Fix symbol cache

PortfolioManager/Cache/SymbolCache.cs

@@ -36,12 +36,15 @@ namespace PortfolioManager.Cache
         symbolCache=new List<string>();
       }
     }
+
     public void Dispose()
     {
       lock(thisLock)
       {
 			  if(null==symbolCacheInstance || false==threadRun)return;
         threadRun=false;
+        symbolCacheInstance=null;
+      }
       if(null!=cacheMonitorThread)
       {
         MDTrace.WriteLine(LogLevel.DEBUG,String.Format("[SymbolCache:Dispose]Thread state is {0}.  Joining main thread...",Utility.ThreadStateToString(cacheMonitorThread)));
@@ -49,18 +52,23 @@ namespace PortfolioManager.Cache
         cacheMonitorThread=null;
         MDTrace.WriteLine(LogLevel.DEBUG,"[SymbolCache:Dispose] End.");
       }
-        symbolCacheInstance=null;
-      }
     }
 
     public List<String> GetSymbols()
     {
-      lock(this)
+      lock(thisLock)
       {
-        if(0==symbolCache.Count)symbolCache=PricingDA.GetSymbols();
+        if(symbolCache.Count>0)return new List<string>(symbolCache);
-        return symbolCache;
+      }
+      List<String> symbols = PricingDA.GetSymbols();
+      lock(thisLock)
+      {
+        if(symbolCache.Count>0)return new List<string>(symbolCache);
+        symbolCache=new List<String>(symbols);
+        return new List<string>(symbols);
       }
     }
+
     private void ThreadProc()
     {
       int quantums=0;
@@ -68,13 +76,15 @@ namespace PortfolioManager.Cache
       while(threadRun)
       {
         Thread.Sleep(quantumInterval);
+        if(!threadRun)break;
         quantums+=quantumInterval;
         if(quantums>cacheRefreshAfter)
         {
           quantums=0;
+          List<String> symbols =  PricingDA.GetSymbols();
           lock(thisLock)
           {
-            symbolCache=PricingDA.GetSymbols();
+            symbolCache=new List<string>(symbols);
           }
         }
       }

PortfolioManager/Models/CMTPositionModelCollection.cs

@@ -270,7 +270,7 @@ namespace PortfolioManager.Models
       {
         if(!IsActivePosition) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Blue);
         if(!Utility.IsEpoch(position.LastStopAdjustment)) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Black);  // if we have a trailing stop then we are no longer using the initial stop
-        StopLimit stopLimit=StopLimitDA.GetStopLimit(position.Symbol);
+        StopLimit stopLimit=StopLimitDA.GetStopLimit(position.Symbol,position.Shares);
         if(null==stopLimit||!stopLimit.StopPrice.Equals(Math.Round(position.InitialStopLimit,2))) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Purple);
         if(currentPriceLow<=position.InitialStopLimit) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Red);
         return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Black);
@@ -295,7 +295,7 @@ namespace PortfolioManager.Models
         {
           return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Red);
         }
-        StopLimit stopLimit=StopLimitDA.GetStopLimit(position.Symbol);
+        StopLimit stopLimit=StopLimitDA.GetStopLimit(position.Symbol,position.Shares);
         if(null==stopLimit || !stopLimit.StopPrice.Equals(Math.Round(position.TrailingStopLimit,2))) 
         {
           return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Purple);

PortfolioManager/Models/GainLossModel.cs

@@ -36,17 +36,17 @@ namespace PortfolioManager.Models
       return compositeDataSource;
     }
 
-    public static CompositeDataSource CreateCompositeDataSource(DateTime xSource, double ySource)
+    // public static CompositeDataSource CreateCompositeDataSource(DateTime xSource, double ySource)
-    {
+    // {
-      if (Utility.IsEpoch(xSource)) return Empty();
+    //   if (Utility.IsEpoch(xSource)) return Empty();
-      SortedDateTimeDataAdapter sortedDateTimeDataAdapter = new SortedDateTimeDataAdapter();
+    //   SortedDateTimeDataAdapter sortedDateTimeDataAdapter = new SortedDateTimeDataAdapter();
-      sortedDateTimeDataAdapter.Add(xSource, ySource);
+    //   sortedDateTimeDataAdapter.Add(xSource, ySource);
-      CompositeDataSource compositeDataSource = new CompositeDataSource()
+    //   CompositeDataSource compositeDataSource = new CompositeDataSource()
-      {
+    //   {
-        DataAdapter = sortedDateTimeDataAdapter
+    //     DataAdapter = sortedDateTimeDataAdapter
-      };
+    //   };
-      return compositeDataSource;      
+    //   return compositeDataSource;      
-    }    
+    // }    
 
     // This is the active gain/loss as number or percent.
     public static CompositeDataSource GainLoss(ModelPerformanceSeries gainLossList, bool useGainLoss)

PortfolioManager/Models/MGSHPositionModelCollection.cs

@@ -542,7 +542,7 @@ namespace PortfolioManager.Models
             {
                 if (!IsActivePosition) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Blue);
                 if (!Utility.IsEpoch(position.LastStopAdjustment)) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Black);  // if we have a trailing stop then we are no longer using the initial stop
-                StopLimit stopLimit = StopLimitDA.GetStopLimit(position.Symbol);
+                StopLimit stopLimit = StopLimitDA.GetStopLimit(position.Symbol,position.Shares);
                 if (null == stopLimit || !stopLimit.StopPrice.Equals(Math.Round(position.InitialStopLimit, 2))) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Purple);
                 if (currentPriceLow <= position.InitialStopLimit) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Red);
                 return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Black);
@@ -569,7 +569,7 @@ namespace PortfolioManager.Models
                 {
                     return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Red);
                 }
-                StopLimit stopLimit = StopLimitDA.GetStopLimit(position.Symbol);
+                StopLimit stopLimit = StopLimitDA.GetStopLimit(position.Symbol,position.Shares);
                 if (null == stopLimit || !stopLimit.StopPrice.Equals(Math.Round(position.TrailingStopLimit, 2))) return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Purple);
                 return BrushCollection.GetContextBrush(BrushCollection.BrushColor.Black);
             }

PortfolioManager/Models/StopLimitCompositeModel.cs

@@ -3,6 +3,7 @@ using System.Collections.Generic;
 using System.Linq;
 using Eremex.AvaloniaUI.Charts;
 using MarketData.MarketDataModel;
+using MarketData.Utils;
 using PortfolioManager.DataSeriesViewModels;
 
 namespace PortfolioManager.Models
@@ -37,5 +38,25 @@ namespace PortfolioManager.Models
         };
         return compositeDataSource;
     }
+    
+    public static CompositeDataSource CreateCompositeDataSource(DateTime xSource,StopLimits stopLimits)
+    {
+      if (null == stopLimits || 0 == stopLimits.Count) return Empty();
+      foreach(StopLimit stopLimit in stopLimits)
+      {
+          stopLimit.EffectiveDate = xSource;
+      }
+      SortedDateTimeDataAdapter sortedDateTimeDataAdapter = new SortedDateTimeDataAdapter();
+      List<StopLimit> sortedStopLimits = stopLimits.OrderBy(x => x.EffectiveDate).ToList();
+      foreach (StopLimit stopLimit in sortedStopLimits)
+      {
+        sortedDateTimeDataAdapter.Add(stopLimit.EffectiveDate, stopLimit.StopPrice);
+      }
+        CompositeDataSource compositeDataSource = new CompositeDataSource()
+        {
+            DataAdapter = sortedDateTimeDataAdapter
+        };
+        return compositeDataSource;   
+    }       
   }
 }

PortfolioManager/Renderers/BollingerBandRenderer.cs

@@ -40,7 +40,7 @@ namespace PortfolioManager.Renderers
       private bool showInsiderTransactions = true;
       private bool showLeastSquares = true;
       private bool syncTradeToBand = true;
-      private StopLimit stopLimit = default;               // StopLimits that the renderer has located using StopLimitDA
+      private StopLimits internalStopLimits = default;               // StopLimits that the renderer has located using StopLimitDA
       private StopLimits externalStopLimits = default;     // StopLimits that are provided to the renderer externally by a model
       private PortfolioTrades portfolioTrades = default;
       private PortfolioTrades portfolioTradesLots = default;
@@ -97,7 +97,8 @@ namespace PortfolioManager.Renderers
         MDTrace.WriteLine(LogLevel.DEBUG,$"[SetData] ENTER");
         this.selectedSymbol = selectedSymbol;
         this.selectedDayCount = selectedDayCount;
-        stopLimit = StopLimitDA.GetStopLimit(selectedSymbol);
+        
+        internalStopLimits = StopLimitDA.GetStopLimits(selectedSymbol);
         portfolioTrades = PortfolioDA.GetTradesSymbol(selectedSymbol);
         portfolioTradesLots = LotAggregator.CombineLots(portfolioTrades);
 
@@ -245,9 +246,9 @@ namespace PortfolioManager.Renderers
       {
         StopLimits = StopLimitCompositeModel.CreateCompositeDataSource(externalStopLimits);
       }
-      else if (null != stopLimit && null != zeroPrice)
+      else if (null != internalStopLimits && null != zeroPrice)
       {
-        StopLimits = GainLossModel.CreateCompositeDataSource(zeroPrice.Date, stopLimit.StopPrice);
+        StopLimits = StopLimitCompositeModel.CreateCompositeDataSource(zeroPrice.Date, internalStopLimits);
       }
       (DateTime[] dates, double[] values) = StopLimits.ToXYData();
 
@@ -262,6 +263,7 @@ namespace PortfolioManager.Renderers
       }
 
       if(!showTradeLabels)return;
+      Price latestPrice = prices[0];
 
       // Add the text marker
       if (null != externalStopLimits)
@@ -275,7 +277,6 @@ namespace PortfolioManager.Renderers
           sb.Append(Utility.FormatCurrency(limit.StopPrice));
           if (index == externalStopLimits.Count - 1)
           {
-            Price latestPrice = prices[0];
             double percentOffsetFromLow = ((latestPrice.Low - limit.StopPrice) / limit.StopPrice);
             sb.Append(" (").Append(percentOffsetFromLow > 0 ? "+" : "").Append(Utility.FormatPercent(percentOffsetFromLow)).Append(")");
           }
@@ -291,22 +292,42 @@ namespace PortfolioManager.Renderers
       else
       {
         if (null == zeroPrice) return;
-        if (null == stopLimit || null == zeroPrice) return;
+        if (null == internalStopLimits || null == zeroPrice) return;
-        Price latestPrice = prices[0];
+        for (int index = 0; index < internalStopLimits.Count; index++)
-        double percentOffsetFromLow = ((latestPrice.Low - stopLimit.StopPrice) / stopLimit.StopPrice);
+        {
+          StopLimit limit = internalStopLimits[index];
 
           StringBuilder sb = new StringBuilder();
-        sb.Append(stopLimit.StopType).Append(" ");
+          sb.Append(limit.StopType).Append(" ");
-        sb.Append(Utility.FormatCurrency(stopLimit.StopPrice));
+          sb.Append(Utility.FormatCurrency(limit.StopPrice));
+          if (index == internalStopLimits.Count - 1)
+          {
+            double percentOffsetFromLow = ((latestPrice.Low - limit.StopPrice) / limit.StopPrice);
             sb.Append(" (").Append(percentOffsetFromLow > 0 ? "+" : "").Append(Utility.FormatPercent(percentOffsetFromLow)).Append(")");
+          }
           Image image = TextMarkerImageGenerator.GenerateImage(sb.ToString(), FontFactor.FontSize);
-        Coordinates coordinates = new Coordinates(latestPrice.Date.ToOADate() - offsets.Offset(OffsetDictionary.OffsetType.HorizontalOffset3PC), 
+          Coordinates coordinates = new Coordinates(limit.EffectiveDate.ToOADate(), 
-            stopLimit.StopPrice - offsets.Offset(OffsetDictionary.OffsetType.VerticalOffset6P5PC));
+               limit.StopPrice - offsets.Offset(OffsetDictionary.OffsetType.VerticalOffset6P5PC));
 
           coordinates = textMarkerManager.GetBestMarkerLocation(coordinates.X, coordinates.Y,offsets, offsets.Offset(OffsetDictionary.OffsetType.VerticalOffset6P5PC));
 
           ImageMarker imageMarker = Plotter.Plot.Add.ImageMarker(coordinates, image);
         }        
+        
+        // double percentOffsetFromLow = ((latestPrice.Low - stopLimit.StopPrice) / stopLimit.StopPrice);
+
+        // StringBuilder sb = new StringBuilder();
+        // sb.Append(stopLimit.StopType).Append(" ");
+        // sb.Append(Utility.FormatCurrency(stopLimit.StopPrice));
+        // sb.Append(" (").Append(percentOffsetFromLow > 0 ? "+" : "").Append(Utility.FormatPercent(percentOffsetFromLow)).Append(")");
+        // Image image = TextMarkerImageGenerator.GenerateImage(sb.ToString(), FontFactor.FontSize);
+        // Coordinates coordinates = new Coordinates(latestPrice.Date.ToOADate() - offsets.Offset(OffsetDictionary.OffsetType.HorizontalOffset3PC), 
+        //     stopLimit.StopPrice - offsets.Offset(OffsetDictionary.OffsetType.VerticalOffset6P5PC));
+
+        // coordinates = textMarkerManager.GetBestMarkerLocation(coordinates.X, coordinates.Y,offsets, offsets.Offset(OffsetDictionary.OffsetType.VerticalOffset6P5PC));
+
+        // ImageMarker imageMarker = Plotter.Plot.Add.ImageMarker(coordinates, image);
+      }
     }
 
     /// <summary>

PortfolioManager/saveparams.config

@@ -1,12 +1,4 @@
 Type,PortfolioManager.ViewModels.MGSHMomentumViewModel,PathFileName,C:\boneyard\marketdata\Sessions\MGSH20250331.TXT
 Type,PortfolioManager.ViewModels.MomentumViewModel,PathFileName,C:\boneyard\marketdata\Sessions\MG20180131.TXT
 Type,PortfolioManager.ViewModels.CMMomentumViewModel,PathFileName,C:\boneyard\marketdata\Sessions\CM20191031.TXT
-Type,PortfolioManager.ViewModels.CMTrendViewModel,PathFileName,C:\boneyard\marketdata\Sessions\CMT20200817.TXT
+Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,ALHC,SelectedWatchList,{ALL},SelectedDayCount,90,SyncTradeToBand,False,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,SPOT,SelectedWatchList,Valuations,SelectedDayCount,90,SyncTradeToBand,False,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,GWRE,SelectedWatchList,Valuations,SelectedDayCount,90,SyncTradeToBand,True,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,CRS,SelectedWatchList,Valuations,SelectedDayCount,90,SyncTradeToBand,True,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,T,SelectedWatchList,Valuations,SelectedDayCount,90,SyncTradeToBand,True,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,NRG,SelectedWatchList,Valuations,SelectedDayCount,90,SyncTradeToBand,False,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,PSO,SelectedWatchList,Valuations,SelectedDayCount,90,SyncTradeToBand,True,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,PARR,SelectedWatchList,Valuations,SelectedDayCount,180,SyncTradeToBand,False,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True
-Type,PortfolioManager.ViewModels.BollingerBandViewModel,SelectedSymbol,SH,SelectedWatchList,Valuations,SelectedDayCount,90,SyncTradeToBand,False,ShowTradeLabels,True,UseLeastSquaresFit,True,ShowInsiderTransactions,True