def five_year_check(stockTicker):
"""Figure out if a stock has risen or been created within the last five years.
Args:
stockTicker(str): Symbol of the stock we're querying
Returns:
True if the stock's current price is higher than it was five years ago, or the stock IPO'd within the last five years
False otherwise
"""
instrument = r.get_instruments_by_symbols(stockTicker)
if(instrument is None or len(instrument) == 0):
return True
list_date = instrument[0].get("list_date")
if ((pd.Timestamp("now") - pd.to_datetime(list_date)) < pd.Timedelta("5 Y")):
return True
fiveyear = get_historicals(stockTicker, "day", "5year", "regular")
if (fiveyear is None or None in fiveyear):
return True
closingPrices = []
for item in fiveyear:
closingPrices.append(float(item['close_price']))
recent_price = closingPrices[len(closingPrices) - 1]
oldest_price = closingPrices[0]
return (recent_price > oldest_price)
def get_position_creation_date(symbol, holdings_data):
"""Returns the time at which we bought a certain stock in our portfolio
Args:
symbol(str): Symbol of the stock that we are trying to figure out when it was bought
holdings_data(dict): dict returned by r.get_open_stock_positions()
Returns:
A string containing the date and time the stock was bought, or "Not found" otherwise
"""
instrument = r.get_instruments_by_symbols(symbol)
url = instrument[0].get('url')
for dict in holdings_data:
if(dict.get('instrument') == url):
return dict.get('created_at')
return "Not found"
def test_instruments(self):
quote = r.get_instruments_by_symbols(self.single_stock)
assert (len(quote) == 1)
assert (quote[0]['symbol'] == self.single_stock)
quote = quote[0]
assert ('id' in quote)
assert ('url' in quote)
assert ('quote' in quote)
assert ('fundamentals' in quote)
assert ('splits' in quote)
assert ('state' in quote)
assert ('market' in quote)
assert ('simple_name' in quote)
assert ('name' in quote)
assert ('tradeable' in quote)
assert ('tradability' in quote)
assert ('symbol' in quote)
assert ('bloomberg_unique' in quote)
assert ('margin_initial_ratio' in quote)
assert ('maintenance_ratio' in quote)
assert ('country' in quote)
assert ('day_trade_ratio' in quote)
assert ('list_date' in quote)
assert ('min_tick_size' in quote)
assert ('type' in quote)
assert ('tradable_chain_id' in quote)
assert ('rhs_tradability' in quote)
assert ('fractional_tradability' in quote)
assert ('default_collar_fraction' in quote)
#
more_quotes = r.get_fundamentals(self.list_stocks, info=None)
assert (len(more_quotes) == len(self.list_stocks))
#
fake_quotes = r.get_fundamentals(self.fake_stocks, info=None)
assert (len(fake_quotes) == 1)
assert (fake_quotes[0] == None)
def returnCompanyInfo(self, symbol):
return rs.get_instruments_by_symbols(symbol), rs.get_latest_price(
symbol)
