public async Task <string> SelectRandomGoodFirms()
{
_logger.LogInformation("Starting to select firms for the requester");
List <PiotroskiScoreMd> selectedFirms;
try
{
selectedFirms = _connectionHandlerCF.Get(r => r.Rating >= 7 && r.FYear == DateTime.Now.Year)
.ToList();
if (selectedFirms == null || !selectedFirms.Any())
{
selectedFirms = _connectionHandlerCF.Get(r => r.Rating >= 7 && r.FYear == DateTime.Now.Year - 1)
.ToList();
}
if (!selectedFirms.Any())
{
return("");
}
}
catch (Exception ex)
{
_logger.LogCritical("Error while getting data from MongoDb from Collection PiotroskiScore");
_logger.LogCritical(ex.Message);
return("");
}
selectedFirms.Shuffle();
selectedFirms = selectedFirms.Take(4)
.OrderByDescending(r => r.Rating)
.ThenByDescending(r => r.Revenue)
.ToList();
var messageString = new StringBuilder();
messageString.Append("Here are a few recommendations for you.\n");
foreach (var selectedFirm in selectedFirms)
{
var companyName = await _resolveCompanyName.ResolveTicker(selectedFirm.Ticker);
var symbol = Regex.Replace(selectedFirm.Ticker, ".{1}", "$0 ");
messageString.Append($"{companyName} with ticker {symbol} has Piotrosk-F Score of {selectedFirm.Rating}\n");
QuotesFromWorldTrading quotes = await _obtainStockQuote.GetStockQuotes(selectedFirm.Ticker);
var companyStats = await ObtainCompanyStats(selectedFirm.Ticker);
if (quotes != null && quotes.Data.Any())
{
var currentPrice = (float)quotes.Data[0].Price;
messageString.Append($"It last traded at ${Math.Round(currentPrice,2)}. ");
}
if (companyStats != null && companyStats.week52high != 0)
{
var week52Low = Math.Round(companyStats.week52low, 2);
var week52High = Math.Round(companyStats.week52high, 2);
var peRatio = companyStats.peRatio == null ? 0 : companyStats.peRatio;
messageString.Append($"52 week range is between ${week52Low} and {week52High} and P E Ratio is {peRatio}. ");
}
messageString.Append("\n\n");
}
return(messageString.ToString());
}
public async Task <WebhookResponse> SelectRandomGoodFirms()
{
_log.LogTrace("Started to select better investments");
try
{
var betterScores = _ratingsConnectionHandler.Get(r => r.Rating >= 7 && r.FYear == DateTime.Now.Year).ToList();
if (betterScores == null || betterScores.Count == 0)
{
betterScores = _ratingsConnectionHandler.Get(r => r.Rating >= 7 && r.FYear == DateTime.Now.Year - 1).ToList();
}
if (betterScores.Any())
{
betterScores.Shuffle();
}
betterScores = betterScores.Take(4).ToList();
var messageString = new StringBuilder();
messageString.Append("Here are a few recommendations for you.\n");
foreach (var piotroskiScore in betterScores)
{
var companyName = _dbconCompany.Get(r => r.SimId.Equals(piotroskiScore.SimId)).FirstOrDefault().Name;
if (!string.IsNullOrWhiteSpace(companyName))
{
string targetPrice;
if (betterScores.First() != piotroskiScore)
{
var a = await Task.Delay(100).ContinueWith(t => GetTargetPriceAsync(piotroskiScore.Ticker));
targetPrice = a.Result;
}
else
{
targetPrice = await GetTargetPriceAsync(piotroskiScore.Ticker);
}
messageString.Append($"{companyName} with ticker {piotroskiScore.Ticker} scores {piotroskiScore.Rating}.\n");
if (!targetPrice.IsNullOrWhiteSpace())
{
messageString.Append(targetPrice);
}
}
}
messageString.Append($"\n Note: Recommendations are based on SEC filings. Market conditions will affect the company's performance.\n");
messageString.Append($"\n Further research needs to be done before you place your order.\n");
var returnResponse = new WebhookResponse
{
FulfillmentText = messageString.ToString()
};
return(returnResponse);
}
catch (Exception ex)
{
_log.LogCritical($"Error while getting data from database;\n{ex.Message}");
return(new WebhookResponse());
}
}
public async Task <List <CompanyDetail> > GetAllCompaniesAsync()
{
var tmpList = await _dlf.GetCompanyList();
allCompanies = new List <CompanyDetailMd>();
var dbCompanies = _dbconCompany.Get().ToList();
if (dbCompanies.Count() < 100 || dbCompanies.Where(x => x.IndustryTemplate.IsNullOrWhiteSpace()).Count() < 20)
{
var deleteStatus = await _dbconCompany.RemoveAll();
if (deleteStatus == false)
{
return(null);
}
}
dbCompanies = _dbconCompany.Get().ToList();
if (tmpList == null)
{
return(Mapper.Map <List <CompanyDetailMd>, List <CompanyDetail> >(dbCompanies));
}
foreach (var company in tmpList)
{
var dbCompany = dbCompanies.Where(x => x.SimId == company.SimId).FirstOrDefault();
if (dbCompany != null)
{
dbCompany.Name = company.Name;
dbCompany.Ticker = company.Ticker;
allCompanies.Add(dbCompany);
}
else
{
allCompanies.Add(new CompanyDetailMd(company));
}
}
var insertStatus = await _dbconCompany.UpdateMultiple(allCompanies);
if (insertStatus)
{
var listOfAllCompanies = Mapper.Map <List <CompanyDetailMd>, List <CompanyDetail> >(allCompanies);
return(listOfAllCompanies);
}
return(null);
}
/// <summary>
/// Get statements from data provider and insert it to database.
/// </summary>
/// <param name="simId">The sim identifier.</param>
/// <returns></returns>
public async Task <bool> UpdateStatements(string simId)
{
if (simId.IsNullOrWhiteSpace())
{
return(false);
}
var cd = _hcl.GetCompanyDetails(simId);
if (cd.LastUpdate != null && ((TimeSpan)(DateTime.Now - cd.LastUpdate)).Days < 30)
{
return(true);
}
var companyFinancials = await ObtainCompanyFinancilasAsync(simId);
if (companyFinancials == null || companyFinancials.Count == 0)
{
return(false);
}
var cfMdl = new List <CompanyFinancialsMd>();
var oldcfML = _dbconCompany.Get(o => o.SimId.Equals(simId)).ToList();
foreach (var(companyFinancial, oldcf) in from companyFinancial in companyFinancials
let oldcf = oldcfML.Where(o => o.SimId.Equals(companyFinancial.SimId) &&
o.FYear == companyFinancial.FYear &&
o.Statement == companyFinancial.Statement).FirstOrDefault()
select(companyFinancial, oldcf))
{
cfMdl.Add(new CompanyFinancialsMd(companyFinancial));
if (oldcf != null)
{
cfMdl.Last().Id = oldcf.Id;
}
}
try
{
var returnValue = await _dbconCompany.UpdateMultiple(cfMdl);
if (returnValue == false)
{
return(false);
}
await RemoveUnwantedRecords(cfMdl, oldcfML);
returnValue = await _hcl.UpdateCompanyDetailAsync(simId, cfMdl.First().IndustryTemplate);
return(returnValue);
}
catch (Exception ex)
{
Console.WriteLine($"Error in method HandleFinacials:UpdateStatments\n{ex.Message}");
return(false);
}
}
private LastUpateCollectionMd GetSymbolsFromDb()
{
LastUpateCollectionMd lastUpdateDate = _connectionHandlerLU.Get(r => r.CollectionName.Equals(SecSymobls)).FirstOrDefault();
if (lastUpdateDate != null && lastUpdateDate.LastUpdate >= DateTime.Now.AddDays(-1))
{
var symbolsMd = _connectionHandlerSS.Get().ToList();
if (symbolsMd != null && symbolsMd.Any())
{
symbols = _mapper.Map <List <SecuritySymbol> >(symbolsMd);
}
}
return(lastUpdateDate);
}
public async Task <string> GetCompanyFundamentals(string companyName)
{
_logger.LogTrace("Starting fundamental details");
var tickersToUse = await _resolveCompanyName.ResolveCompanyNameOrTicker(companyName);
if (tickersToUse.IsNullOrWhiteSpace())
{
return($"We could not resolve ticker/company Name {companyName}; possible reason Google registered name is Alphabet Inc.\n\n" +
$"Hint: try with symbol or ticker");
}
var fulfillmentText = new StringBuilder();
try
{
int counter = 0;
foreach (var ticker in tickersToUse.Split(','))
{
var ratingsMd = _connectionHandlerCF.Get().Where(x => x.Ticker.ToLower().Equals(ticker.ToLower()))
.OrderByDescending(x => x.FYear).FirstOrDefault();
PiotroskiScore computedRating = null;
if (ratingsMd != null && DateTime.Now.Year - ratingsMd.FYear <= 2)
{
computedRating = _mapper.Map <PiotroskiScore>(ratingsMd);
}
fulfillmentText.Append(await BuildCompanyProfile(ticker, computedRating));
if (++counter >= 2)
{
break;
}
}
if (counter >= 2)
{
fulfillmentText.Append($"Limiting result set as the search term {companyName} resolved to too many results.\n");
}
}
catch (Exception ex)
{
_logger.LogCritical($"Error while processing Get Company Fundamentals; \n{ex.Message}");
return("");
}
if (fulfillmentText.ToString().Contains("Piotroski"))
{
fulfillmentText.Append("\nNote: Piotroski F-Score is based on company fundamentals; " +
"a rating greater than 6 indicates strong fundamentals.");
}
return(fulfillmentText.ToString());
}
/// <summary>
/// Gets the out standing shares.
/// </summary>
/// <param name="simId">The sim identifier.</param>
/// <returns></returns>
public async Task <OutstandingShares> GetOutStandingShares(string simId)
{
var existingRecord = _dBConnection.Get(x => x.SimId == simId).FirstOrDefault();
if (existingRecord != null &&
existingRecord.LastUpdateDate != null &&
((TimeSpan)(DateTime.Now - existingRecord.LastUpdateDate)).Days < validityOfRecord)
{
return(Mapper.Map <OutstandingSharesMd, OutstandingShares>(existingRecord));
}
var externalData = await _dos.ObtainAggregatedList(simId);
if (externalData == null)
{
_logger.LogError($"Could not download outstanding shares for SimId:{simId}");
return(null);
}
string id = "";
if (existingRecord != null)
{
id = existingRecord.Id;
}
existingRecord = Mapper.Map <OutstandingShares, OutstandingSharesMd>(externalData);
existingRecord.LastUpdateDate = DateTime.Now;
if (!id.IsNullOrWhiteSpace())
{
existingRecord.Id = id;
await _dBConnection.Update(id, existingRecord);
}
else
{
await _dBConnection.Create(existingRecord);
}
return(externalData);
}
public async Task <WebhookResponse> GetCompanyRatings(GoogleCloudDialogflowV2WebhookRequest ratingsParameters)
{
_log.LogTrace("Start obtain fundamentals");
var companyNameToResolve = ratingsParameters.QueryResult.Parameters[companyName].ToString();
var tickersToUse = await _obtainCompanyDetails.ResolveCompanyNameOrTicker(companyNameToResolve);
if (string.IsNullOrWhiteSpace(tickersToUse))
{
return(new WebhookResponse
{
FulfillmentText = $"Could not resolve {companyNameToResolve}"
});
}
var fulfillmentText = new StringBuilder();
try
{
int counter = 0;
foreach (var ticker in tickersToUse.Split(','))
{
var computedRatingMd = _connectionHandlerCF.Get().Where(x => x.Ticker.ToLower().Equals(ticker.ToLower()) &&
x.FYear == DateTime.Now.Year).FirstOrDefault();
if (computedRatingMd == null)
{
computedRatingMd = _connectionHandlerCF.Get().Where(x => x.Ticker.ToLower().Equals(ticker.ToLower()) &&
x.FYear == DateTime.Now.Year - 1).FirstOrDefault();
}
PiotroskiScore computedRating = null;
if (computedRatingMd != null)
{
computedRating = Mapper.Map <PiotroskiScore>(computedRatingMd);
}
fulfillmentText.Append(await BuildCompanyProfile(ticker, computedRating));
if (++counter >= 2)
{
break;
}
}
if (counter >= 2)
{
fulfillmentText.Append($"Limiting result set as the search term {companyNameToResolve} resolved to too many results.\n");
}
}
catch (Exception ex)
{
_log.LogCritical($"Error while processing Getting Company Ratings; \n{ex.Message}");
return(new WebhookResponse
{
FulfillmentText = Utilities.ErrorReturnMsg() + Utilities.EndOfCurrentRequest()
});
}
if (fulfillmentText.ToString().Contains("Piotroski"))
{
fulfillmentText.Append("Note: Piotroski F-Score is based on company fundamentals; " +
"a rating greater than 6 indicates strong fundamentals");
}
var webhookResponse = new WebhookResponse
{
FulfillmentText = fulfillmentText.ToString()
};
_log.LogTrace("End obtain fundamentals");
return(webhookResponse);
}