TOPs:Portfolio
From ExtractValue Wiki
A Portfolio is an aggregation of Orders. It is used to denote a package of demanded goods or services as specified by the user. Portfolios can also be transacted.
Contents |
Specs
Permissions
- Should be able to change Permissions (private, restricted, public - but not limited)
Portfolio Value
- The Portfolio Value is not a required field
- This caches the cumulative sum of the values of all Orders
- To have a starting value for the Portfolio, the first Order must be an addition of funds
Adding/withdrawing Funds
- Additions or withdrawals to the Value can be made by instantiating an Order with the Product ID as null and the quantity as 1
- e.g., Addding $10,000 would look like "Buy 1 of <product id = null> at $10,000"
