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#!/usr/bin/python # # Copyright (C) 2009 Tan Swee Heng # # Licensed under the Apache License, Version 2.0 (the "License"); # you may not use this file except in compliance with the License. # You may obtain a copy of the License at # # http://www.apache.org/licenses/LICENSE-2.0 # # Unless required by applicable law or agreed to in writing, software # distributed under the License is distributed on an "AS IS" BASIS, # WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. # See the License for the specific language governing permissions and # limitations under the License.
"""Classes to interact with the Google Finance server."""
__author__ = 'thesweeheng@gmail.com'
import gdata.service import gdata.finance import atom
class PortfolioQuery(gdata.service.Query): """A query object for the list of a user's portfolios."""
def returns(self): return self.get('returns', False)
def set_returns(self, value): if value is 'true' or value is True: self['returns'] = 'true'
returns = property(returns, set_returns, doc="The returns query parameter")
def positions(self): return self.get('positions', False)
def set_positions(self, value): if value is 'true' or value is True: self['positions'] = 'true'
positions = property(positions, set_positions, doc="The positions query parameter")
class PositionQuery(gdata.service.Query): """A query object for the list of a user's positions in a portfolio."""
def returns(self): return self.get('returns', False)
def set_returns(self, value): if value is 'true' or value is True: self['returns'] = 'true'
returns = property(returns, set_returns, doc="The returns query parameter")
def transactions(self): return self.get('transactions', False)
def set_transactions(self, value): if value is 'true' or value is True: self['transactions'] = 'true'
transactions = property(transactions, set_transactions, doc="The transactions query parameter")
class FinanceService(gdata.service.GDataService):
def __init__(self, email=None, password=None, source=None, server='finance.google.com', **kwargs): """Creates a client for the Finance service.
Args: email: string (optional) The user's email address, used for authentication. password: string (optional) The user's password. source: string (optional) The name of the user's application. server: string (optional) The name of the server to which a connection will be opened. Default value: 'finance.google.com'. **kwargs: The other parameters to pass to gdata.service.GDataService constructor. """ gdata.service.GDataService.__init__(self, email=email, password=password, service='finance', server=server, **kwargs)
def GetPortfolioFeed(self, query=None): uri = '/finance/feeds/default/portfolios' if query: uri = PortfolioQuery(feed=uri, params=query).ToUri() return self.Get(uri, converter=gdata.finance.PortfolioFeedFromString)
def GetPositionFeed(self, portfolio_entry=None, portfolio_id=None, query=None): """ Args: portfolio_entry: PortfolioEntry (optional; see Notes) portfolio_id: string (optional; see Notes) This may be obtained from a PortfolioEntry's portfolio_id attribute. query: PortfolioQuery (optional)
Notes: Either a PortfolioEntry OR a portfolio ID must be provided. """ if portfolio_entry: uri = portfolio_entry.GetSelfLink().href + '/positions' elif portfolio_id: uri = '/finance/feeds/default/portfolios/%s/positions' % portfolio_id if query: uri = PositionQuery(feed=uri, params=query).ToUri() return self.Get(uri, converter=gdata.finance.PositionFeedFromString)
def GetTransactionFeed(self, position_entry=None, portfolio_id=None, ticker_id=None): """ Args: position_entry: PositionEntry (optional; see Notes) portfolio_id: string (optional; see Notes) This may be obtained from a PortfolioEntry's portfolio_id attribute. ticker_id: string (optional; see Notes) This may be obtained from a PositionEntry's ticker_id attribute. Alternatively it can be constructed using the security's exchange and symbol, e.g. 'NASDAQ:GOOG'
Notes: Either a PositionEntry OR (a portfolio ID AND ticker ID) must be provided. """ if position_entry: uri = position_entry.GetSelfLink().href + '/transactions' elif portfolio_id and ticker_id: uri = '/finance/feeds/default/portfolios/%s/positions/%s/transactions' \ % (portfolio_id, ticker_id) return self.Get(uri, converter=gdata.finance.TransactionFeedFromString)
def GetPortfolio(self, portfolio_id=None, query=None): uri = '/finance/feeds/default/portfolios/%s' % portfolio_id if query: uri = PortfolioQuery(feed=uri, params=query).ToUri() return self.Get(uri, converter=gdata.finance.PortfolioEntryFromString)
def AddPortfolio(self, portfolio_entry=None): uri = '/finance/feeds/default/portfolios' return self.Post(portfolio_entry, uri, converter=gdata.finance.PortfolioEntryFromString)
def UpdatePortfolio(self, portfolio_entry=None): uri = portfolio_entry.GetEditLink().href return self.Put(portfolio_entry, uri, converter=gdata.finance.PortfolioEntryFromString)
def DeletePortfolio(self, portfolio_entry=None): uri = portfolio_entry.GetEditLink().href return self.Delete(uri)
def GetPosition(self, portfolio_id=None, ticker_id=None, query=None): uri = '/finance/feeds/default/portfolios/%s/positions/%s' \ % (portfolio_id, ticker_id) if query: uri = PositionQuery(feed=uri, params=query).ToUri() return self.Get(uri, converter=gdata.finance.PositionEntryFromString)
def DeletePosition(self, position_entry=None, portfolio_id=None, ticker_id=None, transaction_feed=None): """A position is deleted by deleting all its transactions.
Args: position_entry: PositionEntry (optional; see Notes) portfolio_id: string (optional; see Notes) This may be obtained from a PortfolioEntry's portfolio_id attribute. ticker_id: string (optional; see Notes) This may be obtained from a PositionEntry's ticker_id attribute. Alternatively it can be constructed using the security's exchange and symbol, e.g. 'NASDAQ:GOOG' transaction_feed: TransactionFeed (optional; see Notes)
Notes: Either a PositionEntry OR (a portfolio ID AND ticker ID) OR a TransactionFeed must be provided. """ if transaction_feed: feed = transaction_feed else: if position_entry: feed = self.GetTransactionFeed(position_entry=position_entry) elif portfolio_id and ticker_id: feed = self.GetTransactionFeed( portfolio_id=portfolio_id, ticker_id=ticker_id) for txn in feed.entry: self.DeleteTransaction(txn) return True
def GetTransaction(self, portfolio_id=None, ticker_id=None, transaction_id=None): uri = '/finance/feeds/default/portfolios/%s/positions/%s/transactions/%s' \ % (portfolio_id, ticker_id, transaction_id) return self.Get(uri, converter=gdata.finance.TransactionEntryFromString)
def AddTransaction(self, transaction_entry=None, transaction_feed = None, position_entry=None, portfolio_id=None, ticker_id=None): """ Args: transaction_entry: TransactionEntry (required) transaction_feed: TransactionFeed (optional; see Notes) position_entry: PositionEntry (optional; see Notes) portfolio_id: string (optional; see Notes) This may be obtained from a PortfolioEntry's portfolio_id attribute. ticker_id: string (optional; see Notes) This may be obtained from a PositionEntry's ticker_id attribute. Alternatively it can be constructed using the security's exchange and symbol, e.g. 'NASDAQ:GOOG'
Notes: Either a TransactionFeed OR a PositionEntry OR (a portfolio ID AND ticker ID) must be provided. """ if transaction_feed: uri = transaction_feed.GetPostLink().href elif position_entry: uri = position_entry.GetSelfLink().href + '/transactions' elif portfolio_id and ticker_id: uri = '/finance/feeds/default/portfolios/%s/positions/%s/transactions' \ % (portfolio_id, ticker_id) return self.Post(transaction_entry, uri, converter=gdata.finance.TransactionEntryFromString)
def UpdateTransaction(self, transaction_entry=None): uri = transaction_entry.GetEditLink().href return self.Put(transaction_entry, uri, converter=gdata.finance.TransactionEntryFromString)
def DeleteTransaction(self, transaction_entry=None): uri = transaction_entry.GetEditLink().href return self.Delete(uri)
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