Creating a Portfolio :: Classes and Objects (Programming)

Programming

Creating a Portfolio

Suppose you have implemented a collection of asset subclasses in a manner similar to the stock class. You can then use a portfolio object to present the individual's financial portfolio. For example, given the following assets

XYZStock = stock('XYZ', 200, 12);
SaveAccount = savings('Acc # 1234', 2000, 3.2);
Bonds = bond('U.S. Treasury', 1600, 12);

create a portfolio object:

p = portfolio('Gilbert Bates',XYZStock,SaveAccount,Bonds)

The portfolio display method summarizes the portfolio contents (because this statement is not terminated by a semicolon).

Descriptor: XYZ
Date: 24-Nov-1998
Current Value:   2400.00
Type: stock
Number of shares: 200
Share price: 12.00 
Descriptor: Acc # 1234
Date: 24-Nov-1998
Current Value:   2000.00
Type: savings
Interest Rate: 3.2%
Descriptor: U.S. Treasury
Date: 24-Nov-1998
Current Value:   1600.00
Type: bond
Interest Rate: 12%
Assets for Client: Gilbert Bates
Total Value:   6000.00

The portfolio pie3 method displays the relative mix of assets using a pie chart.

```
pie3(p)
```

The Portfolio pie3 Method Saving and Loading Objects