415 lines
94 KiB
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415 lines
94 KiB
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<title>Coverage for scripts/portfolio.py: 32%</title>
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<span class="text">Coverage for </span><b>scripts / portfolio.py</b>:
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<span class="pc_cov">32%</span>
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<a class="nav" href="https://coverage.readthedocs.io/en/7.13.2">coverage.py v7.13.2</a>,
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created at 2026-02-01 16:34 -0800
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<p class="pln"><span class="n"><a id="t1" href="#t1">1</a></span><span class="t"><span class="com">#!/usr/bin/env python3</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t2" href="#t2">2</a></span><span class="t"><span class="str">"""</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t3" href="#t3">3</a></span><span class="t"><span class="str">Portfolio Manager - CRUD operations for stock watchlist.</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t4" href="#t4">4</a></span><span class="t"><span class="str">"""</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t5" href="#t5">5</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t6" href="#t6">6</a></span><span class="t"><span class="key">import</span> <span class="nam">argparse</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t7" href="#t7">7</a></span><span class="t"><span class="key">import</span> <span class="nam">csv</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t8" href="#t8">8</a></span><span class="t"><span class="key">import</span> <span class="nam">sys</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t9" href="#t9">9</a></span><span class="t"><span class="key">from</span> <span class="nam">pathlib</span> <span class="key">import</span> <span class="nam">Path</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t10" href="#t10">10</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t11" href="#t11">11</a></span><span class="t"><span class="nam">PORTFOLIO_FILE</span> <span class="op">=</span> <span class="nam">Path</span><span class="op">(</span><span class="nam">__file__</span><span class="op">)</span><span class="op">.</span><span class="nam">parent</span><span class="op">.</span><span class="nam">parent</span> <span class="op">/</span> <span class="str">"config"</span> <span class="op">/</span> <span class="str">"portfolio.csv"</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t12" href="#t12">12</a></span><span class="t"><span class="nam">REQUIRED_COLUMNS</span> <span class="op">=</span> <span class="op">[</span><span class="str">'symbol'</span><span class="op">,</span> <span class="str">'name'</span><span class="op">]</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t13" href="#t13">13</a></span><span class="t"><span class="nam">DEFAULT_COLUMNS</span> <span class="op">=</span> <span class="op">[</span><span class="str">'symbol'</span><span class="op">,</span> <span class="str">'name'</span><span class="op">,</span> <span class="str">'category'</span><span class="op">,</span> <span class="str">'notes'</span><span class="op">,</span> <span class="str">'type'</span><span class="op">]</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t14" href="#t14">14</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t15" href="#t15">15</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t16" href="#t16">16</a></span><span class="t"><span class="key">def</span> <span class="nam">validate_portfolio_csv</span><span class="op">(</span><span class="nam">path</span><span class="op">:</span> <span class="nam">Path</span><span class="op">)</span> <span class="op">-></span> <span class="nam">tuple</span><span class="op">[</span><span class="nam">bool</span><span class="op">,</span> <span class="nam">list</span><span class="op">[</span><span class="nam">str</span><span class="op">]</span><span class="op">]</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t17" href="#t17">17</a></span><span class="t"> <span class="str">"""</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t18" href="#t18">18</a></span><span class="t"><span class="str"> Validate portfolio CSV file for common issues.</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t19" href="#t19">19</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t20" href="#t20">20</a></span><span class="t"><span class="str"> Returns:</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t21" href="#t21">21</a></span><span class="t"><span class="str"> Tuple of (is_valid, list of warnings)</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t22" href="#t22">22</a></span><span class="t"><span class="str"> """</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t23" href="#t23">23</a></span><span class="t"> <span class="nam">warnings</span> <span class="op">=</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t24" href="#t24">24</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t25" href="#t25">25</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">path</span><span class="op">.</span><span class="nam">exists</span><span class="op">(</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t26" href="#t26">26</a></span><span class="t"> <span class="key">return</span> <span class="key">True</span><span class="op">,</span> <span class="nam">warnings</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t27" href="#t27">27</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t28" href="#t28">28</a></span><span class="t"> <span class="key">try</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t29" href="#t29">29</a></span><span class="t"> <span class="key">with</span> <span class="nam">open</span><span class="op">(</span><span class="nam">path</span><span class="op">,</span> <span class="str">'r'</span><span class="op">,</span> <span class="nam">encoding</span><span class="op">=</span><span class="str">'utf-8'</span><span class="op">)</span> <span class="key">as</span> <span class="nam">f</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t30" href="#t30">30</a></span><span class="t"> <span class="com"># Check for encoding issues</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t31" href="#t31">31</a></span><span class="t"> <span class="nam">content</span> <span class="op">=</span> <span class="nam">f</span><span class="op">.</span><span class="nam">read</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t32" href="#t32">32</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t33" href="#t33">33</a></span><span class="t"> <span class="key">with</span> <span class="nam">open</span><span class="op">(</span><span class="nam">path</span><span class="op">,</span> <span class="str">'r'</span><span class="op">,</span> <span class="nam">encoding</span><span class="op">=</span><span class="str">'utf-8'</span><span class="op">)</span> <span class="key">as</span> <span class="nam">f</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t34" href="#t34">34</a></span><span class="t"> <span class="nam">reader</span> <span class="op">=</span> <span class="nam">csv</span><span class="op">.</span><span class="nam">DictReader</span><span class="op">(</span><span class="nam">f</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t35" href="#t35">35</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t36" href="#t36">36</a></span><span class="t"> <span class="com"># Check required columns</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t37" href="#t37">37</a></span><span class="t"> <span class="key">if</span> <span class="nam">reader</span><span class="op">.</span><span class="nam">fieldnames</span> <span class="key">is</span> <span class="key">None</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t38" href="#t38">38</a></span><span class="t"> <span class="nam">warnings</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="str">"CSV appears to be empty"</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t39" href="#t39">39</a></span><span class="t"> <span class="key">return</span> <span class="key">False</span><span class="op">,</span> <span class="nam">warnings</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t40" href="#t40">40</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t41" href="#t41">41</a></span><span class="t"> <span class="nam">missing_cols</span> <span class="op">=</span> <span class="nam">set</span><span class="op">(</span><span class="nam">REQUIRED_COLUMNS</span><span class="op">)</span> <span class="op">-</span> <span class="nam">set</span><span class="op">(</span><span class="nam">reader</span><span class="op">.</span><span class="nam">fieldnames</span> <span class="key">or</span> <span class="op">[</span><span class="op">]</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t42" href="#t42">42</a></span><span class="t"> <span class="key">if</span> <span class="nam">missing_cols</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t43" href="#t43">43</a></span><span class="t"> <span class="nam">warnings</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="str">f"Missing required columns: {', '.join(missing_cols)}"</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t44" href="#t44">44</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t45" href="#t45">45</a></span><span class="t"> <span class="com"># Check for duplicate symbols</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t46" href="#t46">46</a></span><span class="t"> <span class="nam">symbols</span> <span class="op">=</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t47" href="#t47">47</a></span><span class="t"> <span class="key">for</span> <span class="nam">row</span> <span class="key">in</span> <span class="nam">reader</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t48" href="#t48">48</a></span><span class="t"> <span class="nam">symbol</span> <span class="op">=</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'symbol'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span><span class="op">.</span><span class="nam">strip</span><span class="op">(</span><span class="op">)</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t49" href="#t49">49</a></span><span class="t"> <span class="key">if</span> <span class="nam">symbol</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t50" href="#t50">50</a></span><span class="t"> <span class="nam">symbols</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="nam">symbol</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t51" href="#t51">51</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t52" href="#t52">52</a></span><span class="t"> <span class="nam">duplicates</span> <span class="op">=</span> <span class="op">[</span><span class="nam">s</span> <span class="key">for</span> <span class="nam">s</span> <span class="key">in</span> <span class="nam">set</span><span class="op">(</span><span class="nam">symbols</span><span class="op">)</span> <span class="key">if</span> <span class="nam">symbols</span><span class="op">.</span><span class="nam">count</span><span class="op">(</span><span class="nam">s</span><span class="op">)</span> <span class="op">></span> <span class="num">1</span><span class="op">]</span> </span><span class="r"></span></p>
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<p class="run"><span class="n"><a id="t53" href="#t53">53</a></span><span class="t"> <span class="key">if</span> <span class="nam">duplicates</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t54" href="#t54">54</a></span><span class="t"> <span class="nam">warnings</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="str">f"Duplicate symbols found: {', '.join(duplicates)}"</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t55" href="#t55">55</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t56" href="#t56">56</a></span><span class="t"> <span class="key">except</span> <span class="nam">UnicodeDecodeError</span><span class="op">:</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t57" href="#t57">57</a></span><span class="t"> <span class="nam">warnings</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="str">"File encoding issue - try saving as UTF-8"</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t58" href="#t58">58</a></span><span class="t"> <span class="key">except</span> <span class="nam">Exception</span> <span class="key">as</span> <span class="nam">e</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t59" href="#t59">59</a></span><span class="t"> <span class="nam">warnings</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="str">f"Error reading portfolio: {e}"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t60" href="#t60">60</a></span><span class="t"> <span class="key">return</span> <span class="key">False</span><span class="op">,</span> <span class="nam">warnings</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t61" href="#t61">61</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t62" href="#t62">62</a></span><span class="t"> <span class="key">return</span> <span class="key">True</span><span class="op">,</span> <span class="nam">warnings</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t63" href="#t63">63</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t64" href="#t64">64</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t65" href="#t65">65</a></span><span class="t"><span class="key">def</span> <span class="nam">load_portfolio</span><span class="op">(</span><span class="op">)</span> <span class="op">-></span> <span class="nam">list</span><span class="op">[</span><span class="nam">dict</span><span class="op">]</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t66" href="#t66">66</a></span><span class="t"> <span class="str">"""Load portfolio from CSV with validation."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t67" href="#t67">67</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">PORTFOLIO_FILE</span><span class="op">.</span><span class="nam">exists</span><span class="op">(</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t68" href="#t68">68</a></span><span class="t"> <span class="key">return</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t69" href="#t69">69</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t70" href="#t70">70</a></span><span class="t"> <span class="com"># Validate first</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t71" href="#t71">71</a></span><span class="t"> <span class="nam">is_valid</span><span class="op">,</span> <span class="nam">warnings</span> <span class="op">=</span> <span class="nam">validate_portfolio_csv</span><span class="op">(</span><span class="nam">PORTFOLIO_FILE</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t72" href="#t72">72</a></span><span class="t"> <span class="key">for</span> <span class="nam">warning</span> <span class="key">in</span> <span class="nam">warnings</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t73" href="#t73">73</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"⚠️ Portfolio warning: {warning}"</span><span class="op">,</span> <span class="nam">file</span><span class="op">=</span><span class="nam">sys</span><span class="op">.</span><span class="nam">stderr</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t74" href="#t74">74</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t75" href="#t75">75</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">is_valid</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t76" href="#t76">76</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">"⚠️ Portfolio has errors - returning empty"</span><span class="op">,</span> <span class="nam">file</span><span class="op">=</span><span class="nam">sys</span><span class="op">.</span><span class="nam">stderr</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t77" href="#t77">77</a></span><span class="t"> <span class="key">return</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t78" href="#t78">78</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t79" href="#t79">79</a></span><span class="t"> <span class="key">try</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t80" href="#t80">80</a></span><span class="t"> <span class="key">with</span> <span class="nam">open</span><span class="op">(</span><span class="nam">PORTFOLIO_FILE</span><span class="op">,</span> <span class="str">'r'</span><span class="op">,</span> <span class="nam">encoding</span><span class="op">=</span><span class="str">'utf-8'</span><span class="op">)</span> <span class="key">as</span> <span class="nam">f</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t81" href="#t81">81</a></span><span class="t"> <span class="nam">reader</span> <span class="op">=</span> <span class="nam">csv</span><span class="op">.</span><span class="nam">DictReader</span><span class="op">(</span><span class="nam">f</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t82" href="#t82">82</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t83" href="#t83">83</a></span><span class="t"> <span class="com"># Normalize data</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t84" href="#t84">84</a></span><span class="t"> <span class="nam">portfolio</span> <span class="op">=</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t85" href="#t85">85</a></span><span class="t"> <span class="nam">seen_symbols</span> <span class="op">=</span> <span class="nam">set</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t86" href="#t86">86</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t87" href="#t87">87</a></span><span class="t"> <span class="key">for</span> <span class="nam">row</span> <span class="key">in</span> <span class="nam">reader</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t88" href="#t88">88</a></span><span class="t"> <span class="nam">symbol</span> <span class="op">=</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'symbol'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span><span class="op">.</span><span class="nam">strip</span><span class="op">(</span><span class="op">)</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t89" href="#t89">89</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">symbol</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t90" href="#t90">90</a></span><span class="t"> <span class="key">continue</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t91" href="#t91">91</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t92" href="#t92">92</a></span><span class="t"> <span class="com"># Skip duplicates (keep first occurrence)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t93" href="#t93">93</a></span><span class="t"> <span class="key">if</span> <span class="nam">symbol</span> <span class="key">in</span> <span class="nam">seen_symbols</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t94" href="#t94">94</a></span><span class="t"> <span class="key">continue</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t95" href="#t95">95</a></span><span class="t"> <span class="nam">seen_symbols</span><span class="op">.</span><span class="nam">add</span><span class="op">(</span><span class="nam">symbol</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t96" href="#t96">96</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t97" href="#t97">97</a></span><span class="t"> <span class="nam">portfolio</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="op">{</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run run2"><span class="n"><a id="t98" href="#t98">98</a></span><span class="t"> <span class="str">'symbol'</span><span class="op">:</span> <span class="nam">symbol</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run run2"><span class="n"><a id="t99" href="#t99">99</a></span><span class="t"> <span class="str">'name'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'name'</span><span class="op">,</span> <span class="nam">symbol</span><span class="op">)</span> <span class="key">or</span> <span class="nam">symbol</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run run2"><span class="n"><a id="t100" href="#t100">100</a></span><span class="t"> <span class="str">'category'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'category'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span> <span class="key">or</span> <span class="str">''</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run run2"><span class="n"><a id="t101" href="#t101">101</a></span><span class="t"> <span class="str">'notes'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'notes'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span> <span class="key">or</span> <span class="str">''</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run run2"><span class="n"><a id="t102" href="#t102">102</a></span><span class="t"> <span class="str">'type'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'type'</span><span class="op">,</span> <span class="str">'Watchlist'</span><span class="op">)</span> <span class="key">or</span> <span class="str">'Watchlist'</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run run2"><span class="n"><a id="t103" href="#t103">103</a></span><span class="t"> <span class="op">}</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t104" href="#t104">104</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t105" href="#t105">105</a></span><span class="t"> <span class="key">return</span> <span class="nam">portfolio</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t106" href="#t106">106</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t107" href="#t107">107</a></span><span class="t"> <span class="key">except</span> <span class="nam">Exception</span> <span class="key">as</span> <span class="nam">e</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t108" href="#t108">108</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"⚠️ Error loading portfolio: {e}"</span><span class="op">,</span> <span class="nam">file</span><span class="op">=</span><span class="nam">sys</span><span class="op">.</span><span class="nam">stderr</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t109" href="#t109">109</a></span><span class="t"> <span class="key">return</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t110" href="#t110">110</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t111" href="#t111">111</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t112" href="#t112">112</a></span><span class="t"><span class="key">def</span> <span class="nam">save_portfolio</span><span class="op">(</span><span class="nam">portfolio</span><span class="op">:</span> <span class="nam">list</span><span class="op">[</span><span class="nam">dict</span><span class="op">]</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t113" href="#t113">113</a></span><span class="t"> <span class="str">"""Save portfolio to CSV."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t114" href="#t114">114</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">portfolio</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t115" href="#t115">115</a></span><span class="t"> <span class="nam">PORTFOLIO_FILE</span><span class="op">.</span><span class="nam">write_text</span><span class="op">(</span><span class="str">"symbol,name,category,notes,type\n"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t116" href="#t116">116</a></span><span class="t"> <span class="key">return</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t117" href="#t117">117</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t118" href="#t118">118</a></span><span class="t"> <span class="key">with</span> <span class="nam">open</span><span class="op">(</span><span class="nam">PORTFOLIO_FILE</span><span class="op">,</span> <span class="str">'w'</span><span class="op">,</span> <span class="nam">newline</span><span class="op">=</span><span class="str">''</span><span class="op">)</span> <span class="key">as</span> <span class="nam">f</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t119" href="#t119">119</a></span><span class="t"> <span class="nam">writer</span> <span class="op">=</span> <span class="nam">csv</span><span class="op">.</span><span class="nam">DictWriter</span><span class="op">(</span><span class="nam">f</span><span class="op">,</span> <span class="nam">fieldnames</span><span class="op">=</span><span class="op">[</span><span class="str">'symbol'</span><span class="op">,</span> <span class="str">'name'</span><span class="op">,</span> <span class="str">'category'</span><span class="op">,</span> <span class="str">'notes'</span><span class="op">,</span> <span class="str">'type'</span><span class="op">]</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t120" href="#t120">120</a></span><span class="t"> <span class="nam">writer</span><span class="op">.</span><span class="nam">writeheader</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t121" href="#t121">121</a></span><span class="t"> <span class="nam">writer</span><span class="op">.</span><span class="nam">writerows</span><span class="op">(</span><span class="nam">portfolio</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t122" href="#t122">122</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t123" href="#t123">123</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t124" href="#t124">124</a></span><span class="t"><span class="key">def</span> <span class="nam">list_portfolio</span><span class="op">(</span><span class="nam">args</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t125" href="#t125">125</a></span><span class="t"> <span class="str">"""List all stocks in portfolio."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t126" href="#t126">126</a></span><span class="t"> <span class="nam">portfolio</span> <span class="op">=</span> <span class="nam">load_portfolio</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t127" href="#t127">127</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t128" href="#t128">128</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">portfolio</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t129" href="#t129">129</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">"📂 Portfolio is empty. Use 'portfolio add <SYMBOL>' to add stocks."</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t130" href="#t130">130</a></span><span class="t"> <span class="key">return</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t131" href="#t131">131</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t132" href="#t132">132</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"\n📊 Portfolio ({len(portfolio)} stocks)\n"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t133" href="#t133">133</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t134" href="#t134">134</a></span><span class="t"> <span class="com"># Group by Type then Category</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t135" href="#t135">135</a></span><span class="t"> <span class="nam">by_type</span> <span class="op">=</span> <span class="op">{</span><span class="op">}</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t136" href="#t136">136</a></span><span class="t"> <span class="key">for</span> <span class="nam">stock</span> <span class="key">in</span> <span class="nam">portfolio</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t137" href="#t137">137</a></span><span class="t"> <span class="nam">t</span> <span class="op">=</span> <span class="nam">stock</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'type'</span><span class="op">,</span> <span class="str">'Watchlist'</span><span class="op">)</span> <span class="key">or</span> <span class="str">'Watchlist'</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t138" href="#t138">138</a></span><span class="t"> <span class="key">if</span> <span class="nam">t</span> <span class="key">not</span> <span class="key">in</span> <span class="nam">by_type</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t139" href="#t139">139</a></span><span class="t"> <span class="nam">by_type</span><span class="op">[</span><span class="nam">t</span><span class="op">]</span> <span class="op">=</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t140" href="#t140">140</a></span><span class="t"> <span class="nam">by_type</span><span class="op">[</span><span class="nam">t</span><span class="op">]</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="nam">stock</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t141" href="#t141">141</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t142" href="#t142">142</a></span><span class="t"> <span class="key">for</span> <span class="nam">t</span><span class="op">,</span> <span class="nam">type_stocks</span> <span class="key">in</span> <span class="nam">by_type</span><span class="op">.</span><span class="nam">items</span><span class="op">(</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
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|
<p class="mis show_mis"><span class="n"><a id="t143" href="#t143">143</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"# {t}"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t144" href="#t144">144</a></span><span class="t"> <span class="nam">categories</span> <span class="op">=</span> <span class="op">{</span><span class="op">}</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t145" href="#t145">145</a></span><span class="t"> <span class="key">for</span> <span class="nam">stock</span> <span class="key">in</span> <span class="nam">type_stocks</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t146" href="#t146">146</a></span><span class="t"> <span class="nam">cat</span> <span class="op">=</span> <span class="nam">stock</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'category'</span><span class="op">,</span> <span class="str">'Other'</span><span class="op">)</span> <span class="key">or</span> <span class="str">'Other'</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t147" href="#t147">147</a></span><span class="t"> <span class="key">if</span> <span class="nam">cat</span> <span class="key">not</span> <span class="key">in</span> <span class="nam">categories</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t148" href="#t148">148</a></span><span class="t"> <span class="nam">categories</span><span class="op">[</span><span class="nam">cat</span><span class="op">]</span> <span class="op">=</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t149" href="#t149">149</a></span><span class="t"> <span class="nam">categories</span><span class="op">[</span><span class="nam">cat</span><span class="op">]</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="nam">stock</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t150" href="#t150">150</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t151" href="#t151">151</a></span><span class="t"> <span class="key">for</span> <span class="nam">cat</span><span class="op">,</span> <span class="nam">stocks</span> <span class="key">in</span> <span class="nam">categories</span><span class="op">.</span><span class="nam">items</span><span class="op">(</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t152" href="#t152">152</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"### {cat}"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t153" href="#t153">153</a></span><span class="t"> <span class="key">for</span> <span class="nam">s</span> <span class="key">in</span> <span class="nam">stocks</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t154" href="#t154">154</a></span><span class="t"> <span class="nam">notes</span> <span class="op">=</span> <span class="str">f" — {s['notes']}"</span> <span class="key">if</span> <span class="nam">s</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'notes'</span><span class="op">)</span> <span class="key">else</span> <span class="str">""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t155" href="#t155">155</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f" • {s['symbol']}: {s['name']}{notes}"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t156" href="#t156">156</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t157" href="#t157">157</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t158" href="#t158">158</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t159" href="#t159">159</a></span><span class="t"><span class="key">def</span> <span class="nam">add_stock</span><span class="op">(</span><span class="nam">args</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t160" href="#t160">160</a></span><span class="t"> <span class="str">"""Add a stock to portfolio."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t161" href="#t161">161</a></span><span class="t"> <span class="nam">portfolio</span> <span class="op">=</span> <span class="nam">load_portfolio</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t162" href="#t162">162</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t163" href="#t163">163</a></span><span class="t"> <span class="com"># Check if already exists</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t164" href="#t164">164</a></span><span class="t"> <span class="key">if</span> <span class="nam">any</span><span class="op">(</span><span class="nam">s</span><span class="op">[</span><span class="str">'symbol'</span><span class="op">]</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span> <span class="op">==</span> <span class="nam">args</span><span class="op">.</span><span class="nam">symbol</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span> <span class="key">for</span> <span class="nam">s</span> <span class="key">in</span> <span class="nam">portfolio</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t165" href="#t165">165</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"⚠️ {args.symbol.upper()} already in portfolio"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t166" href="#t166">166</a></span><span class="t"> <span class="key">return</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t167" href="#t167">167</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t168" href="#t168">168</a></span><span class="t"> <span class="nam">new_stock</span> <span class="op">=</span> <span class="op">{</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t169" href="#t169">169</a></span><span class="t"> <span class="str">'symbol'</span><span class="op">:</span> <span class="nam">args</span><span class="op">.</span><span class="nam">symbol</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t170" href="#t170">170</a></span><span class="t"> <span class="str">'name'</span><span class="op">:</span> <span class="nam">args</span><span class="op">.</span><span class="nam">name</span> <span class="key">or</span> <span class="nam">args</span><span class="op">.</span><span class="nam">symbol</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t171" href="#t171">171</a></span><span class="t"> <span class="str">'category'</span><span class="op">:</span> <span class="nam">args</span><span class="op">.</span><span class="nam">category</span> <span class="key">or</span> <span class="str">''</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t172" href="#t172">172</a></span><span class="t"> <span class="str">'notes'</span><span class="op">:</span> <span class="nam">args</span><span class="op">.</span><span class="nam">notes</span> <span class="key">or</span> <span class="str">''</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t173" href="#t173">173</a></span><span class="t"> <span class="str">'type'</span><span class="op">:</span> <span class="nam">args</span><span class="op">.</span><span class="nam">type</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t174" href="#t174">174</a></span><span class="t"> <span class="op">}</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t175" href="#t175">175</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t176" href="#t176">176</a></span><span class="t"> <span class="nam">portfolio</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="nam">new_stock</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t177" href="#t177">177</a></span><span class="t"> <span class="nam">save_portfolio</span><span class="op">(</span><span class="nam">portfolio</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t178" href="#t178">178</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"✅ Added {args.symbol.upper()} to portfolio ({args.type})"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t179" href="#t179">179</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t180" href="#t180">180</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t181" href="#t181">181</a></span><span class="t"><span class="key">def</span> <span class="nam">remove_stock</span><span class="op">(</span><span class="nam">args</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t182" href="#t182">182</a></span><span class="t"> <span class="str">"""Remove a stock from portfolio."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t183" href="#t183">183</a></span><span class="t"> <span class="nam">portfolio</span> <span class="op">=</span> <span class="nam">load_portfolio</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t184" href="#t184">184</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t185" href="#t185">185</a></span><span class="t"> <span class="nam">original_len</span> <span class="op">=</span> <span class="nam">len</span><span class="op">(</span><span class="nam">portfolio</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t186" href="#t186">186</a></span><span class="t"> <span class="nam">portfolio</span> <span class="op">=</span> <span class="op">[</span><span class="nam">s</span> <span class="key">for</span> <span class="nam">s</span> <span class="key">in</span> <span class="nam">portfolio</span> <span class="key">if</span> <span class="nam">s</span><span class="op">[</span><span class="str">'symbol'</span><span class="op">]</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span> <span class="op">!=</span> <span class="nam">args</span><span class="op">.</span><span class="nam">symbol</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t187" href="#t187">187</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t188" href="#t188">188</a></span><span class="t"> <span class="key">if</span> <span class="nam">len</span><span class="op">(</span><span class="nam">portfolio</span><span class="op">)</span> <span class="op">==</span> <span class="nam">original_len</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t189" href="#t189">189</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"⚠️ {args.symbol.upper()} not found in portfolio"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t190" href="#t190">190</a></span><span class="t"> <span class="key">return</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t191" href="#t191">191</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t192" href="#t192">192</a></span><span class="t"> <span class="nam">save_portfolio</span><span class="op">(</span><span class="nam">portfolio</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t193" href="#t193">193</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"✅ Removed {args.symbol.upper()} from portfolio"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t194" href="#t194">194</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t195" href="#t195">195</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t196" href="#t196">196</a></span><span class="t"><span class="key">def</span> <span class="nam">import_csv</span><span class="op">(</span><span class="nam">args</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t197" href="#t197">197</a></span><span class="t"> <span class="str">"""Import portfolio from external CSV."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t198" href="#t198">198</a></span><span class="t"> <span class="nam">import_path</span> <span class="op">=</span> <span class="nam">Path</span><span class="op">(</span><span class="nam">args</span><span class="op">.</span><span class="nam">file</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t199" href="#t199">199</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t200" href="#t200">200</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">import_path</span><span class="op">.</span><span class="nam">exists</span><span class="op">(</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t201" href="#t201">201</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"❌ File not found: {args.file}"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t202" href="#t202">202</a></span><span class="t"> <span class="nam">sys</span><span class="op">.</span><span class="nam">exit</span><span class="op">(</span><span class="num">1</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t203" href="#t203">203</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t204" href="#t204">204</a></span><span class="t"> <span class="key">with</span> <span class="nam">open</span><span class="op">(</span><span class="nam">import_path</span><span class="op">,</span> <span class="str">'r'</span><span class="op">)</span> <span class="key">as</span> <span class="nam">f</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t205" href="#t205">205</a></span><span class="t"> <span class="nam">reader</span> <span class="op">=</span> <span class="nam">csv</span><span class="op">.</span><span class="nam">DictReader</span><span class="op">(</span><span class="nam">f</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t206" href="#t206">206</a></span><span class="t"> <span class="nam">imported</span> <span class="op">=</span> <span class="nam">list</span><span class="op">(</span><span class="nam">reader</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t207" href="#t207">207</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t208" href="#t208">208</a></span><span class="t"> <span class="com"># Normalize fields</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t209" href="#t209">209</a></span><span class="t"> <span class="nam">normalized</span> <span class="op">=</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t210" href="#t210">210</a></span><span class="t"> <span class="key">for</span> <span class="nam">row</span> <span class="key">in</span> <span class="nam">imported</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t211" href="#t211">211</a></span><span class="t"> <span class="nam">normalized</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="op">{</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t212" href="#t212">212</a></span><span class="t"> <span class="str">'symbol'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'symbol'</span><span class="op">,</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'Symbol'</span><span class="op">,</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'ticker'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span><span class="op">)</span><span class="op">)</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t213" href="#t213">213</a></span><span class="t"> <span class="str">'name'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'name'</span><span class="op">,</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'Name'</span><span class="op">,</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'company'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span><span class="op">)</span><span class="op">)</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t214" href="#t214">214</a></span><span class="t"> <span class="str">'category'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'category'</span><span class="op">,</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'Category'</span><span class="op">,</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'sector'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span><span class="op">)</span><span class="op">)</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t215" href="#t215">215</a></span><span class="t"> <span class="str">'notes'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'notes'</span><span class="op">,</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'Notes'</span><span class="op">,</span> <span class="str">''</span><span class="op">)</span><span class="op">)</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t216" href="#t216">216</a></span><span class="t"> <span class="str">'type'</span><span class="op">:</span> <span class="nam">row</span><span class="op">.</span><span class="nam">get</span><span class="op">(</span><span class="str">'type'</span><span class="op">,</span> <span class="str">'Watchlist'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t217" href="#t217">217</a></span><span class="t"> <span class="op">}</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t218" href="#t218">218</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t219" href="#t219">219</a></span><span class="t"> <span class="nam">save_portfolio</span><span class="op">(</span><span class="nam">normalized</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t220" href="#t220">220</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"✅ Imported {len(normalized)} stocks from {args.file}"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t221" href="#t221">221</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t222" href="#t222">222</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t223" href="#t223">223</a></span><span class="t"><span class="key">def</span> <span class="nam">create_interactive</span><span class="op">(</span><span class="nam">args</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t224" href="#t224">224</a></span><span class="t"> <span class="str">"""Interactive portfolio creation."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t225" href="#t225">225</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">"\n📊 Portfolio Creator\n"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t226" href="#t226">226</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">"Enter stocks one per line (format: SYMBOL or SYMBOL,Name,Category)"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t227" href="#t227">227</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">"Type 'done' when finished.\n"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t228" href="#t228">228</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t229" href="#t229">229</a></span><span class="t"> <span class="nam">portfolio</span> <span class="op">=</span> <span class="op">[</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t230" href="#t230">230</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t231" href="#t231">231</a></span><span class="t"> <span class="key">while</span> <span class="key">True</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t232" href="#t232">232</a></span><span class="t"> <span class="key">try</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t233" href="#t233">233</a></span><span class="t"> <span class="nam">line</span> <span class="op">=</span> <span class="nam">input</span><span class="op">(</span><span class="str">"> "</span><span class="op">)</span><span class="op">.</span><span class="nam">strip</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t234" href="#t234">234</a></span><span class="t"> <span class="key">except</span> <span class="op">(</span><span class="nam">EOFError</span><span class="op">,</span> <span class="nam">KeyboardInterrupt</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t235" href="#t235">235</a></span><span class="t"> <span class="key">break</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t236" href="#t236">236</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t237" href="#t237">237</a></span><span class="t"> <span class="key">if</span> <span class="nam">line</span><span class="op">.</span><span class="nam">lower</span><span class="op">(</span><span class="op">)</span> <span class="op">==</span> <span class="str">'done'</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t238" href="#t238">238</a></span><span class="t"> <span class="key">break</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t239" href="#t239">239</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t240" href="#t240">240</a></span><span class="t"> <span class="key">if</span> <span class="key">not</span> <span class="nam">line</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t241" href="#t241">241</a></span><span class="t"> <span class="key">continue</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t242" href="#t242">242</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t243" href="#t243">243</a></span><span class="t"> <span class="nam">parts</span> <span class="op">=</span> <span class="nam">line</span><span class="op">.</span><span class="nam">split</span><span class="op">(</span><span class="str">','</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t244" href="#t244">244</a></span><span class="t"> <span class="nam">symbol</span> <span class="op">=</span> <span class="nam">parts</span><span class="op">[</span><span class="num">0</span><span class="op">]</span><span class="op">.</span><span class="nam">strip</span><span class="op">(</span><span class="op">)</span><span class="op">.</span><span class="nam">upper</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t245" href="#t245">245</a></span><span class="t"> <span class="nam">name</span> <span class="op">=</span> <span class="nam">parts</span><span class="op">[</span><span class="num">1</span><span class="op">]</span><span class="op">.</span><span class="nam">strip</span><span class="op">(</span><span class="op">)</span> <span class="key">if</span> <span class="nam">len</span><span class="op">(</span><span class="nam">parts</span><span class="op">)</span> <span class="op">></span> <span class="num">1</span> <span class="key">else</span> <span class="nam">symbol</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t246" href="#t246">246</a></span><span class="t"> <span class="nam">category</span> <span class="op">=</span> <span class="nam">parts</span><span class="op">[</span><span class="num">2</span><span class="op">]</span><span class="op">.</span><span class="nam">strip</span><span class="op">(</span><span class="op">)</span> <span class="key">if</span> <span class="nam">len</span><span class="op">(</span><span class="nam">parts</span><span class="op">)</span> <span class="op">></span> <span class="num">2</span> <span class="key">else</span> <span class="str">''</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t247" href="#t247">247</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t248" href="#t248">248</a></span><span class="t"> <span class="nam">portfolio</span><span class="op">.</span><span class="nam">append</span><span class="op">(</span><span class="op">{</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t249" href="#t249">249</a></span><span class="t"> <span class="str">'symbol'</span><span class="op">:</span> <span class="nam">symbol</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t250" href="#t250">250</a></span><span class="t"> <span class="str">'name'</span><span class="op">:</span> <span class="nam">name</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t251" href="#t251">251</a></span><span class="t"> <span class="str">'category'</span><span class="op">:</span> <span class="nam">category</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t252" href="#t252">252</a></span><span class="t"> <span class="str">'notes'</span><span class="op">:</span> <span class="str">''</span><span class="op">,</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t253" href="#t253">253</a></span><span class="t"> <span class="str">'type'</span><span class="op">:</span> <span class="str">'Watchlist'</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis mis2 show_mis"><span class="n"><a id="t254" href="#t254">254</a></span><span class="t"> <span class="op">}</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t255" href="#t255">255</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f" Added: {symbol}"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t256" href="#t256">256</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t257" href="#t257">257</a></span><span class="t"> <span class="key">if</span> <span class="nam">portfolio</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t258" href="#t258">258</a></span><span class="t"> <span class="nam">save_portfolio</span><span class="op">(</span><span class="nam">portfolio</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t259" href="#t259">259</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">f"\n✅ Created portfolio with {len(portfolio)} stocks"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t260" href="#t260">260</a></span><span class="t"> <span class="key">else</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t261" href="#t261">261</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">"\n⚠️ No stocks added"</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t262" href="#t262">262</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t263" href="#t263">263</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t264" href="#t264">264</a></span><span class="t"><span class="key">def</span> <span class="nam">get_symbols</span><span class="op">(</span><span class="nam">args</span><span class="op">=</span><span class="key">None</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t265" href="#t265">265</a></span><span class="t"> <span class="str">"""Get list of symbols (for other scripts to use)."""</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t266" href="#t266">266</a></span><span class="t"> <span class="nam">portfolio</span> <span class="op">=</span> <span class="nam">load_portfolio</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t267" href="#t267">267</a></span><span class="t"> <span class="nam">symbols</span> <span class="op">=</span> <span class="op">[</span><span class="nam">s</span><span class="op">[</span><span class="str">'symbol'</span><span class="op">]</span> <span class="key">for</span> <span class="nam">s</span> <span class="key">in</span> <span class="nam">portfolio</span><span class="op">]</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t268" href="#t268">268</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t269" href="#t269">269</a></span><span class="t"> <span class="key">if</span> <span class="nam">args</span> <span class="key">and</span> <span class="nam">args</span><span class="op">.</span><span class="nam">json</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t270" href="#t270">270</a></span><span class="t"> <span class="key">import</span> <span class="nam">json</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t271" href="#t271">271</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="nam">json</span><span class="op">.</span><span class="nam">dumps</span><span class="op">(</span><span class="nam">symbols</span><span class="op">)</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t272" href="#t272">272</a></span><span class="t"> <span class="key">else</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t273" href="#t273">273</a></span><span class="t"> <span class="nam">print</span><span class="op">(</span><span class="str">','</span><span class="op">.</span><span class="nam">join</span><span class="op">(</span><span class="nam">symbols</span><span class="op">)</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t274" href="#t274">274</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t275" href="#t275">275</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="run"><span class="n"><a id="t276" href="#t276">276</a></span><span class="t"><span class="key">def</span> <span class="nam">main</span><span class="op">(</span><span class="op">)</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t277" href="#t277">277</a></span><span class="t"> <span class="nam">parser</span> <span class="op">=</span> <span class="nam">argparse</span><span class="op">.</span><span class="nam">ArgumentParser</span><span class="op">(</span><span class="nam">description</span><span class="op">=</span><span class="str">'Portfolio Manager'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t278" href="#t278">278</a></span><span class="t"> <span class="nam">subparsers</span> <span class="op">=</span> <span class="nam">parser</span><span class="op">.</span><span class="nam">add_subparsers</span><span class="op">(</span><span class="nam">dest</span><span class="op">=</span><span class="str">'command'</span><span class="op">,</span> <span class="nam">required</span><span class="op">=</span><span class="key">True</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t279" href="#t279">279</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t280" href="#t280">280</a></span><span class="t"> <span class="com"># List command</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t281" href="#t281">281</a></span><span class="t"> <span class="nam">list_parser</span> <span class="op">=</span> <span class="nam">subparsers</span><span class="op">.</span><span class="nam">add_parser</span><span class="op">(</span><span class="str">'list'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'List portfolio'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t282" href="#t282">282</a></span><span class="t"> <span class="nam">list_parser</span><span class="op">.</span><span class="nam">set_defaults</span><span class="op">(</span><span class="nam">func</span><span class="op">=</span><span class="nam">list_portfolio</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t283" href="#t283">283</a></span><span class="t"> </span><span class="r"></span></p>
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<p class="pln"><span class="n"><a id="t284" href="#t284">284</a></span><span class="t"> <span class="com"># Add command</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t285" href="#t285">285</a></span><span class="t"> <span class="nam">add_parser</span> <span class="op">=</span> <span class="nam">subparsers</span><span class="op">.</span><span class="nam">add_parser</span><span class="op">(</span><span class="str">'add'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Add stock'</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t286" href="#t286">286</a></span><span class="t"> <span class="nam">add_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'symbol'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Stock symbol'</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t287" href="#t287">287</a></span><span class="t"> <span class="nam">add_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'--name'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Company name'</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t288" href="#t288">288</a></span><span class="t"> <span class="nam">add_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'--category'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Category (e.g., Tech, Finance)'</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t289" href="#t289">289</a></span><span class="t"> <span class="nam">add_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'--notes'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Notes'</span><span class="op">)</span> </span><span class="r"></span></p>
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<p class="mis show_mis"><span class="n"><a id="t290" href="#t290">290</a></span><span class="t"> <span class="nam">add_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'--type'</span><span class="op">,</span> <span class="nam">choices</span><span class="op">=</span><span class="op">[</span><span class="str">'Holding'</span><span class="op">,</span> <span class="str">'Watchlist'</span><span class="op">]</span><span class="op">,</span> <span class="nam">default</span><span class="op">=</span><span class="str">'Watchlist'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Portfolio type'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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<p class="mis show_mis"><span class="n"><a id="t291" href="#t291">291</a></span><span class="t"> <span class="nam">add_parser</span><span class="op">.</span><span class="nam">set_defaults</span><span class="op">(</span><span class="nam">func</span><span class="op">=</span><span class="nam">add_stock</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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<p class="pln"><span class="n"><a id="t292" href="#t292">292</a></span><span class="t"> </span><span class="r"></span></p>
|
||
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<p class="pln"><span class="n"><a id="t293" href="#t293">293</a></span><span class="t"> <span class="com"># Remove command</span> </span><span class="r"></span></p>
|
||
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|
<p class="mis show_mis"><span class="n"><a id="t294" href="#t294">294</a></span><span class="t"> <span class="nam">remove_parser</span> <span class="op">=</span> <span class="nam">subparsers</span><span class="op">.</span><span class="nam">add_parser</span><span class="op">(</span><span class="str">'remove'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Remove stock'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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<p class="mis show_mis"><span class="n"><a id="t295" href="#t295">295</a></span><span class="t"> <span class="nam">remove_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'symbol'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Stock symbol'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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<p class="mis show_mis"><span class="n"><a id="t296" href="#t296">296</a></span><span class="t"> <span class="nam">remove_parser</span><span class="op">.</span><span class="nam">set_defaults</span><span class="op">(</span><span class="nam">func</span><span class="op">=</span><span class="nam">remove_stock</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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<p class="pln"><span class="n"><a id="t297" href="#t297">297</a></span><span class="t"> </span><span class="r"></span></p>
|
||
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<p class="pln"><span class="n"><a id="t298" href="#t298">298</a></span><span class="t"> <span class="com"># Import command</span> </span><span class="r"></span></p>
|
||
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|
<p class="mis show_mis"><span class="n"><a id="t299" href="#t299">299</a></span><span class="t"> <span class="nam">import_parser</span> <span class="op">=</span> <span class="nam">subparsers</span><span class="op">.</span><span class="nam">add_parser</span><span class="op">(</span><span class="str">'import'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Import from CSV'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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|
<p class="mis show_mis"><span class="n"><a id="t300" href="#t300">300</a></span><span class="t"> <span class="nam">import_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'file'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'CSV file path'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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<p class="mis show_mis"><span class="n"><a id="t301" href="#t301">301</a></span><span class="t"> <span class="nam">import_parser</span><span class="op">.</span><span class="nam">set_defaults</span><span class="op">(</span><span class="nam">func</span><span class="op">=</span><span class="nam">import_csv</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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|
<p class="pln"><span class="n"><a id="t302" href="#t302">302</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t303" href="#t303">303</a></span><span class="t"> <span class="com"># Create command</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t304" href="#t304">304</a></span><span class="t"> <span class="nam">create_parser</span> <span class="op">=</span> <span class="nam">subparsers</span><span class="op">.</span><span class="nam">add_parser</span><span class="op">(</span><span class="str">'create'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Interactive creation'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t305" href="#t305">305</a></span><span class="t"> <span class="nam">create_parser</span><span class="op">.</span><span class="nam">set_defaults</span><span class="op">(</span><span class="nam">func</span><span class="op">=</span><span class="nam">create_interactive</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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|
<p class="pln"><span class="n"><a id="t306" href="#t306">306</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="pln"><span class="n"><a id="t307" href="#t307">307</a></span><span class="t"> <span class="com"># Symbols command (for other scripts)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t308" href="#t308">308</a></span><span class="t"> <span class="nam">symbols_parser</span> <span class="op">=</span> <span class="nam">subparsers</span><span class="op">.</span><span class="nam">add_parser</span><span class="op">(</span><span class="str">'symbols'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Get symbols list'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t309" href="#t309">309</a></span><span class="t"> <span class="nam">symbols_parser</span><span class="op">.</span><span class="nam">add_argument</span><span class="op">(</span><span class="str">'--json'</span><span class="op">,</span> <span class="nam">action</span><span class="op">=</span><span class="str">'store_true'</span><span class="op">,</span> <span class="nam">help</span><span class="op">=</span><span class="str">'Output as JSON'</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t310" href="#t310">310</a></span><span class="t"> <span class="nam">symbols_parser</span><span class="op">.</span><span class="nam">set_defaults</span><span class="op">(</span><span class="nam">func</span><span class="op">=</span><span class="nam">get_symbols</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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|
<p class="pln"><span class="n"><a id="t311" href="#t311">311</a></span><span class="t"> </span><span class="r"></span></p>
|
||
|
|
<p class="mis show_mis"><span class="n"><a id="t312" href="#t312">312</a></span><span class="t"> <span class="nam">args</span> <span class="op">=</span> <span class="nam">parser</span><span class="op">.</span><span class="nam">parse_args</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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|
<p class="mis show_mis"><span class="n"><a id="t313" href="#t313">313</a></span><span class="t"> <span class="nam">args</span><span class="op">.</span><span class="nam">func</span><span class="op">(</span><span class="nam">args</span><span class="op">)</span> </span><span class="r"></span></p>
|
||
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<p class="pln"><span class="n"><a id="t314" href="#t314">314</a></span><span class="t"> </span><span class="r"></span></p>
|
||
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<p class="pln"><span class="n"><a id="t315" href="#t315">315</a></span><span class="t"> </span><span class="r"></span></p>
|
||
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<p class="exc show_exc"><span class="n"><a id="t316" href="#t316">316</a></span><span class="t"><span class="key">if</span> <span class="nam">__name__</span> <span class="op">==</span> <span class="str">'__main__'</span><span class="op">:</span> </span><span class="r"></span></p>
|
||
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<p class="exc show_exc"><span class="n"><a id="t317" href="#t317">317</a></span><span class="t"> <span class="nam">main</span><span class="op">(</span><span class="op">)</span> </span><span class="r"></span></p>
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