def fetch_returns():
if request.method == 'GET':
portfolio_list = Portfolio.fetch_all()
sum = 0
for portfolio in portfolio_list:
sum = sum + ((100-portfolio.avg_buy_price)*portfolio.shares)
response = jsonify({'Cumulative Returns': sum})
response.status_code = 200
return response
def create():
form = CreatePortfolioForm()
if form.validate_on_submit():
portf = Portfolio(user=current_user, name=form.name.data)
db.session.add(portf)
db.session.commit()
flash("Successfully created new portfolio!", "success")
return redirect(url_for("portfolio.get", id=portf.id))
return render_template("form.html",
form=QuickForm(form),
title="New Portfolio")
def sellStock(self, symbol, subreddit, permalink):
# Same as above, but with Sell
price = self.getStockPrice(symbol)
if not price:
return False
if not self.isfloat(price):
price = float(price.replace(",", ""))
with app.app_context():
Trades.Sell(symbol, price, permalink)
Portfolio.Sell(symbol, "wallstreetbets")
print("Sold " + symbol + " for " + str(price))
def create_portfolio():
form = PortfolioForm()
if form.validate_on_submit():
new_portfolio = Portfolio(
name=form.name.data,
p_type=form.portfolio_type.data,
owner_id=current_user.id,
# Filters - include stock markets
include_nyse=form.include_nyse.data,
include_nasdaq=form.include_nasdaq.data,
include_nyse_arca=form.include_nyse_arca.data,
include_nyse_american=form.include_nyse_american.data,
# Filters - exclude sectors
exclude_communications=form.exclude_communications.data,
exclude_energy_minerals=form.exclude_energy_minerals.data,
exclude_non_energy_minerals=form.exclude_non_energy_minerals.data,
exclude_health_technology=form.exclude_health_technology.data,
exclude_health_services=form.exclude_health_services.data,
exclude_utilities=form.exclude_utilities.data,
exclude_distribution_services=form.exclude_distribution_services.
data,
exclude_finance=form.exclude_finance.data,
exclude_process_industries=form.exclude_process_industries.data,
exclude_producer_manufacturing=form.exclude_producer_manufacturing.
data,
exclude_commercial_services=form.exclude_commercial_services.data,
exclude_industrial_services=form.exclude_industrial_services.data,
exclude_transportation=form.exclude_transportation.data,
exclude_consumer_durables=form.exclude_consumer_durables.data,
exclude_consumer_non_durables=form.exclude_consumer_non_durables.
data,
exclude_retail_trade=form.exclude_retail_trade.data,
exclude_electronic_technology=form.exclude_electronic_technology.
data,
exclude_technology_services=form.exclude_technology_services.data,
# ESG category (from our AI)
# Will be lowest possible risk category (1 - low, 2 - medium, 3- high, 4 - all - include extreme risk)
esg_risk_category=form.esg_risk_category.data
# Oher stuff..
)
db.session.add(new_portfolio)
db.session.commit()
flash('Congratulations, you have created a portfolio')
return redirect(url_for('dashboard'))
return render_template('portfolio_build.html',
title='Portfolio Wizard',
form=form)
def return_portfolio():
if request.method == 'GET':
portfolio_list = Portfolio.fetch_all()
results = []
for portfolio in portfolio_list:
obj = {
'ticker_symbol': portfolio.ticker_symbol,
'avg_buy_price': portfolio.avg_buy_price,
'shares': portfolio.shares
}
results.append(obj)
response = jsonify(results)
response.status_code = 200
return response
def portfolio():
portfolioForm = PortfolioForm()
portfolios = Portfolio.query.all()
if request.method == 'POST':
admin_portfolio = Portfolio(
p_title=portfolioForm.p_title.data,
p_icon=portfolioForm.p_icon.data,
data_modal=portfolioForm.data_modal.data,
portfoliocategory_name=portfolioForm.portfoliocategory_name.data,
portfolioimages_name=portfolioForm.portfolioimages_name.data)
db.session.add(admin_portfolio)
db.session.commit()
return redirect('/admin/portfolio/')
return render_template('admin/portfolio.html',
form=portfolioForm,
portfolios=portfolios)
def buyStock(self, symbol, subreddit, permalink):
# Get the price value from Google
price = self.getStockPrice(symbol)
# If the symbol isn't a real stock, just skip it
if not price:
return False
# Turn a sting with comma into a real float
if not self.isfloat(price):
price = float(price.replace(",", ""))
# call the Buy method for the trade history and portfolio models.
with app.app_context():
Trades.Buy(symbol, price, permalink)
Portfolio.Buy(symbol, "wallstreetbets")
print("Bought " + symbol + " for " + str(price))
def debug_portfolios():
try:
data = helpers.ws_get_positions()
portfolios = {}
for key, entry in data.items():
# POSITION HANDLING ---------------------------------------
if entry["account_id"] not in portfolios.keys():
port = Portfolio(entry["account_id"])
portfolios.update({entry["account_id"]: port})
else:
port = portfolios[entry["account_id"]]
port.positions.append(Stock(entry))
portfolio_dicts = [p.to_dict() for k, p in portfolios.items()]
response = jsonify(portfolio_dicts)
response.headers.add('Access-Control-Allow-Origin', '*')
return response
except Exception as e:
return Markup(str(e))
def create_portfolio():
if current_user.port:
flash('You already have portfolio, delete it first', 'danger')
return redirect(url_for('main.home'))
form = PortfolioForm()
if form.validate_on_submit():
port = Portfolio(title=form.title.data,
author=current_user.username,
content=form.content.data,
about=form.about.data,
avg=form.avg.data,
school=form.school.data,
background_color=form.background_color.data,
font_color=form.font_color.data,
creator=current_user)
db.session.add(port)
db.session.commit()
flash('Success', 'success')
return redirect(url_for('port.portfolio'))
return render_template('create_portfolio.html', form=form)
def sellAllLowQuantity(self):
with app.app_context():
Portfolio.sellAllLowQuantity()
def mapUser(self, userId):
portfolio = Portfolio(userId=userId)
portfolio.save()
def trading():
if request.method == 'GET':
if request.args.get('ticker') != None:
tradelist = Trades.fetch_all()
results = []
for trade in tradelist:
if(trade.ticker_symbol == request.args.get('ticker')):
obj = {
'id': trade.id,
'ticker_symbol': trade.ticker_symbol,
'price': trade.price,
'shares': trade.shares,
'type': trade.type
}
results.append(obj)
response = jsonify(results)
response.status_code = 200
return response
else:
tradelist = Trades.fetch_all()
results = []
for trade in tradelist:
obj = {
'id': trade.id,
'ticker_symbol': trade.ticker_symbol,
'price': trade.price,
'shares': trade.shares,
'type': trade.type
}
results.append(obj)
response = jsonify(results)
response.status_code = 200
return response
elif request.method == 'PUT':
id = str(request.data.get('id', ''))
if not id:
response = jsonify({'ERROR': 'ID field is required'})
response.status_code = 400
return response
tradelist = Trades.query.filter_by(id=id).first()
flag=0
if not tradelist:
flag=1
if request.data.get('price') <= 0:
response = jsonify({'ERROR': 'Zero or Negative price not valid'})
response.status_code = 400
return response
if request.data.get('shares') <=0:
response = jsonify({'ERROR': 'Zero or Negative shares not valid'})
response.status_code = 400
return response
if request.data.get('type') == 'SELL':
check_portfolio = Portfolio.query.filter_by(
ticker_symbol=request.data.get('ticker_symbol')).first()
if not check_portfolio or (check_portfolio.shares < request.data.get('shares')):
response = jsonify(
{'ERROR': 'Cannot sell when low/no shares available'})
response.status_code = 400
return response
prev_shares = tradelist.shares
if flag==1:
tradelist=Trades(id,str(request.data.get('ticker_symbol')),request.data.get('price'), request.data.get('shares')
,str(request.data.get('type')))
else :
tradelist.id = id
tradelist.ticker_symbol = str(request.data.get('ticker_symbol'))
tradelist.price = request.data.get('price')
tradelist.shares = request.data.get('shares')
tradelist.type = str(request.data.get('type'))
if Portfolio.query.filter_by(ticker_symbol=request.data.get('ticker_symbol', '')).first():
if tradelist.type == 'BUY':
current_portfolio = Portfolio.query.filter_by(
ticker_symbol=request.data.get('ticker_symbol', '')).first()
total = current_portfolio.shares * current_portfolio.avg_buy_price
total = total + (tradelist.price * tradelist.shares)
total = total / (tradelist.shares +
current_portfolio.shares)
current_portfolio.avg_buy_price = total
current_portfolio.shares = tradelist.shares-prev_shares + current_portfolio.shares
else:
current_portfolio = Portfolio.query.filter_by(
ticker_symbol=request.data.get('ticker_symbol', '')).first()
current_portfolio.shares = current_portfolio.shares - tradelist.shares + prev_shares
current_portfolio.add_trade()
else:
portfolio = Portfolio(
tradelist.ticker_symbol, tradelist.price, tradelist.shares)
portfolio.add_trade()
tradelist.add_trade()
if flag==1:
response = jsonify({
'NOTE' : 'The Id provided does not exist so creating a new record as below',
'id': tradelist.id,
'ticker_symbol': tradelist.ticker_symbol,
'price': tradelist.price,
'shares': tradelist.shares,
'type': tradelist.type
})
else :
response = jsonify({
'id': tradelist.id,
'ticker_symbol': tradelist.ticker_symbol,
'price': tradelist.price,
'shares': tradelist.shares,
'type': tradelist.type
})
response.status_code = 202
return response
elif request.method == 'POST':
if request.data.get('id'):
if Trades.query.filter_by(id=request.data.get('id', '')).first() and Trades.query.filter_by(ticker_symbol=request.data.get('ticker_symbol')).first():
response = jsonify({'ERROR': 'Record already exists'})
response.status_code = 200
return response
if request.data.get('price') <= 0:
response = jsonify({'ERROR': 'Zero or Negative price not valid'})
response.status_code = 400
return response
if request.data.get('shares') <=0:
response = jsonify({'ERROR': 'Zero or Negative shares not valid'})
response.status_code = 400
return response
if request.data.get('type') == 'SELL':
check_portfolio = Portfolio.query.filter_by(
ticker_symbol=request.data.get('ticker_symbol')).first()
if not check_portfolio or (check_portfolio.shares < request.data.get('shares')):
response = jsonify(
{'ERROR': 'Cannot sell when low/no shares available'})
response.status_code = 400
return response
if request.data.get('id'):
tradelist = Trades(request.data.get('id'), str(request.data.get('ticker_symbol')), request.data.get(
'price'), request.data.get('shares'), str(request.data.get('type')))
else:
tradelist = Trades(-1,str(request.data.get('ticker_symbol')), request.data.get(
'price'), request.data.get('shares'), str(request.data.get('type')))
if Portfolio.query.filter_by(ticker_symbol=request.data.get('ticker_symbol')).first():
if tradelist.type == 'BUY':
current_portfolio = Portfolio.query.filter_by(
ticker_symbol=request.data.get('ticker_symbol', '')).first()
total = current_portfolio.shares * current_portfolio.avg_buy_price
total = total + (tradelist.price * tradelist.shares)
total = total / (tradelist.shares +
current_portfolio.shares)
current_portfolio.avg_buy_price = total
current_portfolio.shares = tradelist.shares + current_portfolio.shares
else:
current_portfolio = Portfolio.query.filter_by(
ticker_symbol=request.data.get('ticker_symbol', '')).first()
current_portfolio.shares = current_portfolio.shares - tradelist.shares
current_portfolio.add_trade()
else:
portfolio = Portfolio(
tradelist.ticker_symbol, tradelist.price, tradelist.shares)
portfolio.add_trade()
tradelist.add_trade()
response = jsonify({
'id': tradelist.id,
'ticker_symbol': tradelist.ticker_symbol,
'price': tradelist.price,
'shares': tradelist.shares,
'type': tradelist.type
})
response.status_code = 201
return response
else:
response = jsonify({'ERROR': 'Illegal Operation'})
response.status_code = 400
return response