def test_buy(self): #buy is trade withe positive quantity
acct = Account.from_pk(jimid)
result = acct.trade("aapl", 3, 100) #result is mv of trade
result2 = acct.trade("pton", 1, 100)
trade_hist = Trade.from_account_and_ticker(jimid, "aapl")
trade_hist2 = Trade.from_account_and_ticker(jimid, "pton")
pos_test = Position.from_account_and_ticker(jimid, "aapl")
quant = pos_test.total_quantity
self.assertAlmostEqual(result, 300, "mv = px * quantity")
self.assertAlmostEqual(
acct.balance, 600,
"balance started at 1000 trades cost 400 so new bal should be 600")
self.assertEqual(
len(trade_hist), 2,
"there shouold only be 2 trades with aapl one trade here and one from seed"
)
self.assertEqual(
len(trade_hist2), 1,
"there shouold only be 1 trade with pton from here and one from seed"
)
self.assertAlmostEqual(
quant, 8,
"seed gave 5 shs of aapl and this test bought 3 total position is now 8"
)
with self.assertRaises(
InsufficientFundsError
): #"tring buy shs that cost more then your balance causes an error"
result3 = acct.trade("pton", 500, 100)
def test_sell(self):
#sell is the same function, trade, as buy with negtive quantity
# it has opposite effect on cash balance and position
acct = Account.from_pk(jimid)
result = acct.trade("aapl", -2, 100) #result is mv of trade
pos_test = Position.from_account_and_ticker(jimid, "aapl")
quant = pos_test.total_quantity
trade_hist = Trade.from_account_and_ticker(jimid, "aapl")
self.assertAlmostEqual(result, 200, "mv = quantity * px")
self.assertAlmostEqual(
quant, 3,
"seed gave 5 shs of aapl and this test sold 2; total position is now 3"
)
self.assertAlmostEqual(acct.balance, 1200,
"started with 1000 and sell give +200")
self.assertEqual(
len(trade_hist), 2,
"there shouold only be 2 trades with aapl one trade here and one from seed"
)
with self.assertRaises(
InsufficientSharesError
): #"tring sell shs that you don't have causes an error"
result3 = acct.trade("pton", -10, 100)
with self.assertRaises(
InsufficientSharesError
): #"tring sell more shs than you have causes an error"
result3 = acct.trade("aapl", -20, 100)
def trade(self, ticker, quantity, price=None):
quantity = int(quantity)
quote = get_quote(ticker)
if price == None:
if quote['iexAskPrice'] != 0 and quote[
'iexAskPrice'] is not None: ##added the or
price = float(quote['iexAskPrice'])
else:
price = float(quote['latestPrice'])
else: #price != None
price = price
market_value = price * quantity
position = Position.from_account_and_ticker(self.pk, ticker)
if market_value > 0: #BUY
if self.balance < market_value:
# return None
raise InsufficientFundsError
else:
self.balance -= market_value
self.save()
else: #SELL so market_value < 0
if position.total_quantity < (quantity * -1): #
raise InsufficientSharesError
# return None
else: #where we have more shares than whe are selling
self.balance += market_value * -1
self.save()
position.total_quantity += quantity #position.quantity is total quantity
position.save()
# now, create a new Trade object
trade = Trade(ticker=ticker,
account_pk=self.pk,
quantity=quantity,
price=price)
trade.save()
return abs(market_value) #had return True
def test_from_account_and_ticker(self):
result = Position.from_account_and_ticker(jimid, 'aapl')
self.assertEqual(result.ticker,'aapl',"there was one position added by seed")
self.assertEqual(result.total_quantity,5)
self.assertIsInstance(result,Position,"func returns position object")
