Add option to save portfolio to csv (#54)

* Add option to save portfolio to csv - add portfolio_to_csv method to Portfolio class - extend argument parsing with path option for saving csv - portfolio_to_csv executes after get() method when path for saving csv is provided * use output_path only in csv function * rm whitespace --------- Co-authored-by: marzzzello <[email protected]>
pytr-org · Mar 21, 2024 · dc3b72d · dc3b72d
1 parent 4e3f141
commit dc3b72d
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Showing 2 changed files with 22 additions and 2 deletions.
diff --git a/pytr/main.py b/pytr/main.py
@@ -94,13 +94,16 @@ def formatter(prog):
     parser_dl_docs.add_argument('--universal', help='Platform independent file names', action='store_true')
     # portfolio
     info = 'Show current portfolio'
-    parser_cmd.add_parser(
+    parser_portfolio = parser_cmd.add_parser(
         'portfolio',
         formatter_class=argparse.ArgumentDefaultsHelpFormatter,
         parents=[parser_login_args],
         help=info,
         description=info,
     )
+    parser_portfolio.add_argument(
+        '-o', '--output', help='Output path of CSV file', metavar='OUTPUT', type=Path
+    )
     # details
     info = 'Get details for an ISIN'
     parser_details = parser_cmd.add_parser(
@@ -214,7 +217,10 @@ def main():
     elif args.command == 'details':
         Details(login(phone_no=args.phone_no, pin=args.pin, web=not args.applogin), args.isin).get()
     elif args.command == 'portfolio':
-        Portfolio(login(phone_no=args.phone_no, pin=args.pin, web=not args.applogin)).get()
+        p = Portfolio(login(phone_no=args.phone_no, pin=args.pin, web=not args.applogin), args.output)
+        p.get()
+        if args.output is not None:
+            p.portfolio_to_csv()
     elif args.command == 'export_transactions':
         export_transactions(args.input, args.output, args.lang)
     elif args.version:

diff --git a/pytr/portfolio.py b/pytr/portfolio.py
@@ -76,6 +76,20 @@ async def portfolio_loop(self):
             else:
                 print(f"unmatched subscription of type '{subscription['type']}':\n{preview(response)}")
 
+    def portfolio_to_csv(self, output_path):
+        positions = self.portfolio['positions']
+        csv_lines = []
+        for pos in sorted(positions, key=lambda x: x['netSize'], reverse=True):
+            csv_lines.append(
+                f"{pos['name']};{pos['instrumentId']};{float(pos['averageBuyIn']):.2f};{float(pos['netValue']):.2f}"
+            )
+
+        with open(output_path, 'w', encoding='utf-8') as f:
+            f.write('Name;ISIN;avgCost;netValue\n')
+            f.write('\n'.join(csv_lines))
+
+        print(f'Wrote {len(csv_lines) + 1} lines to {self.output_path}')
+
     def overview(self):
         # for x in ['netValue', 'unrealisedProfit', 'unrealisedProfitPercent', 'unrealisedCost']:
         #     print(f'{x:24}: {self.portfolio[x]:>10.2f}')