portfolio-maker 1.0.1

checksums.yaml

@@ -0,0 +1,7 @@
+---
+SHA256:
+  metadata.gz: d3329b493b1cb3aa4bb30c974ec26c5864df25a24c19111650fea50ba5c45665
+  data.tar.gz: fda677c74e000dad5226cbd718e610eab6aff8db03d0dad71887f22a0d4e65aa
+SHA512:
+  metadata.gz: 5fcf3da5253920b730101ee5a4b3980174c056867da01518aa82279c55775bb9ab6f5506be80397c2985087f919d04af882c583146efa4b6dccd102c833d963e
+  data.tar.gz: 54401d1175591fb54cc9c9e397ce3c79ea276bc2ee6167206b820ebef895b75c77484c7348a53a4e39ed9d8cb0dfc4e129f3feecdb0602093ccd56d6e23dfc49

data/config/environment.rb

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+require 'pry'
+require 'nokogiri'
+require 'open-uri'
+require 'colorize'
+
+require_relative '../lib/portfolio_maker/scraper'
+require_relative '../lib/portfolio_maker/portfolio'
+require_relative '../lib/portfolio_maker/command_line_interface'
+require_relative '../lib/portfolio_maker/stock'
+require_relative '../lib/portfolio_maker/version'

data/lib/portfolio_maker.rb

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+module PortfolioMaker
+end
+    
+require 'pry'
+require 'nokogiri'
+require 'open-uri'
+require 'colorize'
+
+require_relative '../lib/portfolio_maker/scraper'
+require_relative '../lib/portfolio_maker/portfolio'
+require_relative '../lib/portfolio_maker/command_line_interface'
+require_relative '../lib/portfolio_maker/stock'
+require_relative '../lib/portfolio_maker/version'
+
+

data/lib/portfolio_maker/command_line_interface.rb

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+class PortfolioMaker::CommandLineInterface
+
+  attr_accessor :user_portfolio
+
+  def run
+    capital = 0
+    loop do
+      puts "How much would you like to deposit into your account?"
+      capital = gets.chomp
+      break if ((capital.to_i > 0) && capital.scan(/\D/).empty?)
+      puts "Please enter correct value"
+    end
+    @user_portfolio = Portfolio.new(capital.to_i)
+    main_menu
+
+  end
+  
+  def user_portfolio
+
+    @user_portfolio
+
+  end
+
+
+  def main_menu
+
+    main_menu_loop_bool = true
+    loop do
+      puts "Select one of the following options by entering one of the below option number in your ternminal:"
+      puts "1. Manually enter stock ticker"
+      puts "2. Top 10 most active stocks"
+      puts "3. My portfolio"
+      puts "4. Quit"
+
+      input = menu_input(4)
+
+      case input
+        when 1 
+          stock_find
+        when 2
+          most_active
+        when 3
+          portfolio_menu
+        when 4
+          main_menu_loop_bool = false
+      end
+      break if !(main_menu_loop_bool)
+    end
+    abort("Thank you for using this portfolio interface!")
+  end
+
+  def stock_find
+
+    stock_info = {}
+    #binding.pry
+    loop do
+      puts "Please enter stock ticker"
+
+      ticker = gets.chomp
+      
+      if (!Stock.find_stock_with_ticker(ticker))
+        stock_info = Scraper.scrape_stock_page("https://finance.yahoo.com/quote/" + ticker)
+      else
+        stock_info = Stock.find_stock_with_ticker(ticker).make_hash_from_stock
+      end
+      break if (stock_info != nil)
+      puts "Please enter a proper stock ticker (No ETFs, Crypto, Indexes etc.)"
+    end
+    
+    puts "Name: #{stock_info[:name]}, Price: $#{stock_info[:price]}, market cap: $#{stock_info[:market_cap]}"
+    puts "Select one of the following options by entering one of the below option number in your ternminal:"
+    puts "1. Add stock to portfolio or buy more"
+    puts "2. Return to main menu"
+
+    input = menu_input(2)
+    #binding.pry
+    case input
+    when 1 
+      amount = 0
+      loop do
+        puts "Select what amount would you like to buy?\n current cash = $#{user_portfolio.cash}"
+        amount = gets.chomp
+
+        break if (!(amount.to_i > user_portfolio.cash || amount.to_i <= 0) && amount.scan(/\D/).empty?)
+        
+        puts "Please enter valid amount within availible cash"
+        
+      end
+      #binding.pry
+      user_portfolio.create_or_buy_more(stock_info, amount.to_i)
+      #binding.pry
+      puts "Bought #{amount.to_i / stock_info[:price].gsub(/[\s,]/ ,"").to_f} shares of #{stock_info[:name]}"
+    when 2
+      
+    end
+  end
+
+  def most_active
+
+    puts "Printing top 10 trending stocks"
+
+     Scraper.scrap_trending_stocks_page
+
+
+  end
+
+  def portfolio_menu
+
+    portfolio_loop_bool = true
+    loop do
+      puts "Manage your portfolio by entering one of the below option number in your ternminal:"
+      puts "1. View my portfolio"
+      puts "2. Sell stock"
+      puts "3. Add funds"
+      puts "4. Withdraw funds"
+      puts "5. Return to main menu"
+
+      input = menu_input(5)
+
+      case input
+        when 1 
+          user_portfolio.display
+        when 2
+          if(user_portfolio.stocks.empty?)
+            puts "Porfolio is empty"
+          else
+            ticker = ""
+            amount = 0
+            loop do
+              break if (Stock.find_stock_with_ticker(ticker))
+              puts "Enter ticker for stock you want to sell or enter ""cancel"" to return to portfolio menu"
+                puts "Tickers:"
+                Stock.display_tickers
+                ticker = gets.chomp
+
+                break if ((Stock.find_stock_with_ticker(ticker)) || ticker == "cancel")
+
+                puts "Please enter a valid ticker"
+                
+            end
+            if !(ticker == "cancel") 
+              loop do
+                  #binding.pry
+                  puts "How much would you like to sell of $#{Stock.find_stock_with_ticker(ticker).update_stock_price} of the stock or enter ""cancel"" to return to portfolio menu"
+                  amount = gets.chomp
+                  
+                  break if ((!(amount.to_i <= 0 || amount.to_i > Stock.find_stock_with_ticker(ticker).equity.to_f) && amount.scan(/\D/).empty?) || amount == "cancel")
+                  
+                  puts "Please input correct value"
+              end
+              user_portfolio.sell_stock(ticker, amount.to_i) if !(amount == "cancel" ) 
+              puts "Sold $#{amount} of #{ticker}" if !(amount == "cancel")
+            end
+           
+          end
+        when 3
+          amount = ""
+          loop do
+            puts "How much would you like to deposit or enter ""cancel"" to return to portfolio menu"
+            amount = gets.chomp
+            
+            break if ((!(amount.to_i <= 0) && amount.scan(/\D/).empty?) || amount == "cancel")
+            
+            puts "Please input correct value"
+          end
+          user_portfolio.deposit(amount.to_i) if !(amount == "cancel")
+        when 4
+          loop do
+            puts "How much would you like to withdraw or enter ""cancel"" to return to portfolio menu \n current cash = $#{user_portfolio.cash}"
+            amount = gets.chomp
+
+            break if ((!(amount.to_i <= 0 || amount.to_i > user_portfolio.cash) && amount.scan(/\D/).empty?) || amount == "cancel")
+      
+            puts "Please input correct value"
+          end
+          user_portfolio.withdraw(amount.to_i) if !(amount == "cancel")
+        when 5
+          portfolio_loop_bool = false
+      end
+      break if !(portfolio_loop_bool)
+    end
+  end
+
+
+  def menu_input(max)
+    input = ""
+    loop do
+      input = gets.chomp
+      break if (input.to_i.between?(1,max) && input.scan(/\D/).empty?)
+      puts "Please enter an integer number between than 1 and #{max}:"
+    end
+
+    return input.to_i
+
+  end
+end

data/lib/portfolio_maker/portfolio.rb

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+class Portfolio
+
+    attr_accessor :capital, :cash, :invested
+  
+    def initialize(capital)
+      
+      @capital = capital
+      @cash = capital
+      invested
+
+    end
+    
+    def stocks
+
+      Stock.all
+
+    end
+    
+    def update
+
+      if !(stocks.empty?)
+        value_change = Stock.update_stocks
+        @invested += value_change
+        @capital += value_change
+        
+      end
+
+    end
+
+    def invested
+
+      @invested = 0
+      stocks.each{|stock| @invested+=stock.equity}
+      @invested
+    end
+
+    def display
+      
+      self.update
+      puts "Amount invested = $#{self.invested}"
+      puts "Cash availible = $#{self.cash}"
+      if (!stocks.empty?)
+
+        stocks.each{|stock|stock.display}
+
+      end
+
+
+    end
+    def create_or_buy_more(stock_hash, amount)
+
+      @cash -= amount
+      @invested += amount
+      Stock.create_or_buy_more(stock_hash, amount)
+
+    end
+
+    def sell_stock(ticker, amount)
+
+
+      Stock.sell(ticker, amount)
+      @invested -= amount
+      @cash += amount
+      
+    end
+    
+    def deposit(amount)
+
+      @cash += amount
+      @capital += amount
+
+    end
+
+    def withdraw(amount)
+
+      @cash -= amount
+      @capital -= amount       
+
+    end
+    
+  end
+  
+  

data/lib/portfolio_maker/scraper.rb

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+require 'open-uri'
+require 'pry'
+
+class Scraper
+
+  def self.scrap_trending_stocks_page
+    
+    stock_hash_arr = []
+    
+    doc = Nokogiri::HTML(open("https://www.investing.com/equities/trending-stocks"))
+
+
+
+    top_stocks =  doc.css('table tbody tr td a')
+
+    i = 0
+
+    10.times do |index|
+      
+      stock_url = "https://www.investing.com" + top_stocks[i].attribute("href").value
+      stock_ticker = Nokogiri::HTML(open(stock_url)).css(".instrumentHeader h2").text.split(" ")[0]
+      
+      #puts  {:ticker => stock_ticker, :name => top_stocks[i].text}
+      puts "#{index + 1}. #{stock_ticker} #{top_stocks[i].text}"
+      
+      i+=1
+      
+    end
+    
+   #binding.pry
+   stock_hash_arr
+    
+  end
+
+  def self.scrape_stock_page(stock_url)
+    
+    begin
+        doc = Nokogiri::HTML(open(stock_url))
+
+    rescue
+        return nil
+    end
+    
+
+    #binding.pry
+    stock = {}
+
+    stock_name =  doc.css("#quote-header-info div div div")[0].text.split(" ")
+    stock[:ticker] = stock_name.pop.split(/[()]/)[1]
+    stock[:name] = stock_name.join(" ")
+    stock[:price] =  doc.css("#quote-header-info div div div span")[3].text
+    stock[:market_cap] =  doc.css("#quote-summary div span")[13].text
+    
+    stock
+    #binding.pry
+
+  end
+
+end
+

data/lib/portfolio_maker/stock.rb

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+class Stock
+
+  attr_accessor :name, :ticker, :price, :quantity, :equity, :market_cap
+
+  @@all = []
+
+  def initialize(stock_hash)
+
+    stock_hash.each {|key, value| self.send(("#{key}="), value)}
+    @quantity = self.update_quantity
+    
+  end
+
+  def self.sell(ticker, amount)
+    
+    self.find_stock_with_ticker(ticker).equity -= amount
+    if (self.find_stock_with_ticker(ticker).equity == 0) 
+      @@all.delete(self.find_stock_with_ticker(ticker))
+    else
+      self.find_stock_with_ticker(ticker).update_quantity
+    end
+    
+  end
+
+  def make_hash_from_stock
+    
+    stock_info = {}
+
+    stock_info[:name] = self.name
+    stock_info[:price] = self.price
+    stock_info[:market_cap] = self.market_cap
+
+    stock_info
+    
+  end
+
+  def update_quantity
+
+    @quantity = @equity/(self.price.to_f)
+
+  end
+
+  def curr_equity
+    
+    @equity = @quantity * (self.price.to_f)
+
+  end
+
+  def update_stock_price
+    
+    self.price = Scraper.scrape_stock_page("https://finance.yahoo.com/quote/" + self.ticker)[:price]
+    self.curr_equity
+
+  end
+
+  def price=(price)
+
+    @price = price
+
+  end
+
+
+  def self.find_stock_with_ticker(ticker)
+
+    stock = @@all.select{|stock|stock.ticker == ticker}
+
+    stock == [] ? nil : stock[0]
+
+  end
+
+  def price
+
+    @price.gsub(/[\s,]/ ,"").to_f
+
+  end
+
+  def display
+
+    puts "#{@name} (#{@ticker}): stocks: #{@quantity} shares, equity: $#{self.curr_equity}"
+
+  end
+
+  def self.display_tickers
+    
+    @@all.each {|stock| print "|#{stock.ticker}"}
+    puts "|"
+  end
+
+  def self.update_stocks
+
+    #binding.pry
+    price_update = 0
+    @@all.each do |stock|
+      curr_price = stock.price
+      stock.update_stock_price
+      price_update = stock.price - price_update
+    end
+    price_update
+  end
+
+  def self.create_or_buy_more(stock_hash, amount)
+
+    if (!self.find_stock_with_ticker(stock_hash[:ticker]))
+      stock_hash[:equity] = amount
+      new_stock = self.new(stock_hash)
+      @@all << new_stock
+    else
+      updating_stock = self.find_stock_with_ticker(stock_hash[:ticker])
+      updating_stock.update_stock_price
+      updating_stock.quantity += (amount/updating_stock.price)
+    end
+  end
+
+  def self.all
+    @@all
+  end
+end
+

metadata

@@ -0,0 +1,122 @@
+--- !ruby/object:Gem::Specification
+name: portfolio-maker
+version: !ruby/object:Gem::Version
+  version: 1.0.1
+platform: ruby
+authors:
+- "'Sumer Gaikwad'"
+autorequire: 
+bindir: exe
+cert_chain: []
+date: 2021-04-30 00:00:00.000000000 Z
+dependencies:
+- !ruby/object:Gem::Dependency
+  name: bundler
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '2.0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '2.0'
+- !ruby/object:Gem::Dependency
+  name: rake
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '10.0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '10.0'
+- !ruby/object:Gem::Dependency
+  name: pry
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: nokogiri
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: rspec
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '3.2'
+  type: :development
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '3.2'
+description: portfolio simulator
+email:
+- "'sg.comparch@gmail.com'"
+executables: []
+extensions: []
+extra_rdoc_files: []
+files:
+- config/environment.rb
+- lib/portfolio_maker.rb
+- lib/portfolio_maker/command_line_interface.rb
+- lib/portfolio_maker/portfolio.rb
+- lib/portfolio_maker/scraper.rb
+- lib/portfolio_maker/stock.rb
+homepage: http://rubygems.org
+licenses:
+- MIT
+metadata:
+  allowed_push_host: https://rubygems.org
+  homepage_uri: http://rubygems.org
+  source_code_uri: https://github.com/RSigmaSG/portfolio_maker
+post_install_message: 
+rdoc_options: []
+require_paths:
+- lib
+required_ruby_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: 2.3.0
+required_rubygems_version: !ruby/object:Gem::Requirement
+  requirements:
+  - - ">="
+    - !ruby/object:Gem::Version
+      version: '0'
+requirements: []
+rubygems_version: 3.0.8
+signing_key: 
+specification_version: 4
+summary: portfolio simulator
+test_files: []