finance-ytd 0.1.1

checksums.yaml

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+---
+SHA1:
+  metadata.gz: 78d9d25898942f0f0b2bd1febdc70a8db42e7c7e
+  data.tar.gz: 7128b8e8142482ce5dfb3ea855014840c0821c75
+SHA512:
+  metadata.gz: 068c790a6d71e8be634529551e31db8bc85884a082dd292f50d9a51182ed7889fed29e0d55f7c3dfaacea701b58ffe21494186fdbe5f078c81ab4cb99889e2b2
+  data.tar.gz: 02dd7d5ecbabd5e1063df169c6583f730ab338bc0b519b646d6426f9f6edcd35bacf0a8de0f1f163f67aaea8d1df902b5a1d7209cbf39c82e1ccb4fccee2f4dd

data/lib/finance-ytd.rb

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+require 'rubygems'
+require 'nokogiri'
+require 'open-uri'
+
+class String
+	def bg_red;         "\033[41m#{self}\033[0m" end
+	def bg_green;       "\033[42m#{self}\033[0m" end
+end
+
+class FinanceYtd
+	attr_accessor :css, :url, :symbol, :friendly_name, :css_text, :ytd_return
+	
+	def initialize(options)
+		@symbol = options[:symbol]
+		@friendly_name = options[:friendly_name]
+		@decimal_places = options[:decimal_places]
+		@price_last_year = options[:price_last_year]
+	end
+
+	def match
+		page = Nokogiri::HTML(open(@url))
+		@css_text = page.css(@css).text
+	end
+	
+	def calculate
+		@ytd_return = @css_text.tr('+%', '').to_f / 100.0
+	end
+	
+	def to_s
+		ytd_return_rounded = (@ytd_return * 100.0).round(@decimal_places)
+		s = @friendly_name + ' (' + @symbol + ') ' + ytd_return_rounded.to_s + '%'
+
+		if ytd_return_rounded >= 0.0
+			s.bg_green
+		else
+			s.bg_red
+		end		
+	end
+end
+
+class CnnEtfFinanceYtd < FinanceYtd
+	def initialize(options)
+		super(options)
+		@css = 'td.wsod_ytd > span'
+		@url = 'http://money.cnn.com/quote/etf/etf.html?exHours=off&symb=' + @symbol
+		match()
+		calculate()
+	end
+end
+
+class ApmexGoldFinanceYtd < FinanceYtd
+	def initialize(options)
+		super(options)
+		@css = 'table.table-spot-prices > tbody > tr:nth-child(1) > td:nth-child(2) > span'
+		@url = 'http://www.apmex.com'
+		match()
+		calculate()
+	end
+
+	def match
+		super
+		css_text_match = /(\d*,*\d+\.\d+)/.match(@css_text)
+		@price_this_year = css_text_match[1].gsub(',', '').to_f
+	end
+	
+	def calculate
+		@ytd_return = @price_this_year / @price_last_year - 1.0
+	end
+end
+
+class ApmexSilverFinanceYtd < FinanceYtd
+	def initialize(options)
+		super(options)
+		@css = 'table.table-spot-prices > tbody > tr:nth-child(2) > td:nth-child(2) > span'
+		@url = 'http://www.apmex.com'
+		match()
+		calculate()
+	end
+
+	def match
+		super
+		css_text_match = /(\d*,*\d+\.\d+)/.match(@css_text)
+		@price_this_year = css_text_match[1].gsub(',', '').to_f
+	end
+	
+	def calculate
+		@ytd_return = @price_this_year / @price_last_year - 1.0
+	end
+end

data/test/test-finance-ytd.rb

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+require 'minitest/autorun'
+require 'finance-ytd'
+
+class FinanceYtdTest < Minitest::Unit::TestCase
+	def test
+		cnn_etf_tests = []
+		cnn_etf_tests.push({ :symbol => 'VT', :friendly_name => 'World Stocks', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'VTI', :friendly_name => 'U.S Stocks', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'VXUS', :friendly_name => 'Foreign Stocks', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'GDX', :friendly_name => 'Gold Miners', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'BND', :friendly_name => 'U.S. Bonds', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'IEF', :friendly_name => '10 Year Treasury', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'BNDX', :friendly_name => 'Foreign Bonds', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'BWZ', :friendly_name => 'Foreign Cash', :decimal_places => 0 })
+		cnn_etf_tests.push({ :symbol => 'XBT', :friendly_name => 'Bitcoin', :decimal_places => 0 })
+		
+		cnn_etf_tests.each do |c|
+			f = CnnEtfFinanceYtd.new(c)
+			puts f
+			assert f.ytd_return.is_a? Float	
+		end
+		
+		f = ApmexGoldFinanceYtd.new({ :symbol => 'Gold Spot', :friendly_name => 'Gold', :decimal_places => 0, :price_last_year => 1183.90 })
+		puts f
+		assert f.ytd_return.is_a? Float
+		
+		f = ApmexSilverFinanceYtd.new({ :symbol => 'Silver Spot', :friendly_name => 'Silver', :decimal_places => 0, :price_last_year => 15.56 })
+		puts f
+		assert f.ytd_return.is_a? Float		
+	end
+end

metadata

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+--- !ruby/object:Gem::Specification
+name: finance-ytd
+version: !ruby/object:Gem::Version
+  version: 0.1.1
+platform: ruby
+authors:
+- cscribn
+autorequire: 
+bindir: bin
+cert_chain: []
+date: 2015-06-30 00:00:00.000000000 Z
+dependencies: []
+description: Most financial websites show the daily change of assets. The purpose
+  of this gem is to provide year-to-date change.  ETS, mutual funds, and Bitcoin are
+  supported via money.cnn.  Precious metals are supported using apmex.com, but require
+  users to pass in last year's ending price.
+email: 
+executables: []
+extensions: []
+extra_rdoc_files: []
+files:
+- lib/finance-ytd.rb
+- test/test-finance-ytd.rb
+homepage: http://rubygems.org/gems/finance-ytd
+licenses:
+- MIT
+metadata: {}
+post_install_message: 
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - '>='
+    - !ruby/object:Gem::Version
+      version: '0'
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - '>='
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubyforge_project: 
+rubygems_version: 2.0.15
+signing_key: 
+specification_version: 4
+summary: Get the year-to-date change for assets in your portfolio, instead of the
+  daily change.
+test_files: []