Multiple portfolios

cmd/lweb/handler_accounts.go

@@ -31,6 +31,7 @@ func accountsHandler(w http.ResponseWriter, r *http.Request) {
 
 	var pData pageData
 	pData.Reports = reportConfigData.Reports
+	pData.Portfolios = portfolioConfigData.Portfolios
 	pData.Accounts = balances
 	pData.Transactions = trans
 

cmd/lweb/handler_ledger.go

@@ -17,6 +17,7 @@ func ledgerHandler(w http.ResponseWriter, r *http.Request) {
 
 	var pData pageData
 	pData.Reports = reportConfigData.Reports
+	pData.Portfolios = portfolioConfigData.Portfolios
 	pData.Transactions = trans
 
 	err = t.Execute(w, pData)

cmd/lweb/handler_portfolio.go

@@ -6,6 +6,7 @@ import (
 	"net/http"
 	"sort"
 
+	"github.com/go-martini/martini"
 	"github.com/howeyc/ledger"
 )
 
@@ -31,7 +32,37 @@ func stockQuote(symbol string) (quote iexQuote, err error) {
 	return quote, nil
 }
 
-func portfolioHandler(w http.ResponseWriter, r *http.Request) {
+type gdaxQuote struct {
+	Volume        string  `json:"volume"`
+	PreviousClose float64 `json:"open,string"`
+	Last          float64 `json:"last,string"`
+}
+
+// https://docs.gdax.com/
+func cryptoQuote(symbol string) (quote gdaxQuote, err error) {
+	resp, herr := http.Get("https://api.gdax.com/products/" + symbol + "/stats")
+	if herr != nil {
+		return quote, herr
+	}
+	defer resp.Body.Close()
+	dec := json.NewDecoder(resp.Body)
+	dec.Decode(&quote)
+	if quote.Volume == "" {
+		return quote, errors.New("Unable to find data for symbol " + symbol)
+	}
+	return quote, nil
+}
+
+func portfolioHandler(w http.ResponseWriter, r *http.Request, params martini.Params) {
+	portfolioName := params["portfolioName"]
+
+	var portfolio portfolioStruct
+	for _, port := range portfolioConfigData.Portfolios {
+		if port.Name == portfolioName {
+			portfolio = port
+		}
+	}
+
 	t, err := parseAssets("templates/template.portfolio.html", "templates/template.nav.html")
 	if err != nil {
 		http.Error(w, err.Error(), 500)
@@ -45,15 +76,22 @@ func portfolioHandler(w http.ResponseWriter, r *http.Request) {
 	}
 	balances := ledger.GetBalances(trans, []string{})
 
-	var pData pageData
+	type portPageData struct {
+		pageData
+		PortfolioName string
+	}
+
+	var pData portPageData
 	pData.Reports = reportConfigData.Reports
+	pData.Portfolios = portfolioConfigData.Portfolios
 	pData.Transactions = trans
+	pData.PortfolioName = portfolioName
 
 	sectionTotals := make(map[string]stockInfo)
 	siChan := make(chan stockInfo)
 
-	for _, stock := range stockConfigData.Stocks {
-		go func(name, account, symbol, section string, shares float64) {
+	for _, stock := range portfolio.Stocks {
+		go func(name, account, symbol, securityType, section string, shares float64) {
 			si := stockInfo{Name: name,
 				Section: section,
 				Ticker:  symbol,
@@ -67,10 +105,19 @@ func portfolioHandler(w http.ResponseWriter, r *http.Request) {
 			sprice := cprice
 			sclose := cprice
 
-			quote, qerr := stockQuote(symbol)
-			if qerr == nil {
-				sprice = quote.Last
-				sclose = quote.PreviousClose
+			switch securityType {
+			case "Stock":
+				quote, qerr := stockQuote(symbol)
+				if qerr == nil {
+					sprice = quote.Last
+					sclose = quote.PreviousClose
+				}
+			case "Crypto":
+				quote, qerr := cryptoQuote(symbol)
+				if qerr == nil {
+					sprice = quote.Last
+					sclose = quote.PreviousClose
+				}
 			}
 
 			si.Price = sprice
@@ -82,9 +129,9 @@ func portfolioHandler(w http.ResponseWriter, r *http.Request) {
 			si.PriceChangePctOverall = (si.PriceChangeOverall / cprice) * 100.0
 			si.GainLossDay = si.Shares * si.PriceChangeDay
 			siChan <- si
-		}(stock.Name, stock.Account, stock.Ticker, stock.Section, stock.Shares)
+		}(stock.Name, stock.Account, stock.Ticker, stock.SecurityType, stock.Section, stock.Shares)
 	}
-	for range stockConfigData.Stocks {
+	for range portfolio.Stocks {
 		pData.Stocks = append(pData.Stocks, <-siChan)
 	}
 

cmd/lweb/handler_report.go

@@ -287,6 +287,7 @@ func reportHandler(w http.ResponseWriter, r *http.Request, params martini.Params
 
 		var pData piePageData
 		pData.Reports = reportConfigData.Reports
+		pData.Portfolios = portfolioConfigData.Portfolios
 		pData.Transactions = vtrans
 		pData.ChartAccounts = values
 		pData.RangeStart = rStart

cmd/lweb/main.go

@@ -87,11 +87,12 @@ type reportConfigStruct struct {
 var reportConfigData reportConfigStruct
 
 type stockConfig struct {
-	Name    string
-	Section string
-	Ticker  string
-	Account string
-	Shares  float64
+	Name         string
+	SecurityType string `toml:"security_type"`
+	Section      string
+	Ticker       string
+	Account      string
+	Shares       float64
 }
 
 type stockInfo struct {
@@ -112,17 +113,23 @@ type stockInfo struct {
 	GainLossOverall       float64
 }
 
-type stockConfigStruct struct {
+type portfolioStruct struct {
+	Name   string
 	Stocks []stockConfig `toml:"stock"`
 }
 
-var stockConfigData stockConfigStruct
+type portfolioConfigStruct struct {
+	Portfolios []portfolioStruct `toml:"portfolio"`
+}
+
+var portfolioConfigData portfolioConfigStruct
 
 type pageData struct {
 	Reports      []reportConfig
 	Transactions []*ledger.Transaction
 	Accounts     []*ledger.Account
 	Stocks       []stockInfo
+	Portfolios   []portfolioStruct
 }
 
 func main() {
@@ -152,9 +159,9 @@ func main() {
 	}()
 
 	if len(stockConfigFileName) > 0 {
-		var sLoadData stockConfigStruct
+		var sLoadData portfolioConfigStruct
 		toml.DecodeFile(stockConfigFileName, &sLoadData)
-		stockConfigData = sLoadData
+		portfolioConfigData = sLoadData
 	}
 
 	// initialize cache
@@ -166,7 +173,7 @@ func main() {
 
 	m.Get("/ledger", ledgerHandler)
 	m.Get("/accounts", accountsHandler)
-	m.Get("/portfolio", portfolioHandler)
+	m.Get("/portfolio/:portfolioName", portfolioHandler)
 	m.Get("/account/:accountName", accountHandler)
 	m.Get("/report/:reportName", reportHandler)
 	m.Get("/", func(w http.ResponseWriter, r *http.Request) {

cmd/lweb/portfolio-sample.toml

@@ -1,20 +1,37 @@
-[[stock]]
-name = "Vanguard"
-section = "Fund"
-ticker = "VASGX"
-account = "Assets:Investments:TD Ameritrade:Invested:Fund:VASGX"
-shares = 3000
+[[porfolio]]
+name = "Stocks"
 
-[[stock]]
-name = "S&P 500"
-section = "ETF"
-ticker = "IVV"
-account = "Assets:Investments:TD Ameritrade:Invested:ETF:IVV"
-shares = 3000
+    [[portfolio.stock]]
+    name = "Vanguard"
+    security_type = "Fund"
+    section = "Fund"
+    ticker = "VASGX"
+    account = "Assets:Investments:TD Ameritrade:Invested:Fund:VASGX"
+    shares = 3000
 
-[[stock]]
-name = "S&P 500 High Div"
-section = "ETF"
-ticker = "SPHD"
-account = "Assets:Investments:TD Ameritrade:Invested:ETF:SPHD"
-shares = 3000
+    [[portfolio.stock]]
+    name = "S&P 500"
+    security_type = "Stock"
+    section = "ETF"
+    ticker = "IVV"
+    account = "Assets:Investments:TD Ameritrade:Invested:ETF:IVV"
+    shares = 3000
+
+    [[portfolio.stock]]
+    name = "S&P 500 High Div"
+    security_type = "Stock"
+    section = "ETF"
+    ticker = "SPHD"
+    account = "Assets:Investments:TD Ameritrade:Invested:ETF:SPHD"
+    shares = 3000
+
+[[portfolio]]
+name = "Crypto Holdings"
+
+    [[portfolio.stock]]
+    name = "Litecoin"
+    security_type = "Crypto"
+    section = "LTC"
+    ticker = "LTC-USD"
+    account = "Assets:Investments:Crypto:LTC"
+    shares = 10

cmd/lweb/templates/template.account.html

@@ -43,7 +43,7 @@
 
   <body>
 
-	{{template "nav" .Reports}}
+	{{template "nav" .}}
 
    <div class="container">
       <div class="content-header">

cmd/lweb/templates/template.accounts.html

@@ -43,7 +43,7 @@
 
   <body>
 
-	{{template "nav" .Reports}}
+	{{template "nav" .}}
 
    <div class="container">
       <div class="content-header">

cmd/lweb/templates/template.barlinechart.html

@@ -43,7 +43,7 @@
 
   <body>
 
-      {{template "nav" .Reports}}
+      {{template "nav" .}}
 
    <div class="container">
       <div class="content-header">

cmd/lweb/templates/template.ledger.html

@@ -48,7 +48,7 @@
 
   <body>
 
-	{{template "nav" .Reports}}
+	{{template "nav" .}}
 
    <div class="container">
       <div class="content-header">

cmd/lweb/templates/template.nav.html

@@ -18,12 +18,19 @@
             <li class="dropdown">
                 <a href="#" class="dropdown toggle" data-toggle="dropdown">Reports <span class="caret"></span></a>
                 <ul class="dropdown-menu">
-                    {{range .}}
+                    {{range .Reports}}
                     <li><a href="/report/{{.Name}}">{{.Name}}</a></li>
                     {{end}}
                 </ul>
             </li>
-            <li><a href="/portfolio">Portfolio</a></li>
+            <li class="dropdown">
+                <a href="#" class="dropdown toggle" data-toggle="dropdown">Portfolios <span class="caret"></span></a>
+                <ul class="dropdown-menu">
+                    {{range .Portfolios}}
+                    <li><a href="/portfolio/{{.Name}}">{{.Name}}</a></li>
+                    {{end}}
+                </ul>
+            </li>
           </ul>
         </div><!--/.nav-collapse -->
 	  </div>

cmd/lweb/templates/template.piechart.html

@@ -43,7 +43,7 @@
 
   <body>
 
-      {{template "nav" .Reports}}
+      {{template "nav" .}}
 
    <div class="container">
       <div class="content-header">

cmd/lweb/templates/template.portfolio.html

@@ -43,13 +43,13 @@
 
   <body>
 
-	{{template "nav" .Reports}}
+	{{template "nav" .}}
 
    <div class="container">
       <div class="content-header">
         <div class="row">
 			<div class="col-xs-8">
-        		<h1>Portfolio<span id="info" class="visible-xs-inline"> - Overall</span></h1>
+        		<h1>Portfolio {{.PortfolioName}}<span id="info" class="visible-xs-inline"> - Overall</span></h1>
 			</div>
 			<div class="col-xs-4"><a class="btn btn-default visible-xs-block" href="#" onclick="toggleInfo();">Toggle</a></div>
 		</div>