CustodyPositionValueProfitDto

data class CustodyPositionValueProfitDto(var amountForward: BigDecimal? = null, var percentBasedOnExchangeRate: BigDecimal? = null, var percentBasedOnSecurityPrice: BigDecimal? = null, var percentTotal: BigDecimal? = null, var percentPerformanceTotal: BigDecimal? = null)

Profit or loss details of the position.

Parameters

amountForward

Unrealized gain in portfolio currency based on the current rate and the portfolio currency.

percentBasedOnExchangeRate

Unrealized gain in percent based on the exchange rate.

percentBasedOnSecurityPrice

Unrealized gain in percent based on the price of the security.

percentTotal

Unrealizable gain in percent based on the price of the security and the exchange rate.

percentPerformanceTotal

Total performance profit or loss as a percentage. Depending on the backend, this can be a TWR (time-weight return), MWR (money-weight return) or mixed value.

Constructors

Link copied to clipboard
constructor(amountForward: BigDecimal? = null, percentBasedOnExchangeRate: BigDecimal? = null, percentBasedOnSecurityPrice: BigDecimal? = null, percentTotal: BigDecimal? = null, percentPerformanceTotal: BigDecimal? = null)

Properties

Link copied to clipboard
Link copied to clipboard