Package name.abuchen.portfolio

Examples of name.abuchen.portfolio.SecurityBuilder

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        Taxonomy taxonomy = new TaxonomyBuilder() //
                        .addClassification("debt") //
                        .addTo(client);

        Security a = new SecurityBuilder() //
                        .addPrice("2010-01-01", 1000) //
                        .assign(taxonomy, "debt", Classification.ONE_HUNDRED_PERCENT / 2) //
                        .addTo(client);

        Portfolio portfolio = new PortfolioBuilder() //
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    @Test
    public void testFifoBuySellTransactions()
    {
        Client client = new Client();

        Security security = new SecurityBuilder() //
                        .addTo(client);

        Portfolio portfolio = new PortfolioBuilder() //
                        .buy(security, "2010-01-01", 109 * Values.Share.factor(), 314920) //
                        .sell(security, "2010-02-01", 15 * Values.Share.factor(), 53150) //
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    @Test
    public void testThatRoundingDifferencesAreRemovedIfZeroSharesHeld()
    {
        Client client = new Client();

        Security security = new SecurityBuilder() //
                        .addTo(client);

        Portfolio portfolio = new PortfolioBuilder() //
                        .buy(security, "2010-01-01", 10 * Values.Share.factor(), 1) //
                        .sell(security, "2010-02-01", 3 * Values.Share.factor(), 1) //
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    @Test
    public void testWhenSharesHeldGoToZero()
    {
        Client client = new Client();

        Security security = new SecurityBuilder() //
                        .addTo(client);

        Portfolio portfolio = new PortfolioBuilder() //
                        .buy(security, "2010-01-01", 100 * Values.Share.factor(), 314920) //
                        .sell(security, "2010-02-01", 100 * Values.Share.factor(), 53150) //
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Related Classes of name.abuchen.portfolio.SecurityBuilder

  • name.abuchen.portfolio.model.Classification
  • name.abuchen.portfolio.model.Classification.Assignment
  • name.abuchen.portfolio.model.Security
  • name.abuchen.portfolio.model.SecurityPrice
  • name.abuchen.portfolio.snapshot.ClassificationIndexTest
  • name.abuchen.portfolio.snapshot.ClientIndexTest
  • name.abuchen.portfolio.snapshot.GroupByTaxonomyTest
  • name.abuchen.portfolio.snapshot.PortfolioSnapshotTest
  • name.abuchen.portfolio.snapshot.security.CostCalculationTest
  • name.abuchen.portfolio.snapshot.SecurityIndexTest
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