public UniverseAdjuster(TrendUniverse UniverseAdjusterCollection)
{
InitializeComponent();
DataGridViewColumn col = new DataGridViewTextBoxColumn();
Universe.CopyContents(UniverseAdjusterCollection);
UniBindSource.DataSource = Universe.TrendsUniverseContents;
dgv_Universe.AutoGenerateColumns = false;
dgv_Universe.DataSource = UniBindSource;
col.DataPropertyName = "Symbol";
dgv_Universe.Columns.Add(col);
StocksToAdd.TrendsUniverseContents.AllowNew = true;
dgv_StocksToAdd.AutoGenerateColumns = false;
AddSource.DataSource = StocksToAdd.TrendsUniverseContents;
dgv_StocksToAdd.DataSource = AddSource;
col = new DataGridViewTextBoxColumn();
col.DataPropertyName = "Symbol";
dgv_StocksToAdd.Columns.Add(col);
StocksToDelete.TrendsUniverseContents.AllowNew = true;
dgv_StocksToDelete.AutoGenerateColumns = false;
DeleteSource.DataSource = StocksToDelete.TrendsUniverseContents;
dgv_StocksToDelete.DataSource = DeleteSource;
col = new DataGridViewTextBoxColumn();
col.DataPropertyName = "Symbol";
dgv_StocksToDelete.Columns.Add(col);
label_Count.Text = Universe.TrendsUniverseContents.Count.ToString();
Universe.TrendsUniverseContents.ListChanged += new ListChangedEventHandler(StockUniverseContents_ListChanged);
}
public StockPickerForm()//Loads form independently from program allowing it to be used as a separate entity.
{
TrendUni = new TrendUniverse();
bs.DataSource = TrendUni.TrendsUniverseContents;
InitializeComponent();
mostRecentFriday();
dataGridView1.DataSource = bs;
label_Date.Text = monthCalendar1.SelectionStart.ToShortDateString();
button_Return.Enabled = false;
}
public static Fund NewFundFromPortfolio(string openLocation, DateTime date)
{
Fund fund = new Fund();
Portfolio port = new Portfolio();
Processor proc = new Processor();
TrendUniverse SU = new TrendUniverse();
proc.Portfolio = port;
proc.WeeklyDate = Convert.ToDateTime(date.ToShortDateString());
proc.StockPick = "Stock Pick";
proc.Universe = SU;
fund.AddProc(proc);
using (System.IO.StreamReader sr = new StreamReader(openLocation))
{
string unparsedCSV = sr.ReadToEnd(); //Stock name, Lot, Holdings, purchase price, date, high alert, low alert. 6 items looping
string[] parsedCSV = unparsedCSV.Replace("\n", " ").Replace(" ", ",").Split(',');
int LotCounter = 0;
while (LotCounter < parsedCSV.Length)
{
string stockName = parsedCSV[LotCounter + 0];
if (stockName == "ZZZCASH")
{
port.Cash = Convert.ToDecimal(parsedCSV[LotCounter + 2]);
break;
}
int lotNumber = Convert.ToInt16(parsedCSV[LotCounter + 1]);
decimal holdings = Convert.ToDecimal(parsedCSV[LotCounter + 2]);
parsedCSV[LotCounter +3] = parsedCSV[LotCounter + 3].Replace("$", "");
decimal purchasePrice = Convert.ToDecimal(parsedCSV[LotCounter + 3]);
DateTime purchaseDate = Convert.ToDateTime(parsedCSV[LotCounter + 4]);
decimal highAlert = Convert.ToDecimal(parsedCSV[LotCounter + 5]);
decimal lowAlert = Convert.ToDecimal(parsedCSV[LotCounter + 6]);
Lot lot = new Lot(stockName, Trends.PriceBySymbol(stockName, date),lotNumber,holdings,purchasePrice,purchaseDate,highAlert,lowAlert);
fund.FundHistory[0].Portfolio.Add(lot);
LotCounter = LotCounter + 7;
}
port.CalcPortfolioValue();
return fund;
}
}
public StockPickerForm(TrendUniverse StockUni, WeeklyProcessor parent)
{
FormParent = parent;
TrendUni = FormParent.weeksProcessData.Universe;
bs.DataSource = TrendUni.TrendsUniverseContents;
InitializeComponent();
dataGridView2.AutoGenerateColumns = false;
dataGridView2.DataSource = TrendUni.TrendsUniverseContents;
DataGridViewTextBoxColumn col = new DataGridViewTextBoxColumn();
col.DataPropertyName = "Symbol";
dataGridView2.Columns.Add(col);
dataGridView1.DataSource = TrendUni.TrendsUniverseContents;
monthCalendar1.SelectionEnd = FormParent.weeksProcessData.WeeklyDate;
label_Date.Text = FormParent.weeksProcessData.WeeklyDate.ToShortDateString();
monthCalendar1.Enabled = false;
}
public void CopyContents(TrendUniverse TrendsUniverse) //Use this to make two portfolios contain the same items. Avoid using TrendsUniverse A = B as this changes bindingSource target.
{
_TrendsUniverseContents.Clear();
foreach (Trends stock in TrendsUniverse.TrendsUniverseContents)
{
this.Add(stock.Symbol);
}
}
public static TrendUniverse OpenTrendsUniverse(string openLocation)
{
string extension = Path.GetExtension(openLocation);
TrendUniverse temp = new TrendUniverse();
if (extension == ".pfo")
{
using (System.IO.StreamReader sr = new StreamReader(openLocation))
{
String line;
while ((line = sr.ReadLine()) != null)
{
Trends stock = new Trends(line);
temp.Add(stock);
}
return temp;
}
}
else if (extension == ".csv")
{
using (System.IO.StreamReader sr = new StreamReader(openLocation))
{
string unparsedCSV = sr.ReadToEnd();
string[] parsedCSV = unparsedCSV.Replace("\n", " ").Replace(" ", ",").Split(',');
foreach (string parsedCSVstockMember in parsedCSV)
{
string tempString = parsedCSVstockMember;
tempString = parsedCSVstockMember.Replace("\r", "");
if (parsedCSVstockMember != "")
{
Trends stock = new Trends(parsedCSVstockMember);
temp.Add(tempString);
}
}
return temp;
}
}
else
{
throw new FileLoadException("Only accepts file types of *.pfo or *.csv");
}
}
private void button_InputChanges_Click(object sender, EventArgs e)
{
bool errorTriggered = false;
List<string> errorMessage = new List<string>();
TrendUniverse AddBuffer = new TrendUniverse();
TrendUniverse DeleteBuffer = new TrendUniverse();
AddBuffer.CopyContents(StocksToAdd);// Use buffers to store add and delete data
DeleteBuffer.CopyContents(StocksToDelete);
foreach (Trends stock in StocksToAdd.TrendsUniverseContents) // Checks to see if added stock is already in list
{
if (Universe.Contains(stock.Symbol))
{
errorTriggered = true;
errorMessage.Add(stock.Symbol);
}
}
foreach (Trends stock in StocksToDelete.TrendsUniverseContents) //Checks to see if deleted stock is not in list
{
if (!(Universe.Contains(stock.Symbol)))
{
errorTriggered = true;
errorMessage.Add(stock.Symbol);
}
}
if (errorTriggered)
{
string errors = string.Join(", ", errorMessage.ToArray());
MessageBox.Show("Error: The following stocks you are attempting to add/remove are either already in the universe, or not in it to be removed \n" + errors);
return;
}
foreach (Trends stock in StocksToAdd.TrendsUniverseContents)
{
if(!(string.IsNullOrEmpty(stock.Symbol)))
Universe.Add(stock);
}
foreach (Trends stock in StocksToDelete.TrendsUniverseContents)
{
Universe.Remove(stock.Symbol);
}
AddSource.Clear();
DeleteSource.Clear();
}
private void button_Finish_Click(object sender, EventArgs e)
{
if (FormType == 1)
{
if (DoneProcessing)
{
TrendUniverse stockTemp = new TrendUniverse();
stockTemp.CopyContents(weeksProcessData.Universe);
weeksProcessData.Universe = stockTemp;
FormParent.fund.AddProc(weeksProcessData);
FormParent.RefreshBindings();
this.Close();
}
else
{
MessageBox.Show("Complete the processing before finalizing");
}
}
else
{
this.Close();
}
}