public void CreateDisplayPortfolioTests(string newPort, string oldPort, string cusipChanged, double change, string cusipNew, string cusipSold)
{
var baseDir = AppContext.BaseDirectory;
var filePath = Path.Combine(baseDir, @"TestData\");
var txtStream1 = File.OpenRead(Path.Combine(filePath, newPort));
var port1 = GuruLoader.ParseSubmissionFile(txtStream1);
var txtStream2 = File.OpenRead(Path.Combine(filePath, oldPort));
var port2 = GuruLoader.ParseSubmissionFile(txtStream2);
var dp = GuruLoader.CreateDisplayPortfolio("name", port1, port2);
if (cusipChanged != null)
{
Assert.True(isSimilar(change, dp.Positions.First(p => p.Cusip == cusipChanged).Change));
}
if (cusipNew != null)
{
Assert.True(dp.Positions.First(p => p.Cusip == cusipNew).IsNew);
}
if (cusipSold != null)
{
Assert.True(dp.Positions.First(p => p.Cusip == cusipSold).IsSold);
}
}
// Try with the following ciks: 0001553733, 0001568820, 0001484148, 0001112520
// or go to https://www.sec.gov/edgar/searchedgar/companysearch.html and put the name of the investor you are interested in
// TODO: clean up cmd line definition and code to manage it.
public static void Main(string[] args)
{
if (args.Count() > 2 || args.Count() == 0)
{
Banner();
}
if (args.Count() == 2 && (args[1] != "-Hist" && args[1] != "-Hyper"))
{
Banner();
}
if (args.Count() == 1)
{
var result = GuruLoader.FetchDisplayPortfolioAsync(args[0]).Result;
Console.WriteLine(DisplayPortToString(result));
}
else if (args[1] == "-Hist")
{
// Printing Portfolio summary at both start and bottom
var result = GuruLoader.FetchFullPortfolioDataAsync(args[0]).Result;
Console.WriteLine(DisplayPortToString(result.Portfolio));
Console.WriteLine(DisplayHistory(result.CompaniesHistory));
}
else
{
var cw = LoadCIKWeightFile(args[0]);
var result = GuruLoader.FetchHyperPortfolioAsync(cw).Result;
Console.WriteLine(DisplayHyperPortToString(result));
}
}
public void ParseHtmFileTests(string fileFullName)
{
var htmStream = File.OpenRead(fileFullName);
var link = GuruLoader.ParseHtmFile(htmStream);
Assert.False(String.IsNullOrEmpty(link));
Assert.Equal(Path.GetExtension(link), ".txt");
}
public async static Task <HyperPortfolio> FetchHyperPortfolioAsync(IEnumerable <Tuple <string, double> > cikAndWeights)
{
var displayPortsTasks = cikAndWeights.Select(cw => FetchDisplayPortfolioAsync(cw.Item1)).ToArray();
var displayPorts = await Task.WhenAll(displayPortsTasks);
var portsAndWeights = displayPorts.Zip(cikAndWeights, (dp, cw) => Tuple.Create(dp, cw.Item2));
return(GuruLoader.CreateHyperPortfolio(portsAndWeights));
}
public void ParseRssTextTest(string fileFullName)
{
var rssStream = File.OpenRead(fileFullName);
var res = GuruLoader.ParseRssText(rssStream);
Assert.NotNull(res);
Assert.False(String.IsNullOrEmpty(res.DisplayName));
Assert.NotEmpty(res.Links);
Assert.All(res.Links, link => Assert.True(Path.GetExtension(link) == ".htm" ||
Path.GetExtension(link) == ".html"));
}
public void ParseSubmissionFileTests(string fileFullName)
{
var txtStream = File.OpenRead(fileFullName);
var port = GuruLoader.ParseSubmissionFile(txtStream);
Assert.NotNull(port);
Assert.True(port.PositionsNumber > 0);
Assert.True(port.TotalValue > 0);
Assert.NotEmpty(port.Positions);
Assert.All(port.Positions, pos => {
Assert.False(String.IsNullOrEmpty(pos.Cusip));
Assert.False(String.IsNullOrEmpty(pos.Name));
Assert.True(pos.Shares > 0);
Assert.True(pos.Value > 0);
});
}
