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Code Issues Releases Activity Actions

Fix holding avg cost calculation

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This commit is contained in:
Zach Gollwitzer 2024-12-12 15:11:06 -05:00
parent 800eb4c146
commit 027c18297b
3 changed files with 15 additions and 3 deletions
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9
test/models/account/holding_test.rb
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@ -20,11 +20,20 @@ class Account::HoldingTest < ActiveSupport::TestCase
end
test "calculates simple average cost basis" do
create_trade(@amzn.security, account: @account, qty: 10, price: 212.00, date: 1.day.ago.to_date)
create_trade(@amzn.security, account: @account, qty: 15, price: 216.00, date: Date.current)
create_trade(@nvda.security, account: @account, qty: 5, price: 128.00, date: 1.day.ago.to_date)
create_trade(@nvda.security, account: @account, qty: 30, price: 124.00, date: Date.current)
assert_equal Money.new((212.0 + 216.0) / 2), @amzn.avg_cost
assert_equal Money.new((128.0 + 124.0) / 2), @nvda.avg_cost
end
test "calculates total return trend" do
@amzn.stubs(:avg_cost).returns(Money.new(214.00))
@nvda.stubs(:avg_cost).returns(Money.new(126.00))
# Gained $30, or 0.93%
assert_equal Money.new(30), @amzn.trend.value
assert_in_delta 0.9, @amzn.trend.percent, 0.001