Extend Public API with portfolio performance metrics endpoint

README.md

@@ -220,6 +220,36 @@ Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TO
 }
 ```
 
+### Portfolio (experimental)
+
+#### Prerequisites
+
+Grant access of type _Public_ in the _Access_ tab of _My Ghostfolio_.
+
+#### Request
+
+`GET http://localhost:3333/api/v1/portfolio/public/<INSERT_ACCESS_ID>`
+
+#### Response
+
+##### Success
+
+```
+{
+  "performance": {
+    "1d": {
+      "relativeChange": 0 // normalized (-1 to 1)
+    };
+    "ytd": {
+      "relativeChange": 0 // normalized (-1 to 1)
+    },
+    "max": {
+      "relativeChange": 0 // normalized (-1 to 1)
+    }
+  }
+}
+```
+
 ## Community Projects
 
 Discover a variety of community projects for Ghostfolio: https://github.com/topics/ghostfolio

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

@@ -26,7 +26,7 @@ import {
   PortfolioHoldingsResponse,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
-  PortfolioPublicDetails,
+  PortfolioPublicResponse,
   PortfolioReport
 } from '@ghostfolio/common/interfaces';
 import {
@@ -501,7 +501,7 @@ export class PortfolioController {
   @UseInterceptors(TransformDataSourceInResponseInterceptor)
   public async getPublic(
     @Param('accessId') accessId
-  ): Promise<PortfolioPublicDetails> {
+  ): Promise<PortfolioPublicResponse> {
     const access = await this.accessService.access({ id: accessId });
 
     if (!access) {
@@ -521,31 +521,59 @@ export class PortfolioController {
       hasDetails = user.subscription.type === 'Premium';
     }
 
-    const { holdings } = await this.portfolioService.getDetails({
-      filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
-      impersonationId: access.userId,
-      userId: user.id,
-      withMarkets: true
-    });
+    const [
+      { holdings },
+      { performance: performance1d },
+      { performance: performanceMax },
+      { performance: performanceYtd }
+    ] = await Promise.all([
+      this.portfolioService.getDetails({
+        filters: [{ id: 'EQUITY', type: 'ASSET_CLASS' }],
+        impersonationId: access.userId,
+        userId: user.id,
+        withMarkets: true
+      }),
+      ...['1d', 'max', 'ytd'].map((dateRange) => {
+        return this.portfolioService.getPerformance({
+          dateRange,
+          impersonationId: undefined,
+          userId: user.id
+        });
+      })
+    ]);
 
-    const portfolioPublicDetails: PortfolioPublicDetails = {
+    const portfolioPublicResponse: PortfolioPublicResponse = {
       hasDetails,
       alias: access.alias,
-      holdings: {}
+      holdings: {},
+      performance: {
+        '1d': {
+          relativeChange:
+            performance1d.netPerformancePercentageWithCurrencyEffect
+        },
+        max: {
+          relativeChange:
+            performanceMax.netPerformancePercentageWithCurrencyEffect
+        },
+        ytd: {
+          relativeChange:
+            performanceYtd.netPerformancePercentageWithCurrencyEffect
+        }
+      }
     };
 
     const totalValue = Object.values(holdings)
-      .map((portfolioPosition) => {
+      .map(({ currency, marketPrice, quantity }) => {
         return this.exchangeRateDataService.toCurrency(
-          portfolioPosition.quantity * portfolioPosition.marketPrice,
-          portfolioPosition.currency,
+          quantity * marketPrice,
+          currency,
           this.request.user?.Settings?.settings.baseCurrency ?? DEFAULT_CURRENCY
         );
       })
       .reduce((a, b) => a + b, 0);
 
     for (const [symbol, portfolioPosition] of Object.entries(holdings)) {
-      portfolioPublicDetails.holdings[symbol] = {
+      portfolioPublicResponse.holdings[symbol] = {
         allocationInPercentage:
           portfolioPosition.valueInBaseCurrency / totalValue,
         countries: hasDetails ? portfolioPosition.countries : [],
@@ -563,7 +591,7 @@ export class PortfolioController {
       };
     }
 
-    return portfolioPublicDetails;
+    return portfolioPublicResponse;
   }
 
   @Get('position/:dataSource/:symbol')

apps/client/src/app/components/access-table/access-table.component.html

@@ -41,6 +41,15 @@
               >{{ baseUrl }}/{{ defaultLanguageCode }}/p/{{ element.id }}</a
             >
           </div>
+          @if (user?.settings?.isExperimentalFeatures) {
+            <div>
+              <code
+                >GET {{ baseUrl }}/api/v1/portfolio/public/{{
+                  element.id
+                }}</code
+              >
+            </div>
+          }
         }
       </td>
     </ng-container>

apps/client/src/app/components/access-table/access-table.component.ts

@@ -1,7 +1,7 @@
 import { ConfirmationDialogType } from '@ghostfolio/client/core/notification/confirmation-dialog/confirmation-dialog.type';
 import { NotificationService } from '@ghostfolio/client/core/notification/notification.service';
 import { DEFAULT_LANGUAGE_CODE } from '@ghostfolio/common/config';
-import { Access } from '@ghostfolio/common/interfaces';
+import { Access, User } from '@ghostfolio/common/interfaces';
 
 import {
   ChangeDetectionStrategy,
@@ -23,6 +23,7 @@ import { MatTableDataSource } from '@angular/material/table';
 export class AccessTableComponent implements OnChanges, OnInit {
   @Input() accesses: Access[];
   @Input() showActions: boolean;
+  @Input() user: User;
 
   @Output() accessDeleted = new EventEmitter<string>();
 

apps/client/src/app/components/user-account-access/user-account-access.html

@@ -10,6 +10,7 @@
   <gf-access-table
     [accesses]="accesses"
     [showActions]="hasPermissionToDeleteAccess"
+    [user]="user"
     (accessDeleted)="onDeleteAccess($event)"
   />
   @if (hasPermissionToCreateAccess) {

apps/client/src/app/pages/public/public-page.component.ts

@@ -3,7 +3,7 @@ import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import { prettifySymbol } from '@ghostfolio/common/helper';
 import {
   PortfolioPosition,
-  PortfolioPublicDetails
+  PortfolioPublicResponse
 } from '@ghostfolio/common/interfaces';
 import { Market } from '@ghostfolio/common/types';
 
@@ -29,11 +29,11 @@ export class PublicPageComponent implements OnInit {
     [code: string]: { name: string; value: number };
   };
   public deviceType: string;
-  public holdings: PortfolioPublicDetails['holdings'][string][];
+  public holdings: PortfolioPublicResponse['holdings'][string][];
   public markets: {
     [key in Market]: { name: string; value: number };
   };
-  public portfolioPublicDetails: PortfolioPublicDetails;
+  public portfolioPublicDetails: PortfolioPublicResponse;
   public positions: {
     [symbol: string]: Pick<PortfolioPosition, 'currency' | 'name'> & {
       value: number;

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

@@ -36,7 +36,7 @@ import {
   PortfolioHoldingsResponse,
   PortfolioInvestments,
   PortfolioPerformanceResponse,
-  PortfolioPublicDetails,
+  PortfolioPublicResponse,
   PortfolioReport,
   User
 } from '@ghostfolio/common/interfaces';
@@ -611,7 +611,7 @@ export class DataService {
 
   public fetchPortfolioPublic(aId: string) {
     return this.http
-      .get<PortfolioPublicDetails>(`/api/v1/portfolio/public/${aId}`)
+      .get<PortfolioPublicResponse>(`/api/v1/portfolio/public/${aId}`)
       .pipe(
         map((response) => {
           if (response.holdings) {

libs/common/src/lib/interfaces/index.ts

@@ -31,7 +31,6 @@ import type { PortfolioItem } from './portfolio-item.interface';
 import type { PortfolioOverview } from './portfolio-overview.interface';
 import type { PortfolioPerformance } from './portfolio-performance.interface';
 import type { PortfolioPosition } from './portfolio-position.interface';
-import type { PortfolioPublicDetails } from './portfolio-public-details.interface';
 import type { PortfolioReportRule } from './portfolio-report-rule.interface';
 import type { PortfolioReport } from './portfolio-report.interface';
 import type { PortfolioSummary } from './portfolio-summary.interface';
@@ -44,6 +43,7 @@ import type { ImportResponse } from './responses/import-response.interface';
 import type { OAuthResponse } from './responses/oauth-response.interface';
 import type { PortfolioHoldingsResponse } from './responses/portfolio-holdings-response.interface';
 import type { PortfolioPerformanceResponse } from './responses/portfolio-performance-response.interface';
+import type { PortfolioPublicResponse } from './responses/portfolio-public-response.interface';
 import type { ScraperConfiguration } from './scraper-configuration.interface';
 import type { Statistics } from './statistics.interface';
 import type { Subscription } from './subscription.interface';
@@ -91,7 +91,7 @@ export {
   PortfolioPerformance,
   PortfolioPerformanceResponse,
   PortfolioPosition,
-  PortfolioPublicDetails,
+  PortfolioPublicResponse,
   PortfolioReport,
   PortfolioReportRule,
   PortfolioSummary,

libs/common/src/lib/interfaces/portfolio-public-details.interface.ts → libs/common/src/lib/interfaces/responses/portfolio-public-response.interface.ts

@@ -1,6 +1,6 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '../portfolio-position.interface';
 
-export interface PortfolioPublicDetails {
+export interface PortfolioPublicResponse extends PortfolioPublicResponseV1 {
   alias?: string;
   hasDetails: boolean;
   holdings: {
@@ -22,3 +22,17 @@ export interface PortfolioPublicDetails {
     >;
   };
 }
+
+export interface PortfolioPublicResponseV1 {
+  performance: {
+    '1d': {
+      relativeChange: number;
+    };
+    max: {
+      relativeChange: number;
+    };
+    ytd: {
+      relativeChange: number;
+    };
+  };
+}