def seed_db(self):
name = 'Some Account'
category = 'My 401k'
owner = 'Jane Dow'
retirement = 1
act = Account(name=name, category=category, owner=owner, retirement=retirement)
db.session.add(act)
inv = Investment(name='SPDR S&P 500 ETF', symbol='SPY',
shares=100, price=2020.38,
account=act)
db.session.add(inv)
inv = Investment(name='iShares Russell 2000', symbol='IWM',
shares=50, price=25.05,
account=act)
db.session.add(inv)
history = AccountHistory()
history.account = act
history.snapshot_date = dateutil.parser.parse("2015-12-01")
history.value = 200000
db.session.add(history)
history = AccountHistory()
history.account = act
history.snapshot_date = dateutil.parser.parse("2015-12-05")
history.value = 203290.5
db.session.add(history)
act = Account(name='My Brokerage', category='Brokerage', owner='Bob Dow', retirement=0)
db.session.add(act)
inv = Investment(name='VANGUARD TOTAL STOCK MARKET ETF', symbol='VTI',
shares=152.63, price=2020.38,
account=act)
db.session.add(inv)
history = AccountHistory()
history.account = act
history.snapshot_date = dateutil.parser.parse("2015-12-01")
history.value = 300000
db.session.add(history)
history = AccountHistory()
history.account = act
history.snapshot_date = dateutil.parser.parse("2015-12-05")
history.value = 308370.59
db.session.add(history)
db.session.commit()
def update_account_prices(accounts, db):
for account in accounts:
account_total_val = 0
for investment in account.investments:
price = get_current_price(investment.symbol)
account_total_val += price * investment.shares
investment.price = round(price, 2)
db.session.add(investment)
db.session.commit()
history = AccountHistory.query.filter(
and_(AccountHistory.account_id == account.id, AccountHistory.snapshot_date == date.today())).all()
if not history:
history = AccountHistory()
history.account = account
history.snapshot_date = date.today()
else:
history = history[0]
history.value = account_total_val
db.session.add(history)
db.session.commit()