Struct Allocation 

pub struct Allocation {
    pub strategy: StrategyType,
    pub ticker: Option<String>,
    pub portions: Vec<AllocationPortion>,
    pub params: HashMap<String, String>,
}

A recursive allocation structure supporting nested strategies.

An allocation can be:

1. A simple ticker hold (ticker + optional strategy)
2. A strategy with portions (balancer managing sub-allocations)
3. A mix of both

Fields

strategy: StrategyType

The strategy to use for this allocation.

ticker: Option<String>

The ticker symbol (for hold/scalper strategies).

portions: Vec<AllocationPortion>

Child portions (for balancer strategy).

params: HashMap<String, String>

Strategy-specific parameters.

Implementations

impl Allocation

pub fn new() -> Self

Creates a new empty allocation with default balancer strategy.

pub fn balancer(portions: Vec<AllocationPortion>) -> Self

Creates a new balancer allocation with portions.

pub fn hold(ticker: impl Into<String>) -> Self

Creates a simple hold allocation for a ticker.

pub fn scalper(ticker: impl Into<String>) -> Self

Creates a scalper allocation for a ticker.

pub fn from_simple(allocations: &[(String, Decimal)]) -> Self

Creates a simple allocation from ticker-percentage pairs.

This is the “short notation” equivalent where:

allocation
  SBER 30
  LKOH 30
  GAZP 40

Becomes a balancer with hold portions.

pub fn from_map(allocations: HashMap<String, Decimal>) -> Self

Creates an allocation from a HashMap of ticker -> percentage.

pub fn set_param(&mut self, key: impl Into<String>, value: impl Into<String>)

Sets a strategy parameter.

pub fn get_param(&self, key: &str) -> Option<&str>

Gets a strategy parameter.

pub fn add_portion(&mut self, portion: AllocationPortion)

Adds a portion to the allocation.

pub fn is_hold(&self) -> bool

Returns true if this is a simple hold strategy.

pub fn is_balancer(&self) -> bool

Returns true if this is a balancer strategy.

pub fn all_tickers(&self) -> Vec<String>

Returns all tickers involved in this allocation (recursively).

pub fn total_percentage(&self) -> Decimal

Calculates the total percentage of all portions.

pub fn is_valid(&self) -> bool

Validates that portions sum to approximately 100%.

pub fn normalize(&mut self)

Normalizes portions to sum to exactly 100%.

pub fn flatten(&self) -> HashMap<String, Decimal>

Flattens the allocation to a simple ticker -> percentage map.

This recursively expands all nested allocations and calculates the effective percentage for each ticker.

Trait Implementations

impl Clone for Allocation

fn clone(&self) -> Self

Returns a duplicate of the value.

fn clone_from(&mut self, source: &Self)

Performs copy-assignment from source.

impl Debug for Allocation

fn fmt(&self, f: &mut Formatter<'_>) -> Result

Formats the value using the given formatter.

impl Default for Allocation

fn default() -> Self

Returns the “default value” for a type.

impl<'de> Deserialize<'de> for Allocation

fn deserialize<__D>(__deserializer: __D) -> Result<Self, __D::Error>

where __D: Deserializer<'de>,

Deserialize this value from the given Serde deserializer.

impl From<DesiredAllocation> for Allocation

Converts a DesiredAllocation to the new Allocation format.

fn from(desired: DesiredAllocation) -> Self

Converts to this type from the input type.

impl PartialEq for Allocation

fn eq(&self, other: &Self) -> bool

Equality operator ==.

fn ne(&self, other: &Rhs) -> bool

Inequality operator !=.

impl Serialize for Allocation

fn serialize<__S>(&self, __serializer: __S) -> Result<__S::Ok, __S::Error>

where __S: Serializer,

Serialize this value into the given Serde serializer.

impl StructuralPartialEq for Allocation