/***********************************************************

                Automatic Investment Management
                             by
                       David McCourt
************************************************************/

#include bdscio.h
#define CLEARS "\032"           /* clear screen code */
#define MAX_ISS 15              /* number of stocks or mutual funds */
#define MAX_LET 11              /* number of letters in name        */
char name[MAX_ISS] [MAX_LET];   /* name of stock or fund */
char shares[MAX_ISS] [5];       /* no of shares owned */
char price[MAX_ISS] [5];        /* current price */
char cost[MAX_ISS] [5];         /* total invested in stock/fund
                                   when shares are sold as directed
                                   by AIM, the total cost is reduced
                                   by the amount of the sale
                                */
char value[MAX_ISS] [5];        /* current total value */
char control[MAX_ISS] [5];      /* used for buy/sell decisions */
char aim_rec[MAX_ISS] [5];      /* the buy sell amount */
char bs[MAX_ISS] [5];           /* 'buy' or 'sell' instruction */
char str[10];                   /* used for input to floating point */
char m1[5];                     /* used to compute control */
char m2[5];
char m4[5];
char tot_inv[5];                /* used to compute various totals */
int x, iss_num, w_o;            /* iss_num = count of issues in file
                                   w_o = issue currently being worked on
                                   x = transaction code
                                */

main()
{
        iss_num = -1;
        atof(m1, "1.1");
        atof(m2, ".5");
        atof(m4, ".1");
        menu();

}

menu()
{

        x = 0;
        puts(CLEARS);
        puts("\n\t\tMenu for Automatic Investment Management\n");
        puts("\t\t========================================\n\n");
        puts("\t\t\t 0) End session\n");
        puts("\t\t\t 1) Original investment\n");
        puts("\t\t\t 2) Dividends received as stock\n");
        puts("\t\t\t 3) Additional cash invested\n");
        puts("\t\t\t 4) AIM Market order - SELL \n");
        puts("\t\t\t 5) AIM Market order - BUY\n");
        puts("\t\t\t 6) Review portfolio\n");
        puts("\t\t\t 7) Save file\n");
        puts("\t\t\t 8) Read file\n");
        puts("\t\t\t 9) Delete issue\n");
        puts("\t\t\t10) Update Prices\n");
        puts("\t\t\t11) Money Market original investment\n");
        puts("\t\t\t12) Money Market deposits, withdrawal\n");
        puts("\t\t\t    and interest received\n");
        printf("\n\n\t\tEnter your choice: ");

        scanf("%d",&x);

        switch(x){
                case 0:
                        exit();
                        break;
                case 1:
                        org_pur();
                        shs_pur();
                        break;
                case 2:
                        list();
                        sel_iss();
                        shs_pur();
                        break;
                case 3:
                        new_add();
                        break;
                case 4:
                        list();
                        sel_iss();
                        shs_pur();
                        break;
                case 5:
                        list();
                        sel_iss();
                        shs_pur();
                        break;
                case 6:
                        ind_rep();
                        break;
                case 7:
                        save();
                        break;
                case 8:
                        load();
                        break;
                case 9:
                        delete();
                        break;
                case 10:
                        list();
                        sel_iss();
                        up_date();
                        break;
                case 11:
                        org_pur();
                        dep_mon();
                        break;
                case 12:
                        list();
                        sel_iss();
                        dep_mon();
                        break;
                default:
                        menu();
        }
        menu();
}

dep_mon()
{
char add_cash[5];

        puts(CLEARS);
        printf("\n\t\tWorking on: %s",name[w_o]);
        puts("\n\n\t\tEnter the amount of the deposit:  ");
        atof(add_cash, gets(str));
        atof(price[w_o], "1");  /* set price per share to $1 */
        fpadd(cost[w_o],cost[w_o],add_cash);
        fpadd(control[w_o],control[w_o],add_cash);
        fpadd(shares[w_o],shares[w_o],add_cash);
        fpadd(value[w_o],value[w_o],add_cash);

}

org_pur()
{
int i;

        ++iss_num;
        w_o = iss_num;
        puts(CLEARS);
        puts("\n\n\tEqual amounts of money should be deposited in\n");
        puts("\tstock or mutual funds and money market funds.\n");
        puts("\n\tEnter name of stock or fund:\n");
        puts("\tFill all blanks with spaces.\n");
        puts("\tThen press space bar to continue..\n");
        puts("\n\n\t[..........]\b\b\b\b\b\b\b\b\b\b\b");
        for(i=0;(name[iss_num][i] = getchar())!='\n' && i<MAX_LET;++i);
        name[iss_num] [10] ='\0';
}
shs_pur()
{
char add_shs[5];
char new_con[5];
char add_cash[5];
        puts(CLEARS);
        printf("\nWorking on: %s", name[w_o]);
        puts("\n======================\n\n");
        puts("(enter all negative figures with a minus)\n\n");
        puts("\nEnter number of shares bought/sold....\t");
        atof(add_shs, gets(str));
        puts("Enter current price per share..........\t");
        atof(price[w_o], gets(str));
        fpmult(tot_inv,add_shs,price[w_o]);
        printf("\nThis transaction = %10.3f", tot_inv);
        fpadd(shares[w_o],shares[w_o],add_shs);
        fpmult(value[w_o],price[w_o],shares[w_o]);
        if(x==1){
                fpmult(control[w_o],price[w_o],shares[w_o]);
                fpmult(cost[w_o],price[w_o],shares[w_o]);
        }
        if(x==3){
                fpmult(new_con,tot_inv,m1);
                fpadd(control[w_o],control[w_o],new_con);
                fpadd(cost[w_o],cost[w_o],tot_inv);
        }
        if(x==4){
                fpadd(cost[w_o],cost[w_o],tot_inv);
        }
        if(x==5){
                fpmult(new_con,tot_inv,m2);
                fpadd(control[w_o],control[w_o],new_con);                       fpadd(cost[w_o],cost[w_o],tot_inv);
        }
        hold();
}

hold()
{
        puts("\n\nPress <RETURN> to continue...");
        getchar();
}

list()
{
int i;
        puts(CLEARS);
        i = 0;
        printf("\n\n\t\tNumber\t\tName\n");
        while(i != iss_num+1){
                printf("\n\t\t%6d\t\t%s",i,name[i]);
        ++i;
        }
}
ind_rep()
{
char p_l[5];
char ave_cost[5];
char port_val[5];

        atof(port_val,"0");
        atof(p_l, "0");
        puts(CLEARS);
puts("Name of    Shares    Cur       Cur       Ave       Control    Buy/Sell\n");
puts("Issue      Owned     Price     Value     Cost      Amount     Advice\n");
puts("========== ========= ========  ========= ========  ========== =============");
puts("\n\n");
        for(w_o=0; w_o < iss_num +1; ++w_o){
                aim();
                fpsub(p_l, value[w_o], cost[w_o]);
                fpdiv(ave_cost,cost[w_o],shares[w_o]);
                printf("%s",name[w_o]);
                printf("%10.3f",shares[w_o]);
                printf("%9.3f",price[w_o]);
                printf("%11.3f",value[w_o]);
                printf("%9.3f",ave_cost);
                printf("%11.3f",control[w_o]);
                printf("%10.2f %s\n",aim_rec[w_o],bs[w_o]);
                fpadd(port_val,port_val,value[w_o]);
        }
puts("\n\n");
puts("===========================================================================");
        printf("\nPorfolio  Value: %11.3f",port_val);
        hold();
}
sel_iss()
{
        puts("\n\nSelect issue number:  ");
        scanf("%d", &w_o);
}

new_add()
{
int z;
        puts(CLEARS);
        puts("Select 1) New issue or 2) Additional stock\n");
        scanf("%d", &z);
        switch(z){
                case 1:
                        org_pur();
                        shs_pur();
                        break;
                case 2:
                        list();
                        sel_iss();
                        shs_pur();
                        break;
                default:
                        new_add();
        }
}
up_date()
{
        puts(CLEARS);
        printf("\nEnter price for:  %s: ", name[w_o]);
        atof(price[w_o], gets(str));
        fpmult(value[w_o],price[w_o],shares[w_o]);
}
save()
{
char iobuf[BUFSIZ];
int a,b,c;
        puts(CLEARS);
        puts("Saving file to disk ...");
        if(iss_num < 0){
                puts("CAUTION !!! file is empty.");
                hold();
                menu();
        }
        if(fcreat("AIM.FIL",iobuf) == ERROR){
                puts("\nCan't create AIM.FIL\n");
                return(ERROR);
        }
        putw(iss_num,iobuf);
        for(a=0; a < iss_num +1; ++a){
                for(b=0; b < MAX_LET; ++b){
                        c = name[a] [b];
                        putw(c,iobuf);
                }
        }
        for(a=0; a< iss_num + 1; ++a){
                for(b=0; b < 5; ++b){
                        c = shares[a] [b];
                        putw(c,iobuf);
                        c = price[a] [b];
                        putw(c,iobuf);
                        c = cost[a] [b];
                        putw(c,iobuf);
                        c = value[a] [b];
                        putw(c,iobuf);
                        c = control[a] [b];
                        putw(c,iobuf);
                        c = aim_rec[a] [b];
                        putw(c,iobuf);
                }
        }
        fflush(iobuf);
        fclose(iobuf);
}
load()
{
char iobuf[BUFSIZ];
int a,b,c;
        puts(CLEARS);
        puts("Loading file ...");
        if(fopen("AIM.FIL",iobuf) == ERROR){
                puts("\nCan't open AIM.FIL\n");
                return(ERROR);
        }
        iss_num = getw(iobuf);
        for(a=0; a < iss_num +1; ++a){
                for(b=0; b < MAX_LET; ++b)
                        name[a] [b] = getw(iobuf);
        }
        for(a=0; a < iss_num +1; ++a){
                for(b=0; b < 5; ++b){
                        shares[a] [b] = getw(iobuf);
                        price[a] [b] = getw(iobuf);
                        cost[a] [b] = getw(iobuf);
                        value[a] [b] = getw(iobuf);
                        control[a] [b] = getw(iobuf);
                        aim_rec[a] [b] = getw(iobuf);
                }
        }
        fclose(iobuf);
}
aim()
{
char safe[5];
char test[5];
int y;
        fpmult(safe,value[w_o],m4);
        atof(test, "100");
        y = fpcomp(value[w_o],control[w_o]);
        if(y==1){
                fpsub(aim_rec[w_o],value[w_o],control[w_o]);
                fpsub(aim_rec[w_o],aim_rec[w_o],safe);
                strcpy(bs[w_o], "Sell");
        }
        if(y==-1){
                fpsub(aim_rec[w_o],control[w_o],value[w_o]);
                fpsub(aim_rec[w_o],aim_rec[w_o],safe);
                strcpy(bs[w_o], "Buy ");
        }
        if(y==0)
                atof(aim_rec[w_o], "0");
        y = fpcomp(aim_rec[w_o], test);
        if(y==-1){
                atof(aim_rec[w_o], "0");
                strcpy(bs[w_o], "None");
        }
}
delete()
{
int i,y;
                puts(CLEARS);
                list();
                sel_iss();
                while(w_o < iss_num+1){
                        for(i=0; i < 6; ++i){
                                name[w_o] [i] = name[w_o +1] [i];
                                shares[w_o] [i] = shares[w_o + 1] [i];
                                price[w_o] [i] = price[w_o +1] [i];
                                cost[w_o] [i] = cost [w_o +1] [i];
                                value[w_o] [i] = value[w_o +1] [i];
                                control[w_o] [i] = control[w_o +1] [i];
                                aim_rec[w_o] [i] = aim_rec[w_o +1] [i];
                        }
                ++w_o;
                }
                iss_num = iss_num -1;
}

/* remark end of file aim.c */









e

























































s_num = iss_num -1;
}