public void Simple()
{
var today = DateTime.Parse("1/1/2019");
var stockPrices = new List <(string stock, decimal price)> {
("ONE", 10), ("TWO", 10), ("THREE", 10)
};
SetupStockPrices(stockPrices, today);
var balancer = new Balancer(_stockClient.Object);
var currentPortfolio = new Portfolio(new List <PortfolioStock> {
new PortfolioStock(symbol: "ONE", shares: 1),
new PortfolioStock(symbol: "TWO", shares: 1)
});
var requestedPortfolio = new Portfolio(new List <PortfolioStock> {
new PortfolioStock(symbol: "ONE", allocationPercentage: 50),
new PortfolioStock(symbol: "THREE", allocationPercentage: 50)
});
var(actions, updatedPortfolio) = balancer.Balance(currentPortfolio, requestedPortfolio, today);
WriteOutput(actions, updatedPortfolio);
Assert.Equal(3, actions.Count);
AssertActionForStock(actions, "ONE", expectedPercentage: 50, shareDiff: 0);
AssertActionForStock(actions, "TWO", expectedPercentage: 0, shareDiff: -1);
AssertActionForStock(actions, "THREE", expectedPercentage: 50, shareDiff: 1);
Assert.Equal(2, updatedPortfolio.Stocks.Count);
AssertPortfolioStock(updatedPortfolio, "ONE", expectedPercentage: 50, expectedShares: 1);
AssertPortfolioStock(updatedPortfolio, "THREE", expectedPercentage: 50, expectedShares: 1);
}
public void More_complex()
{
var today = DateTime.Parse("1/1/2019");
var stockPrices = new List <(string stock, decimal price)> {
("AAPL", 195.85m),
("GOOG", 1169.59m),
("CYBR", 127.65m),
("ABB", 17.88m),
("GFN", 700.51m),
("ACAD", 28.64m)
};
SetupStockPrices(stockPrices, today);
var balancer = new Balancer(_stockClient.Object);
var currentPortfolio = new Portfolio(new List <PortfolioStock> {
new PortfolioStock(symbol: "AAPL", shares: 50),
new PortfolioStock(symbol: "GOOG", shares: 200),
new PortfolioStock(symbol: "CYBR", shares: 150),
new PortfolioStock(symbol: "ABB", shares: 900)
});
var requestedPortfolio = new Portfolio(new List <PortfolioStock> {
new PortfolioStock(symbol: "AAPL", allocationPercentage: 22),
new PortfolioStock(symbol: "GOOG", allocationPercentage: 38),
new PortfolioStock(symbol: "GFN", allocationPercentage: 25),
new PortfolioStock(symbol: "ACAD", allocationPercentage: 15)
});
var(actions, updatedPortfolio) = balancer.Balance(currentPortfolio, requestedPortfolio, today);
WriteOutput(actions, updatedPortfolio);
Assert.Equal(6, actions.Count);
AssertActionForStock(actions, "AAPL", expectedPercentage: 22, shareDiff: 263);
AssertActionForStock(actions, "GOOG", expectedPercentage: 38, shareDiff: -109);
AssertActionForStock(actions, "CYBR", expectedPercentage: 0, shareDiff: -150);
AssertActionForStock(actions, "ABB", expectedPercentage: 0, shareDiff: -900);
AssertActionForStock(actions, "GFN", expectedPercentage: 25, shareDiff: 9286);
AssertActionForStock(actions, "ACAD", expectedPercentage: 15, shareDiff: 1461);
Assert.Equal(4, updatedPortfolio.Stocks.Count);
AssertPortfolioStock(updatedPortfolio, "AAPL", expectedPercentage: 22, expectedShares: 313);
AssertPortfolioStock(updatedPortfolio, "GOOG", expectedPercentage: 38, expectedShares: 91);
AssertPortfolioStock(updatedPortfolio, "GFN", expectedPercentage: 25, expectedShares: 9286);
AssertPortfolioStock(updatedPortfolio, "ACAD", expectedPercentage: 15, expectedShares: 1461);
}
//[Fact]
public void For_real()
{
// remove Skip property and add api key below to run against live API
var client = new StockApiClient("Api key goes here");
var balancer = new Balancer(client);
var currentPortfolio = new Portfolio(new List <PortfolioStock> {
new PortfolioStock(symbol: "AAPL", shares: 50),
new PortfolioStock(symbol: "GOOG", shares: 200),
new PortfolioStock(symbol: "CYBR", shares: 150),
new PortfolioStock(symbol: "ABB", shares: 900)
});
var requestedPortfolio = new Portfolio(new List <PortfolioStock> {
new PortfolioStock(symbol: "AAPL", allocationPercentage: 22),
new PortfolioStock(symbol: "GOOG", allocationPercentage: 38),
new PortfolioStock(symbol: "GFN", allocationPercentage: 25),
new PortfolioStock(symbol: "ACAD", allocationPercentage: 15)
});
var today = DateTime.Now.Date;
var(actions, updatedPortfolio) = balancer.Balance(currentPortfolio, requestedPortfolio, today);
WriteOutput(actions, updatedPortfolio);
}
