Created
August 27, 2024 13:12
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PowerShell Stock Alerts
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| @{ | |
| # Script module or binary module file associated with this manifest. | |
| RootModule = 'stock_alert_api.psm1' | |
| # Version number of this module. | |
| ModuleVersion = '1.0.0' | |
| # ID used to uniquely identify this module | |
| GUID = 'e8b0320d-8f4d-4c5f-b4ea-fd9c4a7c6e99' | |
| # Author of this module | |
| Author = 'Caleb McElrath' | |
| # Copyright statement for this module | |
| Copyright = '© 2024 Caleb McElrath. All rights reserved.' | |
| # Description of the functionality provided by this module | |
| Description = 'This module provides functionality for processing stock information and generating notifications upon upward and downward trend criteria.' | |
| # Minimum version of the Windows PowerShell engine required by this module | |
| PowerShellVersion = '5.1' | |
| # Functions to export from this module | |
| FunctionsToExport = @('Start-SymbolProcess', 'New-SymbolProcessParameters') | |
| # List of all files packaged with this module | |
| FileList = @('stock_alert_api.psm1') | |
| # Whether this module requires elevated permissions to run | |
| PowerShellHostName = @('ConsoleHost') | |
| # End of manifest | |
| } |
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| Import-Module BurntToast | |
| class SymbolProcessParameters { | |
| [string]$SymbolFile | |
| [string]$ApiKey | |
| [int]$DownTrendDays | |
| [int]$DownTrendPct | |
| [int]$UpTrendDays | |
| [int]$UpTrendPct | |
| [ScriptBlock]$GetCurrentDate | |
| [ScriptBlock]$GetSymbolList | |
| [ScriptBlock]$DataProvider | |
| [ScriptBlock]$NotificationProvider | |
| SymbolProcessParameters() { | |
| $this.GetCurrentDate = { | |
| (Get-Date).AddDays(-4) | |
| } | |
| $this.GetSymbolList = { | |
| param($symbolFile) | |
| Get-Content $symbolFile | |
| } | |
| $this.DataProvider = { | |
| param($url) | |
| Invoke-RestMethod -Uri $url -Method Get | |
| } | |
| $this.NotificationProvider = { | |
| param($message) | |
| New-BurntToastNotification -Text "Buy The Dip Alert", $message | |
| } | |
| } | |
| } | |
| function New-SymbolProcessParameters { | |
| return [SymbolProcessParameters]::new() | |
| } | |
| function Get-CurrentDate { | |
| param ( | |
| [ScriptBlock]$GetCurrentDate = { | |
| (Get-Date).AddDays(-4) | |
| } | |
| ) | |
| return (& $GetCurrentDate) | |
| } | |
| function Get-SymbolList { | |
| param ( | |
| [string]$symbolFile, | |
| [ScriptBlock]$GetSymbolList = { | |
| param($symbolFile) | |
| Get-Content $symbolFile | |
| } | |
| ) | |
| return (& $GetSymbolList $symbolFile) | |
| } | |
| function Get-StockData { | |
| param ( | |
| [string]$symbol, | |
| [string]$apiKey, | |
| [ScriptBlock]$DataProvider = { | |
| param($url) | |
| Invoke-RestMethod -Uri $url -Method Get | |
| } | |
| ) | |
| $url = "https://www.alphavantage.co/query?function=TIME_SERIES_DAILY&symbol=$symbol&apikey=$apiKey" | |
| try { | |
| return (& $DataProvider $url)."Time Series (Daily)" | |
| } catch { | |
| Write-Error "Failed to retrieve data for $symbol" | |
| return $null | |
| } | |
| } | |
| function ConvertTo-DataFrame { | |
| param ( | |
| [PSCustomObject]$data | |
| ) | |
| $df = @() | |
| foreach ($dateMember in $data.PSObject.Properties.Name) { | |
| $row = [PSCustomObject]@{ | |
| ActivityDate = [datetime]::Parse($dateMember) | |
| ClosePrice = $data.$dateMember."4. close" | |
| Pct_Change_Downtrend = 0 | |
| Pct_Change_Uptrend = 0 | |
| } | |
| $df += $row | |
| } | |
| return $df | Sort-Object ActivityDate | |
| } | |
| function Set-PercentageChanges { | |
| param ( | |
| [array]$dataFrame, | |
| [int]$downTrendDays, | |
| [int]$upTrendDays | |
| ) | |
| for ($i = $downTrendDays; $i -lt $dataFrame.Count; $i++) { | |
| $dataFrame[$i].Pct_Change_Downtrend = (($dataFrame[$i].ClosePrice - $dataFrame[$i - $downTrendDays].ClosePrice) / $dataFrame[$i - $downTrendDays].ClosePrice) * 100 | |
| } | |
| for ($i = $upTrendDays; $i -lt $dataFrame.Count; $i++) { | |
| $dataFrame[$i].Pct_Change_Uptrend = (($dataFrame[$i].ClosePrice - $dataFrame[$i - $upTrendDays].ClosePrice) / $dataFrame[$i - $upTrendDays].ClosePrice) * 100 | |
| } | |
| return $dataFrame | |
| } | |
| function Get-Alerts { | |
| param ( | |
| [array]$dataFrame, | |
| [int]$downTrendPct, | |
| [int]$upTrendPct, | |
| [datetime]$alertThresholdDate | |
| ) | |
| $alerts = $dataFrame | Where-Object { | |
| $_.Pct_Change_Downtrend -le $downTrendPct -and $_.Pct_Change_Uptrend -ge $upTrendPct -and $_.ActivityDate -ge $alertThresholdDate | |
| } | |
| return $alerts | |
| } | |
| function Send-Notification { | |
| param ( | |
| [string]$symbol, | |
| [PSCustomObject]$alert, | |
| [int]$downTrendPct, | |
| [int]$downTrendDays, | |
| [int]$upTrendPct, | |
| [int]$upTrendDays, | |
| [ScriptBlock]$NotificationProvider = { | |
| param($message) | |
| New-BurntToastNotification -Text "Buy The Dip Alert", $message | |
| } | |
| ) | |
| $activityDate = $alert.ActivityDate.ToString("M/dd") | |
| $message = "$activityDate : $symbol has declined by $downTrendPct% over $downTrendDays days and increased by $upTrendPct% within $upTrendDays days." | |
| & $NotificationProvider $message | |
| } | |
| function Start-SymbolProcess { | |
| param ( | |
| [SymbolProcessParameters]$Params | |
| ) | |
| $alertThresholdDate = Get-CurrentDate -GetCurrentDate $Params.GetCurrentDate | |
| $symbols = Get-SymbolList -symbolFile $Params.SymbolFile -GetSymbolList $Params.GetSymbolList | |
| foreach ($symbol in $symbols) { | |
| # Get the stock data using the Get-StockData function | |
| $data = Get-StockData -symbol $symbol -apiKey $Params.ApiKey -DataProvider $Params.DataProvider | |
| # Skip processing if data retrieval failed | |
| if (-not $data) { | |
| continue | |
| } | |
| $df = ConvertTo-DataFrame -data $data | |
| $df = Set-PercentageChanges -dataFrame $df -downTrendDays $Params.DownTrendDays -upTrendDays $Params.UpTrendDays | |
| $alerts = Get-Alerts -dataFrame $df -downTrendPct $Params.DownTrendPct -upTrendPct $Params.UpTrendPct -alertThresholdDate $alertThresholdDate | |
| foreach ($alert in $alerts) { | |
| Send-Notification -symbol $symbol -alert $alert -downTrendPct $Params.DownTrendPct -downTrendDays $Params.DownTrendDays -upTrendPct $Params.UpTrendPct -upTrendDays $Params.UpTrendDays -NotificationProvider $Params.NotificationProvider | |
| } | |
| } | |
| } | |
| Export-ModuleMember -Function Start-SymbolProcess, New-SymbolProcessParameters |
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| # Import the module to be tested | |
| Import-Module -Name "./stock_alert_api" -Verbose | |
| Describe "Start-SymbolProcess" { | |
| BeforeAll { | |
| $testCurrentDate = { | |
| return Get-Date "2024-08-01" | |
| } | |
| $testDataProvider = { | |
| $json = '{ | |
| "Time Series (Daily)": { | |
| "2024-08-06": { "4. close": "522.1500" }, | |
| "2024-08-05": { "4. close": "517.3800" }, | |
| "2024-08-02": { "4. close": "532.9000" }, | |
| "2024-08-01": { "4. close": "543.0100" }, | |
| "2024-07-31": { "4. close": "550.8100" }, | |
| "2024-07-30": { "4. close": "542.0000" }, | |
| "2024-07-29": { "4. close": "544.7600" }, | |
| "2024-07-26": { "4. close": "544.4400" }, | |
| "2024-07-25": { "4. close": "538.4100" }, | |
| "2024-07-24": { "4. close": "541.2300" }, | |
| "2024-07-23": { "4. close": "553.7800" }, | |
| "2024-07-22": { "4. close": "554.6500" }, | |
| "2024-07-19": { "4. close": "548.9900" }, | |
| "2024-07-18": { "4. close": "552.6600" }, | |
| "2024-07-17": { "4. close": "556.9400" } | |
| } | |
| }' | |
| return $json | ConvertFrom-Json | |
| } | |
| $testGetSymbolList = { | |
| return @("AAPL", "MSFT") | |
| } | |
| $global:notificationsSent = @() | |
| $testNotificationProvider = { | |
| param($message) | |
| $global:notificationsSent += $message | |
| } | |
| } | |
| BeforeEach { | |
| # Clear notifications before each test | |
| $global:notificationsSent = @() | |
| } | |
| It "Should process symbols and send notifications for valid alerts" { | |
| # Prepare test parameters | |
| $params = New-SymbolProcessParameters | |
| $params.SymbolFile = "fake_symbols.txt" | |
| $params.ApiKey = "test_api_key" | |
| $params.DownTrendDays = 14 | |
| $params.DownTrendPct = -6 | |
| $params.UpTrendDays = 1 | |
| $params.UpTrendPct = 0 | |
| $params.GetCurrentDate = $testCurrentDate | |
| $params.GetSymbolList = $testGetSymbolList | |
| $params.DataProvider = $testDataProvider | |
| $params.NotificationProvider = $testNotificationProvider | |
| # Execute the function | |
| Start-SymbolProcess -Params $params | |
| # Verify that notifications were sent | |
| $global:notificationsSent | Should -HaveCount 2 | |
| $global:notificationsSent | Should -Contain "8/06 : AAPL has declined by -6% over 14 days and increased by 0% within 1 days." | |
| $global:notificationsSent | Should -Contain "8/06 : MSFT has declined by -6% over 14 days and increased by 0% within 1 days." | |
| } | |
| It "Should skip processing if no alerts match the criteria" { | |
| $testCurrentDate = { | |
| return Get-Date "2024-07-26" # exclude alerts due to the date threshold | |
| } | |
| $testDataProvider = { | |
| $json = '{ | |
| "Time Series (Daily)": { | |
| "2024-07-25": { "4. close": "550.4100" }, | |
| "2024-07-24": { "4. close": "400.2300" }, | |
| "2024-07-23": { "4. close": "500.7800" }, | |
| "2024-07-22": { "4. close": "530.6500" }, | |
| "2024-07-19": { "4. close": "560.9900" }, | |
| "2024-07-18": { "4. close": "600.6600" } | |
| } | |
| }' | |
| return $json | ConvertFrom-Json | |
| } | |
| # Prepare test parameters | |
| $params = New-SymbolProcessParameters | |
| $params.SymbolFile = "fake_symbols.txt" | |
| $params.ApiKey = "test_api_key" | |
| $params.DownTrendDays = 5 | |
| $params.DownTrendPct = -6 | |
| $params.UpTrendDays = 1 | |
| $params.UpTrendPct = 0 | |
| $params.GetCurrentDate = $testCurrentDate | |
| $params.GetSymbolList = $testGetSymbolList | |
| $params.DataProvider = $testDataProvider | |
| $params.NotificationProvider = $testNotificationProvider | |
| # Execute the function | |
| Start-SymbolProcess -Params $params | |
| # Verify that no notifications were sent | |
| $global:notificationsSent | Should -BeNullOrEmpty | |
| } | |
| It "Should handle multiple symbols and generate alerts correctly" { | |
| # Prepare test parameters | |
| $params = New-SymbolProcessParameters | |
| $params.SymbolFile = "fake_symbols.txt" | |
| $params.ApiKey = "test_api_key" | |
| $params.DownTrendDays = 14 | |
| $params.DownTrendPct = -6 | |
| $params.UpTrendDays = 1 | |
| $params.UpTrendPct = 0 | |
| $params.GetCurrentDate = $testCurrentDate | |
| $params.GetSymbolList = { | |
| return @("AAPL", "GOOGL", "AMZN") | |
| } | |
| $params.DataProvider = $testDataProvider | |
| $params.NotificationProvider = $testNotificationProvider | |
| # Execute the function | |
| Start-SymbolProcess -Params $params | |
| # Verify that notifications were sent for all symbols | |
| $global:notificationsSent | Should -HaveCount 3 | |
| } | |
| It "Should skip processing when data retrieval fails" { | |
| # Simulate data provider failure | |
| $failingDataProvider = { return $null } | |
| # Prepare test parameters | |
| $params = New-SymbolProcessParameters | |
| $params.SymbolFile = "fake_symbols.txt" | |
| $params.ApiKey = "test_api_key" | |
| $params.DownTrendDays = 14 | |
| $params.DownTrendPct = -6 | |
| $params.UpTrendDays = 1 | |
| $params.UpTrendPct = 0 | |
| $params.GetCurrentDate = $testCurrentDate | |
| $params.GetSymbolList = $testGetSymbolList | |
| $params.DataProvider = $failingDataProvider | |
| $params.NotificationProvider = $testNotificationProvider | |
| # Execute the function | |
| Start-SymbolProcess -Params $params | |
| # Verify that no notifications were sent due to data retrieval failure | |
| $global:notificationsSent | Should -BeNullOrEmpty | |
| } | |
| } |
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| SPY | |
| QQQ | |
| DIA | |
| IWM |
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| { | |
| "Time Series (Daily)": { | |
| "2024-08-23": { | |
| "1. open": "559.5300", | |
| "2. high": "563.0900", | |
| "3. low": "557.2900", | |
| "4. close": "562.1300", | |
| "5. volume": "50639393" | |
| }, | |
| "2024-08-22": { | |
| "1. open": "562.5600", | |
| "2. high": "563.1800", | |
| "3. low": "554.9800", | |
| "4. close": "556.2200", | |
| "5. volume": "56121456" | |
| }, | |
| "2024-08-21": { | |
| "1. open": "559.7700", | |
| "2. high": "562.1100", | |
| "3. low": "554.7300", | |
| "4. close": "560.6200", | |
| "5. volume": "41514600" | |
| }, | |
| "2024-08-20": { | |
| "1. open": "559.1500", | |
| "2. high": "560.8400", | |
| "3. low": "557.3250", | |
| "4. close": "558.7000", | |
| "5. volume": "33732264" | |
| }, | |
| "2024-08-19": { | |
| "1. open": "554.7300", | |
| "2. high": "559.6100", | |
| "3. low": "553.8600", | |
| "4. close": "559.6100", | |
| "5. volume": "39121793" | |
| }, | |
| "2024-08-16": { | |
| "1. open": "551.4200", | |
| "2. high": "555.0200", | |
| "3. low": "551.2600", | |
| "4. close": "554.3100", | |
| "5. volume": "44430728" | |
| }, | |
| "2024-08-15": { | |
| "1. open": "549.5000", | |
| "2. high": "553.3600", | |
| "3. low": "548.8800", | |
| "4. close": "553.0700", | |
| "5. volume": "60846812" | |
| }, | |
| "2024-08-14": { | |
| "1. open": "542.8500", | |
| "2. high": "544.9600", | |
| "3. low": "540.1200", | |
| "4. close": "543.7500", | |
| "5. volume": "42446929" | |
| }, | |
| "2024-08-13": { | |
| "1. open": "536.5300", | |
| "2. high": "542.2800", | |
| "3. low": "536.2800", | |
| "4. close": "542.0400", | |
| "5. volume": "52333073" | |
| }, | |
| "2024-08-12": { | |
| "1. open": "534.2100", | |
| "2. high": "535.7300", | |
| "3. low": "530.9500", | |
| "4. close": "533.2700", | |
| "5. volume": "42542069" | |
| }, | |
| "2024-08-09": { | |
| "1. open": "529.8100", | |
| "2. high": "534.5100", | |
| "3. low": "528.5600", | |
| "4. close": "532.9900", | |
| "5. volume": "45619558" | |
| }, | |
| "2024-08-08": { | |
| "1. open": "523.9100", | |
| "2. high": "531.2900", | |
| "3. low": "521.8400", | |
| "4. close": "530.6500", | |
| "5. volume": "63276589" | |
| }, | |
| "2024-08-07": { | |
| "1. open": "528.4700", | |
| "2. high": "531.5900", | |
| "3. low": "518.0519", | |
| "4. close": "518.6600", | |
| "5. volume": "70698340" | |
| }, | |
| "2024-08-06": { | |
| "1. open": "519.2200", | |
| "2. high": "529.7500", | |
| "3. low": "517.8700", | |
| "4. close": "522.1500", | |
| "5. volume": "84826312" | |
| }, | |
| "2024-08-05": { | |
| "1. open": "511.6400", | |
| "2. high": "523.5800", | |
| "3. low": "510.2700", | |
| "4. close": "517.3800", | |
| "5. volume": "146267391" | |
| }, | |
| "2024-08-02": { | |
| "1. open": "535.7500", | |
| "2. high": "536.9900", | |
| "3. low": "528.6000", | |
| "4. close": "532.9000", | |
| "5. volume": "82789070" | |
| }, | |
| "2024-08-01": { | |
| "1. open": "552.5700", | |
| "2. high": "554.8688", | |
| "3. low": "539.4300", | |
| "4. close": "543.0100", | |
| "5. volume": "76428732" | |
| }, | |
| "2024-07-31": { | |
| "1. open": "548.9800", | |
| "2. high": "553.5000", | |
| "3. low": "547.5799", | |
| "4. close": "550.8100", | |
| "5. volume": "65663388" | |
| }, | |
| "2024-07-30": { | |
| "1. open": "546.2600", | |
| "2. high": "547.3400", | |
| "3. low": "538.5150", | |
| "4. close": "542.0000", | |
| "5. volume": "46853632" | |
| }, | |
| "2024-07-29": { | |
| "1. open": "546.0200", | |
| "2. high": "547.0500", | |
| "3. low": "542.7200", | |
| "4. close": "544.7600", | |
| "5. volume": "39515824" | |
| }, | |
| "2024-07-26": { | |
| "1. open": "542.2800", | |
| "2. high": "547.1900", | |
| "3. low": "541.4900", | |
| "4. close": "544.4400", | |
| "5. volume": "53763788" | |
| }, | |
| "2024-07-25": { | |
| "1. open": "541.3500", | |
| "2. high": "547.4550", | |
| "3. low": "537.4500", | |
| "4. close": "538.4100", | |
| "5. volume": "61158288" | |
| }, | |
| "2024-07-24": { | |
| "1. open": "548.8600", | |
| "2. high": "549.1700", | |
| "3. low": "540.2900", | |
| "4. close": "541.2300", | |
| "5. volume": "74515266" | |
| }, | |
| "2024-07-23": { | |
| "1. open": "554.5400", | |
| "2. high": "556.7350", | |
| "3. low": "553.2750", | |
| "4. close": "553.7800", | |
| "5. volume": "34439561" | |
| }, | |
| "2024-07-22": { | |
| "1. open": "553.0000", | |
| "2. high": "555.2700", | |
| "3. low": "551.0200", | |
| "4. close": "554.6500", | |
| "5. volume": "43346720" | |
| }, | |
| "2024-07-19": { | |
| "1. open": "552.4200", | |
| "2. high": "554.0800", | |
| "3. low": "547.9100", | |
| "4. close": "548.9900", | |
| "5. volume": "65509081" | |
| }, | |
| "2024-07-18": { | |
| "1. open": "558.5100", | |
| "2. high": "559.5200", | |
| "3. low": "550.4300", | |
| "4. close": "552.6600", | |
| "5. volume": "56270392" | |
| }, | |
| "2024-07-17": { | |
| "1. open": "558.8000", | |
| "2. high": "560.5100", | |
| "3. low": "556.6100", | |
| "4. close": "556.9400", | |
| "5. volume": "57118956" | |
| }, | |
| "2024-07-16": { | |
| "1. open": "562.8650", | |
| "2. high": "565.1600", | |
| "3. low": "562.1000", | |
| "4. close": "564.8600", | |
| "5. volume": "36475260" | |
| }, | |
| "2024-07-15": { | |
| "1. open": "562.0300", | |
| "2. high": "564.8371", | |
| "3. low": "559.6300", | |
| "4. close": "561.5300", | |
| "5. volume": "40584293" | |
| }, | |
| "2024-07-12": { | |
| "1. open": "557.6300", | |
| "2. high": "563.6700", | |
| "3. low": "557.1500", | |
| "4. close": "559.9900", | |
| "5. volume": "53084405" | |
| }, | |
| "2024-07-11": { | |
| "1. open": "561.4400", | |
| "2. high": "562.3300", | |
| "3. low": "555.8300", | |
| "4. close": "556.4800", | |
| "5. volume": "53054184" | |
| }, | |
| "2024-07-10": { | |
| "1. open": "557.0700", | |
| "2. high": "561.6700", | |
| "3. low": "556.7700", | |
| "4. close": "561.3200", | |
| "5. volume": "38701220" | |
| }, | |
| "2024-07-09": { | |
| "1. open": "556.2600", | |
| "2. high": "557.1800", | |
| "3. low": "555.5200", | |
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