Initial Commit

2024-03-03 22:51:59 -05:00
parent 2a2712c428
commit c7e813848b
10 changed files with 531 additions and 0 deletions
--- a/MarketDataUnitTests/MarketDataFeedTests.cs
+++ b/MarketDataUnitTests/MarketDataFeedTests.cs
@@ -0,0 +1,373 @@
+using MarketData;
+using MarketData.DataAccess;
+using MarketData.Helper;
+using MarketData.MarketDataModel;
+using MarketData.Utils;
+using Microsoft.VisualStudio.TestTools.UnitTesting;
+using System;
+using System.Collections.Generic;
+
+namespace MarketDataUnitTests
+{
+  [TestClass]
+  public class MarketDataFeedTests
+  {
+
+    [TestMethod]
+//    [Ignore]
+    public void ETFHoldsingsYahooRetrieval()   // The feed layout has chnaged
+    {
+      String etfSymbol="ACWX";
+      ETFHoldings etfHoldings=MarketDataHelper.GetETFHoldings(etfSymbol);
+      Assert.IsTrue(null!=etfHoldings && etfHoldings.Count>0);
+    }
+
+    [TestMethod]
+    public void LatestPriceYahoo2Retrieval()        // The feed layout has changed
+    {
+//      String symbol="AAPL";
+//      String symbol="JFNNX";
+      String symbol="1234";
+      Price price=MarketDataHelper.GetLatestPriceYahoo2(symbol);
+      Assert.IsTrue(null!=price,"No Price");
+      Assert.IsTrue(price.IsValid,"Invalid Price");
+    }
+
+    [TestMethod]
+    [Ignore]
+    public void LatestPriceYahooRetrieval()        // The feed layout has changed
+    {
+      String symbol="AAPL";
+      Price price=MarketDataHelper.GetLatestPriceYahoo(symbol);
+      Assert.IsTrue(null!=price,"No Price");
+      Assert.IsTrue(price.IsValid,"Invalid Price");
+    }
+
+    // This test only passes when the web proxy is bypassed
+    [TestMethod]
+    public void FundamentalYahooRetrieval()
+    {
+      String symbol = "MIDD";
+      Fundamental fundamental=MarketDataHelper.GetFundamental(symbol);
+      Assert.IsTrue(null!=fundamental);
+//      Assert.IsTrue(!Utility.IsEpoch(fundamental.NextEarningsDate),"NextEarningsDate");
+//      Assert.IsTrue(!double.IsNaN(fundamental.Beta),"Beta");
+      Assert.IsTrue(!double.IsNaN(fundamental.Low52),"Low52");
+      Assert.IsTrue(!double.IsNaN(fundamental.High52),"High52");
+      Assert.IsTrue(!double.IsNaN(fundamental.Volume),"Volume");
+//      Assert.IsTrue(!double.IsNaN(fundamental.MarketCap),"MarketCap");
+      Assert.IsTrue(!double.IsNaN(fundamental.PE),"PE");
+      Assert.IsTrue(!double.IsNaN(fundamental.EPS),"EPS");
+//      Assert.IsTrue(!double.IsNaN(fundamental.PEG),"PEG");
+      Assert.IsTrue(!double.IsNaN(fundamental.ReturnOnAssets),"ReturnOnAssets");
+      Assert.IsTrue(!double.IsNaN(fundamental.ReturnOnEquity),"ReturnOnEquity");
+      Assert.IsTrue(!double.IsNaN(fundamental.TotalCash),"TotalCash");
+      Assert.IsTrue(!double.IsNaN(fundamental.TotalDebt),"TotalDebt");
+//      Assert.IsTrue(!double.IsNaN(fundamental.SharesOutstanding),"SharesOutstanding");
+      Assert.IsTrue(!double.IsNaN(fundamental.Revenue),"Revenue");
+      Assert.IsTrue(!double.IsNaN(fundamental.RevenuePerShare),"RevenuePerShare");
+      Assert.IsTrue(!double.IsNaN(fundamental.QtrlyRevenueGrowth),"QtrlyRevenueGrowth");
+//      Assert.IsTrue(!double.IsNaN(fundamental.GrossProfit),"GrossProfit");
+      Assert.IsTrue(!double.IsNaN(fundamental.EBITDA),"EBITDA");
+      Assert.IsTrue(!double.IsNaN(fundamental.NetIncomeAvailableToCommon),"NetIncomeAvailableToCommon");
+      Assert.IsTrue(!double.IsNaN(fundamental.BookValuePerShare),"BookValuePerShare");
+      Assert.IsTrue(!double.IsNaN(fundamental.OperatingCashflow),"OperatingCashflow");
+      Assert.IsTrue(!double.IsNaN(fundamental.LeveragedFreeCashflow),"LeveragedFreeCashflow");
+      Assert.IsTrue(!double.IsNaN(fundamental.Equity),"Equity");
+      Assert.IsTrue(!double.IsNaN(fundamental.TrailingPE),"TrailingPE");
+      Assert.IsTrue(!double.IsNaN(fundamental.EnterpriseValue),"EnterpriseValue");
+//      Assert.IsTrue(!double.IsNaN(fundamental.EBIT),"EBIT");
+      Assert.IsTrue(!double.IsNaN(fundamental.DebtToEquity),"DebtToEquity");
+    }
+
+    [TestMethod]
+    public void DividendHistoryRetrieval()
+    {
+      Dictionary<String,bool> items=new Dictionary<String,bool>();
+      String dividendSymbol="AAPL";
+      DividendHistory dividendHistory=MarketDataHelper.GetDividendHistory(dividendSymbol);
+      Assert.IsTrue(null!=dividendHistory && dividendHistory.Count>0);
+    }
+
+    [TestMethod]
+    public void PremarketRetrieval()
+    {
+      PremarketElements premarketElements = MarketDataHelper.GetPremarketData();
+      Assert.IsTrue(null!=premarketElements && premarketElements.Count>0);
+    }
+
+    [TestMethod]
+    public void EarningsAnnouncementsaRetrieval()
+    {
+      String symbol="MIDD";
+      EarningsAnnouncements earningsAnnouncements=MarketDataHelper.GetEarningsAnnouncements(symbol);
+      Assert.IsTrue(null!=earningsAnnouncements && earningsAnnouncements.Count>0);
+    }
+
+    [TestMethod]
+    public void ZacksRankRetrieval()
+    {
+      String symbol="MIDD";
+      ZacksRank zacksRank=MarketDataHelper.GetZacksRank(symbol);
+      Assert.IsTrue(null!=zacksRank && null!=zacksRank.Rank);
+    }
+
+    [TestMethod]
+    public void GetSplitsRetrieval()
+    {
+      Splits splits=MarketDataHelper.GetSplits();
+      Assert.IsTrue(null!=splits && splits.Count>0);
+    }
+
+    [TestMethod]
+    public void GDPPerCapitaRetrieval()
+    {
+      EconomicIndicators economicIndicators=MarketDataHelper.GetGDPPerCapita();
+      Assert.IsTrue(null!=economicIndicators && economicIndicators.Count>0);
+    }
+
+    [TestMethod]
+    public void LatestAnalystRatingsRetrieval()
+    {
+     AnalystRatings analystRatings=MarketDataHelper.GetLatestAnalystRatings();
+     Assert.IsTrue(null!=analystRatings && analystRatings.Count>0);
+    }
+
+    [TestMethod]
+    public void AnalystRatingsMarketBeatRetrieval()
+    {
+      String symbol="AAPL";
+      AnalystRatings analystRatings=MarketDataHelper.GetAnalystRatingsMarketBeat(symbol);
+      Assert.IsTrue(null!=analystRatings && analystRatings.Count>0);
+    }
+
+    [TestMethod]
+    public void SECCIKRetrieval()
+    {
+      String symbol="AAPL";
+      String strCik=MarketDataHelper.GetCIK(symbol);
+      Assert.IsTrue(null!=strCik);
+    }
+
+    [TestMethod]
+    public void SECFilingsRetrieval()
+    {
+      String symbol="AAPL";
+      String strCik=MarketDataHelper.GetCIK(symbol);
+      Assert.IsTrue(null!=strCik);
+      SECFilings secFilings=MarketDataHelper.GetSECFilings(symbol,strCik,1);
+      Assert.IsTrue(null!=secFilings && secFilings.Count>0);
+    }
+
+    [TestMethod]
+    public void YieldCurveRetrieval()
+    {
+      DateGenerator dateGenerator= new DateGenerator();
+      DateTime analysisDate=dateGenerator.FindPrevBusinessDay(DateTime.Now);
+      YieldCurve yieldCurve=MarketDataHelper.GetYieldCurve(analysisDate.Year);
+      Assert.IsTrue(null!=yieldCurve && yieldCurve.Count>0);
+      Assert.IsTrue(yieldCurve[yieldCurve.Count-1].Date.Month.Equals(analysisDate.Month));
+    }
+
+    [TestMethod]
+    public void InsiderTransactionRetrieval()
+    {
+      DateTime now = DateTime.Now;
+      DateGenerator dateGenerator = new DateGenerator();
+      InsiderTransactions insiderTransactions = InsiderTransactionDA.GetLatestInsiderTransactions();
+      Assert.IsTrue(null!=insiderTransactions && insiderTransactions.Count>0);
+      InsiderTransaction insiderTransaction = insiderTransactions[0];
+      int daysBetween = dateGenerator.DaysBetween(now, insiderTransaction.TransactionDate)+1;
+      Assert.IsTrue(daysBetween<10);
+      InsiderTransactions latestTransactions=MarketDataHelper.GetInsiderTransactions(insiderTransaction.Symbol,daysBetween);
+      Assert.IsTrue(null!=latestTransactions && latestTransactions.Count>0);
+    }
+
+    [TestMethod]
+    public void CompanyProfileRetrieval()
+    {
+      String symbol="MIDD";
+      CompanyProfile companyProfile=MarketDataHelper.GetCompanyProfile(symbol);
+      Assert.IsTrue(null!=companyProfile);
+    }
+
+    [TestMethod]
+    public void HeadlinesRetrieval()
+    {
+      String symbol="MIDD";
+      Headlines headlines = HeadlinesDA.GetLatestHeadlines();
+      Assert.IsTrue(null!=headlines && headlines.Count>0);
+      Headline headline = headlines[0];
+      Headlines companyHeadlines = HeadlinesMarketDataHelper.GetHeadlinesEx(headline.Symbol);
+      Assert.IsTrue(null!=companyHeadlines && companyHeadlines.Count>0);
+    }
+
+    [TestMethod]
+    public void AnalystPriceTargetMarketBeatRetrieval()
+    {
+      String symbol="MGPI";
+      AnalystPriceTarget analystPriceTarget=MarketDataHelper.GetAnalystPriceTargetMarketBeat(symbol);
+      Assert.IsTrue(null!=analystPriceTarget);
+      Assert.IsTrue(!Double.IsNaN(analystPriceTarget.HighTargetPrice));
+      Assert.IsTrue(!Double.IsNaN(analystPriceTarget.LowTargetPrice));
+      Assert.IsTrue(!Double.IsNaN(analystPriceTarget.MeanTargetPrice));
+      Assert.IsTrue(!Double.IsNaN(analystPriceTarget.MedianTargetPrice));
+    }
+
+    [TestMethod]
+    public void HistoricalRetrieval()
+    {
+      String symbol="AAPL";
+      Dictionary<TimeSeriesElement.ElementType, TimeSeriesCollection> timeSeries=MarketDataHelper.GetHistoricalValues(symbol);
+      Assert.IsTrue(null!=timeSeries);
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.ROA),"Missing ROA");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.ROIC),"Missing ROIC");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.BVPS),"Missing BVPS");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.Inventory),"Missing Inventory");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.AccountsReceivable),"Missing AccountsReceivable");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.COGS),"Missing COGS");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.OperatingIncome),"Missing OperatingIncome");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.InterestExpense),"Missing InterestExpense");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.TaxRate),"Missing TaxRate");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.Revenue),"Missing Revenue");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.NetIncomeAvailableToCommonShareholders),"Missing NetIncomeAvailableToCommonShareholders");
+      Assert.IsTrue(timeSeries.ContainsKey(TimeSeriesElement.ElementType.OperatingCashflow),"Missing OperatingCashflow");
+    }
+
+    [TestMethod]
+    public void IncomeStatementNASDAQRetrievsl()
+    {
+      String symbol="MIDD";
+      List<IncomeStatement> incomeStatements=MarketDataHelper.GetIncomeStatementNASDAQ(symbol,IncomeStatement.PeriodType.Annual);
+      Assert.IsTrue(null!=incomeStatements && incomeStatements.Count>0);
+    }
+
+    [TestMethod]
+    public void IncomeStatementFinVizRetrievsl()
+    {
+      String symbol="MIDD";
+      List<IncomeStatement> incomeStatements=MarketDataHelper.GetIncomeStatementFinViz(symbol,IncomeStatement.PeriodType.Annual);
+      Assert.IsTrue(null!=incomeStatements && incomeStatements.Count>0);
+    }
+
+    [TestMethod]
+    public void BalanceSheetNASDAQRetrieval()
+    {
+      String symbol="MIDD";
+      List<BalanceSheet> balanceSheets = MarketDataHelper.GetBalanceSheetNASDAQ(symbol, BalanceSheet.PeriodType.Annual);
+      Assert.IsTrue(null != balanceSheets && balanceSheets.Count > 0);
+      BalanceSheet balanceSheet = balanceSheets[0];
+      Assert.IsTrue(!double.IsNaN(balanceSheet.CashAndCashEquivalents),"CashAndCashEquivalents");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.DeferredLongTermLiabilities),"DeferredLongTermLiabilities");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.IntangibleAssets),"IntangibleAssets");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.Inventory),"Inventory");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.LongTermDebt),"LongTermDebt");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.NetCurrentAssetValue),"NetCurrentAssetValue");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.NetFixedAssets),"NetFixedAssets");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.OtherLiabilities),"OtherLiabilities");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.PropertyPlantAndEquipment),"PropertyPlantAndEquipment");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.TotalAssets),"TotalAssets");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.TotalCurrentAssets),"TotalCurrentAssets");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.TotalCurrentLiabilities),"TotalCurrentLiabilities");
+      Assert.IsTrue(!double.IsNaN(balanceSheet.TotalLiabilities),"TotalLiabilities");
+    }
+
+    [TestMethod]
+    public void CashflowStatementMorningStarRetrieval()
+    {
+      String symbol="MIDD";
+      List<CashflowStatement> cashflowStatements = MarketDataHelper.GetCashflowStatement(symbol, CashflowStatement.PeriodType.Annual);
+      Assert.IsTrue(null != cashflowStatements && cashflowStatements.Count > 0);
+      CashflowStatement cashflowStatement = cashflowStatements[0];
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.DepreciationAndAmortization),"DepreciationAndAmortization");
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.DeferredIncomeTaxes),"DeferredIncomeTaxes");      
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.StockBasedCompensation),"StockBasedCompensation");      
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.AccountsReceivable),"AccountsReceivable");      
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.Inventory),"Inventory");      
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.AccountsPayable),"AccountsPayable");      
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.AccruedLiabilities),"AccruedLiabilities");      
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.OperatingCashflow),"OperatingCashflow");      
+      Assert.IsTrue(!double.IsNaN(cashflowStatement.FreeCashflow),"FreeCashflow");      
+    }
+
+    [TestMethod]
+    public void CurrencyConversionXERetrieval()
+    {
+      DateGenerator dateGenerator = new DateGenerator();
+      String sourceCurrency="USD";
+      DateTime analysisDate = DateTime.Now;
+      analysisDate = dateGenerator.GetPrevBusinessDay(analysisDate);
+      CurrencyConversionCollection currencyConversionCollection = MarketDataHelper.GetCurrencyConversion(sourceCurrency,analysisDate);
+      Assert.IsTrue(null!=currencyConversionCollection && currencyConversionCollection.Count>0);
+    }
+
+    [TestMethod]
+    public void FundamentalFinVizRetrieval()
+    {
+      String symbol = "MIDD";
+      Fundamental fundamental=MarketDataHelper.GetFundamentalFinViz(symbol);
+      Assert.IsTrue(null!=fundamental);
+      Assert.IsTrue(!Utility.IsEpoch(fundamental.NextEarningsDate),"NextEarningsDate");
+      Assert.IsTrue(!double.IsNaN(fundamental.Beta),"Beta");
+      Assert.IsTrue(!double.IsNaN(fundamental.Low52),"Low52");
+      Assert.IsTrue(!double.IsNaN(fundamental.High52),"High52");
+      Assert.IsTrue(!double.IsNaN(fundamental.Volume),"Volume");
+      Assert.IsTrue(!double.IsNaN(fundamental.MarketCap),"MarketCap");
+      Assert.IsTrue(!double.IsNaN(fundamental.PE),"PE");
+      Assert.IsTrue(!double.IsNaN(fundamental.EPS),"EPS");
+      Assert.IsTrue(!double.IsNaN(fundamental.PEG),"PEG");
+      Assert.IsTrue(!double.IsNaN(fundamental.ReturnOnAssets),"ReturnOnAssets");
+      Assert.IsTrue(!double.IsNaN(fundamental.ReturnOnEquity),"ReturnOnEquity");
+      Assert.IsTrue(!double.IsNaN(fundamental.TotalCash),"TotalCash");
+      Assert.IsTrue(!double.IsNaN(fundamental.TotalDebt),"TotalDebt");
+      Assert.IsTrue(!double.IsNaN(fundamental.SharesOutstanding),"SharesOutstanding");
+      Assert.IsTrue(!double.IsNaN(fundamental.Revenue),"Revenue");
+      Assert.IsTrue(!double.IsNaN(fundamental.RevenuePerShare),"RevenuePerShare");
+      Assert.IsTrue(!double.IsNaN(fundamental.QtrlyRevenueGrowth),"QtrlyRevenueGrowth");
+      Assert.IsTrue(!double.IsNaN(fundamental.GrossProfit),"GrossProfit");
+      Assert.IsTrue(!double.IsNaN(fundamental.EBITDA),"EBITDA");
+      Assert.IsTrue(!double.IsNaN(fundamental.NetIncomeAvailableToCommon),"NetIncomeAvailableToCommon");
+      Assert.IsTrue(!double.IsNaN(fundamental.BookValuePerShare),"BookValuePerShare");
+      Assert.IsTrue(!double.IsNaN(fundamental.OperatingCashflow),"OperatingCashflow");
+      Assert.IsTrue(!double.IsNaN(fundamental.LeveragedFreeCashflow),"LeveragedFreeCashflow");
+      Assert.IsTrue(!double.IsNaN(fundamental.Equity),"Equity");
+      Assert.IsTrue(!double.IsNaN(fundamental.TrailingPE),"TrailingPE");
+      Assert.IsTrue(!double.IsNaN(fundamental.EnterpriseValue),"EnterpriseValue");
+      Assert.IsTrue(!double.IsNaN(fundamental.EBIT),"EBIT");
+      Assert.IsTrue(!double.IsNaN(fundamental.DebtToEquity),"DebtToEquity");
+    }
+
+    [TestMethod]
+    public void LatestPriceBigChartsRetrieval()
+    {
+      String symbol="MIDD";
+      Price price=MarketDataHelper.GetLatestPriceBigCharts(symbol);
+      Assert.IsTrue(null!=price,"No Price");
+      Assert.IsTrue(price.IsValid,"Invalid Price");
+    }
+
+    [TestMethod]
+    public void GetPriceAsOfBigChartsRetrieval()
+    {
+      String symbol="MIDD";
+      DateTime analysisDate=DateTime.Now;
+      DateGenerator dateGenerator = new DateGenerator();
+      analysisDate=dateGenerator.GetPrevBusinessDay(analysisDate);
+      Price price=MarketDataHelper.GetPriceAsOf(symbol,analysisDate);
+      Assert.IsTrue(null!=price,"No Price");
+      Assert.IsTrue(price.IsValid,"Invalid Price");
+    }
+
+    [TestMethod]
+    public void GetDailyPricesYahooRetrieval()
+    {
+      String symbol="MIDD";
+      DateTime analysisDate=DateTime.Now;
+      DateGenerator dateGenerator = new DateGenerator();
+      analysisDate=dateGenerator.GetPrevBusinessDay(analysisDate);
+      Prices prices=MarketDataHelper.GetDailyPrices(symbol,analysisDate,analysisDate);
+      Assert.IsTrue(null!=prices && prices.Count>0,"No Price");
+    }
+
+  }
+}