wip

app/Interfaces/MarketData/YahooMarketData.php

@@ -3,13 +3,14 @@
 namespace App\Interfaces\MarketData;
 
 use Illuminate\Support\Collection;
+use Scheb\YahooFinanceApi\ApiClient;
 use Scheb\YahooFinanceApi\ApiClientFactory as YahooFinance;
 
 class YahooMarketData implements MarketDataInterface
 {
-    public function __construct(
-        public $client
-    ) {
+    public ApiClient $client;
+
+    public function __construct() {
 
         // create yahoo finance client factory
         $this->client = YahooFinance::createApiClient();

app/Models/MarketData.php

@@ -28,6 +28,18 @@ class MarketData extends Model
         'dividend_yield'
     ];
 
+    protected $casts = [
+        'last_dividend_date' => 'datetime',
+        'market_value' => 'float',
+        'fifty_two_week_high' => 'float',
+        'fifty_two_week_low' => 'float',
+        'forward_pe' => 'float',
+        'trailing_pe' => 'float',
+        'market_cap' => 'float',
+        'book_value' => 'float',
+        'dividend_yield' => 'float'
+    ];
+
     public function holdings() 
     {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');

app/Support/Spotlight.php

@@ -18,7 +18,10 @@ class Spotlight
             return $results;
         }
 
-        $portfolios = $request->user()->portfolios()->where('title', 'LIKE', '%'.$request->input('search').'%')->limit(5)->get();
+        $portfolios = $request->user()->portfolios()
+            ->where('title', 'LIKE', '%'.$request->input('search').'%')
+            ->limit(5)
+            ->get();
         $portfolios->each(function($portfolio) use ($results) {
 
             $results->push([
@@ -29,13 +32,20 @@ class Spotlight
             ]);
         });
 
-        $holdings = $request->user()->holdings()->where('holdings.symbol', 'LIKE', '%'.$request->input('search').'%')->limit(5)->get();
+        $holdings = $request->user()->holdings()
+            ->where('holdings.quantity', '>', 0)
+            ->where(function ($query) use ($request) {
+                return $query->where('holdings.symbol', 'LIKE', '%'.$request->input('search').'%')
+                        ->orWhere('market_data.name', 'LIKE', '%'.$request->input('search').'%');
+            })
+            ->limit(5)
+            ->get();
         $holdings->each(function($holding) use ($results) {
 
             $results->push([
-                'name' => 'Holding: '. $holding->symbol,
+                'name' => 'Holding: '.$holding->market_data->name.' ('.$holding->symbol.')',
                 'description' => $holding->portfolio->title,
-                'link' => route('portfolio.show', ['portfolio' => $holding->portfolio->id]),
+                'link' => route('holding.show', ['portfolio' => $holding->portfolio->id, 'symbol' => $holding->symbol]),
                 'avatar' => null
             ]);
         });

lang/en.json

@@ -143,6 +143,9 @@
     "Forward PE": "Forward PE",
     "Trailing PE": "Trailing PE",
     "Market Cap": "Market Cap",
+    "Book Value": "Book Value",
+    "Dividend Yield": "Dividend Yield",
+    "Last Dividend Date": "Last Dividend Date",
     "Number of Transactions": "Number of Transactions",
     "Market Data Age": "Market Data Age",
     "Portfolio updated": "Portfolio updated",

lang/es.json

@@ -143,6 +143,9 @@
     "Forward PE": "PE a futuro",
     "Trailing PE": "PE histórico",
     "Market Cap": "Cap de mercado",
+    "Book Value": "Valor contable",
+    "Dividend Yield": "Rendimiento por dividendo",
+    "Last Dividend Date": "Fecha del último dividendo",
     "Number of Transactions": "Número de Transacciones",
     "Market Data Age": "Antigüedad de los Datos del Mercado",
     "Portfolio updated": "Portafolio actualizado",

resources/views/holding/show.blade.php

@@ -45,6 +45,11 @@
 
             <x-ib-card title="{{ __('Fundamentals') }}" class="md:col-span-4">
 
+                <p>
+                    <span class="font-bold">{{ __('Market Cap') }}: </span>
+                    ${{ Number::forHumans($holding->market_data->market_cap ?? 0) }} 
+                </p>
+
                 <p>
                     <span class="font-bold">{{ __('Forward PE') }}: </span>
                     {{ $holding->market_data->forward_pe }} 
@@ -56,8 +61,8 @@
                 </p>
 
                 <p>
-                    <span class="font-bold">{{ __('Market Cap') }}: </span>
-                    ${{ Number::forHumans($holding->market_data->market_cap ?? 0) }} 
+                    <span class="font-bold">{{ __('Book Value') }}: </span>
+                    {{ $holding->market_data->book_value }} 
                 </p>
 
                 <p>
@@ -68,7 +73,16 @@
                         :high="$holding->market_data->fifty_two_week_high" 
                         :current="$holding->market_data->market_value"
                     />
+                </p>
 
+                <p>
+                    <span class="font-bold">{{ __('Dividend Yield') }}: </span>
+                    {{ $holding->market_data->dividend_yield }} 
+                </p>
+
+                <p>
+                    <span class="font-bold">{{ __('Last Dividend Date') }}: </span>
+                    {{ $holding->market_data?->last_dividend_date?->format('F d, Y') ?? 'Never' }} 
                 </p>
                 
             </x-ib-card>

routes/web.php

@@ -18,33 +18,6 @@ Route::get('/', function () {
 
 Route::get('/test', function () {
     //
-
-
-    return Alphavantage::fundamentals()->overview('TSLA');
-
-    $quote = Alphavantage::core()->quoteEndpoint('FFRHX');
-
-    $quote = Arr::get($quote, 'Global Quote', []);
-
-
-    return $quote;
-
-    $client = ApiClientFactory::createApiClient();
-
-    return $client->getQuote("IBM");
-
-    return $client->getHistoricalQuoteData(
-        "AAPL",
-        ApiClient::INTERVAL_1_DAY,
-        new \DateTime("-14 days"),
-        new \DateTime("today")
-    );
-
-    return $client->getHistoricalDividendData(
-        "AAPL",
-        new \DateTime("-5 years"),
-        new \DateTime("today")
-    );
 });
 
 Route::middleware(['auth:sanctum', config('jetstream.auth_session'), 'verified'])->group(function () {