Class: Quovo::Models::Portfolio

Inherits:
Base
  • Object
show all
Defined in:
lib/quovo/models/portfolio.rb

Constant Summary collapse

CATEGORIES = 
{
  'Investment' => %w(
    401a 401k 403b 457b 529
    Brokerage\ Account
    Education\ Savings\ Account
    Health\ Reimbursement\ Arrangement
    Health\ Savings\ Account
    IRA
    Non-Taxable\ Brokerage\ Account
    Pension
    Profit\ Sharing\ Plan
    Roth\ 401k Roth\ IRA SEP\ IRA Simple\ IRA
    Stock\ Plan
    Thrift\ Savings\ Plan
    UGMA UTMA
    Variable\ Annuity
  ),
  'Banking'    => %w(Certificate\ of\ Deposit Checking Credit\ Card Savings),
  'Insurance'  => %w(
    Annuity Fixed\ Annuity Insurance
    Term\ Life\ Insurance
    Universal\ Life\ Insurance
    Variable\ Life\ Insurance
    Whole\ Life\ Insurance
  ),
  'Loan'       => %w(Auto\ Loan Loan Mortgage Student\ Loan),
  'Other'      => %w(Alternative Limited\ Partnership Misc Real\ Estate),
  'Unknown'    => %w(Unknown)
}.freeze

Instance Method Summary collapse

Methods inherited from Base

#[], fields, #initialize, #to_h, #to_hash

Constructor Details

This class inherits a constructor from Quovo::Models::Base

Instance Method Details

#last_change ⇒ Object 



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# File 'lib/quovo/models/portfolio.rb', line 58

def last_change
  @last_change.to_time
end