def get(self):
user = get_user() # get user details from token
portfolio_details = get_portfolio(user, "moving")
portfolio_value_user = portfolio_value(user)
file_basename = f'{portfolio_details["name"]}.xlsx'
curr_dir = Path.cwd()
file_path = curr_dir / "simvestr" / "resources"
create_csv(
file_path, file_basename, user, portfolio_details, portfolio_value_user
)
@after_this_request
def download_file(response):
response = make_response(
send_from_directory(directory=file_path, filename=file_basename, as_attachment=True)
)
response.headers["X-UA-Compatible"] = "IE=Edge,chrome=1"
response.headers["export"] = "portfolio"
response.headers["Cache-Control"] = "no-cache, no-store, must-revalidate"
response.headers["Pragma"] = "no-cache"
response.headers["Expires"] = "0"
response.headers["Cache-Control"] = "public, max-age=0"
return response
return 200
def get(self):
user = get_user()
portfolio_id = user.portfolio.id
# get the balances of all the portfolios
balances_sorted = get_ordered_portfolios()
# get the value of the users portfolio
p = PortfolioPrice.query.filter(
PortfolioPrice.portfolio_id == portfolio_id).order_by(
PortfolioPrice.timestamp.desc()).first()
my_value = p.close_balance + p.investment_value
# find the position on the screen
pos_screen = 1
while balances_sorted[pos_screen - 1]["portfolio"] != portfolio_id:
pos_screen += 1
# find actual position in the leaderboard - maybe higher than displayed position if duplicate portfolio balances
pos_actual = pos_screen
while (pos_actual > 0) and (my_value == balances_sorted[pos_actual -
1]["value"]):
pos_actual -= 1
pos_actual += 1
# add the ordinal suffix to the actual position
suffix = ORDINAL_SUFFIXES[min(pos_actual % 10, 4)]
if 11 <= (pos_actual % 100) <= 13:
suffix = "th"
return jsonify({
"nominal": pos_screen,
"ordinal": str(pos_actual) + suffix
})
def get(self):
user = get_user()
args = portfolio_history_parser.parse_args()
if args["number_of_days"] < 1:
return abort(400, "Number of days must be a non zero positive integer")
history = get_close_balance(user, **args)
return history, 200
def get(self):
user = get_user()
args = simulate_parser.parse_args()
if args["date_from"] and args["date_to"]:
if args["date_from"] > args["date_to"]:
return abort(400, "date_from must be a date at least 1 day before date_to. Check your inputs.")
elif args["date_to"] - args["date_from"] < timedelta(days=1).total_seconds():
return abort(400, "date_from must be a date at least 1 day before date_to. Check your inputs.")
payload = simulate(user=user, **args)
return {"simulation": payload}, 200
def put(self):
user = get_user()
# set cookie in browser
token = auth.generate_token(user.email_id)
@after_this_request
def set_cookie_value(response):
response.set_cookie("token", value=token, httponly=True)
return response
return 200
def delete(self, ):
user = get_user()
args = watchlist_parser.parse_args()
symbol = args["symbol"].upper()
# Run this to check if in the database or exists. Will add it if not already there
get_details(symbol)
if in_watchlist(symbol, user):
items_to_remove = [
item for item in user.watchlist.watchlist_items
if item.stock_symbol == symbol
]
user.watchlist.watchlist_items.remove(*items_to_remove)
db.session.commit()
return {"symbol": symbol}, 201
else:
return {"symbol": symbol}, 200
def get(self):
user = get_user()
watch = user.watchlist
port = user.portfolio
for pp in PortfolioPrice.query.filter_by(portfolio_id=port.id).all():
PortfolioPrice.query.filter_by(id=pp.id).delete()
for tr in Transaction.query.filter_by(portfolio_id=port.id).all():
Transaction.query.filter_by(id=tr.id).delete()
User.query.filter_by(id=user.id).delete()
Watchlist.query.filter_by(id=watch.id).delete()
Portfolio.query.filter_by(id=port.id).delete()
db.session.commit()
Token.get(self)
return 200
def post(self):
args = watchlist_parser.parse_args()
symbol = args["symbol"].upper()
# Run this to check if in the database or exists. Will add it if not already there
get_details(symbol)
user = get_user()
if not in_watchlist(symbol, user):
watchlist_item = WatchlistItem(
watchlist_id=user.watchlist.id,
stock_symbol=symbol,
)
user.watchlist.watchlist_items.append(watchlist_item)
db.session.add(watchlist_item)
db.session.commit()
return {"symbol": symbol}, 201
else:
return {"symbol": symbol}, 200
def get(self, ):
user = get_user()
data = get_transactions(user)
return data, 200
def get(self):
user = get_user()
watchlist_list = get_watchlist(user)
return watchlist_list, 200
def get(self, ):
user = get_user()
info = get_info(user)
return info, 200
def get(self, ):
user = get_user()
data = get_user_details(user)
return data, 200
def post(self):
args = trade_parser.parse_args()
symbol: str = args.get("symbol")
quote = args.get("quote")
trade_type = args.get("trade_type")
quantity = args.get("quantity")
symbol = symbol.upper()
user = get_user() # get user details from token
variation, slippage = check_price(symbol, quote)
if variation:
return abort(
416,
"Current price has changed, can't commit this transaction")
stock = Stock.query.filter_by(symbol=symbol).first()
fee = 0
if quantity < 1:
return abort(
400,
f"Quantity should be an integer value greater than 0. Given {quantity}"
)
quantity = -quantity if trade_type == "sell" else quantity
# --- Buy --- #
if quantity > 0: # check if user even has enough money to buy this stock quantity
balance_adjustment = ((quote * quantity) + fee)
if user.portfolio.balance - balance_adjustment < 0:
return abort(417, "Insufficient funds")
if stock not in user.portfolio.stocks:
user.portfolio.stocks.append(stock)
# --- Sell --- #
elif quantity < 0: # check if user owns this stock first, then the quantity he's
check_stock = stock_balance(user, symbol)
if not check_stock:
return abort(417, "You currently don't own this stock")
if check_stock[0] + quantity < 0:
return abort(417, "Insufficient quantity of stock to sell")
if check_stock[0] + quantity == 0:
user.portfolio.stocks.remove(stock)
balance_adjustment = (quote * quantity) + fee
else:
return abort(
422,
f"Invalid quantity. Quantity must be a non zero integer. Received {quantity}"
)
stock.last_quote = quote
user.portfolio.balance -= balance_adjustment # update user's balance after trade
# --- Sell-ends --- #
new_transaction = Transaction(
portfolio_id=user.portfolio.id,
symbol=symbol,
quote=quote,
quantity=quantity,
fee=fee,
)
db.session.add(new_transaction)
db.session.commit()
return dict(
symbol=symbol,
quote=quote,
quantity=quantity,
trade_type=trade_type,
), 200
def get(self):
user = get_user()
args = portfolio_query_parser.parse_args()
payload = get_portfolio(user, args["averagemode"])
return payload, 200