Casset

Casset (C++ Asset management) allows for tracking, comparison, and analysis of portfolios of stocks and bonds. Casset currently fetches stock data using IEX api.

Getting Started

Prerequisites

Install CMAKE Install Conan Once you have installed Conan, you need to add the following remotes using conan remote add x y where x is the local name for the remote and y is path to the remote:

• zimmerk https://api.bintray.com/conan/zimmerk/conan
• bincrafters https://api.bintray.com/conan/bincrafters/public-conan
• vthiery https://api.bintray.com/conan/vthiery/conan-packages
• cli11 https://api.bintray.com/conan/cliutils/CLI11

NOTE: Due to an issue in the current conan/cmake setup, Windows builds MUST be in Release for the time being.

Building

Clone this repository and build in cmake.

How to use

Once you have Casset, build Casset.sln. You can run the compiled Casset with the command following command line arguments:

• -s or --symbol. A stock ticker symbol for which data will be retrieved. Default is "AAPL".
• -l or --loglevel. A string describing the logging level. Default is "info".

Running Casset with a valid ticker symbol (e.g. AAPL) will print out the most recent data associated with that company, including open, high, close prices, and the date to which the data pertains.

Note: The ticker symbols must be in upper case.

Running the tests

Deployment

Built With

• CMAKE - Cross platform makefile generation
• Conan - Package manager for C++

Contributing

Refer to the contribution docs

Versioning

We use SemVer for versioning. For the versions available, see the tags on this repository.

Authors

• Tom Titcombe - Initial work - TTitcombe
• Matthew Jones - Initial work and project guidance - matthew-d-jones

License

This project is licensed under the BSD 2-Clause License - see the LICENSE.md file for details

Acknowledgments

• Thank you to Matthew Jones for mentoring throughout this project