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Feature/extend analysis page by values (#6204)

Added a new row displaying portfolio values above the benchmark comparator in the analysis page:
   - Value (currentValueInBaseCurrency)
   - Change with Currency Effect (netPerformanceWithCurrencyEffect)
   - Performance with Currency Effect (netPerformancePercentageWithCurrencyEffect)
pull/6210/head
Sven Günther 3 weeks ago
parent
commit
6d04e32975
  1. 6
      CHANGELOG.md
  2. 61
      apps/client/src/app/pages/portfolio/analysis/analysis-page.html

6
CHANGELOG.md

@ -5,6 +5,12 @@ 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/), 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). and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## Unreleased
### Added
- Added value, change with currency effect and performance with currency effect to the analysis page
## 2.231.0 - 2026-01-17 ## 2.231.0 - 2026-01-17
### Changed ### Changed

61
apps/client/src/app/pages/portfolio/analysis/analysis-page.html

@ -74,6 +74,67 @@
</div> </div>
</div> </div>
} }
<div class="mb-5 row">
<div class="col-md-4 mb-3 mb-md-0">
<mat-card appearance="outlined">
<mat-card-content>
<gf-value
i18n
size="large"
[isCurrency]="true"
[locale]="user?.settings?.locale"
[unit]="user?.settings?.baseCurrency"
[value]="
isLoadingInvestmentChart
? undefined
: performance?.currentValueInBaseCurrency
"
>Value</gf-value
>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4 mb-3 mb-md-0">
<mat-card appearance="outlined">
<mat-card-content>
<gf-value
i18n
size="large"
[colorizeSign]="true"
[isCurrency]="true"
[locale]="user?.settings?.locale"
[unit]="user?.settings?.baseCurrency"
[value]="
isLoadingInvestmentChart
? undefined
: performance?.netPerformanceWithCurrencyEffect
"
>Change with Currency Effect</gf-value
>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4">
<mat-card appearance="outlined">
<mat-card-content>
<gf-value
i18n
size="large"
[colorizeSign]="true"
[isPercent]="true"
[locale]="user?.settings?.locale"
[value]="
isLoadingInvestmentChart
? undefined
: performance?.netPerformancePercentageWithCurrencyEffect
"
>Performance with Currency Effect</gf-value
>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="mb-5 row"> <div class="mb-5 row">
<div class="col-lg"> <div class="col-lg">
<gf-benchmark-comparator <gf-benchmark-comparator

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