Package name.abuchen.portfolio.snapshot

Examples of name.abuchen.portfolio.snapshot.PerformanceIndex

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        this.irr = Calculation.perform(IRRCalculation.class, transactions).getIRR();
    }

    private void calculatePerformance(Client client, ReportingPeriod period)
    {
        PerformanceIndex index = PerformanceIndex.forInvestment(client, security, period, new ArrayList<Exception>());
        double[] performance = index.getAccumulatedPercentage();
        this.twror = performance.length > 0 ? performance[performance.length - 1] : 0d;
    }
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        PortfolioPlugin.log(warnings);
    }

    private void addClient(DataSeries item, List<Exception> warnings)
    {
        PerformanceIndex clientIndex = (PerformanceIndex) dataCache.get(Client.class);
        if (clientIndex == null)
        {
            clientIndex = PerformanceIndex.forClient(getClient(), getReportingPeriod(), warnings);
            dataCache.put(Client.class, clientIndex);
        }

        switch ((ClientDataSeries) item.getInstance())
        {
            case TOTALS:
                ILineSeries tSeries = chart.addDateSeries(clientIndex.getDates(), //
                                toDouble(clientIndex.getTotals(), Values.Amount.divider()), //
                                Messages.LabelTotalSum);
                item.configure(tSeries);
                break;
            case TRANSFERALS:
                IBarSeries tfSeries = chart.addDateBarSeries(clientIndex.getDates(), //
                                toDouble(clientIndex.getTransferals(), Values.Amount.divider()), //
                                Messages.LabelTransferals);
                item.configure(tfSeries);
                break;
            case INVESTED_CAPITAL:
                ILineSeries ivSeries = chart.addDateSeries(clientIndex.getDates(), //
                                toDouble(clientIndex.calculateInvestedCapital(), Values.Amount.divider()), //
                                item.getLabel());
                item.configure(ivSeries);
                break;
            case ABSOLUTE_DELTA:
                ILineSeries dSeries = chart.addDateSeries(clientIndex.getDates(), //
                                toDouble(clientIndex.calculateAbsoluteDelta(), Values.Amount.divider()), //
                                item.getLabel());
                item.configure(dSeries);
                break;
            case TAXES:
                ILineSeries txSeries = chart.addDateSeries(clientIndex.getDates(), //
                                accumulateAndToDouble(clientIndex.getTaxes(), Values.Amount.divider()), //
                                item.getLabel());
                item.configure(txSeries);
                break;
        }
    }
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    }

    private void addSecurity(DataSeries item, List<Exception> warnings)
    {
        Security security = (Security) item.getInstance();
        PerformanceIndex securityIndex = (PerformanceIndex) dataCache.get(security);
        if (securityIndex == null)
        {
            securityIndex = PerformanceIndex.forInvestment(getClient(), security, getReportingPeriod(), warnings);
            dataCache.put(security, securityIndex);
        }

        ILineSeries series = chart.addDateSeries(securityIndex.getDates(), //
                        toDouble(securityIndex.getTotals(), Values.Amount.divider()), //
                        security.getName());
        item.configure(series);
    }
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    }

    private void addPortfolio(DataSeries item, List<Exception> warnings)
    {
        Portfolio portfolio = (Portfolio) item.getInstance();
        PerformanceIndex portfolioIndex = (PerformanceIndex) dataCache.get(portfolio);
        if (portfolioIndex == null)
        {
            portfolioIndex = PerformanceIndex.forPortfolio(getClient(), portfolio, getReportingPeriod(), warnings);
            dataCache.put(portfolio, portfolioIndex);
        }

        ILineSeries series = chart.addDateSeries(portfolioIndex.getDates(), //
                        toDouble(portfolioIndex.getTotals(), Values.Amount.divider()), //
                        portfolio.getName());
        item.configure(series);
    }
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    }

    private void addAccount(DataSeries item, List<Exception> warnings)
    {
        Account account = (Account) item.getInstance();
        PerformanceIndex accountIndex = (PerformanceIndex) dataCache.get(account);
        if (accountIndex == null)
        {
            accountIndex = PerformanceIndex.forAccount(getClient(), account, getReportingPeriod(), warnings);
            dataCache.put(account, accountIndex);
        }

        ILineSeries series = chart.addDateSeries(accountIndex.getDates(), //
                        toDouble(accountIndex.getTotals(), Values.Amount.divider()), //
                        account.getName());
        item.configure(series);
    }
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    }

    private void addClassification(DataSeries item, List<Exception> warnings)
    {
        Classification classification = (Classification) item.getInstance();
        PerformanceIndex index = (PerformanceIndex) dataCache.get(classification);
        if (index == null)
        {
            index = PerformanceIndex.forClassification(getClient(), classification, getReportingPeriod(), warnings);
            dataCache.put(classification, index);
        }

        ILineSeries series = chart.addDateSeries(index.getDates(), //
                        toDouble(index.getTotals(), Values.Amount.divider()), //
                        classification.getName());
        item.configure(series);
    }
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        PortfolioPlugin.log(warnings);
    }

    private PerformanceIndex getClientIndex(List<Exception> warnings)
    {
        PerformanceIndex index = (PerformanceIndex) dataCache.get(Client.class);
        if (index == null)
        {
            ReportingPeriod interval = getReportingPeriod();
            index = PerformanceIndex.forClient(getClient(), interval, warnings);
            dataCache.put(Client.class, index);
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        return index;
    }

    private void addClient(DataSeries item, ClientDataSeries type, List<Exception> warnings)
    {
        PerformanceIndex clientIndex = getClientIndex(warnings);
        PerformanceIndex aggregatedIndex = aggregationPeriod != null ? Aggregation.aggregate(clientIndex,
                        aggregationPeriod) : clientIndex;

        switch (type)
        {
            case TOTALS:
                ILineSeries series = chart.addDateSeries(aggregatedIndex.getDates(), //
                                aggregatedIndex.getAccumulatedPercentage(), //
                                Messages.PerformanceChartLabelAccumulatedIRR);
                item.configure(series);
                break;
            case TRANSFERALS:
                IBarSeries barSeries = chart.addDateBarSeries(aggregatedIndex.getDates(), //
                                aggregatedIndex.getDeltaPercentage(), //
                                aggregationPeriod != null ? aggregationPeriod.toString()
                                                : Messages.LabelAggregationDaily);
                item.configure(barSeries);
                break;
            default:
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        }
    }

    private void addConsumerPriceIndex(DataSeries item, List<Exception> warnings)
    {
        PerformanceIndex cpiIndex = (PerformanceIndex) dataCache.get(ConsumerPriceIndex.class);

        if (cpiIndex == null)
        {
            PerformanceIndex clientIndex = getClientIndex(warnings);
            cpiIndex = PerformanceIndex.forConsumerPriceIndex(clientIndex, warnings);
            dataCache.put(ConsumerPriceIndex.class, cpiIndex);
        }

        if (cpiIndex.getDates().length > 0
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            addSecurityPerformance(item, security, warnings);
    }

    private void addSecurityBenchmark(DataSeries item, Security security, List<Exception> warnings)
    {
        PerformanceIndex securityIndex = (PerformanceIndex) dataCache.get(security);

        if (securityIndex == null)
        {
            PerformanceIndex clientIndex = getClientIndex(warnings);
            securityIndex = PerformanceIndex.forSecurity(clientIndex, security, warnings);
            dataCache.put(security, securityIndex);
        }

        if (aggregationPeriod != null)
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