Class PortfolioData

java.lang.Object

org.episteme.social.economics.PortfolioData

All Implemented Interfaces:

Serializable, Commented, ComprehensiveIdentification, Identified<Identification>, Named, UniversalDataModel

public final class PortfolioData
extends Object
implements UniversalDataModel, ComprehensiveIdentification

Data model for the FinancialPortfolioViewer. Represents a collection of assets with price history and holdings. Uses the Money and Quantity system for high-precision financial analysis.

See Also:

• Serialized Form

Nested Class Summary

Nested Classes

Modifier and Type	Class	Description
static class	PortfolioData.Asset
static class	PortfolioData.Holding

Constructor Summary

Constructors

Constructor	Description
PortfolioData()
PortfolioData(Identification id)

Method Summary

Modifier and Type	Method	Description
void	addHolding(PortfolioData.Asset asset, Real quantity, Money averageCost)
void	addToWatchlist(PortfolioData.Asset asset)
List<PortfolioData.Holding>	getHoldings()
Identification	getId()	Returns the unique identifier of this entity.
String	getModelType()	Returns a unique identifier for the type of data model.
Map<String, Quantity<?>>	getQuantities()	Returns the primary physical values associated with this model.
Money	getTotalPortfolioValue(Currency targetCurrency)
Map<String,Object>	getTraits()	Returns the traits map for this entity.
List<PortfolioData.Asset>	getWatchlist()

Methods inherited from class Object

clone, equals, finalize, getClass, hashCode, notify, notifyAll, toString, wait, wait, wait

Methods inherited from interface Commented

getComments, getTrait, setComments

Methods inherited from interface ComprehensiveIdentification

getName, getTrait, setName, setTrait

Methods inherited from interface UniversalDataModel

getMetadata, validate

Constructor Details

PortfolioData

public PortfolioData()

PortfolioData

public PortfolioData(Identification id)

Method Details

getModelType

public String getModelType()

Description copied from interface: UniversalDataModel

Returns a unique identifier for the type of data model. Examples: "SPATIAL_GEOMETRY", "ECONOMIC_PORTFOLIO", "ARCHITECTURAL_PLAN".

Specified by:

getModelType in interface UniversalDataModel

getId

public Identification getId()

Description copied from interface: Identified

Returns the unique identifier of this entity.

Specified by:

getId in interface Identified<Identification>

Returns:

the identifier

getTraits

public Map<String,Object> getTraits()

Description copied from interface: ComprehensiveIdentification

Returns the traits map for this entity.

Specified by:

getTraits in interface Commented

Specified by:

getTraits in interface ComprehensiveIdentification

Returns:

the traits map

addHolding

public void addHolding(PortfolioData.Asset asset,
 Real quantity,
 Money averageCost)

addToWatchlist

public void addToWatchlist(PortfolioData.Asset asset)

getHoldings

public List<PortfolioData.Holding> getHoldings()

getWatchlist

public List<PortfolioData.Asset> getWatchlist()

getTotalPortfolioValue

public Money getTotalPortfolioValue(Currency targetCurrency)

getQuantities

public Map<String, Quantity<?>> getQuantities()

Description copied from interface: UniversalDataModel

Returns the primary physical values associated with this model. This allows generic tools to extract and convert measurements.

Specified by:

getQuantities in interface UniversalDataModel