public static Portfolio GenerateDefaultPortfolio()
{
Security goog = new Security {Symbol = "goog"};
Security msft = new Security {Symbol = "msft"};
Security aapl = new Security {Symbol = "aapl"};
Portfolio portfolio = new Portfolio
{
Name = "po' boy"
};
Account mandingo = new Account
{
Name = "mandingo",
Portfolio = portfolio
};
AddPosition(mandingo, goog, 100M, 12.34M);
AddPosition(mandingo, aapl, 200M, 23.45M);
portfolio.Accounts.Add(mandingo);
Account took = new Account
{
Name = "took",
Portfolio = portfolio
};
AddPosition(took, msft, 100M, 34.56M);
portfolio.Accounts.Add(took);
return portfolio;
}
public static Portfolio GenerateEmptyPortfolio()
{
Portfolio portfolio = new Portfolio
{
Name = "po' boy"
};
Account mandingo = new Account
{
Name = "mandingo",
Portfolio = portfolio
};
portfolio.Accounts.Add(mandingo);
Account took = new Account
{
Name = "took",
Portfolio = portfolio
};
portfolio.Accounts.Add(took);
return portfolio;
}
public static Portfolio GenerateFundbotPortfolio()
{
Security xfn = new Security { Symbol = "XFN.TO" };
Security agg = new Security { Symbol = "AGG" };
Security xiu = new Security { Symbol = "XIU.TO" };
Security cpd = new Security { Symbol = "CPD.TO" };
Security efa = new Security { Symbol = "EFA" };
Portfolio portfolio = new Portfolio
{
Name = Guid.NewGuid().ToString()
};
Account account = new Account
{
Name = portfolio.Name,
Portfolio = portfolio
};
portfolio.Accounts.Add(account);
AddPosition(account, xfn, 100M, 29.97M);
AddPosition(account, agg, 27M, 1000.69M);
AddPosition(account, xiu, 100M, 21.1M);
AddPosition(account, cpd, 500M, 16.55M);
AddPosition(account, efa, 100M, 68.24M);
return portfolio;
}
private static void AddPosition(Account account, Security security, decimal shares, decimal price)
{
account.Positions.Add(new Position
{
Account = account,
Shares = shares,
Security = security
});
account.Transactions.Add(new Transaction
{
Account = account,
Date = DateTime.UtcNow,
Price = price,
Security = security,
Shares = shares,
Type = TransactionType.Buy
});
}
