Examples with Money name.abuchen.portfolio.money.Money used on opensource projects

Example 36 with Money

use of name.abuchen.portfolio.money.Money in project portfolio by buchen.

the class DeltaCalculation method visit.

@Override
public void visit(CurrencyConverter converter, PortfolioTransaction t) {
    switch(t.getType()) {
        case BUY:
        case DELIVERY_INBOUND:
            Money amount = t.getMonetaryAmount().with(converter.at(t.getDateTime()));
            delta.subtract(amount);
            cost.add(amount);
            break;
        case SELL:
        case DELIVERY_OUTBOUND:
            delta.add(t.getMonetaryAmount().with(converter.at(t.getDateTime())));
            break;
        case TRANSFER_IN:
        case TRANSFER_OUT:
            // transferals do not contribute to the delta
            break;
        default:
            throw new UnsupportedOperationException();
    }
}

Example 37 with Money

use of name.abuchen.portfolio.money.Money in project portfolio by buchen.

the class StatementOfAssetsViewer method addPerformanceColumns.

private void addPerformanceColumns(List<ReportingPeriod> options) {
    ReportingPeriodLabelProvider labelProvider;
    // $NON-NLS-1$
    Column column = new Column("ttwror", Messages.ColumnTWROR, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getTrueTimeWeightedRateOfReturn);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnTTWROR_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnTWROR_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("irr", Messages.ColumnIRR, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getIrr);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnIRRPerformanceOption, options));
    column.setMenuLabel(Messages.ColumnIRR_MenuLabel);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    Function<Stream<Object>, Object> sum = elements -> elements.map(e -> (Money) e).collect(MoneyCollectors.sum(client.getBaseCurrency()));
    // $NON-NLS-1$
    column = new Column("capitalgains", Messages.ColumnCapitalGains, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldings, sum, true);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGains_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGains_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgains%", Messages.ColumnCapitalGainsPercent, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldingsPercent);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGainsPercent_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGainsPercent_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgainsmvavg", Messages.ColumnCapitalGainsMovingAverage, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldingsMovingAverage, sum, true);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGainsMovingAverage_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGainsMovingAverage_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgainsmvavg%", Messages.ColumnCapitalGainsMovingAveragePercent, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getCapitalGainsOnHoldingsMovingAveragePercent);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnCapitalGainsMovingAveragePercent_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGainsMovingAveragePercent_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("delta", Messages.ColumnAbsolutePerformance_MenuLabel, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getDelta, sum, true);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnAbsolutePerformance_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnAbsolutePerformance_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
    // $NON-NLS-1$
    column = new Column("delta%", Messages.ColumnAbsolutePerformancePercent_MenuLabel, SWT.RIGHT, 80);
    labelProvider = new ReportingPeriodLabelProvider(SecurityPerformanceRecord::getDeltaPercent);
    column.setOptions(new ReportingPeriodColumnOptions(Messages.ColumnAbsolutePerformancePercent_Option, options));
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnAbsolutePerformancePercent_Description);
    column.setLabelProvider(labelProvider);
    column.setSorter(ColumnViewerSorter.create(new ElementComparator(labelProvider)));
    column.setVisible(false);
    support.addColumn(column);
}

Example 38 with Money

use of name.abuchen.portfolio.money.Money in project portfolio by buchen.

the class TaxonomyModel method recalculateTargets.

private void recalculateTargets() {
    virtualRootNode.setTarget(virtualRootNode.getActual().subtract(unassignedNode.getActual()));
    visitAll(node -> {
        if (node.isClassification() && !node.isRoot()) {
            Money parent = node.getParent().getTarget();
            Money target = Money.of(parent.getCurrencyCode(), Math.round(parent.getAmount() * node.getWeight() / (double) Classification.ONE_HUNDRED_PERCENT));
            node.setTarget(target);
        }
    });
}