• NAME
• SYNOPSIS
• PROPERTIES
• REGULATORY FEES

NAME

Finance::StockAccount::AccountTransaction

SYNOPSIS

    my $stock = Finance::StockAccount::Stock->new({
        symbol          => 'FTR',
        exchange        => 'NASDAQ',
    });

    my $at = Finance::StockAccount::AccountTransaction->new({
        tm              => $tm,
        action          => 'buy',
        stock           => $stock,
        quantity        => 800,
        price           => 7.11,
        commission      => 8.95,
        regulatoryFees  => 0.01,
    });

    $at->accounted(100);

    

    print $st->price(), "\n"; # prints number 7.11

PROPERTIES

These are the public properties of a StockAccount::Transaction object:

    date                # 'presumed' DateTime object.  See http://datetime.perl.org/wiki/datetime/dashboard and discussion below.
    action              # One of module constants BUY, SELL, SHORT, COVER
    stock               # A Finance::StockAccount::Stock object
    quantity            # How many shares were bought or sold, e.g. 100 or 5.
    price               # Numeric representation of price, e.g. 4.65 instead of the string '$4.65'.
    commission          # Numeric representation of commission in same currency, e.g. 8.95 instead of the string '$8.95'.
    regulatoryFees      # Numeric representation of the regulatory fees, see section on "Regulatory Fees" below.
    otherFees           # Numeric aggregation of any other fees not included in commission and regulatory fees.

Any public property can be instantiated in the new method, set with a method matching the name of the property, such as $st-date($dt)>, or set with the set method, e.g. $st-set({date => $dt})>, as specified further in the method description below.

Public properties can also be retrieved by the same method matching the name of the property when no parameter is passed, e.g. $st-date()>. Or by the get method with a string naming the property, e.g. $st-get('price')>.

All properties can also be read or written directly with a hash dereference. Some people don't consider this good object-oriented practice, but I won't stop you if that's what you want to do. E.g. $st-{date} = $dt> or $st-{price}>.

REGULATORY FEES

In the United States the Securities and Exchange Commission imposes regulatory fees on stock brokers or dealers. Instead of paying these with their profits, these for-profit companies often pass these fees onto their customers directly. The regulatoryFees property could be used for similar purposes in other jurisdictions.

See http://www.sec.gov/answers/sec31.htm for more information.