Examples of com.opengamma.master.portfolio.ManageablePortfolio

com.opengamma.master.portfolio.ManageablePortfolio
A portfolio tree representing an arbitrary structure within an organization for the management of positions.
The portfolio tree contains the portfolio and the node hierarchy. The position details are not held in the tree and must be retrieved separately via the position master.

    assertEquals(APPLE_BUNDLE, testPosition.getSecurityLink().getExternalId());
    assertEquals(BigDecimal.valueOf(50), testPosition.getQuantity());
    assertEquals(2, testPosition.getTrades().size());
    assertEquals(testTrade, testPosition.getTrades().get(1));


    ManageablePortfolio testPortfolio = _portfolioMaster.get(_savedNode.getPortfolioId()).getPortfolio();
    ManageablePortfolioNode testNode = testPortfolio.getRootNode().getChildNodes().get(0);
    assertEquals(1, testNode.getPositionIds().size());
    assertEquals(_savedPosition.getUniqueId().getObjectId(), testNode.getPositionIds().get(0));
  }

View Full Code Here

    final PortfolioMaster portfolioMaster = getToolContext().getPortfolioMaster();
    final PositionMaster positionMaster = getToolContext().getPositionMaster();
    final SecurityMaster securityMaster = getToolContext().getSecurityMaster();


    final ManageablePortfolioNode rootNode = new ManageablePortfolioNode(portfolioName);
    final ManageablePortfolio portfolio = new ManageablePortfolio(portfolioName, rootNode);
    final PortfolioDocument portfolioDoc = new PortfolioDocument();
    portfolioDoc.setPortfolio(portfolio);


    for (final SwapSecurity swap : swaps) {
      final SecurityDocument swapToAddDoc = new SecurityDocument();

View Full Code Here

  }


  protected void createPortfolio(final Collection<ExternalId> tickers) {


    // create shell portfolio
    final ManageablePortfolio portfolio = createEmptyPortfolio();
    final ManageablePortfolioNode rootNode = portfolio.getRootNode();


    final Collection<UniqueId> loadSecurities = loadSecurities(tickers);
    final SecurityMaster secMaster = getToolContext().getSecurityMaster();
    for (final UniqueId uniqueId : loadSecurities) {
      final SecurityDocument securityDocument = secMaster.get(uniqueId);

View Full Code Here

   * Subsequent methods then populate the tree.
   *
   * @return the emoty portfolio, not null
   */
  protected ManageablePortfolio createEmptyPortfolio() {
    final ManageablePortfolio portfolio = new ManageablePortfolio(PORTFOLIO_NAME);
    final ManageablePortfolioNode rootNode = portfolio.getRootNode();
    rootNode.setName("Root");
    return portfolio;
  }

View Full Code Here

  }
  
  @Test(description = "[PLAT-1723]") 
  public void test_duplicate_names() throws Exception {
    PortfolioDocument a = new PortfolioDocument();
    a.setPortfolio( new ManageablePortfolio("Name"));
    _prtMaster.add(a);
    
    PortfolioDocument b = new PortfolioDocument();
    b.setPortfolio( new ManageablePortfolio("Name"));
    _prtMaster.add(b);
    
    PortfolioSearchResult search = _prtMaster.search(new PortfolioSearchRequest());
    assertEquals(2, search.getPortfolios().size());
  }

View Full Code Here

    //Try to make the table big enough that database looses presumed order guarantees
    for (int i=0;i<10;i++)
    {
      String portfolioName = "Portfolio";
      PortfolioDocument a = new PortfolioDocument();
      a.setPortfolio( new ManageablePortfolio(portfolioName));
      _prtMaster.add(a);
      for (int j = 0;j<10;j++){
        ManageablePortfolioNode child = new ManageablePortfolioNode("X");
        child.addChildNode(new ManageablePortfolioNode("Y"));
        a.getPortfolio().getRootNode().addChildNode(child);
        _prtMaster.update(a);
      }
      
      PortfolioDocument b = new PortfolioDocument();
      b.setPortfolio( new ManageablePortfolio(portfolioName));
      for (int j = 0;j<10;j++){
        ManageablePortfolioNode childB = new ManageablePortfolioNode("X");
        childB.addChildNode(new ManageablePortfolioNode("Y"));
        b.getPortfolio().getRootNode().addChildNode(childB);
      }

View Full Code Here

    assertEquals(uniqueId, test.getUniqueId());
    assertEquals(_version1Instant, test.getVersionFromInstant());
    assertEquals(null, test.getVersionToInstant());
    assertEquals(_version1Instant, test.getCorrectionFromInstant());
    assertEquals(null, test.getCorrectionToInstant());
    ManageablePortfolio portfolio = test.getPortfolio();
    assertEquals(uniqueId, portfolio.getUniqueId());
    assertEquals("TestPortfolio101", portfolio.getName());
    ManageablePortfolioNode rootNode = portfolio.getRootNode();
    assertNode111(rootNode, depth, uniqueId);
    
    assertNotNull(portfolio.getAttributes());
    assertEquals(2, portfolio.getAttributes().size());
    assertEquals("V101a", portfolio.getAttributes().get("K101a"));
    assertEquals("V101b", portfolio.getAttributes().get("K101b"));
  }

View Full Code Here

    assertEquals(uniqueId, test.getUniqueId());
    assertEquals(_version1Instant, test.getVersionFromInstant());
    assertEquals(null, test.getVersionToInstant());
    assertEquals(_version1Instant, test.getCorrectionFromInstant());
    assertEquals(null, test.getCorrectionToInstant());
    ManageablePortfolio portfolio = test.getPortfolio();
    assertEquals(uniqueId, portfolio.getUniqueId());
    assertEquals("TestPortfolio102", portfolio.getName());
    
    assertNotNull(portfolio.getAttributes());
    assertEquals(2, portfolio.getAttributes().size());
    assertEquals("V102a", portfolio.getAttributes().get("K102a"));
    assertEquals("V102b", portfolio.getAttributes().get("K102b"));
  }

View Full Code Here

    assertEquals(uniqueId, test.getUniqueId());
    assertEquals(_version1Instant, test.getVersionFromInstant());
    assertEquals(_version2Instant, test.getVersionToInstant());
    assertEquals(_version1Instant, test.getCorrectionFromInstant());
    assertEquals(null, test.getCorrectionToInstant());
    ManageablePortfolio portfolio = test.getPortfolio();
    assertEquals(uniqueId, portfolio.getUniqueId());
    assertEquals("TestPortfolio201", portfolio.getName());
    ManageablePortfolioNode rootNode = portfolio.getRootNode();
    assertNode211(rootNode, uniqueId);
    
    assertNotNull(portfolio.getAttributes());
    assertTrue(portfolio.getAttributes().isEmpty());
  }

View Full Code Here

    assertEquals(uniqueId, test.getUniqueId());
    assertEquals(_version2Instant, test.getVersionFromInstant());
    assertEquals(null, test.getVersionToInstant());
    assertEquals(_version2Instant, test.getCorrectionFromInstant());
    assertEquals(null, test.getCorrectionToInstant());
    ManageablePortfolio portfolio = test.getPortfolio();
    assertEquals(uniqueId, portfolio.getUniqueId());
    assertEquals("TestPortfolio202", portfolio.getName());
    ManageablePortfolioNode rootNode = portfolio.getRootNode();
    assertNode212(rootNode, uniqueId);
    
    assertNotNull(portfolio.getAttributes());
    assertTrue(portfolio.getAttributes().isEmpty());
  }

View Full Code Here

0 1 2 3 4 5 6 7

TOP

Related Classes of com.opengamma.master.portfolio.ManageablePortfolio

com.opengamma.examples.bloomberg.loader.DemoEquityOptionCollarPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleAUDSwapPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleBondPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleEquityPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleEURFixedIncomePortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleFxForwardPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleMixedCMCapFloorPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleMultiCurrencySwapPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleSwaptionPortfolioLoader

com.opengamma.examples.bloomberg.loader.ExampleVanillaFxOptionPortfolioLoader

All source code are property of their respective owners. Java is a trademark of Sun Microsystems, Inc and owned by ORACLE Inc. Contact coftware#gmail.com.