rh-console 1.0.5

data/lib/robinhood_console.rb

@@ -0,0 +1,686 @@
+require_relative "robinhood_client"
+require_relative "helpers/format_helpers"
+
+require "io/console"
+require "optparse"
+
+class RobinhoodConsole
+
+  def initialize
+    if ENV["RH_SAFEMODE_OFF"] == "1"
+      @safe_mode = false
+    else
+      @safe_mode = true
+    end
+  end
+
+  def print_help_text
+    puts help()
+  end
+
+  # Help text for the console
+  #
+  # @return [String] The help text detailing all the commands available
+  def help
+    <<-HELP_TEXT
+
+    --------------------Robinhood Console---------------------
+    buy-stock --symbol SYMBOL --quantity QUANTITY --price PRICE
+    sell-stock --symbol SYMBOL --quantity QUANTITY --price PRICE
+
+    buy-option <SYMBOL>
+
+    stock-orders --days DAYS --symbol SYMBOL --last LAST
+    option-orders --last LAST
+
+    stock-order <ID>
+    option-order <ID>
+
+    cancel-stock-order <ID || all>
+    cancel-option-order <ID || all>
+
+    stream-stock <SYMBOL> - stream equity quotes
+    stream-option <SYMBOL> - stream option quotes
+    quote <SYMBOL> - gets the current price of the symbol
+
+    portfolio - print portfolio
+    user - print the currently authenticated user
+    account - fetch the currently authenticated user's accounts
+    backup - store historical data for the past week for your watchlist
+
+    get <URL> - makes an authenticated GET request and prints the output
+
+    help - print this menu
+    exit - exit the program
+    -----------------------------------------------------------
+    HELP_TEXT
+  end
+
+  # Prompt the user for credentials and initialize the Robinhood client
+  #
+  # @return [RobinhoodClient] Returns the RobinhoodClient instance if the credentials were valid
+  def initialize_client
+    @client = RobinhoodClient.interactively_create_client
+  end
+
+  # Begin input loop
+  #
+  # @return [nil] Loops infinitely until user exits
+  def menu_loop
+
+    begin
+      loop do
+        handle_menu_input()
+      end
+    rescue Interrupt
+      puts "\nExiting..."
+      exit 1
+    rescue SocketError, Net::OpenTimeout
+      puts "Error making request: Check your internet connection."
+      menu_loop()
+    rescue OptionParser::InvalidOption
+      puts "Error: Invalid option used."
+      menu_loop()
+    end
+  end
+
+  def handle_menu_input
+    print "$ "
+    command = gets
+    commands = command.gsub(/\s+/m, ' ').strip.split(" ")
+
+    options = {}
+    parser = OptionParser.new do|opts|
+
+      opts.on('-s', '--symbol symbol') do |symbol|
+        options[:symbol] = symbol
+      end
+
+      opts.on('-q', '--quantity quantity') do |quantity|
+        options[:quantity] = quantity
+      end
+
+      opts.on('-p', '--price price') do |price|
+        options[:price] = price
+      end
+
+      opts.on('-d', '--days days') do |days|
+        options[:days] = days
+      end
+
+      opts.on('-l', '--last last') do |last|
+        options[:last] = last
+      end
+
+    end
+
+    parser.parse!(commands)
+
+    # response = the return value from the 'when' block it falls into
+    # keyword = the word that caused it to match the "when" block
+    response = case keyword = commands.shift
+    when "help"
+      help()
+    when "user"
+      handle_user()
+    when "account"
+      handle_account()
+    when "portfolio"
+      handle_portfolio()
+    when "stock-orders"
+      handle_stock_orders(options)
+    when "stock-order"
+      handle_stock_order(commands)
+    when "option-order"
+      handle_option_order(commands)
+    when "option-orders"
+      handle_option_orders(options)
+    when "buy-stock", "sell-stock"
+      handle_buy_or_sell(keyword, options)
+    when "buy-option"
+      handle_buy_option(commands)
+    when "cancel-stock-order"
+      handle_cancel_stock_order(commands)
+    when "cancel-option-order"
+      handle_cancel_option_order(commands)
+    when "stream-stock"
+      handle_stream_stock(commands)
+    when "quote"
+      handle_quote(commands)
+    when "stream-option"
+      handle_stream_option(commands)
+    when "backup"
+      handle_backup()
+    when "get"
+      handle_get(commands)
+    when "exit", "quit"
+      exit 1
+    else
+      "Unknown command #{command}" unless command == "" || command == "\n"
+    end
+
+    puts response
+
+  end
+
+  def handle_buy_or_sell(keyword, options)
+    unless options[:symbol] && options[:quantity] && options[:price]
+      return "Error: Please supply a symbol, quantity, and price."
+    else
+
+      action = if keyword.downcase == "buy-stock"
+        "buy"
+      elsif keyword.downcase == "sell-stock"
+        "sell"
+      end
+
+      if @safe_mode
+        puts @client.place_order(action, options[:symbol], options[:quantity], options[:price], dry_run: true)
+        print "\nPlace this trade? (Y/n): "
+        confirmation = gets.chomp
+        if confirmation.downcase == "y" || confirmation.downcase == "yes"
+          if @client.place_order(action, options[:symbol], options[:quantity], options[:price], dry_run: false)
+            "\nOrder successfully placed."
+          else
+            "\nError placing order."
+          end
+        end
+      else
+        if @client.place_order(action, options[:symbol], options[:quantity], options[:price], dry_run: false)
+          "\nOrder successfully placed."
+        else
+          "\nError placing order."
+        end
+      end
+    end
+  end
+
+  def handle_stream_stock(commands)
+    return "Error: Must specify a symbol" unless commands.first
+    symbol = commands.first
+    Thread::abort_on_exception = true
+    puts "Streaming live quotes. Press enter to stop...\n\n"
+    stream_quote_thread = Thread.new do
+      previous_last_trade_price = 0
+      previous_bid_price = 0
+      previous_ask_price = 0
+      loop do
+        quote = @client.quote(symbol)
+        last_trade_price = quote["last_trade_price"].to_f
+        bid_price = quote["bid_price"].to_f
+        ask_price = quote["ask_price"].to_f
+
+        last_trade_price_color = if last_trade_price > previous_last_trade_price
+          :green
+        elsif last_trade_price < previous_last_trade_price
+          :red
+        end
+
+        bid_price_color = if bid_price > previous_bid_price
+          :green
+        elsif bid_price < previous_bid_price
+          :red
+        end
+
+        ask_price_color = if ask_price > previous_ask_price
+          :green
+        elsif ask_price < previous_ask_price
+          :red
+        end
+
+        last_trade_price_string = FormatHelpers.format_float(last_trade_price, color: last_trade_price_color)
+        bid_price_string = FormatHelpers.format_float(bid_price, color: bid_price_color)
+        ask_price_string = FormatHelpers.format_float(ask_price, color: ask_price_color)
+
+        print "  #{symbol.upcase}\n"
+        print "Last trade price: " + last_trade_price_string + "\n"
+        print "Bid: #{bid_price_string} x #{quote["bid_size"]}     \n"
+        print "Ask: #{ask_price_string} x #{quote["ask_size"]}     "
+        print "\033[3A"
+        print "\r"
+        STDOUT.flush
+
+        previous_last_trade_price = last_trade_price
+        previous_bid_price = bid_price
+        previous_ask_price = ask_price
+        sleep 1
+      end
+    end
+    # Wait for keyboard input then halt the tread
+    gets
+    stream_quote_thread.kill
+    # Move the cursor back down so you don't type over the quote
+    print "\033[3B"
+    ""
+  end
+
+  def handle_quote(commands)
+    return "Error: Must specify a symbol" unless commands.first
+    symbol = commands.first
+
+    quote = @client.quote(symbol)
+    last_trade_price = quote["last_trade_price"].to_f
+    bid_price = quote["bid_price"].to_f
+    ask_price = quote["ask_price"].to_f
+
+    last_trade_price_string = FormatHelpers.format_float(last_trade_price)
+    bid_price_string = FormatHelpers.format_float(bid_price)
+    ask_price_string = FormatHelpers.format_float(ask_price)
+
+    quote_response = "  #{symbol.upcase}\n"
+    quote_response += "Last trade price: " + last_trade_price_string + "\n"
+    quote_response += "Bid: #{bid_price_string} x #{quote["bid_size"]}     \n"
+    quote_response += "Ask: #{ask_price_string} x #{quote["ask_size"]}"
+  end
+
+  def handle_user
+    user = @client.user
+    JSON.pretty_generate(user)
+  end
+
+  def handle_account
+    accounts = @client.accounts
+    JSON.pretty_generate(accounts)
+  end
+
+  def handle_get(commands)
+    return "Error: Must specify a URL" unless commands.first
+
+    response = @client.get(commands.first)
+
+    JSON.pretty_generate(JSON.parse(response.body))
+  rescue JSON::ParserError
+    "Unable to parse response as JSON: #{response.body}" + "\nCode: #{response.code}"
+  rescue URI::InvalidURIError
+    "Error parsing URI"
+  end
+
+  def handle_backup
+    items = @client.default_watchlist
+    directory_name = "historical_data"
+    FileUtils.mkdir("historical_data") unless Dir.exists?(directory_name)
+    items.each do |item|
+      symbol = @client.instrument_to_symbol_lookup(item["instrument"])
+      date = Time.new
+      date = date.month.to_s + "-" + date.day.to_s + "-" + date.year.to_s
+      file_name = File.join(directory_name, "#{symbol}_#{date}_WEEKLY.json")
+      File.open(file_name, "w") do |f|
+        f.write(@client.historical_quote(symbol, "5minute", "week").to_json)
+      end
+      puts "Wrote to #{file_name}"
+    end
+    "Finished writing #{items.length} items."
+  end
+
+  def handle_stream_option(commands)
+    return "Error: Must specify a symbol" unless commands.first
+    symbol = commands.first
+    symbol.upcase!
+    chain_id, expiration_dates = @client.get_chain_and_expirations(symbol)
+    expiration_headings = ["Index", "Expiration"]
+    expiration_rows = []
+    expiration_dates.each_with_index do |expiration_date, index|
+      expiration_rows << ["#{index + 1}", "#{expiration_date}"]
+    end
+    expiration_table = Table.new(expiration_headings, expiration_rows)
+    puts expiration_table
+    print "\nSelect an expiration date: "
+
+    # Get expiration date
+    expiration_index = gets.chomp
+    expiration_date = expiration_dates[expiration_index.to_i - 1]
+
+    #Get type
+    type_headings = ["Index", "Type"]
+    type_rows = []
+    type_rows << ["1", "Call"]
+    type_rows << ["2", "Put"]
+
+    type_table = Table.new(type_headings, type_rows)
+
+    puts type_table
+
+    print "\nSelect a type: "
+
+    type = gets.chomp
+    type = if type == "1"
+      "call"
+    else
+      "put"
+    end
+
+    instruments = @client.get_option_instruments(type, expiration_date, chain_id)
+
+    # Prompt for which one
+    instrument_headings = ["Index", "Strike"]
+    instrument_rows = []
+    instruments = instruments.sort {|a,b| a["strike_price"].to_f <=> b["strike_price"].to_f}
+    instruments.each_with_index do |instrument, index|
+      instrument_rows << ["#{index + 1}", "#{'%.2f' % instrument["strike_price"]}"]
+    end
+
+    instrument_table = Table.new(instrument_headings, instrument_rows)
+    puts instrument_table
+
+    print "\nSelect a strike: "
+
+    instrument_index = gets.chomp
+    formatted_strike_price = '%.2f' % instruments[instrument_index.to_i - 1]["strike_price"]
+    instrument_id = instruments[instrument_index.to_i - 1]["id"]
+
+    # Get the quote for it
+
+    Thread::abort_on_exception = true
+    puts "Streaming live quotes. Press enter to stop...\n\n"
+    stream_quote_thread = Thread.new do
+      previous_last_trade_price = 0
+      previous_bid_price = 0
+      previous_ask_price = 0
+      loop do
+        quote = @client.get_option_quote_by_id(instrument_id)
+        last_trade_price = quote["last_trade_price"].to_f
+        bid_price = quote["bid_price"].to_f
+        ask_price = quote["ask_price"].to_f
+
+        last_trade_price_color = if last_trade_price > previous_last_trade_price
+          :green
+        elsif last_trade_price < previous_last_trade_price
+          :red
+        end
+
+        bid_price_color = if bid_price > previous_bid_price
+          :green
+        elsif bid_price < previous_bid_price
+          :red
+        end
+
+        ask_price_color = if ask_price > previous_ask_price
+          :green
+        elsif ask_price < previous_ask_price
+          :red
+        end
+
+        last_trade_price_string = FormatHelpers.format_float(last_trade_price, color: last_trade_price_color)
+        bid_price_string = FormatHelpers.format_float(bid_price, color: bid_price_color)
+        ask_price_string = FormatHelpers.format_float(ask_price, color: ask_price_color)
+
+        print "  #{symbol} $#{formatted_strike_price} #{type.capitalize} #{expiration_date}\n"
+        print "Last trade price: " + last_trade_price_string + "\n"
+        print "Bid: #{bid_price_string} x #{quote["bid_size"]}     \n"
+        print "Ask: #{ask_price_string} x #{quote["ask_size"]}     "
+        print "\033[3A"
+        print "\r"
+        STDOUT.flush
+
+        previous_last_trade_price = last_trade_price
+        previous_bid_price = bid_price
+        previous_ask_price = ask_price
+        sleep 1
+      end
+
+    end
+    # Wait for keyboard input then halt the tread
+    gets
+    stream_quote_thread.kill
+    # Move the cursor back down so you don't type over the quote
+    print "\033[3B"
+    ""
+  end
+
+  def handle_cancel_stock_order(commands)
+    return "Error: Must specify 'all' or an order ID" unless commands.first
+    if commands.first.downcase == "all"
+      number_cancelled = @client.cancel_all_open_stock_orders
+      "Cancelled #{number_cancelled} orders."
+    else
+      if @client.cancel_stock_order(commands.first)
+        "Successfully cancelled the order."
+      else
+        "Error cancelling the order."
+      end
+    end
+  end
+
+  def handle_stock_orders(options)
+    orders = @client.orders(days: options[:days], symbol: options[:symbol], last: options[:last])
+    rows = []
+    orders.each do |order|
+      state_color = if order["state"] == "filled"
+        :green
+      elsif order["state"] == "cancelled"
+        :red
+      end
+      state = !state_color.nil? ? order["state"].send(state_color) : order["state"]
+      price = order["price"] || order["stop_price"] || order["average_price"] || "NA"
+      price_string = "#{'%.2f' % price.to_f}"
+
+      rows << [@client.instrument_to_symbol_lookup(order["instrument"]), order["id"], "#{'%.2f' % order["quantity"].to_f}", price_string, order["side"], state]
+    end
+    order_headings = ["Symbol", "Order ID", "Quantity", "Price", "Side", "State"]
+    Table.new(order_headings, rows)
+  end
+
+  def handle_option_orders(options)
+    orders = @client.option_orders(last: options[:last])
+
+    option_order_rows = []
+    orders.each do |order|
+      leg_count = order["legs"].length if order["legs"]
+
+      state_color = if order["state"] == "filled"
+        :green
+      elsif order["state"] == "cancelled"
+        :red
+      end
+
+      action = if order["opening_strategy"]
+        "opened"
+      elsif order["closing_strategy"]
+        "closed"
+      else
+        ""
+      end
+
+      strategy = order["opening_strategy"] || order["closing_strategy"] || ""
+
+      state = !state_color.nil? ? order["state"].send(state_color) : order["state"]
+      option_order_rows << [action, strategy, order["chain_symbol"], order["id"], leg_count.to_s, order["premium"], "#{'%.2f' % order["price"]}", "#{'%.2f' % order["quantity"]}", state]
+    end
+
+    option_order_headers = ["Action", "Strategy", "Symbol", "ID", "Legs", "Premium", "Price", "Quantity", "State"]
+
+    Table.new(option_order_headers, option_order_rows)
+  end
+
+  def handle_buy_option(commands)
+    unless commands.first
+      return "Error: Please supply a symbol"
+    end
+
+    symbol = commands.first.upcase
+    chain_id, expiration_dates = @client.get_chain_and_expirations(symbol)
+    expiration_headings = ["Index", "Expiration"]
+    expiration_rows = []
+    expiration_dates.each_with_index do |expiration_date, index|
+      expiration_rows << ["#{index + 1}", "#{expiration_date}"]
+    end
+    expiration_table = Table.new(expiration_headings, expiration_rows)
+    puts expiration_table
+    print "\nSelect an expiration date: "
+
+    # Get expiration date
+    expiration_index = gets.chomp
+    expiration_date = expiration_dates[expiration_index.to_i - 1]
+
+    #Get type
+    type_headings = ["Index", "Type"]
+    type_rows = []
+    type_rows << ["1", "Call"]
+    type_rows << ["2", "Put"]
+
+    type_table = Table.new(type_headings, type_rows)
+
+    puts type_table
+
+    print "\nSelect a type: "
+
+    type = gets.chomp
+    type = if type == "1"
+      "call"
+    else
+      "put"
+    end
+
+    instruments = @client.get_option_instruments(type, expiration_date, chain_id)
+
+    # Prompt for which one
+    instrument_headings = ["Index", "Strike"]
+    instrument_rows = []
+    instruments = instruments.sort {|a,b| a["strike_price"].to_f <=> b["strike_price"].to_f}
+    instruments.each_with_index do |instrument, index|
+      instrument_rows << ["#{index + 1}", "#{'%.2f' % instrument["strike_price"]}"]
+    end
+
+    instrument_table = Table.new(instrument_headings, instrument_rows)
+    puts instrument_table
+
+    print "\nSelect a strike: "
+
+    instrument_index = gets.chomp
+    instrument = instruments[instrument_index.to_i - 1]["url"]
+
+    print "\nLimit price per contract: "
+
+    price = gets.chomp
+
+    print "\nQuantity: "
+
+    quantity = gets.chomp
+
+    if @safe_mode
+      puts @client.place_option_order(instrument, quantity, price, dry_run: true)
+      print "\nPlace this trade? (Y/n): "
+      confirmation = gets.chomp
+      if confirmation.downcase == "y" || confirmation.downcase == "yes"
+        if @client.place_option_order(instrument, quantity, price, dry_run: false)
+          "\nOrder successfully placed."
+        else
+          "\nError placing order."
+        end
+      end
+    else
+      if @client.place_option_order(instrument, quantity, price, dry_run: false)
+        "\nOrder successfully placed."
+      else
+        "\nError placing order."
+      end
+    end
+  end
+
+  def handle_cancel_option_order(commands)
+    return "Error: Must specify 'all' or an order ID" unless commands.first
+    if commands.first.downcase == "all"
+      number_cancelled = @client.cancel_all_open_option_orders
+      "Cancelled #{number_cancelled} orders."
+    else
+      if @client.cancel_option_order(commands.first)
+        "Successfully cancelled the order."
+      else
+        "Error cancelling the order."
+      end
+    end
+  end
+
+  def handle_stock_order(commands)
+    if commands.first
+      order = @client.order(commands.first)
+      JSON.pretty_generate(order)
+    else
+      "Error: Must specify an order ID"
+    end
+  end
+
+  def handle_option_order(commands)
+    if commands.first
+      order = @client.option_order(commands.first)
+      JSON.pretty_generate(order)
+    else
+      "Error: Must specify an order ID"
+    end
+  end
+
+  def handle_portfolio
+    account = @client.account
+    portfolio = @client.portfolio
+    stock_positions = @client.stock_positions
+    options_positions = @client.option_positions
+
+    stock_position_rows = []
+    option_position_rows = []
+    all_time_portfolio_change = 0
+
+    stock_positions.each do |position|
+      stock = @client.get(position["instrument"], return_as_json: true)
+      quote = @client.get(stock["quote"], return_as_json: true)
+      previous_close = quote["previous_close"].to_f
+      latest_price = quote["last_trade_price"].to_f
+      quantity = position["quantity"].to_f
+      cost_basis = position["average_buy_price"].to_f
+
+      day_percent_change = (latest_price - previous_close) / previous_close * 100.00
+      day_dollar_change = (latest_price - previous_close) * quantity
+      all_time_dollar_change = (latest_price - cost_basis) * quantity
+
+      day_color = day_dollar_change >= 0 ? :green : :red
+      all_time_color = all_time_dollar_change >= 0 ? :green : :red
+
+      all_time_portfolio_change += all_time_dollar_change
+
+      stock_position_rows << [stock["symbol"], "#{'%.2f' % quantity}", "$ #{'%.2f' % latest_price}", "$ #{'%.2f' % cost_basis}", "$ #{'%.2f' % day_dollar_change}".send(day_color), "#{'%.2f' % day_percent_change} %".send(day_color), "$ #{@client.commarize('%.2f' % all_time_dollar_change)}".send(all_time_color)]
+    end
+
+    options_positions.each do |option_position|
+      next unless option_position["quantity"].to_i > 0
+      option = @client.get(option_position["option"], return_as_json: true)
+      current_price = @client.quote(option_position["chain_symbol"])["last_trade_price"]
+      distance_from_strike = current_price.to_f - option["strike_price"].to_f
+
+      quote = @client.get_option_quote_by_id(option["id"])
+      purchase_price = option_position["average_price"].to_f / 100.00
+      current_price = quote["last_trade_price"].to_f
+
+      if option_position["type"] == "short"
+        purchase_price = purchase_price * -1
+      end
+
+      all_time_change = (current_price - purchase_price) / purchase_price * 100.0
+
+      if option_position["type"] == "short"
+        all_time_change = all_time_change * -1
+      end
+
+      all_time_color = all_time_change >= 0 ? :green : :red
+      distance_from_strike_color = distance_from_strike >= 0 ? :green : :red
+
+      option_position_rows << [option_position["chain_symbol"], option["type"], "#{'%.2f' % option["strike_price"]}", option["expiration_date"], "#{'%.2f' % option_position["quantity"]}", option_position["type"], "$ #{'%.2f' % purchase_price}", "$ #{'%.2f' % current_price}", ('%.2f' % distance_from_strike).send(distance_from_strike_color), "#{'%.2f' % all_time_change} % ".send(all_time_color)]
+    end
+
+    stock_headings = ["Symbol", "Quantity", "Latest price", "Avg price", "Day Change", "Day Change", "All time change"]
+    stocks_table = Table.new(stock_headings, stock_position_rows)
+    portfolio_text = stocks_table
+
+    options_headings = ["Symbol", "Type", "Strike", "Exp", "Quantity", "Type", "Avg price", "Market value", "\u03B7 to strike", "All time change"]
+    options_table = Table.new(options_headings, option_position_rows)
+    portfolio_text += "\n" + options_table
+
+    all_time_portfolio_color = all_time_portfolio_change >= 0 ? :green : :red
+
+    portfolio_text += "\n\nHoldings: $ #{@client.commarize('%.2f' % portfolio["market_value"].to_f)}\n"
+    portfolio_text +=     "Cash:     $ #{@client.commarize('%.2f' % (account["cash"].to_f + account["unsettled_funds"].to_f))}\n"
+    portfolio_text +=     "Equity:   $ #{@client.commarize('%.2f' % portfolio["equity"].to_f)}\n"
+    portfolio_text += "\nAll time change on stock holdings: " + "$ #{@client.commarize('%.2f' % all_time_portfolio_change)}\n".send(all_time_portfolio_color)
+    portfolio_text
+
+  end
+
+end