Phase 2 of the big project

You can now checkout the blank project 2 from the repository:

svn checkout file:///cslab/class/cs335/XXXXX/projrepos/proj2

where "XXXXX" is tdjd or sbcj.

As we discussed in class, the first thing you'll need to do with your new partners is

• Look at each other's code, point out the drawbacks and strengths, learn from each other, and merge them into one code base.
• Fix up anything from phase 1 that's not quite right--- unless something in phase 2 makes it obsolete or irrelevant.

The portfolio needs to keep information (from the user's perspective, at least) on each stock's date of purchase, basis (total original value), number of shares, and current price per share. The portfolio is manipulated, we will now distinguish between the following four events:

• A correction-- the user edits the old information to modify what was previously entered.
• A price change-- an update to the price per share of a stock because of a change in the market price.
• A stock split-- the number of shares changes because a company decides to split its stock to reduce its price per share. Notice that this does not affect the basis.
• A transaction-- the user purchases stock or sells stock. For a purchase, the user must enter the stock name, symbol, date, basis, number of shares, and (if the stock is not already in the portfolio) and initial current price. For a sale, the user must enter the symbol, number of shares, and the settled price per share.
• A stock buyout-- very similar to a sale; the represents an event where a company is bought out and the investers are given cash for their stake in the old company.
• A spin-off-- very much like a purchase; a company spins off a division into its own company, and gives investers a stake in the new company.

The portfolio must also keep track of (store or compute) the following information:

• For each stock, the profit or loss on the investment.
• For the portfolio, the capital gains or loss. This is the amount of money the investor has made or lost in investments that have been sold. A sale or buyout will affect this. Here's one of many articles that gives some information on computing capital gain, espcially on computing a basis when there were multiple purchase of the same stock and you are selling part of your investment in that stock. I recommend always selling the oldest shares (rather than allowing the user to choose).
• For the portfolio, a history of events (everything listed above except corrections; a correction would imply an edit to the history as well).

Finally, there should be an undo/redo operation; this does not have to be persistent across times when the user opens the portfolio.

DUE:Monday, Nov 5.