Add total amount chart

apps/api/src/app/portfolio/portfolio.controller.ts

@@ -68,7 +68,7 @@ export class PortfolioController {
     @Headers('impersonation-id') impersonationId: string,
     @Query('accounts') filterByAccounts?: string,
     @Query('assetClasses') filterByAssetClasses?: string,
-    @Query('range') range?: DateRange,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('tags') filterByTags?: string
   ): Promise<PortfolioDetails & { hasError: boolean }> {
     let hasError = false;
@@ -88,9 +88,9 @@ export class PortfolioController {
       summary,
       totalValueInBaseCurrency
     } = await this.portfolioService.getDetails({
+      dateRange,
       filters,
       impersonationId,
-      dateRange: range,
       userId: this.request.user.id
     });
 
@@ -183,6 +183,7 @@ export class PortfolioController {
   @UseGuards(AuthGuard('jwt'))
   public async getInvestments(
     @Headers('impersonation-id') impersonationId: string,
+    @Query('range') dateRange: DateRange = 'max',
     @Query('groupBy') groupBy?: GroupBy
   ): Promise<PortfolioInvestments> {
     if (
@@ -198,12 +199,16 @@ export class PortfolioController {
     let investments: InvestmentItem[];
 
     if (groupBy === 'month') {
-      investments = await this.portfolioService.getInvestments(
+      investments = await this.portfolioService.getInvestments({
+        dateRange,
         impersonationId,
-        'month'
+        groupBy: 'month'
-      );
+      });
     } else {
-      investments = await this.portfolioService.getInvestments(impersonationId);
+      investments = await this.portfolioService.getInvestments({
+        dateRange,
+        impersonationId
+      });
     }
 
     if (
@@ -230,7 +235,7 @@ export class PortfolioController {
   @Version('2')
   public async getPerformanceV2(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') dateRange
+    @Query('range') dateRange: DateRange = 'max'
   ): Promise<PortfolioPerformanceResponse> {
     const performanceInformation = await this.portfolioService.getPerformanceV2(
       {
@@ -258,11 +263,11 @@ export class PortfolioController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getPositions(
     @Headers('impersonation-id') impersonationId: string,
-    @Query('range') range
+    @Query('range') dateRange: DateRange = 'max'
   ): Promise<PortfolioPositions> {
     const result = await this.portfolioService.getPositions(
       impersonationId,
-      range
+      dateRange
     );
 
     if (

apps/api/src/app/portfolio/portfolio.service.ts

@@ -207,11 +207,16 @@ export class PortfolioService {
     };
   }
 
-  public async getInvestments(
+  public async getInvestments({
-    aImpersonationId: string,
+    dateRange,
-    groupBy?: GroupBy
+    impersonationId,
-  ): Promise<InvestmentItem[]> {
+    groupBy
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
+  }: {
+    dateRange: DateRange;
+    impersonationId: string;
+    groupBy?: GroupBy;
+  }): Promise<InvestmentItem[]> {
+    const userId = await this.getUserId(impersonationId, this.request.user.id);
 
     const { portfolioOrders, transactionPoints } =
       await this.getTransactionPoints({
@@ -283,98 +288,18 @@ export class PortfolioService {
       }
     }
 
-    return sortBy(investments, (investment) => {
+    investments = sortBy(investments, (investment) => {
       return investment.date;
     });
-  }
-
-  public async getChart(
-    aImpersonationId: string,
-    aDateRange: DateRange = 'max'
-  ): Promise<HistoricalDataContainer> {
-    const userId = await this.getUserId(aImpersonationId, this.request.user.id);
-
-    const { portfolioOrders, transactionPoints } =
-      await this.getTransactionPoints({
-        userId
-      });
-
-    const portfolioCalculator = new PortfolioCalculator({
-      currency: this.request.user.Settings.settings.baseCurrency,
-      currentRateService: this.currentRateService,
-      orders: portfolioOrders
-    });
 
-    portfolioCalculator.setTransactionPoints(transactionPoints);
+    const startDate = this.getStartDate(
-    if (transactionPoints.length === 0) {
+      dateRange,
-      return {
+      parseDate(investments[0]?.date)
-        isAllTimeHigh: false,
-        isAllTimeLow: false,
-        items: []
-      };
-    }
-    let portfolioStart = parse(
-      transactionPoints[0].date,
-      DATE_FORMAT,
-      new Date()
-    );
-
-    // Get start date for the full portfolio because of because of the
-    // min and max calculation
-    portfolioStart = this.getStartDate('max', portfolioStart);
-
-    const timelineSpecification: TimelineSpecification[] = [
-      {
-        start: format(portfolioStart, DATE_FORMAT),
-        accuracy: 'day'
-      }
-    ];
-
-    const timelineInfo = await portfolioCalculator.calculateTimeline(
-      timelineSpecification,
-      format(new Date(), DATE_FORMAT)
-    );
-
-    const timeline = timelineInfo.timelinePeriods;
-
-    const items = timeline
-      .filter((timelineItem) => timelineItem !== null)
-      .map((timelineItem) => ({
-        date: timelineItem.date,
-        value: timelineItem.netPerformance.toNumber()
-      }));
-
-    let lastItem = null;
-    if (timeline.length > 0) {
-      lastItem = timeline[timeline.length - 1];
-    }
-
-    let isAllTimeHigh = timelineInfo.maxNetPerformance?.eq(
-      lastItem?.netPerformance ?? 0
-    );
-    let isAllTimeLow = timelineInfo.minNetPerformance?.eq(
-      lastItem?.netPerformance ?? 0
-    );
-    if (isAllTimeHigh && isAllTimeLow) {
-      isAllTimeHigh = false;
-      isAllTimeLow = false;
-    }
-
-    portfolioStart = startOfDay(
-      this.getStartDate(
-        aDateRange,
-        parse(transactionPoints[0].date, DATE_FORMAT, new Date())
-      )
     );
 
-    return {
+    return investments.filter(({ date }) => {
-      isAllTimeHigh,
+      return !isBefore(parseDate(date), startDate);
-      isAllTimeLow,
+    });
-      items: items.filter((item) => {
-        // Filter items of date range
-        return !isAfter(portfolioStart, parseDate(item.date));
-      })
-    };
   }
 
   public async getChartV2({
@@ -441,7 +366,7 @@ export class PortfolioService {
     filters?: Filter[];
     withExcludedAccounts?: boolean;
   }): Promise<PortfolioDetails & { hasErrors: boolean }> {
-    // TODO:
+    // TODO
     userId = await this.getUserId(impersonationId, userId);
     const user = await this.userService.user({ id: userId });
 
@@ -1035,10 +960,11 @@ export class PortfolioService {
 
     return {
       chart: historicalDataContainer.items.map(
-        ({ date, netPerformanceInPercentage }) => {
+        ({ date, netPerformance, netPerformanceInPercentage }) => {
           return {
             date,
-            value: netPerformanceInPercentage
+            netPerformance,
+            netPerformanceInPercentage
           };
         }
       ),

apps/client/src/app/components/home-market/home-market.component.ts

@@ -24,7 +24,7 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
   public fearLabel = $localize`Fear`;
   public greedLabel = $localize`Greed`;
   public hasPermissionToAccessFearAndGreedIndex: boolean;
-  public historicalData: HistoricalDataItem[];
+  public historicalDataItems: HistoricalDataItem[];
   public info: InfoItem;
   public isLoading = true;
   public readonly numberOfDays = 180;
@@ -67,7 +67,7 @@ export class HomeMarketComponent implements OnDestroy, OnInit {
         .pipe(takeUntil(this.unsubscribeSubject))
         .subscribe(({ historicalData, marketPrice }) => {
           this.fearAndGreedIndex = marketPrice;
-          this.historicalData = [
+          this.historicalDataItems = [
             ...historicalData,
             {
               date: resetHours(new Date()).toISOString(),

apps/client/src/app/components/home-market/home-market.html

@@ -10,7 +10,7 @@
         symbol="Fear & Greed Index"
         yMax="100"
         yMin="0"
-        [historicalDataItems]="historicalData"
+        [historicalDataItems]="historicalDataItems"
         [isAnimated]="true"
         [locale]="user?.settings?.locale"
         [showXAxis]="true"

apps/client/src/app/components/home-overview/home-overview.component.ts

@@ -116,12 +116,14 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
         this.performance = response.performance;
         this.isLoadingPerformance = false;
 
-        this.historicalDataItems = response.chart.map(({ date, value }) => {
+        this.historicalDataItems = response.chart.map(
+          ({ date, netPerformanceInPercentage }) => {
             return {
               date,
-            value
+              value: netPerformanceInPercentage
             };
-        });
+          }
+        );
 
         this.changeDetectorRef.markForCheck();
       });

apps/client/src/app/components/investment-chart/investment-chart.component.ts

@@ -15,6 +15,7 @@ import {
 } from '@ghostfolio/common/chart-helper';
 import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
 import {
+  DATE_FORMAT,
   getBackgroundColor,
   getDateFormatString,
   getTextColor,
@@ -22,7 +23,7 @@ import {
   transformTickToAbbreviation
 } from '@ghostfolio/common/helper';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
-import { GroupBy } from '@ghostfolio/common/types';
+import { DateRange, GroupBy } from '@ghostfolio/common/types';
 import {
   BarController,
   BarElement,
@@ -35,7 +36,15 @@ import {
   Tooltip
 } from 'chart.js';
 import annotationPlugin from 'chartjs-plugin-annotation';
-import { addDays, isAfter, parseISO, subDays } from 'date-fns';
+import {
+  addDays,
+  format,
+  isAfter,
+  isBefore,
+  parseISO,
+  subDays
+} from 'date-fns';
+import { LineChartItem } from '@ghostfolio/common/interfaces';
 
 @Component({
   selector: 'gf-investment-chart',
@@ -44,17 +53,19 @@ import { addDays, isAfter, parseISO, subDays } from 'date-fns';
   styleUrls: ['./investment-chart.component.scss']
 })
 export class InvestmentChartComponent implements OnChanges, OnDestroy {
+  @Input() benchmarkDataItems: LineChartItem[] = [];
   @Input() currency: string;
   @Input() daysInMarket: number;
   @Input() groupBy: GroupBy;
   @Input() investments: InvestmentItem[];
   @Input() isInPercent = false;
   @Input() locale: string;
+  @Input() range: DateRange = 'max';
   @Input() savingsRate = 0;
 
   @ViewChild('chartCanvas') chartCanvas;
 
-  public chart: Chart;
+  public chart: Chart<any>;
   public isLoading = true;
 
   private data: InvestmentItem[];
@@ -77,7 +88,7 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
   }
 
   public ngOnChanges() {
-    if (this.investments) {
+    if (this.benchmarkDataItems && this.investments) {
       this.initialize();
     }
   }
@@ -93,41 +104,61 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
     this.data = this.investments.map((a) => Object.assign({}, a));
 
     if (!this.groupBy && this.data?.length > 0) {
+      if (this.range === 'max') {
         // Extend chart by 5% of days in market (before)
         const firstItem = this.data[0];
         this.data.unshift({
           ...firstItem,
-        date: subDays(
+          date: format(
-          parseISO(firstItem.date),
+            subDays(parseISO(firstItem.date), this.daysInMarket * 0.05 || 90),
-          this.daysInMarket * 0.05 || 90
+            DATE_FORMAT
-        ).toISOString(),
+          ),
           investment: 0
         });
+      }
 
       // Extend chart by 5% of days in market (after)
       const lastItem = this.data[this.data.length - 1];
       this.data.push({
         ...lastItem,
-        date: addDays(
+        date: format(
-          parseDate(lastItem.date),
+          addDays(parseDate(lastItem.date), this.daysInMarket * 0.05 || 90),
-          this.daysInMarket * 0.05 || 90
+          DATE_FORMAT
-        ).toISOString()
+        )
+      });
+    }
+
+    let currentIndex = 0;
+    const totalAmountDataItems: { x: Date; y: number }[] = [];
+
+    for (const { date, value } of this.benchmarkDataItems) {
+      // TODO: Improve total amount calculation
+      if (
+        isBefore(parseDate(this.data?.[currentIndex]?.date), parseDate(date))
+      ) {
+        currentIndex += 1;
+      }
+
+      totalAmountDataItems.push({
+        x: parseDate(date),
+        y: this.data?.[currentIndex]?.investment + value
       });
     }
 
     const data = {
-      labels: this.data.map((investmentItem) => {
+      labels: this.benchmarkDataItems.map(({ date }) => {
-        return investmentItem.date;
+        return date;
       }),
       datasets: [
         {
           backgroundColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
           borderColor: `rgb(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b})`,
           borderWidth: this.groupBy ? 0 : 2,
-          data: this.data.map((position) => {
+          data: this.data.map(({ date, investment }) => {
-            return this.isInPercent
+            return {
-              ? position.investment * 100
+              x: parseDate(date),
-              : position.investment;
+              y: this.isInPercent ? investment * 100 : investment
+            };
           }),
           label: $localize`Deposit`,
           segment: {
@@ -139,6 +170,14 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy {
             borderDash: (context: unknown) => this.isInFuture(context, [2, 2])
           },
           stepped: true
+        },
+        {
+          borderColor: `rgb(${secondaryColorRgb.r}, ${secondaryColorRgb.g}, ${secondaryColorRgb.b})`,
+          borderWidth: 1,
+          data: totalAmountDataItems,
+          fill: false,
+          label: $localize`Total Amount`,
+          pointRadius: 0
         }
       ]
     };

apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts

@@ -39,6 +39,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     { label: $localize`Accumulating`, value: undefined }
   ];
   public performanceDataItems: HistoricalDataItem[];
+  public performanceDataItemsInPercentage: HistoricalDataItem[];
   public top3: Position[];
   public user: User;
 
@@ -131,7 +132,24 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ chart }) => {
         this.firstOrderDate = new Date(chart?.[0]?.date ?? new Date());
-        this.performanceDataItems = chart;
+
+        this.performanceDataItems = [];
+        this.performanceDataItemsInPercentage = [];
+
+        for (const {
+          date,
+          netPerformance,
+          netPerformanceInPercentage
+        } of chart) {
+          this.performanceDataItems.push({
+            date,
+            value: netPerformance
+          });
+          this.performanceDataItemsInPercentage.push({
+            date,
+            value: netPerformanceInPercentage
+          });
+        }
 
         this.updateBenchmarkDataItems();
 
@@ -139,7 +157,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       });
 
     this.dataService
-      .fetchInvestments()
+      .fetchInvestments({ range: this.user?.settings?.dateRange })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ firstOrderDate, investments }) => {
         this.daysInMarket = differenceInDays(new Date(), firstOrderDate);
@@ -149,7 +167,10 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
       });
 
     this.dataService
-      .fetchInvestmentsByMonth()
+      .fetchInvestments({
+        groupBy: 'month',
+        range: this.user?.settings?.dateRange
+      })
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe(({ investments }) => {
         this.investmentsByMonth = investments;

apps/client/src/app/pages/portfolio/analysis/analysis-page.html

@@ -10,7 +10,7 @@
         [daysInMarket]="daysInMarket"
         [isLoading]="isLoadingBenchmarkComparator"
         [locale]="user?.settings?.locale"
-        [performanceDataItems]="performanceDataItems"
+        [performanceDataItems]="performanceDataItemsInPercentage"
         [user]="user"
         (benchmarkChanged)="onChangeBenchmark($event)"
         (dateRangeChanged)="onChangeDateRange($event)"
@@ -119,12 +119,14 @@
       <div class="chart-container">
         <gf-investment-chart
           class="h-100"
+          [benchmarkDataItems]="performanceDataItems"
           [currency]="user?.settings?.baseCurrency"
           [daysInMarket]="daysInMarket"
           [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
           [investments]="investments"
           [locale]="user?.settings?.locale"
           [ngClass]="{ 'd-none': mode }"
+          [range]="user?.settings?.dateRange"
         ></gf-investment-chart>
         <gf-investment-chart
           class="h-100"
@@ -135,6 +137,7 @@
           [investments]="investmentsByMonth"
           [locale]="user?.settings?.locale"
           [ngClass]="{ 'd-none': !mode }"
+          [range]="user?.settings?.dateRange"
           [savingsRate]="(hasImpersonationId || user.settings.isRestrictedView) ? undefined : user?.settings?.savingsRate"
         ></gf-investment-chart>
       </div>

apps/client/src/app/services/data.service.ts

@@ -163,23 +163,15 @@ export class DataService {
     return info;
   }
 
-  public fetchInvestments(): Observable<PortfolioInvestments> {
+  public fetchInvestments({
-    return this.http.get<any>('/api/v1/portfolio/investments').pipe(
+    groupBy,
-      map((response) => {
+    range
-        if (response.firstOrderDate) {
+  }: {
-          response.firstOrderDate = parseISO(response.firstOrderDate);
+    groupBy?: 'month';
-        }
+    range: DateRange;
-
+  }): Observable<PortfolioInvestments> {
-        return response;
-      })
-    );
-  }
-
-  public fetchInvestmentsByMonth(): Observable<PortfolioInvestments> {
     return this.http
-      .get<any>('/api/v1/portfolio/investments', {
+      .get<any>('/api/v1/portfolio/investments', { params: { groupBy, range } })
-        params: { groupBy: 'month' }
-      })
       .pipe(
         map((response) => {
           if (response.firstOrderDate) {

libs/common/src/lib/interfaces/historical-data-item.interface.ts

@@ -4,5 +4,5 @@ export interface HistoricalDataItem {
   grossPerformancePercent?: number;
   netPerformance?: number;
   netPerformanceInPercentage?: number;
-  value: number;
+  value?: number;
 }