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Merge pull request #242 from NelsonDane/develop-vanguard
Add Vanguard Support!
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
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@@ -9,3 +9,4 @@ src/ | |
| test* | ||
| *venv/ | ||
| .vscode/ | ||
| *.zip | ||
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,250 @@ | ||
| # Donald Ryan Gullett(MaxxRK) | ||
| # Vanguard API | ||
|
|
||
| import asyncio | ||
| import os | ||
| import pprint | ||
| import traceback | ||
|
|
||
| from dotenv import load_dotenv | ||
| from vanguard import account as vg_account | ||
| from vanguard import order, session | ||
|
|
||
| from helperAPI import ( | ||
| Brokerage, | ||
| getOTPCodeDiscord, | ||
| maskString, | ||
| printAndDiscord, | ||
| printHoldings, | ||
| stockOrder, | ||
| ) | ||
|
|
||
|
|
||
| def vanguard_run(orderObj: stockOrder, command=None, botObj=None, loop=None): | ||
| # Initialize .env file | ||
| load_dotenv() | ||
| # Import Vanguard account | ||
| if not os.getenv("VANGUARD"): | ||
| print("Vanguard not found, skipping...") | ||
| return None | ||
| accounts = os.environ["VANGUARD"].strip().split(",") | ||
| # Set the functions to be run | ||
| _, second_command = command | ||
|
|
||
| for account in accounts: | ||
| index = accounts.index(account) + 1 | ||
| success = vanguard_init( | ||
| account=account, | ||
| index=index, | ||
| botObj=botObj, | ||
| loop=loop, | ||
| ) | ||
| if success is not None: | ||
| orderObj.set_logged_in(success, "vanguard") | ||
| if second_command == "_holdings": | ||
| vanguard_holdings(success, loop=loop) | ||
| else: | ||
| vanguard_transaction(success, orderObj, loop=loop) | ||
| return None | ||
|
|
||
|
|
||
| def vanguard_init(account, index, botObj=None, loop=None): | ||
| # Log in to Vanguard account | ||
| print("Logging in to Vanguard...") | ||
| vanguard_obj = Brokerage("VANGUARD") | ||
| name = f"Vanguard {index}" | ||
| try: | ||
| account = account.split(":") | ||
| debug = bool(account[3]) if len(account) == 4 else False | ||
| vg_session = session.VanguardSession( | ||
| title=f"Vanguard_{index}", | ||
| headless=True, | ||
| profile_path="./creds", | ||
| debug=debug, | ||
| ) | ||
| need_second = vg_session.login(account[0], account[1], account[2]) | ||
| if need_second: | ||
| if botObj is None and loop is None: | ||
| vg_session.login_two(input("Enter code: ")) | ||
| else: | ||
| sms_code = asyncio.run_coroutine_threadsafe( | ||
| getOTPCodeDiscord(botObj, name, timeout=120, loop=loop), loop | ||
| ).result() | ||
| if sms_code is None: | ||
| raise Exception( | ||
| f"Vanguard {index} code not received in time...", loop | ||
| ) | ||
| vg_session.login_two(sms_code) | ||
| all_accounts = vg_account.AllAccount(vg_session) | ||
| success = all_accounts.get_account_ids() | ||
| if not success: | ||
| raise Exception("Error getting account details") | ||
| print("Logged in to Vanguard!") | ||
| vanguard_obj.set_logged_in_object(name, vg_session) | ||
| print_accounts = [] | ||
| for acct in all_accounts.account_totals: | ||
| vanguard_obj.set_account_number(name, acct) | ||
| vanguard_obj.set_account_totals( | ||
| name, acct, all_accounts.account_totals[acct] | ||
| ) | ||
| print_accounts.append(acct) | ||
| print(f"The following Vanguard accounts were found: {print_accounts}") | ||
| except Exception as e: | ||
| vg_session.close_browser() | ||
| print(f"Error logging in to Vanguard: {e}") | ||
| print(traceback.format_exc()) | ||
| return None | ||
| return vanguard_obj | ||
|
|
||
|
|
||
| def vanguard_holdings(vanguard_o: Brokerage, loop=None): | ||
| # Get holdings on each account | ||
| for key in vanguard_o.get_account_numbers(): | ||
| try: | ||
| obj: session.VanguardSession = vanguard_o.get_logged_in_objects(key) | ||
| all_accounts = vg_account.AllAccount(obj) | ||
| if all_accounts is None: | ||
| raise Exception("Error getting account details") | ||
| success = all_accounts.get_holdings() | ||
| if success: | ||
| for account in all_accounts.accounts_positions: | ||
| for account_type in all_accounts.accounts_positions[account].keys(): | ||
| for stock in all_accounts.accounts_positions[account][ | ||
| account_type | ||
| ]: | ||
| if float(stock["quantity"]) != 0: | ||
| vanguard_o.set_holdings( | ||
| key, | ||
| account, | ||
| stock["symbol"], | ||
| stock["quantity"], | ||
| stock["price"], | ||
| ) | ||
| else: | ||
| raise Exception("Vanguard-api failed to retrieve holdings.") | ||
| except Exception as e: | ||
| obj.close_browser() | ||
| printAndDiscord(f"{key} {account}: Error getting holdings: {e}", loop) | ||
| print(traceback.format_exc()) | ||
| continue | ||
| printHoldings(vanguard_o, loop) | ||
| obj.close_browser() | ||
|
|
||
|
|
||
| def vanguard_transaction(vanguard_o: Brokerage, orderObj: stockOrder, loop=None): | ||
| print() | ||
| print("==============================") | ||
| print("Vanguard") | ||
| print("==============================") | ||
| print() | ||
| # Buy on each account | ||
| for s in orderObj.get_stocks(): | ||
| for key in vanguard_o.get_account_numbers(): | ||
| printAndDiscord( | ||
| f"{key} {orderObj.get_action()}ing {orderObj.get_amount()} {s} @ {orderObj.get_price()}", | ||
| loop, | ||
| ) | ||
| try: | ||
| for account in vanguard_o.get_account_numbers(key): | ||
| print_account = maskString(account) | ||
| obj: session.VanguardSession = vanguard_o.get_logged_in_objects(key) | ||
| # If DRY is True, don't actually make the transaction | ||
| if orderObj.get_dry(): | ||
| printAndDiscord( | ||
| "Running in DRY mode. No transactions will be made.", loop | ||
| ) | ||
| vg_order = order.Order(obj) | ||
| price_type = order.PriceType.MARKET | ||
| if orderObj.get_action().capitalize() == "Buy": | ||
| order_type = order.OrderSide.BUY | ||
| else: | ||
| order_type = order.OrderSide.SELL | ||
| messages = vg_order.place_order( | ||
| account_id=account, | ||
| quantity=int(orderObj.get_amount()), | ||
| price_type=price_type, | ||
| symbol=s, | ||
| duration=order.Duration.DAY, | ||
| order_type=order_type, | ||
| dry_run=orderObj.get_dry(), | ||
| ) | ||
| print("The order verification produced the following messages: ") | ||
| if ( | ||
| messages["ORDER CONFIRMATION"] | ||
| == "No order confirmation page found. Order Failed." | ||
| ): | ||
| printAndDiscord( | ||
| "Market order failed placing limit order.", loop | ||
| ) | ||
| price_type = order.PriceType.LIMIT | ||
| price = vg_order.get_quote(s) + 0.01 | ||
| messages = vg_order.place_order( | ||
| account_id=account, | ||
| quantity=int(orderObj.get_amount()), | ||
| price_type=price_type, | ||
| symbol=s, | ||
| duration=order.Duration.DAY, | ||
| order_type=order_type, | ||
| limit_price=price, | ||
| dry_run=orderObj.get_dry(), | ||
| ) | ||
| if orderObj.get_dry(): | ||
| if messages["ORDER PREVIEW"] != "": | ||
| pprint.pprint(messages["ORDER PREVIEW"]) | ||
| printAndDiscord( | ||
| ( | ||
| f"{key} account {print_account}: The order verification was " | ||
| + ( | ||
| "successful" | ||
| if messages["ORDER PREVIEW"] | ||
| not in ["", "No order preview page found."] | ||
| else "unsuccessful" | ||
| ) | ||
| ), | ||
| loop, | ||
| ) | ||
| if ( | ||
| messages["ORDER INVALID"] | ||
| != "No invalid order message found." | ||
| ): | ||
| printAndDiscord( | ||
| f"{key} account {print_account}: The order verification produced the following messages: {messages['ORDER INVALID']}", | ||
| loop, | ||
| ) | ||
| else: | ||
| if messages["ORDER CONFIRMATION"] != "": | ||
| pprint.pprint(messages["ORDER CONFIRMATION"]) | ||
| printAndDiscord( | ||
| ( | ||
| f"{key} account {print_account}: The order verification was " | ||
| + ( | ||
| "successful" | ||
| if messages["ORDER CONFIRMATION"] | ||
| not in [ | ||
| "", | ||
| "No order confirmation page found. Order Failed.", | ||
| ] | ||
| else "unsuccessful" | ||
| ) | ||
| ), | ||
| loop, | ||
| ) | ||
| if ( | ||
| messages["ORDER INVALID"] | ||
| != "No invalid order message found." | ||
| ): | ||
| printAndDiscord( | ||
| f"{key} account {print_account}: The order verification produced the following messages: {messages['ORDER INVALID']}", | ||
| loop, | ||
| ) | ||
| except Exception as e: | ||
| printAndDiscord( | ||
| f"{key} {print_account}: Error submitting order: {e}", loop | ||
| ) | ||
| print(traceback.format_exc()) | ||
| continue | ||
| obj.close_browser() | ||
| printAndDiscord( | ||
| "All Vanguard transactions complete", | ||
| loop, | ||
| ) |