def print_gains(self, format_str, gain, timespan):
positive_gain = gain >= 0
gain_symbol = "+" if positive_gain else "-"
gain_verboge = "Gained" if positive_gain else "Lost"
print("{:25}".format("Value " + gain_verboge + " " + timespan + ": "),
end="")
print(Fore.GREEN if positive_gain else Fore.RED, end="")
# This prevents a runtime warning by making sure we are never dividing by zero
if self.portfolio.cost_value == 0:
gain_val = 0
else:
gain_val = gain / self.portfolio.cost_value * 100
print(
format_str.format(gain_symbol + "$" + str(
abs(utils.round_value(gain, self.mode, 2)))) +
format_str.format(gain_symbol + str(
abs(utils.round_value(gain_val, self.mode, 2))) + "%"))
print(Style.RESET_ALL, end="")
return
def print_table(self, config):
# table format:
# ticker owned last change change% low high avg
# each row will also get a bonus boolean at the end denoting what color to print the line:
# None = don't color (headers)
# True = green
# False = red
# additional things to print: portfolio total value, portfolio change (and change %)
mode = config["General"]["rounding_mode"]
cell_width = 11 # buffer space between columns
table = [
[
"Ticker",
"Last",
"Change",
"Change%",
"Low",
"High",
"Avg",
"Owned",
"Aggregate Value",
None,
]
]
table.append(
["-" * cell_width for _ in range(len(table[0]))]
) # this is the solid line under the header
table[-1].append(None) # make sure that solid line is not colored
self.current_value = 0
self.opening_value = 0
for stock in self.stocks:
line = []
change_d = utils.round_value(
stock.get_curr() - stock.get_open(), mode, 2
) # change
change_p = utils.round_value(
(stock.get_curr() - stock.get_open()) / stock.get_curr() * 100, mode, 2
) # change %
line.append(stock.symbol) # symbol
line.append(
"$" + str(utils.round_value(stock.get_curr(), mode, 2))
) # current value
if change_d >= 0: # insert the changes into the array
line.append("+$" + str(change_d))
line.append("+" + str(change_p) + "%")
else:
line.append(
"-$" + str(change_d)[1:]
) # string stripping here is to remove the native '-' sign
line.append("-" + str(change_p)[1:] + "%")
line.append(
"$" + str(utils.round_value(min(stock.get_data()), mode, 2))
) # low
line.append(
"$" + str(utils.round_value(max(stock.get_data()), mode, 2))
) # high
line.append(
"$"
+ str(
utils.round_value(
sum(stock.get_data()) / len(stock.get_data()), mode, 2
)
)
) # avg
line.append(
str(round(self.stocks_metadata[stock.symbol][0], 3))
) # number of stocks owned
line.append(
"$"
+ str(
utils.round_value(
stock.calc_value(self.stocks_metadata[stock.symbol][0]), mode, 2
)
)
)
line.append(True if change_d >= 0 else False)
table.append(line)
# just add in the total value seeing as we're iterating stocks anyways
self.current_value += stock.calc_value(
self.stocks_metadata[stock.symbol][0]
)
# and the opening value of all the tracked stocks
self.opening_value += (
stock.get_open() * self.stocks_metadata[stock.symbol][0]
)
print("\nPortfolio Summary:\n")
format_str = "{:" + str(cell_width) + "}"
for line in table:
if line[-1] is None:
pass
elif line[-1]:
print(Fore.GREEN, end="")
else:
print(Fore.RED, end="")
print("\t" + "".join([format_str.format(item) for item in line[:-1]]))
print(Style.RESET_ALL, end="")
print(
"\n"
+ "{:25}".format("Total Value: ")
+ format_str.format("$" + str(round(self.current_value, 2)))
)
value_gained_day = self.current_value - self.opening_value
if value_gained_day >= 0:
print("{:25}".format("Value Gained Today: "), end="")
print(Fore.GREEN, end="")
print(
format_str.format(
"+$" + str(utils.round_value(value_gained_day, mode, 2))
)
+ format_str.format(
"+"
+ str(
utils.round_value(
value_gained_day / self.current_value * 100, mode, 2
)
)
+ "%"
)
)
else:
print("{:25}".format("Value Gained Today: "), end="")
print(Fore.RED, end="")
print(
format_str.format(
"-$" + str(utils.round_value(value_gained_day, mode, 2))[1:]
)
+ format_str.format(
str(
utils.round_value(
value_gained_day / self.current_value * 100, mode, 2
)
)
+ "%"
)
)
print(Style.RESET_ALL, end="")
value_gained_all = self.current_value - self.initial_value
if value_gained_all >= 0:
print("{:25}".format("Value Gained Overall: "), end="")
print(Fore.GREEN, end="")
print(
format_str.format(
"+$" + str(utils.round_value(value_gained_all, mode, 2))
)
+ format_str.format(
"+"
+ str(
utils.round_value(
value_gained_all / self.current_value * 100, mode, 2
)
)
+ "%"
)
)
else:
print("{:25}".format("Value Gained Overall: "), end="")
print(Fore.RED, end="")
print(
format_str.format(
"-$" + str(utils.round_value(value_gained_all, mode, 2))[1:]
)
+ format_str.format(
str(
utils.round_value(
value_gained_all / self.current_value * 100, mode, 2
)
)
+ "%"
)
)
print(Style.RESET_ALL, end="")
def format_number(value) -> str:
return str(abs(utils.round_value(value, "math", 2)))
def test_zero_decimals_down(self):
assert round_value(1.456543, "down", 0) == 1
def test_negative_decimals(self):
assert round_value(1.456543, "math", -3) == 0
def test_zero_decimals_math(self):
assert round_value(1.456543, "math", 0) == 1
def test_invalid_decimals(self):
with pytest.raises(TypeError):
round_value(1.456543, "math", "Hello World")
def test_nan(self):
assert round_value(float("NaN"), "math", 2) == 0
def test_zero(self):
assert round_value(0, "math", 2) == 0
def test_down(self):
assert round_value(1.456543, "down", 2) == 1.45
def test_math(self):
assert round_value(1.456543, "math", 2) == 1.46