def getAllStockData(ticker):
'''Get a few random tickers.'''
stock = Share(ticker)
stock.refresh()
data = {
'name': stock.get_name(),
'price': stock.get_price(),
'change': stock.get_change(),
'volume': stock.get_volume(),
'prev_close': stock.get_prev_close(),
'open': stock.get_open(),
'avg_daily_volume': stock.get_avg_daily_volume(),
'stock_exchange': stock.get_stock_exchange,
'market_cap': stock.get_market_cap(),
'book_value': stock.get_book_value(),
'ebitda': stock.get_ebitda(),
'dividend_share': stock.get_dividend_share(),
'dividend_yield': stock.get_dividend_yield(),
'earnings_share': stock.get_earnings_share(),
'days_high': stock.get_days_high(),
'days_low': stock.get_days_low(),
'year_high': stock.get_year_high(),
'year_low': stock.get_year_low(),
'50day_moving_avg': stock.get_50day_moving_avg(),
'200day_moving_avg': stock.get_200day_moving_avg(),
'price_earnings_ratio': stock.get_price_earnings_ratio(),
'price_earnings_growth_ratio': stock.get_price_earnings_growth_ratio(),
'get_price_sales': stock.get_price_sales(),
'get_price_book': stock.get_price_book(),
'get_short_ratio': stock.get_short_ratio(),
'trade_datetime': stock.get_trade_datetime(),
'percent_change_from_year_high': stock.get_percent_change_from_year_high(),
'percent_change_from_year_low': stock.get_percent_change_from_year_low(),
'change_from_year_low': stock.get_change_from_year_low(),
'change_from_year_high': stock.get_change_from_year_high(),
'percent_change_from_200_day_moving_average': stock.get_percent_change_from_200_day_moving_average(),
'change_from_200_day_moving_average': stock.get_change_from_200_day_moving_average(),
'percent_change_from_50_day_moving_average': stock.get_percent_change_from_50_day_moving_average(),
'change_from_50_day_moving_average': stock.get_change_from_50_day_moving_average(),
'EPS_estimate_next_quarter': stock.get_EPS_estimate_next_quarter(),
'EPS_estimate_next_year': stock.get_EPS_estimate_next_year(),
'ex_dividend_date': stock.get_ex_dividend_date(),
'EPS_estimate_current_year': stock.get_EPS_estimate_current_year(),
'price_EPS_estimate_next_year': stock.get_price_EPS_estimate_next_year(),
'price_EPS_estimate_current_year': stock.get_price_EPS_estimate_current_year(),
'one_yr_target_price': stock.get_one_yr_target_price(),
'change_percent_change': stock.get_change_percent_change(),
'divended_pay_date': stock.get_dividend_pay_date(),
'currency': stock.get_currency(),
'last_trade_with_time': stock.get_last_trade_with_time(),
'days_range': stock.get_days_range(),
'years_range': stock.get_year_range()
}
return data
def checklist(symbol, ibd50_list, ibd_session):
"""
Looks up information on a given stock market symbol.
The returned dictionary contains all information from
Dr. Wish's Stock Checklist for HONR348M.
"""
stock = {}
# Load price data from yahoo.
share = Share(symbol)
ks = yahoo_ks(symbol)
# Basics
basics = stock["basics"] = {}
basics["date"] = datetime.now().strftime("%m/%d/%Y %I:%M:%S%z")
basics["symbol"] = symbol
basics["equity_name"] = share.get_name()
basics["price"] = float(share.get_price())
basics["52w_low"] = float(share.get_year_low())
basics["52w_high"] = float(share.get_year_high())
basics["percent_from_52w_low"] = share.get_percent_change_from_year_low()
basics["percent_from_52w_high"] = share.get_percent_change_from_year_high()
# IBD (Stocks only)
ibd = stock["ibd"] = ibd_stock_checkup(symbol, ibd_session)
# ibd["industry"]
ibd["industry_rank"] = float(ibd["industry_rank"])
# ibd["industry_top5"]
# ibd["3y_eps_growth"]
# ibd["3y_sales_growth"]
# ibd["eps_change"]
ibd["eps_rating"] = float(ibd["eps_rating"])
ibd["rs_rating"] = float(ibd["rs_rating"])
# ibd["acc_distr_rating"]
ibd["ibd_rating"] = float(ibd["ibd_rating"])
ibd["in_ibd50"] = symbol in ibd50_list
# ibd["fundamental_greens"]
# ibd["technical_greens"]
ibd["next_earning"] = datetime.strptime(ibd["next_earning"], '%m/%d/%Y')
# Yahoo Finance (Stocks only)
yahoo = stock["yahoo"] = {}
yahoo["pe"] = float(share.get_price_earnings_ratio())
yahoo["peg"] = float(share.get_price_earnings_growth_ratio())
yahoo["ps"] = float(share.get_price_sales())
yahoo["market_cap"] = share.get_market_cap()
yahoo["float"] = ks["Float"]
yahoo["annual_roe"] = ks["Return on Equity"]
yahoo["percent_inst"] = ks["% Held by Institutions"]
yahoo["percent_float_short"] = ks["Short % of Float"]
yahoo["short_ratio"] = float(share.get_short_ratio())
# Evidence of an uptrend/downtrend
uptrend = stock["uptrend"] = {}
downtrend = stock["downtrend"] = {}
pdstockdata = data.DataReader(symbol, 'yahoo', '1900-01-01')
sd = StockDataFrame.retype(pdstockdata)
sd.BOLL_PERIOD = 15
close1 = sd['close'][-1]
close2 = sd['close'][-2]
low1 = sd['low'][-1]
low2 = sd['low'][-2]
high1 = sd['high'][-1]
high2 = sd['high'][-2]
avg_30d = sd['close_30_sma'][-1]
avg_4w = sd['close_20_sma'][-1]
avg_10w = sd['close_50_sma'][-1]
avg_30w = sd['close_150_sma'][-1]
high_52w = sd['high'].tail(250).max()
lbb1 = sd['boll_lb'][-1]
lbb2 = sd['boll_lb'][-2]
ubb1 = sd['boll_ub'][-1]
ubb2 = sd['boll_ub'][-2]
# Find all GLTs (ATH not broken for at least another 90 days)
last_ath = 0.0
ath = Series()
for day, day_high in sd['high'].iteritems():
last_ath = max(last_ath, day_high)
ath.set_value(day, last_ath)
ath_days = sd[sd['high'] == ath]['high']
glt = Series()
for i, (day, high) in enumerate(ath_days.iteritems()):
next_day = ath_days.keys()[i +
1] if i < len(ath_days) - 1 else Timestamp(
str(date.today()))
if next_day - day >= Timedelta('90 days'):
glt.set_value(day, high)
uptrend["c>30d_avg"] = close1 > avg_30d
uptrend["c>10w_avg"] = close1 > avg_10w
uptrend["c>30w_avg"] = close1 > avg_30w
uptrend["4w>10w>30w"] = avg_4w > avg_10w > avg_30w
# uptrend["w_rwb"] =
uptrend["last_glt_date"] = glt.keys()[-1].to_datetime().date(
) if len(glt) > 0 else None
uptrend["last_glt_high"] = glt[-1] if len(glt) > 0 else None
uptrend["above_last_glt"] = len(glt) > 0 and close1 > glt[-1]
uptrend["macd_hist_rising"] = sd['macdh'][-1] > sd['macdh_4_sma'][-1]
uptrend["stoch_fast>slow"] = sd['rsv_10_4_sma'][-1] > sd[
'rsv_10_4_sma_4_sma'][-1]
# uptrend["bb_up_expansion_l2"]
# uptrend["rs>30d_avg"] = (Need Investors.com data)
# uptrend["rs_rising"] = (Need Investors.com data)
uptrend["52w_high_l2"] = high_52w == high1 or high_52w == high2
uptrend["ath_l2"] = ath[-1] == high1 or ath[-2] == high2
uptrend["1y_doubled"] = close1 >= 2 * sd['close'][-255:-245].mean()
# uptrend["bounce_30d_l2"] =
# uptrend["bounce_10w_l2"] =
# uptrend["bounce_30w_l2"] =
uptrend["stoch<50"] = sd['rsv_10_4_sma'][-1] < 50
uptrend["<bb_lower_l2"] = low1 < lbb1 or low2 < lbb2
uptrend[
"above_avg_volume"] = sd['volume'][-1] > 1.5 * sd['volume_50_sma'][-1]
downtrend["c<30d_avg"] = close1 < avg_30d
downtrend["c<10w_avg"] = close1 < avg_10w
downtrend["c<30w_avg"] = close1 < avg_30w
downtrend["4w<10w<30w"] = avg_4w < avg_10w < avg_30w
# downtrend["w_bwr"] =
downtrend["macd_hist_falling"] = sd['macdh'][-1] < sd['macdh_4_sma'][-1]
downtrend["stoch_fast<slow"] = sd['rsv_10_4_sma'][-1] < sd[
'rsv_10_4_sma_4_sma'][-1]
# downtrend["bb_down_expansion_l2"]
# downtrend["bounce_30d_l2"] =
# downtrend["bounce_10w_l2"] =
# downtrend["bounce_30w_l2"] =
downtrend["stoch>50"] = sd['rsv_10_4_sma'][-1] > 50
downtrend[">bb_upper_l2"] = high1 > ubb1 or high2 > ubb2
return stock
print "get_year_high:", tesla.get_year_high() print "get_year_low:", tesla.get_year_low() print "get_50day_moving_avg:", tesla.get_50day_moving_avg() print "get_200day_moving_avg:", tesla.get_200day_moving_avg() print "get_price_earnings_ratio:", tesla.get_price_earnings_ratio() print "get_price_earnings_growth_ratio:", tesla.get_price_earnings_growth_ratio( ) print "get_price_sales:", tesla.get_price_sales() print "get_price_book:", tesla.get_price_book() print "get_short_ratio:", tesla.get_short_ratio() print "get_trade_datetime:", tesla.get_trade_datetime() # "a:", print tesla.get_historical(start_date, end_date) # "a:", print tesla.get_info() print "get_name:", tesla.get_name() print "refresh:", tesla.refresh() print "get_percent_change_from_year_high:", tesla.get_percent_change_from_year_high( ) print "get_percent_change_from_year_low:", tesla.get_percent_change_from_year_low( ) print "get_change_from_year_low:", tesla.get_change_from_year_low() print "get_change_from_year_high:", tesla.get_change_from_year_high() print "get_percent_change_from_200_day_moving_average:", tesla.get_percent_change_from_200_day_moving_average( ) print "get_change_from_200_day_moving_average:", tesla.get_change_from_200_day_moving_average( ) print "get_percent_change_from_50_day_moving_average:", tesla.get_percent_change_from_50_day_moving_average( ) print "get_change_from_50_day_moving_average:", tesla.get_change_from_50_day_moving_average( ) print "get_EPS_estimate_next_quarter:", tesla.get_EPS_estimate_next_quarter() print "get_EPS_estimate_next_year:", tesla.get_EPS_estimate_next_year() print "get_ex_dividend_date:", tesla.get_ex_dividend_date()
def result_page(request):
rstlist = list()
grow_sortlst = list()
value_sortlst = list()
quality_sortlst = list()
grow_stcklist = [ 'PNW','RL','PPG','ACN', 'ATVI', 'AYI', 'AMD', 'LNT', 'ALXN', 'GOOGL']
value_stcklist = ['AMG', 'AFL', 'APD', 'AKAM','PCG','PM','PSX', 'AAP', 'AES', 'AET']
quality_stcklist = ['MMM', 'ABT', 'ABBV','PEP','PKI','PRGO','PFE', 'ALB', 'ECL', 'AGN']
stckdict = dict()
if request.method == 'POST':
allotment = int(str(request.POST['allotment']))
ori_allotment = allotment
iv_type = 0
for key in request.POST.keys():
print "iv_type="+str(iv_type)
print str(key)
if key in ['ethical','growth','index','quality','value']:
iv_type = iv_type + 1
print("current selected types count = " + str(iv_type))
if iv_type == 2:
allotment = allotment/float(2)
if 'ethical' in request.POST.keys():
AAPL = Share('AAPL')
aapl_f = float(str(AAPL.get_percent_change_from_year_low())[0:-1]) + \
float(str(AAPL.get_percent_change_from_50_day_moving_average())[0:-1]) - \
float(str(AAPL.get_percent_change_from_year_high())[0:-1])
ADBE = Share('ADBE')
adbe_f = float(str(ADBE.get_percent_change_from_year_low())[0:-1]) + \
float(str(ADBE.get_percent_change_from_50_day_moving_average())[0:-1]) - \
float(str(ADBE.get_percent_change_from_year_high())[0:-1])
NSRGY = Share('NSRGY')
nsrgy_f = float(str(NSRGY.get_percent_change_from_year_low())[0:-1]) + \
float(str(NSRGY.get_percent_change_from_50_day_moving_average())[0:-1]) - \
float(str(NSRGY.get_percent_change_from_year_high())[0:-1])
stckdict['AAPL'] = AAPL
stckdict['ADBE'] = ADBE
stckdict['NSRGY'] = NSRGY
total_f = (aapl_f + adbe_f + nsrgy_f)*iv_type
aapl_pct = aapl_f/float(total_f)
adbe_pct = adbe_f/float(total_f)
nsrgy_pct = nsrgy_f/float(total_f)
aaplD = {"sticker":"AAPL","name":AAPL.get_name(),"aloc_pct":str(aapl_pct),"aloc_amt":str(allotment*aapl_pct),"price":str(AAPL.get_price()),"exchange":str(AAPL.get_stock_exchange())}
adbeD = {"sticker":"ADBE","name":ADBE.get_name(),"aloc_pct":str(adbe_pct),"aloc_amt":str(allotment*adbe_pct),"price":str(ADBE.get_price()),"exchange":str(ADBE.get_stock_exchange())}
nsrgyD = {"sticker":"NSRGY","name":NSRGY.get_name(),"aloc_pct":str(nsrgy_pct),"aloc_amt":str(allotment*nsrgy_pct),"price":str(NSRGY.get_price()),"exchange":str(NSRGY.get_stock_exchange())}
rstlist.append(aaplD)
rstlist.append(adbeD)
rstlist.append(nsrgyD)
if 'growth' in request.POST.keys():
for stock in grow_stcklist:
while True:
try:
detail = Share(stock)
except:
time.sleep(0.1)
continue
break
stckdict[stock]=detail
heapq.heappush(grow_sortlst, (float(str(detail.get_percent_change_from_year_low())[0:-1]) +
float(
str(detail.get_percent_change_from_200_day_moving_average())[0:-1]) +
float(str(detail.get_percent_change_from_50_day_moving_average())[0:-1]) +
float(str(detail.get_percent_change_from_year_high())[0:-1]), stock,
detail))
if len(grow_sortlst) > 3:
heapq.heappop(grow_sortlst)
total_f = 0
for item in grow_sortlst:
total_f = total_f + item[0]
for item in grow_sortlst:
item_pct = item[0]/float(total_f*iv_type)
item_amt = allotment*item_pct
rstlist.append({"sticker":item[1],"name":item[2].get_name(),"aloc_pct":str(item_pct),"aloc_amt":str(item_amt),"price":str(item[2].get_price()),"exchange":str(item[2].get_stock_exchange())})
if 'index' in request.POST.keys():
VTI = Share('VTI')
vti_f = float(str(VTI.get_percent_change_from_year_low())[0:-1]) + \
float(str(VTI.get_percent_change_from_200_day_moving_average())[0:-1]) - \
float(str(VTI.get_percent_change_from_year_high())[0:-1])
IXUS = Share('IXUS')
ixus_f = float(str(IXUS.get_percent_change_from_year_low())[0:-1]) + \
float(str(IXUS.get_percent_change_from_200_day_moving_average())[0:-1]) - \
float(str(IXUS.get_percent_change_from_year_high())[0:-1])
ILTB = Share('ILTB')
iltb_f = float(str(ILTB.get_percent_change_from_year_low())[0:-1]) + \
float(str(ILTB.get_percent_change_from_200_day_moving_average())[0:-1]) - \
float(str(ILTB.get_percent_change_from_year_high())[0:-1])
stckdict['VTI'] = VTI
stckdict['IXUS'] = IXUS
stckdict['ILTB'] = ILTB
total_f = (vti_f + ixus_f + iltb_f)*iv_type
vti_pct = vti_f / float(total_f)
ixus_pct = ixus_f / float(total_f)
iltb_pct = iltb_f / float(total_f)
vtiD = {"sticker": "VTI", "name": VTI.get_name(), "aloc_pct": str(vti_pct),
"aloc_amt": str(allotment * vti_pct), "price": str(VTI.get_price()),
"exchange": str(VTI.get_stock_exchange())}
ixusD = {"sticker": "IXUS", "name": IXUS.get_name(), "aloc_pct": str(ixus_pct),
"aloc_amt": str(allotment * ixus_pct), "price": str(IXUS.get_price()),
"exchange": str(IXUS.get_stock_exchange())}
iltbD = {"sticker": "ILTB", "name": ILTB.get_name(), "aloc_pct": str(iltb_pct),
"aloc_amt": str(allotment * iltb_pct), "price": str(ILTB.get_price()),
"exchange": str(ILTB.get_stock_exchange())}
rstlist.append(vtiD)
rstlist.append(ixusD)
rstlist.append(iltbD)
if 'quality' in request.POST.keys():
for stock in quality_stcklist:
while True:
try:
detail = Share(stock)
except:
time.sleep(0.1)
continue
break
stckdict[stock] = detail
heapq.heappush(quality_sortlst, (
float(detail.get_price_earnings_ratio() if detail.get_price_earnings_ratio() != None else 0) +
float(
detail.get_price_earnings_growth_ratio() if detail.get_price_earnings_growth_ratio() != None else 0) +
float(
detail.get_change_from_200_day_moving_average() if detail.get_change_from_200_day_moving_average() != None else 0) +
float(
detail.get_price_earnings_growth_ratio() if detail.get_price_earnings_growth_ratio() != None else 0),
stock, detail))
if len(quality_sortlst) > 3:
heapq.heappop(quality_sortlst)
total_f = 0
for item in quality_sortlst:
total_f = total_f + item[0]
for item in quality_sortlst:
item_pct = item[0] / float(total_f*iv_type)
item_amt = allotment * item_pct
rstlist.append({"sticker": item[1], "name": item[2].get_name(), "aloc_pct": str(item_pct),
"aloc_amt": str(item_amt), "price": str(item[2].get_price()),
"exchange": str(item[2].get_stock_exchange())})
if 'value' in request.POST.keys():
for stock in value_stcklist:
while True:
try:
detail = Share(stock)
except:
time.sleep(0.1)
continue
break
stckdict[stock] = detail
heapq.heappush(value_sortlst,
(float(detail.get_dividend_yield() if detail.get_dividend_yield() != None else 0) +
float(
detail.get_price_earnings_growth_ratio() if detail.get_price_earnings_growth_ratio() != None else 0) -
float(detail.get_price_book() if detail.get_price_book() != None else 0), stock,
detail))
if len(value_sortlst) > 3:
heapq.heappop(value_sortlst)
total_f = 0
for item in value_sortlst:
total_f = total_f + item[0]
print "total_f=" + str(total_f)
for item in value_sortlst:
item_pct = item[0] / float(total_f*iv_type)
item_amt = allotment * item_pct
rstlist.append({"sticker": item[1], "name": item[2].get_name(), "aloc_pct": str(item_pct),
"aloc_amt": str(item_amt), "price": str(item[2].get_price()),
"exchange": str(item[2].get_stock_exchange())})
days_cnt = 15
str_date = str((datetime.now() - timedelta(days=days_cnt)).date().isoformat())
end_date = str(datetime.today().date().isoformat())
day_pro = list()
remaining = 0
for item in rstlist:
while True:
try:
hist_info = stckdict[item["sticker"]].get_historical(str_date,end_date)
except:
continue
break
for i in range(0,6):
if len(day_pro)<=i:
day_pro.append({hist_info[i]["Date"]:float(hist_info[i]["Close"])*int(float(item["aloc_amt"])/float(hist_info[i]["Open"]))+float(item["aloc_amt"])%float(hist_info[i]["Open"])})
else:
day_pro[i][hist_info[i]["Date"]] = float(day_pro[i][hist_info[i]["Date"]]) + float(hist_info[i]["Close"])*int(float(item["aloc_amt"])/float(hist_info[i]["Open"])) + float(item["aloc_amt"])%float(hist_info[i]["Open"])
rstlist.append({"sticker":"portfolio","history":day_pro})
print(json.dumps(rstlist))
return render(request, 'portfolio/result.html', {'result': json.dumps(rstlist)})
return render(request, 'portfolio/home.html')
