Skip to content

Commit

Permalink
Update brokerage_equities_sum.js
Browse files Browse the repository at this point in the history
  • Loading branch information
@marcpage
marcpage authored Sep 8, 2024
1 parent f3d54e7 commit 370f25b
Showing 1 changed file with 30 additions and 47 deletions.
77 changes: 30 additions & 47 deletions brokerage_equities_sum.js
View file
Original file line number Diff line number Diff line change
@@ -1,12 +1,11 @@
// ==UserScript==
// @name Categorize Stocks
// @namespace https://ResolveToExcel.com/
// @version 1.2.0
// @version 1.3.0
// @description Group and summarize stocks by category in your brokerage account
// @author Marc Page
// @match https://oltx.fidelity.com/ftgw/fbc/*
// @match https://digital.fidelity.com/ftgw/digital/portfolio/*
// @match https://client.schwab.com/app/accounts/positions/*
// @grant none
// @updateURL https://raw.githubusercontent.com/marcpage/brokerage_equities_sum/main/brokerage_equities_sum.js
// @downloadURL https://raw.githubusercontent.com/marcpage/brokerage_equities_sum/main/brokerage_equities_sum.js
Expand All @@ -24,6 +23,7 @@
1.1.8 Constantly entering and leaving the input area now longer adds more blank lines (11/7/2023)
1.1.9 Remove "Account Total" as a symbol from Fidelity (11/7/2023)
1.2.0 Refactored code to be more unit-testable
1.3.0 Removed Schwab as it was broken and show high and low for single-symbols
*/


Expand All @@ -33,12 +33,21 @@ function parse_money(money_text) {
return parseFloat(money_text.replace('$', '').replace(",","").replace(/^\s+/, "").replace(/\s+$/, ""))
}

/* parses out the low and high from a range
"Low\n$67.99\nHigh\n$75.37\n"
*/
function parse_range(range_text) {
var parts = /Low\s+(\$[0-9.,]+)\s+High\s+(\$[0-9.,]+)\s+/.exec(range_text);
return parts ? [parse_money(parts[1]),parse_money(parts[2])] : [undefined, undefined];
}


/* Scrapes the symbols and the value of current value of equities in the positions tab on Fidelity's site.
*/
function load_symbol_table_fidelity() {
var headers = document.getElementsByClassName("ag-header")[0].getElementsByClassName("ag-header-cell");
var current_value_index = Array.from(headers).findIndex((x) => x.innerText.indexOf("Current Value") >= 0);
var range_value_index = Array.from(headers).findIndex((x) => x.innerText.indexOf("52-Week Range") >= 0);
var rows = document.getElementsByClassName("ag-row");
var data = Array.from(rows).filter(e => e.getElementsByClassName("ag-cell").length > 1);
var table = {};
Expand All @@ -48,6 +57,8 @@ function load_symbol_table_fidelity() {
var row = data[row_index];
var cells = row && row.getElementsByClassName ? row.getElementsByClassName("ag-cell") : undefined;
var value_text = cells && cells.length > current_value_index ? cells[current_value_index] : undefined;
var range_text = cells && cells.length > range_value_index ? cells[range_value_index] : undefined;
var low_high_value = range_text ? parse_range(range_text.innerText) : undefined;
var value = value_text ? parse_money(value_text.innerText) : undefined;
var symbol_cell = cells ? cells[0] : undefined;
var symbol_div = symbol_cell ? symbol_cell.getElementsByClassName("posweb-cell-symbol-name_container") : undefined;
Expand All @@ -62,38 +73,14 @@ function load_symbol_table_fidelity() {
}

if (symbol && value && !symbol.match(/Account Total/)) {
table[symbol] = value;
table[symbol] = [value, low_high_value[0], low_high_value[1]];
}
}

return table;
}


/* Scrapes the symbols and the market value of equities in the positions tab on Schwab's site.
*/
function load_symbol_table_schwab() {
var table = {};
var positions = document.getElementById("responsiveTable");
var rows = positions.getElementsByTagName("tr");
var header_names = Array.from(rows[0].getElementsByTagName("th"))
.map(h => h.innerText.replace(/^\s+/, "").replace(/\s+$/, ""));
var symbol_rows = Array.from(rows).filter(r => r.getElementsByTagName("td").length == 12);
var market_value_index = Array.from(header_names).findIndex(x => x.indexOf("Market Value") >= 0) - 1;

for (var r = 0; r < symbol_rows.length; ++r) {
var symbol = symbol_rows[r].getElementsByTagName("th")[0].innerText.replace(',', '').replace(/^\s+/, "").replace(/\s+$/, "");
var fields = symbol_rows[r].getElementsByTagName("td");
var value_text = fields[market_value_index].getElementsByTagName("div")[0].childNodes[0].nodeValue;
var value = parse_money(value_text);

table[symbol] = value;
}

return table;
}


/* parses the user input and generates report
*/
function parse_and_add(text, symbol_values) {
Expand All @@ -110,26 +97,33 @@ function parse_and_add(text, symbol_values) {

output += line + "\n";

if (line.match(/^\s*$/)) {
continue;
}

var symbols = line.split(/\s+/);
var total = 0.0;
var low = undefined;
var high = undefined;
var single_symbol = undefined;

for (var symbol_index = 0; symbol_index < symbols.length; ++symbol_index) {
let symbol = symbols[symbol_index];

single_symbol = symbol;

if (!symbol_values[symbol]) {
output += "# Symbol " + symbol + " was not found\n";
} else {
total += symbol_values[symbol];
total += symbol_values[symbol][0];
low = symbol_values[symbol][1];
high = symbol_values[symbol][2];
unseen_symbols = unseen_symbols.filter(e => e != symbol);
}
}

if (total > 0.0) {
output += "# Total value = $" + total.toFixed(2) + "\n\n";
if (symbols.length == 1) {
output += "# " + single_symbol + "\t" + low + "\t" + total + "\t" + high + "\n\n";
} else {
output += "# Total value = $" + total.toFixed(2) + "\n\n";
}
}

}
Expand All @@ -140,7 +134,7 @@ function parse_and_add(text, symbol_values) {
output += "# unseen: " + unseen_symbols.join(", ") + "\n";

for (var unseen_symbol_index = 0; unseen_symbol_index < unseen_symbols.length; ++unseen_symbol_index) {
unseen_total += symbol_values[unseen_symbols[unseen_symbol_index]];
unseen_total += symbol_values[unseen_symbols[unseen_symbol_index]][0];
}

output += "# Total value = $" + unseen_total.toFixed(2) + "\n\n";
Expand Down Expand Up @@ -169,13 +163,6 @@ function add_up_values_fidelity() {
}


/* Action to perform on Schwab's site when user leaves the text field.
*/
function add_up_values_schwab() {
add_up_values(load_symbol_table_schwab());
}


/* If we haven't added our text box yet to the page, add it (or re-add it if it was removed).
*/
function ensure_working_space() {
Expand All @@ -201,18 +188,13 @@ function ensure_working_space() {
if (!legend) {
legend = document.getElementById("posweb-legend-main");
}
if (!legend) {
console.log("*** Fidelity legend not found");
legend = document.getElementsByClassName("sdps-grid-container")[0];
action = add_up_values_schwab;
}
if (!legend) {
console.log("** legend not found");
return;
}

working_space = document.createElement("textarea");
working_space.setAttribute("rows", 30);
working_space.setAttribute("rows", 15);
working_space.setAttribute("cols", 120);
working_space.setAttribute("placeholder", "enter list of stocks (space separated), grouped on lines");
working_space.id = "working_space";
Expand All @@ -227,6 +209,7 @@ function ensure_working_space() {
'use strict';
var isMonkey = true;
try {isMonkey = 'undefined' === typeof GM_info.script.exclude;} catch {isMonkey = false;}
console.log("isMonkey = " + isMonkey);

// check every 5 seconds to make sure the text box is still there
if (isMonkey) {
Expand Down

0 comments on commit 370f25b

Please sign in to comment.