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index.html
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<!DOCTYPE html>
<meta charset="utf-8">
<link href="nvd3/src/nv.d3.css" rel="stylesheet" type="text/css">
<link href="jquery-ui-1.8.22.theme/css/ui-lightness/jquery-ui-1.8.22.custom.css" rel="stylesheet" type="text/css">
<style>
body {
overflow-y:scroll;
}
text {
font: 12px sans-serif;
}
</style>
<body>
<h1><a href="https://github.com/tayl0r/ib-simple-charts">Setup Instructions / GitHub project</a></h1>
<div id="tabs">
<ul>
<li><a href="#m12">Past 12 Months</a></li>
<li><a href="#m1">Past 1 Months</a></li>
<li><a href="#ytd">Year To Date</a></li>
</ul>
<div id="m12">
<h1>Past 12 Months</h1>
<h3>Dividend Payments</h3>
<svg id="dividendPaymentsReport-12m" style="height: 500px;"></svg>
<hr>
<h3>Cash</h3>
<svg id="cashReport-12m"></svg>
<hr>
<h3>Account Value</h3>
<svg id="accountValueReport-12m" style="height: 600px;"></svg>
</div>
<div id="m1">
<h1>Past 1 Months</h1>
<h3>Dividend Payments</h3>
<svg id="dividendPaymentsReport-1m" style="height: 500px;"></svg>
<hr>
<h3>Cash</h3>
<svg id="cashReport-1m"></svg>
<hr>
<h3>Account Value</h3>
<svg id="accountValueReport-1m" style="height: 600px;"></svg>
</div>
<div id="ytd">
<h1>Year To Date</h1>
<h3>Dividend Payments</h3>
<svg id="dividendPaymentsReport-ytd" style="height: 500px;"></svg>
<hr>
<h3>Cash</h3>
<svg id="cashReport-ytd"></svg>
<hr>
<h3>Account Value</h3>
<svg id="accountValueReport-ytd" style="height: 600px;"></svg>
</div>
</div>
<script src="xml2json.js"></script>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.7.2/jquery.min.js"></script>
<script src="https://ajax.googleapis.com/ajax/libs/jqueryui/1.8.21/jquery-ui.min.js"></script>
<script src="nvd3/lib/d3.v2.js"></script>
<script src="nvd3/nv.d3.js"></script>
<script>
var step = 0;
var charts = {};
var currentTab;
var reportId_1m = 75212;
var reportId_ytd = 75123;
var reportId_12m = 75211;
var AddChartToTab = function(chartId, chart) {
// keep track of all the charts on each tab
var parentObj = $(chartId).parent();
var parentId = parentObj.attr("id");
if (!(charts[parentId])) {
charts[parentId] = [];
}
charts[parentId].push(chart);
if (currentTab == parentObj) {
nv.utils.windowResize(chart.update);
}
};
var GotoTab = function(chartId) {
// open up the tab that this chart belongs to
var parentObj = $(chartId).parent();
$("#tabs").tabs("select", parentObj.attr("id"));
}
var DividendPaymentsReport = function(prefix, js) {
divData = [
{
"key": "Dividends",
"color": "#1f77b4",
"values": []
}
// {
// "key": "Commissions",
// "color": "#d62728",
// "values": []
// }
];
for (i = 0; i < js.length; ++i) {
var obj = js[i];
var symbol = obj["@symbol"];
var div = parseFloat(obj["@dividends"]);
var comm = parseFloat(obj["@commissions"]);
if (div > 0) {
divData[0].values.push({
//"series": 0,
"label": symbol,
"value": div
});
}
// divData[1].values.push({
// //"series": 1,
// "label": symbol,
// "value": comm
// });
}
var chartId = '#dividendPaymentsReport' + prefix;
GotoTab(chartId)
nv.addGraph(function() {
var chart = nv.models.multiBarHorizontalChart()
.x(function(d) { return d.label })
.y(function(d) { return d.value })
.margin({top: 30, right: 100, bottom: 50, left: 100})
.showValues(true)
.tooltips(true)
.showControls(false);
chart.yAxis
.tickFormat(d3.format(',.2f'));
d3.select(chartId)
.datum(divData)
.transition().duration(500)
.call(chart);
//nv.utils.windowResize(chart.update);
AddChartToTab(chartId, chart);
return chart;
});
};
var EquitySummaryReport = function(prefix, js) {
equityData = [
{
"key": "Total",
"values": []
}
];
for (i = 0; i < js.length; ++i) {
var obj = js[i];
// this really should be the date but i just can't get the charting library to cooperate.
// showing the days since chart start is acceptable though, so not going to worry about it.
var date = i; //Date.parse(obj['@reportDate']);
equityData[0].values.push({"series": 1, "x": date, "y": parseFloat(obj['@total'])});
}
var chartId = '#accountValueReport' + prefix;
GotoTab(chartId);
nv.addGraph(function() {
var chart = nv.models.lineWithFocusChart()
.margin({top: 30, right: 20, bottom: 50, left: 100})
.tooltips(true);
// chart.width = 960;
// chart.height = 1000;
// chart.height1 = 800;
// chart.height2 = 200;
chart.xAxis
.tickFormat(d3.format(',f'));
chart.x2Axis
.tickFormat(d3.format(',f'));
chart.yAxis
.tickFormat(d3.format(',.2f'));
chart.y2Axis
.tickFormat(d3.format(',.2f'));
d3.select(chartId)
.datum(equityData)
.transition().duration(500)
.call(chart);
//nv.utils.windowResize(chart.update);
AddChartToTab(chartId, chart);
return chart;
});
};
var CashReport = function(prefix, js) {
cashData = [
{
"key": "Lost",
"color": "#d62728",
values: [
{
"label": "Interest Paid",
"value": parseFloat(js["@brokerInterest"])
},
{
"label": "Commissions",
"value": parseFloat(js["@commissions"])
}
]
},
{
"key": "Gained",
"color": "#1f77b4",
values: [
{
"label": "Dividends",
"value": parseFloat(js["@dividends"])
}
]
}
];
var chartId = '#cashReport' + prefix;
GotoTab(chartId);
nv.addGraph(function() {
var chart = nv.models.multiBarHorizontalChart()
.x(function(d) { return d.label })
.y(function(d) { return d.value })
.margin({top: 30, right: 20, bottom: 50, left: 100})
.showValues(true)
.tooltips(true)
.showControls(false);
chart.yAxis
.tickFormat(d3.format(',.2f'));
d3.select(chartId)
.datum(cashData)
.transition().duration(500)
.call(chart);
//nv.utils.windowResize(chart.update);
AddChartToTab(chartId, chart);
return chart;
});
};
var OnReportFinish = function(xml, nextCallback) {
var oXml = xml;
var oNextCallback = nextCallback;
var js;
if (oXml) {
var jsText = xml2json(xml, " ");
js = $.parseJSON(jsText);
}
if (js && js['FlexStatementResponse']) {
var url = js.FlexStatementResponse.url;
var code = js.FlexStatementResponse.code;
$.ajax({
url: "IB-getter.php?service=FlexStatementService.GetStatement&q=" + code,
success: function(newXml) {
var newJs;
if (newXml) {
var newJsText = xml2json(newXml, " ");
newJs = $.parseJSON(newJsText);
}
if (newXml && newJs && newJs['FlexQueryResponse']) {
console.log("got data! " + oNextCallback);
oNextCallback(newJs);
} else {
console.log("no data yet (1). " + oNextCallback);
setTimeout(function() {
OnReportFinish(oXml, oNextCallback);
}, 1000);
}
},
dataType: "xml"
});
} else {
console.log("no data yet (2). " + oNextCallback);
setTimeout(function() {
RunNextStep(true);
}, 1000);
}
}
var OnDividendGet12M = function(xml) {
OnReportFinish(xml, OnDividendGet12Mb)
}
var OnDividendGet12Mb = function(js) {
OnDividendGet(js, "-12m");
}
var OnDividendGet1M = function(xml) {
OnReportFinish(xml, OnDividendGet1Mb)
}
var OnDividendGet1Mb = function(js) {
OnDividendGet(js, "-1m");
}
var OnDividendGetYTD = function(xml) {
OnReportFinish(xml, OnDividendGetYTDb)
}
var OnDividendGetYTDb = function(js) {
OnDividendGet(js, "-ytd");
}
var OnDividendGet = function(js, prefix) {
DividendPaymentsReport(prefix, js.FlexQueryResponse.FlexStatements.FlexStatement.MTMPerformanceSummaryInBase.MTMPerformanceSummaryUnderlying);
CashReport(prefix, js.FlexQueryResponse.FlexStatements.FlexStatement.CashReport.CashReportCurrency);
EquitySummaryReport(prefix, js.FlexQueryResponse.FlexStatements.FlexStatement.EquitySummaryInBase.EquitySummaryByReportDateInBase);
RunNextStep(false);
}
var RunNextStep = function(retry) {
if (retry == false) {
step++;
}
if (step === 1) {
$.ajax({
url: "IB-getter.php?service=FlexStatementService.SendRequest&q=" + reportId_1m, // 1M
success: OnDividendGet1M,
dataType: "xml"
});
}
else if (step === 2) {
$.ajax({
url: "IB-getter.php?service=FlexStatementService.SendRequest&q=" + reportId_12m, // 12M
success: OnDividendGet12M,
dataType: "xml"
});
}
else if (step === 3) {
$.ajax({
url: "IB-getter.php?service=FlexStatementService.SendRequest&q=" + reportId_ytd, // YTD
success: OnDividendGetYTD,
dataType: "xml"
});
}
};
$("#tabs").tabs({
show: function(event, ui) {
// resize each chart when you switch to it's tab
var currentTab = $(ui.panel);
var tabId = currentTab.attr("id");
if (charts[tabId]) {
for (var i = 0; i < charts[tabId].length; ++i) {
var chart = charts[tabId][i];
nv.utils.windowResize(chart.update);
}
}
}
});
RunNextStep(false);
</script>
</body>