aGOAL Struct Reference

Public Member Functions
	aGOAL (int investor_id=0)
	constructor More...
void	set_from_db ()
void	set_to_pstmnt ()
bool	save ()
bool	add_to_db ()
void	save_results ()
bool	set_goal_type (string g_type)
	saves the benchmark and savings plan, !!! TODO More...
bool	set_amount (string amnt)
	Needs goal_type to be set first. More...
bool	set_description (string desc)
bool	set_currency (string curr)
bool	set_priority (string imp)
	check if exists, if not then add the default More...
bool	set_from_date (string f_date)
bool	set_till_date (string t_date)
bool	set_frequency (string freq)
bool	set_realization_age (string real_age, float actual_age)
bool	set_max_shortfall (string shortfall)
int	show_graph_till_MNbr ()

Public Attributes
int	goal_id
	variables stored in database before investment_problem.solve(): More...
int	investor = 0
int	goal_type
	(0, "unallocated"), (1, "amount@date"), (2, "income from/to"), (3, "rainy day savings"), (4, "amount asap"); More...
float	amount
float	target_amount
	target_amount is for goal_type amount More...
std::map< int, float >	means_goal
	the means implied by the goal (eg. the regular income during retirement for goal type income from/to) More...
string	description
string	currency
int	priority
string	from_date
string	till_date
string	frequency
float	realization_age
float	max_shortfall
float	alpha = 0.1
	variables calculated and allocated during investment_problem.solve() BEFORE solution: More...
int	realization_monthNbr
std::map< int, float >	saving_plan
	variables calculated and allocated during investment_problem.solve() AFTER solution: More...
int	optimal_portf
float	realized_shortfall
std::map< int, float >	benchmark
std::string	remarks
string	color
string	color_followup
bool	success
string	simulation_string = ""
	a string containing the simulated values of the advised portfolio [45,1000], [45,083, 1100], etc.]] More...
float	simulation_endvalue = 0
	the last value obtained by the simulation (only used in the Follow-Up screens to allow the evolution to start from the end-value of the simulation) More...
string	s_low = ""
	javaScript variable for the lower quantile as [[45,100], [45.1,101],....] More...
string	s_exp = ""
string	s_high = ""
	javaScript variable for the expecpted evolution More...
string	s_goal = ""
	javaScript variable for the upper quantile More...

Friends
ostream &	operator<< (ostream &os, const aGOAL &the_goal)
	other functions: More...

Detailed Description

struct aGOAL

Definition at line 5 of file aGOAL.struct.cpp.

Constructor & Destructor Documentation

aGOAL::aGOAL ( int  investor_id = 0 )

inline

constructor

Definition at line 8 of file aGOAL.struct.cpp.

Member Function Documentation

bool aGOAL::add_to_db

(

)

Definition at line 280 of file aGOAL.struct.cpp.

bool aGOAL::save

(

)

save

Definition at line 327 of file aGOAL.struct.cpp.

void aGOAL::save_results

(

)

bool aGOAL::set_amount

(

string

amnt

)

Needs goal_type to be set first.

Definition at line 142 of file aGOAL.struct.cpp.

bool aGOAL::set_currency

(

string

curr

)

Definition at line 148 of file aGOAL.struct.cpp.

bool aGOAL::set_description

(

string

desc

)

Definition at line 163 of file aGOAL.struct.cpp.

bool aGOAL::set_frequency

(

string

freq

)

Definition at line 208 of file aGOAL.struct.cpp.

bool aGOAL::set_from_date

(

string

f_date

)

Definition at line 223 of file aGOAL.struct.cpp.

void aGOAL::set_from_db

(

)

set_from_db

assumes that a result set of my_sql is active an loads its content in the object

< (0, "unallocated"), (1, "amount@date"), (2, "income from/to"), (3, "rainy day savings"), (4, "amount asap");

Definition at line 362 of file aGOAL.struct.cpp.

bool aGOAL::set_goal_type

(

string

g_type

)

saves the benchmark and savings plan, !!! TODO

Definition at line 126 of file aGOAL.struct.cpp.

bool aGOAL::set_max_shortfall

(

string

shortfall

)

Definition at line 268 of file aGOAL.struct.cpp.

bool aGOAL::set_priority

(

string

imp

)

check if exists, if not then add the default

Definition at line 177 of file aGOAL.struct.cpp.

bool aGOAL::set_realization_age	(	string	real_age,
		float	actual_age
	)

set_realization_age

this will also set the from_date = to_date and frequency NOT to be used for a income-type-goal!!

Definition at line 189 of file aGOAL.struct.cpp.

bool aGOAL::set_till_date

(

string

t_date

)

set_till_date

assumes that from_date is already set and valid!!!!!

Definition at line 242 of file aGOAL.struct.cpp.

void aGOAL::set_to_pstmnt

(

)

Definition at line 381 of file aGOAL.struct.cpp.

int aGOAL::show_graph_till_MNbr

(

)

Friends And Related Function Documentation

ostream& operator<< ( ostream &  os, const aGOAL &  the_goal  )

friend

other functions:

overload the << operator to output the goal in a readable format

Definition at line 80 of file aGOAL.struct.cpp.

Member Data Documentation

float aGOAL::alpha = 0.1

variables calculated and allocated during investment_problem.solve() BEFORE solution:

Definition at line 29 of file aGOAL.struct.cpp.

float aGOAL::amount

Definition at line 14 of file aGOAL.struct.cpp.

std::map<int, float> aGOAL::benchmark

Definition at line 35 of file aGOAL.struct.cpp.

string aGOAL::color

Definition at line 37 of file aGOAL.struct.cpp.

string aGOAL::color_followup

Definition at line 38 of file aGOAL.struct.cpp.

string aGOAL::currency

Definition at line 20 of file aGOAL.struct.cpp.

string aGOAL::description

Definition at line 19 of file aGOAL.struct.cpp.

string aGOAL::frequency

Definition at line 24 of file aGOAL.struct.cpp.

string aGOAL::from_date

Definition at line 22 of file aGOAL.struct.cpp.

int aGOAL::goal_id

variables stored in database before investment_problem.solve():

Definition at line 11 of file aGOAL.struct.cpp.

int aGOAL::goal_type

(0, "unallocated"), (1, "amount@date"), (2, "income from/to"), (3, "rainy day savings"), (4, "amount asap");

Definition at line 13 of file aGOAL.struct.cpp.

int aGOAL::investor = 0

Definition at line 12 of file aGOAL.struct.cpp.

float aGOAL::max_shortfall

Definition at line 26 of file aGOAL.struct.cpp.

std::map<int, float> aGOAL::means_goal

the means implied by the goal (eg. the regular income during retirement for goal type income from/to)

Definition at line 17 of file aGOAL.struct.cpp.

int aGOAL::optimal_portf

Definition at line 33 of file aGOAL.struct.cpp.

int aGOAL::priority

Definition at line 21 of file aGOAL.struct.cpp.

float aGOAL::realization_age

Definition at line 25 of file aGOAL.struct.cpp.

int aGOAL::realization_monthNbr

Definition at line 30 of file aGOAL.struct.cpp.

float aGOAL::realized_shortfall

Definition at line 34 of file aGOAL.struct.cpp.

std::string aGOAL::remarks

Definition at line 36 of file aGOAL.struct.cpp.

string aGOAL::s_exp = ""

Definition at line 43 of file aGOAL.struct.cpp.

string aGOAL::s_goal = ""

javaScript variable for the upper quantile

javaScript variable for the goal

Definition at line 45 of file aGOAL.struct.cpp.

string aGOAL::s_high = ""

javaScript variable for the expecpted evolution

Definition at line 44 of file aGOAL.struct.cpp.

string aGOAL::s_low = ""

javaScript variable for the lower quantile as [[45,100], [45.1,101],....]

Definition at line 42 of file aGOAL.struct.cpp.

std::map<int, float> aGOAL::saving_plan

variables calculated and allocated during investment_problem.solve() AFTER solution:

Definition at line 32 of file aGOAL.struct.cpp.

float aGOAL::simulation_endvalue = 0

the last value obtained by the simulation (only used in the Follow-Up screens to allow the evolution to start from the end-value of the simulation)

Definition at line 41 of file aGOAL.struct.cpp.

string aGOAL::simulation_string = ""

a string containing the simulated values of the advised portfolio [45,1000], [45,083, 1100], etc.]]

Definition at line 40 of file aGOAL.struct.cpp.

bool aGOAL::success

Definition at line 39 of file aGOAL.struct.cpp.

float aGOAL::target_amount

target_amount is for goal_type amount

for goal_type 1 this is the target amount, for goal_type 2 this is the monthly income, for goal_type 3 this is the fixe amount needed

Date

the same as amount, for "income" goal, it is zero, etc.

Definition at line 16 of file aGOAL.struct.cpp.

string aGOAL::till_date

Definition at line 23 of file aGOAL.struct.cpp.

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The documentation for this struct was generated from the following file:

• aGOAL.struct.cpp