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
    RRSP RESP RRIF LIRA LRSP LRIF LIF RLIF TFSA RDSP PRIF
  ),
  'Banking'    => %w(Certificate\ of\ Deposit Checking Credit\ Card Savings Misc.\ Banking),
  '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 HELOC),
  '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 59

def last_change
  @last_change.to_time
end