def buy(ticker_symbol, trade_volume, username):
last_price = wrapper.get_last_price(ticker_symbol)
# Error handling: if the user enters a ticker symbol that does not exist.
if last_price == "exit":
return ["Sorry, the ticker symbol you entered does not exist."]
balance = mapper.get_balance(username)
# brokerage_fee = 6.95
# Error handling: if the user enters a trade volume that is not a number.
try:
# transaction_cost = last_price * float(trade_volume) + brokerage_fee
transaction_cost = last_price * float(trade_volume)
except ValueError:
return ["Sorry, the trade volume you entered is invalid."]
# Error handling: if the user enters a trade volume that is negative or 0.
if float(trade_volume) <= 0:
return ["Sorry, the trade volume you entered is invalid."]
# If the user has enough money in their account to execute the trade.
if transaction_cost < balance:
ticker_symbols = mapper.get_ticker_symbols(ticker_symbol, username)
# If the user does not hold any stock from company with ticker_symbol.
if len(ticker_symbols) == 0:
new_balance = balance - transaction_cost
# Updates the user's balance in the users database table.
mapper.update_balance(new_balance, username)
# Inserts a new row to the holdings database table after buying the stock.
mapper.insert_holdings_row(ticker_symbol, trade_volume, last_price, username)
# Inserts a new row to the orders database table after buying the stock.
mapper.insert_orders_row("buy", ticker_symbol, trade_volume, last_price, username)
# Returns the success message depending on how much stock the user bought (one or multiple).
if isclose(float(trade_volume), 1):
return ["Success! The trade was executed.", "You bought {0} share of {1} stock.".format(trade_volume, ticker_symbol.upper())]
else:
return ["Success! The trade was executed.", "You bought {0} shares of {1} stock.".format(trade_volume, ticker_symbol.upper())]
# If the user holds some stock from company with ticker_symbol.
else:
# Gets the number of shares from holdings database table for the company with ticker_symbol.
curr_number_of_shares = mapper.get_number_of_shares(ticker_symbol, username)
new_number_of_shares = curr_number_of_shares + float(trade_volume)
# Gets the last price stored in the holdings database table for a given ticker_symbol.
curr_price = mapper.get_last_price(ticker_symbol, username)
# Calculates the new VWAP based on the current values in the database table and the most recent (last) prices.
new_vwap = calculate_vwap(curr_price, curr_number_of_shares, last_price, trade_volume)
# Updates the VWAP in the holdings database table with a new value.
mapper.update_volume_weighted_average_price(new_vwap, ticker_symbol, username)
# Updates the holdings database table with the new number of shares after buying stock.
mapper.update_number_of_shares(new_number_of_shares, ticker_symbol, username)
# Inserts a new row to the orders database table after buying the stock.
mapper.insert_orders_row("buy", ticker_symbol, trade_volume, last_price, username)
# Returns the success message depending on how much stock the user bought (one or multiple).
if isclose(float(trade_volume), 1):
return ["Success! The trade was executed.", "You bought {0} share of {1} stock.".format(trade_volume, ticker_symbol.upper())]
else:
return ["Success! The trade was executed.", "You bought {0} shares of {1} stock.".format(trade_volume, ticker_symbol.upper())]
else:
# Returns error response.
return ["Sorry, you do not have the balance necessary to execute that trade."]
def get_earnings(username):
user_ticker_symbols = mapper.get_ticker_symbols_from_user(username)
earnings = 0.0
for t in user_ticker_symbols:
last_price = wrapper.get_last_price(t) # Current market price
user_num_shares = mapper.get_number_of_shares(t, username)
if last_price == "exit":
earnings += 0.0
else:
earnings += float(last_price) * user_num_shares
return earnings
def sell(ticker_symbol, trade_volume, username):
last_price = wrapper.get_last_price(ticker_symbol)
# Error handling: if the user enters a ticker symbol that does not exist.
if last_price == "exit":
return ["Sorry, the ticker symbol you entered does not exist."]
# brokerage_fee = 6.95
# Error handling: if the user enters a trade volume that is not a number.
try:
# balance_to_add = last_price * float(trade_volume) - brokerage_fee
balance_to_add = last_price * float(trade_volume)
except ValueError:
return ["Sorry, the trade volume you entered is invalid."]
# Error handling: if the user enters a trade volume that is negative or 0.
if float(trade_volume) <= 0:
return ["Sorry, the trade volume you entered is invalid."]
# Checks if the user holds any stock from the company with ticker_symbol.
ticker_symbols = mapper.get_ticker_symbols(ticker_symbol, username)
if len(ticker_symbols) == 0:
return ["Sorry, you do not hold any shares from that company."]
# Gets needed values from the user and holdings database tables.
balance = mapper.get_balance(username)
number_of_shares = mapper.get_number_of_shares(ticker_symbol, username)
new_number_of_shares = number_of_shares - float(trade_volume)
# If the user holds enough shares to complete their trade.
if float(trade_volume) <= number_of_shares:
# Gets the last price stored in the holdings database table for a given ticker_symbol.
curr_price = mapper.get_last_price(ticker_symbol, username)
# Gets the number of shares from holdings database table for the company with ticker_symbol.
curr_number_of_shares = mapper.get_number_of_shares(ticker_symbol, username)
# Calculates the new VWAP based on old values in the database table.
new_vwap = calculate_vwap(curr_price, curr_number_of_shares, last_price, trade_volume)
# Updates the VWAP in the holdings database table with a new value.
mapper.update_volume_weighted_average_price(new_vwap, ticker_symbol, username)
# Updates users database table with the new balance after selling the stock.
new_balance = balance + balance_to_add
mapper.update_balance(new_balance, username)
# If the new number of shares would be 0 after the user sells their shares.
if new_number_of_shares == 0:
# Deletes the row from holdings database table for company with ticker_symbol.
mapper.delete_holdings_row(ticker_symbol)
else:
# Updates holdings database table with the new number of shares.
mapper.update_number_of_shares(new_number_of_shares, ticker_symbol, username)
# Inserts a new row to the orders database table after selling the stock.
mapper.insert_orders_row("sell", ticker_symbol, trade_volume, last_price, username)
# Returns the success message depending on how much stock the user bought (one or multiple).
if isclose(float(trade_volume), 1):
return ["Success! The trade was executed.", "You sold {0} share of {1} stock.".format(trade_volume, ticker_symbol.upper())]
else:
return ["Success! The trade was executed.", "You sold {0} shares of {1} stock.".format(trade_volume, ticker_symbol.upper())]
else:
# Returns error response.
return ["Sorry, you do not have the shares necessary to execute that trade."]
def get_last_price(ticker_symbol):
return wrapper.get_last_price(ticker_symbol)
def quote(ticker_symbol):
response = wrapper.get_last_price(ticker_symbol)
if response == "exit":
return ["Sorry, the ticker symbol you entered does not exist."]
else:
return [ticker_symbol.upper(), str(response)]