The Portfolio pie3 Method :: Classes and Objects (Programming)

Programming

The Portfolio pie3 Method

The portfolio class overloads the MATLAB pie3 function to accept a portfolio object and display a 3-D pie chart illustrating the relative asset mix of the client's portfolio. MATLAB calls the @portfolio/pie3.m version of pie3 whenever the input argument is a single portfolio object.

function pie3(p)
% PIE3 Create a 3-D pie chart of a portfolio
stockAmt = 0; bondAmt = 0; savingsAmt = 0;
for k = 1:length(p.indAssets)
   if isa(p.indAssets{k}, 'stock')
      stockAmt = stockAmt + ...
         get(p.indAssets{k}, 'CurrentValue');
   elseif isa(p.indAssets{k}, 'bond')
      bondAmt = bondAmt + ...
         get(p.indAssets{k}, 'CurrentValue');
   elseif isa(p.indAssets{k}, 'savings')
      savingsAmt = savingsAmt + ...
         get(p.indAssets{k}, 'CurrentValue');
   end
end
i = 1;
if stockAmt ~= 0
   label(i) = {'Stocks'};
   pieVector(i) = stockAmt;
   i = i + 1;
end
if bondAmt ~= 0
   label(i) = {'Bonds'};
   pieVector(i) = bondAmt;
   i = i + 1;
end
if savingsAmt ~= 0
   label(i) = {'Savings'};
   pieVector(i) = savingsAmt;
end
pie3(pieVector, label)
set(gcf, 'Renderer', 'zbuffer')
set(findobj(gca, 'Type', 'Text'), 'FontSize', 14)
cm = gray(64);
colormap(cm(48:end, :))
stg(1) = {['Portfolio Composition for ', p.name]};
stg(2) = {['Total Value of Assets: $', num2str(p.totalValue)]};
title(stg, 'FontSize', 12)

There are three parts in the overloaded pie3 method.

The first uses the asset subclass get methods to access the CurrentValue property of each contained object. The total value of each class is summed.
The second part creates the pie chart labels and builds a vector of graph data, depending on which objects are present.
The third part calls the MATLAB pie3 function, makes some font and colormap adjustments, and adds a title.

The Portfolio display Method Creating a Portfolio