Files
TradeBlotter/ViewModels/ETFHoldingViewModel.cs
2024-02-23 06:58:53 -05:00

615 lines
25 KiB
C#

using System;
using System.Collections.Generic;
using System.ComponentModel;
using System.Collections.ObjectModel;
using System.Windows.Input;
using System.Threading.Tasks;
using MarketData.MarketDataModel;
using MarketData.DataAccess;
using MarketData;
using TradeBlotter.Command;
using TradeBlotter.Model;
using System.Windows;
using System.Text;
namespace TradeBlotter.ViewModels
{
public class ETFHoldingViewModel : WorkspaceViewModel
{
private ETFHoldingModel selectedItem = null;
private List<String> etfSymbols;
private String selectedSymbol;
private String selectedCompanyName;
private bool isSearchSymbolChecked = true;
private bool isSearchTextChecked = false;
private String searchValue;
private RelayCommand searchCommand;
private RelayCommand displayAnalystRatingsUnderlying;
private RelayCommand displayBollingerBandETF;
private RelayCommand displayBollingerBandUnderlying;
private RelayCommand displayStochasticsETF;
private RelayCommand displayStochasticsUnderlying;
private RelayCommand displayMACDETF;
private RelayCommand displayMACDUnderlying;
private RelayCommand displayPriceHistoryETF;
private RelayCommand displayPriceHistoryUnderlying;
private RelayCommand displayDCFValuationUnderlying;
private RelayCommand displayStickerValuationUnderlying;
private RelayCommand displayHistoricalCommand=null;
private RelayCommand displaySECFilingsCommand;
private RelayCommand addToWatchListCommand;
private RelayCommand removeFromWatchListCommand;
private String title;
private bool busyIndicator = false;
public ETFHoldingViewModel()
{
base.DisplayName = "ETFHoldingView";
etfSymbols = PricingDA.GetSymbolsETF();
PropertyChanged += OnETFHoldingViewModelPropertyChanged;
}
public override SaveParameters GetSaveParameters()
{
return null;
}
public override void SetSaveParameters(SaveParameters saveParameters)
{
}
public override bool CanPersist()
{
return false;
}
public ObservableCollection<ETFHoldingModel> AllETFHoldings
{
get;
private set;
}
public bool BusyIndicator
{
get { return busyIndicator; }
set { busyIndicator = value; }
}
private void CreateAllETFHoldings()
{
try
{
if (null == selectedSymbol) return;
BusyIndicator = true;
Task workerTask = Task.Factory.StartNew(() =>
{
ETFHoldings etfHoldings = ETFHoldingsDA.GetETFHoldings(selectedSymbol);
List<ETFHoldingModel> etfHoldingModelList = new List<ETFHoldingModel>();
foreach (ETFHolding etfHolding in etfHoldings) etfHoldingModelList.Add(new ETFHoldingModel(etfHolding));
this.AllETFHoldings = new ObservableCollection<ETFHoldingModel>(etfHoldingModelList);
});
workerTask.ContinueWith((continuation) =>
{
BusyIndicator = false;
base.OnPropertyChanged("AllETFHoldings");
});
}
catch (Exception exception)
{
MDTrace.WriteLine(LogLevel.DEBUG,exception);
}
}
private void OnETFHoldingViewModelPropertyChanged(object sender, PropertyChangedEventArgs eventArgs)
{
if (eventArgs.PropertyName.Equals("SelectedSymbol"))
{
BusyIndicator = true;
Task workerTask = Task.Factory.StartNew(() =>
{
title = null;
CreateAllETFHoldings();
selectedCompanyName = PricingDA.GetNameForSymbol(selectedSymbol);
});
workerTask.ContinueWith((continuation) =>
{
BusyIndicator = false;
base.OnPropertyChanged("AllETFHoldings");
base.OnPropertyChanged("Title");
});
}
}
public ObservableCollection<MenuItem> MenuItems
{
get
{
ObservableCollection<MenuItem> collection = new ObservableCollection<MenuItem>();
collection.Add(new MenuItem() { Text = "Underlying - Display Bollinger Band",MenuItemClickedCommand=DisplayBollingerBandUnderlying,StaysOpenOnClick=false });
collection.Add(new MenuItem() { Text = "Underlying - Display Analyst Ratings", MenuItemClickedCommand = DisplayAnalystRatings, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Display Sticker Valuation", MenuItemClickedCommand = DisplayStickerValuationUnderlying, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Display Historical", MenuItemClickedCommand = DisplayHistoricalUnderlying, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Display Stochastics", MenuItemClickedCommand = DisplayStochasticsUnderlying, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Display MACD", MenuItemClickedCommand = DisplayMACDUnderlying, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Display Price History", MenuItemClickedCommand = DisplayPriceHistoryUnderlying, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Display DCF Valuation", MenuItemClickedCommand = DisplayDCFValuationUnderlying, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Display SEC Filings", MenuItemClickedCommand = DisplaySECFilings, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Remove from Watchlist", MenuItemClickedCommand = RemoveFromWatchList, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "Underlying - Add To Watchlist", MenuItemClickedCommand = AddToWatchList, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "ETF - Display Bollinger Band", MenuItemClickedCommand = DisplayBollingerBandETF, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "ETF - Display Stochastics", MenuItemClickedCommand = DisplayStochasticsETF, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "ETF - Display MACD", MenuItemClickedCommand = DisplayMACDETF, StaysOpenOnClick = false });
collection.Add(new MenuItem() { Text = "ETF - Display Price History", MenuItemClickedCommand = DisplayPriceHistoryETF, StaysOpenOnClick = false });
return collection;
}
}
public ICommand AddToWatchList
{
get
{
if (addToWatchListCommand == null)
{
addToWatchListCommand = new RelayCommand(param => this.AddToWatchListCommand(),
param =>
{
if (null == selectedItem || null == selectedItem.HoldingSymbol) return false;
if (WatchListDA.IsInWatchList(selectedItem.HoldingSymbol)) return false;
return true;
});
}
return addToWatchListCommand;
}
}
public ICommand RemoveFromWatchList
{
get
{
if (removeFromWatchListCommand == null)
{
removeFromWatchListCommand = new RelayCommand(param => this.RemoveFromWatchListCommand(),
param =>
{
if (null == selectedItem || null == selectedItem.HoldingSymbol) return false;
if (!WatchListDA.IsInWatchList(selectedItem.HoldingSymbol)) return false;
return true;
});
}
return removeFromWatchListCommand;
}
}
public ICommand DisplaySECFilings
{
get
{
if (null == displaySECFilingsCommand)
{
displaySECFilingsCommand = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.SECFilingViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,Valuations");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param => { return null != selectedItem && null!=selectedItem.HoldingSymbol; });
}
return displaySECFilingsCommand;
}
}
public ICommand DisplayAnalystRatings
{
get
{
if (null == displayAnalystRatingsUnderlying)
{
displayAnalystRatingsUnderlying = new RelayCommand(param =>
{
String companyName = PricingDA.GetNameForSymbol(selectedSymbol);
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.AnalystRatingsViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All},SelectedDate,{All},SelectedCompany,"+companyName);
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
// return !(null != selectedItem && selectedItem.HoldingSymbol.Equals("N/A"));
});
}
return displayAnalystRatingsUnderlying;
}
}
public ICommand DisplayStickerValuationUnderlying
{
get
{
if (null == displayStickerValuationUnderlying)
{
displayStickerValuationUnderlying = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.StickerPriceViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All}");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
// return !(null != selectedItem && selectedItem.HoldingSymbol.Equals("N/A"));
});
}
return displayStickerValuationUnderlying;
}
}
public ICommand DisplayHistoricalUnderlying
{
get
{
if (displayHistoricalCommand == null)
{
displayHistoricalCommand = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.HistoricalViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All}");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
});
}
return displayHistoricalCommand;
}
}
public ICommand DisplayDCFValuationUnderlying
{
get
{
if (null == displayDCFValuationUnderlying)
{
displayDCFValuationUnderlying = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.DCFValuationViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All}");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
// return !(null != selectedItem && selectedItem.HoldingSymbol.Equals("N/A"));
});
}
return displayDCFValuationUnderlying;
}
}
public ICommand DisplayBollingerBandETF
{
get
{
if (null == displayBollingerBandETF)
{
displayBollingerBandETF = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.BollingerBandViewModel,SelectedSymbol," + selectedItem.ETFHoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.ETFHoldingSymbol || selectedItem.ETFHoldingSymbol.Equals("N/A"))return false;
return true;
// return !(null==selectedItem);
});
}
return displayBollingerBandETF;
}
}
public ICommand DisplayBollingerBandUnderlying
{
get
{
if (null == displayBollingerBandUnderlying)
{
displayBollingerBandUnderlying = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.BollingerBandViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
// return !(null != selectedItem && selectedItem.HoldingSymbol.Equals("N/A"));
});
}
return displayBollingerBandUnderlying;
}
}
public ICommand DisplayStochasticsETF
{
get
{
if (null == displayStochasticsETF)
{
displayStochasticsETF = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.StochasticsViewModel,SelectedSymbol," + selectedItem.ETFHoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.ETFHoldingSymbol || selectedItem.ETFHoldingSymbol.Equals("N/A"))return false;
return true;
// return !(null==selectedItem);
});
}
return displayStochasticsETF;
}
}
public ICommand DisplayStochasticsUnderlying
{
get
{
if (null == displayStochasticsUnderlying)
{
displayStochasticsUnderlying = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.StochasticsViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
// return !(null != selectedItem && selectedItem.HoldingSymbol.Equals("N/A"));
});
}
return displayStochasticsUnderlying;
}
}
public ICommand DisplayMACDETF
{
get
{
if (null == displayMACDETF)
{
displayMACDETF = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.MACDViewModel,SelectedSymbol," + selectedItem.ETFHoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.ETFHoldingSymbol || selectedItem.ETFHoldingSymbol.Equals("N/A"))return false;
return true;
// return !(null==selectedItem);
});
}
return displayMACDETF;
}
}
public ICommand DisplayMACDUnderlying
{
get
{
if (null == displayMACDUnderlying)
{
displayMACDUnderlying = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.MACDViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
// return !(null != selectedItem && selectedItem.HoldingSymbol.Equals("N/A"));
});
}
return displayMACDUnderlying;
}
}
public ICommand DisplayPriceHistoryETF
{
get
{
if (null == displayPriceHistoryETF)
{
displayPriceHistoryETF = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.PricingViewModel,SelectedSymbol," + selectedItem.ETFHoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.ETFHoldingSymbol || selectedItem.ETFHoldingSymbol.Equals("N/A"))return false;
return true;
// return !(null==selectedItem);
});
}
return displayPriceHistoryETF;
}
}
public ICommand DisplayPriceHistoryUnderlying
{
get
{
if (null == displayPriceHistoryUnderlying)
{
displayPriceHistoryUnderlying = new RelayCommand(param =>
{
SaveParameters saveParams = SaveParameters.Parse("Type,TradeBlotter.ViewModels.PricingViewModel,SelectedSymbol," + selectedItem.HoldingSymbol + ",SelectedWatchList,{All},SelectedDayCount,180");
saveParams.Referer=this;
WorkspaceInstantiator.Invoke(saveParams);
}, param =>
{
if(null==selectedItem || null==selectedItem.HoldingSymbol || selectedItem.HoldingSymbol.Equals("N/A") )return false;
return true;
// return !(null != selectedItem && selectedItem.HoldingSymbol.Equals("N/A"));
});
}
return displayPriceHistoryUnderlying;
}
}
// ***************************************************************************************************************************
public List<String> ETFSymbols
{
get { return etfSymbols; }
}
public String SelectedSymbol
{
get { return selectedSymbol; }
set { selectedSymbol = value; base.OnPropertyChanged("SelectedSymbol"); }
}
public override string DisplayName
{
get { return base.DisplayName; }
}
public override String Title
{
get
{
if (null != title) return title;
return null==selectedCompanyName?null:selectedCompanyName+"("+selectedSymbol+") (Top 10 Holdings)";
}
}
public Boolean IsSearchSymbolChecked
{
get { return isSearchSymbolChecked; }
set { isSearchSymbolChecked = value; base.OnPropertyChanged("IsSearchSymbolChecked"); }
}
public Boolean IsSearchTextChecked
{
get { return isSearchTextChecked; }
set { isSearchTextChecked = value; base.OnPropertyChanged("IsSearchTextChecked"); }
}
public String SearchValue
{
get { return searchValue; }
set
{
searchValue = value;
}
}
public ICommand SearchCommand
{
get
{
if (searchCommand == null)
{
searchCommand = new RelayCommand(param => this.Search(), param => this.CanSearch);
}
return searchCommand;
}
}
public void Search()
{
if(isSearchSymbolChecked)
{
BusyIndicator = true;
Task workerTask = Task.Factory.StartNew(() =>
{
ETFHoldings etfHoldings = ETFHoldingsDA.GetETFHoldingsWithExposureToSymbolLike(searchValue);
List<ETFHoldingModel> etfHoldingModelList = new List<ETFHoldingModel>();
foreach (ETFHolding etfHolding in etfHoldings) etfHoldingModelList.Add(new ETFHoldingModel(etfHolding));
this.AllETFHoldings = new ObservableCollection<ETFHoldingModel>(etfHoldingModelList);
title = "ETF's with exposure to symbol like '" + searchValue + "'";
});
workerTask.ContinueWith((continuation) =>
{
BusyIndicator = false;
base.OnPropertyChanged("AllETFHoldings");
base.OnPropertyChanged("Title");
});
}
else
{
BusyIndicator = true;
Task workerTask = Task.Factory.StartNew(() =>
{
ETFHoldings etfHoldings = ETFHoldingsDA.GetETFHoldingsWithExposureToCompanyLike(searchValue);
List<ETFHoldingModel> etfHoldingModelList = new List<ETFHoldingModel>();
foreach (ETFHolding etfHolding in etfHoldings) etfHoldingModelList.Add(new ETFHoldingModel(etfHolding));
this.AllETFHoldings = new ObservableCollection<ETFHoldingModel>(etfHoldingModelList);
title = "ETF's with exposure to company like '" + searchValue + "'";
});
workerTask.ContinueWith((continuation) =>
{
BusyIndicator = false;
base.OnPropertyChanged("AllETFHoldings");
base.OnPropertyChanged("Title");
});
}
}
private bool CanSearch
{
get
{
return true;
}
}
public ETFHoldingModel SelectedItem
{
get
{
return selectedItem;
}
set
{
selectedItem = value;
}
}
public void AddToWatchListCommand()
{
if (WatchListDA.IsInWatchList(selectedItem.HoldingSymbol))
{
System.Windows.MessageBox.Show("'" + selectedItem.HoldingSymbol + "' is already in watchlist", "Info", MessageBoxButton.OK, MessageBoxImage.Information);
return;
}
if (!WatchListDA.AddToWatchList(selectedItem.HoldingSymbol))
{
System.Windows.MessageBox.Show("Error adding '" + selectedItem.HoldingSymbol + "' to watchlist", "Warning", MessageBoxButton.OK, MessageBoxImage.Warning);
}
else
{
System.Windows.MessageBox.Show("Added '" + selectedItem.HoldingSymbol + "'", "Success", MessageBoxButton.OK, MessageBoxImage.Information);
}
}
public void RemoveFromWatchListCommand()
{
if (!WatchListDA.IsInWatchList(selectedItem.HoldingSymbol))
{
System.Windows.MessageBox.Show("'" + selectedItem.HoldingSymbol + "' is not in watchlist", "Info", MessageBoxButton.OK, MessageBoxImage.Information);
return;
}
if (!WatchListDA.RemoveFromWatchList(selectedItem.HoldingSymbol))
{
System.Windows.MessageBox.Show("Error removing '" + selectedItem.HoldingSymbol + "' from watchlist", "Warning", MessageBoxButton.OK, MessageBoxImage.Warning);
}
else
{
System.Windows.MessageBox.Show("Removed '" + selectedItem.HoldingSymbol + "'", "Success", MessageBoxButton.OK, MessageBoxImage.Information);
}
}
// ********************************************************************** T O O L T I P C A L L O U T S **************************************************************
public String ETFSymbolDescription
{
get
{
if(null==selectedItem||null==selectedItem.ETFHoldingSymbol) return "No row selected.";
StringBuilder sb=new StringBuilder();
CompanyProfile companyProfile=CompanyProfileDA.GetCompanyProfile(selectedItem.ETFHoldingSymbol);
if(null!=companyProfile&&null!=companyProfile.Symbol&&null!=companyProfile.CompanyName) sb.Append(companyProfile.Symbol).Append(" - ").Append(companyProfile.CompanyName).Append("\n");
String sector=PricingDA.GetSectorForSymbol(selectedItem.ETFHoldingSymbol);
String industry=PricingDA.GetIndustryForSymbol(selectedItem.ETFHoldingSymbol);
if(!String.IsNullOrEmpty(sector))sb.Append(sector);
if(!String.IsNullOrEmpty(industry))sb.Append("/").Append(industry);
if(null!=companyProfile && null!=companyProfile.Description)sb.Append("\n").Append(companyProfile.Description);
return sb.ToString();
}
}
public String HoldingSymbolDescription
{
get
{
if(null==selectedItem||null==selectedItem.HoldingSymbol) return "No row selected.";
StringBuilder sb=new StringBuilder();
CompanyProfile companyProfile=CompanyProfileDA.GetCompanyProfile(selectedItem.HoldingSymbol);
if(null!=companyProfile&&null!=companyProfile.Symbol&&null!=companyProfile.CompanyName)sb.Append(companyProfile.Symbol).Append(" - ").Append(companyProfile.CompanyName).Append("\n");
String sector=PricingDA.GetSectorForSymbol(selectedItem.HoldingSymbol);
String industry=PricingDA.GetIndustryForSymbol(selectedItem.HoldingSymbol);
if(!String.IsNullOrEmpty(sector)) sb.Append(sector);
if(!String.IsNullOrEmpty(industry)) sb.Append("/").Append(industry);
if(null!=companyProfile&&null!=companyProfile.Description) sb.Append("\n").Append(companyProfile.Description);
return sb.ToString();
}
}
}
}