def portfolio(request, portfolio_pk):
portfolio = Portfolio.objects.get(pk=portfolio_pk)
check_ownership(request, portfolio)
stock_not_found = False
quote_name = request.POST.get('quote', None)
if quote_name:
quote_name = quote_name.upper()
yf = YahooFinancials(quote_name)
exchange = yf.get_stock_exchange()
try:
stock = Stock.objects.get(name=quote_name)
except Stock.DoesNotExist:
stock = Stock.objects.create(
name=quote_name,
stock_exchange=yf.get_stock_exchange(),
market_cap=convert_number(yf.get_market_cap()),
last_price=convert_number(yf.get_current_price())
)
PortfolioStock.objects.get_or_create(stock=stock,
portfolio=portfolio)
stocks = PortfolioStock.objects.filter(portfolio=portfolio).order_by("-stock__value_score")
operations = Operation.objects.filter(portfolio_stock__portfolio=portfolio)[0:10]
total_value, total_spent, profit = portfolio.balance_sheet()
if total_spent != 0:
profit_purcent = round(profit / total_spent * 100, 2)
else:
profit_purcent = 0
total_cash_value = total_value + portfolio.cash
c = {
'quote_name': quote_name,
'stock_not_found': stock_not_found,
'portfolio':portfolio,
'stocks': stocks,
'operations':operations,
'total_value':total_value,
'total_spent':total_spent,
'profit':profit,
'profit_purcent':profit_purcent,
'total_cash_value':total_cash_value,
}
c.update(csrf(request))
return render_to_response('portfolio.html', c)
class YahooFinancialEngine(AbstractEngine):
"""description of class"""
StockName: str
PeRatio: float
FromDate: date
FromDateStr: str
ToDate: date
ToDateStr: str
Financial: YahooFinancials
HistoricalPriceDic: dict
FinancialTypeDic: dict
def __init__(self, yahoo_ticker: YahooTicker):
self.__dateFormat: str = '%Y-%m-%d'
self.__ticker = yahoo_ticker
self.__setFrom(yahoo_ticker.DateTimeFrom)
self.__setTo(yahoo_ticker.DateTimeTo)
self.Financial = YahooFinancials(self.__ticker.TickerName)
self.HistoricalPriceDic = self.Financial.get_historical_price_data(self.FromDateStr, self.ToDateStr, 'daily')[self.__ticker.TickerName]
self.__setStockName()
self.__setPeRatio()
self.FinancialTypeDic = self.Financial.YAHOO_FINANCIAL_TYPES
def __setStockName(self):
self.StockName = (
'NA'
if self.Financial.get_stock_exchange() is None
else self.Financial.get_stock_exchange()
)
def __setPeRatio(self):
self.PeRatio = (
0.0
if self.Financial.get_pe_ratio() is None
else self.Financial.get_pe_ratio()
)
def __setFrom(self, from_date: date):
self.FromDate = from_date
self.FromDateStr = from_date.strftime(self.__dateFormat)
def __setTo(self, to_date: date):
self.ToDate = to_date
self.ToDateStr = to_date.strftime(self.__dateFormat)
def GetDailyHistoricalDataPrices(self, from_date: date, to_date: date):
self.__setFrom(from_date)
self.__setTo(to_date)
return self.HistoricalPriceDic['prices']
def fetch_and_handle_index_info(thread_id, db, indices): for index in indices: log.info(log.FETCHER_SCRIPT_LOG_FILE, 'Thread ' + thread_id + ' fetching info for index: ' + index) index_info = YahooFinancials(index) stock_exchange = '' try: stock_exchange = index_info.get_stock_exchange() except Exception as e: log.error(log.FETCHER_SCRIPT_LOG_FILE, 'Thread ' + thread_id + ' was unable to store index information for: ' + index + ', failed to resolve index exchange') log.error(log.FETCHER_SCRIPT_LOG_FILE, 'Exception: ' + str(e)) if (stock_exchange != ''): handle_index_info(db, index, index_info)
def fetch_and_handle_stock_info(thread_id, db, stocks): for stock in stocks: log.info(log.FETCHER_SCRIPT_LOG_FILE, 'Thread ' + thread_id + ' fetching stock info for ticker: ' + stock) stock_info = YahooFinancials(stock) stock_exchange = '' try: stock_exchange = stock_info.get_stock_exchange() except Exception as e: log.error(log.FETCHER_SCRIPT_LOG_FILE, 'Thread ' + thread_id + ' was unable to store stock information for ticker: ' + stock + ', failed to resolve stock exchange') log.error(log.FETCHER_SCRIPT_LOG_FILE, 'Exception: ' + str(e)) if (stock_exchange != ''): handle_stock_info(db, stock, stock_info)