals("Buy"))
{
overallGain -= tuple.Item3;
}
else
{
overallGain += tuple.Item3;
}
overallGain -= 9.99;
}
overallGain += heldValue;
Console.WriteLine(">Overall gain: " + (Math.Truncate(overallGain * 100) / 100));
Console.ReadLine();
break;
case 4: //Delete portfolio
double delAccountValue = 0;
foreach (Tuple <Stock, int> delHeld in selectedPortfolio.stocksHeld)
{
delAccountValue += delHeld.Item1.price * delHeld.Item2;
transactionList.Add(Tuple.Create("Sell", delHeld.Item1, (double)delHeld.Item2 * delHeld.Item1.price));
}
balance += -9.99 + delAccountValue;
porfolios[portfolioSelection - 1] = null;
Console.WriteLine(">Cash added to account: " + delAccountValue);
Console.ReadLine();
break;
}
}
break;
case 3: //Simulate Price
Console.Clear();
List <String> simulatePriceActionItems = new List <String>();
simulatePriceActionItems.Add("High-volatility");
simulatePriceActionItems.Add("Medium-volatility");
simulatePriceActionItems.Add("Low-volatility");
int simulatePriceActionSelection = MenuSelect("Simulate Price", simulatePriceActionItems);
int min = 0;
int max = 0;
switch (simulatePriceActionSelection)
{
case 0:
break;
case 1: //High
min = 3;
max = 15;
break;
case 2: //Med
min = 2;
max = 8;
break;
case 3: //Low
min = 1;
max = 4;
break;
}
Random rnd = new Random();
int sign = 0;
if (rnd.Next(2) == 1)
{
sign = -1;
}
else
{
sign = 1;
}
Console.Clear();
double percentChange = ((double)rnd.Next(min, max)) / 100.00;
Console.WriteLine("Percent: " + percentChange * (double)sign + "%");
List <Stock> newStockList = new List <Stock>();
foreach (Stock oldStock in stockList)
{
double newPrice = oldStock.price + (((double)sign) * (percentChange * oldStock.price));
newPrice = Math.Truncate(newPrice * 1000) / 1000;
Stock newStock = new Stock(newPrice, oldStock.abbv, oldStock.fullname);
newStockList.Add(newStock);
}
stockList = newStockList;
Console.ReadLine();
List <Tuple <Stock, int> > newStocksHeld = new List <Tuple <Stock, int> >();
for (int curPort = 0; curPort < 3; curPort++)
{
Portfolio simPort = porfolios[curPort];
if (simPort != null)
{
foreach (Tuple <Stock, int> simTuple in simPort.stocksHeld)
{
Stock oldStock = simTuple.Item1;
double newPrice = oldStock.price + (((double)sign) * (percentChange * oldStock.price));
newPrice = Math.Truncate(newPrice * 1000) / 1000;
int oldQuanity = simTuple.Item2;
Stock newStock = new Stock(newPrice, oldStock.abbv, oldStock.fullname);
newStocksHeld.Add(Tuple.Create(newStock, oldQuanity));
}
porfolios[curPort].stocksHeld = newStocksHeld;
}
}
break;
case 4: //Balance
Console.Clear();
Console.WriteLine(">Cash balance: " + balance);
Console.WriteLine(">Positions balance: ");
foreach (Tuple <String, Stock, double> AllTransTuple in transactionList)
{
Console.WriteLine(" " + AllTransTuple.Item1 + " - " + AllTransTuple.Item2.abbv + " - " + AllTransTuple.Item3);
}
double accAllInvestments = 0;
for (int curPor = 0; curPor < 3; curPor++)
{
Portfolio curPort = porfolios[curPor];
if (curPort != null)
{
foreach (Tuple <Stock, int> allPortSumHeldTuple in curPort.stocksHeld)
{
accAllInvestments += allPortSumHeldTuple.Item1.price * allPortSumHeldTuple.Item2;
}
}
}
double accountValue = accAllInvestments + balance - depositBal;
Console.WriteLine(">Overall gain: " + Math.Truncate(100 * accountValue) / 100);
Console.ReadLine();
break;
case 5: //Withdrawl
bool withDrawlValid;
do
{
withDrawlValid = true;
Console.Clear();
Console.Write(">Withdrawl amount: ");
try
{
double withDrawl = Convert.ToDouble(Console.ReadLine());
if (withDrawl > (balance - 4.99))
{
Console.Clear();
Console.Write("Too large, you must sell");
Console.ReadLine();
}
else
{
balance -= 4.99 + withDrawl;
depositBal -= withDrawl;
}
}
catch (Exception e)
{
}
} while (!withDrawlValid);
break;
}
}
}