From 5c2cd62f942c170924c5c38cb63d0350313503cf Mon Sep 17 00:00:00 2001 From: Pedro Moreira Date: Wed, 14 Oct 2026 22:35:06 +0100 Subject: [PATCH] Enable selection of ROI as performance calculation method --- CHANGELOG.md | 7 +++ .../portfolio-summary.component.html | 10 ++++ .../user-account-settings.html | 48 +++++++++---------- .../pages/faq/overview/faq-overview-page.html | 16 ++++--- .../portfolio/analysis/analysis-page.html | 10 ++++ 5 files changed, 61 insertions(+), 30 deletions(-) diff --git a/CHANGELOG.md b/CHANGELOG.md index 2b89e4e56a..c72d8b4098 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -7,9 +7,16 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0 ## Unreleased +### Added + +- Added the _Return on Investment_ (ROI) as a performance calculation method + ### Changed - Hardened the validation of the date in the endpoint to create an account balance +- Enabled the selection of the performance calculation method in the user account settings +- Improved the colors of the muted texts and borders by enabling the dark mode of `bootstrap` +- Reduced the size of the global stylesheet by removing the unused utilities of `bootstrap` - Upgraded `bootstrap` from version `4.6.2` to `5.3.8` ### Fixed diff --git a/apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html b/apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html index d40249cafb..eeeb461c03 100644 --- a/apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html +++ b/apps/client/src/app/components/portfolio-summary/portfolio-summary.component.html @@ -159,6 +159,16 @@ title="Return on Average Investment (total return with dividends)" >(ROAI) + } @else if ( + user?.settings?.performanceCalculationType === + PerformanceCalculationType.ROI + ) { + (ROI) }
diff --git a/apps/client/src/app/components/user-account-settings/user-account-settings.html b/apps/client/src/app/components/user-account-settings/user-account-settings.html index 055276129a..14d98bb1e3 100644 --- a/apps/client/src/app/components/user-account-settings/user-account-settings.html +++ b/apps/client/src/app/components/user-account-settings/user-account-settings.html @@ -30,32 +30,32 @@
- @if (user?.settings?.isExperimentalFeatures && !user?.subscription) { -
-
- Performance Calculation -
-
- - +
+ Performance Calculation +
+
+ + + Return on Average Investment (ROAI) - Return on Average Investment (ROAI) - - -
+ Return on Investment (ROI) +
+
- } +
Language
diff --git a/apps/client/src/app/pages/faq/overview/faq-overview-page.html b/apps/client/src/app/pages/faq/overview/faq-overview-page.html index fd94810a30..145479fc32 100644 --- a/apps/client/src/app/pages/faq/overview/faq-overview-page.html +++ b/apps/client/src/app/pages/faq/overview/faq-overview-page.html @@ -48,12 +48,16 @@ > Ghostfolio uses the Return on Average Investment (ROAI) - calculation method based on the average amount of capital invested - over time. ROAI aims to provide a more insightful view of investment - performance than simpler approaches, especially when contributions are - made over time. Dividends are included in the calculation (total - return).Ghostfolio offers two calculation methods, which you can select in + the settings of your account. The + Return on Average Investment (ROAI) is based on the average + amount of capital invested over time. ROAI aims to provide a more + insightful view of investment performance than simpler approaches, + especially when contributions are made over time. The + Return on Investment (ROI) relates the performance to the total + amount of all purchases, which makes it easy to compare with the + statements of your broker. Dividends are included in both calculations + (total return). diff --git a/apps/client/src/app/pages/portfolio/analysis/analysis-page.html b/apps/client/src/app/pages/portfolio/analysis/analysis-page.html index 255ede038a..9c515ae0a3 100644 --- a/apps/client/src/app/pages/portfolio/analysis/analysis-page.html +++ b/apps/client/src/app/pages/portfolio/analysis/analysis-page.html @@ -264,6 +264,16 @@ title="Return on Average Investment (total return with dividends)" >(ROAI) + } @else if ( + user?.settings?.performanceCalculationType === + PerformanceCalculationType.ROI + ) { + (ROI) }