https://github.com/tedyoung/portfolio-tdd

TDD Starter for a simple stock portfolio tracker
https://github.com/tedyoung/portfolio-tdd

Last synced: about 1 year ago
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TDD Starter for a simple stock portfolio tracker

• Host: GitHub
• URL: https://github.com/tedyoung/portfolio-tdd
• Owner: tedyoung
• Created: 2020-09-03T00:47:01.000Z (almost 6 years ago)
• Default Branch: main
• Last Pushed: 2020-09-03T04:02:55.000Z (almost 6 years ago)
• Last Synced: 2025-03-08T02:04:51.797Z (over 1 year ago)
• Language: Java
• Size: 62.5 KB
• Stars: 1
• Watchers: 2
• Forks: 2
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

          
# Getting Started

Test-driving the development of a simple stock portfolio tracking system.

## Simplifying Assumptions

* USA stock symbols for sample data

* Pricing in whole dollars (stored as an int)

* Currency is in $

* Equities

* Transactions have date without time

* Console (terminal) based interface to start with

## Features

* Open portfolio with initial deposit

* View total value of portfolio

    * Cash

    * Stock holdings current value

* Buy a stock, enter:

    * Symbol

    * Quantity

    * Share price

    * Date

* Sell a stock, enter:

    * Symbol

    * Quantity

    * Share price

    * Date

### Optional

* Close a position, enter:

    * Symbol

    * Price sold

    * (uses today's date)

* View transactions

* Obtain pricing data from https://iexcloud.io/docs/api/#rest-how-to

    * https://iexcloud.io/docs/api/#quote

    * Sample: https://sandbox.iexapis.com/stable/stock/AAPL/quote?token=Tpk_c8187b42b499474fafb1cb44c3175c87

## Concrete Examples

* Open a portfolio and deposit $10,000 -- G/W/T

    Given a new portfolio

    When I deposit 10,000

    Then its value is 10,000

* Purchase 200 shares of AAPL at $125 on 2020/08/28 -- G/W/T

    Given a new portfolio

    When I purchase 200 shares of AAPL at $125 on 2020/08/28

    Then its value is 200*125

* View Portfolio shows 200 shares of aapl valued at $25,000

* View portfolio:

    Given a portfolio with cash balance and a stock holding

    When we ask it to be displayed

    Then it displays two items: one for the cash and one for the stock holding

* Sell 200 shares of AAPL at $131 on 2020/09/01

    Given a portfolio with 200 shares of AAPL

    When we sell 200 shares at $131

    Then increases cash by 200*131

    And removes holding from portfolio

    

* View portfolio shows present value of stock holdings based on current prices