Class DcaPlan


  • public class DcaPlan
    extends Object
    One DCA (dollar-cost averaging) investment plan.
    • Field Detail

      • planId

        public String planId
        Plan ID.
      • status

        public DCAStatus status
        Plan status.
      • symbol

        public String symbol
        Security symbol.
      • memberId

        public String memberId
        Member ID.
      • aaid

        public String aaid
        Account ID.
      • accountChannel

        public String accountChannel
        Account channel.
      • displayAccount

        public String displayAccount
        Display account.
      • market

        public Market market
        Market.
      • perInvestAmount

        public BigDecimal perInvestAmount
        Investment amount per period.
      • investFrequency

        public DCAFrequency investFrequency
        Investment frequency.
      • investDayOfWeek

        public String investDayOfWeek
        Day of week for weekly plans, e.g. "Mon".
      • investDayOfMonth

        public String investDayOfMonth
        Day of month for monthly plans.
      • allowMarginFinance

        public boolean allowMarginFinance
        Whether margin finance is allowed.
      • alterHours

        public String alterHours
        Reminder time.
      • createdAt

        public String createdAt
        Creation time.
      • updatedAt

        public String updatedAt
        Last updated time.
      • nextTrdDate

        public String nextTrdDate
        Next investment date.
      • stockName

        public String stockName
        Security name.
      • cumAmount

        public BigDecimal cumAmount
        Cumulative invested amount.
      • issueNumber

        public long issueNumber
        Number of completed investment periods.
      • averageCost

        public BigDecimal averageCost
        Average cost.
      • cumProfit

        public BigDecimal cumProfit
        Cumulative profit/loss.
    • Constructor Detail

      • DcaPlan

        public DcaPlan()