/*****************************************************************************
* FUNCTION: SetDefaultSymbol
*
* Description: If no ticker symbol is found for this equity, this function
* creates a default one using the first alpha-numeric value
* in each word of the Name field.
*
*****************************************************************************/
private void SetDefaultSymbol()
{
string[] words = Name.Split(new char[] { ' ' }, StringSplitOptions.RemoveEmptyEntries);
Symbol = "";
if (words != null && words.Length > 0)
{
foreach (string str in words)
{
Symbol += str.Substring(0, 1).ToUpper();
}
Symbol = Helpers.RemoveNonAlphanumeric(Symbol) + "?";
}
}
/*****************************************************************************
* FUNCTION: UpdateConstituentData
* Description:
* Parameters:
* pDataLabels -
* pDataValues -
*****************************************************************************/
private void UpdateConstituentData(List <String> pDataLabels, List <String> pDataValues, String pEqUrl = "")
{
int item_index = 0;
string item_value = "";
string cName = "";
List <Equity> searchResult;
List <String> data_labels = new List <String>(pDataLabels);
List <String> data_values = new List <String>(pDataValues);
Equity cEq;
foreach (String label in data_labels)
{
item_value = data_values[item_index];
//ToDo: optimize
if (label.Contains("Name"))
{
//Find item_value in the 'constituents' List
searchResult = constituents.Where(p => Helpers.RemoveNonAlphanumeric(p.Name) == Helpers.RemoveNonAlphanumeric(item_value)).ToList();
cName = data_values[item_index];
data_labels.RemoveAt(item_index);
data_values.RemoveAt(item_index);
if (searchResult != null && searchResult.Count > 0)
{
searchResult[0].UpdateLiveData(data_labels, data_values);
}
else
{
cEq = new Equity(cName);
cEq.UpdateLiveData(data_labels, data_values, pEqUrl);
cEq.ListedMarket = this.Name;
this.constituents.Add(cEq);
}
break;
}
item_index++;
}
}
/*****************************************************************************
* FUNCTION: parseCsvHistoricalData
* Description:
* Parameters:
* pContainingFolder -
*****************************************************************************/
public Boolean parseCsvHistoricalData(String pContainingFolder = "")
{
Boolean success = false;
DirectoryInfo rootDir;
FileInfo[] files = null;
int itemCount, index;
Equity cEQ = null;
List <Equity> searchResult;
if (pContainingFolder == "")
{
rootDir = new DirectoryInfo(downloadedDataPath);
}
else
{
rootDir = new DirectoryInfo(pContainingFolder);
}
if (this.Name == "")
{
this.Name = rootDir.Name;
}
files = rootDir.GetFiles("*.csv");
itemCount = files.Count();
this.IsDataAligned = true;
if (files != null)
{
index = 0;
pct_download = 0;
foreach (FileInfo fi in files)
{
try
{
if (this.constituents == null)
{
this.constituents = new List <Equity>();
}
searchResult = constituents.Where(p => Helpers.RemoveNonAlphanumeric(p.Name) == Helpers.RemoveNonAlphanumeric(fi.Name.Replace(".csv", ""))).ToList();
if (searchResult != null && searchResult.Count > 0)
{
searchResult[0].DataFileName = fi.FullName;
searchResult[0].ReadDataFile();
cEQ = searchResult[0];
}
else
{
cEQ = new Equity();
cEQ.DataFileName = fi.FullName;
cEQ.ListedMarket = this.Name;
if (cEQ.ReadDataFile() == true)
{
constituents.Add(cEQ);
}
}
if (this.IsDataAligned && this.Constituents.Count > 0)
{
this.IsDataAligned = cEQ.HistoricalPriceDate.SequenceEqual(this.Constituents[0].HistoricalPriceDate);
}
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
index++;
pct_download = (Double)index / (Double)files.Count();
}
CalculateCorrelationCoefficients();
UpdateTimeline();
}
return(success);
}
/*****************************************************************************
* FUNCTION: parseCsvHistoricalData
* Description:
* Parameters:
* pContainingFolder -
*****************************************************************************/
public Boolean parseCsvHistoricalData(String pContainingFolder = "")
{
Boolean success = false;
DirectoryInfo rootDir;
FileInfo[] files = null;
int itemCount, index;
Equity cEQ = null;
List <Equity> searchResult;
//Get the root folder
if (pContainingFolder == "")
{
rootDir = new DirectoryInfo(downloadedDataPath);
}
else
{
rootDir = new DirectoryInfo(pContainingFolder);
}
if (this.Name == "")
{
this.Name = rootDir.Name;
}
//Get the number of CSV files in the selected folder
files = rootDir.GetFiles("*.csv");
itemCount = files.Count();
this.IsDataAligned = true;
if (files != null)
{
index = 0;
pct_download = 0;
//Loop through all CSV files one by one
foreach (FileInfo fi in files)
{
//try
//{
if (this.constituents == null)
{
this.constituents = new List <Equity>();
}
//If the constituents list already contains an item with the same name as the file, then update the existing Equity class
searchResult = constituents.Where(p => Helpers.RemoveNonAlphanumeric(p.Name) == Helpers.RemoveNonAlphanumeric(fi.Name.Replace(".csv", ""))).ToList();
if (searchResult != null && searchResult.Count > 0)
{
searchResult[0].DataFileName = fi.FullName;
searchResult[0].ReadDataFile();
cEQ = searchResult[0];
}
//Otherwise create the new Equity instance by parsing the file
else
{
cEQ = new Equity();
cEQ.DataFileName = fi.FullName;
cEQ.ListedMarket = this.Name;
if (cEQ.ReadDataFile() == true)
{
constituents.Add(cEQ);
}
}
//Set IsDataAligned to True if all Equities in this market instance have data points for all of the dates in the data set
if (this.IsDataAligned && this.Constituents.Count > 0)
{
this.IsDataAligned = cEQ.HistoricalPriceDate.SequenceEqual(this.Constituents[0].HistoricalPriceDate);
}
//}
//catch (Exception e)
//{
// Console.WriteLine(e.Message);
//}
pct_download = (Double)index / (Double)files.Count();
index++;
}
CalculateCorrelationCoefficients();
UpdateTimeline();
pct_download = 1.0;
}
return(success);
}
