public async static Task <HttpResponseMessage> GetStockSummaryData([HttpTrigger(AuthorizationLevel.Anonymous, "get")] HttpRequest req, ILogger log)
{
log.LogInformation("New request received");
string symbol = req.Query["symbol"];
if (symbol == null || symbol == "")
{
log.LogInformation("Symbol not present as part of request. Ending.");
HttpResponseMessage hrm = new HttpResponseMessage(HttpStatusCode.BadRequest);
hrm.Content = new StringContent("Fatal failure. Parameter 'symbol' not provided. You must provide a stock symbol to return data for.");
return(hrm);
}
try
{
log.LogInformation("Downloading data for " + symbol);
Equity e = Equity.Create(symbol);
await e.DownloadSummaryAsync();
log.LogInformation("Serializing");
string json = JsonConvert.SerializeObject(e.Summary);
log.LogInformation("Returning");
HttpResponseMessage hrm = new HttpResponseMessage(HttpStatusCode.OK);
hrm.Content = new StringContent(json, Encoding.UTF8, "application/json");
return(hrm);
}
catch (Exception e)
{
string err_msg = "Fatal failure while accessing summary data for stock '" + symbol.ToUpper() + "'. Internal error message: " + e.Message;
log.LogInformation(err_msg);
HttpResponseMessage hrm = new HttpResponseMessage(HttpStatusCode.BadRequest);
hrm.Content = new StringContent(err_msg);
return(hrm);
}
}
public async Task <string[]> PrepareTweetsFromTranscriptAsync(Transcript trans, int include_highlight_count)
{
//Sentence Value Pairs
TextValuePair[] SVPs = null;
try
{
SVPs = trans.RankSentences();
}
catch (Exception e)
{
throw new Exception("Fatal error while ranking transcript sentences. Internal error message: " + e.Message);
}
List <string> ToTweet = new List <string>();
#region "First Tweet (Intro)"
string Tweet1Text = "Earnings Call Highlights"; //The value here should be replaced anyway.
//Get company symbol
if (trans.Title.Contains("(") && trans.Title.Contains(")"))
{
int loc1 = trans.Title.LastIndexOf("(");
int loc2 = trans.Title.IndexOf(")", loc1 + 1);
string symbol = trans.Title.Substring(loc1 + 1, loc2 - loc1 - 1);
Equity eq = Equity.Create(symbol);
await eq.DownloadSummaryAsync();
Tweet1Text = eq.Summary.Name + " $" + symbol.ToUpper().Trim() + " held an earnings call on " + trans.CallDateTimeStamp.ToShortDateString() + ". Here are the highlights:";
}
else
{
Tweet1Text = trans.Title.Replace(" Transcript", "") + " highlights: ";
}
ToTweet.Add(Tweet1Text);
#endregion
#region "Highlights"
int t = 0;
for (t = 0; t < include_highlight_count; t++)
{
if (SVPs.Length >= (t + 1))
{
try
{
//Find the speaker
CallParticipant speaker = trans.WhoSaid(SVPs[t].Text);
//Get the sentence
string sen = SVPs[t].Text;
//write the tweet
string ThisTweet = speaker.Name + ": \"" + sen + "\"";
//Trim it down (if it goes past 280 characters)
if (ThisTweet.Length > 280)
{
ThisTweet = ThisTweet.Substring(0, 276);
ThisTweet = ThisTweet + "...\"";
}
//Add it
ToTweet.Add(ThisTweet);
}
catch
{
}
}
}
#endregion
return(ToTweet.ToArray());
}
public async Task <string> PrepareNewForm4TweetAsync(StatementOfBeneficialOwnership form4)
{
string ToReturn = null;
foreach (NonDerivativeTransaction ndt in form4.NonDerivativeTransactions)
{
if (ndt.AcquiredOrDisposed == AcquiredDisposed.Acquired) //They acquired
{
if (ndt.TransactionCode != null) //It is indeed a transaction, not just a holding report
{
if (ndt.TransactionCode == TransactionType.OpenMarketOrPrivatePurchase) //Open market purchase
{
//Get the equity cost
Equity e = Equity.Create(form4.IssuerTradingSymbol);
await e.DownloadSummaryAsync();
//Get the name to use
string TraderNameToUse = form4.OwnerName;
try
{
TraderNameToUse = Aletheia.AletheiaToolkit.NormalizeAndRearrangeForm4Name(form4.OwnerName);
}
catch
{
}
//Start
ToReturn = "*INSIDER BUY ALERT*" + Environment.NewLine;
ToReturn = ToReturn + form4.OwnerName;
//Is there an officer title? If so, loop it in
if (form4.OwnerOfficerTitle != null && form4.OwnerOfficerTitle != "")
{
ToReturn = ToReturn + ", " + form4.OwnerOfficerTitle + ", ";
}
else
{
ToReturn = ToReturn + " ";
}
//Continue
ToReturn = ToReturn + "purchased " + ndt.TransactionQuantity.Value.ToString("#,##0") + " shares of $" + form4.IssuerTradingSymbol.Trim().ToUpper();
//Was a transaction price supplied?
if (ndt.TransactionPricePerSecurity.HasValue)
{
ToReturn = ToReturn + " at $" + ndt.TransactionPricePerSecurity.Value.ToString("#,##0.00");
}
//Add a period
ToReturn = ToReturn + "." + Environment.NewLine;
//How much they own following transaction
float worth = e.Summary.Price * ndt.SecuritiesOwnedFollowingTransaction;
ToReturn = ToReturn + form4.OwnerName + " now owns " + ndt.SecuritiesOwnedFollowingTransaction.ToString("#,##0") + " shares worth $" + worth.ToString("#,##0") + " of " + form4.IssuerName + " stock.";
}
}
}
}
//Throw an error if ToReturn is still null (the above process did not satisfy anything)
if (ToReturn == null)
{
throw new Exception("The Form 4 type is not supported for tweeting.");
}
return(ToReturn);
}
public async Task TradeEquityAsync(string symbol, int quantity, TransactionType order_type)
{
Equity e = Equity.Create(symbol);
try
{
await e.DownloadSummaryAsync();
}
catch
{
throw new Exception("Critical error while fetching equity '" + symbol + "'. Does this equity exist?");
}
if (order_type == TransactionType.Buy)
{
//Be sure we have enough cash to buy
float cash_needed = e.Summary.Price * quantity;
if (Cash < cash_needed)
{
throw new Exception("You do not have enough cash to execute this buy order of " + symbol.ToUpper() + ". Cash needed: $" + cash_needed.ToString("#,##0.00") + ". Cash balance: $" + Cash.ToString("#,##0.00"));
}
AddSharesAndCalculateNewAverageCostBasis(symbol.ToUpper().Trim(), quantity, e.Summary.Price, DateTimeOffset.Now);
//Edit cash and add the shares we are buying to the balane
Cash = Cash - cash_needed;
}
else if (order_type == TransactionType.Sell)
{
//Find our holding
EquityHolding eh = null;
foreach (EquityHolding ceh in EquityHoldings)
{
if (ceh.Symbol.ToUpper() == symbol.ToUpper())
{
eh = ceh;
}
}
//Throw an error if we do not have any of those shares.
if (eh == null)
{
throw new Exception("You do not have any shares of " + symbol.ToUpper() + " to sell.");
}
//Throw an error if we do not have enough shares
if (eh.Quantity < quantity)
{
throw new Exception("You do not have " + quantity.ToString() + " shares to sell! You only have " + eh.Quantity.ToString() + " shares.");
}
//Execute the transaction
Cash = Cash + (quantity * e.Summary.Price);
eh.Quantity = eh.Quantity - quantity;
//Save the transaction log
EquityTransaction et = new EquityTransaction();
et.UpdateTransactionTime();
et.StockSymbol = symbol.ToUpper().Trim();
et.OrderType = TransactionType.Sell;
et.Quantity = quantity;
et.PriceExecutedAt = e.Summary.Price;
EquityTransactionLog.Add(et);
//Remove the holding if it now 0
if (eh.Quantity == 0)
{
EquityHoldings.Remove(eh);
}
}
//Take out the commission (if any)
if (TradeCost > 0)
{
EditCash(TradeCost * -1, CashTransactionType.TradingRelatedCharge);
}
}
public async static Task <HttpResponseMessage> GetStockData([HttpTrigger(AuthorizationLevel.Anonymous, "get")] HttpRequest req, ILogger log)
{
//Get symbol
log.LogInformation("New request received");
string symbol = req.Query["symbol"];
if (symbol == null || symbol == "")
{
log.LogInformation("Parameter 'symbol' not present as part of request. Ending.");
HttpResponseMessage hrm = new HttpResponseMessage(HttpStatusCode.BadRequest);
hrm.Content = new StringContent("Fatal failure. Parameter 'symbol' not provided. You must provide a stock symbol to return data for.");
return(hrm);
}
symbol = symbol.Trim().ToUpper();
log.LogInformation("Symbol requested: '" + symbol + "'");
//Get Data
bool SummaryData = false;
bool StatisticalData = false;
int TryCount = 1;
string SummaryData_String = req.Query["summary"];
string StatisticalData_String = req.Query["statistics"];
string TryCount_String = req.Query["trycount"];
if (SummaryData_String != null)
{
if (SummaryData_String.ToLower() == "true")
{
SummaryData = true;
}
}
if (StatisticalData_String != null)
{
if (StatisticalData_String.ToLower() == "true")
{
StatisticalData = true;
}
}
if (TryCount_String != null)
{
if (TryCount_String != "")
{
try
{
TryCount = Convert.ToInt32(TryCount_String);
}
catch
{
string errormsg = "Unable to convert TryCount '" + TryCount_String + "' to integer.";
log.LogError(errormsg);
HttpResponseMessage hrm = new HttpResponseMessage(HttpStatusCode.BadRequest);
hrm.Content = new StringContent(errormsg);
return(hrm);
}
}
}
//Log data
log.LogInformation("Summary request: " + SummaryData.ToString());
log.LogInformation("Statistics request: " + StatisticalData.ToString());
log.LogInformation("Try count: " + TryCount.ToString());
Equity e = Equity.Create(symbol);
//Try to download summary data (if wanted)
if (SummaryData)
{
int SummaryDataTimesTried = 0;
do
{
try
{
log.LogInformation("Downloading summary data...");
await e.DownloadSummaryAsync();
log.LogInformation("Successfully downloaded summary data.");
}
catch
{
SummaryDataTimesTried = SummaryDataTimesTried + 1;
log.LogInformation("Summary data download attempt " + SummaryDataTimesTried.ToString() + " failed.");
}
} while (e.Summary == null && SummaryDataTimesTried < TryCount);
if (e.Summary == null)
{
string error_message = "Fatal failure while downloading equity summary data.";
log.LogError(error_message);
HttpResponseMessage hrm = new HttpResponseMessage(HttpStatusCode.InternalServerError);
hrm.Content = new StringContent(error_message);
return(hrm);
}
}
//Try to download statistical data (if wanted)
if (StatisticalData)
{
int StatisticalDataTimesTried = 0;
do
{
try
{
log.LogInformation("Downloading statistical data...");
await e.DownloadStatisticsAsync();
log.LogInformation("Successfully downloaded statistics data.");
}
catch
{
StatisticalDataTimesTried = StatisticalDataTimesTried + 1;
log.LogInformation("Statistical data download attempt " + StatisticalDataTimesTried.ToString() + " failed.");
}
} while (e.Statistics == null && StatisticalDataTimesTried < TryCount);
if (e.Statistics == null)
{
string error_message = "Fatal failure while downloading equity statistical data.";
log.LogError(error_message);
HttpResponseMessage hrm = new HttpResponseMessage(HttpStatusCode.InternalServerError);
hrm.Content = new StringContent(error_message);
return(hrm);
}
}
log.LogInformation("Converting to JSON...");
string ToReturnJson = JsonConvert.SerializeObject(e);
HttpResponseMessage ToReturn = new HttpResponseMessage(HttpStatusCode.OK);
ToReturn.Content = new StringContent(ToReturnJson, Encoding.UTF8, "application/json");
log.LogInformation("Returning");
return(ToReturn);
}