public void TestReturnGoalProgress() //Note this changes every day
{
Portfolio test1 = new Portfolio(500.0f);
test1.AddAsset(new OwnedAsset("Test1", new DateTime(2019, 9, 5), "Term Deposit", 1000, 0.10f, 5, 2, 0, 0));
test1.AddAsset(new OwnedStock(new Stock {
CompanyName = "Burger Fuel", CurrentPrice = 42.2f, LastTrade = new DateTime(2019, 09, 09, 0, 0, 0),
Shares = 4, Volume = 4
}, new System.DateTime(2019, 09, 09, 0, 0, 0), 50.0f, 100, 0));
Portfolio test2 = new Portfolio(1000.0f);
test2.AddAsset(new OwnedAsset("Test2", new DateTime(2016, 1, 14), "Bond", 1000, 0.04f, 3, 1, 40, 0));
Portfolio test3 = new Portfolio(10.0f);
test3.AddAsset(new OwnedAsset("Test3", new DateTime(2018, 4, 19), "Term Deposit", 1000, 0.02f, 3, 1, 0, 0));
float delta = 0.1f;
float expectedVal = 0.0f;
float returnGoalProgress = test1.ReturnGoalProgress;
float expectedVal2 = 31.87f;
float returnGoalProgress2 = test2.ReturnGoalProgress;
float expectedVal3 = 100.0f;
float returnGoalProgress3 = test3.ReturnGoalProgress;
Assert.AreEqual(expectedVal, returnGoalProgress, delta);
Assert.AreEqual(expectedVal2, returnGoalProgress2, delta);
Assert.AreEqual(expectedVal3, returnGoalProgress3, delta);
}
public void Portfolio_format_when_it_has_multiple_assets()
{
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 100));
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
PortfolioFormatter.Format(portfolio).Should().Be("You have 100 MSFT, 10 AAPL shares");
}
public void Adding_new_asset_with_zero_amount_should_do_nothing()
{
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 0));
portfolio.Assets.Should().BeEquivalentTo(new Asset(new Symbol("AAPL"), 10));
}
public void Merged_assets_with_zero_amount_should_be_removed()
{
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 20));
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
portfolio.AddAsset(new Asset(new Symbol("MSFT"), -20));
portfolio.Assets.Should().BeEquivalentTo(new Asset(new Symbol("AAPL"), 10));
}
public void New_assets_are_not_allowed_to_have_negative_amount()
{
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
Action action = () => portfolio.AddAsset(new Asset(new Symbol("MSFT"), -20));
action.Should().Throw <InvalidOperationException>();
}
public void Adding_asset_with_negative_amount_is_allowed_if_the_merged_asset_has_positive_amount()
{
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 20));
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
portfolio.AddAsset(new Asset(new Symbol("MSFT"), -10));
portfolio.Assets.Should().BeEquivalentTo(new Asset(new Symbol("MSFT"), 10), new Asset(new Symbol("AAPL"), 10));
}
public void Assets_with_same_symbol_should_be_merged()
{
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 10));
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 20));
portfolio.Assets.Should().BeEquivalentTo(new Asset(new Symbol("MSFT"), 30), new Asset(new Symbol("AAPL"), 10));
}
public async Task Calculate_should_skip_assets_that_have_no_corresponding_quotes()
{
IEnumerable <Quote> quotes = new[]
{
new Quote(new Symbol("MSFT"), 100)
};
// ReSharper disable once ConvertToLocalFunction
QuoteLoaderDelegate quoteLoader = symbols => Task.FromResult(quotes);
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 10));
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
(await PortfolioValueCalculator.Calculate(portfolio, quoteLoader)).Should().Be(1000);
}
public async Task Calculate_should_return_the_portfolio_value()
{
IEnumerable <Quote> quotes = new[]
{
new Quote(new Symbol("MSFT"), 100),
new Quote(new Symbol("AAPL"), 200)
};
// ReSharper disable once ConvertToLocalFunction
QuoteLoaderDelegate quoteLoader = symbols => Task.FromResult(quotes);
var portfolio = new Portfolio();
portfolio.AddAsset(new Asset(new Symbol("MSFT"), 10));
portfolio.AddAsset(new Asset(new Symbol("AAPL"), 10));
(await PortfolioValueCalculator.Calculate(portfolio, quoteLoader)).Should().Be(3000);
}
public async Task Loading_with_saving_in_between_should_return_portfolios_with_different_assets()
{
IPortfolioStore portfolioStore = CreatePortfolioStore();
var savePortfolio = new Portfolio();
savePortfolio.AddAsset(new Asset(new Symbol("MSFT"), 100));
await portfolioStore.Save(savePortfolio);
Portfolio loadedPortfolio1 = await portfolioStore.Load();
savePortfolio.AddAsset(new Asset(new Symbol("AAPL"), 100));
await portfolioStore.Save(savePortfolio);
Portfolio loadedPortfolio2 = await portfolioStore.Load();
loadedPortfolio1.Assets.Should().NotBeEquivalentTo(loadedPortfolio2.Assets);
await portfolioStore.Save(null);
}
public void TestAddAssetUpdatedPortfolioTotalValue()
{
testPortfolio.AddAsset(testAsset5);
testPortfolio2.AddAsset(testAsset4);
testPortfolio3.AddAsset(testAsset);
float delta = 0.01f;
float actual = testPortfolio.CurrentTotal;
float expected = 6534.77f;
float actual2 = testPortfolio2.CurrentTotal;
float expected2 = 1323.39f;
float actual3 = testPortfolio3.CurrentTotal;
float expected3 = 6534.77f;
Assert.AreEqual(expected, actual, delta, "Portfolio total value does not match");
Assert.AreEqual(expected2, actual2, delta, "Portfolio total value does not match");
Assert.AreEqual(expected3, actual3, delta, "Portfolio total value does not match");
}
public PortfolioTest()
{
testPortfolio = new Portfolio();
testPortfolio.AddAsset(new OwnedAsset("Test1", new DateTime(2019, 9, 5), "Term Deposit", 1000, 0.10f, 5, 2, 0, 0));
testPortfolio.AddAsset(new OwnedAsset("Test2", new DateTime(2016, 1, 14), "Bond", 1000, 0.04f, 3, 1, 40, 0));
testPortfolio.AddAsset(new OwnedAsset("Air New Zealand", new System.DateTime(2019, 09, 06, 0, 0, 0), "Term Deposit", 12f, 2.4f, 9, 1, 3, 0));
testPortfolio.AddAsset(new OwnedAsset("Test2", new DateTime(2016, 1, 15), "Bond", 1000, 0.04f, 3, 1, 40, 0));
testPortfolio.AddAsset(new OwnedStock(new Stock {
CompanyName = "Burger Fuel", CurrentPrice = 42.2f, LastTrade = new DateTime(2019, 09, 09, 0, 0, 0), Shares = 4, Volume = 4
}, new System.DateTime(2019, 09, 09, 0, 0, 0), 50.0f, 100, 0));
testPortfolio.AddAsset(new OwnedStock(new Stock {
CompanyName = "Spark", CurrentPrice = 3.24f, LastTrade = new DateTime(2019, 09, 09, 0, 0, 0), Shares = 4, Volume = 4, PriceClose = 3.20f
}, new System.DateTime(2019, 10, 09, 0, 0, 0), 3.00f, 150, 500f));
//testPortfolio = new Portfolio();
//testPortfolio.AddAsset(testAsset);
//testPortfolio.AddAsset(testAsset2);
//testPortfolio2 = new Portfolio();
//testPortfolio2.AddAsset(testAsset3);
//testPortfolio3 = new Portfolio();
//testPortfolio3.AddAsset(testAsset4);
//testPortfolio3.AddAsset(testAsset5);
}
public async Task Loading_after_saving_should_return_portfolio_with_the_same_assets()
{
IPortfolioStore portfolioStore = CreatePortfolioStore();
var savedPortfolio = new Portfolio();
savedPortfolio.AddAsset(new Asset(new Symbol("MSFT"), 100));
await portfolioStore.Save(savedPortfolio);
Portfolio loadedPortfolio = await portfolioStore.Load();
loadedPortfolio.Assets.Should().BeEquivalentTo(savedPortfolio.Assets);
await portfolioStore.Save(null);
}
