Package name.abuchen.portfolio

Examples of name.abuchen.portfolio.SecurityBuilder

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        DateMidnight endDate = new DateMidnight(2012, 4, 29); // a weekend
        long startPrice = 100 * Values.Amount.factor();

        Client client = new Client();

        Security security = new SecurityBuilder() //
                        .generatePrices(startPrice, startDate, endDate) //
                        .addTo(client);

        PortfolioBuilder portfolio = new PortfolioBuilder();

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        new AccountBuilder() //
                        .deposit_(startDate, startPrice) //
                        .addTo(client);

        Security security = new SecurityBuilder() //
                        .generatePrices(startPrice, startDate, endDate) //
                        .addTo(client);

        // calculate performance indices
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        new AccountBuilder() //
                        .deposit_(startDate, 100 * Values.Amount.factor()) //
                        .interest(startDate.plusDays(10), 10 * Values.Amount.factor()) //
                        .addTo(client);

        Security security = new SecurityBuilder() //
                        .generatePrices(50 * Values.Amount.factor(), middleDate, endDate) //
                        .addTo(client);

        // calculate performance indices

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                        .interest(startDate.plusDays(10), 10 * Values.Amount.factor()) //
                        .addTo(client);

        int startPrice = 50 * Values.Amount.factor();

        Security security = new SecurityBuilder() //
                        .generatePrices(startPrice, startDate, middleDate) //
                        .addTo(client);

        // calculate performance indices

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    @Test
    public void testBuyAndSellLeavesNoEntryInSnapshot()
    {
        Client client = new Client();

        Security a = new SecurityBuilder() //
                        .addPrice("2010-01-01", 1000) //
                        .addTo(client);

        Portfolio portfolio = new PortfolioBuilder() //
                        .buy(a, "2010-01-01", 1000000, 10000) //
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        Taxonomy taxonomy = new TaxonomyBuilder() //
                        .addClassification("one") //
                        .addTo(client);

        Security security = new SecurityBuilder() //
                        .addPrice("2011-12-31", 100 * Values.Quote.factor()) //
                        .addPrice("2012-01-03", 106 * Values.Quote.factor()) //
                        .addPrice("2012-01-08", 112 * Values.Quote.factor()) //
                        .assign(taxonomy, "one", weight) //
                        .addTo(client);
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                        .addClassification("debt") //
                        .addClassification("equity") //
                        .addClassification("realestate") //
                        .addTo(client);

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

        Security c = new SecurityBuilder() //
                        .addPrice("2010-01-01", 1200) //
                        .assign(taxonomy, "equity") //
                        .addTo(client);

        Security d = new SecurityBuilder() //
                        .addPrice("2010-01-01", 1200) //
                        .assign(taxonomy, "equity") //
                        .addTo(client);

        Portfolio portfolio = new PortfolioBuilder() //
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        Taxonomy taxonomy = new TaxonomyBuilder() //
                        .addClassification("debt") //
                        .addClassification("equity") //
                        .addTo(client);

        Security a = new SecurityBuilder() //
                        .addPrice("2010-01-01", 1000) //
                        .assign(taxonomy, "debt", Classification.ONE_HUNDRED_PERCENT / 2) //
                        .assign(taxonomy, "equity", Classification.ONE_HUNDRED_PERCENT / 2) //
                        .addTo(client);
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                        .addClassification("debt") //
                        .addClassification("debt", "cat1") //
                        .addClassification("debt", "cat2") //
                        .addTo(client);

        Security a = new SecurityBuilder() //
                        .addPrice("2010-01-01", 1000) //
                        .assign(taxonomy, "cat1", Classification.ONE_HUNDRED_PERCENT / 2) //
                        .assign(taxonomy, "cat2", Classification.ONE_HUNDRED_PERCENT / 2) //
                        .addTo(client);
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        Taxonomy taxonomy = new TaxonomyBuilder() //
                        .addClassification("debt") //
                        .addTo(client);

        Security a = new SecurityBuilder() //
                        .addPrice("2010-01-01", 1000) //
                        .addTo(client);

        Portfolio portfolio = new PortfolioBuilder() //
                        .inbound_delivery(a, "2010-01-01", 1000000, 10000) //
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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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