336 lines
11 KiB
Python
336 lines
11 KiB
Python
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#!/usr/bin/env python3
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"""
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stocks.py - Unified stock management for holdings and watchlist.
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Single source of truth for:
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- Holdings (stocks you own)
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- Watchlist (stocks you're watching to buy)
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Usage:
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from stocks import load_stocks, save_stocks, get_holdings, get_watchlist
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from stocks import add_to_watchlist, add_to_holdings, move_to_holdings
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CLI:
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stocks.py list [--holdings|--watchlist]
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stocks.py add-watchlist TICKER [--target 380] [--notes "Buy zone"]
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stocks.py add-holding TICKER --name "Company" [--category "Tech"]
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stocks.py move TICKER # watchlist → holdings (you bought it)
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stocks.py remove TICKER [--from holdings|watchlist]
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"""
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import argparse
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import json
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import sys
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from datetime import datetime
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from pathlib import Path
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from typing import Optional
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# Default path - can be overridden
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STOCKS_FILE = Path(__file__).parent.parent / "config" / "stocks.json"
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def load_stocks(path: Optional[Path] = None) -> dict:
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"""Load the unified stocks file."""
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path = path or STOCKS_FILE
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if not path.exists():
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return {
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"version": "1.0",
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"updated": datetime.now().strftime("%Y-%m-%d"),
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"holdings": [],
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"watchlist": [],
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"alert_definitions": {}
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}
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with open(path, 'r') as f:
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return json.load(f)
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def save_stocks(data: dict, path: Optional[Path] = None):
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"""Save the unified stocks file."""
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path = path or STOCKS_FILE
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data["updated"] = datetime.now().strftime("%Y-%m-%d")
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with open(path, 'w') as f:
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json.dump(data, f, indent=2)
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def get_holdings(data: Optional[dict] = None) -> list:
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"""Get list of holdings."""
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if data is None:
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data = load_stocks()
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return data.get("holdings", [])
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def get_watchlist(data: Optional[dict] = None) -> list:
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"""Get list of watchlist items."""
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if data is None:
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data = load_stocks()
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return data.get("watchlist", [])
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def get_holding_tickers(data: Optional[dict] = None) -> set:
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"""Get set of holding tickers for quick lookup."""
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holdings = get_holdings(data)
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return {h.get("ticker") for h in holdings}
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def get_watchlist_tickers(data: Optional[dict] = None) -> set:
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"""Get set of watchlist tickers for quick lookup."""
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watchlist = get_watchlist(data)
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return {w.get("ticker") for w in watchlist}
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def add_to_watchlist(
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ticker: str,
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target: Optional[float] = None,
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stop: Optional[float] = None,
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notes: str = "",
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alerts: Optional[list] = None
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) -> bool:
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"""Add a stock to the watchlist."""
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data = load_stocks()
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# Check if already in watchlist
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for w in data["watchlist"]:
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if w.get("ticker") == ticker:
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# Update existing
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if target is not None:
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w["target"] = target
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if stop is not None:
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w["stop"] = stop
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if notes:
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w["notes"] = notes
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if alerts is not None:
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w["alerts"] = alerts
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save_stocks(data)
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return True
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# Add new
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data["watchlist"].append({
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"ticker": ticker,
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"target": target,
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"stop": stop,
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"alerts": alerts or [],
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"notes": notes
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})
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data["watchlist"].sort(key=lambda x: x.get("ticker", ""))
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save_stocks(data)
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return True
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def add_to_holdings(
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ticker: str,
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name: str = "",
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category: str = "",
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notes: str = "",
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target: Optional[float] = None,
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stop: Optional[float] = None,
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alerts: Optional[list] = None
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) -> bool:
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"""Add a stock to holdings. Target/stop for 'buy more' alerts."""
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data = load_stocks()
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# Check if already in holdings
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for h in data["holdings"]:
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if h.get("ticker") == ticker:
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# Update existing
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if name:
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h["name"] = name
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if category:
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h["category"] = category
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if notes:
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h["notes"] = notes
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if target is not None:
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h["target"] = target
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if stop is not None:
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h["stop"] = stop
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if alerts is not None:
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h["alerts"] = alerts
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save_stocks(data)
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return True
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# Add new
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data["holdings"].append({
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"ticker": ticker,
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"name": name,
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"category": category,
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"notes": notes,
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"target": target,
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"stop": stop,
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"alerts": alerts or []
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})
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data["holdings"].sort(key=lambda x: x.get("ticker", ""))
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save_stocks(data)
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return True
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def move_to_holdings(
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ticker: str,
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name: str = "",
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category: str = "",
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notes: str = ""
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) -> bool:
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"""Move a stock from watchlist to holdings (you bought it)."""
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data = load_stocks()
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# Find in watchlist
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watchlist_item = None
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for i, w in enumerate(data["watchlist"]):
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if w.get("ticker") == ticker:
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watchlist_item = data["watchlist"].pop(i)
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break
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if not watchlist_item:
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print(f"⚠️ {ticker} not found in watchlist", file=sys.stderr)
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return False
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# Add to holdings
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data["holdings"].append({
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"ticker": ticker,
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"name": name or watchlist_item.get("notes", ""),
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"category": category,
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"notes": notes or f"Bought (was on watchlist with target ${watchlist_item.get('target', 'N/A')})"
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})
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data["holdings"].sort(key=lambda x: x.get("ticker", ""))
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save_stocks(data)
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return True
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def remove_stock(ticker: str, from_list: str = "both") -> bool:
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"""Remove a stock from holdings, watchlist, or both."""
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data = load_stocks()
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removed = False
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if from_list in ("holdings", "both"):
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original_len = len(data["holdings"])
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data["holdings"] = [h for h in data["holdings"] if h.get("ticker") != ticker]
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if len(data["holdings"]) < original_len:
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removed = True
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if from_list in ("watchlist", "both"):
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original_len = len(data["watchlist"])
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data["watchlist"] = [w for w in data["watchlist"] if w.get("ticker") != ticker]
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if len(data["watchlist"]) < original_len:
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removed = True
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if removed:
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save_stocks(data)
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return removed
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def list_stocks(show_holdings: bool = True, show_watchlist: bool = True):
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"""Print stocks list."""
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data = load_stocks()
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if show_holdings:
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print(f"\n📊 HOLDINGS ({len(data['holdings'])})")
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print("-" * 50)
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for h in data["holdings"][:20]:
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print(f" {h['ticker']:10} {h.get('name', '')[:30]}")
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if len(data["holdings"]) > 20:
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print(f" ... and {len(data['holdings']) - 20} more")
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if show_watchlist:
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print(f"\n👀 WATCHLIST ({len(data['watchlist'])})")
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print("-" * 50)
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for w in data["watchlist"][:20]:
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target = f"${w['target']}" if w.get('target') else "no target"
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print(f" {w['ticker']:10} {target:>10} {w.get('notes', '')[:25]}")
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if len(data["watchlist"]) > 20:
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print(f" ... and {len(data['watchlist']) - 20} more")
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def main():
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parser = argparse.ArgumentParser(description="Unified stock management")
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subparsers = parser.add_subparsers(dest="command", help="Commands")
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# list
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list_parser = subparsers.add_parser("list", help="List stocks")
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list_parser.add_argument("--holdings", action="store_true", help="Show only holdings")
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list_parser.add_argument("--watchlist", action="store_true", help="Show only watchlist")
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# add-watchlist
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add_watch = subparsers.add_parser("add-watchlist", help="Add to watchlist")
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add_watch.add_argument("ticker", help="Stock ticker")
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add_watch.add_argument("--target", type=float, help="Target price")
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add_watch.add_argument("--stop", type=float, help="Stop loss")
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add_watch.add_argument("--notes", default="", help="Notes")
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# add-holding
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add_hold = subparsers.add_parser("add-holding", help="Add to holdings")
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add_hold.add_argument("ticker", help="Stock ticker")
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add_hold.add_argument("--name", default="", help="Company name")
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add_hold.add_argument("--category", default="", help="Category")
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add_hold.add_argument("--notes", default="", help="Notes")
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add_hold.add_argument("--target", type=float, help="Buy-more target price")
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add_hold.add_argument("--stop", type=float, help="Stop loss price")
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# move (watchlist → holdings)
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move = subparsers.add_parser("move", help="Move from watchlist to holdings")
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move.add_argument("ticker", help="Stock ticker")
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move.add_argument("--name", default="", help="Company name")
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move.add_argument("--category", default="", help="Category")
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# remove
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remove = subparsers.add_parser("remove", help="Remove stock")
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remove.add_argument("ticker", help="Stock ticker")
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remove.add_argument("--from", dest="from_list", choices=["holdings", "watchlist", "both"],
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default="both", help="Remove from which list")
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# set-alert (for existing holdings)
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set_alert = subparsers.add_parser("set-alert", help="Set buy-more/stop alert on holding")
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set_alert.add_argument("ticker", help="Stock ticker")
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set_alert.add_argument("--target", type=float, help="Buy-more target price")
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set_alert.add_argument("--stop", type=float, help="Stop loss price")
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args = parser.parse_args()
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if args.command == "list":
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show_h = not args.watchlist or args.holdings
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show_w = not args.holdings or args.watchlist
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if not args.holdings and not args.watchlist:
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show_h = show_w = True
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list_stocks(show_holdings=show_h, show_watchlist=show_w)
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elif args.command == "add-watchlist":
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add_to_watchlist(args.ticker.upper(), args.target, args.stop, args.notes)
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print(f"✅ Added {args.ticker.upper()} to watchlist")
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elif args.command == "add-holding":
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add_to_holdings(args.ticker.upper(), args.name, args.category, args.notes,
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args.target, args.stop)
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print(f"✅ Added {args.ticker.upper()} to holdings")
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elif args.command == "move":
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if move_to_holdings(args.ticker.upper(), args.name, args.category):
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print(f"✅ Moved {args.ticker.upper()} from watchlist to holdings")
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elif args.command == "remove":
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if remove_stock(args.ticker.upper(), args.from_list):
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print(f"✅ Removed {args.ticker.upper()}")
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else:
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print(f"⚠️ {args.ticker.upper()} not found")
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elif args.command == "set-alert":
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data = load_stocks()
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found = False
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for h in data["holdings"]:
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if h.get("ticker") == args.ticker.upper():
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if args.target is not None:
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h["target"] = args.target
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if args.stop is not None:
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h["stop"] = args.stop
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save_stocks(data)
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found = True
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print(f"✅ Set alert on {args.ticker.upper()}: target=${args.target}, stop=${args.stop}")
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break
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if not found:
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print(f"⚠️ {args.ticker.upper()} not found in holdings")
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else:
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parser.print_help()
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if __name__ == "__main__":
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main()
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