public void Test()
{
var portfolio = new Portfolio
{
Name = "Test Portfolio"
};
using (var tokenManager = new QuestradeApiTokenManager(new Configuration()))
{
var api = new QuestradeService(tokenManager, new InMemorySecurityRepository(), new InMemoryCategoryRepository());
portfolio.Accounts = api.GetAccounts();
foreach (var account in portfolio.Accounts)
{
account.Positions = api.GetPositions(account);
account.Transactions = api.GetTransactions(account, new DateTime(2008, 1, 1), DateTime.Now);
}
}
var quoter = new YahooStockService(new YahooServiceFactory());
var reporter = new StringValueReporter(quoter);
var report = reporter.GetReport(portfolio);
Console.Out.Write(report);
}
private static ErrorCode QuestradeMonthReportOperation(string portfolioName)
{
var portfolio = new Portfolio
{
Name = portfolioName
};
using (var tokenManager = new QuestradeApiTokenManager(Configuration))
{
var api = new QuestradeService(tokenManager, new InMemorySecurityRepository(), new InMemoryCategoryRepository());
portfolio.Accounts = api.GetAccounts();
foreach (var account in portfolio.Accounts)
{
account.Positions = api.GetPositions(account);
}
var service = new YahooStockService(new YahooServiceFactory());
var reporter = new StringHistoricalReporter(service);
var startDate = GetStartOfMarketWeek(DateTime.Now);
var report = reporter.GetReport(portfolio, startDate.AddMonths(-1), startDate, Period.Weekly);
Console.Write(report);
}
return(ErrorCode.NoError);
}
private static ErrorCode QuickQuestradeValueReportOperation(string portfolioName)
{
var portfolio = new Portfolio
{
Name = portfolioName
};
using (var tokenManager = new QuestradeApiTokenManager(Configuration))
{
var api = new QuestradeService(tokenManager, new InMemorySecurityRepository(), new InMemoryCategoryRepository());
portfolio.Accounts = api.GetAccounts();
foreach (var account in portfolio.Accounts)
{
account.Positions = api.GetPositions(account);
account.Transactions = api.GetTransactions(account, new DateTime(2008, 1, 1), DateTime.Now);
}
var reporter = new StringValueReporter(api);
var report = reporter.GetReport(portfolio);
Console.Write(report);
}
return(ErrorCode.NoError);
}
private static ErrorCode QuickQuestradeWeightReportOperation(string portfolioName)
{
var portfolio = new Portfolio
{
Name = portfolioName
};
var categoryRepository = new InMemoryCategoryRepository();
var securityRepo = new InMemorySecurityRepository();
var securityCategory = categoryRepository.GetCategory("Security");
var currencyCategory = categoryRepository.GetCategory("Currency");
var assetAllocationCategory = categoryRepository.GetCategory("AssetAllocation");
using (var tokenManager = new QuestradeApiTokenManager(Configuration))
{
var api = new QuestradeService(tokenManager, securityRepo, categoryRepository);
portfolio.Accounts = api.GetAccounts();
var morningstar = new MorningstarService(new Scraper(), securityRepo, categoryRepository);
var weights = new List <CategoryWeight>();
foreach (var account in portfolio.Accounts)
{
account.Positions = api.GetPositions(account);
foreach (var position in account.Positions)
{
weights.AddRange(morningstar.GetWeights(assetAllocationCategory, position.Security));
//weights.AddRange(api.GetWeights(securityCategory, position.Security));
//weights.AddRange(api.GetWeights(currencyCategory, position.Security));
}
}
var reporter = new StringWeightReporter(api);
var report = reporter.GetReport(portfolio, new[] { assetAllocationCategory }, weights.Distinct());
Console.Write(report);
}
return(ErrorCode.NoError);
}