/// <summary>
/// Gets the fundamental data for the share with the supplied symbol.
/// </summary>
/// <param name="symbol">The share symbol.</param>
/// <returns>The share's fundamental data.</returns>
public ShareFundamentals GetShareFundamentals(string symbol)
{
if (string.IsNullOrWhiteSpace(symbol))
{
throw new ArgumentException($"Argument '{nameof(symbol)}' is required.");
}
// Get the share information.
ShareInfo info = _shareInfoProvider.GetShareInfo(symbol);
if (info == null)
{
return(null);
}
var fundamentals = new ShareFundamentals(info.Symbol, info.Name, info.Industry);
Task[] tasks = new[]
{
GetKeyStatistics(symbol, fundamentals),
GetPriceHistory(symbol, fundamentals)
};
Task.WaitAll(tasks);
// PE Ratio not provided by Yahoo. We have to calculate it manually.
if (fundamentals.PreviousClose.HasValue && fundamentals.EarningsShare.HasValue)
{
fundamentals.PERatio = Math.Round(fundamentals.PreviousClose.Value / fundamentals.EarningsShare.Value, 2);
}
return(fundamentals);
}
/// <summary>
/// Gets detailed information about a specific watchlist.
/// </summary>
/// <param name="userId">The unique identifier of the user to retrieve the watchlist for.</param>
/// <param name="watchlistId">The unique identifier of the watchlist to retrieve.</param>
/// <returns>The watchlist details.</returns>
public WatchlistDetails GetWatchlistDetails(Guid userId, Guid watchlistId)
{
Validate.NotEmpty(userId, nameof(userId));
Validate.NotEmpty(watchlistId, nameof(watchlistId));
Watchlist watchlist = GetWatchlist(userId, watchlistId);
IReadOnlyDictionary <string, ShareInfo> shareDetails = _shareInfoProvider
.GetShareInfo(watchlist.Symbols);
IReadOnlyDictionary <string, Quote> quotes = _shareQuoteProvider
.GetQuotes(watchlist.Symbols);
List <WatchlistShare> shares = watchlist.Symbols
.Where(symbol => shareDetails.ContainsKey(symbol) && quotes.ContainsKey(symbol))
.Select(symbol => new
{
Symbol = symbol,
Detail = shareDetails[symbol],
Quote = quotes[symbol],
})
.Select(i => new WatchlistShare(i.Symbol, i.Detail.Name, i.Quote.Last, i.Quote.Change, i.Quote.ChangePercent))
.ToList();
return(new WatchlistDetails(watchlist.Id, watchlist.Name, shares));
}
/// <summary>
/// Gets detailed information about a specific trading accounts.
/// </summary>
/// <param name="account">The trading account to return the details for.</param>
/// <returns>The trading account details.</returns>
public AccountDetails GetAccountDetails(Account account)
{
Validate.NotNull(account, nameof(account));
IReadOnlyDictionary <string, ShareInfo> shareDetails = _shareInfoProvider
.GetShareInfo(account.Positions.Select(position => position.Symbol));
IReadOnlyDictionary <string, Quote> quotes = _shareQuoteProvider
.GetQuotes(account.Positions.Select(position => position.Symbol));
List <PositionInfo> positions = account.Positions
.Where(p => shareDetails.ContainsKey(p.Symbol) && quotes.ContainsKey(p.Symbol))
.Select(p => new
{
P = p,
D = shareDetails[p.Symbol],
Q = quotes[p.Symbol],
})
.Select(i => new PositionInfo(i.D.Symbol, i.D.Name, i.P.Quantity, i.P.AveragePrice, i.Q.Last, i.Q.Change, i.Q.ChangePercent))
.ToList();
return(new AccountDetails(account.Id, account.Name, account.Balance, positions));
}