foxhunt/data/examples/account_portfolio_demo.rs

#![allow(unused_crate_dependencies)]
use common::{OrderId, OrderSide, Price, Quantity, Symbol};
use data::brokers::interactive_brokers::{IBConfig, InteractiveBrokersAdapter};
use data::brokers::BrokerClient;
use tokio::time::{sleep, Duration};
use tracing::error;

#[tokio::main]
async fn main() -> Result<(), Box<dyn std::error::Error + Send + Sync>> {
    println!("=== Interactive Brokers Account & Portfolio Demo ===");

    // Configure for paper trading environment
    let config = IBConfig {
        host: "127.0.0.1".to_string(),
        port: 7497, // Paper trading TWS port
        client_id: 1002,
        account_id: "DU123456".to_string(), // Demo account
        connection_timeout: 30,
        max_reconnect_attempts: 3,
        heartbeat_interval: 60,
        request_timeout: 10,
    };

    let mut adapter = InteractiveBrokersAdapter::new(config);

    println!("Connecting to TWS...");
    adapter.connect().await?;

    if !adapter.is_connected() {
        error!("Failed to establish connection");
        return Ok(());
    }

    println!("✓ Connected successfully");

    // Request account information
    println!("\n=== Account Information ===");

    match adapter.get_account_info().await {
        Ok(account_info) => {
            println!(
                "Account ID: {}",
                account_info
                    .get("account_id")
                    .unwrap_or(&"Unknown".to_string())
            );
            println!(
                "Net Liquidation Value: ${:.2}",
                account_info
                    .get("net_liquidation")
                    .and_then(|s| s.parse::<f64>().ok())
                    .unwrap_or(0.0)
            );
            println!(
                "Available Funds: ${:.2}",
                account_info
                    .get("available_funds")
                    .and_then(|s| s.parse::<f64>().ok())
                    .unwrap_or(0.0)
            );
            println!(
                "Buying Power: ${:.2}",
                account_info
                    .get("buying_power")
                    .and_then(|s| s.parse::<f64>().ok())
                    .unwrap_or(0.0)
            );
            println!(
                "Day Trading Buying Power: ${:.2}",
                account_info
                    .get("day_trading_buying_power")
                    .and_then(|s| s.parse::<f64>().ok())
                    .unwrap_or(0.0)
            );
            println!(
                "Currency: {}",
                account_info.get("currency").unwrap_or(&"USD".to_string())
            );
        },
        Err(e) => error!("Failed to get account info: {}", e),
    }

    // Small delay for data processing
    sleep(Duration::from_millis(1000)).await;

    // Request portfolio positions
    println!("\n=== Portfolio Positions ===");

    match adapter.get_positions(None).await {
        Ok(positions) => {
            if positions.is_empty() {
                println!("No positions found in portfolio");
            } else {
                println!("Found {} position(s):", positions.len());
                for (i, position) in positions.into_iter().enumerate() {
                    println!("  {}. Symbol: {}", i + 1, position.symbol);
                    println!("     Quantity: {}", position.quantity);
                    println!("     Average Cost: ${:.4}", position.avg_cost);
                    println!("     Market Value: ${:.2}", position.market_value);
                    println!("     Unrealized PnL: ${:.2}", position.unrealized_pnl);
                    println!("     Realized PnL: ${:.2}", position.realized_pnl);
                    println!();
                }
            }
        },
        Err(e) => error!("Failed to get positions: {}", e),
    }

    // Request executions (recent trades)
    println!("\n=== Recent Executions ===");
    // NOTE: get_executions not implemented in broker adapter
    println!("Execution history: Not available in demo - would query broker API for recent fills");

    // Demonstrate real-time account updates
    println!("=== Real-time Account Updates ===");
    println!("Listening for account and portfolio updates for 15 seconds...");

    let start_time = std::time::Instant::now();
    while start_time.elapsed() < Duration::from_secs(15) {
        if !adapter.is_connected() {
            println!("Connection lost, attempting to reconnect...");
            if let Err(e) = adapter.connect().await {
                error!("Reconnection failed: {}", e);
                break;
            }
        }

        sleep(Duration::from_millis(1000)).await;

        // Print periodic status
        let elapsed = start_time.elapsed().as_secs();
        if elapsed % 5 == 0 && elapsed > 0 {
            println!("Still monitoring... ({:.0}s elapsed)", elapsed);
        }
    }

    // Final account summary
    println!("\n=== Final Account Summary ===");

    match adapter.get_account_info().await {
        Ok(account_info) => {
            println!(
                "Final Net Liquidation Value: ${:.2}",
                account_info
                    .get("net_liquidation")
                    .and_then(|s| s.parse::<f64>().ok())
                    .unwrap_or(0.0)
            );
            println!(
                "Final Available Funds: ${:.2}",
                account_info
                    .get("available_funds")
                    .and_then(|s| s.parse::<f64>().ok())
                    .unwrap_or(0.0)
            );
        },
        Err(e) => error!("Failed to get final account info: {}", e),
    }

    println!("\nDisconnecting...");
    adapter.disconnect().await?;

    println!("✓ Account & Portfolio demo completed successfully");

    Ok(())
}

// Example account information structure (would be defined in types crate)
#[allow(dead_code)]
struct AccountInfo {
    account_id: String,
    net_liquidation: f64,
    available_funds: f64,
    buying_power: f64,
    day_trading_buying_power: f64,
    currency: String,
}

// Example position structure
#[allow(dead_code)]
struct Position {
    symbol: Symbol,
    quantity: Quantity,
    average_cost: Price,
    market_value: f64,
    unrealized_pnl: f64,
    realized_pnl: f64,
}

// Example execution structure
#[allow(dead_code)]
struct Execution {
    order_id: OrderId,
    symbol: Symbol,
    side: OrderSide,
    quantity: Quantity,
    price: Price,
    commission: f64,
    execution_time: String,
}