alexmacy/.block

## .block
license: mit
border: no
scrolling: no
height: 650

## README.md

      
    Raw
  

              README.md
            
          
    This is a tool for tracking cost basis of stocks. Brushing the range chart at the bottom recalculates the cost basis for having purchased $1 of each of the displayed stocks. It is also good for comparing the performance of different stocks over a specified period of time.
The data is pulled from Yahoo finance through a herokuapp I forked from Rob Wu's cors-anywhere. I also added sound by attaching oscillators to each of the stocks when they are drawn, that fluctuate along with the stock when you mouseover the chart or click the play button.
You can manually enter a stock that isn't in the select menu, but not while viewing it through the Bl.ocks.org interface, you have to go here or here.

  
## index.html

<!DOCTYPE html>
<html>
<style>
    body {
      margin: 0;
      overflow:hidden;
    }
    #dateline {
      stroke: black;
      visibility: hidden;
    }
    #mouse-sensor {
      fill-opacity: 0;
      stroke: black;
      stroke-width: .25;
    }
</style>
<script src="//d3js.org/d3.v4.min.js"></script>
<div style="margin-top: 10px; margin-left: 25px">
  New Stock: <select id="stock-select"></select>
  Color: <select id="color-select""></select>
  Sound waveshape: <select id="wave-select">
    <option value="sine">Sine</option>
    <option value="square">Square</option>
    <option value="sawtooth">Sawtooth</option>
    <option value="triangle">Triangle</option>
  </select>
  <button onclick="buttonClicked()">Add</button>
  <button id="play-button">Play</button>
</div>
<div>
  <svg style="border-color: black"></svg>
</div>
<script>
// data source: http://chart.finance.yahoo.com/table.csv?s=GOOG&g=w

var stockSources = ["^DJI", "^IXIC", "^GSPC", "AAPL",  "AMD",  "GOOG",  "MSFT",  "ORCL", "Other"]

var stockSelect = d3.select("#stock-select")
    .on("change", function() {
      if (this.value === "Other") {
        var newOption = prompt("Enter a new ticker symbol").toUpperCase()

        d3.select(this).append("option")
            .datum(newOption)
            .attr("id", function(d) {return d})
            .html(function(d) {return d})

        this.value=newOption;
      }
    })

stockSelect.selectAll("option")
    .data(stockSources)
  .enter().append("option")
    .attr("id", function(d) {return d.replace(/\^/g, '')})
    .html(function(d) {return d})

var colorSelect = d3.select("#color-select")

colorSelect.selectAll("option")
    .data(["Navy", "Blue", "Aqua", "Teal", "Olive", "Green",
          "Orange", "Red", "Maroon", "Fuchsia", "Purple", "Black"])
  .enter().append("option")
    .each(function(d) {
      d3.select(this)
          .attr("value", d)
          .attr("id", d)
          .text(d)
          .style("color", d)
    })

colorSelect.style("color", function() {return this.value})
    .on("change", function() {
      d3.select(this).style("color", this.value)
    })

d3.select("#play-button").on("click", play)

var audioCtx = new (window.AudioContext || window.webkitAudioContext)(),
    gainNode = audioCtx.createGain();

gainNode.connect(audioCtx.destination);
gainNode.gain.value = -1

var width = 900,
    height = 500,
    margin = 25;

var t; // to be used as a timer for the play function;

var rangeX = d3.scaleTime().range([0, width - 1]),
    rangeY = d3.scaleLinear().range([300, 0]);

var mainX = d3.scaleTime().range([0, width - 1]),
    mainY = d3.scaleLinear().range([300, 0]),
    fScale = d3.scaleLinear().range([200, 2000]);

var allStocks = [];

var svg = d3.select("svg")
    .attr("width", width + margin*2)
    .attr("height", height + margin)
  .append("g")
    .attr("transform", "translate(" + (margin*2) + ", " + margin + ")")

var mainChart = svg.append("g")
    .attr("class", "chart");

mainChart.append("rect")
    .attr("id", "mouse-sensor")
    .attr("width", width)
    .attr("height", 300)
    .on("mouseover", mouseOver)
    .on("touchstart", mouseOver)
    .on("mouseout", mouseOut)
    .on("mousemove", mouseMoved)
    .on("touchmove", mouseMoved)
    .on("touchend", mouseOut);

var xAxisMain = mainChart.append("g")
    .attr("transform", "translate(0, 300)")

var yAxisMain = mainChart.append("g")
    .attr("transform", "translate(0, 0)")

var rangeChart = svg.append("g")
    .attr("width", width)
    .attr("height", 100)
    .attr("transform", "translate(0,350)");

rangeChart.append("g")
    .attr("class", "chart")

var brush = d3.brushX()
    .extent([[0, 0], [width, 50]])
    .on("start", brushStarted)
    .on("brush", brushed)
    .on("end", brushEnded)

rangeChart.append("g")
    .attr("class", "brush")
    .call(brush);

var xAxisRange = rangeChart.append("g")
    .attr("transform", "translate(0, 50)")

svg.append("line")
    .attr("id", "dateline")
    .attr("class", "info")
    .style("stroke-dasharray", [5, 5])
    .attr("y1", 0)
    .attr("y2", 330);

svg.append("text")
    .attr("class", "info")
    .attr("y", 340);

new Stock("AAPL", "sine", "green")


function buttonClicked() {
  var symbol = stockSelect.property("value")
  var color = d3.select("#color-select").node().value;
  var wave = d3.select("#wave-select").node().value;

  new Stock(symbol, wave, color)
}

function Stock(symbol, waveform, color) {
  var cleanSymbol = symbol.replace(/\^/g, '');
  this.symbol = cleanSymbol;
  this.name = cleanSymbol;
  this.data;
  this.rangedData = [];
  this.oscillator = new Oscillator(waveform);

  d3.selectAll("option#"+cleanSymbol+", option#"+color).remove()

  allStocks.push(this)

  var thisStock = this;

  d3.selectAll(".chart").append("path")
      .datum(this)
      .attr("id", cleanSymbol)
      .attr("class", "chartpath")
      .style("fill", "none")
      .style("stroke", color);

  svg.append("text")
      .datum(cleanSymbol)
      .attr("class", "stockValue")
      .attr("id", cleanSymbol)
      .style("fill", color)
      .attr("transform", "translate(10, " + (allStocks.length * 20) + ")")
      .on("mouseover", highlightPath)
      .on("mouseout", function() {return highlightPath()});

  svg.append("circle")
      .attr("class", "info")
      .attr("id", cleanSymbol)
      .attr("r", 5)
      .style("fill", color)
      .style("visibility", "hidden");

  var cors_api_url = 'https://cors-anywhere-forked.herokuapp.com/';

  function doCORSRequest(options, printResult) {
    var x = new XMLHttpRequest();
    x.open(options.method, cors_api_url + options.url);
    x.onload = x.onerror = function() {printResult(x.responseText)};
    x.send(options.data);
  }

  doCORSRequest({
    method: 'GET',
    url: "http://chart.finance.yahoo.com/table.csv?s="+symbol+"&g=w"
  }, function printResult(result) {
    parsed = d3.csvParse(result).reverse()
    thisStock.data = parsed.map(function(d) {
      return {
        date: d3.timeParse("%Y-%m-%d")(d.Date),
        close: +d["Adj Close"]
      }
    });
    updateRangeChart();
  });
}


function Oscillator(waveform) {
  var oscillator = audioCtx.createOscillator();
  oscillator.connect(audioCtx.destination);
  oscillator.connect(gainNode);
  oscillator.frequency.value = 0;
  oscillator.type = waveform;
  oscillator.start(0);

  return oscillator;
}

function updateCostBasis(stockData, range) {
  if (range) {
    range = range.map(rangeX.invert).map(d3.timeMonday)

    stockData = stockData.filter(function(d) {
      return range[0] <= d.date && d.date <= range[1]
    })
  }

  return stockData.map(function(d) {
    return {date: d.date, close: d.close/stockData[0].close}
  })
}

function updateRangeChart() {
  for (d of allStocks) d.rangedData = updateCostBasis(d.data)

  rangeX.domain(getExtent("date"));
  rangeY.domain([0, getExtent("close")[1]]);
  xAxisRange.call(d3.axisBottom(rangeX))

  var path = d3.line()
      .curve(d3.curveMonotoneX)
      .x(function(d, i) {return rangeX(d.date)})
      .y(function(d) {return rangeY(d.close)/6})

  rangeChart.selectAll(".chartpath")
      .attr("d", function(d) {return path(d.rangedData)})

  brush.move(rangeChart.select(".brush"), null)

  updateMain();
}

function getExtent(field) {
  return d3.extent(allStocks.reduce(function(a,b) {
    return [...a,...b.rangedData.map(function(d) {return d[field]})]
  },[]))
}

function updateMain(range) {
  for (d of allStocks) d.rangedData = updateCostBasis(d.data, range)

  mainX.domain(getExtent("date"));
  mainY.domain(getExtent("close"));
  fScale.domain(mainY.domain());

  xAxisMain.call(d3.axisBottom(mainX))
  yAxisMain.call(d3.axisLeft(mainY))

  var rangedPath = d3.line()
      .curve(d3.curveMonotoneX)
      .x(function(d) {return mainX(d.date)})
      .y(function(d) {return mainY(d.close)})

  mainChart.selectAll(".chartpath")
      .attr("d", function(d) {return rangedPath(d.rangedData)})
}

function highlightPath(d) {
  d3.selectAll(".chartpath")
      .style("stroke-width", function() {return d == this.id ? 2 : 1})
}

function brushStarted() {
  d3.selectAll(".info").style("visibility", "hidden");
};

function brushEnded() {
  var range = d3.event.selection;
  if (!range || range[1] === range[0]) updateMain()
};

function brushed() {
  updateMain(d3.event.selection ? d3.event.selection.map(Math.round) : null)
}

function mouseOver() {
  if (t && t._time) t.stop();
  if (allStocks.length > 0) {
    d3.selectAll(".info").style("visibility", "visible");
    for (d of allStocks) if (d.oscillator.noteOn) d.oscillator.noteOn(0);
    gainNode.gain.value = 1;
  }
}

function mouseMoved(MouseX) {
  MouseX = MouseX ? MouseX : d3.event.pageX - margin*2;

  var posX = d3.timeMonday(mainX.invert(MouseX))

  d3.select("#dateline")
      .attr("x1", mainX(posX))
      .attr("x2", mainX(posX))

  d3.select("text.info").attr("x", mainX(posX))
      .text(d3.timeFormat("%m/%d/%Y")(posX))
      .attr("dx", function() {return -this.getBBox().width * mainX(posX)/width})

  for (p of allStocks) {
    var thisDate = p.rangedData.filter(function(d) {
      return d.date.toString() == posX.toString()
    })[0]

    if (thisDate) {
      d3.select(".stockValue#"+p.symbol)
          .text(p.name+": "+d3.format("$,.2f")(thisDate.close))

      d3.select("circle#"+p.symbol)
          .style("visibility", "visible")
          .attr("cx", mainX(posX))
          .attr("cy", mainY(thisDate.close))

    for (d of allStocks) if (d.oscillator.noteOn) d.oscillator.noteOn(0);
    gainNode.gain.value = 1;
      p.oscillator.frequency.value = fScale(thisDate.close);

    } else if (!p.rangedData.length ||
                posX < p.rangedData[0].date ||
                posX > p.rangedData[p.rangedData.length-1].date) {
      console.log("stopping")

      d3.select(".stockValue#"+p.symbol)
          .text(p.name+": N/A")

      d3.select("circle#"+p.symbol)
          .style("visibility", "hidden")

      p.oscillator.frequency.value = 0;
    }
  }
}

function mouseOut() {
  for (d of allStocks) d.oscillator.frequency.value = 0;
  gainNode.gain.value = -1
}

function play() {
  d3.select("#play-button")
      .text("Stop")
      .on("click", stop);

  d3.selectAll(".info")
      .style("visibility", "visible");

  for (d of allStocks) if (d.oscillator.noteOn) d.oscillator.noteOn(0);
  gainNode.gain.value = 1

  var maxDate = mainX(getExtent("date")[1])
  t = d3.timer(function(elapsed) {
    if (elapsed/5 > maxDate) {
      stop()
    } else {
      mouseMoved(elapsed/5)
    }
  }, 1)
}

function stop() {
  d3.select("#play-button")
      .text("Play")
      .on("click", play);

  t.stop();
  mouseOut();
}
</script>
</html>

## thumbnail.png

      
    Raw
  

              thumbnail.png

	<!DOCTYPE html>
	<html>
	<style>
	body {
	margin: 0;
	overflow:hidden;
	}
	#dateline {
	stroke: black;
	visibility: hidden;
	}
	#mouse-sensor {
	fill-opacity: 0;
	stroke: black;
	stroke-width: .25;
	}
	</style>
	<script src="//d3js.org/d3.v4.min.js"></script>
	<div style="margin-top: 10px; margin-left: 25px">
	New Stock: <select id="stock-select"></select>
	Color: <select id="color-select""></select>
	Sound waveshape: <select id="wave-select">
	<option value="sine">Sine</option>
	<option value="square">Square</option>
	<option value="sawtooth">Sawtooth</option>
	<option value="triangle">Triangle</option>
	</select>
	<button onclick="buttonClicked()">Add</button>
	<button id="play-button">Play</button>
	</div>
	<div>
	<svg style="border-color: black"></svg>
	</div>
	<script>
	// data source: http://chart.finance.yahoo.com/table.csv?s=GOOG&g=w

	var stockSources = ["^DJI", "^IXIC", "^GSPC", "AAPL", "AMD", "GOOG", "MSFT", "ORCL", "Other"]

	var stockSelect = d3.select("#stock-select")
	.on("change", function() {
	if (this.value === "Other") {
	var newOption = prompt("Enter a new ticker symbol").toUpperCase()

	d3.select(this).append("option")
	.datum(newOption)
	.attr("id", function(d) {return d})
	.html(function(d) {return d})

	this.value=newOption;
	}
	})

	stockSelect.selectAll("option")
	.data(stockSources)
	.enter().append("option")
	.attr("id", function(d) {return d.replace(/\^/g, '')})
	.html(function(d) {return d})

	var colorSelect = d3.select("#color-select")

	colorSelect.selectAll("option")
	.data(["Navy", "Blue", "Aqua", "Teal", "Olive", "Green",
	"Orange", "Red", "Maroon", "Fuchsia", "Purple", "Black"])
	.enter().append("option")
	.each(function(d) {
	d3.select(this)
	.attr("value", d)
	.attr("id", d)
	.text(d)
	.style("color", d)
	})

	colorSelect.style("color", function() {return this.value})
	.on("change", function() {
	d3.select(this).style("color", this.value)
	})

	d3.select("#play-button").on("click", play)

	var audioCtx = new (window.AudioContext \|\| window.webkitAudioContext)(),
	gainNode = audioCtx.createGain();

	gainNode.connect(audioCtx.destination);
	gainNode.gain.value = -1

	var width = 900,
	height = 500,
	margin = 25;

	var t; // to be used as a timer for the play function;

	var rangeX = d3.scaleTime().range([0, width - 1]),
	rangeY = d3.scaleLinear().range([300, 0]);

	var mainX = d3.scaleTime().range([0, width - 1]),
	mainY = d3.scaleLinear().range([300, 0]),
	fScale = d3.scaleLinear().range([200, 2000]);

	var allStocks = [];

	var svg = d3.select("svg")
	.attr("width", width + margin*2)
	.attr("height", height + margin)
	.append("g")
	.attr("transform", "translate(" + (margin*2) + ", " + margin + ")")

	var mainChart = svg.append("g")
	.attr("class", "chart");

	mainChart.append("rect")
	.attr("id", "mouse-sensor")
	.attr("width", width)
	.attr("height", 300)
	.on("mouseover", mouseOver)
	.on("touchstart", mouseOver)
	.on("mouseout", mouseOut)
	.on("mousemove", mouseMoved)
	.on("touchmove", mouseMoved)
	.on("touchend", mouseOut);

	var xAxisMain = mainChart.append("g")
	.attr("transform", "translate(0, 300)")

	var yAxisMain = mainChart.append("g")
	.attr("transform", "translate(0, 0)")

	var rangeChart = svg.append("g")
	.attr("width", width)
	.attr("height", 100)
	.attr("transform", "translate(0,350)");

	rangeChart.append("g")
	.attr("class", "chart")

	var brush = d3.brushX()
	.extent([[0, 0], [width, 50]])
	.on("start", brushStarted)
	.on("brush", brushed)
	.on("end", brushEnded)

	rangeChart.append("g")
	.attr("class", "brush")
	.call(brush);

	var xAxisRange = rangeChart.append("g")
	.attr("transform", "translate(0, 50)")

	svg.append("line")
	.attr("id", "dateline")
	.attr("class", "info")
	.style("stroke-dasharray", [5, 5])
	.attr("y1", 0)
	.attr("y2", 330);

	svg.append("text")
	.attr("class", "info")
	.attr("y", 340);

	new Stock("AAPL", "sine", "green")


	function buttonClicked() {
	var symbol = stockSelect.property("value")
	var color = d3.select("#color-select").node().value;
	var wave = d3.select("#wave-select").node().value;

	new Stock(symbol, wave, color)
	}

	function Stock(symbol, waveform, color) {
	var cleanSymbol = symbol.replace(/\^/g, '');
	this.symbol = cleanSymbol;
	this.name = cleanSymbol;
	this.data;
	this.rangedData = [];
	this.oscillator = new Oscillator(waveform);

	d3.selectAll("option#"+cleanSymbol+", option#"+color).remove()

	allStocks.push(this)

	var thisStock = this;

	d3.selectAll(".chart").append("path")
	.datum(this)
	.attr("id", cleanSymbol)
	.attr("class", "chartpath")
	.style("fill", "none")
	.style("stroke", color);

	svg.append("text")
	.datum(cleanSymbol)
	.attr("class", "stockValue")
	.attr("id", cleanSymbol)
	.style("fill", color)
	.attr("transform", "translate(10, " + (allStocks.length * 20) + ")")
	.on("mouseover", highlightPath)
	.on("mouseout", function() {return highlightPath()});

	svg.append("circle")
	.attr("class", "info")
	.attr("id", cleanSymbol)
	.attr("r", 5)
	.style("fill", color)
	.style("visibility", "hidden");

	var cors_api_url = 'https://cors-anywhere-forked.herokuapp.com/';

	function doCORSRequest(options, printResult) {
	var x = new XMLHttpRequest();
	x.open(options.method, cors_api_url + options.url);
	x.onload = x.onerror = function() {printResult(x.responseText)};
	x.send(options.data);
	}

	doCORSRequest({
	method: 'GET',
	url: "http://chart.finance.yahoo.com/table.csv?s="+symbol+"&g=w"
	}, function printResult(result) {
	parsed = d3.csvParse(result).reverse()
	thisStock.data = parsed.map(function(d) {
	return {
	date: d3.timeParse("%Y-%m-%d")(d.Date),
	close: +d["Adj Close"]
	}
	});
	updateRangeChart();
	});
	}


	function Oscillator(waveform) {
	var oscillator = audioCtx.createOscillator();
	oscillator.connect(audioCtx.destination);
	oscillator.connect(gainNode);
	oscillator.frequency.value = 0;
	oscillator.type = waveform;
	oscillator.start(0);

	return oscillator;
	}

	function updateCostBasis(stockData, range) {
	if (range) {
	range = range.map(rangeX.invert).map(d3.timeMonday)

	stockData = stockData.filter(function(d) {
	return range[0] <= d.date && d.date <= range[1]
	})
	}

	return stockData.map(function(d) {
	return {date: d.date, close: d.close/stockData[0].close}
	})
	}

	function updateRangeChart() {
	for (d of allStocks) d.rangedData = updateCostBasis(d.data)

	rangeX.domain(getExtent("date"));
	rangeY.domain([0, getExtent("close")[1]]);
	xAxisRange.call(d3.axisBottom(rangeX))

	var path = d3.line()
	.curve(d3.curveMonotoneX)
	.x(function(d, i) {return rangeX(d.date)})
	.y(function(d) {return rangeY(d.close)/6})

	rangeChart.selectAll(".chartpath")
	.attr("d", function(d) {return path(d.rangedData)})

	brush.move(rangeChart.select(".brush"), null)

	updateMain();
	}

	function getExtent(field) {
	return d3.extent(allStocks.reduce(function(a,b) {
	return [...a,...b.rangedData.map(function(d) {return d[field]})]
	},[]))
	}

	function updateMain(range) {
	for (d of allStocks) d.rangedData = updateCostBasis(d.data, range)

	mainX.domain(getExtent("date"));
	mainY.domain(getExtent("close"));
	fScale.domain(mainY.domain());

	xAxisMain.call(d3.axisBottom(mainX))
	yAxisMain.call(d3.axisLeft(mainY))

	var rangedPath = d3.line()
	.curve(d3.curveMonotoneX)
	.x(function(d) {return mainX(d.date)})
	.y(function(d) {return mainY(d.close)})

	mainChart.selectAll(".chartpath")
	.attr("d", function(d) {return rangedPath(d.rangedData)})
	}

	function highlightPath(d) {
	d3.selectAll(".chartpath")
	.style("stroke-width", function() {return d == this.id ? 2 : 1})
	}

	function brushStarted() {
	d3.selectAll(".info").style("visibility", "hidden");
	};

	function brushEnded() {
	var range = d3.event.selection;
	if (!range \|\| range[1] === range[0]) updateMain()
	};

	function brushed() {
	updateMain(d3.event.selection ? d3.event.selection.map(Math.round) : null)
	}

	function mouseOver() {
	if (t && t._time) t.stop();
	if (allStocks.length > 0) {
	d3.selectAll(".info").style("visibility", "visible");
	for (d of allStocks) if (d.oscillator.noteOn) d.oscillator.noteOn(0);
	gainNode.gain.value = 1;
	}
	}

	function mouseMoved(MouseX) {
	MouseX = MouseX ? MouseX : d3.event.pageX - margin*2;

	var posX = d3.timeMonday(mainX.invert(MouseX))

	d3.select("#dateline")
	.attr("x1", mainX(posX))
	.attr("x2", mainX(posX))

	d3.select("text.info").attr("x", mainX(posX))
	.text(d3.timeFormat("%m/%d/%Y")(posX))
	.attr("dx", function() {return -this.getBBox().width * mainX(posX)/width})

	for (p of allStocks) {
	var thisDate = p.rangedData.filter(function(d) {
	return d.date.toString() == posX.toString()
	})[0]

	if (thisDate) {
	d3.select(".stockValue#"+p.symbol)
	.text(p.name+": "+d3.format("$,.2f")(thisDate.close))

	d3.select("circle#"+p.symbol)
	.style("visibility", "visible")
	.attr("cx", mainX(posX))
	.attr("cy", mainY(thisDate.close))

	for (d of allStocks) if (d.oscillator.noteOn) d.oscillator.noteOn(0);
	gainNode.gain.value = 1;
	p.oscillator.frequency.value = fScale(thisDate.close);

	} else if (!p.rangedData.length \|\|
	posX < p.rangedData[0].date \|\|
	posX > p.rangedData[p.rangedData.length-1].date) {
	console.log("stopping")

	d3.select(".stockValue#"+p.symbol)
	.text(p.name+": N/A")

	d3.select("circle#"+p.symbol)
	.style("visibility", "hidden")

	p.oscillator.frequency.value = 0;
	}
	}
	}

	function mouseOut() {
	for (d of allStocks) d.oscillator.frequency.value = 0;
	gainNode.gain.value = -1
	}

	function play() {
	d3.select("#play-button")
	.text("Stop")
	.on("click", stop);

	d3.selectAll(".info")
	.style("visibility", "visible");

	for (d of allStocks) if (d.oscillator.noteOn) d.oscillator.noteOn(0);
	gainNode.gain.value = 1

	var maxDate = mainX(getExtent("date")[1])
	t = d3.timer(function(elapsed) {
	if (elapsed/5 > maxDate) {
	stop()
	} else {
	mouseMoved(elapsed/5)
	}
	}, 1)
	}

	function stop() {
	d3.select("#play-button")
	.text("Play")
	.on("click", play);

	t.stop();
	mouseOut();
	}
	</script>
	</html>