def port(port):
result = Log.get_stocks(port)
if not result.success:
abort(500, result.message)
result.message.sort(key=operator.attrgetter('stock'))
return jsonify([stock.to_json() for stock in result.message])
def positions(port, stock):
result = Log.get_positions(port, stock)
if not result.success:
abort(500, result.message)
result.message.sort(key=operator.attrgetter('open'), reverse=True)
return jsonify([position.to_json() for position in result.message])
def restore():
if current_user.is_admin():
result = Log.restore()
flash(result.message, result.severity)
else:
flash('This function requires admin priviledges', 'WARNING')
return redirect(request.referrer)
def stocks():
global reverse
sortby = request.args.get('sortby') if request.args.get('sortby') else "_id"
prices = Log.prices()
prices.sort(key=operator.attrgetter(sortby), reverse=reverse)
reverse = not reverse
return render_template('update.html', prices=prices)
def commit():
""" Convert a raw trade into a processed trade """
sortby = request.args.get('sortby')
if request.method == 'POST':
result = Log.commit_raw_trade(request.form.get('raw_id'),
request.form.get('port').replace('_',' '))
flash(result.message, result.severity)
result=Log.get_raw_trades()
if not result.success:
flash(result.message, result.severity)
result.message = []
elif not result.message: flash('There are no raw trades to commit', 'WARNING')
return render_template('raw_trades.html', trades=_sort(result.message, sortby), ports=[port.name.replace(' ', '_') for port in _ports()])
def open(port, stock):
""" List the open positions and trades """
sortby = request.args.get('sortby')
result = Log.get_open_positions(port=port, stock=stock)
if not result.success:
flash(result.message, result.severity)
result.message = []
return render_template('open.html', open=_sort(result.message, sortby), port=port, stock=stock)
def _ports():
result = Log.get_ports()
if not result.success:
flash(result.message, result.severity)
result.message = []
if len(result.message) == 0:
flash('There are no Portfolios. Create one before proceeding further',
'WARNING')
return result.message
def allclosed(port):
""" List the closed positions in this portfolio """
sortby = request.args.get('sortby')
closed = Log.get_closed_positions(port, None)
if not closed.success:
flash(closed.message, closed.severity)
closed.message=[]
if not closed.message: flash("This portfolio contains no closed positions", "WARNING")
return render_template("all_closed.html", closed=_sort(closed.message, sortby), port=port)
def positions(port):
""" List the positions in this port """
sortby = request.args.get('sortby')
what = request.args.get('what')
open = Log.get_open_positions(port, None)
if not open.success:
flash(open.message, open.severity)
open.message=[]
if not open.message: flash("There are no open positions", "WARNING")
elif what == 'open': open.message = _sort(open.message, sortby)
closed = Log.get_closed_positions(port, None)
if not closed.success:
flash(closed.message, closed.severity)
closed.message=[]
elif what == 'closed': closed.message = _sort(closed.message, sortby)
if not closed.message: flash("There are no closed positions", "WARNING")
return render_template("positions.html", open=open.message, closed=closed.message, port=port)
def closed(port, stock):
""" List closed positions and trades """
sortby = request.args.get('sortby')
result = Log.get_closed_positions(port=port, stock=stock)
if not result.success:
flash(result.message, result.severity)
result.message = []
elif not result.message: flash(f'{stock} has no closed positions', 'WARNING')
return render_template('closed.html', closed=_sort(result.message, sortby), port=port, stock=stock)
def allopen(port):
""" List the positions in this port """
sortby = request.args.get('sortby')
open = Log.get_open_positions(port, None)
if not open.success:
flash(open.message, open.severity)
open.message=[]
if not open.message: flash("This portfolio contains no open positions", "WARNING")
return render_template("all_open.html", open=_sort(open.message, sortby), port=port)
def port(port):
""" List the stocks in this port """
sortby = request.args.get('sortby')
result = Log.get_stocks(port)
if not result.success:
flash(result.message, result.severity)
result.message = []
elif not result.message:
flash("This portfolio contains no stocks. Commit a trade to get started.", "WARNING")
return render_template("stocks.html", port=port, stocks=_sort(result.message, sortby))
def prices(port):
global reverse
open = Log.get_open_positions(port, None)
if not open.success:
flash(open.message, open.severity)
return redirect('/price')
if not open.message: flash("This portfolio contains no open positions", "WARNING")
sortby = request.args.get('sortby') if request.args.get('sortby') else 'stock'
prices = sorted(Price.get_price(open.message), key=lambda i: i[sortby], reverse=reverse)
reverse = not reverse
return render_template('prices.html', prices=prices, port=port)
def new():
""" Create a new portfolio """
if request.method == 'POST':
result = Log.create_portfolio({
'name': request.form['name'],
'description': request.form['description'],
})
if result.success:
flash (f'Portfolio {result.message.name} successfully created',
'SUCCESS')
else:
flash (result.message, result.severity)
return render_template('new.html')
def load():
""" select a file of raw trades to load and process """
if request.method == 'GET': return render_template('load.html', action='/load')
f = request.files['file']
try:
f.save('data/'+f.filename)
except Exception as e:
flash(str(e), 'ERROR')
return render_template('load.html', action='/load')
result = Log.load_trades_from(f.filename)
if result.success:
flash(f'{f.filename} loaded successfully! There are {result.message} new raw trades',
'SUCCESS')
else:
flash(f'Failed to process {f.filename}. {result.message}', result.severity)
return render_template('load.html', action='/load')
def bulk():
""" select a file of raw trades to load and auto import """
if current_user.is_admin():
if request.method == 'GET': return render_template('load.html', action='/bulk')
f = request.files['file']
try:
f.save('data/'+f.filename)
except Exception as e:
flash(str(e), 'ERROR')
result = Log.bulk(f.filename)
if not result.success:
flash(f'Failed to process {f.filename}. {result.message}', result.severity)
raw = sorted(result.message, key=lambda x: x['TradeDate'])
return render_template('bulk.html', raw=raw)
else:
flash('This function requires admin priviledges', 'WARNING')
return redirect(request.referrer)
def sharepad():
""" Load trades from sharepad instead of IB """
if request.method == 'GET':
return render_template('sharepad.html', ports=[port.name.replace(' ', '_') for port in _ports()])
if 'port' in request.form.keys(): port = request.form['port'].replace('_', ' ')
else: port = None
f = request.files['file']
try:
f.save('data/'+f.filename)
except Exception as e:
flash(str(e), 'ERROR')
return render_template('sharepad.html', ports=[port.name.replace(' ', '_') for port in _ports()])
result = Log.load_sharepad_trades('data/'+f.filename, port)
if result.success:
flash(f'{f.filename} loaded successfully!', 'SUCCESS')
else:
flash(f'Failed to load {f.filename}. {result.message}', result.severity)
return render_template('sharepad.html', ports=[port.name.replace(' ', '_') for port in _ports()])
def backup():
result = Log.backup()
flash(result.message, result.severity)
return redirect(request.referrer)
def delete(stock):
Log.delete_price(stock)
return render_template('update.html', prices=Log.prices())
def update():
Log.update()
return redirect(request.referrer)
def yahoo(stock, symbol):
print(stock, symbol)
Price.get(stock).update({'yahoo': symbol})
return render_template('update.html', prices=Log.prices())
def prices_root():
result = Log.price()
if not result.success:
flash(result.message, 'ERROR')
return redirect(request.referrer)
return render_template('port_prices.html', ports=result.message)
def home():
ports = Log.get_ports()
if not ports.success:
abort(500, ports.message)
return jsonify([port.to_json() for port in ports.message])
def price():
result = Log.price()
if not result.success: abort(500, result.message)
return jsonify(result.message)
def trades(id):
result = Log.get_trades(id)
if not result.success:
abort(500, result.message)
return jsonify([trade.to_json() for trade in result.message])
def position(_id):
result = Log.get_trades(_id)
if not result.success: flash(result.message, result.severity)
return render_template("trades.html", positions=result.message, position=result.severity)