CustodyAccountValuesDto

data class CustodyAccountValuesDto(var lastValueDate: LocalDate, var custodyAccount: AmountDto, var userPreferred: AmountDto, var portfolio: AmountDto? = null, var lastEndYear: AmountDto? = null)

Current value position of the custody account in the currencies used by the user..

  • custodyAccount - Value of the custody account in the currency of the account.
  • userPreferred - Value of the portfolio in the customer's preferred currency.
  • portfolio - Value of the custody account in the currency of the portfolio.
  • lastEndYear - The last year-end value of the custody account.
  • Parameters

    lastValueDate

    Date of last valuation.

    custodyAccount
    userPreferred
    portfolio
    lastEndYear

Constructors

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constructor(lastValueDate: LocalDate, custodyAccount: AmountDto, userPreferred: AmountDto, portfolio: AmountDto? = null, lastEndYear: AmountDto? = null)

Properties

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@Valid
var portfolio: AmountDto?
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