trad: added P/L to options table in list view

3 files changed, 57 insertions, 0 deletions

diff --git a/app/trading/models.py b/app/trading/models.py
index 704f3bb..97c82a6 100644
--- a/app/trading/models.py
+++ b/app/trading/models.py
@@ -111,6 +111,7 @@ class LuxTradeStatsManager(models.Manager):
         end_date = datetime.date(year, 12, 31)
         return self.filter(close_date__range=(start_date, end_date)).aggregate(Sum('pl'))
 
+
 class LuxTrade(models.Model):
     symbol = models.CharField(max_length=256)
     date = models.DateTimeField(auto_now_add=True)
@@ -191,6 +192,20 @@ class LuxTrade(models.Model):
         super(LuxTrade, self).save()
 
     
+class LuxOptionsTradeStatsManager(models.Manager):
+
+    def get_month_pl(self, month=timezone.now().month):
+        last_day = calendar.monthrange(timezone.now().year, month)[1]
+        start_date = datetime.date(timezone.now().year, month, 1)
+        end_date = datetime.date(timezone.now().year, month, last_day)
+        return self.filter(close_date__range=(start_date, end_date)).aggregate(Sum('pl'))
+
+    def get_year_pl(self, year=timezone.now().year):
+        start_date = datetime.date(year, 1, 1)
+        end_date = datetime.date(year, 12, 31)
+        return self.filter(close_date__range=(start_date, end_date)).aggregate(Sum('pl'))
+
+
 class LuxOptionsTrade(models.Model):
     symbol = models.CharField(max_length=256)
     date = models.DateTimeField(auto_now_add=True)
@@ -225,6 +240,9 @@ class LuxOptionsTrade(models.Model):
         ordering = ('-open_date',)
         get_latest_by = 'open_date'
 
+    objects = models.Manager()  # The default manager.
+    stats = LuxOptionsTradeStatsManager()
+
     def __str__(self):
         return str(self.symbol)
 
@@ -257,6 +275,14 @@ class LuxOptionsTrade(models.Model):
         td = self.expiration_date - datetime.date.today()
         return td.days
 
+    @property
+    def realized_dollars(self):
+        return round((((self.contract_close_price*self.number_contracts)*100) - ((self.contract_price*self.number_contracts)*100)-self.fees), 2)
+    
+    @property
+    def realized_percent(self):
+        return round((self.realized_dollars/self.amount_invested)*100, 2)
+
     def save(self, *args, **kwargs):
         if self.status == 0 and not self.open_date:
             self.open_date = timezone.now()
diff --git a/app/trading/templates/trading/list.html b/app/trading/templates/trading/list.html
index a36c15c..d00d599 100644
--- a/app/trading/templates/trading/list.html
+++ b/app/trading/templates/trading/list.html
@@ -266,6 +266,35 @@
             </td>{% endif %}
         </tr>
         {% endfor %}
+        <tr>
+            <td>&nbsp;</td>
+        </tr>
+        <tr>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td>{{month}} P/L:</td>
+            <td>{{options_monthly_pl.pl__sum}}</td>
+        </tr>
+        <tr>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td></td>
+            <td>YTD P/L:</td>
+            <td>{{options_year_pl.pl__sum}}</td>
+        </tr>
         </table>
 
         {% endblock %}
diff --git a/app/trading/views.py b/app/trading/views.py
index aa68192..9e19c05 100644
--- a/app/trading/views.py
+++ b/app/trading/views.py
@@ -18,6 +18,8 @@ class LuxTradeListView(PaginatedListView):
         context['options_trades_closed'] = LuxOptionsTrade.objects.filter(status=1)
         context['monthly_pl'] = LuxTrade.stats.get_month_pl()
         context['year_pl'] = LuxTrade.stats.get_year_pl()
+        context['options_monthly_pl'] = LuxOptionsTrade.stats.get_month_pl()
+        context['options_year_pl'] = LuxOptionsTrade.stats.get_year_pl()
         context['month'] = datetime.now().strftime('%h')
         return context