run.py

from srv import pricedata, portfolio, inputs, format
import finnhub
from decouple import config

FINNHUB_CLIENT_KEY = config("FINNHUB_KEY")
FINNHUB_CLIENT = finnhub.Client(api_key=FINNHUB_CLIENT_KEY)


def start_program():
    """
    Provide opening option to user and runs appropriate
    function based on the response given.
    """
    expected_responses = ["L", "P"]
    message = "If you would like to check Live Stock or "\
        f"Crypto prices press {expected_responses[0]}. "\
        "If you would like to View or Edit your personal positions "\
        f"press {expected_responses[1]}.\n"\
        "Enter your response "\
        f"({expected_responses[0]}/{expected_responses[1]}):\n"

    response = inputs.basic_input_request(message, expected_responses)

    if response == expected_responses[0]:
        live_search()
    elif response == expected_responses[1]:
        format.clear()
        print("Obtaining position data...\n")
        portfolio_search()


def live_search():
    """
    Requests user input and confirms user inputs are valid.
    Formats ticker for crypto if c is chosen.
    Takes user's inputs and provides market data for the given ticker.
    """
    expected_search_types = ["C", "S"]
    search = f"Enter {expected_search_types[0]} if you wish to search a "\
        f"cryptocurrency or {expected_search_types[1]} for "\
        "a stock\nfollowed by the ticker/crypto symbol "\
        "combo you wish to view, separated with "\
        "a space (eg S AMC, C BTC): \n"
    search_query = inputs.complex_query(search, expected_search_types)
    search_type = search_query[0]
    requested_ticker = search_query[1]
    live_price = pricedata.get_live_data(
        search_type, requested_ticker, FINNHUB_CLIENT)
    requested_ticker = format.remove_crypto_format(requested_ticker)
    print(f"The current price for {requested_ticker.pop()} "
          f"is ${live_price.pop()}\n")
    navigate()


def portfolio_search():
    """
    Searches portfolio worksheets and uses data to display live
    values for all assets held within portfolio. Passes total value
    of portfolio currently to next option chain function.
    """
    all_portfolio_amounts = portfolio.retrieve_portfolio_amounts()

    stock_portfolio_tickers = all_portfolio_amounts[0][0]
    stock_amounts = all_portfolio_amounts[0][1:]
    stock_live_prices = pricedata.get_live_data(
        "S", stock_portfolio_tickers, FINNHUB_CLIENT)
    stock_values = portfolio.calculate_values(stock_amounts, stock_live_prices)
    print("Your current portfolio contains: \n")

    crypto_portfolio_tickers = all_portfolio_amounts[1][0]
    format.format_crypto(crypto_portfolio_tickers)
    crypto_amounts = all_portfolio_amounts[1][1:]
    crypto_live_prices = pricedata.get_live_data(
        "C", crypto_portfolio_tickers, FINNHUB_CLIENT)
    crypto_values = portfolio.calculate_values(
        crypto_amounts, crypto_live_prices)
    crypto_tickers = format.remove_crypto_format(crypto_portfolio_tickers)

    print("Stock:")
    for (ticker, value) in zip(stock_portfolio_tickers, stock_values):
        print(f"{ticker} worth ${value}")
    print("\n")
    print("Crypto:")
    for (ticker, value) in zip(crypto_tickers, crypto_values):
        print(f"{ticker} worth ${value}")

    total_value = portfolio.calculate_total_value(stock_values, crypto_values)
    portfolio_options(total_value, stock_amounts, crypto_amounts)


def portfolio_options(total_value, stock_amounts, crypto_amounts):
    """
    Give user options for actions they can take to make changes
    to their portfolio. Runs correct function according to choice given.
    """
    while True:
        expected_responses = ["1", "2", "3", "4"]
        message = f"\nDo you want to: \n"\
            f"{expected_responses[0]} Create/Remove a position?\n"\
            f"{expected_responses[1]} Edit an existing position?\n"\
            f"{expected_responses[2]} Calculate current P/L?\n"\
            f"{expected_responses[3]} Return to start?\n"\
            "\nInput the number of your desired option.\n"

        response = inputs.basic_input_request(message, expected_responses)

        if response == expected_responses[0]:
            expected_types = ["C", "S"]
            search = f"\nEnter {expected_types[0]} if you wish to add/remove "\
                f"a cryptocurrency position or {expected_types[1]} for a "\
                "stock\nfollowed by the ticker/crypto symbol combo you wish "\
                "to add/remove, separated with a space (eg S AMC, C BTC): \n"
            complex_response = inputs.complex_query(search, expected_types)
            response_type = complex_response[0]
            response_ticker = format.remove_crypto_format(complex_response[1])
            portfolio.create_position(response_type, response_ticker)
        elif response == expected_responses[1]:
            expected_types = ["C", "S"]
            search = f"\nEnter {expected_types[0]} if you wish to edit a "\
                f"cryptocurrency or {expected_types[1]} for a stock\n"\
                "followed by the ticker/crypto symbol combo you wish "\
                "to edit, separated with a space (eg S AMC, C BTC): \n"
            complex_response = inputs.complex_query(search, expected_types)
            response_type = complex_response[0]
            response_ticker = format.remove_crypto_format(complex_response[1])
            portfolio.edit_positions(response_type, response_ticker)
        elif response == expected_responses[2]:
            portfolio.calculate_pl(total_value, stock_amounts, crypto_amounts)
        elif response == expected_responses[3]:
            format.clear()
            start_program()


def navigate():
    """
    Give user option of searching another ticker or
    return to start menu options.
    """
    expected_responses = ["A", "H"]
    message = "If you wish to search another item "\
        f"press {expected_responses[0]} \n"\
        "If you wish to return to home "\
        f"press {expected_responses[1]}\n"

    response = inputs.basic_input_request(message, expected_responses)

    if response == expected_responses[0]:
        live_search()
    elif response == expected_responses[1]:
        format.clear()
        start_program()


def main():
    """
    Welcome user and start the program
    """
    print("Welcome to your own personal Portfolio Tracker!\n")
    start_program()


main()