diff --git a/CHANGELOG.md b/CHANGELOG.md
index 6b5849d46..9a967989f 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,6 +5,16 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+## Unreleased
+
+### Added
+
+- Added a _Storybook_ story for the holdings table component
+
+### Changed
+
+- Disabled the zoom functionality in the _Progressive Web App_ (PWA)
+
## 2.208.0 - 2025-10-11
### Added
diff --git a/apps/client/src/index.html b/apps/client/src/index.html
index cfdcbc4c8..c923e3e0c 100644
--- a/apps/client/src/index.html
+++ b/apps/client/src/index.html
@@ -13,7 +13,7 @@
diff --git a/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts b/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
index 42f48fffd..aeda82fd9 100644
--- a/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
+++ b/libs/ui/src/lib/accounts-table/accounts-table.component.stories.ts
@@ -112,6 +112,7 @@ export const Loading: Story = {
accounts: undefined,
baseCurrency: 'USD',
deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
locale: 'en-US',
showActions: false,
showAllocationInPercentage: false,
@@ -128,6 +129,7 @@ export const Default: Story = {
accounts,
baseCurrency: 'USD',
deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
locale: 'en-US',
showActions: false,
showAllocationInPercentage: false,
@@ -147,6 +149,7 @@ export const WithoutFooter: Story = {
accounts,
baseCurrency: 'USD',
deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
locale: 'en-US',
showActions: false,
showAllocationInPercentage: false,
diff --git a/libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts b/libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts
new file mode 100644
index 000000000..37e73e9e4
--- /dev/null
+++ b/libs/ui/src/lib/holdings-table/holdings-table.component.stories.ts
@@ -0,0 +1,62 @@
+import { CommonModule } from '@angular/common';
+import { MatButtonModule } from '@angular/material/button';
+import { MatDialogModule } from '@angular/material/dialog';
+import { MatPaginatorModule } from '@angular/material/paginator';
+import { MatSortModule } from '@angular/material/sort';
+import { MatTableModule } from '@angular/material/table';
+import { moduleMetadata } from '@storybook/angular';
+import type { Meta, StoryObj } from '@storybook/angular';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+
+import { GfEntityLogoComponent } from '../entity-logo';
+import { holdings } from '../mocks/holdings';
+import { GfValueComponent } from '../value';
+import { GfHoldingsTableComponent } from './holdings-table.component';
+
+export default {
+ title: 'Holdings Table',
+ component: GfHoldingsTableComponent,
+ decorators: [
+ moduleMetadata({
+ imports: [
+ CommonModule,
+ GfEntityLogoComponent,
+ GfValueComponent,
+ MatButtonModule,
+ MatDialogModule,
+ MatPaginatorModule,
+ MatSortModule,
+ MatTableModule,
+ NgxSkeletonLoaderModule
+ ]
+ })
+ ]
+} as Meta;
+
+type Story = StoryObj;
+
+export const Loading: Story = {
+ args: {
+ holdings: undefined,
+ baseCurrency: 'USD',
+ deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
+ hasPermissionToShowQuantities: true,
+ hasPermissionToShowValues: true,
+ locale: 'en-US',
+ pageSize: Number.MAX_SAFE_INTEGER
+ }
+};
+
+export const Default: Story = {
+ args: {
+ holdings,
+ baseCurrency: 'USD',
+ deviceType: 'desktop',
+ hasPermissionToOpenDetails: false,
+ hasPermissionToShowQuantities: true,
+ hasPermissionToShowValues: true,
+ locale: 'en-US',
+ pageSize: Number.MAX_SAFE_INTEGER
+ }
+};
diff --git a/libs/ui/src/lib/mocks/holdings.ts b/libs/ui/src/lib/mocks/holdings.ts
new file mode 100644
index 000000000..6e8485c82
--- /dev/null
+++ b/libs/ui/src/lib/mocks/holdings.ts
@@ -0,0 +1,293 @@
+import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+
+export const holdings: PortfolioPosition[] = [
+ {
+ allocationInPercentage: 0.042990776363386086,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2021-12-01T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 3856,
+ grossPerformancePercent: 0.46047289228564603,
+ grossPerformancePercentWithCurrencyEffect: 0.46047289228564603,
+ grossPerformanceWithCurrencyEffect: 3856,
+ holdings: [],
+ investment: 8374,
+ marketPrice: 244.6,
+ name: 'Apple Inc',
+ netPerformance: 3855,
+ netPerformancePercent: 0.460353475041796,
+ netPerformancePercentWithCurrencyEffect: 0.036440677966101696,
+ netPerformanceWithCurrencyEffect: 430,
+ quantity: 50,
+ sectors: [
+ {
+ name: 'Technology',
+ weight: 1
+ }
+ ],
+ symbol: 'AAPL',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.apple.com',
+ valueInBaseCurrency: 12230
+ },
+ {
+ allocationInPercentage: 0.02377401948293552,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'DE',
+ weight: 1,
+ continent: 'Europe',
+ name: 'Germany'
+ }
+ ],
+ currency: 'EUR',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2021-04-23T00:00:00.000Z'),
+ dividend: 192,
+ grossPerformance: 2226.700251889169,
+ grossPerformancePercent: 0.49083842309827874,
+ grossPerformancePercentWithCurrencyEffect: 0.29306136948826367,
+ grossPerformanceWithCurrencyEffect: 1532.8272791336772,
+ holdings: [],
+ investment: 4536.523929471033,
+ marketPrice: 322.2,
+ name: 'Allianz SE',
+ netPerformance: 2222.2921914357685,
+ netPerformancePercent: 0.48986674069961134,
+ netPerformancePercentWithCurrencyEffect: 0.034489367670592026,
+ netPerformanceWithCurrencyEffect: 225.48257403052068,
+ quantity: 20,
+ sectors: [
+ {
+ name: 'Financial Services',
+ weight: 1
+ }
+ ],
+ symbol: 'ALV.DE',
+ tags: [],
+ transactionCount: 2,
+ url: 'https://www.allianz.com',
+ valueInBaseCurrency: 6763.224181360202
+ },
+ {
+ allocationInPercentage: 0.08038536990007467,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2018-10-01T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 12758.05,
+ grossPerformancePercent: 1.2619300787837724,
+ grossPerformancePercentWithCurrencyEffect: 1.2619300787837724,
+ grossPerformanceWithCurrencyEffect: 12758.05,
+ holdings: [],
+ investment: 10109.95,
+ marketPrice: 228.68,
+ name: 'Amazon.com, Inc.',
+ netPerformance: 12677.26,
+ netPerformancePercent: 1.253938941339967,
+ netPerformancePercentWithCurrencyEffect: -0.037866008722316276,
+ netPerformanceWithCurrencyEffect: -899.99926757812,
+ quantity: 100,
+ sectors: [
+ {
+ name: 'Consumer Discretionary',
+ weight: 1
+ }
+ ],
+ symbol: 'AMZN',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.aboutamazon.com',
+ valueInBaseCurrency: 22868
+ },
+ {
+ allocationInPercentage: 0.19216416482928922,
+ assetClass: 'LIQUIDITY' as any,
+ assetClassLabel: 'Liquidity',
+ assetSubClass: 'CRYPTOCURRENCY' as any,
+ assetSubClassLabel: 'Cryptocurrency',
+ countries: [],
+ currency: 'USD',
+ dataSource: 'COINGECKO' as any,
+ dateOfFirstActivity: new Date('2017-08-16T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 52666.7898248,
+ grossPerformancePercent: 26.333394912400003,
+ grossPerformancePercentWithCurrencyEffect: 26.333394912400003,
+ grossPerformanceWithCurrencyEffect: 52666.7898248,
+ holdings: [],
+ investment: 1999.9999999999998,
+ marketPrice: 97364,
+ name: 'Bitcoin',
+ netPerformance: 52636.8898248,
+ netPerformancePercent: 26.3184449124,
+ netPerformancePercentWithCurrencyEffect: -0.04760906442310894,
+ netPerformanceWithCurrencyEffect: -2732.737808972287,
+ quantity: 0.5614682,
+ sectors: [],
+ symbol: 'bitcoin',
+ tags: [],
+ transactionCount: 1,
+ url: null,
+ valueInBaseCurrency: 54666.7898248
+ },
+ {
+ allocationInPercentage: 0.04307127421937313,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2023-01-03T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 5065.5,
+ grossPerformancePercent: 0.7047750229568411,
+ grossPerformancePercentWithCurrencyEffect: 0.7047750229568411,
+ grossPerformanceWithCurrencyEffect: 5065.5,
+ holdings: [],
+ investment: 7187.4,
+ marketPrice: 408.43,
+ name: 'Microsoft Corporation',
+ netPerformance: 5065.5,
+ netPerformancePercent: 0.7047750229568411,
+ netPerformancePercentWithCurrencyEffect: -0.015973588391056275,
+ netPerformanceWithCurrencyEffect: -198.899926757814,
+ quantity: 30,
+ sectors: [
+ {
+ name: 'Technology',
+ weight: 1
+ }
+ ],
+ symbol: 'MSFT',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.microsoft.com',
+ valueInBaseCurrency: 12252.9
+ },
+ {
+ allocationInPercentage: 0.18762679306394897,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'STOCK' as any,
+ assetSubClassLabel: 'Stock',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2017-01-03T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 51227.500000005,
+ grossPerformancePercent: 23.843379101756675,
+ grossPerformancePercentWithCurrencyEffect: 23.843379101756675,
+ grossPerformanceWithCurrencyEffect: 51227.500000005,
+ holdings: [],
+ investment: 2148.499999995,
+ marketPrice: 355.84,
+ name: 'Tesla, Inc.',
+ netPerformance: 51197.500000005,
+ netPerformancePercent: 23.829415871596066,
+ netPerformancePercentWithCurrencyEffect: -0.12051410125545206,
+ netPerformanceWithCurrencyEffect: -7314.00091552734,
+ quantity: 150,
+ sectors: [
+ {
+ name: 'Consumer Discretionary',
+ weight: 1
+ }
+ ],
+ symbol: 'TSLA',
+ tags: [],
+ transactionCount: 1,
+ url: 'https://www.tesla.com',
+ valueInBaseCurrency: 53376
+ },
+ {
+ allocationInPercentage: 0.053051250766657634,
+ assetClass: 'EQUITY' as any,
+ assetClassLabel: 'Equity',
+ assetSubClass: 'ETF' as any,
+ assetSubClassLabel: 'ETF',
+ countries: [
+ {
+ code: 'US',
+ weight: 1,
+ continent: 'North America',
+ name: 'United States'
+ }
+ ],
+ currency: 'USD',
+ dataSource: 'YAHOO' as any,
+ dateOfFirstActivity: new Date('2019-03-01T00:00:00.000Z'),
+ dividend: 0,
+ grossPerformance: 6845.8,
+ grossPerformancePercent: 1.0164758094605268,
+ grossPerformancePercentWithCurrencyEffect: 1.0164758094605268,
+ grossPerformanceWithCurrencyEffect: 6845.8,
+ holdings: [],
+ investment: 8246.2,
+ marketPrice: 301.84,
+ name: 'Vanguard Total Stock Market Index Fund ETF Shares',
+ netPerformance: 6746.3,
+ netPerformancePercent: 1.0017018833976383,
+ netPerformancePercentWithCurrencyEffect: 0.01085061564051406,
+ netPerformanceWithCurrencyEffect: 161.99969482422,
+ quantity: 50,
+ sectors: [
+ {
+ name: 'Equity',
+ weight: 1
+ }
+ ],
+ symbol: 'VTI',
+ tags: [],
+ transactionCount: 5,
+ url: 'https://www.vanguard.com',
+ valueInBaseCurrency: 15092
+ }
+];
diff --git a/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts b/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts
index 2000b4f98..c8951ce6b 100644
--- a/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts
+++ b/libs/ui/src/lib/treemap-chart/treemap-chart.component.stories.ts
@@ -4,6 +4,7 @@ import { moduleMetadata } from '@storybook/angular';
import type { Meta, StoryObj } from '@storybook/angular';
import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
+import { holdings } from '../mocks/holdings';
import { GfTreemapChartComponent } from './treemap-chart.component';
export default {
@@ -34,359 +35,11 @@ type Story = StoryObj;
export const Default: Story = {
args: {
+ holdings,
baseCurrency: 'USD',
colorScheme: 'LIGHT',
cursor: undefined,
dateRange: 'mtd',
- holdings: [
- {
- allocationInPercentage: 0.042990776363386086,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2021-12-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 3856,
- grossPerformancePercent: 0.46047289228564603,
- grossPerformancePercentWithCurrencyEffect: 0.46047289228564603,
- grossPerformanceWithCurrencyEffect: 3856,
- holdings: [],
- investment: 8374,
- marketPrice: 244.6,
- name: 'Apple Inc',
- netPerformance: 3855,
- netPerformancePercent: 0.460353475041796,
- netPerformancePercentWithCurrencyEffect: 0.036440677966101696,
- netPerformanceWithCurrencyEffect: 430,
- quantity: 50,
- sectors: [],
- symbol: 'AAPL',
- tags: [],
- transactionCount: 1,
- url: 'https://www.apple.com',
- valueInBaseCurrency: 12230
- },
- {
- allocationInPercentage: 0.02377401948293552,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'EUR',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2021-04-23T00:00:00.000Z'),
- dividend: 192,
- grossPerformance: 2226.700251889169,
- grossPerformancePercent: 0.49083842309827874,
- grossPerformancePercentWithCurrencyEffect: 0.29306136948826367,
- grossPerformanceWithCurrencyEffect: 1532.8272791336772,
- holdings: [],
- investment: 4536.523929471033,
- marketPrice: 322.2,
- name: 'Allianz SE',
- netPerformance: 2222.2921914357685,
- netPerformancePercent: 0.48986674069961134,
- netPerformancePercentWithCurrencyEffect: 0.034489367670592026,
- netPerformanceWithCurrencyEffect: 225.48257403052068,
- quantity: 20,
- sectors: [],
- symbol: 'ALV.DE',
- tags: [],
- transactionCount: 2,
- url: 'https://www.allianz.com',
- valueInBaseCurrency: 6763.224181360202
- },
- {
- allocationInPercentage: 0.08038536990007467,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2018-10-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 12758.05,
- grossPerformancePercent: 1.2619300787837724,
- grossPerformancePercentWithCurrencyEffect: 1.2619300787837724,
- grossPerformanceWithCurrencyEffect: 12758.05,
- holdings: [],
- investment: 10109.95,
- marketPrice: 228.68,
- name: 'Amazon.com, Inc.',
- netPerformance: 12677.26,
- netPerformancePercent: 1.253938941339967,
- netPerformancePercentWithCurrencyEffect: -0.037866008722316276,
- netPerformanceWithCurrencyEffect: -899.99926757812,
- quantity: 100,
- sectors: [],
- symbol: 'AMZN',
- tags: [],
- transactionCount: 1,
- url: 'https://www.aboutamazon.com',
- valueInBaseCurrency: 22868
- },
- {
- allocationInPercentage: 0.19216416482928922,
- assetClass: 'LIQUIDITY',
- assetSubClass: 'CRYPTOCURRENCY',
- countries: [],
- currency: 'USD',
- dataSource: 'COINGECKO',
- dateOfFirstActivity: new Date('2017-08-16T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 52666.7898248,
- grossPerformancePercent: 26.333394912400003,
- grossPerformancePercentWithCurrencyEffect: 26.333394912400003,
- grossPerformanceWithCurrencyEffect: 52666.7898248,
- holdings: [],
- investment: 1999.9999999999998,
- marketPrice: 97364,
- name: 'Bitcoin',
- netPerformance: 52636.8898248,
- netPerformancePercent: 26.3184449124,
- netPerformancePercentWithCurrencyEffect: -0.04760906442310894,
- netPerformanceWithCurrencyEffect: -2732.737808972287,
- quantity: 0.5614682,
- sectors: [],
- symbol: 'bitcoin',
- tags: [],
- transactionCount: 1,
- url: null,
- valueInBaseCurrency: 54666.7898248
- },
- {
- allocationInPercentage: 0.007378652850073097,
- assetClass: 'FIXED_INCOME',
- assetSubClass: 'BOND',
- countries: [],
- currency: 'EUR',
- dataSource: 'MANUAL',
- dateOfFirstActivity: new Date('2021-02-01T00:00:00.000Z'),
- dividend: 11.45,
- grossPerformance: 0,
- grossPerformancePercent: 0,
- grossPerformancePercentWithCurrencyEffect: -0.1247202380342517,
- grossPerformanceWithCurrencyEffect: -258.2576430160448,
- holdings: [],
- investment: 2099.0764063811926,
- marketPrice: 1,
- name: 'Bondora Go & Grow',
- netPerformance: 0,
- netPerformancePercent: 0,
- netPerformancePercentWithCurrencyEffect: 0.009445843828715519,
- netPerformanceWithCurrencyEffect: 19.6420125363184,
- quantity: 2000,
- sectors: [],
- symbol: 'BONDORA_GO_AND_GROW',
- tags: [],
- transactionCount: 5,
- url: null,
- valueInBaseCurrency: 2099.0764063811926
- },
- {
- allocationInPercentage: 0.07787531695543741,
- assetClass: 'EQUITY',
- assetSubClass: 'ETF',
- countries: [],
- currency: 'CHF',
- dataSource: 'MANUAL',
- dateOfFirstActivity: new Date('2021-04-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 4550.843985045582,
- grossPerformancePercent: 0.3631417324494093,
- grossPerformancePercentWithCurrencyEffect: 0.42037247857285137,
- grossPerformanceWithCurrencyEffect: 5107.057936556927,
- holdings: [],
- investment: 17603.097090932337,
- marketPrice: 188.22,
- name: 'frankly Extreme 95 Index',
- netPerformance: 4550.843985045582,
- netPerformancePercent: 0.3631417324494093,
- netPerformancePercentWithCurrencyEffect: 0.026190604904358043,
- netPerformanceWithCurrencyEffect: 565.4165171873152,
- quantity: 105.87328656807,
- sectors: [],
- symbol: 'FRANKLY95P',
- tags: [],
- transactionCount: 6,
- url: 'https://www.frankly.ch',
- valueInBaseCurrency: 22153.941075977917
- },
- {
- allocationInPercentage: 0.04307127421937313,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2023-01-03T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 5065.5,
- grossPerformancePercent: 0.7047750229568411,
- grossPerformancePercentWithCurrencyEffect: 0.7047750229568411,
- grossPerformanceWithCurrencyEffect: 5065.5,
- holdings: [],
- investment: 7187.4,
- marketPrice: 408.43,
- name: 'Microsoft Corporation',
- netPerformance: 5065.5,
- netPerformancePercent: 0.7047750229568411,
- netPerformancePercentWithCurrencyEffect: -0.015973588391056275,
- netPerformanceWithCurrencyEffect: -198.899926757814,
- quantity: 30,
- sectors: [],
- symbol: 'MSFT',
- tags: [],
- transactionCount: 1,
- url: 'https://www.microsoft.com',
- valueInBaseCurrency: 12252.9
- },
- {
- allocationInPercentage: 0.18762679306394897,
- assetClass: 'EQUITY',
- assetSubClass: 'STOCK',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2017-01-03T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 51227.500000005,
- grossPerformancePercent: 23.843379101756675,
- grossPerformancePercentWithCurrencyEffect: 23.843379101756675,
- grossPerformanceWithCurrencyEffect: 51227.500000005,
- holdings: [],
- investment: 2148.499999995,
- marketPrice: 355.84,
- name: 'Tesla, Inc.',
- netPerformance: 51197.500000005,
- netPerformancePercent: 23.829415871596066,
- netPerformancePercentWithCurrencyEffect: -0.12051410125545206,
- netPerformanceWithCurrencyEffect: -7314.00091552734,
- quantity: 150,
- sectors: [],
- symbol: 'TSLA',
- tags: [],
- transactionCount: 1,
- url: 'https://www.tesla.com',
- valueInBaseCurrency: 53376
- },
- {
- allocationInPercentage: 0.053051250766657634,
- assetClass: 'EQUITY',
- assetSubClass: 'ETF',
- countries: [],
- currency: 'USD',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2019-03-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 6845.8,
- grossPerformancePercent: 1.0164758094605268,
- grossPerformancePercentWithCurrencyEffect: 1.0164758094605268,
- grossPerformanceWithCurrencyEffect: 6845.8,
- holdings: [],
- investment: 8246.2,
- marketPrice: 301.84,
- name: 'Vanguard Total Stock Market Index Fund ETF Shares',
- netPerformance: 6746.3,
- netPerformancePercent: 1.0017018833976383,
- netPerformancePercentWithCurrencyEffect: 0.01085061564051406,
- netPerformanceWithCurrencyEffect: 161.99969482422,
- quantity: 50,
- sectors: [],
- symbol: 'VTI',
- tags: [],
- transactionCount: 5,
- url: 'https://www.vanguard.com',
- valueInBaseCurrency: 15092
- },
- {
- allocationInPercentage: 0.0836576192450555,
- assetClass: 'EQUITY',
- assetSubClass: 'ETF',
- countries: [],
- currency: 'CHF',
- dataSource: 'YAHOO',
- dateOfFirstActivity: new Date('2018-03-01T00:00:00.000Z'),
- dividend: 0,
- grossPerformance: 6462.42356864925,
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