bhuvangoel04 / portfolio_management_system

Portfolio Management System

OOPS Project

Overview

The Portfolio Management System is a C++ application designed to manage and monitor the performance of various financial entities, including assets and liabilities, within a mutual fund. The system allows users to add, view, sort, and search for financial entities, making it easier to track the overall value and composition of a mutual fund.

Features

Asset and Liability Management: Add and manage different financial entities (Assets and Liabilities) within a mutual fund.
Portfolio Display: View the details of all assets and liabilities in the mutual fund.
Total Value Calculation: Calculate and display the total value of the mutual fund.
Sorting: Sort the portfolio based on the current value of the financial entities.
Entity Search: Search for specific financial entities by name within the portfolio.

Code Structure

FinancialEntity (Base Class)

Represents a general financial entity with attributes like name and current value. Contains pure virtual functions for displaying details (showDetails) and getting the current value.

Asset (Derived Class):

Represents an asset in the portfolio. Overrides showDetails to display asset-specific information.

Liability (Derived Class):

Represents a liability in the portfolio. Overrides showDetails to display liability-specific information.

MutualFund (Class):

Manages a collection of financial entities (assets and liabilities). Provides functionalities to add entities, display the portfolio, calculate total value, sort entities by value, and search for entities by name.