move providers into providers subdirectory

providers/bitcoin/README.md

@@ -0,0 +1,8 @@
+# Bitcoin Provider
+
+A provider for bitcoin, backed by blockstream.info to query address balance and coinconvert.net for fiat conversion.
+
+### Environment Variables
+
+* *bitcoin_address_[0...]* - A series of bitcoin addresses with a suffix of _0 and each additional address counting up.
+* *bitcoin_ynab_account* - The YNAB account ID used to keep track of Bitcoin balance

providers/bitcoin/address.go

@@ -0,0 +1,36 @@
+package bitcoin
+
+import (
+	"fmt"
+	"net/url"
+)
+
+type Address struct {
+	Address    string `json:"address"`
+	ChainStats struct {
+		FundedTxoCount int `json:"funded_txo_count"`
+		FundedTxoSum   int `json:"funded_txo_sum"`
+		SpentTxoCount  int `json:"spent_txo_count"`
+		SpentTxoSum    int `json:"spent_txo_sum"`
+		TxCount        int `json:"tx_count"`
+	} `json:"chain_stats"`
+	MempoolStats struct {
+		FundedTxoCount int `json:"funded_txo_count"`
+		FundedTxoSum   int `json:"funded_txo_sum"`
+		SpentTxoCount  int `json:"spent_txo_count"`
+		SpentTxoSum    int `json:"spent_txo_sum"`
+		TxCount        int `json:"tx_count"`
+	} `json:"mempool_stats"`
+}
+
+// GetAddress returns an Address struct populated with data from blockstream.info
+// for a given BTC address
+func (c *client) GetAddress(address string) (*Address, error) {
+	addressResponse := &Address{}
+
+	err := c.get(fmt.Sprintf("address/%s", address), addressResponse, url.Values{})
+	if err != nil {
+		return nil, err
+	}
+	return addressResponse, nil
+}

providers/bitcoin/client.go

@@ -0,0 +1,79 @@
+package bitcoin
+
+import (
+	"encoding/json"
+	"fmt"
+	"io"
+	"net/http"
+	"net/url"
+	"time"
+)
+
+const apiBaseURL = "https://blockstream.info/api/"
+
+// A client is the structure that will be used to consume the API
+// endpoints. It holds the login credentials, http client/transport,
+// rate limit information, and the login session timer.
+type client struct {
+	httpClient *http.Client
+	transport  *http.Transport
+}
+
+// Send an HTTP GET request, and return the processed response
+func (c *client) get(endpoint string, out interface{}, query url.Values) error {
+	req, err := http.NewRequest("GET", apiBaseURL+endpoint+"?"+query.Encode(), nil)
+	if err != nil {
+		return fmt.Errorf("failed to create new GET request: %v", err)
+	}
+
+	res, err := c.httpClient.Do(req)
+	if err != nil {
+		return fmt.Errorf("http GET request failed: %v", err)
+	}
+
+	err = c.processResponse(res, out)
+	if err != nil {
+		return fmt.Errorf("failed to process response: %v", err)
+	}
+	return nil
+}
+
+// processResponse takes the body of an HTTP response, and either returns
+// the error code, or unmarshalls the JSON response, extracts
+// rate limit info, and places it into the object
+// output parameter. This function closes the response body after reading it.
+func (c *client) processResponse(res *http.Response, out interface{}) error {
+	body, err := io.ReadAll(res.Body)
+	res.Body.Close()
+	if err != nil {
+		return fmt.Errorf("failed to read response body: %v", err)
+	}
+
+	if res.StatusCode != 200 && res.StatusCode != 201 {
+		return fmt.Errorf("unexpected http status code '%d': %v", res.StatusCode, err)
+	}
+
+	err = json.Unmarshal(body, out)
+	if err != nil {
+		return fmt.Errorf("failed to unmarshal response body: %v", err)
+	}
+	return nil
+}
+
+// newClient is the factory function for clients
+func newClient() (*client, error) {
+	transport := &http.Transport{
+		ResponseHeaderTimeout: 5 * time.Second,
+	}
+
+	httpClient := &http.Client{
+		Transport: transport,
+	}
+
+	// Create a new client
+	c := &client{
+		httpClient: httpClient,
+		transport:  transport,
+	}
+	return c, nil
+}

providers/bitcoin/fiat.go

@@ -0,0 +1,41 @@
+package bitcoin
+
+import (
+	"fmt"
+	"net/http"
+)
+
+// example: https://api.coinconvert.net/convert/btc/cad?amount=1
+const fiatConvertURL = "https://api.coinconvert.net/convert/btc/cad"
+
+type FiatConversion struct {
+	Status string  `json:"status"`
+	BTC    int     `json:"BTC"`
+	CAD    float64 `json:"CAD"`
+}
+
+// BTC to CAD FIAT conversion - accepts an
+// amount in satoshi's and returns a CAD amount * 1000
+func (c *client) ConvertBTCToCAD(amount int) (int, error) {
+	fiatConversion := &FiatConversion{}
+
+	req, err := http.NewRequest("GET", fiatConvertURL+"?amount=1", nil)
+	if err != nil {
+		return 0, fmt.Errorf("failed to create new GET request: %v", err)
+	}
+
+	res, err := c.httpClient.Do(req)
+	if err != nil {
+		return 0, fmt.Errorf("http GET request failed: %v", err)
+	}
+
+	err = c.processResponse(res, fiatConversion)
+	if err != nil {
+		return 0, fmt.Errorf("failed to process response: %v", err)
+	}
+
+	if fiatConversion.Status != "success" {
+		return 0, fmt.Errorf("fiat conversion status was '%s' but expected 'success'", fiatConversion.Status)
+	}
+	return (amount * int(fiatConversion.CAD*1000)) / 100000000, nil // one BTC = one hundred million satoshi's
+}

providers/bitcoin/providerImpl.go

@@ -0,0 +1,70 @@
+package bitcoin
+
+import (
+	"fmt"
+	"os"
+)
+
+type Provider struct {
+	bitcoinAddresses []string // Slice of bitcoin addresses this provider monitors
+	ynabAccountID    string   // YNAB account ID this provider updates - all bitcoin addresses are summed up and mapped to this YNAB account
+	client           *client  // HTTP client for interacting with Questrade API
+}
+
+func (p *Provider) Name() string {
+	return "Bitcoin - Blockstream.info"
+}
+
+// Configures the provider for usage via environment variables and persistentData
+// If an error is returned, the provider will not be used
+func (p *Provider) Configure() error {
+	var err error
+
+	// Load environment variables in continous series with suffix starting at 0
+	// Multiple addresses can be configured, (eg _1, _2)
+	// As soon as the series is interrupted, we assume we're done
+	p.bitcoinAddresses = make([]string, 0)
+	for i := 0; true; i++ {
+		bitcoinAddress := os.Getenv(fmt.Sprintf("bitcoin_address_%d", i))
+		if bitcoinAddress == "" {
+			if i == 0 {
+				return fmt.Errorf("this account provider is not configured")
+			}
+			break
+		}
+		p.bitcoinAddresses = append(p.bitcoinAddresses, bitcoinAddress)
+	}
+	p.ynabAccountID = os.Getenv("bitcoin_ynab_account")
+
+	// Create new HTTP client
+	p.client, err = newClient()
+	if err != nil {
+		return fmt.Errorf("failed to create new bitcoin client: %v", err)
+	}
+	return nil
+}
+
+// Returns slices of account balances and mapped YNAB account IDs, along with an error
+func (p *Provider) GetBalances() ([]int, []string, error) {
+
+	balances := make([]int, 0)
+	ynabAccountIDs := make([]string, 0)
+	var satoshiBalance int
+	for _, bitcoinAddress := range p.bitcoinAddresses {
+		addressResponse, err := p.client.GetAddress(bitcoinAddress)
+		if err != nil {
+			return balances, ynabAccountIDs, fmt.Errorf("failed to get bitcoin address '%s': %v", bitcoinAddress, err)
+		}
+
+		satoshiBalance += addressResponse.ChainStats.FundedTxoSum - addressResponse.ChainStats.SpentTxoSum
+	}
+
+	fiatBalance, err := p.client.ConvertBTCToCAD(satoshiBalance)
+	if err != nil {
+		return balances, ynabAccountIDs, fmt.Errorf("failed to convert satoshi balance to fiat balance: %v", err)
+	}
+
+	balances = append(balances, fiatBalance)
+	ynabAccountIDs = append(ynabAccountIDs, p.ynabAccountID)
+	return balances, ynabAccountIDs, nil
+}

providers/questrade/README.md

@@ -0,0 +1,8 @@
+# Questrade Provider
+
+A provider for Questrade using the Questrade API.
+
+### Environment Variables
+
+* *questrade_account_[0...]* - A series of Questrade account numbers with a suffix of _0 and each additional account counting up.  
+* *questrade_ynab_account_[0...]* - The YNAB account ID for the matching questrade account.  Each configured questrade account must have a matching YNAB account.

providers/questrade/account.go

@@ -0,0 +1,111 @@
+package questrade
+
+import (
+	"fmt"
+	"net/url"
+	"strconv"
+)
+
+// Account represents an account associated with the user on behalf
+// of which the API client is authorized.
+//
+// Ref: http://www.questrade.com/api/documentation/rest-operations/account-calls/accounts
+type Account struct {
+	// Type of the account (e.g., "Cash", "Margin").
+	Type string `json:"type"`
+
+	// Eight-digit account number (e.g., "26598145")
+	// Stored as a string, it's used for making account-related API calls
+	Number string `json:"number"`
+
+	// Status of the account (e.g., Active).
+	Status string `json:"status"`
+
+	// Whether this is a primary account for the holder.
+	IsPrimary bool `json:"isPrimary"`
+
+	// Whether this account is one that gets billed for various expenses such as inactivity fees, market data, etc.
+	IsBilling bool `json:"isBilling"`
+
+	// Type of client holding the account (e.g., "Individual").
+	ClientAccountType string `json:"clientAccountType"`
+}
+
+// Balance belonging to an Account
+//
+// Ref: http://www.questrade.com/api/documentation/rest-operations/account-calls/accounts-id-balances
+type Balance struct {
+
+	// Currency of the balance figure(e.g., "USD" or "CAD").
+	Currency string `json:"currency"`
+
+	// Balance amount.
+	Cash float32 `json:"cash"`
+
+	// Market value of all securities in the account in a given currency.
+	MarketValue float32 `json:"marketValue"`
+
+	// Equity as a difference between cash and marketValue properties.
+	TotalEquity float32 `json:"totalEquity"`
+
+	// Buying power for that particular currency side of the account.
+	BuyingPower float32 `json:"buyingPower"`
+
+	// Maintenance excess for that particular side of the account.
+	MaintenanceExcess float32 `json:"maintenanceExcess"`
+
+	// Whether real-time data was used to calculate the above values.
+	IsRealTime bool `json:"isRealTime"`
+}
+
+// AccountBalances represents per-currency and combined balances for a specified account.
+//
+// Ref: http://www.questrade.com/api/documentation/rest-operations/account-calls/accounts-id-balances
+type AccountBalances struct {
+	PerCurrencyBalances    []Balance `json:"perCurrencyBalances"`
+	CombinedBalances       []Balance `json:"combinedBalances"`
+	SODPerCurrencyBalances []Balance `json:"sodPerCurrencyBalances"`
+	SODCombinedBalances    []Balance `json:"sodCombinedBalances"`
+}
+
+// GetAccounts returns the logged-in User ID, and a list of accounts
+// belonging to that user.
+func (c *client) GetAccounts() (int, []Account, error) {
+	list := struct {
+		UserID   int       `json:"userId"`
+		Accounts []Account `json:"accounts"`
+	}{}
+
+	err := c.get("v1/accounts", &list, url.Values{})
+	if err != nil {
+		return 0, []Account{}, err
+	}
+	return list.UserID, list.Accounts, nil
+}
+
+// GetBalances returns the balances for the account with the specified account number
+func (c *client) GetBalances(number string) (AccountBalances, error) {
+	bal := AccountBalances{}
+
+	err := c.get("v1/accounts/"+number+"/balances", &bal, url.Values{})
+	if err != nil {
+		return AccountBalances{}, err
+	}
+	return bal, nil
+}
+
+func (c *client) GetQuestradeAccountBalance(accountID int) (int, error) {
+	balances, err := c.GetBalances(strconv.Itoa(accountID))
+	if err != nil {
+		return 0, fmt.Errorf("failed to get balances for account ID '%d': %v", accountID, err)
+	}
+
+	for _, balance := range balances.CombinedBalances {
+		if balance.Currency != "CAD" {
+			continue
+		}
+
+		return int(balance.TotalEquity) * 1000, nil
+	}
+	return 0, fmt.Errorf("could not find a CAD balance for this account in questade response")
+}

providers/questrade/client.go

@@ -0,0 +1,132 @@
+package questrade
+
+import (
+	"encoding/json"
+	"fmt"
+	"io"
+	"net/http"
+	"net/url"
+	"strconv"
+	"time"
+)
+
+const loginServerURL = "https://login.questrade.com/oauth2/"
+
+type LoginCredentials struct {
+	AccessToken  string `json:"access_token"`
+	TokenType    string `json:"token_type"`
+	ExpiresIn    int    `json:"expires_in"`
+	RefreshToken string `json:"refresh_token"`
+	ApiServer    string `json:"api_server"`
+}
+
+// A client is the structure that will be used to consume the API
+// endpoints. It holds the login credentials, http client/transport,
+// rate limit information, and the login session timer.
+type client struct {
+	Credentials        LoginCredentials
+	SessionTimer       *time.Timer
+	RateLimitRemaining int
+	RateLimitReset     time.Time
+	httpClient         *http.Client
+	transport          *http.Transport
+}
+
+// authHeader is a shortcut that returns a string to be placed
+// in the authorization header of API calls
+func (l LoginCredentials) authHeader() string {
+	return l.TokenType + " " + l.AccessToken
+}
+
+// Send an HTTP GET request, and return the processed response
+func (c *client) get(endpoint string, out interface{}, query url.Values) error {
+	req, err := http.NewRequest("GET", c.Credentials.ApiServer+endpoint+"?"+query.Encode(), nil)
+	if err != nil {
+		return err
+	}
+	req.Header.Add("Authorization", c.Credentials.authHeader())
+
+	res, err := c.httpClient.Do(req)
+	if err != nil {
+		return fmt.Errorf("http get request failed: %v", err)
+	}
+
+	err = c.processResponse(res, out)
+	if err != nil {
+		return err
+	}
+	return nil
+}
+
+// processResponse takes the body of an HTTP response, and either returns
+// the error code, or unmarshalls the JSON response, extracts
+// rate limit info, and places it into the object
+// output parameter. This function closes the response body after reading it.
+func (c *client) processResponse(res *http.Response, out interface{}) error {
+	body, err := io.ReadAll(res.Body)
+	res.Body.Close()
+	if err != nil {
+		return err
+	}
+
+	if res.StatusCode != 200 {
+		return newQuestradeError(res, body)
+	}
+
+	err = json.Unmarshal(body, out)
+	if err != nil {
+		return err
+	}
+
+	reset, _ := strconv.Atoi(res.Header.Get("X-RateLimit-Reset"))
+	c.RateLimitReset = time.Unix(int64(reset), 0)
+	c.RateLimitRemaining, _ = strconv.Atoi(res.Header.Get("X-RateLimit-Remaining"))
+	return nil
+}
+
+// Login takes the refresh token from the client login credentials
+// and exchanges it for an access token. Returns a timer that
+// expires when the login session is over.
+// TODO - Return a proper error when login fails with HTTP 400 - Bad Request
+func (c *client) login() error {
+	vars := url.Values{"grant_type": {"refresh_token"}, "refresh_token": {c.Credentials.RefreshToken}}
+	res, err := c.httpClient.PostForm(loginServerURL+"token", vars)
+
+	if err != nil {
+		return err
+	}
+
+	err = c.processResponse(res, &c.Credentials)
+	if err != nil {
+		return err
+	}
+
+	c.SessionTimer = time.NewTimer(time.Duration(c.Credentials.ExpiresIn) * time.Second)
+	return nil
+}
+
+// newClient is the factory function for clients - takes a refresh token and logs in
+func newClient(refreshToken string) (*client, error) {
+	transport := &http.Transport{
+		ResponseHeaderTimeout: 5 * time.Second,
+	}
+
+	httpClient := &http.Client{
+		Transport: transport,
+	}
+
+	// Create a new client
+	c := &client{
+		Credentials: LoginCredentials{
+			RefreshToken: refreshToken,
+		},
+		httpClient: httpClient,
+		transport:  transport,
+	}
+
+	err := c.login()
+	if err != nil {
+		return nil, err
+	}
+	return c, nil
+}

providers/questrade/errors.go

@@ -0,0 +1,40 @@
+package questrade
+
+import (
+	"encoding/json"
+	"fmt"
+	"net/http"
+)
+
+type QuestradeError struct {
+	Code       int `json:"code"`
+	StatusCode int
+	Message    string `json:"message"`
+	Endpoint   string
+}
+
+func newQuestradeError(res *http.Response, body []byte) QuestradeError {
+	// Unmarshall the error text
+	var e QuestradeError
+	err := json.Unmarshal(body, &e)
+	if err != nil {
+		e.Code = -999
+		e.Message = string(body)
+	}
+
+	e.StatusCode = res.StatusCode
+	e.Endpoint = res.Request.URL.String()
+	return e
+}
+
+func (q QuestradeError) Error() string {
+	return fmt.Sprintf("\nQuestradeError:\n"+
+		"\tStatus code: HTTP %d\n"+
+		"\tEndpoint: %s\n"+
+		"\tError code: %d\n"+
+		"\tMessage: %s\n",
+		q.StatusCode,
+		q.Endpoint,
+		q.Code,
+		q.Message)
+}

providers/questrade/providerImpl.go

@@ -0,0 +1,147 @@
+package questrade
+
+import (
+	"encoding/json"
+	"errors"
+	"fmt"
+	"io"
+	"os"
+	"strconv"
+	"time"
+)
+
+type persistentData struct {
+	QuestradeRefreshToken string `json:"questradeRefreshToken"` // Questrade API OAuth2 refresh token
+}
+
+type Provider struct {
+	questradeAccountIDs []int           // Slice of Questrade account numbers this provider monitors
+	ynabAccountIDs      []string        // Slice of YNAB account ID's this provider updates - index position maps with questradeAccountIDs
+	data                *persistentData // Data stored on disk and loaded when program starts
+	client              *client         // HTTP client for interacting with Questrade API
+	lastRefresh         time.Time
+}
+
+func (p *Provider) Name() string {
+	return "Questrade"
+}
+
+// Configures the provider for usage via environment variables and persistentData
+// If an error is returned, the provider will not be used
+func (p *Provider) Configure() error {
+	var err error
+
+	p.questradeAccountIDs = make([]int, 0)
+	p.ynabAccountIDs = make([]string, 0)
+	// Load environment variables in continous series with suffix starting at 0
+	// Multiple accounts can be configured, (eg _1, _2)
+	// As soon as the series is interrupted, we assume we're done
+	for i := 0; true; i++ {
+		questradeAccountIDString := os.Getenv(fmt.Sprintf("questrade_account_%d", i))
+		ynabAccountID := os.Getenv(fmt.Sprintf("questrade_ynab_account_%d", i))
+		if questradeAccountIDString == "" || ynabAccountID == "" {
+			if i == 0 {
+				return fmt.Errorf("this account provider is not configured")
+			}
+			break
+		}
+		questradeAccountID, err := strconv.Atoi(questradeAccountIDString)
+		if err != nil {
+			return fmt.Errorf("failed to convert environment variable questrade_account_%d with value of '%s' to integer: %v", i, questradeAccountIDString, err)
+		}
+		p.questradeAccountIDs = append(p.questradeAccountIDs, questradeAccountID)
+		p.ynabAccountIDs = append(p.ynabAccountIDs, ynabAccountID)
+	}
+
+	// Load persistent data from disk - the OAuth2.0 refresh tokens are one time use
+	p.data, err = loadPersistentData()
+	if err != nil {
+		return fmt.Errorf("failed to load questrade configuration: %v", err)
+	}
+
+	// Create new HTTP client and login to API - will error if login fails
+	err = p.refresh()
+	if err != nil {
+		return fmt.Errorf("failed to refresh http client: %v", err)
+	}
+
+	return nil
+}
+
+// Returns slices of account balances and mapped YNAB account IDs, along with an error
+func (p *Provider) GetBalances() ([]int, []string, error) {
+	// Refresh credentials if past half way until expiration
+	if p.lastRefresh.Add(time.Second * time.Duration(p.client.Credentials.ExpiresIn) / 2).Before(time.Now()) {
+		err := p.refresh()
+		if err != nil {
+			return make([]int, 0), make([]string, 0), fmt.Errorf("failed to refresh http client: %v", err)
+		}
+	}
+
+	// Gather account balances from Questrade API
+	balances := make([]int, 0)
+	for _, questradeAccountID := range p.questradeAccountIDs {
+		balance, err := p.client.GetQuestradeAccountBalance(questradeAccountID)
+		if err != nil {
+			return balances, p.ynabAccountIDs, fmt.Errorf("failed to get questrade account balance for account ID '%d': %v", questradeAccountID, err)
+		}
+		balances = append(balances, balance)
+	}
+
+	return balances, p.ynabAccountIDs, nil
+}
+
+func (p *Provider) refresh() error {
+	var err error
+	// Create new HTTP client and login to API - will error if login fails
+	p.client, err = newClient(p.data.QuestradeRefreshToken)
+	if err != nil {
+		return fmt.Errorf("failed to create new questrade client: %v", err)
+	}
+	p.lastRefresh = time.Now()
+
+	// After logging in, we get a new refresh token - save it for next login
+	p.data.QuestradeRefreshToken = p.client.Credentials.RefreshToken
+	err = savePersistentData(p.data)
+	if err != nil {
+		return fmt.Errorf("failed to save persistent data: %v", err)
+	}
+	return nil
+
+}
+
+// Load persistent data from disk, if it fails it initializes using environment variables
+func loadPersistentData() (*persistentData, error) {
+	data := &persistentData{}
+
+	f, err := os.Open("data/questrade-data.json")
+	if errors.Is(err, os.ErrNotExist) {
+		// handle the case where the file doesn't exist
+		data.QuestradeRefreshToken = os.Getenv("questrade_refresh_token")
+		return data, nil
+	}
+	defer f.Close()
+	b, err := io.ReadAll(f)
+	if err != nil {
+		return nil, fmt.Errorf("failed to read file data/questrade-data.json: %v", err)
+	}
+
+	err = json.Unmarshal(b, data)
+	if err != nil {
+		return nil, fmt.Errorf("failed to unmarshal data/questrade-data.json to PersistentData struct: %v", err)
+	}
+	return data, nil
+}
+
+// Save persistent data to disk, this should be done any time the data changes to ensure it can be loaded on next run
+func savePersistentData(data *persistentData) error {
+	b, err := json.Marshal(data)
+	if err != nil {
+		return fmt.Errorf("failed to marshal persistentData to bytes: %v", err)
+	}
+	err = os.WriteFile("data/questrade-data.json", b, 0644)
+	if err != nil {
+		return fmt.Errorf("failed to write file data/questrade-data.json: %v", err)
+	}
+	return nil
+}

providers/staticjsonFinnhub/README.md

@@ -0,0 +1,48 @@
+# Static JSON Finnhub Provider
+
+If you just want to provide a static JSON file as input containing symbols and quantities owned, this provider will use finnhub for pricing quotes for the symbols provided.
+
+### Example data/staticjsonFinnhub-data.json
+
+You can define many to many relationships, multiple YNAB accounts containing multiple types of securities using json arrays.
+
+```json
+{
+    "accounts":[
+        {
+            "ynabAccountId":"d54da05a-cs20-4654-bcff-9ce36f43225d",
+            "securities":[
+                {
+                    "symbol":"SPY",
+                    "quantity":420
+                },
+                {
+                    "symbol":"BRK.A",
+                    "quantity":5
+                },
+                {
+                    "symbol":"CAPE",
+                    "quantity":69
+                }
+            ]
+        },
+        {
+            "ynabAccountId":"fdfedg45-c2g1-445-abdd-9dsa445sd54",
+            "securities":[
+                {
+                    "symbol":"VCN.TO",
+                    "quantity":100
+                },
+                {
+                    "symbol":"XSB.TO",
+                    "quantity":50
+                },
+                {
+                    "symbol":"DLR.TO",
+                    "quantity":20
+                }
+            ]
+        }
+    ]
+}
+```

providers/staticjsonFinnhub/client.go

@@ -0,0 +1,84 @@
+package staticjsonFinnhub
+
+import (
+	"encoding/json"
+	"fmt"
+	"io"
+	"net/http"
+	"net/url"
+	"time"
+)
+
+const apiBaseURL = "https://finnhub.io/api/v1/"
+
+// A client is the structure that will be used to consume the API
+// endpoints. It holds the login credentials, http client/transport,
+// rate limit information, and the login session timer.
+type client struct {
+	apiToken   string
+	httpClient *http.Client
+	transport  *http.Transport
+}
+
+// Send an HTTP GET request, and return the processed response
+func (c *client) get(endpoint string, out interface{}, query url.Values) error {
+	req, err := http.NewRequest("GET", apiBaseURL+endpoint+"?"+query.Encode(), nil)
+	if err != nil {
+		return err
+	}
+	req.Header.Add("X-Finnhub-Token", c.apiToken)
+
+	res, err := c.httpClient.Do(req)
+	if err != nil {
+		return fmt.Errorf("http get request failed: %v", err)
+	}
+
+	err = c.processResponse(res, out)
+	if err != nil {
+		return err
+	}
+	return nil
+}
+
+// processResponse takes the body of an HTTP response, and either returns
+// the error code, or unmarshalls the JSON response, extracts
+// rate limit info, and places it into the object
+// output parameter. This function closes the response body after reading it.
+func (c *client) processResponse(res *http.Response, out interface{}) error {
+	body, err := io.ReadAll(res.Body)
+	res.Body.Close()
+	if err != nil {
+		return err
+	}
+
+	if res.StatusCode != 200 {
+		return fmt.Errorf("got http response status '%d' but expected 200", res.StatusCode)
+	}
+
+	err = json.Unmarshal(body, out)
+	if err != nil {
+		return err
+	}
+
+	return nil
+}
+
+// newClient is the factory function for clients - takes an API token
+func newClient(apiToken string) (*client, error) {
+	transport := &http.Transport{
+		ResponseHeaderTimeout: 5 * time.Second,
+	}
+
+	httpClient := &http.Client{
+		Transport: transport,
+	}
+
+	// Create a new client
+	c := &client{
+		apiToken:   apiToken,
+		httpClient: httpClient,
+		transport:  transport,
+	}
+
+	return c, nil
+}

providers/staticjsonFinnhub/providerImpl.go

@@ -0,0 +1,100 @@
+package staticjsonFinnhub
+
+import (
+	"encoding/json"
+	"errors"
+	"fmt"
+	"io"
+	"os"
+)
+
+type security struct {
+	Symbol   string `json:"symbol"`
+	Quantity int    `json:"quantity"`
+}
+
+type account struct {
+	YnabAccountID string     `json:"ynabAccountId"`
+	Securities    []security `json:"securities"`
+}
+
+type inputData struct {
+	Accounts []account `json:"accounts"`
+}
+
+type Provider struct {
+	data   *inputData // Data stored on disk and loaded when program starts
+	client *client    // HTTP client for interacting with Finnhub API
+}
+
+func (p *Provider) Name() string {
+	return "Static JSON - Finnhub"
+}
+
+// Configures the provider for usage via environment variables and inputData
+// If an error is returned, the provider will not be used
+func (p *Provider) Configure() error {
+	var err error
+
+	// Load input data from disk
+	p.data, err = loadInputData()
+	if err != nil {
+		return err
+	}
+
+	b, _ := json.Marshal(p.data)
+	fmt.Println(string(b))
+
+	apiKey := os.Getenv("staticjson_finnhub_key")
+	if apiKey == "" {
+		return fmt.Errorf("this account provider is not configured: missing staticjson_finnhub_key environment variable")
+	}
+
+	p.client, err = newClient(apiKey)
+	if err != nil {
+		return fmt.Errorf("failed to create new client: %v", err)
+	}
+
+	return nil
+}
+
+// Returns slices of account balances and mapped YNAB account IDs, along with an error
+func (p *Provider) GetBalances() ([]int, []string, error) {
+	balances := make([]int, 0)
+	ynabAccountIDs := make([]string, 0)
+	for i := range p.data.Accounts {
+		balance := 0
+		for j := range p.data.Accounts[i].Securities {
+			price, err := p.client.getQuote(p.data.Accounts[i].Securities[j].Symbol)
+			if err != nil {
+				return balances, ynabAccountIDs, fmt.Errorf("failed to get quote for security with symbol '%s': %v", p.data.Accounts[i].Securities[j].Symbol, err)
+			}
+			balance += price * p.data.Accounts[i].Securities[j].Quantity
+		}
+		balances = append(balances, balance)
+		ynabAccountIDs = append(ynabAccountIDs, p.data.Accounts[i].YnabAccountID)
+	}
+	return balances, ynabAccountIDs, nil
+}
+
+// Load input data from disk
+func loadInputData() (*inputData, error) {
+	data := &inputData{}
+
+	f, err := os.Open("data/staticjsonFinnhub-data.json")
+	if errors.Is(err, os.ErrNotExist) {
+		return nil, fmt.Errorf("this account provider is not configured: missing data/staticjsonFinnhub-data.json")
+	}
+	defer f.Close()
+	b, err := io.ReadAll(f)
+	if err != nil {
+		return nil, fmt.Errorf("failed to read file data/staticjsonFinnhub-data.json: %v", err)
+	}
+
+	err = json.Unmarshal(b, data)
+	if err != nil {
+		return nil, fmt.Errorf("failed to unmarshal data/staticjsonFinnhub-data.json to inputData struct: %v", err)
+	}
+
+	return data, nil
+}

providers/staticjsonFinnhub/quote.go

@@ -0,0 +1,26 @@
+package staticjsonFinnhub
+
+import (
+	"fmt"
+	"net/url"
+)
+
+type quote struct {
+	C  float64 `json:"c"`  // Current price
+	H  float64 `json:"h"`  // High price of the day
+	L  float64 `json:"l"`  // Low price of the day
+	O  float64 `json:"O"`  // Open price of the day
+	Pc float64 `json:"pc"` // Previous close price
+	T  int     `json:"t"`  // ?
+}
+
+func (c client) getQuote(symbol string) (int, error) {
+	quoteResponse := &quote{}
+	query := url.Values{}
+	query.Add("symbol", symbol)
+	err := c.get("/quote", quoteResponse, query)
+	if err != nil {
+		return 0, fmt.Errorf("http get request error: %v", err)
+	}
+	return int(quoteResponse.C * 1000), nil
+}

providers/staticjsonYahooFinance/README.md

@@ -0,0 +1,48 @@
+# Static JSON Yahoo Finance Provider
+
+If you just want to provide a static JSON file as input containing symbols and quantities owned, this provider will use Yahoo Finance for pricing quotes for the symbols provided.
+
+### Example data/staticjsonYahooFinance-data.json
+
+You can define many to many relationships, multiple YNAB accounts containing multiple types of securities using json arrays.
+
+```json
+{
+    "accounts":[
+        {
+            "ynabAccountId":"d54da05a-cs20-4654-bcff-9ce36f43225d",
+            "securities":[
+                {
+                    "symbol":"SPY",
+                    "quantity":420
+                },
+                {
+                    "symbol":"BRK.A",
+                    "quantity":5
+                },
+                {
+                    "symbol":"CAPE",
+                    "quantity":69
+                }
+            ]
+        },
+        {
+            "ynabAccountId":"fdfedg45-c2g1-445-abdd-9dsa445sd54",
+            "securities":[
+                {
+                    "symbol":"VCN.TO",
+                    "quantity":100
+                },
+                {
+                    "symbol":"XSB.TO",
+                    "quantity":50
+                },
+                {
+                    "symbol":"DLR.TO",
+                    "quantity":20
+                }
+            ]
+        }
+    ]
+}
+```

providers/staticjsonYahooFinance/chart.go

@@ -0,0 +1,83 @@
+package staticjsonYahooFinance
+
+import (
+	"fmt"
+	"net/url"
+)
+
+type chart struct {
+	Chart struct {
+		Result []struct {
+			Meta struct {
+				Currency             string  `json:"currency"`
+				Symbol               string  `json:"symbol"`
+				ExchangeName         string  `json:"exchangeName"`
+				InstrumentType       string  `json:"instrumentType"`
+				FirstTradeDate       int     `json:"firstTradeDate"`
+				RegularMarketTime    int     `json:"regularMarketTime"`
+				Gmtoffset            int     `json:"gmtoffset"`
+				Timezone             string  `json:"timezone"`
+				ExchangeTimezoneName string  `json:"exchangeTimezoneName"`
+				RegularMarketPrice   float64 `json:"regularMarketPrice"`
+				ChartPreviousClose   float64 `json:"chartPreviousClose"`
+				PreviousClose        float64 `json:"previousClose"`
+				Scale                int     `json:"scale"`
+				PriceHint            int     `json:"priceHint"`
+				CurrentTradingPeriod struct {
+					Pre struct {
+						Timezone  string `json:"timezone"`
+						Start     int    `json:"start"`
+						End       int    `json:"end"`
+						Gmtoffset int    `json:"gmtoffset"`
+					} `json:"pre"`
+					Regular struct {
+						Timezone  string `json:"timezone"`
+						Start     int    `json:"start"`
+						End       int    `json:"end"`
+						Gmtoffset int    `json:"gmtoffset"`
+					} `json:"regular"`
+					Post struct {
+						Timezone  string `json:"timezone"`
+						Start     int    `json:"start"`
+						End       int    `json:"end"`
+						Gmtoffset int    `json:"gmtoffset"`
+					} `json:"post"`
+				} `json:"currentTradingPeriod"`
+				TradingPeriods [][]struct {
+					Timezone  string `json:"timezone"`
+					Start     int    `json:"start"`
+					End       int    `json:"end"`
+					Gmtoffset int    `json:"gmtoffset"`
+				} `json:"tradingPeriods"`
+				DataGranularity string   `json:"dataGranularity"`
+				Range           string   `json:"range"`
+				ValidRanges     []string `json:"validRanges"`
+			} `json:"meta"`
+			Timestamp  []int `json:"timestamp"`
+			Indicators struct {
+				Quote []struct {
+					Volume []any `json:"volume"`
+					High   []any `json:"high"`
+					Close  []any `json:"close"`
+					Open   []any `json:"open"`
+					Low    []any `json:"low"`
+				} `json:"quote"`
+			} `json:"indicators"`
+		} `json:"result"`
+		Error any `json:"error"`
+	} `json:"chart"`
+}
+
+func (c client) getChart(symbol string) (int, error) {
+	chartResponse := &chart{}
+	err := c.get(fmt.Sprintf("/chart/%s", symbol), chartResponse, url.Values{})
+	if err != nil {
+		return 0, fmt.Errorf("http get request error: %v", err)
+	}
+
+	if len(chartResponse.Chart.Result) != 1 {
+		return 0, fmt.Errorf("unexpected length of results - expected 1 but got %d", len(chartResponse.Chart.Result))
+	}
+
+	return int(chartResponse.Chart.Result[0].Meta.RegularMarketPrice * 1000), nil
+}

providers/staticjsonYahooFinance/client.go

@@ -0,0 +1,81 @@
+package staticjsonYahooFinance
+
+import (
+	"encoding/json"
+	"fmt"
+	"io"
+	"net/http"
+	"net/url"
+	"time"
+)
+
+const apiBaseURL = "https://query1.finance.yahoo.com/v8/finance/"
+
+// A client is the structure that will be used to consume the API
+// endpoints. It holds the login credentials, http client/transport,
+// rate limit information, and the login session timer.
+type client struct {
+	httpClient *http.Client
+	transport  *http.Transport
+}
+
+// Send an HTTP GET request, and return the processed response
+func (c *client) get(endpoint string, out interface{}, query url.Values) error {
+	req, err := http.NewRequest("GET", apiBaseURL+endpoint+"?"+query.Encode(), nil)
+	if err != nil {
+		return err
+	}
+
+	res, err := c.httpClient.Do(req)
+	if err != nil {
+		return fmt.Errorf("http get request failed: %v", err)
+	}
+
+	err = c.processResponse(res, out)
+	if err != nil {
+		return err
+	}
+	return nil
+}
+
+// processResponse takes the body of an HTTP response, and either returns
+// the error code, or unmarshalls the JSON response, extracts
+// rate limit info, and places it into the object
+// output parameter. This function closes the response body after reading it.
+func (c *client) processResponse(res *http.Response, out interface{}) error {
+	body, err := io.ReadAll(res.Body)
+	res.Body.Close()
+	if err != nil {
+		return err
+	}
+
+	if res.StatusCode != 200 {
+		return fmt.Errorf("got http response status '%d' but expected 200", res.StatusCode)
+	}
+
+	err = json.Unmarshal(body, out)
+	if err != nil {
+		return err
+	}
+
+	return nil
+}
+
+// newClient is the factory function for clients - takes an API token
+func newClient() (*client, error) {
+	transport := &http.Transport{
+		ResponseHeaderTimeout: 5 * time.Second,
+	}
+
+	httpClient := &http.Client{
+		Transport: transport,
+	}
+
+	// Create a new client
+	c := &client{
+		httpClient: httpClient,
+		transport:  transport,
+	}
+
+	return c, nil
+}

providers/staticjsonYahooFinance/providerImpl.go

@@ -0,0 +1,92 @@
+package staticjsonYahooFinance
+
+import (
+	"encoding/json"
+	"errors"
+	"fmt"
+	"io"
+	"os"
+)
+
+type security struct {
+	Symbol   string `json:"symbol"`
+	Quantity int    `json:"quantity"`
+}
+
+type account struct {
+	YnabAccountID string     `json:"ynabAccountId"`
+	Securities    []security `json:"securities"`
+}
+
+type inputData struct {
+	Accounts []account `json:"accounts"`
+}
+
+type Provider struct {
+	data   *inputData // Data stored on disk and loaded when program starts
+	client *client    // HTTP client for interacting with Finnhub API
+}
+
+func (p *Provider) Name() string {
+	return "Static JSON - Yahoo Finance"
+}
+
+// Configures the provider for usage via environment variables and inputData
+// If an error is returned, the provider will not be used
+func (p *Provider) Configure() error {
+	var err error
+
+	// Load input data from disk
+	p.data, err = loadInputData()
+	if err != nil {
+		return err
+	}
+
+	p.client, err = newClient()
+	if err != nil {
+		return fmt.Errorf("failed to create new client: %v", err)
+	}
+
+	return nil
+}
+
+// Returns slices of account balances and mapped YNAB account IDs, along with an error
+func (p *Provider) GetBalances() ([]int, []string, error) {
+	balances := make([]int, 0)
+	ynabAccountIDs := make([]string, 0)
+	for i := range p.data.Accounts {
+		balance := 0
+		for j := range p.data.Accounts[i].Securities {
+			price, err := p.client.getChart(p.data.Accounts[i].Securities[j].Symbol)
+			if err != nil {
+				return balances, ynabAccountIDs, fmt.Errorf("failed to get quote for security with symbol '%s': %v", p.data.Accounts[i].Securities[j].Symbol, err)
+			}
+			balance += price * p.data.Accounts[i].Securities[j].Quantity
+		}
+		balances = append(balances, balance)
+		ynabAccountIDs = append(ynabAccountIDs, p.data.Accounts[i].YnabAccountID)
+	}
+	return balances, ynabAccountIDs, nil
+}
+
+// Load input data from disk
+func loadInputData() (*inputData, error) {
+	data := &inputData{}
+
+	f, err := os.Open("data/staticjsonYahooFinance-data.json")
+	if errors.Is(err, os.ErrNotExist) {
+		return nil, fmt.Errorf("this account provider is not configured: missing data/staticjsonYahooFinance-data.json")
+	}
+	defer f.Close()
+	b, err := io.ReadAll(f)
+	if err != nil {
+		return nil, fmt.Errorf("failed to read file data/staticjsonYahooFinance-data.json: %v", err)
+	}
+
+	err = json.Unmarshal(b, data)
+	if err != nil {
+		return nil, fmt.Errorf("failed to unmarshal data/staticjsonYahooFinance-data.json to inputData struct: %v", err)
+	}
+
+	return data, nil
+}