Examples with SecurityPerformanceRecord name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord used on opensource projects

Example 6 with SecurityPerformanceRecord

use of name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord in project portfolio by buchen.

the class SecuritiesPerformanceView method createCommonColumns.

private void createCommonColumns() {
    // shares held
    // $NON-NLS-1$
    Column column = new Column("shares", Messages.ColumnSharesOwned, SWT.RIGHT, 80);
    column.setLabelProvider(new // NOSONAR
    SharesLabelProvider() {

        @Override
        public Long getValue(Object e) {
            return ((SecurityPerformanceRecord) e).getSharesHeld();
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "sharesHeld"));
    recordColumns.addColumn(column);
    // security name
    column = new NameColumn();
    recordColumns.addColumn(column);
    // cost value - fifo
    // $NON-NLS-1$
    column = new Column("pv", Messages.ColumnPurchaseValue, SWT.RIGHT, 75);
    column.setDescription(Messages.ColumnPurchaseValue_Description);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Money.format(((SecurityPerformanceRecord) r).getFifoCost(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fifoCost"));
    recordColumns.addColumn(column);
    // cost value - moving average
    // $NON-NLS-1$
    column = new Column("pvmvavg", Messages.ColumnPurchaseValueMovingAverage, SWT.RIGHT, 75);
    column.setMenuLabel(Messages.ColumnPurchaseValueMovingAverage_MenuLabel);
    column.setDescription(Messages.ColumnPurchaseValueMovingAverage_Description);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Money.format(((SecurityPerformanceRecord) r).getMovingAverageCost(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "movingAverageCost"));
    column.setVisible(false);
    recordColumns.addColumn(column);
    // cost value per share - fifo
    // $NON-NLS-1$
    column = new Column("pp", Messages.ColumnPurchasePrice, SWT.RIGHT, 75);
    column.setDescription(Messages.ColumnPurchasePrice_Description);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Quote.format(((SecurityPerformanceRecord) r).getFifoCostPerSharesHeld(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fifoCostPerSharesHeld"));
    recordColumns.addColumn(column);
    // cost value per share - moving average
    // $NON-NLS-1$
    column = new Column("ppmvavg", Messages.ColumnPurchasePriceMovingAverage, SWT.RIGHT, 75);
    column.setMenuLabel(Messages.ColumnPurchasePriceMovingAverage_MenuLabel);
    column.setDescription(Messages.ColumnPurchasePriceMovingAverage_Description);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Quote.format(((SecurityPerformanceRecord) r).getMovingAverageCostPerSharesHeld(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "movingAverageCostPerSharesHeld"));
    column.setVisible(false);
    recordColumns.addColumn(column);
    // latest / current quote
    // $NON-NLS-1$
    column = new Column("quote", Messages.ColumnQuote, SWT.RIGHT, 75);
    column.setDescription(Messages.ColumnQuote_DescriptionEndOfReportingPeriod);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object element) {
            SecurityPerformanceRecord record = (SecurityPerformanceRecord) element;
            return Values.Quote.format(record.getQuote(), getClient().getBaseCurrency());
        }

        @Override
        public String getToolTipText(Object element) {
            SecurityPerformanceRecord record = (SecurityPerformanceRecord) element;
            return MessageFormat.format(Messages.TooltipQuoteAtDate, getText(element), Values.Date.format(record.getLatestSecurityPrice().getDate()));
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fifoCostPerSharesHeld"));
    recordColumns.addColumn(column);
    // market value
    // $NON-NLS-1$
    column = new Column("mv", Messages.ColumnMarketValue, SWT.RIGHT, 75);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Money.format(((SecurityPerformanceRecord) r).getMarketValue(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "marketValue"));
    recordColumns.addColumn(column);
    // fees paid
    // $NON-NLS-1$
    column = new Column("fees", Messages.ColumnFees, SWT.RIGHT, 80);
    column.setDescription(Messages.ColumnFees_Description);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Money.format(((SecurityPerformanceRecord) r).getFees(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "fees"));
    column.setVisible(false);
    recordColumns.addColumn(column);
    // taxes paid
    // $NON-NLS-1$
    column = new Column("taxes", Messages.ColumnTaxes, SWT.RIGHT, 80);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Money.format(((SecurityPerformanceRecord) r).getTaxes(), getClient().getBaseCurrency());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "taxes"));
    column.setVisible(false);
    recordColumns.addColumn(column);
    // isin
    column = new IsinColumn();
    column.getEditingSupport().addListener(new MarkDirtyListener(this));
    column.setVisible(false);
    recordColumns.addColumn(column);
    // note
    column = new NoteColumn();
    column.getEditingSupport().addListener(new MarkDirtyListener(this));
    column.setVisible(false);
    recordColumns.addColumn(column);
}

Example 7 with SecurityPerformanceRecord

use of name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord in project portfolio by buchen.

the class SecuritiesPerformanceView method createRiskColumns.

private void createRiskColumns() {
    // $NON-NLS-1$
    Column column = new Column("mdd", Messages.ColumnMaxDrawdown, SWT.RIGHT, 60);
    column.setMenuLabel(Messages.LabelMaxDrawdown);
    column.setGroupLabel(Messages.LabelRiskIndicators);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Percent2.formatNonZero(((SecurityPerformanceRecord) r).getMaxDrawdown());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "maxDrawdown"));
    recordColumns.addColumn(column);
    // $NON-NLS-1$
    column = new Column("mddduration", Messages.ColumnMaxDrawdownDuration, SWT.RIGHT, 60);
    column.setMenuLabel(Messages.LabelMaxDrawdownDuration);
    column.setGroupLabel(Messages.LabelRiskIndicators);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return String.valueOf(((SecurityPerformanceRecord) r).getMaxDrawdownDuration());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "maxDrawdownDuration"));
    recordColumns.addColumn(column);
    // $NON-NLS-1$
    column = new Column("vola", Messages.LabelVolatility, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.LabelRiskIndicators);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Percent2.format(((SecurityPerformanceRecord) r).getVolatility());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "volatility"));
    recordColumns.addColumn(column);
    // $NON-NLS-1$
    column = new Column("semivola", Messages.LabelSemiVolatility, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.LabelRiskIndicators);
    column.setVisible(false);
    column.setLabelProvider(new ColumnLabelProvider() {

        @Override
        public String getText(Object r) {
            return Values.Percent2.format(((SecurityPerformanceRecord) r).getSemiVolatility());
        }
    });
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "semiVolatility"));
    recordColumns.addColumn(column);
}

Example 8 with SecurityPerformanceRecord

use of name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord in project portfolio by buchen.

the class SecuritiesPerformanceView method createTopTable.

@Override
protected void createTopTable(Composite parent) {
    Composite container = new Composite(parent, SWT.NONE);
    TableColumnLayout layout = new TableColumnLayout();
    container.setLayout(layout);
    records = new TableViewer(container, SWT.FULL_SELECTION);
    recordColumns = new ShowHideColumnHelper(SecuritiesPerformanceView.class.getName(), getClient(), getPreferenceStore(), records, layout);
    updateTitle(getDefaultTitle());
    recordColumns.addListener(() -> updateTitle(getDefaultTitle()));
    ColumnViewerToolTipSupport.enableFor(records, ToolTip.NO_RECREATE);
    ColumnEditingSupport.prepare(records);
    createCommonColumns();
    createDividendColumns();
    addPerformanceColumns();
    createRiskColumns();
    createAdditionalColumns();
    recordColumns.createColumns();
    records.getTable().setHeaderVisible(true);
    records.getTable().setLinesVisible(true);
    records.setContentProvider(ArrayContentProvider.getInstance());
    // 
    records.addDragSupport(// 
    DND.DROP_MOVE, // 
    new Transfer[] { SecurityTransfer.getTransfer() }, new SecurityDragListener(records));
    hookContextMenu(records.getTable(), this::fillContextMenu);
    records.addSelectionChangedListener(new // NOSONAR
    ISelectionChangedListener() {

        @Override
        public void selectionChanged(SelectionChangedEvent event) {
            SecurityPerformanceRecord record = (SecurityPerformanceRecord) ((IStructuredSelection) event.getSelection()).getFirstElement();
            Security security = null;
            List<Transaction> transactionList = null;
            if (record != null) {
                transactionList = record.getTransactions();
                security = record.getSecurity();
            }
            transactions.setInput(transactionList);
            transactions.refresh();
            chart.updateChart(security);
            latest.setInput(security);
        }
    });
    records.addSelectionChangedListener(event -> {
        SecurityPerformanceRecord record = (SecurityPerformanceRecord) ((IStructuredSelection) event.getSelection()).getFirstElement();
        if (record != null)
            selectionService.setSelection(new SecuritySelection(getClient(), record.getSecurity()));
    });
    records.addFilter(new ViewerFilter() {

        @Override
        public boolean select(Viewer viewer, Object parentElement, Object element) {
            if (recordFilter.isEmpty())
                return true;
            for (Predicate<SecurityPerformanceRecord> predicate : recordFilter) {
                if (!predicate.test((SecurityPerformanceRecord) element))
                    return false;
            }
            return true;
        }
    });
    reportingPeriodUpdated();
}

Example 9 with SecurityPerformanceRecord

use of name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord in project portfolio by buchen.

the class SecuritiesPerformanceView method fillContextMenu.

private // NOSONAR
void fillContextMenu(// NOSONAR
IMenuManager manager) {
    Object selection = ((IStructuredSelection) records.getSelection()).getFirstElement();
    if (!(selection instanceof SecurityPerformanceRecord))
        return;
    Security security = ((SecurityPerformanceRecord) selection).getSecurity();
    new SecurityContextMenu(this).menuAboutToShow(manager, security);
}

Example 10 with SecurityPerformanceRecord

use of name.abuchen.portfolio.snapshot.security.SecurityPerformanceRecord in project portfolio by buchen.

the class SecuritiesPerformanceView method addPerformanceColumns.

private void addPerformanceColumns() {
    // $NON-NLS-1$
    Column column = new Column("twror", Messages.ColumnTWROR, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setMenuLabel(Messages.ColumnTWROR_Description);
    column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2, r -> ((SecurityPerformanceRecord) r).getTrueTimeWeightedRateOfReturn()));
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "trueTimeWeightedRateOfReturn"));
    recordColumns.addColumn(column);
    // internal rate of return
    // $NON-NLS-1$
    column = new Column("izf", Messages.ColumnIRR, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setMenuLabel(Messages.ColumnIRR_MenuLabel);
    column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2, r -> ((SecurityPerformanceRecord) r).getIrr()));
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "irr"));
    recordColumns.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgains", Messages.ColumnCapitalGains, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGains_Description);
    column.setLabelProvider(new MoneyColorLabelProvider(element -> ((SecurityPerformanceRecord) element).getCapitalGainsOnHoldings(), getClient().getBaseCurrency()));
    column.setVisible(false);
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "capitalGainsOnHoldings"));
    recordColumns.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgains%", Messages.ColumnCapitalGainsPercent, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setDescription(Messages.ColumnCapitalGainsPercent_Description);
    column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2, r -> ((SecurityPerformanceRecord) r).getCapitalGainsOnHoldingsPercent()));
    column.setVisible(false);
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "capitalGainsOnHoldingsPercent"));
    recordColumns.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgainsmvavg", Messages.ColumnCapitalGainsMovingAverage, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setMenuLabel(Messages.ColumnCapitalGainsMovingAverage_MenuLabel);
    column.setDescription(Messages.ColumnCapitalGainsMovingAverage_Description);
    column.setLabelProvider(new MoneyColorLabelProvider(element -> ((SecurityPerformanceRecord) element).getCapitalGainsOnHoldingsMovingAverage(), getClient().getBaseCurrency()));
    column.setVisible(false);
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "capitalGainsOnHoldingsMovingAverage"));
    recordColumns.addColumn(column);
    // $NON-NLS-1$
    column = new Column("capitalgainsmvavg%", Messages.ColumnCapitalGainsMovingAveragePercent, SWT.RIGHT, 80);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setMenuLabel(Messages.ColumnCapitalGainsMovingAveragePercent_MenuLabel);
    column.setDescription(Messages.ColumnCapitalGainsMovingAveragePercent_Description);
    column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2, r -> ((SecurityPerformanceRecord) r).getCapitalGainsOnHoldingsMovingAveragePercent()));
    column.setVisible(false);
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "capitalGainsOnHoldingsMovingAveragePercent"));
    recordColumns.addColumn(column);
    // delta
    // $NON-NLS-1$
    column = new Column("delta", Messages.ColumnAbsolutePerformance, SWT.RIGHT, 80);
    column.setDescription(Messages.ColumnAbsolutePerformance_Description);
    column.setMenuLabel(Messages.ColumnAbsolutePerformance_MenuLabel);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setLabelProvider(new MoneyColorLabelProvider(element -> ((SecurityPerformanceRecord) element).getDelta(), getClient().getBaseCurrency()));
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "delta"));
    recordColumns.addColumn(column);
    // delta percent
    // $NON-NLS-1$
    column = new Column("delta%", Messages.ColumnAbsolutePerformancePercent, SWT.RIGHT, 80);
    column.setDescription(Messages.ColumnAbsolutePerformancePercent_Description);
    column.setMenuLabel(Messages.ColumnAbsolutePerformancePercent_MenuLabel);
    column.setGroupLabel(Messages.GroupLabelPerformance);
    column.setLabelProvider(new NumberColorLabelProvider<>(Values.Percent2, r -> ((SecurityPerformanceRecord) r).getDeltaPercent()));
    // $NON-NLS-1$
    column.setSorter(ColumnViewerSorter.create(SecurityPerformanceRecord.class, "deltaPercent"));
    column.setVisible(false);
    recordColumns.addColumn(column);
}