TransactionChargeMarketImpact.java

package org.drip.portfolioconstruction.cost;

/*
 * -*- mode: java; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*-
 */

/*!
 * Copyright (C) 2020 Lakshmi Krishnamurthy
 * Copyright (C) 2019 Lakshmi Krishnamurthy
 * Copyright (C) 2018 Lakshmi Krishnamurthy
 * Copyright (C) 2017 Lakshmi Krishnamurthy
 * 
 *  This file is part of DROP, an open-source library targeting analytics/risk, transaction cost analytics,
 *  	asset liability management analytics, capital, exposure, and margin analytics, valuation adjustment
 *  	analytics, and portfolio construction analytics within and across fixed income, credit, commodity,
 *  	equity, FX, and structured products. It also includes auxiliary libraries for algorithm support,
 *  	numerical analysis, numerical optimization, spline builder, model validation, statistical learning,
 *  	and computational support.
 *  
 *  	https://lakshmidrip.github.io/DROP/
 *  
 *  DROP is composed of three modules:
 *  
 *  - DROP Product Core - https://lakshmidrip.github.io/DROP-Product-Core/
 *  - DROP Portfolio Core - https://lakshmidrip.github.io/DROP-Portfolio-Core/
 *  - DROP Computational Core - https://lakshmidrip.github.io/DROP-Computational-Core/
 * 
 * 	DROP Product Core implements libraries for the following:
 * 	- Fixed Income Analytics
 * 	- Loan Analytics
 * 	- Transaction Cost Analytics
 * 
 * 	DROP Portfolio Core implements libraries for the following:
 * 	- Asset Allocation Analytics
 *  - Asset Liability Management Analytics
 * 	- Capital Estimation Analytics
 * 	- Exposure Analytics
 * 	- Margin Analytics
 * 	- XVA Analytics
 * 
 * 	DROP Computational Core implements libraries for the following:
 * 	- Algorithm Support
 * 	- Computation Support
 * 	- Function Analysis
 *  - Model Validation
 * 	- Numerical Analysis
 * 	- Numerical Optimizer
 * 	- Spline Builder
 *  - Statistical Learning
 * 
 * 	Documentation for DROP is Spread Over:
 * 
 * 	- Main                     => https://lakshmidrip.github.io/DROP/
 * 	- Wiki                     => https://github.com/lakshmiDRIP/DROP/wiki
 * 	- GitHub                   => https://github.com/lakshmiDRIP/DROP
 * 	- Repo Layout Taxonomy     => https://github.com/lakshmiDRIP/DROP/blob/master/Taxonomy.md
 * 	- Javadoc                  => https://lakshmidrip.github.io/DROP/Javadoc/index.html
 * 	- Technical Specifications => https://github.com/lakshmiDRIP/DROP/tree/master/Docs/Internal
 * 	- Release Versions         => https://lakshmidrip.github.io/DROP/version.html
 * 	- Community Credits        => https://lakshmidrip.github.io/DROP/credits.html
 * 	- Issues Catalog           => https://github.com/lakshmiDRIP/DROP/issues
 * 	- JUnit                    => https://lakshmidrip.github.io/DROP/junit/index.html
 * 	- Jacoco                   => https://lakshmidrip.github.io/DROP/jacoco/index.html
 * 
 *  Licensed under the Apache License, Version 2.0 (the "License");
 *   	you may not use this file except in compliance with the License.
 *   
 *  You may obtain a copy of the License at
 *  	http://www.apache.org/licenses/LICENSE-2.0
 *  
 *  Unless required by applicable law or agreed to in writing, software
 *  	distributed under the License is distributed on an "AS IS" BASIS,
 *  	WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 *  
 *  See the License for the specific language governing permissions and
 *  	limitations under the License.
 */

/**
 * <i>TransactionChargeMarketImpact</i> contains the Parameters for the Power Law Transaction Charge Scheme.
 *
 *	<br><br>
 *  <ul>
 *		<li><b>Module </b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/PortfolioCore.md">Portfolio Core Module</a></li>
 *		<li><b>Library</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/AssetAllocationAnalyticsLibrary.md">Asset Allocation Analytics</a></li>
 *		<li><b>Project</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/src/main/java/org/drip/portfolioconstruction/README.md">Portfolio Construction under Allocation Constraints</a></li>
 *		<li><b>Package</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/src/main/java/org/drip/portfolioconstruction/cost/README.md">Transaction Charge Objective Term Suite</a></li>
 *  </ul>
 * <br><br>
 *
 * @author Lakshmi Krishnamurthy
 */

public class TransactionChargeMarketImpact extends org.drip.portfolioconstruction.cost.TransactionCharge
{
	private double _exponent = java.lang.Double.NaN;
	private double _coefficient = java.lang.Double.NaN;

	/**
	 * Construction of the Two-Third's Power Law TransactionChargeMarketImpact Instance
	 * 
	 * @param name Transaction Charge Name
	 * @param id Transaction Charge ID
	 * @param description Description of the Transaction Charge
	 * @param coefficient Transaction Charge Coefficient
	 * 
	 * @return The Two-Third's Power Law TransactionChargeMarketImpact Instance
	 */

	public static final TransactionChargeMarketImpact TwoThirdsPowerLaw (
		final java.lang.String name,
		final java.lang.String id,
		final java.lang.String description,
		final double coefficient)
	{
		try
		{
			return new TransactionChargeMarketImpact (
				name,
				id,
				description,
				coefficient,
				2. / 3.
			);
		}
		catch (java.lang.Exception e)
		{
			e.printStackTrace();
		}

		return null;
	}

	/**
	 * Construction of the Three-Fifth's Power Law TransactionChargeMarketImpact Instance
	 * 
	 * @param name Transaction Charge Name
	 * @param id Transaction Charge ID
	 * @param description Description of the Transaction Charge
	 * @param coefficient Transaction Charge Coefficient
	 * 
	 * @return The Three-Fifth's Power Law TransactionChargeMarketImpact Instance
	 */

	public static final TransactionChargeMarketImpact ThreeFifthsPowerLaw (
		final java.lang.String name,
		final java.lang.String id,
		final java.lang.String description,
		final double coefficient)
	{
		try
		{
			return new TransactionChargeMarketImpact (
				name,
				id,
				description,
				coefficient,
				3. / 5.
			);
		}
		catch (java.lang.Exception e)
		{
			e.printStackTrace();
		}

		return null;
	}

	/**
	 * TransactionChargeMarketImpact Constructor
	 * 
	 * @param name Transaction Charge Name
	 * @param id Transaction Charge ID
	 * @param description Description of the Transaction Charge
	 * @param coefficient Transaction Charge Coefficient
	 * @param exponent Transaction Charge Exponent
	 * 
	 * @throws java.lang.Exception Thrown if the Inputs are Invalid
	 */

	 public TransactionChargeMarketImpact (
		final java.lang.String name,
		final java.lang.String id,
		final java.lang.String description,
		final double coefficient,
		final double exponent)
		throws java.lang.Exception
	{
		super (
			name,
			id,
			description
		);

		if (!org.drip.numerical.common.NumberUtil.IsValid (_coefficient = coefficient) ||
				0. > _coefficient ||
			!org.drip.numerical.common.NumberUtil.IsValid (_exponent = exponent) || 0. > _exponent)
		{
			throw new java.lang.Exception
				("TransactionChargeMarketImpact Constuctor => Invalid Linear Charge");
		}
	}

	/**
	 * Retrieve the Transaction Charge Coefficient
	 * 
	 * @return The Transaction Charge Coefficient
	 */

	public double coefficient()
	{
		return _coefficient;
	}

	/**
	 * Retrieve the Transaction Charge Exponent
	 * 
	 * @return The Transaction Charge Exponent
	 */

	public double exponent()
	{
		return _exponent;
	}

	@Override public double estimate (
		final double initialSize,
		final double finalSize)
		throws java.lang.Exception
	{
		if (!org.drip.numerical.common.NumberUtil.IsValid (initialSize) ||
			!org.drip.numerical.common.NumberUtil.IsValid (finalSize))
		{
			throw new java.lang.Exception ("TransactionChargeMarketImpact::estimate => Invalid Inputs");
		}

		return _coefficient * java.lang.Math.pow (
			java.lang.Math.abs (
				finalSize - initialSize
			),
			_exponent
		);
	}
}