Beispiel #1
0
        public static void PrintWeightings(List<OwnedFund> ownedFunds)
        {
            Dictionary<Weighting, List<OwnedFund>> categorized_funds = new Dictionary<Weighting,List<OwnedFund>>();

              foreach(var fund in ownedFunds)
              {
            foreach (var weighting in mDesiredWeightings)
            {
              if (fund.Country == weighting.Country && fund.Type == weighting.Type)
              {
            if (categorized_funds.ContainsKey(weighting) == false)
            {
              categorized_funds.Add(weighting, new List<OwnedFund>());
            }
            categorized_funds[weighting].Add(fund);
              }
            }
              }

              float total_portfolio_worth_current = 0.0f;
              foreach (var fund in ownedFunds)
              {
            total_portfolio_worth_current += fund.Buys.Sum(x => x.Units * fund.CurrentPrice);
              }

              Table table = new Table("Type", "Country", "Funds", "Current Weight", "Desired Weight", "$ amount off by");

              foreach (var weighting in mDesiredWeightings)
              {
            table.AddCell(weighting.Type);
            table.AddCell(weighting.Country);
            if (categorized_funds.ContainsKey(weighting))
            {
              table.AddCell(string.Join(",", categorized_funds[weighting].Select(x => x.Symbol).ToList()));
              float current_weight = categorized_funds[weighting].Sum(x => x.CurrentPercentageOfPortfolio);
              table.AddCell(current_weight);
              table.AddCell(weighting.Percent);
              float difference_needed = total_portfolio_worth_current * ((weighting.Percent - current_weight) / 100.0f);
              table.AddCell(difference_needed);
            }
            else
            {
              table.AddCell("-");
              table.AddCell("-");
              table.AddCell(weighting.Percent);
              float difference_needed = total_portfolio_worth_current * ((weighting.Percent) / 100.0f);
              table.AddCell(difference_needed);
            }
              }

              Console.WriteLine(table);
        }
Beispiel #2
0
 public static void PrintLatestTrendActivityForAllFunds(DateTime endDate, List<OwnedFund> funds, int overDays, float fluctuationAllowed)
 {
     Console.WriteLine("Trends");
       Table table = new Table("Symbol", "Start", "End", "Direction", "Change ( >" + fluctuationAllowed + "% )");
       foreach (var fund in funds)
       {
     List<Trend> trends = RetrieveTrends(endDate, fund, overDays, fluctuationAllowed);
     Trend trend = trends.Last();
     {
       table.AddCell(fund.Symbol);
       table.AddCell(trend.Start);
       table.AddCell(trend.End);
       table.AddCell(trend.Direction.ToString());
       table.AddCell(trend.Change);
     }
       }
       Console.WriteLine(table);
 }
Beispiel #3
0
 public static void PrintTrendActivityForFund(DateTime endDate, OwnedFund fund, int overDays, float fluctuationAllowed)
 {
     List<Trend> trends = RetrieveTrends(endDate, fund, overDays, fluctuationAllowed);
       Console.WriteLine("Trends for " + fund.Symbol);
       int index = 1;
       Table table = new Table("", "Start", "End", "Direction", "Change ( >" + fluctuationAllowed + "% )");
       foreach (Trend trend in trends)
       {
     table.AddCell("Trend " + index++);
     table.AddCell(trend.Start);
     table.AddCell(trend.End);
     table.AddCell(trend.Direction.ToString());
     table.AddCell(trend.Change);
       }
       Console.WriteLine(table);
 }