user script to export Yahoo finance portfolio

yahoo_pf_export.user.js

// ==UserScript==
// @name Yahoo! Finance Portfolio Export
// @description Adds a button that lets you export your portfolio
// @author Darell Tan
// @version 1.2
// @namespace https://gist.github.com/geekman
// @match https://finance.yahoo.com/portfolio/pf_*/holdings/edit*
// @match https://*.finance.yahoo.com/portfolio/pf_*/holdings/edit*
// ==/UserScript==

(function() {
	function isnum(str, char) {
		return /^\d+$/.test(str.replace(char, ''))
	}

	function addcol(rowA, rowB, key) {
		if (! rowB)
			return rowA[key];

		return rowA[key] + rowB[key];
	}

	function avgcol(rowA, rowB, key, weightKey) {
		if (! rowB)
			return rowA[key];

		return ((rowA[key] * rowA[weightKey]) + 
				(rowB[key] * rowB[weightKey])) / 
				(rowA[weightKey] + rowB[weightKey]);
	}

	function toCsv(rows) {
		var csv = '';
		if (rows.length == 0)
			return csv;

		var keys = Object.keys(rows[0]);
		rows.forEach(function(row) {
			var rowData = [];
			for (var i = 0; i < keys.length; i++) {
				var v = row[keys[i]] || '';
				if (typeof v == 'string' && v.indexOf(',') > -1)
					v = '"' + v + '"'
				rowData.push(v);
			}
			csv += rowData.join() + '\n';
		});
		return csv;
	}

	function doExport() {
		var rows = [];
		[].forEach.call(document.querySelectorAll('.yfi-quotes-table table tr'), function(row) {
			var rowObj = {};
			for (var i = 0, col; col = row.cells[i]; i++) {
				var t = null;
				var colname = col.className.replace(/^col-/g, '');

				// is cell a date?
				[].forEach.call(col.querySelectorAll('select'), function(e) {
					var sel = e.options[e.selectedIndex];
					t = (t || '') + sel.text + '-';
				});

				if (t)
					t = t.substring(0, t.length - 1);

				// is cell a textfield?
				for (var j = 0, e; e = col.children[j]; j++) {
					if (e.tagName == 'INPUT') {
						var inpTyp = e.getAttribute('type') || 'text';

						if (inpTyp == 'hidden') {
							continue;
						} else if (inpTyp == 'text') {
							t = e.value;
							break;
						}
					}
				}

				// just grab text from cell
				t = t || col.textContent;

				// massage data
				t = t.trim();
				if (isnum(t, ',')) {
					t = parseInt(t.replace(',', ''));
				} else if ((t.match(/\./g) || []).length == 1 && isnum(t, '.')) {
					t = parseFloat(t);
				}

				rowObj[colname] = t;
			};

			rows.push(rowObj);
		});


		// aggregate rows based on symbol
		var aggRows = {};
		var aggRowsArr = [];
		rows.forEach(function(row, i) {
			var sym = row['symbol'];

			// don't bother including those not owned
			if (row['shares_owned'] == '')
				return;

			aggRows[sym] = {
				'symbol': sym,
				'price_paid': avgcol(row, aggRows[sym], 'price_paid', 'shares_owned'),
				'shares_owned': addcol(row, aggRows[sym], 'shares_owned'),
				'commission': addcol(row, aggRows[sym], 'commission')
			};

			// header row
			if (i == 0) {
				aggRowsArr.push(aggRows[sym]);
				delete aggRows[sym];
			}
		});

		for (var sym in aggRows)
			aggRowsArr.push(aggRows[sym]);

		// convert to CSV
		var data = (document.querySelector('#export_consolidated').checked) ? 
			toCsv(aggRowsArr) : 
			toCsv(rows);


		var dl = document.createElement('a');
		dl.setAttribute('href', 'data:text/csv;charset=utf-8,' + encodeURIComponent(data));
		dl.setAttribute('download', 'portfolio.csv');
		document.body.appendChild(dl);
		dl.click();
		document.body.removeChild(dl);
	}

	var actionBar = document.querySelector('.actionbar');

	var btn = document.createElement('input');
	btn.setAttribute('type', 'button');
	btn.setAttribute('class', 'submit');
	btn.setAttribute('value', 'Export');
	btn.addEventListener('click', doExport, false);
	actionBar.appendChild(btn);

	var cbx = document.createElement('label');
	cbx.setAttribute('title', 'Consolidate entries of the same symbol into a single entry');
	cbx.innerHTML = '<input id="export_consolidated" type="checkbox">Consolidated';
	actionBar.appendChild(cbx);
})();