public async Task NewPortfolioAsync([Remainder][Summary("Protfolio name")] string name)
{
PortfolioEntity portfolio = new PortfolioEntity(Context.User.Id.ToString(), name);
portfolio.GuildId = Context.Guild.Id.ToString();
portfolio.Stocks = string.Empty;
await CloudTableUtility.InsertOrMergePortfolioAsync(table, portfolio);
await ReplyAsync("New portfolio '" + name + "' added!");
}
public async Task GetPortfolio([Remainder][Summary("Portfolio name")] string name)
{
PortfolioEntity portfolio = await CloudTableUtility.RetrievePortfolioUsingPointQueryAsync(table, Context.User.Id.ToString(), name);
await ReplyAsync("Portfolio: " + portfolio.RowKey);
string returnString = "";
StockEntity stock;
List <StockEntity> stockList = new List <StockEntity>();
var symbolList = portfolio.Stocks.Trim().Split(" ");
var newPriceList = await Yahoo.Symbols(symbolList).Fields(Field.RegularMarketPrice).QueryAsync();
double totalValue = 0;
double totalCost = 0;
double totalTotalChange = 0;
double totalChangePercent = 0;
foreach (var s in symbolList)
{
stock = await CloudTableUtility.RetrieveStockUsingPointQueryAsync(table, portfolio.RowKey, s);
var newHoldingValue = stock.Shares * newPriceList[s].RegularMarketPrice;
var oldHoldingValue = stock.Shares * stock.StartPrice;
var changeInValue = Math.Round((((newHoldingValue - oldHoldingValue) / oldHoldingValue * 100)), 2);
var totalChange = newHoldingValue - oldHoldingValue;
totalValue = totalValue + newHoldingValue;
totalCost = totalCost + oldHoldingValue;
totalTotalChange = Math.Round(totalTotalChange + totalChange, 2);
returnString += s + " " + newHoldingValue + "(" + oldHoldingValue + ") " + newPriceList[s].RegularMarketPrice + "(" + Math.Round(stock.StartPrice, 2) + ")" + " " + totalChange + "(" + changeInValue + "%)" + "\n";
}
totalChangePercent = Math.Round((((totalValue - totalCost) / totalCost * 100)), 2);
await ReplyAsync("TICKER VALUE(COST) PRICE(AVG. COST) TOTAL(%): \n" + returnString + "\n" +
"Totals:\n" +
"VALUE(COST) TOTAL(%)\n" +
totalValue + "(" + totalCost + ")" + " " + totalTotalChange + "(" + totalChangePercent + "%)" + "\n");
}
public async Task AddToPortfolio([Remainder][Summary("Portfolio name and symbol")] string portfolioAndSymbol)
{
string[] pasList = portfolioAndSymbol.Split(' ');
if (pasList.Count() < 2)
{
if (pasList.Count() == 1)
{
await ReplyAsync("No symbol defined. \n" + "Format: smb! add to [protfolio name] [symbol] [shares]");
}
else
{
await ReplyAsync("Invalid parameters. \n" + "Format: smb! add to [protfolio name] [symbol] [shares]");
}
}
else
{
PortfolioEntity portfolio = await CloudTableUtility.RetrievePortfolioUsingPointQueryAsync(table, Context.User.Id.ToString(), pasList[0]);
if (portfolio == null)
{
await ReplyAsync("No portfolio with that name.");
}
string[] symbols = new string[pasList.Length - 1];
Array.Copy(pasList, 1, symbols, 0, pasList.Count() - 1);
var prices = await Yahoo.Symbols(symbols).Fields(Field.RegularMarketPrice).QueryAsync();
StockEntity stock;
List <StockEntity> newStocks = new List <StockEntity>();
for (int i = 0; i < symbols.Length - 1; i++)
{
if (i % 2 == 0)
{
int shares = 0;
int.TryParse(symbols[i + 1], out shares);
if (shares > 0)
{
stock = new StockEntity(portfolio.RowKey, symbols[i]);
stock.Shares = shares;
stock.StartPrice = prices[symbols[i]].RegularMarketPrice;
newStocks.Add(stock);
}
else
{
await ReplyAsync("Error adding holdings to portfolio.");
return;
}
}
}
foreach (var s in newStocks)
{
if (portfolio.Stocks.Split(' ').Contains(s.RowKey))
{
StockEntity stockEntity = await CloudTableUtility.RetrieveStockUsingPointQueryAsync(table, portfolio.RowKey, s.RowKey);
var newAddedCost = s.Shares * s.StartPrice;
var oldCost = stockEntity.Shares * stockEntity.StartPrice;
var totalShares = s.Shares + stockEntity.Shares;
var startPrice = Math.Round((newAddedCost + oldCost) / totalShares, 2);
stockEntity.Shares = totalShares;
stockEntity.StartPrice = startPrice;
await CloudTableUtility.InsertOrMergeStockAsync(table, stockEntity);
}
else
{
await CloudTableUtility.InsertOrMergeStockAsync(table, s);
portfolio.Stocks += (" " + s.RowKey + " ").Trim();
}
}
await CloudTableUtility.InsertOrMergePortfolioAsync(table, portfolio);
await ReplyAsync("Holdings added to " + portfolio.RowKey);
}
}
