16:332:503 Project: Account Management System
For this project, you will be writing an account management system which will manage a stock portfolio account and a bank account.
Please use an inheritance structure for the classes used in the program. Create an abstract base class ‘Account’ that has two derived classes ‘StockAccount’ and ‘BankAccount’.
The ‘StockAccount’ and ‘BankAccount’ information should be connected to each other through CASH BALANCE.
Stock portfolio account and Bank account will share a common initial balance of 10000$ available in your bank account. This balance keeps changing as the transactions goes on.
Stock Portfolio Account
For the stock portfolio account portion, you will need to use stock information stored in Results.txt files to create a portfolio managing system. (There are two files of result.txt attached with the project description. This is to mimic the changes in stock prices. The two files have same stock symbols with different prices. Hence your program should randomly choose one stock value from one of the two given files for all the transactions. Feel free to generate as many of your own txt files or you may pull real time data from any financial websites.)
This portfolio system needs to store the account information in text files so that when the program is closed the account information does not get lost. Each time the program is run, it needs to read the current account information from the text files. Whenever a transaction is made, please store the information in a text file (See below for more details). Whenever the program exits, store the total portfolio value and current cash balance along with the current date and time in a separate text file to keep a record of the history of the portfolio values (to be used when graphing the history of portfolio values). This file will be accessed by both ‘BankAccount’ and ‘StockAccount’ class. The common purpose of both the accounts is to access the current cash balance information in this file. Whenever the program exits and starts again, it shall use this updated balance and not the intial balance of $10000.
Please use a Doubly linked list in the ‘StockAccount’ class to store the portfolio stock information. Each node should contain the stock symbol and the number of shares of that stock in the portfolio. Please implement the Doubly linked list yourself (don’t use STL). You can use your implementation from the homework assignment. You can use whatever data structures (including STL structures) you want for the other data used in the program, but please use doubly linked lists for the portfolio stock information.
Your program should be able to perform the following:
1. Display the price of a stock – Display the price for a stock symbol based on the information obtained randomly from one of the two Results.txt files. The user would enter a stock symbol (that is contained in the Results.txt) and the program will return a price per share. If the symbol is not found, return that the symbol cannot be found.
Example:
Company-Symbol Price per share GOOG $577.49
2. Display the current portfolio – The cash balance and information about the stocks in the portfolio should be displayed. For each stock please display the symbol, the number of shares owned, the price per share (based on the value from Results.txt), and the total value of that stock. Please also display the total value of the portfolio.
Example:
Cash balance = $5000
CompanySymbol Number PricePerShare TotalValue GOOG 10 $577.49 $5774.90 MSFT 100 $30.00 $3000.00 Total portfolio value: $13774.90
3. Buy shares – The user will send a request to buy shares of a stock. The user should enter the ticker symbol of the stock he/she wants to buy, enter the amount of shares he/she wants to buy and the maximum amount he/she is willing to pay for each share of the stock (the limit). If the user has entered a stock purchase amount that is more than his or her current cash balance in bank account, the transaction should fail and the program should print out the reason.
Each time the user requests to buy shares, the stock pricing information from Results.txt should be consulted (or you can just store the information into a data structure upon the start of the program and use that data structure whenever you need the information). If the stock ticker is not found in the text files, the program should print that the stock is not available. If the cost per stock is higher than the amount the user is willing to pay, the transaction should fail and the program should print out the reason the transaction failed.
If the transaction goes through, the cost of the transaction should be deducted from the bank cash balance and the stock that has been purchased should be added to the portfolio. Make sure to use the price of the stock that is in the Result.txt file when updating the portfolio. If the user already has that stock in his or her portfolio, add the number of shares purchased to that entry instead of creating a new entry (remember, you want to use a linked list to store the information).
The program should display on the screen the information from the transaction that has taken place. Please add this transaction to the stock_transaction_history.txt file.
4. Sell shares – The user will send a request to sell shares of a stock. The user should enter the ticker symbol of the stock he/she wants to sell, the amount of shares he/she wants to sell and the minimum amount he/she wants to sell each share of the stock for. If the user has entered a stock that is not in the portfolio, or if there are insufficient shares in the portfolio, the program should display this and the transaction should fail.
Each time the user requests to sell shares (and the shares are available), the stock pricing information from Results.txt should be used. If the price per stock is lower than the amount the user is willing to sell for, the transaction should fail and the program should print out the reason the transaction failed.
If the transaction goes through, the amount obtained from the “sell transaction “ should be added to the bank cash balance and the shares that have been sold should be subtracted from the portfolio. If the number of shares of the stock is 0, the stock should be removed from the portfolio. Make sure to use the price of the stock that is in Results.txt when updating the portfolio. The program should display the information from the transaction that has taken place. Please add this transaction to the stock_transaction_history.txt file.
5. View a graph for the portfolio value – As mentioned earlier, when the program exits, the total portfolio value should be stored in a text file along with the date and time. The total portfolio value is the sum of your current cash balance and money worth of the stocks you own. Make sure that you use both the “Results.txt” files for buy/sell transactions, so that the total portfolio value keeps changing and not always constant. Plot the variation in the value of the portfolio over a period of time. Use MATLAB to plot the graph.
You can use any period of time and the only information you need to display is the change in total value of the portfolio. The following code below shows two ways to print out the time:
#include <time.h>
time_t seconds;
seconds = time(NULL);
cout<<“The number of seconds since January 1, 1970 is:” <<seconds <<“n”;
tm * timeinfo;
timeinfo = localtime(&seconds);
cout<<“The current local time and date is:”<<asctime(timeinfo); Please look at this code to see how to obtain time information.
6. View transaction history – The buy and sell transaction should be saved in stock_transaction_history.txt. If the user chooses this option, the transaction history should be printed.
Example: CompSym Number
Event bol
Buy GOOG 10
Buy MSFT 100
Sell MSFT 50
Bank Account
The bank account portion is simpler than the stock portfolio part.
The bank account should initially have a balance of $10,000. The amount in the bank account should be stored in a text file upon exit so that it can be retrieved the next time the program starts. Save all transaction history in bank_transaction_history.txt.
Please have the following options:
1. View account balance – Prints out the account balance.
2. Deposit Money – The user selects the amount of money to deposit. This amount should be added to the balance.
PricePerSh TotalValue Time
are
$577.49 $5774.90 09:40:07 $30.00 $3000.00 13:37:00 $20.00 $1000.00 14:39:21
3. Withdraw Money – The user selects the amount of money to withdraw. If the balance of the account is not sufficient to withdraw the amount, please print out an error.
4. Print out history – The program should print out the history of transactions on the account.
Example:
Event Deposit Withdrawal Deposit
Amount $500.00 $1000.00 $1500.00
Date 11/05/2009 11/06/2009 11/07/2009
Extra credit
Please only do these if you have extra time and wish to learn how to do them on your own. They are not worth many extra points, but you can learn a lot from doing them.
A linked list that keeps the stocks in order of total value (number of shares * price per share). The nodes in the linked list will be sorted so that the stock with the greatest value will be the first node in the linked list (descending order of value). When the portfolio is printed out, the stocks will be printed in order of most value to least value. Do not copy the values into a different data structure and then sort it. The linked list nodes must be sorted by changing the links of the linked list (up to 5 extra points)
2. Create a graphical user interface (GUI) for the program. You can use whatever C++ libraries (such as MFC, QT or fltk) you choose to do this. If you decide to do this please create it in a separate project (in FinalProject_gui_yourname.zip) and also submit the non-graphical version of the program. (up to 5 extra points) Submission Guidelines
1. Give a brief description of your project, the functions you have implemented, data structures used, text files used or created and for what purpose and any other descriptions of your project. If you made any extra features for the program please clearly state it. Include the description in a Word file.
2. For the submission, please submit the entire project folder in a zip/rar file, FinalProject_yourname.zip. Make sure you comment your code. Your visual studio project should be named FinalProject_yourname. Please make sure all the cpp filenames have your name in it.
3. Please do not copy code from other people. The project should be your own work.
Sample Program Output
Welcome to the Account Management System.
Please select an account to access:
1. Stock Portfolio Account
2. Bank Account
3. Exit
Option: 1
Stock Portfolio Account
Please select an option:
1. Display the price for a stock symbol 2. Display the current portfolio 3. Buy shares 4. Sell shares
5. View a graph for the portfolio value 6. View transaction history 7. Return to previous menu Option: 1
Please enter the stock symbol: GOOG Company Symbol Price per share
GOOG $577.49
Please select an option:
1. Display the price for a stock symbol
2. Display the current portfolio
3. Buy shares
4. Sell shares
5. View a graph for the portfolio value
6. View transaction history
7. Return to previous menu
Option: 3
Please enter the stock symbol you wish to purchase: GOOG
Please enter the number of shares: 10
Please enter the maximum amount you are willing to pay per share: 580 You have purchased 10 shares of GOOG at $577.49 each for a total of $5774.90.
Please select an option:
1. Display the price for a stock symbol
2. Display the current portfolio
3. Buy shares
4. Sell shares
5. View a graph for the portfolio value
6. View transaction history
7. Return to previous menu
Option: 3
Please enter the stock symbol you wish to purchase: MSFT
Please enter the number of shares: 100
Please enter the maximum amount you are willing to pay per share: 30 You have purchased 100 shares of MSFT at $30 each for a total of $3000.00
Please select an option:
1. Display the price for a stock symbol
2. Display the current portfolio
3. Buy shares
4. Sell shares
5. View a graph for the portfolio value
6. View transaction history
7. Return to previous menu
Option: 2
Cash balance = $1225.10
Company-Symbol Number Price-per-share Total value
GOOG 10 $577.49
MSFT 100 $30.00 Total portfolio value: $10000.00 Please select an option:
1. Display the price for a stock symbol
2. Display the current portfolio 3. Buy shares 4. Sell shares 5. View a graph for the portfolio value 6. View transaction history
$5774.90 $3000.00
7. Return to previous menu
Option: 6
Event Company Symbol Number Price per share Total value Time Buy GOOG 10 $577.49 $5774.90 13:14:15
Buy MSFT 100 $30.00 $3000.00 13:37:42
Please select an option:
1. Display the price for a stock symbol
2. Display the current portfolio
3. Buy shares
4. Sell shares
5. View a graph for the portfolio value
6. View transaction history
7. Return to previous menu
Option: 7
Please select an account to access:
1. Stock Portfolio Account
2. Bank Account
3. Exit
Option: 2
Bank Account
Please select an option:
1. View account balance
2. Deposit money
3. Withdraw money
4. Print out history
5. Return to previous menu
Option: 2
Please select the amount you wish to deposit: $1000
Please select an option:
1. View account balance
2. Deposit money
3. Withdraw money
4. Print out history
5. Return to previous menu
Option: 1
1. You have $2225.10 in your bank account.