Summary: Write code to consume data in a CSV file, and generate reports.
Input Specification: CSV file. First line is a header. Columns are: TXN_DATE - date transaction took place TXN_TYPE - type of transaction (BUY/SELL) TXN_SHARES - number of shares affected by transaction TXN_PRICE - price per share FUND - name of fund in which shares are transacted INVESTOR - name of the owner of the shares being transacted SALES_REP - name of the sales rep advising the investor
Output Specification:
1. Provide a Sales Summary:
For each Sales Rep, generate Year to Date, Month to Date, Quarter to
Date, and Inception to Date summary of cash amounts sold across all
funds.
2. Provide an Assets Under Management Summary:
For each Sales Rep, generate a summary of the net amount held by
investors across all funds.
3. Break Report:
Assuming the information in the data provided is complete and accurate,
generate a report that shows any errors (negative cash balances,
negative share balance) by investor.
4. Investor Profit:
For each Investor and Fund, return net profit or loss on investment.