apex_grabber.py

# ================================================
# Export portfolio information using Selenium & R
# ================================================

# note that apex_information.py is a separate script that you need
# to run this one. I've uploaded that (sans account information) here:
# https://gist.github.com/mistermichaelll/7d6cb085000adf8c33087df3ae1b3a40

# libraries utilized 
# & APEX information script
# -------------------------
from selenium import webdriver 
from time import sleep
from shutil import move
from subprocess import call
import apex_information
import os 

# preliminary information
# -----------------------
home_directory = os.path.expanduser('~')
destination_directory = home_directory + "/Documents/M1 Portfolio/"
download_directory = home_directory + "/Downloads/"
apex_user = apex_information.user
apex_pass = apex_information.password
file_names = ["positions-export.csv", "activity-export.csv", "realized.csv", "unrealized.csv"]

# info to call the R script from this one
# ---------------------------------------
R_location = "/Library/Frameworks/R.framework/Versions/3.6/Resources/Rscript"
R_script = destination_directory + "portfolio_analyze.R"

# function that logs into APEX
# ----------------------------
def apex_login(apex_username, apex_password):
    print("Logging in...")
    # had to adjust for this first step that APEX added...
    # basically they ask for your username first.
    initial_login = driver.find_element_by_name("username")
    initial_login.clear()
    initial_login.send_keys(apex_username)
    initial_login.find_element_by_xpath(apex_information.initial_login_xpath).click()
    sleep(4)
    # main login
    user_login = driver.find_element_by_xpath(apex_information.username_xpath)
    user_login.clear()
    user_login.send_keys(apex_username)
    sleep(3)
    # put in password
    user_pass = driver.find_element_by_xpath(apex_information.password_xpath)
    user_pass.clear()
    user_pass.send_keys(apex_password)
    # actually log in
    sleep(3)
    driver.find_element_by_xpath(apex_information.login_button_xpath).click()

# function to grab csv positions 
# ------------------------------
def positions_export():
    print("Getting current positions...")
    # open the positions page
    driver.get(apex_information.positions_export_url)
    # wait a sec so button is available
    sleep(4)
    # press button
    driver.find_element_by_xpath('/html/body/div[2]/div/div/section/div[2]/div[2]/div/ui-grid-export-tools/div/export-ui-grid-csv/button').click()
    sleep(1)

# export activities
# -----------------
def activity_export():
    print("Exporting activites...")
    # open the positions page
    driver.get(apex_information.activity_export_url)
    # wait a sec so button is available
    sleep(4)
    # press button
    driver.find_element_by_xpath('/html/body/div[2]/div/div/section/div[2]/div[2]/div/ui-grid-export-tools/div/export-ui-grid-csv/button').click()
    sleep(1)

# get cost basis
# --------------
def get_cost_basis():
    print("Obtaining cost basis information...")
    # unrealized cost
    driver.get(apex_information.cost_basis_open_url)
    sleep(5)
    driver.get(apex_information.cost_basis_closed_url)
    sleep(5)

# function to move files 
# ----------------------
def move_downloaded_files(apex_file_names):
    for file in apex_file_names:
        print("Moving", file, "...")
        move(download_directory + file, destination_directory + file)
    print("Done.")

# this is the main 
# thing that gets done 
# --------------------
driver = webdriver.Chrome(home_directory + '/Downloads/chromedriver')
def main_part():
    driver.get(apex_information.apex_login_url)
    sleep(2)
    apex_login(apex_user, apex_pass)
    sleep(4)
    positions_export()
    sleep(5)
    activity_export()
    sleep(5)
    get_cost_basis()
    driver.quit()
    move_downloaded_files(file_names)
    print("Running R script...")
    # run the R script that updates my
    # portfolio in Google Sheets
    # --------------------------------
    call([R_location, '--vanilla', R_script])
    print("Done. Information updated.")

main_part()