def testsenasteNAV(self):
self.morningstar = Morningstar('didner')
try:
result = self.morningstar.senasteNAV()
self.assertEqual(type(result), type(' '))
finally:
i = 0
def testsenasteNAV(self):
morningstar = Morningstar('didner')
#put the monkey patch in place
morningstar.geturl = Mock()
morningstar.geturl.return_value = teststr
# fire away
result = morningstar.senasteNAV()
# print result
self.assertTrue(morningstar.geturl.called)
self.assertTrue(type(result), type(' '))
def build_stocks(self):
for i, _ in enumerate(range(len(self.data["stocks"]))):
stock = self.data["stocks"][i]
#print ("type of stokc", stock.values())
#print ("type of stokc", type(stock))
self.stocks.append(Morningstar(stock))
return self.stocks
def read_gsheet_and_update(self):
console.log('Attempting to login..')
gc = gspread.oauth()
console.log('Successful login')
sh = gc.open(SHEET_NAME)
ws = sh.get_worksheet(0) # use first worksheet
console.log('Found worksheet')
header = ws.row_values(1)
col_lookup = self.get_col_to_a1(header)
df = pd.DataFrame(ws.get_all_records())
df = df.reindex(
columns=header) # reorder dataframe so order is same as gsheet
ms = Morningstar()
console.log('Calling Morningstar..')
df = df.apply(self.lookup_morningstar, axis=1)
console.log('Writing back to worksheet..')
for field in ACTIVE_FIELDS:
field_pos = col_lookup.get(field)
a1 = field_pos + '2:' + field_pos
# todo: batch updates
ws.update(a1, self.col_to_list_of_list(df[field].values.tolist()))
console.log('Written field ' + field)
console.log('Complete!')
def read_csv_and_update(self):
ms = Morningstar()
df = pd.read_csv(FILENAME + ".csv", header=0)
df = df.apply(self.lookup_morningstar, ms=ms, axis=1)
df.to_csv(FILENAME + " - Output.csv", index=False)
class MorningstarTest(unittest.TestCase):
def setUp(self):
unittest.TestCase.setUp(self)
def testConstructor(self):
# self.assertRaises(KeyError, Morningstar(' '))
print(Morningstar('didner'))
pass
def testsenasteNAV(self):
self.morningstar = Morningstar('didner')
try:
result = self.morningstar.senasteNAV()
self.assertEqual(type(result), type(' '))
finally:
i = 0
def testConstructor(self):
# self.assertRaises(KeyError, Morningstar(' '))
print(Morningstar('didner'))
pass
class GspreadAdaptor:
ms_uk = Morningstar()
ms_us = MorningstarUS()
def read_gsheet_and_update(self):
console.log('Attempting to login..')
gc = gspread.oauth()
console.log('Successful login')
sh = gc.open(SHEET_NAME)
ws = sh.get_worksheet(0) # use first worksheet
console.log('Found worksheet')
header = ws.row_values(1)
col_lookup = self.get_col_to_a1(header)
df = pd.DataFrame(ws.get_all_records())
df = df.reindex(
columns=header) # reorder dataframe so order is same as gsheet
ms = Morningstar()
console.log('Calling Morningstar..')
df = df.apply(self.lookup_morningstar, axis=1)
console.log('Writing back to worksheet..')
for field in ACTIVE_FIELDS:
field_pos = col_lookup.get(field)
a1 = field_pos + '2:' + field_pos
# todo: batch updates
ws.update(a1, self.col_to_list_of_list(df[field].values.tolist()))
console.log('Written field ' + field)
console.log('Complete!')
def col_to_list_of_list(self, col_values):
list_of_list = []
for i in col_values:
internal_list = []
internal_list.append(i)
list_of_list.append(internal_list)
return list_of_list
def get_col_to_a1(self, header):
cols = []
for x in range(0, 51): # supports 52 columns max
if x < 26:
cols.append(string.ascii_uppercase[x])
else:
cols.append('A' + string.ascii_uppercase[x % 26])
return dict(zip(header, cols))
def lookup_morningstar(self, row):
ms_uk = GspreadAdaptor.ms_uk
ms_us = GspreadAdaptor.ms_us
if (row['Exchange'] == 'LSE'):
ticker = row['Ticker']
override = row['Override Ticker']
if override:
ticker = override
ms_id = ms_uk.get_morningstar_id_by_ticker(ticker)
ms_overview = ms_uk.get_overview_by_id(ms_id)
ms_performance = ms_uk.get_performance_by_id(ms_id)
row['URL'] = ms_uk.get_external_url(ms_id)
row['Name'] = ms_overview['Name']
row['Charge'] = ms_overview['Charge']
row['Morningstar Rating'] = ms_overview['Stars']
row['Category'] = ms_overview['Category']
row['Price'] = ms_overview['Price']
row['3 Months'] = ms_performance['3 Months']
row['6 Months'] = ms_performance['6 Months']
row['1 Year'] = ms_performance['1 Year']
row['3 Years'] = ms_performance['3 Years Annualised']
row['5 Years'] = ms_performance['5 Years Annualised']
row['10 Years'] = ms_performance['10 Years Annualised']
if (row['Exchange'] == 'MUTF'):
ticker = row['Ticker']
override = row['Override Ticker']
if override:
ticker = override
ms_id = ms_us.get_morningstar_id_by_ticker(ticker)
ms_overview = ms_us.get_overview_by_id(ms_id)
ms_performance = ms_us.get_performance_by_id(ms_id)
row['URL'] = MorningstarUS.URL_ROOT + ms_id.url + '/quote'
row['Name'] = ms_overview['Name']
row['Charge'] = ms_overview['Charge']
row['Morningstar Rating'] = ms_overview['Stars']
row['Category'] = ms_overview['Category']
row['Price'] = ms_overview['Price']
row['3 Months'] = ms_performance['3Month']
# row['6 Months'] = ms_performance['6 Months']
row['1 Year'] = ms_performance['1Year']
row['3 Years'] = ms_performance['3Year']
row['5 Years'] = ms_performance['5Year']
row['10 Years'] = ms_performance['10Year']
# For 529s use override ticker for growth numbers only
# Name and pricing information is entered manually
if (row['Exchange'] == '529 Plan'):
override = row['Override Ticker']
if override:
ms_id = ms_us.get_morningstar_id_by_ticker(override)
ms_overview = ms_us.get_overview_by_id(ms_id)
ms_performance = ms_us.get_performance_by_id(ms_id)
row['URL'] = MorningstarUS.URL_ROOT + ms_id.url + '/quote'
row['Charge'] = ms_overview['Charge']
row['Morningstar Rating'] = ms_overview['Stars']
row['Category'] = ms_overview['Category']
row['3 Months'] = ms_performance['3Month']
row['1 Year'] = ms_performance['1Year']
row['3 Years'] = ms_performance['3Year']
row['5 Years'] = ms_performance['5Year']
row['10 Years'] = ms_performance['10Year']
return row