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43 lines
1.3 KiB
Lua
43 lines
1.3 KiB
Lua
function generate()
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accounts = get_accounts()
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securities = get_securities()
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default_currency = get_default_currency()
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series_map = {}
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totals_map = {}
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t = tabulation.new(1)
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t:title("Current Asset Allocation")
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t:label(1, "Assets")
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for id, security in pairs(securities) do
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totals_map[id] = 0
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series_map[id] = t:series(tostring(security))
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end
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for id, acct in pairs(accounts) do
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if acct.type == account.Asset or acct.type == account.Investment or acct.type == account.Bank or acct.type == account.Cash then
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balance = acct:balance()
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multiplier = 1
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if acct.security ~= default_currency and balance.amount ~= 0 then
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price = acct.security:closestprice(default_currency, date.now())
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if price == nil then
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--[[
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-- This should contain code to warn the user that their report is missing some information
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--]]
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multiplier = 0
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else
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multiplier = price.value
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end
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end
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totals_map[acct.security.SecurityId] = balance.amount * multiplier + totals_map[acct.security.SecurityId]
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end
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end
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for id, series in pairs(series_map) do
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series:value(1, totals_map[id])
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end
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return t
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end
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