public void CanRebalanceWithPositiveOriginalPositionValue()
{
double newValue = 123456.78;
Portfolio orig = new Portfolio
{
Positions = new ObservableCollection<Position>{
new Position {
SecurityIdentifier = "gumballs",
Amount = 0.0
}
}
};
Portfolio recommended = new Portfolio
{
Positions = new ObservableCollection<Position>{
new Position {
SecurityIdentifier = "cherries",
Amount = 0.0
}
}
};
Customer target = new Customer
{
OriginalPortfolio = orig,
RecommendedPortfolio = recommended
};
orig.Positions[0].Amount = newValue;
Assert.IsTrue(target.CanRebalance(), "checking CanRebalance");
}
public void TotalValueZeroForEmptyPortfolio()
{
double expectedAmount = 0.0;
Portfolio target = new Portfolio();
Assert.AreEqual(expectedAmount, target.TotalValue);
}
public void CannotRebalanceWithZeroOriginalPositionValue()
{
Portfolio orig = new Portfolio{
Positions = new ObservableCollection<Position>{
new Position {
SecurityIdentifier = "gumballs",
Amount = 0.0
}
}
};
Portfolio recommended = new Portfolio
{
Positions = new ObservableCollection<Position>{
new Position {
SecurityIdentifier = "cherries",
Amount = 0.0
}
}
};
Customer target = new Customer
{
OriginalPortfolio = orig,
RecommendedPortfolio = recommended
};
Assert.IsFalse(target.CanRebalance(), "checking CanRebalance");
}
public void OnePosition_TotalValue()
{
double expectedAmount = 12345.67;
Position pos = new Position { SecurityIdentifier = "foo", Amount = expectedAmount };
Portfolio target = new Portfolio();
target.Positions.Add(pos);
Assert.AreEqual(expectedAmount, target.TotalValue);
}
public void TwoPositions_TotalValue()
{
Position posOne = new Position { SecurityIdentifier = "foo", Amount = 12345.67 };
Position posTwo = new Position { SecurityIdentifier = "bar", Amount = 23456.78 };
double expectedAmount = posOne.Amount + posTwo.Amount;
Portfolio target = new Portfolio();
target.Positions.Add(posOne);
target.Positions.Add(posTwo);
Assert.AreEqual(expectedAmount, target.TotalValue);
}
public void AddingPositionFiresPropertyChangedEvent()
{
Position posOne = new Position { SecurityIdentifier = "foo", Amount = 12345.67 };
Position posTwo = new Position { SecurityIdentifier = "bar", Amount = 23456.78 };
Portfolio target = new Portfolio();
target.Positions.Add(posOne);
List<string> propertyNames = new List<string>();
target.PropertyChanged += (s, e) =>
{
propertyNames.Add(e.PropertyName);
};
target.Positions.Add(posTwo);
Assert.AreEqual(1, propertyNames.Count(), "checking propertyNames Count");
Assert.IsTrue(propertyNames.Contains(String.Empty), "checking that propertyNames contains empty string");
}
public Customer()
{
FirstName = "Joe";
LastName = "Schmoe";
OriginalPortfolio = new Portfolio
{
Positions = new ObservableCollection<Position>
{
new Position
{
SecurityIdentifier = "CASH",
Amount = 100000.00
}
}
};
RecommendedPortfolio = new Portfolio
{
Positions = new ObservableCollection<Position>
{
new Position
{
SecurityIdentifier = "247109BR",
Issuer = "DELMARVA POWER AND LIGHT",
Coupon="4.00",
Maturity="06/01/2042",
Amount=20000.00
},
new Position
{
SecurityIdentifier = "369550AT",
Issuer = "GENERAL DYNAMICS CORP",
Coupon="3.60",
Maturity="11/15/2042",
Amount=20000.00
},
new Position
{
SecurityIdentifier = "61746BCY",
Issuer = "MORGAN STANLEY DEAN WITTER",
Coupon="5.75",
Maturity="11/15/2038",
Amount=20000.00
},
new Position
{
SecurityIdentifier = "927804FG",
Issuer = "VIRGINIA ELECTRIC POWER",
Coupon="8.875",
Maturity="11/15/2038",
Amount=20000.00
},
new Position
{
SecurityIdentifier = "931142CM",
Issuer = "WAL-MART STORES",
Coupon="6.20",
Maturity="04/30/2038",
Amount=20000.00
}
}
};
}
public void RebalancingWithOneRecommendedPosition()
{
double newValue = 123456.78;
Portfolio orig = new Portfolio
{
Positions = new ObservableCollection<Position>{
new Position {
SecurityIdentifier = "gumballs",
Amount = 0.0
}
}
};
Portfolio recommended = new Portfolio
{
Positions = new ObservableCollection<Position>{
new Position {
SecurityIdentifier = "cherries",
Amount = 0.0
}
}
};
Customer target = new Customer
{
OriginalPortfolio = orig,
RecommendedPortfolio = recommended
};
orig.Positions[0].Amount = newValue;
Assert.IsTrue(target.CanRebalance(), "checking CanRebalance");
target.DoRebalance();
Assert.AreEqual(newValue, target.RecommendedPortfolio.TotalValue, "checking recommended total value");
Assert.AreEqual(newValue, target.RecommendedPortfolio.Positions[0].Amount, "checking recommended position 0 amount");
}
public void ChangingPositionAmountInOldCollectionDoesNotFirePropertyChangedEvent()
{
Position posOne = new Position { SecurityIdentifier = "foo", Amount = 12345.67 };
Position posTwo = new Position { SecurityIdentifier = "bar", Amount = 23456.78 };
Position posThree = new Position { SecurityIdentifier = "bletch", Amount = 34567.89 };
ObservableCollection<Position> origPositions = new ObservableCollection<Position>{
posOne,
posTwo
};
ObservableCollection<Position> newPositions = new ObservableCollection<Position> { posThree };
Portfolio target = new Portfolio { Positions = origPositions };
target.Positions = newPositions;
List<string> propertyNames = new List<string>();
target.PropertyChanged += (s, e) =>
{
propertyNames.Add(e.PropertyName);
};
posOne.Amount = 45678.90;
Assert.AreEqual(0, propertyNames.Count(), "checking propertyNames Count");
}
public void ChangingRemovedPositionDoesNotFirePropertyChangedEvent()
{
Position posOne = new Position { SecurityIdentifier = "foo", Amount = 12345.67 };
Position posTwo = new Position { SecurityIdentifier = "bar", Amount = 23456.78 };
Portfolio target = new Portfolio();
target.Positions.Add(posOne);
target.Positions.Add(posTwo);
target.Positions.Remove(posTwo);
List<string> propertyNames = new List<string>();
target.PropertyChanged += (s, e) =>
{
propertyNames.Add(e.PropertyName);
};
posTwo.Amount = 34567.89;
Assert.AreEqual(0, propertyNames.Count(), "checking propertyNames Count");
}
public void ReplacingPositionsCollectionFiresPropertyChangedEvent()
{
Position posOne = new Position { SecurityIdentifier = "foo", Amount = 12345.67 };
Position posTwo = new Position { SecurityIdentifier = "bar", Amount = 23456.78 };
Position posThree = new Position { SecurityIdentifier = "bletch", Amount = 34567.89 };
ObservableCollection<Position> origPositions = new ObservableCollection<Position>{
posOne,
posTwo
};
ObservableCollection<Position> newPositions = new ObservableCollection<Position> { posThree };
Portfolio target = new Portfolio { Positions = origPositions };
List<string> propertyNames = new List<string>();
target.PropertyChanged += (s, e) =>
{
propertyNames.Add(e.PropertyName);
};
target.Positions = newPositions;
Assert.AreEqual(1, propertyNames.Count(), "checking propertyNames Count");
Assert.IsTrue(propertyNames.Contains(String.Empty), "checking that propertyNames contains String.Empty");
}
public Customer()
{
FirstName = "Joe";
LastName = "Schmoe";
OriginalPortfolio = new Portfolio
{
Positions = new ObservableCollection <Position>
{
new Position
{
SecurityIdentifier = "CASH",
Amount = 100000.00
}
}
};
RecommendedPortfolio = new Portfolio
{
Positions = new ObservableCollection <Position>
{
new Position
{
SecurityIdentifier = "247109BR",
Issuer = "DELMARVA POWER AND LIGHT",
Coupon = "4.00",
Maturity = "06/01/2042",
Amount = 20000.00
},
new Position
{
SecurityIdentifier = "369550AT",
Issuer = "GENERAL DYNAMICS CORP",
Coupon = "3.60",
Maturity = "11/15/2042",
Amount = 20000.00
},
new Position
{
SecurityIdentifier = "61746BCY",
Issuer = "MORGAN STANLEY DEAN WITTER",
Coupon = "5.75",
Maturity = "11/15/2038",
Amount = 20000.00
},
new Position
{
SecurityIdentifier = "927804FG",
Issuer = "VIRGINIA ELECTRIC POWER",
Coupon = "8.875",
Maturity = "11/15/2038",
Amount = 20000.00
},
new Position
{
SecurityIdentifier = "931142CM",
Issuer = "WAL-MART STORES",
Coupon = "6.20",
Maturity = "04/30/2038",
Amount = 20000.00
}
}
};
}