mxydls / portfolio

A simple tool to calculate the overall performance of an investment portfolio.

About

A simple tool to calculate the overall performance of an investment portfolio.

See http://www.portfolio-performance.info for more details.

Prerequisites

• Java 8
• Maven
• Eclipse

Building with Maven

Configure

Mac OS X / Linux

export MAVEN_OPTS="-Xmx1g"

Windows

set MAVEN_OPTS="-Xmx1g"

Build

Run Maven 3.x.x in the 'portfolio-app' directory:

mvn clean install

Developing with Eclipse

Setup

To develop, use Eclipse IDE plus the Plug-in Development Environment (PDE).

Clone the git repository.

Import projects by

• selecting "Import Projects..." on the Git repository in the Git perspective
• choosing "File" > "Import..." > "Existing Projects into Workspace" from the menu

After importing the Portfolio Performance projects in Eclipse, they will not compile due to missing dependencies: the target platform is missing.

Generate Target Platform

Run Maven once in the 'portfolio-app' directory with the following parameter:

mvn clean install -Dgenerate-target-platform=true

Set Target Platform

• Open the portfolio-app project
• Open the ide-target-platform/portfolio-ide.target file (this may take a while as it requires Internet access)
• In the resulting editor, click on the "Set as Target Platform" link at the top right (this may also take a while)

Run Program

• Open the portfolio-product project
• Open the name.abuchen.portfolio.product file
• In the resulting editor, click on the "Launch an Eclipse application" link

To run the unit tests

• Right click on the name.abuchen.portfolio.tests project
• Choose "Run As..." -> "JUnit Plug-in Test".

License

Eclipse Public License http://www.eclipse.org/legal/epl-v10.html