https://github.com/ankitwasankar/mftool-java

Java Mutual Fund Library
https://github.com/ankitwasankar/mftool-java

java mutual-fund-api mutual-funds

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Java Mutual Fund Library

• Host: GitHub
• URL: https://github.com/ankitwasankar/mftool-java
• Owner: ankitwasankar
• License: mit
• Created: 2021-07-13T09:09:28.000Z (over 3 years ago)
• Default Branch: master
• Last Pushed: 2023-11-06T16:26:10.000Z (about 1 year ago)
• Last Synced: 2024-05-03T00:34:00.624Z (8 months ago)
• Topics: java, mutual-fund-api, mutual-funds
• Language: Java
• Homepage:
• Size: 199 KB
• Stars: 41
• Watchers: 4
• Forks: 34
• Open Issues: 1
• Metadata Files:
  • Readme: readme.md
  • License: license.md

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• fucking-awesome-readme - ankitwasankar/mftool-java - Project logo with a short display of what can be achieved with it, TOC for easy navigation, important badges, clean installation guide, and multiple code snippets showing how to use the functionality. (Examples)
• awesome-readme - ankitwasankar/mftool-java - Project logo with a short display of what can be achieved with it, TOC for easy navigation, important badges, clean installation guide, and multiple code snippets showing how to use the functionality. (Examples)

README

        


  

    

  





 







&nbsp 





  This repository contains the MF TOOL - JAVA source code.

  MF TOOL - JAVA is a Java library developed to ease the process of working with Indian Mutual Funds. It's powerful, actively maintained and easy to use.





Introduction  • 

Installation  • 

Usage  • 

Documentation  • 

Issue?



# Introduction

This mf-tool java library provides simple APIs/functions/methods to work with Indian Mutual Funds. You can:

- Fetch a list of all mutual fund schemes.

- Fetch a list of matching mutual fund schemes based on provided keywords.

- Fetch historic or current NAV (Net Asset Value) for a fund.

- Fetch details for a fund and fund house.

- Integrate this with any Java project.

## Installation

##### Maven

```

  com.webencyclop.core

  mftool-java

  1.0.4

```

##### Graddle

```

implementation 'com.webencyclop.core:mftool-java:1.0.4'

```

For other dependency management tool, please visit

https://search.maven.org/artifact/com.webencyclop.core/mftool-java

## Usage

Sample code that shows how to use the library:


```

MFTool tool = new MFTool();

tool.matchingScheme("Axis");   //-- get a list of all schemes with Axis in its name

tool.getCurrentNav("120503");  //-- get current nav

```

The other available methods are described in the next section.

## Documentation

Multiple methods provide ways to work with mutual funds and related data. Those are listed below in detail.

### 1. How to initialize an MFTool object

```

MFTool tool = new MFTool();

```

This will create the object for you, but it's recommended that you create this object as a singleton object.

The object uses a caching mechanism, which under-the-hood caches the values of historic nav and other static information to improve the performance. 


If you are using the Spring project, you can create the bean in ``@Configuration`` configuration class.

```

@Configuration

public class MFToolConfig{

    @Bean

    public MFTool initializeMfTool() {

        MFTool tool = new MFTool();

        return tool;

    }

}

```

You can use MFTool in other services using ``@Inject`` or ``@autowired`` annotation.

```

@Service

public class MyService {

    

    @Autowired

    private MFTool tool;

    public void getCurrentNav(String scheme) {

        BigDecimal nav = tool.getCurrentNav(scheme);

    }

}

```

### 2. How to fetch a list of all mutual fund schemes

```

@Service

public class MyService {

    

    @Autowired

    private MFTool tool;

    public List fetchListOfAllMutualFundSchemes() {

        List list = tool.allSchemes();

    }

}

```

### 3. How to fetch a list of all schemes matching a keyword

```

@Service

public class MyService {

    

    @Autowired

    private MFTool tool;

    public List getCurrentNav(String schemeCode) {

        List list = tool.matchingScheme("Axis"); 

        // This will fetch MF schemes that have "Axis" in the name.

    }

}

```

### 4. Current NAV for the mutual fund scheme

An example schemeCode is 120503 (_Axis Long Term Equity Fund - Direct Plan - Growth Option_).


When we fetch a list of mutual funds, we get the scheme-name, and its corresponding schemeCode.


A scheme code uniquely identifies the mutual fund scheme.

```

@Service

public class MyService {

    

    @Autowired

    private MFTool tool;

    public List fetchListSchemes(String schemeCode) {

        BigDecimal nav = tool.getCurrentNav(schemeCode);

    }

}

```

### 5. NAV on specific date for the scheme

LocalDate is used to define the date. For example:


``LocalDate date = LocalDate.parse("2021-07-13");``

```

@Service

public class MyService {

    

    @Autowired

    private MFTool tool;

    public List getNavOnDate(String schemeCode, LocalDate date) {

        BigDecimal nav = tool.getNavFor("120503", date);

    }

}

```

### 6. List of historic NAV for the scheme

This method provides a list of all the NAVs for the given scheme.

```

@Service

public class MyService {

    

    @Autowired

    private MFTool tool;

    public List getNavOnDate(String schemeCode) {

        List list = tool.historicNavForScheme(schemeCode);

    }

}

```

## Issue

This repository is maintained actively, so if you face any issue please raise an issue.

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