def pnl_total():
# If user has no operations in DB, jump to start
if not check_if_ops(current_user):
return redirect(url_for('start'))
# If user has operations, proceed and get balance for last avail.date
curr = current_user.currency
today = get_last_price_dt()
balances = calc_balance(current_user, curr, logger)
# Calc total portfolio value
tot_value = 0
for coin in balances:
tot_value += coin.value
tot_value = round(tot_value, 2)
# Get total cost value
tot_cost = calc_tot_pf_cost(current_user, logger, today)
tot_PL = round(tot_value - tot_cost, 2)
tot_value = num_2_str(tot_value, curr, 0)
tot_cost = num_2_str(tot_cost, curr, 0)
tot_PL = num_2_str(tot_PL, curr, 0)
ts = get_price_timestamp()
return render_template('pnl_total.html',
balances=balances,
title='Balance',
tot_value=tot_value,
tot_cost=tot_cost,
tot_PL=tot_PL,
curr=curr,
timestamp=ts,
today=today)
def balance_exch():
# If user has no operations in DB, jump to start
if not check_if_ops(current_user):
return redirect(url_for('start'))
# If user has operations, proceed
curr = current_user.currency
# Obtener balance, eliminar fiats y agrupar por exchange
last_price_dt = get_last_price_dt()
crypto_portfolio = Portfolio.query.filter_by(user_id=current_user.id,
date=last_price_dt).all()
split_portf = split_portf_by_exch(crypto_portfolio)
split_portf = OrderedDict(sorted(split_portf.items()))
exch_summary = calc_exch_summary(split_portf, curr)
# Calc total values & format results
total_value = 0
total_value_btc = 0
for exch in exch_summary:
total_value += exch_summary[exch]['value']
total_value_btc += exch_summary[exch]['value_btc']
exch_summary[exch]['value'] = num_2_str(exch_summary[exch]['value'],
curr, 0)
exch_summary[exch]['value_btc'] = num_2_str(
exch_summary[exch]['value_btc'], 'BTC', 4)
total_value = num_2_str(total_value, curr, 0)
total_value_btc = num_2_str(total_value_btc, 'BTC', 4)
ts = get_price_timestamp()
# Render page
return render_template('balance_exch.html',
split_portf=split_portf,
curr=curr,
exch_summary=exch_summary,
total_value=total_value,
total_value_btc=total_value_btc,
timestamp=ts,
title='Balance por Exchange')
def value_btc_str(self, currency, decs=None):
return num_2_str(self.value_btc, 'BTC', decs)
def value_str(self, currency, decs=None):
return num_2_str(self.value, currency, decs)
def realized_PL_str(self, currency):
if not self.realized_PL:
return '-'
else:
return num_2_str(self.realized_PL, currency)
def sell_income_str(self, currency):
if not self.sell_income:
return '-'
else:
return num_2_str(self.sell_income, currency)
def buy_cost_str(self, currency):
return num_2_str(self.buy_cost, currency)
def total_PL_str(self, currency):
return num_2_str(self.total_PL, currency, 0)
def realized_PL_str(self, currency):
return num_2_str(self.realized_PL, currency, 0)
def value_str(self, currency):
return num_2_str(self.value, currency, 0)
def balance(date):
# If user has no operations in DB, jump to start
if not check_if_ops(current_user):
return redirect(url_for('start'))
# If user has operations, proceed
if date == 'Today':
dt = get_last_price_dt()
else:
try:
dt = datetime.datetime.strptime(date, "%Y-%m-%d")
except Exception as e:
dt = get_last_price_dt()
flash(
"Por favor, seleccione un formato correcto de fecha: "
"'YYYY-MM-DD'", 'danger')
curr = current_user.currency
crypto_portfolio = Portfolio.query.filter_by(user_id=current_user.id,
date=dt).all()
if not crypto_portfolio:
flash(
"No se ha encontrado información sobre el portfolio para "
"la fecha '{}'".format(date), 'danger')
dt = get_last_price_dt()
crypto_portfolio = Portfolio.query.filter_by(user_id=current_user.id,
date=dt).all()
# Prepare list of coins & exchanges to be used later
exchanges = []
coins = []
for pos in crypto_portfolio:
if pos.coin not in coins:
coins.append(pos.coin)
if pos.exchange not in exchanges:
exchanges.append(pos.exchange)
exchanges = sorted(exchanges)
coins = sorted(coins)
# Loop to calculate Totals
total_value = 0
total_value_btc = 0
for pos in crypto_portfolio:
total_value += pos.value
total_value_btc += pos.value_btc
# Loop to calculate Exchange summary
exch_value = 0
exch_value_btc = 0
exch_summary = {}
for exch in exchanges:
for pos in crypto_portfolio:
if exch == pos.exchange:
exch_value += pos.value
exch_value_btc += pos.value_btc
perc = "{:.2%}".format(exch_value / total_value)
exch_value = num_2_str(exch_value, curr, 0)
exch_value_btc = num_2_str(exch_value_btc, 'BTC', 4)
exch_summary.update({
exch: {
'value': exch_value,
'value_btc': exch_value_btc,
'perc': perc
}
})
exch_value = 0
exch_value_btc = 0
# Loop to calculate Coin summary
coin_amount = 0
coin_value = 0
coin_value_btc = 0
coin_summary = {}
for coin in coins:
for pos in crypto_portfolio:
if coin == pos.coin:
coin_amount += pos.amount
coin_value += pos.value
coin_value_btc += pos.value_btc
perc = "{:.2%}".format(coin_value / total_value)
coin_value = num_2_str(coin_value, curr, 0)
coin_value_btc = num_2_str(coin_value_btc, 'BTC', 4)
coin_amount = "{:20,.8f}".format(coin_amount)
coin_summary.update({
coin: {
'amount': coin_amount,
'value': coin_value,
'value_btc': coin_value_btc,
'perc': perc
}
})
coin_amount = 0
coin_value = 0
coin_value_btc = 0
# Format Totals
total_value = num_2_str(total_value, curr, 0)
total_value_btc = num_2_str(total_value_btc, 'BTC', 4)
ts = get_price_timestamp()
# Render website
return render_template('balance.html',
date=dt,
exch_summary=exch_summary,
coin_summary=coin_summary,
total_value=total_value,
total_value_btc=total_value_btc,
timestamp=ts,
title='Balance Histórico')
def dashboard():
# If user has no operations in DB, jump to start
if not check_if_ops(current_user):
return redirect(url_for('start'))
# If user has operations, proceed
curr = current_user.currency
# Generate information for Portfolio Summary
pf_delta = calc_portfolio_deltas(current_user, logger)
# Generate information for Coin-Table
today = get_last_price_dt()
balances = calc_balance(current_user, curr, logger)
coin_dashbord = {}
for bal in balances:
if bal.value == 0:
continue
coin = bal.coin
if coin not in Params.CURRENCIES:
curr_delta = PriceDelta.query.filter_by(coin=coin,
currency=curr).first()
btc_delta = PriceDelta.query.filter_by(coin=coin,
currency='BTC').first()
price = db.session.query(Price.price)\
.filter_by(coin=coin, currency=curr, date=today)\
.first()
if price:
price = price[0]
else:
price_btc = '-'
price_btc = db.session.query(Price.price)\
.filter_by(coin=coin,
currency='BTC',
date=today).first()
if price_btc:
price_btc = price_btc[0]
else:
price_btc = '-'
if curr_delta and btc_delta:
price = num_2_str(price, curr)
price_btc = num_2_str(price_btc, 'BTC')
value = num_2_str(bal.value, curr, 0)
value_btc = num_2_str(bal.value_btc, 'BTC', 4)
perc = num_2_perc(bal.perc, 2)
curr_1d = num_2_perc(curr_delta.delta_1d, 2)
curr_7d = num_2_perc(curr_delta.delta_7d, 2)
curr_1m = num_2_perc(curr_delta.delta_1m, 2)
curr_3m = num_2_perc(curr_delta.delta_3m, 2)
curr_6m = num_2_perc(curr_delta.delta_6m, 2)
curr_1y = num_2_perc(curr_delta.delta_1y, 2)
curr_2y = num_2_perc(curr_delta.delta_2y, 2)
btc_1d = num_2_perc(btc_delta.delta_1d, 2)
btc_7d = num_2_perc(btc_delta.delta_7d, 2)
btc_1m = num_2_perc(btc_delta.delta_1m, 2)
btc_3m = num_2_perc(btc_delta.delta_3m, 2)
btc_6m = num_2_perc(btc_delta.delta_6m, 2)
btc_1y = num_2_perc(btc_delta.delta_1y, 2)
btc_2y = num_2_perc(btc_delta.delta_2y, 2)
coin_dashbord.update({
coin: {
"Value": value,
"ValueBTC": value_btc,
"Price": price,
"PriceBTC": price_btc,
"Perc": perc,
"curr_1d": curr_1d,
"curr_7d": curr_7d,
"curr_1m": curr_1m,
"curr_3m": curr_3m,
"curr_6m": curr_6m,
"curr_1y": curr_1y,
"curr_2y": curr_2y,
"btc_1d": btc_1d,
"btc_7d": btc_7d,
"btc_1m": btc_1m,
"btc_3m": btc_3m,
"btc_6m": btc_6m,
"btc_1y": btc_1y,
"btc_2y": btc_2y
}
})
ts = get_price_timestamp()
return render_template('dashboard.html',
pf_delta=pf_delta,
coin_dashbord=coin_dashbord,
timestamp=ts,
title='Dashboard')