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\ Savings\ Account
    IRA
    Non-Taxable\ Brokerage\ Account
    Pension
    Roth\ IRA Roth\ 401k Simple\ IRA SEP\ IRA
    Thrift\ Savings\ Plan
    Profit\ Sharing\ Plan
    Stock\ Plan
    Minor\ Custodial\ Account
  ),
  'Banking'    => %w(Checking Credit\ Card Savings),
  'Insurance'  => %w(Annuity Fixed\ Annuity Insurance Variable\ Annuity),
  'Loan'       => %w(Loan Mortgage Student\ Loan),
  '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 



47
48
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# File 'lib/quovo/models/portfolio.rb', line 47

def last_change
  @last_change.to_time
end