def sell(self, ticker, amount):
#Get account and positions details
account = self.get_account()
position = self.get_position_for(ticker)
amount = int(amount)
#Check stock exists and if so retrieve current price
quote_price = get_price(ticker)
if not quote_price:
# raise KeyError
msg = "Input Ticker doesn't exist"
else:
#Check sufficient shares
if position.shares == 0 or amount > position.shares:
# raise ValueError
msg = "Insufficient shares"
else:
#Insert Trade row
new_trade = Trade(accounts_pk=self.pk, ticker=ticker, \
volume=amount*-1, price=quote_price)
new_trade.save()
#Update Position row
new_position = Position(pk=position.pk, accounts_pk=self.pk, ticker=ticker, \
shares=position.shares - amount)
new_position.save()
#Update balance on Account row
new_balance = Account(pk=self.pk, username=account.username, \
password_hash=account.password_hash, \
balance=account.balance + (amount*quote_price), \
api_key=account.api_key)
new_balance.save()
msg = "Sell transaction completed successfully"
return msg
def test_save_insert(self):
tester = Position(account_pk = jimid, total_quantity = 10, ticker = "pton")
tester.save()
result = Position.all()
self.assertEqual(len(result),2, "len =2 b/c seeded 1 pos and added another")
self.assertEqual(result[0].ticker,"aapl","all func populates attributes, checking first for row[0] / pk1" )
self.assertEqual(result[1].ticker,"pton","all func populates attributes, checking email for row[1] / pk2" )
def seed(dbpath=DBPATH):
ORM.dbpath = dbpath
mike_bloom = Account(username='******', balance=10000.00)
mike_bloom.set_password('password')
mike_bloom.save()
# trade for a purchase of 10 shares yesterday
# trade for a sell of 5 shares today
tsla_position = Position(ticker='tsla',
shares=5,
account_pk=mike_bloom.values['pk'])
tsla_position.save()
def seed(dbpath=DBPATH):
ORM.dbpath = dbpath
mike_bloom = Account(username='******', balance=10000.00)
mike_bloom.set_password('password')
mike_bloom.save()
# trade for a purchase of 10 shares yesterday
# trade for a sell of 5 shares today
buy_trade = Trade(accounts_pk = mike_bloom.pk, ticker='tsla', volume=10, price=100.0)
sell_trade = Trade(accounts_pk=mike_bloom.pk, ticker='tsla', volume=5, price=200.0)
buy_trade.save()
sell_trade.save()
tsla_position = Position(ticker='tsla', shares=5, accounts_pk=mike_bloom.pk)
tsla_position.save()
def buy(self, ticker, amount):
#Get account details
account = self.get_account()
#Check stock exists and if so retrieve current price
quote_price = get_price(ticker)
if not quote_price:
# raise KeyError
msg = "Input Ticker doesn't exist"
else:
#Check sufficient funds
quote_price = float(quote_price)
amount = float(amount)
if not account.balance >= amount * quote_price:
#raise ValueError
msg = "Insufficient funds"
else:
#Insert Trade row
new_trade = Trade(accounts_pk=self.pk, ticker=ticker, \
volume=amount, price=quote_price)
new_trade.save()
#Update or Insert Position row
position = self.get_position_for(ticker)
if position.shares == 0:
#Insert
new_position = Position(accounts_pk=self.pk,
ticker=ticker,
shares=amount)
else:
#Update
new_position = Position(pk=position.pk, accounts_pk=self.pk, ticker=ticker, \
shares=position.shares + amount)
new_position.save()
#Update balance on Account row
new_balance = Account(pk=self.pk, username=account.username, \
password_hash=account.password_hash, \
balance=account.balance - (amount*quote_price), \
api_key=account.api_key)
new_balance.save()
msg = "Buy transaction completed successfully"
return msg
def sell(self, ticker, quantity):
"""
SELL stock. checks if a stock exists in the user's positions and
has sufficient shares. creates a new Trade and modifies the Position
as well as adding to the user's balance. returns nothing
"""
trade = Trade()
current_price = get_price(ticker)
mv = current_price * int(quantity)
trade.account_id = self.account_id
trade.volume = quantity
trade.ticker = ticker
trade.price = current_price
trade.market_value = mv * -1
self.balance += mv
self.update_balance()
position = Position()
position.account_id = self.account_id
position.ticker = trade.ticker
stored_position = Position.select_one_where(
'WHERE account_id=? and ticker=?',
(position.account_id, position.ticker))
if stored_position:
position.num_shares = stored_position.num_shares
position.position_id = stored_position.position_id
if stored_position.num_shares < trade.volume or stored_position.num_shares == 0:
transaction_error('Not enough shares')
else:
trade.save()
if stored_position:
position.num_shares = trade.volume
else:
position.num_shares -= trade.volume
position.save()
else:
transaction_error('Ticker {} is invalid'.format(trade.ticker))
def buy(self, ticker, quantity):
"""
BUY stock. checks if a stock exists in the user's positions and
has sufficient shares. creates a new Trade and modifies the Position
as well as adding to the user's balance. returns nothing
"""
trade = Trade()
current_price = get_price(ticker)
mv = current_price * int(quantity)
if self.balance < mv:
transaction_error('Insufficient funds')
else:
trade.account_id = self.account_id
trade.volume = quantity
trade.ticker = ticker
trade.price = current_price
trade.market_value = mv
self.balance -= mv
self.update_balance()
position = Position()
position.account_id = self.account_id
position.ticker = trade.ticker
stored_position = Position.select_one_where(
'WHERE account_id=? and ticker=?',
(position.account_id, position.ticker))
if stored_position:
position.position_id = stored_position.position_id
position.num_shares = stored_position.num_shares
position.num_shares += trade.volume
else:
position.num_shares = trade.volume
trade.save()
position.save()
