Example #1
0
        public void PortfolioNotFound()
        {
            var service = new PortfolioSummaryService(null);

            var result = service.GetSummary(new Date(2000, 01, 01));

            result.Should().HaveNotFoundStatus();
        }
Example #2
0
        public void GetSummary()
        {
            var portfolio = PortfolioTestCreator.CreateDefaultPortfolio();

            var service = new PortfolioSummaryService(portfolio);

            var result = service.GetSummary(new Date(2010, 01, 01));

            result.Result.Should().BeEquivalentTo(new
            {
                PortfolioValue = 5958.75m,
                PortfolioCost  = 5743.57m,
                Return1Year    = 0.01991m,
                Return3Year    = 0.01882m,
                Return5Year    = 0.00837m,
                ReturnAll      = 0.00539m,
                CashBalance    = 5151.25m,
                Holdings       = new[]
                {
                    new RestApi.Portfolios.Holding()
                    {
                        Stock    = PortfolioTestCreator.Stock_ARG,
                        Units    = 250,
                        Value    = 500m,
                        Cost     = 299.87m,
                        CostBase = 299.87m
                    },
                    new RestApi.Portfolios.Holding()
                    {
                        Stock    = PortfolioTestCreator.Stock_WAM,
                        Units    = 205,
                        Value    = 307.50m,
                        Cost     = 292.45m,
                        CostBase = 292.45m
                    }
                }
            });
        }