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; } } }