Exemplo n.º 1
0
        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);
        }
Exemplo n.º 2
0
 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;
 }
Exemplo n.º 3
0
        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;
            }
        }
Exemplo n.º 4
0
        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;
          
        }
Exemplo n.º 5
0
 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);
     }
 }
Exemplo n.º 6
0
        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");
            }
        }
Exemplo n.º 7
0
        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();
        }
Exemplo n.º 8
0
 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();
     }
 }