Ejemplo n.º 1
0
def investments():
    # Currency symbol hardcoded for INR. Revisit for dynamic feature
    currencySymbol = getCurrencySymbol('INR')
    totalAccounts = checkTotalInvestmentAccounts(session['username'])
    accountsAvailable = activeAccounts = holdingAccounts = closedAccounts = None
    investmentTrendGraph = None
    navdict = None
    if totalAccounts == 0:
        flash(
            "You don't have any investment accounts\nPlease add your investment details"
        )
    else:
        accountsAvailable = "yes"
        activeAccounts = getInvestmentAccounts(session['username'], 'Active')
        holdingAccounts = getInvestmentAccounts(session['username'], 'Holding')
        closedAccounts = getInvestmentAccounts(session['username'], 'Closed')
        investmentTrendGraph = investmentTrend(session['username'])
        navdict = getFundNAVDict(session['username'])
    return render_template('investments.html',
                           accountsAvailable=accountsAvailable,
                           activeAccounts=activeAccounts,
                           holdingAccounts=holdingAccounts,
                           closedAccounts=closedAccounts,
                           currencySymbol=currencySymbol,
                           investmentTrendGraph=investmentTrendGraph,
                           navdict=navdict)
Ejemplo n.º 2
0
def addsip():
  activeAccounts = None
  if request.method == "POST":
    sipinfo = {}
    sipinfo['owner'] = session['username']
    sipinfo['accid'] = request.form['accid']
    sipinfo['amount'] = request.form['amount']
    sipinfo['units'] = request.form['units']
    sipinfo['sipdate'] = request.form['sipdate']
    flash(addSIPTransaction(sipinfo))
  totalAccounts = checkTotalInvestmentAccounts(session['username'])
  if totalAccounts == 0:
    flash("You don't have any investment accounts\nPlease add your investment details")
  else:
    activeAccounts = getInvestmentAccounts(session['username'], 'Active')
  return render_template('addsip.html', accounts=activeAccounts)
Ejemplo n.º 3
0
def getFundNAVDict(username):
  accounts = getInvestmentAccounts(username, "ActiveOrHold")
  navDict = {}
  for account in accounts:
    navDict[account[5]] = getNAV(account[5])
  return navDict