public void CanRecordResearchValuesAndGetRatingForAsset()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List <TransactionFeeRecordCreation>(),
Name = "Test Stock",
NumberOfUnits = 1000,
Price = 29.64,
Sector = "Test Sector",
Ticker = "Test Ticker 01",
TransactionDate = DateTime.Now,
}).Wait();
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List <TransactionFeeRecordCreation>(),
Name = "Test Stock",
NumberOfUnits = 1000,
Price = 29.64,
Sector = "Test Sector",
Ticker = "Test Ticker 02",
TransactionDate = DateTime.Now,
}).Wait();
#region set up research values (this portion is optional, default values will be used if no research values available. Absent of research values will always generate 'Danger' rating)
//record Australian equity f0 values
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.Beta), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.EarningsStability), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FiveYearInformation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FiveYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.Frank), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.InterestCover), 0, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.OneYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.PayoutRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.ThreeYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.BetaFiveYears), 1.1036, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.Capitalisation), 57225467107, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.CurrentRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.DebtEquityRatio), 0, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.DividendYield), 0.0621, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.EpsGrowth), 0.0772, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FiveYearAlphaRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FiveYearSharpRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FiveYearSkewnessRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FiveYearStandardDeviation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FiveYearTrackingErrorRatio), 1.1036, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.FundSize), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.GlobalCategory), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.CurrentRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.PriceEarningRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.QuickRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.ReturnOnAsset), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Ratios> .Property(r => r.ReturnOnEquity), 1, "Test Ticker 01", "Test Issuer").Wait();
//record Australian Equity f1 research values
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.FinancialLeverage), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.Frank), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.InterestCover), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.IntrinsicValue), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.OneYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.OneYearRevenueGrowth), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.PriceEarningRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.ReturnOnAsset), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.ReturnOnEquity), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.CreditRating), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.DebtEquityRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.DividendYield), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.EpsGrowth), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.FairValueVariation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.FiveYearTotalReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.MaxManagementExpenseRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.MorningStarAnalyst), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.MorningstarRecommendation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.OneYearAlpha), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.OneYearInformationRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.OneYearBeta), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.OneYearSharpRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.OneYearTrackingError), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.PerformanceFee), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof <Recommendation> .Property(r => r.YearsSinceInception), 1, "Test Ticker 01", "Test Issuer").Wait();
#endregion
var assets = account.GetAssets();
var equityWithResearchValues = assets.OfType <Equity>().First(a => a.Ticker == "Test Ticker 01");
var equityWithNoResearchValues = assets.OfType <Equity>().First(a => a.Ticker == "Test Ticker 02");
var rating_withResearchValues = equityWithResearchValues.GetRating();
var rating_withNoResearchValues = equityWithNoResearchValues.GetRating();
Assert.IsTrue(rating_withNoResearchValues.SuitabilityRating == SuitabilityRating.Danger);
Assert.IsTrue(rating_withResearchValues != null);
}
public void CanRecordResearchValuesAndGetRatingForAsset()
{
var repo = new EdisRepository();
var adviser = repo.CreateAdviser("Test", "Adviser").Result;
adviser.CreateNewClientGroup(new ClientGroupRegistration()
{
AdviserNumber = adviser.AdviserNumber,
FirstName = "client first name",
LastName = "client last name",
Address = "668 Bourke Street, Melbourne, 3000, Victoria",
Dob = DateTime.Now,
Phone = "03699999",
Email = "Email"
}).Wait();
var groups = adviser.GetAllClientGroups().Result;
groups[0].AddAccount("group account", AccountType.GenenralPurpose).Wait();
var account = groups[0].GetAccounts()[0];
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List<TransactionFeeRecordCreation>(),
Name = "Test Stock",
NumberOfUnits = 1000,
Price = 29.64,
Sector = "Test Sector",
Ticker = "Test Ticker 01",
TransactionDate = DateTime.Now,
}).Wait();
account.MakeTransaction(new EquityTransactionCreation()
{
EquityType = EquityTypes.AustralianEquity,
FeesRecords = new List<TransactionFeeRecordCreation>(),
Name = "Test Stock",
NumberOfUnits = 1000,
Price = 29.64,
Sector = "Test Sector",
Ticker = "Test Ticker 02",
TransactionDate = DateTime.Now,
}).Wait();
#region set up research values (this portion is optional, default values will be used if no research values available. Absent of research values will always generate 'Danger' rating)
//record Australian equity f0 values
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.Beta), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.EarningsStability), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FiveYearInformation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FiveYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.Frank), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.InterestCover), 0, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.OneYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.PayoutRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.ThreeYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.BetaFiveYears), 1.1036, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.Capitalisation), 57225467107, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.CurrentRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.DebtEquityRatio), 0, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.DividendYield), 0.0621, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.EpsGrowth), 0.0772, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FiveYearAlphaRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FiveYearSharpRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FiveYearSkewnessRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FiveYearStandardDeviation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FiveYearTrackingErrorRatio), 1.1036, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.FundSize), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.GlobalCategory), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.CurrentRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.PriceEarningRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.QuickRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.ReturnOnAsset), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Ratios>.Property(r => r.ReturnOnEquity), 1, "Test Ticker 01", "Test Issuer").Wait();
//record Australian Equity f1 research values
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.FinancialLeverage), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.Frank), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.InterestCover), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.IntrinsicValue), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.OneYearReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.OneYearRevenueGrowth), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.PriceEarningRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.ReturnOnAsset), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.ReturnOnEquity), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.CreditRating), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.DebtEquityRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.DividendYield), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.EpsGrowth), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.FairValueVariation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.FiveYearTotalReturn), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.MaxManagementExpenseRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.MorningStarAnalyst), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.MorningstarRecommendation), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.OneYearAlpha), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.OneYearInformationRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.OneYearBeta), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.OneYearSharpRatio), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.OneYearTrackingError), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.PerformanceFee), 1, "Test Ticker 01", "Test Issuer").Wait();
repo.FeedResearchValueForEquity(Nameof<Recommendation>.Property(r => r.YearsSinceInception), 1, "Test Ticker 01", "Test Issuer").Wait();
#endregion
var assets = account.GetAssets();
var equityWithResearchValues = assets.OfType<Equity>().First(a => a.Ticker == "Test Ticker 01");
var equityWithNoResearchValues = assets.OfType<Equity>().First(a => a.Ticker == "Test Ticker 02");
var rating_withResearchValues = equityWithResearchValues.GetRating();
var rating_withNoResearchValues = equityWithNoResearchValues.GetRating();
Assert.IsTrue(rating_withNoResearchValues.SuitabilityRating == SuitabilityRating.Danger);
Assert.IsTrue(rating_withResearchValues != null);
}