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 show_trades_by_account_and_ticker(self, ticker):
trades = Trade.from_account_and_ticker(self.pk, ticker)
if trades == []:
view.never_traded_invalid(
) #TODO: run it through the quote function and include try/except for invalid ticker
else:
for trade in trades:
if trade.quantity < 0:
trade_type = "Sell"
else:
trade_type = "Buy"
print(
f"Trade Type: {trade_type}, Ticker: {trade.ticker.upper()}, Quantity: {abs(trade.quantity)}, Price: ${trade.price}, Market Value: ${round(abs(trade.price*trade.quantity), 2)}, Created At: {ctime(trade.created_at)}"
)
print("\n")
