Asset Management Coding Exercise

Coding Expectation

1. System should able to add the investors, funds, and Holdings.
2. System should allow the investors to invest in any funds.
3. System should allow the fund house to invest in any holdings with any number of quantity.
4. System should be able to calculate the market value of any Investor and Funds
5. System should also allow to Exclude some funds or holdings when calculating the market value of an Investor
6. System should also allow to Exclude some holdings when calculating the market value of a Fund

System APIs

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API for Investor to Invest in Fund

POST http://localhost:8080/invests/investors  201 Created
Request Body

    {
    "investor": {
    "name": "INV1"
    },
    "fund": {
    "fundName": "F1"
    }
    }

API for Funds to Invest in Holdings

POST http://localhost:8080/invests/funds  201 Created

Request Body

    {
    "fund": {
    "fundName": "F3"
    },
    "holding": {
    "name": "H4",
    "value": 10
    },
    "quantity": 100
    }

API for calculating the Market Value of Investor

GET http://localhost:8080/value/investors/{investor}?&exclude={holdingName1}&exclude={holdingName2} 200 OK

Response Body

    {
      "type":"INVESTOR",
      "value":6000
    }

API for calculating the Market value of Fund

GET http://localhost:8080/value/funds/{fund}?&exclude={holdingName1}&exclude={holdingName2} 200 OK

    {
    "type":"FUND",
    "value":6500
    }