def stock_chart(ticker):
title = "Stock Chart"
symbol = ticker.upper()
chartname = ticker
symbols = stockdb.getSymbols(DATABASE_URL)
name = [n for s, n in symbols if s == symbol]
if (len(name) > 0):
chartname = name[0]
df = stockdb.getSymbolData(symbol, DATABASE_URL)
if df is not None:
df20 = df.iloc[-20:]
df40 = df.iloc[-40:]
df60 = df.iloc[-60:]
div = stockdb.getPlot(symbol, chartname, [df, df20, df40, df60])
return render_template('stock.html',
title=title,
chart=div,
symbols=symbols,
annotation='Source: Yahoo Finance')
else:
return render_template('stock.html',
title=title,
chart=str.format('No Data For Ticker {}',
symbol),
annotiation='Source: Yahoo Finance')
def reset_request(resetid):
symbols = stockdb.getSymbols(DATABASE_URL)
userRequestReset, email = userdb.getResetRequest(DATABASE_URL, resetid)
if userRequestReset:
return render_template('changepass.html',
resetid=resetid,
email=email,
symbols=symbols)
else:
return redirect(url_for('get_index'))
def reset():
symbols = stockdb.getSymbols(DATABASE_URL)
if request.method == 'GET':
return render_template('reset.html', symbols=symbols)
userConfirmed, confirmationid, id = userdb.userConfirmed(
DATABASE_URL, request.form['email'])
if userConfirmed:
resetid = str(uuid.uuid4()).replace('-', '')
userdb.setUserAccountToReset(DATABASE_URL, id, resetid)
emailing.sendResetEmail(request.form['email'], resetid)
flash('Reset email on its way!')
return redirect(url_for('reset'))
def plot_correlation():
if 'ticker' not in request.form:
flash('No Assets Chosen')
return redirect(url_for('get_correlation'))
tickers = request.form.getlist('ticker')
if len(tickers) < 2:
flash('Choose at least two stocks.')
return redirect(url_for('get_correlation'))
symbols = stockdb.getSymbols(DATABASE_URL)
if len(tickers) > 0:
df = stockdb.getPortfolioPrices(tickers, DATABASE_URL)
scatter = stockdb.plotScatter(df, 800, 800)
return render_template('corr.html',
symbols=symbols,
title='Asset Correlation',
scatter=scatter,
annotation='Source: Future Trends Consulting')
def register():
symbols = stockdb.getSymbols(DATABASE_URL)
confirmationid = str(uuid.uuid4()).replace('-', '')
if request.method == 'GET':
return render_template('register.html', symbols=symbols)
if request.form['password'] != request.form['passwordconfirm']:
flash("Passwords don't match")
return redirect(url_for('register'))
if userdb.createUser(DATABASE_URL, request.form['email'],
request.form['password'], confirmationid):
emailing.sendWelcomeEmail(request.form['email'], confirmationid)
flash("Email confirmation on its way!")
return redirect(url_for('signin'))
else:
flash("User email already registered.")
return redirect(url_for('register'))
def signin():
symbols = stockdb.getSymbols(DATABASE_URL)
if request.method == 'GET':
return render_template('signin.html', symbols=symbols)
email = request.form['email']
userConfirmed, confirmationid, _ = userdb.userConfirmed(
DATABASE_URL, email)
if not userConfirmed:
flash(
'Account unconfirmed. Please check your email for confirmation link.'
)
return redirect(url_for('signin'))
if userdb.authenticateUser(DATABASE_URL, email, request.form['password']):
user = userdb.User()
user.id = email
flask_login.login_user(user)
return redirect(url_for('get_index'))
flash('Bad login')
return redirect(url_for('signin'))
def plot_portfolio():
if 'ticker' not in request.form:
flash('No Portfolio Chosen')
return redirect(url_for('get_portfolio'))
tickers = request.form.getlist('ticker')
symbols = stockdb.getSymbols(DATABASE_URL)
if len(tickers) > 0:
df = stockdb.getPortfolioPrices(tickers, DATABASE_URL)
traces = stockdb.createTraces(df / df.iloc[0])
div = stockdb.plotTraces(traces, 'Returns', 'Date', 'Return', 800)
vol_arr, ret_arr, sharpe_arr, max_sr_vol, max_sr_ret = stockdb.monteCarloPortfolios(
df, 1000)
divfr = stockdb.frontierPlot(vol_arr, ret_arr, sharpe_arr, 500, 800,
max_sr_vol, max_sr_ret)
allocations = stockdb.getOptimalAllocation(df)
return render_template(
'portfolio.html',
symbols=symbols,
title='Portfolio Analysis',
chart=div,
frontier=divfr,
allocations=[a for a in allocations if a[1] > 0],
annotation='Source: Future Trends Consulting')
def get_index():
symbols = stockdb.getSymbols(DATABASE_URL)
return render_template('index.html', symbols=symbols)
def portfoliomgr():
symbols = stockdb.getSymbols(DATABASE_URL)
return render_template('portfoliomgr.html', symbols=symbols)
def symbols():
return json.dumps(stockdb.getSymbols(DATABASE_URL))
def get_portfolio():
symbols = stockdb.getSymbols(DATABASE_URL)
return render_template('portfolio.html',
symbols=symbols,
title='Portfolio Analysis')
def get_correlation():
symbols = stockdb.getSymbols(DATABASE_URL)
return render_template('corr.html',
symbols=symbols,
title='Asset Correlation')