CS 2605 Homework 1 Summer I 2007
1
C++ Basics: Simple Stock Portfolio Tracker
You will implement a simple C++ program that reads a file containing information about an investor’s stock portfolio, and
produces a summary report. The primary point of the assignment is to verify your understanding of basic C++ syntax,
including input and output, the string type, arithmetic calculations, and user-defined functions.
Sample input data:
Here is a sample input file, named StockData.txt, for the program. The first line specifies the name of the customer,
and the second specifies the customer's account number. The third line specifies the report date. Each of the remaining lines
specify the name of a particular stock, the number of shares the customer holds, and the initial and final prices for the stock.
These values are separated by single tab characters.
Customer Name John Q Public
Account # 432-10023-4311-89
Report Date 08/05/2002
MSFT 650 57.32 58.14 55.03 55.17
IBM 100 53.02 54.27 53.02 54.00
APPL 200 17.45 17.45 13.09 13.09
There is no limit on the number of lines of stock data that may be supplied; your program must terminate properly when the
input stream fails. There will be no sentinel line. The input values are guaranteed to be syntactically and logically correct.
The customer name, account number and date are just string data. For the purpose of formatting output, you may assume
that the customer name will be no more than 40 characters long, and the account number and date will be no longer than the
ones shown above. However, the rest of your implementation should make no such assumptions.
Calculations:
For each of the given stocks, you will calculate the change in total value of all the shares the investor holds, and the
percentage change in the value of a single share of the stock. The percentage change is the change in value as a percentage
of the initial stock price.
In addition, you will also calculate a measure of the volatility of each stock's performance. For the purposes of this
assignment, we will measure the volatility as the total range of the stock's price movement as a percentage of the opening
price of the stock. More specifically, the volatility involves the sum of the absolute values of three quantities: the
difference between the high and low prices, the difference between the high price and the smaller of the initial and closing
prices, and the difference between the low price and the larger of the initial and closing prices. In the event the initial price
is zero, we will arbitrarily define the volatility to also be zero; however that situation will not arise in actual data.
The report will end with a summary section, including the total initial and final value for the entire portfolio, the overall
change, and the overall percentage change.
All monetary amounts are to be reported to two decimal places; the percentage changes are to be reported to three decimal
places, as shown in the sample output file below.
There is one important data representation issue in this project. As you may already know, computer hardware almost
never stores decimal values exactly, and so any calculations done with decimal values are likely to be slightly wrong. To
avoid that, your program is required to store all monetary amounts internally using integer variables. You may either store
dollars and cents separately, or store a total amount in cents.
