def portfolio_stocks(user_id):
'''Returns the list of stocks in a users portfolio'''
portfolio_info = []
stock_list = StockPortfolio.objects.filter(user=user_id)
user = StockFolioUser.objects.filter(user=user_id)[0]
money = {
'spent': user.spent,
'earnt': user.earnt,
'value': 0,
'profit': '+'
}
if stock_list:
symbols = [stock.stock for stock in stock_list]
if len(symbols) == 1:
stock_data = [get_current_info(symbols)]
else:
stock_data = get_current_info(symbols)
for stock in stock_data:
for stock_from_list in stock_list:
if stock_from_list.stock == stock['Symbol']:
stock['shares'] = stock_from_list.shares
stock['cost'] = int(stock_from_list.shares) * float(
stock['LastTradePriceOnly'])
money['value'] += float(stock['cost'])
portfolio_info = [stock_data
] if stock_data.__class__ == dict else stock_data
if float(money['spent']) > (float(money['value']) + float(money['earnt'])):
money['profit'] = '-'
return {'portfolio_info': portfolio_info, 'money': money}
def portfolio(request):
'''The main method for all the user functionality'''
user_id = request.user.id
if request.method == 'POST':
which_form = request.POST.get('which-form', '').strip()
if which_form == 'find-stock':
symbol = request.POST.get('stock', '').strip().split(' ')[0].strip().upper()
if symbol != '':
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(request, 'StockFolio/portfolio.html', {'stock':get_current_info([''+symbol]), 'news' : get_news_feed(symbol), 'portfolio' : porfolio, 'portfolio_rows' : plot(user_id), 'symbols' : json.dumps(STOCK_SYMBOLS), 'money' : money})
elif which_form == 'download-historical':
return download_historical(request.POST.get('stock-symbol', '').strip())
elif which_form == 'buy-stock':
symbol = request.POST.get('stock-symbol', '').strip()
StockPortfolio.buy(user_id, symbol, request.POST.get('shares', '').strip(), request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(request, 'StockFolio/portfolio.html', {'stock':get_current_info([''+symbol]), 'news' : get_news_feed(symbol), 'portfolio' : porfolio, 'portfolio_rows' : plot(user_id), 'symbols' : json.dumps(STOCK_SYMBOLS), 'money' : money})
elif which_form == 'buy-sell':
symbol = request.POST.get('stock-symbol', '').strip()
if request.POST.get('buy-stock'):
StockPortfolio.buy(user_id, symbol, request.POST.get('shares', '').strip(), request.POST.get('cost-per-share', '').strip())
elif request.POST.get('sell-stock'):
StockPortfolio.sell(user_id, symbol, request.POST.get('shares', '').strip(), request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(request, 'StockFolio/portfolio.html', {'stock':get_current_info([''+symbol]), 'news' : get_news_feed(symbol), 'portfolio' : porfolio, 'portfolio_rows' : plot(user_id), 'symbols' : json.dumps(STOCK_SYMBOLS), 'money' : money})
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(request, 'StockFolio/portfolio.html', {'portfolio' : porfolio, 'portfolio_rows' : plot(user_id), 'symbols' : json.dumps(STOCK_SYMBOLS), 'money' : money})
def portfolio_stocks(user_id):
'''Returns the list of stocks in a users portfolio'''
portfolio_info = []
stock_list = StockPortfolio.objects.filter(user=user_id)
user = StockFolioUser.objects.filter(user=user_id)[0]
money = {'spent' : user.spent, 'earnt' : user.earnt, 'value' : 0, 'profit': '+'}
if stock_list:
symbols = [stock.stock for stock in stock_list]
if len(symbols) == 1:
stock_data = [get_current_info(symbols)]
else:
stock_data = get_current_info(symbols)
for stock in stock_data:
for stock_from_list in stock_list:
if stock_from_list.stock == stock['Symbol']:
stock['shares'] = stock_from_list.shares
stock['cost'] = int(stock_from_list.shares) * float(stock['LastTradePriceOnly'])
money['value'] += float(stock['cost'])
portfolio_info = [stock_data] if stock_data.__class__ == dict else stock_data
if float(money['spent']) > (float(money['value']) + float(money['earnt'])):
money['profit'] = '-'
return {'portfolio_info' : portfolio_info, 'money' : money}
def portfolio(request):
'''The main method for all the user functionality'''
user_id = request.user.id
if request.method == 'POST':
which_form = request.POST.get('which-form', '').strip()
if which_form == 'find-stock':
symbol = request.POST.get(
'stock', '').strip().split(' ')[0].strip().upper()
if symbol != '':
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
elif which_form == 'download-historical':
return download_historical(
request.POST.get('stock-symbol', '').strip())
elif which_form == 'buy-stock':
symbol = request.POST.get('stock-symbol', '').strip()
StockPortfolio.buy(user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
elif which_form == 'recommend':
symbol = request.POST.get('stock-symbol', '').strip()
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
reco = []
my_stocks = []
conn = sqlite3.connect('PyFolio.sqlite3')
cur = conn.cursor()
sql = ''' SELECT svm_prediction FROM stockapp_prediction_svm_all WHERE symbol LIKE "%''' + symbol + '''%" '''
sql2 = ''' SELECT ANN_prediction FROM stockapp_prediction_svm_all WHERE symbol LIKE "%''' + symbol + '''%" '''
cur.execute(sql)
result = cur.fetchall()
cur.execute(sql2)
result2 = cur.fetchall()
for i in range(30):
reco.append(result[i][0])
stock_price = float(Share(symbol).get_price())
for i in range(len(portfolio_stock['portfolio_info'])):
my_stocks.append(
portfolio_stock['portfolio_info'][i]['symbol'])
if 1.1 * stock_price > reco[29]:
if symbol in my_stocks:
msg = "Sell this stock to avoid long term losses"
else:
msg = "Stock is not in your portfolio"
elif 1.1 * stock_price > reco[29] > stock_price:
if symbol in my_stocks:
msg = "Hold the Stock for long term"
else:
msg = "Stock is not in your portfolio"
else:
msg = "Buy this stock for long term gains"
if result2[0][0] > stock_price + 2:
msg = msg + " and buy for short term gains"
elif stock_price < result2[0][0] < stock_price + 2:
msg = msg + " and hold for short term"
else:
msg = msg + " and sell to avoid short term losses"
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money,
'value_reco': msg
})
elif which_form == 'buy-sell':
symbol = request.POST.get('stock-symbol', '').strip()
if request.POST.get('buy-stock'):
StockPortfolio.buy(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
elif request.POST.get('sell-stock'):
StockPortfolio.sell(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
def portfolio(request):
'''The main method for all the user functionality'''
user_id = request.user.id
if request.method == 'POST':
which_form = request.POST.get('which-form', '').strip()
if which_form == 'find-stock':
symbol = request.POST.get(
'stock', '').strip().split(' ')[0].strip().upper()
if symbol != '':
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
elif which_form == 'download-historical':
return download_historical(
request.POST.get('stock-symbol', '').strip())
elif which_form == 'buy-stock':
symbol = request.POST.get('stock-symbol', '').strip()
StockPortfolio.buy(user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
elif which_form == 'buy-sell':
symbol = request.POST.get('stock-symbol', '').strip()
if request.POST.get('buy-stock'):
StockPortfolio.buy(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
elif request.POST.get('sell-stock'):
StockPortfolio.sell(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
def portfolio(request):
'''The main method for all the user functionality'''
user_id = request.user.id
if request.method == 'POST':
which_form = request.POST.get('which-form', '').strip()
if which_form == 'find-stock':
symbol = request.POST.get(
'stock', '').strip().split(' ')[0].strip().upper()
if symbol != '':
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'stock_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
elif which_form == 'download-historical':
return download_historical(
request.POST.get('stock-symbol', '').strip())
elif which_form == 'buy-stock':
symbol = request.POST.get('stock-symbol', '').strip()
StockPortfolio.buy(user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
elif which_form == 'recommend':
symbol = request.POST.get('stock-symbol', '').strip()
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
reco_svm = []
my_stocks = []
conn = sqlite3.connect('PyFolio.sqlite3')
cur = conn.cursor()
sql = ''' SELECT svm_prediction FROM stockapp_prediction_svm_all WHERE symbol LIKE "%''' + symbol + '''%" '''
sql2 = ''' SELECT ANN_prediction FROM stockapp_prediction_svm_all WHERE symbol LIKE "%''' + symbol + '''%" '''
sql3 = ''' SELECT bayesian_prediction FROM stockapp_prediction_svm_all WHERE symbol LIKE "%''' + symbol + '''%" '''
cur.execute(sql)
result = cur.fetchall()
cur.execute(sql2)
reco_ann = cur.fetchall()
cur.execute(sql3)
reco_bay = cur.fetchall()
for i in range(30):
reco_svm.append(result[i][0])
stock_price = float(Share(symbol).get_price())
for i in range(len(portfolio_stock['portfolio_info'])):
my_stocks.append(
portfolio_stock['portfolio_info'][i]['symbol'])
x, y = 0, 0
if float(reco_ann[0][0]) > float(stock_price) + 5 or float(
reco_svm[29]) > 1.05 * float(stock_price):
x, y = 0, 0
if float(reco_ann[0][0]) > float(stock_price) + 5 and float(
reco_ann[0][0]) <= 1.1 * float(stock_price):
x = 1
elif float(reco_svm[29]) > 1.05 * float(stock_price) and float(
reco_svm[29]) <= 1.1 * float(stock_price):
y = 1
if float(reco_ann[0][0]) > float(stock_price) + 5 and float(
reco_svm[29]) > 1.05 * float(stock_price):
x, y = 1, 1
if (x == 1 and y == 0):
message = "Buy for Short term gains"
elif (y == 1 and x == 0):
message = "Buy for Long term gains"
elif (y == 1 and x == 1):
message = "Buy for short and long term gains"
if symbol in my_stocks:
if float(reco_ann[0][0]) < float(stock_price) + 5 and float(
reco_ann[0]
[0]) > float(stock_price) - 5 and float(
reco_svm[29]) <= 1.05 * float(stock_price) and float(
reco_svm[29]) > 0.95 * float(stock_price):
x, y = 0, 0
if float(
reco_ann[0][0]) < float(stock_price) + 5 and float(
reco_ann[0][0]) > float(stock_price) - 5:
x = 1
elif float(reco_svm[29]
) <= 1.05 * float(stock_price) and float(
reco_svm[29]) > 0.95 * float(stock_price):
y = 1
if float(reco_ann[0][0]) < float(stock_price) + 5 and float(
reco_ann[0][0]) > float(stock_price) - 5 and float(
reco_svm[29]
) <= 1.05 * float(stock_price) and float(
reco_svm[29]) > 0.95 * float(stock_price):
x, y = 1, 1
if (x == 1 and y == 0):
message = "HOLD"
elif (y == 1 and x == 0):
message = "HOLD"
elif (y == 1 and x == 1):
message = "HOLD"
else:
message = "Stock not in your portfolio"
if symbol in my_stocks:
if float(reco_ann[0][0]) < float(stock_price) - 5 and float(
reco_ann[0]
[0]) >= 0.90 * float(stock_price) or float(
reco_svm[29]) < 0.95 * float(stock_price) and float(
reco_svm[29]) > 0.90 * float(stock_price):
x, y = 0, 0
if float(
reco_ann[0][0]) > float(stock_price) - 5 and float(
reco_ann[0][0]) > 0.90 * float(stock_price):
x = 1
elif float(reco_svm[29]
) > 0.95 * float(stock_price) and float(
reco_svm[29]) > 0.90 * float(stock_price):
y = 1
if float(
reco_ann[0][0]) > float(stock_price) - 5 and float(
reco_ann[0]
[0]) >= 0.90 * float(stock_price) and float(
reco_svm[29]
) > 0.95 * float(stock_price) and float(
reco_svm[29]) > 0.90 * float(stock_price):
x, y = 1, 1
if (x == 1 and y == 0):
message = "SELL"
elif (y == 1 and x == 0):
message = "SELL"
elif (y == 1 and x == 1):
message = "SELL"
else:
message = "Stock not in your portfolio"
ann_pred = "Tomorrow's predicted price: " + str(reco_ann[0][0])
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money,
'value_reco': message,
'ann_pred': ann_pred
})
elif which_form == 'buy-sell':
symbol = request.POST.get('stock-symbol', '').strip()
if request.POST.get('buy-stock'):
StockPortfolio.buy(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
elif request.POST.get('sell-stock'):
StockPortfolio.sell(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
def portfolio(request):
'''The main method for all the user functionality'''
user_id = request.user.id
if request.method == 'POST':
which_form = request.POST.get('which-form', '').strip(
) # .strip() with no arguments (or None as the first argument) removes all whitespace at the start and end, including spaces, tabs, newlines and carriage returns.
if which_form == 'find-stock':
symbol = request.POST.get(
'stock', '').strip().split(' ')[0].strip().upper()
if symbol != '':
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
stock_quote = execute_query_alpha(
function="GLOBAL_QUOTE",
symbol=symbol,
)['Global Quote']
print(stock_quote)
return render(
request, 'StockFolio/portfolio.html', {
'stock': stock_quote,
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
# return render(request, 'StockFolio/portfolio.html',
# {'stock': get_current_info(['' + symbol]), 'news': get_news_feed(symbol), 'portfolio': porfolio, 'portfolio_rows': plot(user_id), 'symbols': json.dumps(STOCK_SYMBOLS), 'money': money})
elif which_form == 'download-historical':
return download_historical(
request.POST.get('stock-symbol', '').strip())
elif which_form == 'buy-stock':
symbol = request.POST.get('stock-symbol', '').strip()
StockPortfolio.buy(user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
elif which_form == 'buy-sell':
symbol = request.POST.get('stock-symbol', '').strip()
if request.POST.get('buy-stock'):
StockPortfolio.buy(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
elif request.POST.get('sell-stock'):
StockPortfolio.sell(
user_id, symbol,
request.POST.get('shares', '').strip(),
request.POST.get('cost-per-share', '').strip())
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'stock': get_current_info(['' + symbol]),
'news': get_news_feed(symbol),
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
portfolio_stock = portfolio_stocks(user_id)
money = portfolio_stock['money']
porfolio = portfolio_stock['portfolio_info']
return render(
request, 'StockFolio/portfolio.html', {
'portfolio': porfolio,
'portfolio_rows': plot(user_id),
'symbols': json.dumps(STOCK_SYMBOLS),
'money': money
})
