Examples of addPortfolio()

Examples of name.abuchen.portfolio.model.Client.addPortfolio()

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        Portfolio portfolio = new Portfolio();
        portfolio.addTransaction(new PortfolioTransaction(Dates.date(2010, Calendar.JANUARY, 1), security,
                        PortfolioTransaction.Type.BUY, 1000000, 100, 0, 0));
        portfolio.addTransaction(new PortfolioTransaction(Dates.date(2011, Calendar.JANUARY, 15), security,
                        PortfolioTransaction.Type.BUY, 100000, 9900, 0, 0));
        client.addPortfolio(portfolio);

        ClientPerformanceSnapshot snapshot = new ClientPerformanceSnapshot(client, startDate, endDate);

        EnumMap<CategoryType, Category> result = snapshot.getCategoryMap();
        assertEquals(100000, result.get(CategoryType.INITIAL_VALUE).getValuation());
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Examples of name.abuchen.portfolio.model.Client.addPortfolio()

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        Portfolio portfolio = new Portfolio();
        portfolio.addTransaction(new PortfolioTransaction(Dates.date(2010, Calendar.JANUARY, 1), security,
                        PortfolioTransaction.Type.BUY, 1000000, 100, 0, 0));
        portfolio.addTransaction(new PortfolioTransaction(Dates.date(2011, Calendar.JANUARY, 15), security,
                        PortfolioTransaction.Type.SELL, 100000, 9900, 0, 0));
        client.addPortfolio(portfolio);

        ClientPerformanceSnapshot snapshot = new ClientPerformanceSnapshot(client, startDate, endDate);

        EnumMap<CategoryType, Category> result = snapshot.getCategoryMap();
        assertEquals(100000, result.get(CategoryType.INITIAL_VALUE).getValuation());
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Examples of name.abuchen.portfolio.model.Client.addPortfolio()

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        Portfolio portfolio = new Portfolio();
        portfolio.addTransaction(new PortfolioTransaction(Dates.date(2010, Calendar.JANUARY, 1), security,
                        PortfolioTransaction.Type.BUY, 1000000, 100, 0, 0));
        portfolio.addTransaction(new PortfolioTransaction(Dates.date(2011, Calendar.JANUARY, 15), security,
                        PortfolioTransaction.Type.SELL, 100000, 9900, 1, 0));
        client.addPortfolio(portfolio);

        ClientPerformanceSnapshot snapshot = new ClientPerformanceSnapshot(client, startDate, endDate);

        EnumMap<CategoryType, Category> result = snapshot.getCategoryMap();
        assertEquals(1000 * 9 + (9900 - 10000) + 1, result.get(CategoryType.CAPITAL_GAINS).getValuation());
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Examples of name.abuchen.portfolio.model.Client.addPortfolio()

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        client.addAccount(account);

        Portfolio portfolio = new Portfolio();
        portfolio.setName("test");
        portfolio.setReferenceAccount(account);
        client.addPortfolio(portfolio);

        Security security = new Security();
        security.setName("SAP AG");
        security.setIsin("DE0007164600");
        security.setWkn("716460");
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Examples of name.abuchen.portfolio.model.Client.addPortfolio()

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        pseudoAccount.setName(""); //$NON-NLS-1$
        pseudoClient.addAccount(pseudoAccount);

        Portfolio pseudoPortfolio = new Portfolio();
        pseudoPortfolio.setReferenceAccount(pseudoAccount);
        pseudoClient.addPortfolio(pseudoPortfolio);

        adaptPortfolioTransactions(portfolio, pseudoClient, pseudoPortfolio);
        collectDividends(portfolio, pseudoClient, pseudoAccount);

        return PerformanceIndex.forClient(pseudoClient, reportInterval, warnings);
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