def index():
"""Show portfolio of stocks"""
# request necessary data
data = get_portfolio("symbol", "asc")
return render_template("index.html", rows = data[1], totals = data[0])
def sort_table():
if request.method == "POST":
sort_by = request.form.get("sortBy")
sort_order = request.form.get("sortOrder")
table_type = request.form.get("tableType")
filter_by = request.form.get("filterBy")
if not table_type:
return redirect(url_for("index"))
elif table_type == "portfolio":
data = get_portfolio(sort_by, sort_order)
return render_template("portfolio_table.html", rows = data[1], totals = data[0])
elif table_type == "history":
data = get_history(sort_by, sort_order, filter_by)
return render_template("history_table.html", history = data)
def sell():
portfolio = get_portfolio(db, session["user_id"])
if len(portfolio) == 0:
return apology("You don't have stocks to sell")
else:
symbols = list(map(lambda stock: stock["symbol"].upper(), portfolio))
if request.method == "GET":
return render_template("sell.html", symbols=symbols)
else:
symbol = request.form.get("symbol")
shares = request.form.get("shares")
if symbol == "":
return apology("You have to select a stock")
elif shares == "":
return apology("Must specify number of shares")
elif symbol not in symbols:
return apology("You do not own that stock")
elif int(shares) < 0:
return apology("Input must be positive")
elif int(shares) == 0:
return apology("You need to sell at least 1")
elif int(shares) > list(filter(lambda y: y['symbol'].upper() == symbol, portfolio))[0]['sum']:
return apology(f"You don't have enough { symbol } shares")
stock = lookup(symbol)
total_price = int(shares) * stock["price"]
cash = get_cash(db, session["user_id"])
update_cash(db, cash, total_price, session["user_id"])
insert_transaction_cmd = """INSERT INTO transactions (user_id, symbol, shares, price, id)
VALUES (:user_id, :symbol, :shares,
:price, nextval('id_transactions'))"""
db.engine.execute(text(insert_transaction_cmd),
user_id=session["user_id"], symbol=symbol.lower(), shares=(0 - int(shares)), price=stock["price"])
return redirect("/")
def index():
"""Show portfolio of stocks"""
user_id = session["user_id"]
cash = db.execute("SELECT cash FROM users WHERE id=:user_id",
user_id=user_id)
total = []
total_buy_price = 0
total_value = 0
total_shares = 0
portfolio = get_portfolio(db, user_id)
if portfolio:
for element in portfolio:
current_price = get_price(element['symbol'])
value = element['shares'] * current_price
total_buy_price += element['share_value']
total_value += value
total_shares += element['shares']
element.update({'price': current_price})
element.update({'value': value})
element.update({'diff': value - element['share_value']})
element.update({
'diff_percent': ((value - element['share_value']) /
(element['share_value'] * 100))
if element['share_value'] else 0
})
total.append({
'total_shares':
total_shares,
'total_buy_price':
total_buy_price,
'total_value':
total_value,
'total_diff':
total_value - total_buy_price,
'total_diff_percent':
(total_value - total_buy_price) / total_buy_price * 100
})
session["value"] = total_value
return render_template("index.html",
portfolio=portfolio,
cash=cash,
total=total)
def index():
cash = get_cash(db, session["user_id"])
portfolio = get_portfolio(db, session["user_id"])
if len(portfolio) > 0:
# cash = round(portfolio[0]["cash"], 2)
stocks_value = 0
for stock in portfolio:
updated_stock = lookup(stock["symbol"])
stock["name"] = updated_stock["name"]
stock["price"] = round(decimal.Decimal(updated_stock["price"]), 2)
stocks_value += (stock["price"] * stock["sum"])
empty = False
else:
stocks_value = 0
empty = True
return render_template("index.html", portfolio=portfolio, cash=round(cash, 2), empty=empty, stocks_value=stocks_value)
def sell():
"""Sell shares of stock"""
user_id = session["user_id"]
if request.method == "GET":
portfolio = get_portfolio(db, user_id)
return render_template("/sell.html", portfolio=portfolio)
else:
stock = json.loads(request.form.get("symbol"))
shares = int(request.form.get("shares"))
cash_before = get_cash(db, user_id)
sell = lookup(stock['symbol'])
# TODO refactor buy in sell in own function
db.execute(
"INSERT INTO transactions (user_id, symbol, shares, price, method, time_stamp) values (:user_id, :symbol, :shares, :price, :method, :time)",
user_id=user_id,
symbol=stock['symbol'],
shares=-shares,
price=sell['price'],
method="sell",
time=datetime.now())
cash_after = cash_before + (sell['price'] * shares)
update_cash(db, user_id, cash_after)
return redirect("/")