portfolio: clean up fixes #243

cointop/config.go

@@ -647,10 +647,8 @@ func (ct *Cointop) loadPortfolioHoldingsFromConfig(holdingsIfc []interface{}) er
 
 		buyPrice := 0.0
 		if len(tupleIfc) >= 3 {
-			if parsePrice, err := ct.InterfaceToFloat64(tupleIfc[2]); err != nil {
+			if buyPrice, err = ct.InterfaceToFloat64(tupleIfc[2]); err != nil {
 				return err
-			} else {
-				buyPrice = parsePrice
 			}
 		}
 

cointop/conversion.go

@@ -302,19 +302,19 @@ func CurrencySymbol(currency string) string {
 	return "?"
 }
 
-func (ct *Cointop) Convert(convertFrom string, convertTo string, amount float64) (float64, error) {
+// Convert converts an amount to another currency type
+func (ct *Cointop) Convert(convertFrom, convertTo string, amount float64) (float64, error) {
 	convertFrom = strings.ToLower(convertFrom)
 	convertTo = strings.ToLower(convertTo)
 
-	var rate float64
 	if convertFrom == convertTo {
-		rate = 1.0
-	} else {
-		crate, err := ct.api.GetExchangeRate(convertFrom, convertTo, true)
-		if err != nil {
-			return 0, err
-		}
-		rate = crate
+		return amount, nil
+	}
+
+	rate, err := ct.api.GetExchangeRate(convertFrom, convertTo, true)
+	if err != nil {
+		return 0, err
 	}
+
 	return rate * amount, nil
 }

cointop/keybindings.go

@@ -328,9 +328,9 @@ func (ct *Cointop) SetKeybindingAction(shortcutKey string, action string) error
 	case "sort_column_cost":
 		fn = ct.Sortfn("cost", true)
 	case "sort_column_pnl":
-		fn = ct.Sortfn("profit", true)
+		fn = ct.Sortfn("pnl", true)
 	case "sort_column_pnl_percent":
-		fn = ct.Sortfn("profit_percent", true)
+		fn = ct.Sortfn("pnl_percent", true)
 	default:
 		fn = ct.Keyfn(ct.Noop)
 	}

cointop/portfolio.go

@@ -37,8 +37,8 @@ var SupportedPortfolioTableHeaders = []string{
 	"last_updated",
 	"cost_price",
 	"cost",
-	"profit",
-	"profit_percent",
+	"pnl",
+	"pnl_percent",
 }
 
 // DefaultPortfolioTableHeaders are the default portfolio table header columns
@@ -53,12 +53,23 @@ var DefaultPortfolioTableHeaders = []string{
 	"24h_change",
 	"7d_change",
 	"percent_holdings",
+	"cost_price",
+	"cost",
+	"pnl",
+	"pnl_percent",
 	"last_updated",
 }
 
 // HiddenBalanceChars are the characters to show when hidding balances
 var HiddenBalanceChars = "********"
 
+var costColumns = map[string]bool{
+	"cost_price":  true,
+	"cost":        true,
+	"pnl":         true,
+	"pnl_percent": true,
+}
+
 // ValidPortfolioTableHeader returns the portfolio table headers
 func (ct *Cointop) ValidPortfolioTableHeader(name string) bool {
 	for _, v := range SupportedPortfolioTableHeaders {
@@ -84,6 +95,25 @@ func (ct *Cointop) GetPortfolioTable() *table.Table {
 	headers := ct.GetPortfolioTableHeaders()
 	ct.ClearSyncMap(&ct.State.tableColumnWidths)
 	ct.ClearSyncMap(&ct.State.tableColumnAlignLeft)
+
+	displayCostColumns := false
+	for _, coin := range ct.State.coins {
+		if coin.BuyPrice > 0 && coin.BuyCurrency != "" {
+			displayCostColumns = true
+			break
+		}
+	}
+
+	if !displayCostColumns {
+		filtered := make([]string, 0)
+		for _, header := range headers {
+			if _, ok := costColumns[header]; !ok {
+				filtered = append(filtered, header)
+			}
+		}
+		headers = filtered
+	}
+
 	for _, coin := range ct.State.coins {
 		leftMargin := 1
 		rightMargin := 1
@@ -332,7 +362,6 @@ func (ct *Cointop) GetPortfolioTable() *table.Table {
 						cost = costPrice * coin.Holdings
 					}
 				}
-				// text := ct.FormatPrice(cost)
 				text := humanize.FixedMonetaryf(cost, 2)
 				if ct.State.hidePortfolioBalances {
 					text = HiddenBalanceChars
@@ -352,7 +381,7 @@ func (ct *Cointop) GetPortfolioTable() *table.Table {
 						Color:       ct.colorscheme.TableColumnPrice,
 						Text:        text,
 					})
-			case "profit":
+			case "pnl":
 				text := ""
 				colorProfit := ct.colorscheme.TableColumnChange
 				if coin.BuyPrice > 0 && coin.BuyCurrency != "" {
@@ -385,7 +414,7 @@ func (ct *Cointop) GetPortfolioTable() *table.Table {
 						Color:       colorProfit,
 						Text:        text,
 					})
-			case "profit_percent":
+			case "pnl_percent":
 				profitPercent := 0.0
 				if coin.BuyPrice > 0 && coin.BuyCurrency != "" {
 					costPrice, err := ct.Convert(coin.BuyCurrency, ct.State.currencyConversion, coin.BuyPrice)
@@ -812,8 +841,7 @@ func (ct *Cointop) PrintHoldingsTable(options *TablePrintOptions) error {
 	records := make([][]string, len(holdings))
 	symbol := ct.CurrencySymbol()
 
-	// TODO: buy_price, buy_currency, profit, profit_percent, etc
-	headers := []string{"name", "symbol", "price", "holdings", "balance", "24h%", "%holdings"}
+	headers := []string{"name", "symbol", "price", "holdings", "balance", "24h%", "%holdings", "buy_price", "buy_currency", "pnl", "pnl_percent"}
 	if len(filterCols) > 0 {
 		for _, col := range filterCols {
 			valid := false

cointop/sort.go

@@ -72,9 +72,9 @@ func (ct *Cointop) Sort(sortBy string, desc bool, list []*Coin, renderHeaders bo
 			return a.BuyPrice < b.BuyPrice
 		case "cost":
 			return (a.BuyPrice * a.Holdings) < (b.BuyPrice * b.Holdings) // TODO: convert?
-		case "profit":
+		case "pnl":
 			return (a.Price - a.BuyPrice) < (b.Price - b.BuyPrice)
-		case "profit_percent":
+		case "pnl_percent":
 			return (a.Price - a.BuyPrice) < (b.Price - b.BuyPrice)
 		default:
 			return a.Rank < b.Rank

cointop/table_header.go

@@ -133,17 +133,17 @@ var HeaderColumns = map[string]*HeaderColumn{
 	},
 	"cost": {
 		Slug:       "cost",
-		Label:      "cost[!]",
+		Label:      "[!]cost",
 		PlainLabel: "cost",
 	},
-	"profit": {
-		Slug:       "profit",
-		Label:      "PNL[@]",
+	"pnl": {
+		Slug:       "pnl",
+		Label:      "[@]PNL",
 		PlainLabel: "PNL",
 	},
-	"profit_percent": {
-		Slug:       "profit_percent",
-		Label:      "PNL%[#]",
+	"pnl_percent": {
+		Slug:       "pnl_percent",
+		Label:      "[#]PNL%",
 		PlainLabel: "PNL%",
 	},
 }
@@ -231,7 +231,7 @@ func (ct *Cointop) UpdateTableHeader() error {
 		}
 		leftAlign := ct.GetTableColumnAlignLeft(col)
 		switch col {
-		case "price", "balance", "profit", "cost":
+		case "price", "balance", "pnl", "cost":
 			label = fmt.Sprintf("%s%s", ct.CurrencySymbol(), label)
 		}
 		if leftAlign {

docs/content/faq.md

@@ -186,11 +186,11 @@ draft: false
 
 ## How do I include buy/cost price in my portfolio?
 
-  Currently there is no UI for this.  If you want to include the cost of your coins in the Portfolio screen, you will need to edit your config.toml
+  Currently there is no UI for this. If you want to include the cost of your coins in the Portfolio screen, you will need to edit your config.toml
 
-  Each coin consists of four values:  coin name, coin amount, cost-price, cost-currency.
+  Each coin consists of four values: coin name, coin amount, cost-price, cost-currency.
 
-  For example, the following configuration includes 100 ALGO at USD1.95 each; and 0.1 BTC at AUD50100.83 each. 
+  For example, the following configuration includes 100 ALGO at USD1.95 each; and 0.1 BTC at AUD50100.83 each.
 
   ```toml
    holdings = [["Algorand", "100", "1.95", "USD"], ["Bitcoin", "0.1", "50100.83", "AUD"]]
@@ -200,12 +200,12 @@ draft: false
 
   - `cost_price` the price and currency that the coins were purchased at
   - `cost` the cost (in the current currency) of the coins
-  - `profit` the PNL of the coins (current value vs original cost)
-  - `profit_percent` the PNL of the coins as a fraction of the original cost
+  - `pnl` the PNL of the coins (current value vs original cost)
+  - `pnl_percent` the PNL of the coins as a fraction of the original cost
 
   With the holdings above, and the currency set to GBP (British Pounds) cointop will look something like this:
-  
-  ![Screen Shot 2021-10-22 at 8 41 21 am](https://user-images.githubusercontent.com/122371/138361142-8e1f32b5-ca24-471d-a628-06968f07c65f.png)
+
+  ![portfolio profit and loss](https://user-images.githubusercontent.com/122371/138361142-8e1f32b5-ca24-471d-a628-06968f07c65f.png)
 
 ## How do I hide my portfolio balances (private mode)?
 
@@ -520,7 +520,7 @@ draft: false
 ## How can I get more information when something is going wrong?
 
   Cointop creates a logfile at `/tmp/cointop.log`. Normally nothing is written to this, but if you set the environment variable
-  `DEBUG=1` cointop will write a lot of output describing its operation.  Furthermore, if you also set `DEBUG_HTTP=1` it will 
+  `DEBUG=1` cointop will write a lot of output describing its operation.  Furthermore, if you also set `DEBUG_HTTP=1` it will
   emit lots about every HTTP request that cointop makes to coingecko (backend).  Developers may ask for this information
   to help diagnose any problems you may experience.
 

pkg/api/impl/coingecko/coingecko.go

@@ -161,7 +161,7 @@ func (s *Service) GetExchangeRates(cached bool) (*types.ExchangeRatesItem, error
 }
 
 // GetExchangeRate gets the current excange rate between two currencies
-func (s *Service) GetExchangeRate(convertFrom string, convertTo string, cached bool) (float64, error) {
+func (s *Service) GetExchangeRate(convertFrom, convertTo string, cached bool) (float64, error) {
 	convertFrom = strings.ToLower(convertFrom)
 	convertTo = strings.ToLower(convertTo)
 	if convertFrom == convertTo {

pkg/api/impl/coinmarketcap/coinmarketcap.go

@@ -432,7 +432,7 @@ func getChartInterval(start, end int64) string {
 }
 
 // GetExchangeRate gets the current excange rate between two currencies
-func (s *Service) GetExchangeRate(convertFrom string, convertTo string, cached bool) (float64, error) {
+func (s *Service) GetExchangeRate(convertFrom, convertTo string, cached bool) (float64, error) {
 	if convertFrom == convertTo {
 		return 1.0, nil
 	}

pkg/api/interface.go

@@ -16,5 +16,5 @@ type Interface interface {
 	CoinLink(name string) string
 	SupportedCurrencies() []string
 	Price(name string, convert string) (float64, error)
-	GetExchangeRate(convertFrom string, convertTo string, cached bool) (float64, error) // I don't love this caching
+	GetExchangeRate(convertFrom, convertTo string, cached bool) (float64, error) // I don't love this caching
 }