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Build sample portfolio deterministically (#993)

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Zach Gollwitzer 2024-07-17 08:57:28 -04:00 • committed by GitHub
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17
app/models/demo/generator.rb
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@ -197,10 +197,21 @@ class Demo::Generator
balance: 100000, balance: 100000,
institution: family.institutions.find_or_create_by(name: "Robinhood") institution: family.institutions.find_or_create_by(name: "Robinhood")
15.times do aapl = Security.find_by(symbol: "AAPL")
tm = Security.find_by(symbol: "TM")
msft = Security.find_by(symbol: "MSFT")
trades = [
{ security: aapl, qty: 20 }, { security: msft, qty: 10 }, { security: aapl, qty: -5 },
{ security: msft, qty: -5 }, { security: tm, qty: 10 }, { security: msft, qty: 5 },
{ security: tm, qty: 10 }, { security: aapl, qty: -5 }, { security: msft, qty: -5 },
{ security: tm, qty: 10 }, { security: msft, qty: 5 }, { security: aapl, qty: -10 }
]
trades.each do |trade|
date = Faker::Number.positive(to: 730).days.ago.to_date date = Faker::Number.positive(to: 730).days.ago.to_date
security = securities.sample security = trade[:security]
qty = Faker::Number.between(from: -10, to: 10) qty = trade[:qty]
price = Security::Price.find_by!(isin: security.isin, date: date).price price = Security::Price.find_by!(isin: security.isin, date: date).price
name_prefix = qty < 0 ? "Sell " : "Buy " name_prefix = qty < 0 ? "Sell " : "Buy "