Browse Source

Break down performance into asset and currency

pull/2863/head
Thomas Kaul 2 years ago
parent
commit
5b8733a6e6
  1. 5
      apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts
  2. 102
      apps/client/src/app/pages/portfolio/analysis/analysis-page.html

5
apps/client/src/app/pages/portfolio/analysis/analysis-page.component.ts

@ -11,6 +11,7 @@ import {
Filter,
HistoricalDataItem,
PortfolioInvestments,
PortfolioPerformance,
Position,
User
} from '@ghostfolio/common/interfaces';
@ -54,6 +55,7 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
{ label: $localize`Monthly`, value: 'month' },
{ label: $localize`Yearly`, value: 'year' }
];
public performance: PortfolioPerformance;
public performanceDataItems: HistoricalDataItem[];
public performanceDataItemsInPercentage: HistoricalDataItem[];
public placeholder = '';
@ -326,11 +328,12 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
range: this.user?.settings?.dateRange
})
.pipe(takeUntil(this.unsubscribeSubject))
.subscribe(({ chart, firstOrderDate }) => {
.subscribe(({ chart, firstOrderDate, performance }) => {
this.firstOrderDate = firstOrderDate ?? new Date();
this.daysInMarket = differenceInDays(new Date(), firstOrderDate);
this.investments = [];
this.performance = performance;
this.performanceDataItems = [];
this.performanceDataItemsInPercentage = [];

102
apps/client/src/app/pages/portfolio/analysis/analysis-page.html

@ -34,6 +34,108 @@
</div>
</div>
@if (user?.settings?.isExperimentalFeatures) {
<div class="mb-5 row">
<div class="col">
<mat-card appearance="outlined" class="mb-3">
<mat-card-content>
<div class="d-flex py-1">
<div class="flex-grow-1 mr-2 text-truncate" i18n>
Absolute Asset Performance
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[isCurrency]="true"
[locale]="user?.settings?.locale"
[unit]="user?.settings?.baseCurrency"
[value]="isLoadingInvestmentChart ? undefined : performance?.currentNetPerformance"
></gf-value>
</div>
</div>
<div class="d-flex mb-3 ml-3 py-1">
<div class="flex-grow-1 mr-2 text-truncate" i18n>
Asset Performance
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="user?.settings?.locale"
[value]="isLoadingInvestmentChart ? undefined : performance?.currentNetPerformancePercent"
></gf-value>
</div>
</div>
<div class="d-flex py-1">
<div class="flex-grow-1 mr-2 text-truncate" i18n>
Absolute Currency Performance
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[isCurrency]="true"
[locale]="user?.settings?.locale"
[unit]="user?.settings?.baseCurrency"
[value]="isLoadingInvestmentChart ? undefined : (performance?.currentNetPerformanceWithCurrencyEffect === null ? null : performance?.currentNetPerformanceWithCurrencyEffect - performance?.currentNetPerformance)"
></gf-value>
</div>
</div>
<div class="d-flex ml-3 py-1">
<div class="flex-grow-1 mr-2 text-truncate" i18n>
Currency Performance
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="user?.settings?.locale"
[value]="isLoadingInvestmentChart ? undefined : performance?.currentNetPerformancePercentWithCurrencyEffect - performance?.currentNetPerformancePercent"
></gf-value>
</div>
</div>
<div><hr /></div>
<div class="d-flex py-1">
<div class="flex-grow-1 mr-2 text-truncate" i18n>
Absolute Net Performance
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[isCurrency]="true"
[locale]="user?.settings?.locale"
[unit]="user?.settings?.baseCurrency"
[value]="isLoadingInvestmentChart ? undefined : performance?.currentNetPerformanceWithCurrencyEffect"
></gf-value>
</div>
</div>
<div class="d-flex ml-3 py-1">
<div class="flex-grow-1 mr-2 text-truncate" i18n>
Net Performance
</div>
<div class="d-flex justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="user?.settings?.locale"
[value]="isLoadingInvestmentChart ? undefined : performance?.currentNetPerformancePercentWithCurrencyEffect"
></gf-value>
</div>
</div>
</mat-card-content>
</mat-card>
</div>
</div>
}
<div class="mb-5 row">
<div class="col-md-6">
<mat-card appearance="outlined" class="mb-3">

Loading…
Cancel
Save