stock_system/src/trading/main.py

from datetime import datetime
from trading.position_calculator import PositionCalculator
from trading.portfolio import Portfolio, Position
from trading.journal import (TradeEntry, add_trade, get_open_trades, 
                           create_portfolio_table, update_portfolio_value, 
                           get_latest_portfolio_value, get_datetime_input,
                           get_order_type)

def get_float_input(prompt: str) -> float:
    while True:
        try:
            value = input(prompt)
            if value.lower() in ['q', 'quit', 'exit']:
                return None
            return float(value)
        except ValueError:
            print("Please enter a valid number")

def main():
    # Initialize tables
    create_portfolio_table()
    
    # Get latest portfolio value or ask for initial value
    portfolio_data = get_latest_portfolio_value()
    if portfolio_data:
        portfolio_value = portfolio_data['total_value']
        cash_balance = portfolio_data['cash_balance']
        print(f"\nCurrent Portfolio Value: ${portfolio_value:.2f}")
        print(f"Cash Balance: ${cash_balance:.2f}")
        print(f"Last Updated: {portfolio_data['date']}")
        
        if input("\nUpdate portfolio value? (y/n): ").lower() == 'y':
            new_value = get_float_input("Enter new portfolio value: $")
            new_cash = get_float_input("Enter new cash balance: $")
            notes = input("Notes (optional): ")
            if new_value and new_cash:
                portfolio_value = new_value
                cash_balance = new_cash
                update_portfolio_value(portfolio_value, cash_balance, notes)
    else:
        portfolio_value = get_float_input("Enter your initial portfolio value: $")
        cash_balance = get_float_input("Enter your cash balance: $")
        if portfolio_value and cash_balance:
            update_portfolio_value(portfolio_value, cash_balance, "Initial portfolio setup")
    
    if not portfolio_value or not cash_balance:
        return
    
    # Initialize calculator with current portfolio value
    calculator = PositionCalculator(account_size=portfolio_value)
    
    # Initialize portfolio
    portfolio = Portfolio()
    
    # Load existing open trades into portfolio
    open_trades = get_open_trades()
    for trade in open_trades:
        position = Position(
            symbol=trade['ticker'],
            entry_date=trade['entry_date'],
            entry_price=trade['entry_price'],
            shares=trade['shares'],
            stop_loss=trade['stop_loss'],
            target_price=trade['target_price']
        )
        portfolio.add_position(position)

    while True:
        print("\nTrading Management System")
        print("1. Calculate Position Size")
        print("2. Add Position")
        print("3. View Portfolio")
        print("4. Remove Position")
        print("5. Update Portfolio Value")
        print("6. Exit")
        
        choice = input("\nSelect an option (1-6): ")
        
        if choice == "1":
            try:
                entry_price = get_float_input("Enter entry price: $")
                target_price = get_float_input("Enter target price: $")
                
                position = calculator.calculate_position_size(entry_price, target_price)
                
                print("\nPosition Details:")
                print(f"Shares: {position['shares']}")
                print(f"Position Value: ${position['position_value']:.2f}")
                print(f"Entry Price: ${entry_price:.2f}")
                print(f"Stop Loss Price: ${position['stop_loss']:.2f}")
                print(f"Target Price: ${position['target_price']:.2f}")
                print(f"\nRisk Analysis:")
                print(f"Risk Amount (1%): ${position['risk_amount']:.2f}")
                print(f"Potential Loss: ${position['potential_loss']:.2f}")
                print(f"Potential Profit: ${position['potential_profit']:.2f}")
                print(f"Risk/Reward Ratio: {position['risk_reward_ratio']:.2f}")
                
            except ValueError as e:
                print(f"Error: {e}")
                
        elif choice == "2":
            try:
                symbol = input("Enter symbol: ")
                entry_price = float(input("Enter entry price: $"))
                shares = int(input("Enter number of shares: "))
                stop_loss = entry_price * 0.94  # Automatic 6% stop loss
                target_price = float(input("Enter target price: $"))
                
                position = Position(
                    symbol=symbol,
                    entry_date=datetime.now(),
                    entry_price=entry_price,
                    shares=shares,
                    stop_loss=stop_loss,
                    target_price=target_price
                )
                
                portfolio.add_position(position)
                print(f"\nAdded position: {symbol}")
                
            except ValueError:
                print("Invalid input. Please try again.")
                
        elif choice == "3":
            positions = portfolio.get_position_summary()
            if not positions:
                print("\nNo positions in portfolio")
            else:
                print("\nCurrent Portfolio:")
                for pos in positions:
                    print(f"\nSymbol: {pos['symbol']}")
                    print(f"Entry Date: {pos['entry_date']}")
                    print(f"Entry Price: ${pos['entry_price']:.2f}")
                    print(f"Shares: {pos['shares']}")
                    print(f"Current Value: ${pos['current_value']:.2f}")
                    print(f"Stop Loss: ${pos['stop_loss']:.2f}")
                    print(f"Target: ${pos['target_price']:.2f}")
                    print(f"Potential Profit: ${pos['potential_profit']:.2f}")
                    print(f"Potential Loss: ${pos['potential_loss']:.2f}")
                    print(f"Risk/Reward Ratio: {pos['risk_reward_ratio']:.2f}")
                    
        elif choice == "4":
            symbol = input("Enter symbol to remove: ")
            portfolio.remove_position(symbol)
            print(f"\nRemoved position: {symbol}")
            
        elif choice == "5":
            new_value = get_float_input("Enter new portfolio value: $")
            new_cash = get_float_input("Enter new cash balance: $")
            notes = input("Notes (optional): ")
            if new_value and new_cash:
                portfolio_value = new_value
                cash_balance = new_cash
                update_portfolio_value(portfolio_value, cash_balance, notes)
                print(f"\nPortfolio value updated: ${portfolio_value:.2f}")
                print(f"Cash balance updated: ${cash_balance:.2f}")
            
        elif choice == "6":
            print("\nExiting Trading Management System")
            break
            
        else:
            print("\nInvalid choice. Please try again.")

if __name__ == "__main__":
    main()