public void ShouldReturnValidObject_WhenValidInput(
decimal price,
decimal eps,
int months,
decimal expectedPE)
{
var result = new FinancialAnalysisBuilder()
.SetClosingPrice(price)
.SetEPS(eps)
.SetMonthsInReport(months)
.Build();
result.PE.Should().Be(expectedPE);
}
public void ShouldReturnValidObject_WhenValidInput(
string isin,
string name,
string ownInvestorLink,
string stockExchangeLink,
string position)
{
var datetime = DateTime.Now.Date;
var financialAnalysis = new FinancialAnalysisBuilder()
.SetClosingPrice(1)
.SetEPS(2.7m)
.SetMonthsInReport(6)
.Build();
var financialReport = new FinancialReportBuilder()
.SetEPS(3.8m)
.SetMonthsInReport(3)
.SetNextReportDate(datetime)
.Build();
var result = new RegistryEntryBuilder()
.SetIsin(isin)
.SetName(name)
.SetOwnInvestorLink(ownInvestorLink)
.SetStockExchangeLink(stockExchangeLink)
.SetPosition(position)
.SetFinancialAnalysis(financialAnalysis)
.SetFinancialReport(financialReport)
.Build();
result.Should().NotBeNull();
result.Isin.Should().Be(isin);
result.Name.Should().Be(name);
result.OwnInvestorLink.Should().Be(ownInvestorLink);
result.StockExchangeLink.Should().Be(stockExchangeLink);
result.Position.Should().Be(Position.NoPosition);
result.FinancialAnalysis.Should().Be(financialAnalysis);
result.FinancialReport.Should().Be(financialReport);
}
private KeyValuePair <string, IAnalysis> GetAnalysis(IEnumerable <IMarketDataEntity> marketDataInput)
{
if (marketDataInput == null)
{
throw new ArgumentNullException(nameof(marketDataInput));
}
try
{
var marketData = marketDataInput.ToImmutableList();
if (!marketData.Any())
{
throw new ArgumentException("Market data set cannot be empty", nameof(marketDataInput));
}
var isin = marketDataInput.First().Isin;
if (string.IsNullOrEmpty(isin))
{
throw new ServiceException("No ISIN found in market data set.");
}
var closingPrice = marketDataInput.FirstOrDefault().ClosingPrice;
var fastSMA = marketDataInput.Take(_fastMovingAverage).Average(d => d.ClosingPrice);
var slowSMA = marketDataInput.Take(_slowMovingAverage).Average(d => d.ClosingPrice);
var stockBaseData = _registryRepository.GetById(isin);
if (stockBaseData is null)
{
throw new ServiceException($"No registry entry found for {isin}");
}
var financialAnalysis = new FinancialAnalysisBuilder()
.SetClosingPrice(closingPrice)
.SetEPS(stockBaseData.FinancialReport?.EPS)
.SetMonthsInReport(stockBaseData.FinancialReport?.MonthsInReport)
.Build();
var technicalAnalysis = new TechnicalAnalysisBuilder()
.SetFastSMA(fastSMA)
.SetSlowSMA(slowSMA)
.SetTAZ(GetTAZ(closingPrice, fastSMA, slowSMA))
.SetTrend(GetTrend(fastSMA, slowSMA))
.Build();
if (technicalAnalysis is null)
{
throw new ServiceException($"No technical analysis can be created for {isin}");
}
var analysis = new AnalysisBuilder()
.SetClosingPrice(closingPrice)
.SetName(stockBaseData.Name)
.SetQtyInBuyingPacket((int)Math.Floor(_buyingPacketInEuro / closingPrice))
.SetFinancialAnalysis(financialAnalysis)
.SetTechnicalAnalysis(technicalAnalysis)
.Build();
if (analysis is null)
{
throw new ServiceException($"No analysis can be created for {isin}");
}
return(new KeyValuePair <string, IAnalysis>(isin, analysis));
}
catch (Exception ex)
{
throw new ServiceException($"No analysis can be created.", ex);
}
}