From 7ba27b2b8ab374fefa1629a57086a6c4ebc6406c Mon Sep 17 00:00:00 2001 From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com> Date: Sun, 16 Feb 2025 09:59:00 +0100 Subject: [PATCH] Improve holdings mock data --- .../treemap-chart.component.stories.ts | 174 ++++++++++++------ 1 file changed, 114 insertions(+), 60 deletions(-) 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 c508a6923..2000b4f98 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 @@ -1,4 +1,5 @@ import { CommonModule } from '@angular/common'; +import '@angular/localize/init'; import { moduleMetadata } from '@storybook/angular'; import type { Meta, StoryObj } from '@storybook/angular'; import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader'; @@ -19,6 +20,12 @@ export default { type: 'select' }, options: ['DARK', 'LIGHT'] + }, + cursor: { + control: { + type: 'select' + }, + options: ['', 'pointer'] } } } as Meta; @@ -29,15 +36,17 @@ export const Default: Story = { args: { baseCurrency: 'USD', colorScheme: 'LIGHT', - cursor: 'pointer', - dateRange: 'max', + cursor: undefined, + dateRange: 'mtd', holdings: [ { - allocationInPercentage: 0.04297389794222121, + allocationInPercentage: 0.042990776363386086, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', countries: [], currency: 'USD', - dataSource: 'EOD_HISTORICAL_DATA', - dateOfFirstActivity: new Date('2021-11-30T23:00:00.000Z'), + dataSource: 'YAHOO', + dateOfFirstActivity: new Date('2021-12-01T00:00:00.000Z'), dividend: 0, grossPerformance: 3856, grossPerformancePercent: 0.46047289228564603, @@ -49,20 +58,24 @@ export const Default: Story = { name: 'Apple Inc', netPerformance: 3855, netPerformancePercent: 0.460353475041796, - netPerformancePercentWithCurrencyEffect: 0.33517397382382147, - netPerformanceWithCurrencyEffect: 3070.145, + netPerformancePercentWithCurrencyEffect: 0.036440677966101696, + netPerformanceWithCurrencyEffect: 430, quantity: 50, sectors: [], - symbol: 'AAPL.US', + symbol: 'AAPL', + tags: [], transactionCount: 1, + url: 'https://www.apple.com', valueInBaseCurrency: 12230 }, { - allocationInPercentage: 0.02376468566885821, + allocationInPercentage: 0.02377401948293552, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', countries: [], currency: 'EUR', dataSource: 'YAHOO', - dateOfFirstActivity: new Date('2021-04-22T22:00:00.000Z'), + dateOfFirstActivity: new Date('2021-04-23T00:00:00.000Z'), dividend: 192, grossPerformance: 2226.700251889169, grossPerformancePercent: 0.49083842309827874, @@ -74,16 +87,20 @@ export const Default: Story = { name: 'Allianz SE', netPerformance: 2222.2921914357685, netPerformancePercent: 0.48986674069961134, - netPerformancePercentWithCurrencyEffect: 0.2758025127480495, - netPerformanceWithCurrencyEffect: 1462.071288352983, + netPerformancePercentWithCurrencyEffect: 0.034489367670592026, + netPerformanceWithCurrencyEffect: 225.48257403052068, quantity: 20, sectors: [], symbol: 'ALV.DE', + tags: [], transactionCount: 2, + url: 'https://www.allianz.com', valueInBaseCurrency: 6763.224181360202 }, { - allocationInPercentage: 0.08035381015067167, + allocationInPercentage: 0.08038536990007467, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', countries: [], currency: 'USD', dataSource: 'YAHOO', @@ -99,49 +116,57 @@ export const Default: Story = { name: 'Amazon.com, Inc.', netPerformance: 12677.26, netPerformancePercent: 1.253938941339967, - netPerformancePercentWithCurrencyEffect: 0.3467608709659129, - netPerformanceWithCurrencyEffect: 5887.99969482422, + netPerformancePercentWithCurrencyEffect: -0.037866008722316276, + netPerformanceWithCurrencyEffect: -899.99926757812, quantity: 100, sectors: [], symbol: 'AMZN', + tags: [], transactionCount: 1, + url: 'https://www.aboutamazon.com', valueInBaseCurrency: 22868 }, { - allocationInPercentage: 0.1924813257324291, + allocationInPercentage: 0.19216416482928922, + assetClass: 'LIQUIDITY', + assetSubClass: 'CRYPTOCURRENCY', countries: [], currency: 'USD', dataSource: 'COINGECKO', - dateOfFirstActivity: new Date('2017-08-15T22:00:00.000Z'), + dateOfFirstActivity: new Date('2017-08-16T00:00:00.000Z'), dividend: 0, - grossPerformance: 52778.5219966, - grossPerformancePercent: 26.389260998300003, - grossPerformancePercentWithCurrencyEffect: 26.389260998300003, - grossPerformanceWithCurrencyEffect: 52778.5219966, + grossPerformance: 52666.7898248, + grossPerformancePercent: 26.333394912400003, + grossPerformancePercentWithCurrencyEffect: 26.333394912400003, + grossPerformanceWithCurrencyEffect: 52666.7898248, holdings: [], investment: 1999.9999999999998, - marketPrice: 97563, + marketPrice: 97364, name: 'Bitcoin', - netPerformance: 52748.6219966, - netPerformancePercent: 26.3743109983, - netPerformancePercentWithCurrencyEffect: 0.8863678327863547, - netPerformanceWithCurrencyEffect: 25739.370117251725, + netPerformance: 52636.8898248, + netPerformancePercent: 26.3184449124, + netPerformancePercentWithCurrencyEffect: -0.04760906442310894, + netPerformanceWithCurrencyEffect: -2732.737808972287, quantity: 0.5614682, sectors: [], symbol: 'bitcoin', + tags: [], transactionCount: 1, - valueInBaseCurrency: 54778.5219966 + url: null, + valueInBaseCurrency: 54666.7898248 }, { - allocationInPercentage: 0.007375755949366297, + allocationInPercentage: 0.007378652850073097, + assetClass: 'FIXED_INCOME', + assetSubClass: 'BOND', countries: [], currency: 'EUR', dataSource: 'MANUAL', - dateOfFirstActivity: new Date('2021-01-31T23:00:00.000Z'), + dateOfFirstActivity: new Date('2021-02-01T00:00:00.000Z'), dividend: 11.45, grossPerformance: 0, grossPerformancePercent: 0, - grossPerformancePercentWithCurrencyEffect: -0.12473204800811313, + grossPerformancePercentWithCurrencyEffect: -0.1247202380342517, grossPerformanceWithCurrencyEffect: -258.2576430160448, holdings: [], investment: 2099.0764063811926, @@ -149,41 +174,49 @@ export const Default: Story = { name: 'Bondora Go & Grow', netPerformance: 0, netPerformancePercent: 0, - netPerformancePercentWithCurrencyEffect: -0.02592359361880765, - netPerformanceWithCurrencyEffect: -55.8637940282462, + netPerformancePercentWithCurrencyEffect: 0.009445843828715519, + netPerformanceWithCurrencyEffect: 19.6420125363184, quantity: 2000, sectors: [], symbol: 'BONDORA_GO_AND_GROW', + tags: [], transactionCount: 5, + url: null, valueInBaseCurrency: 2099.0764063811926 }, { - allocationInPercentage: 0.07784474266697115, + 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: 0.3632455413393694, - grossPerformancePercentWithCurrencyEffect: 0.4204922012941791, + 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: 0.3632455413393694, - netPerformancePercentWithCurrencyEffect: 0.15268708552686547, - netPerformanceWithCurrencyEffect: 2934.5524369077702, + 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: 0.043054364194296174, + allocationInPercentage: 0.04307127421937313, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', countries: [], currency: 'USD', dataSource: 'YAHOO', @@ -199,16 +232,20 @@ export const Default: Story = { name: 'Microsoft Corporation', netPerformance: 5065.5, netPerformancePercent: 0.7047750229568411, - netPerformancePercentWithCurrencyEffect: 0.004599573132220648, - netPerformanceWithCurrencyEffect: 56.100073242186, + netPerformancePercentWithCurrencyEffect: -0.015973588391056275, + netPerformanceWithCurrencyEffect: -198.899926757814, quantity: 30, sectors: [], symbol: 'MSFT', + tags: [], transactionCount: 1, + url: 'https://www.microsoft.com', valueInBaseCurrency: 12252.9 }, { - allocationInPercentage: 0.18755312972722804, + allocationInPercentage: 0.18762679306394897, + assetClass: 'EQUITY', + assetSubClass: 'STOCK', countries: [], currency: 'USD', dataSource: 'YAHOO', @@ -224,66 +261,78 @@ export const Default: Story = { name: 'Tesla, Inc.', netPerformance: 51197.500000005, netPerformancePercent: 23.829415871596066, - netPerformancePercentWithCurrencyEffect: 0.7752058140059775, - netPerformanceWithCurrencyEffect: 23308.50045776367, + netPerformancePercentWithCurrencyEffect: -0.12051410125545206, + netPerformanceWithCurrencyEffect: -7314.00091552734, quantity: 150, sectors: [], symbol: 'TSLA', + tags: [], transactionCount: 1, + url: 'https://www.tesla.com', valueInBaseCurrency: 53376 }, { - allocationInPercentage: 0.05303042254652514, + 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: 1.0165805525150873, - grossPerformancePercentWithCurrencyEffect: 1.0165805525150873, + 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: 1.0018051040685578, - netPerformancePercentWithCurrencyEffect: 0.208471773378915, - netPerformanceWithCurrencyEffect: 2603.499786376955, + 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: 0.08362477479211206, + 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, - grossPerformancePercent: 0.5464045087628423, - grossPerformancePercentWithCurrencyEffect: 0.6283507532327138, + grossPerformancePercent: 0.5463044783973836, + grossPerformancePercentWithCurrencyEffect: 0.6282343505275325, grossPerformanceWithCurrencyEffect: 7121.935580698947, holdings: [], investment: 17336.464702612564, marketPrice: 129.74, name: 'Vanguard FTSE All-World UCITS ETF', netPerformance: 6373.040578098944, - netPerformancePercent: 0.5388470856808387, - netPerformancePercentWithCurrencyEffect: 0.17446772990637183, - netPerformanceWithCurrencyEffect: 3535.3359698639256, + netPerformancePercent: 0.5387484388540966, + netPerformancePercentWithCurrencyEffect: 0.008409682389650015, + netPerformanceWithCurrencyEffect: 198.47200506226807, quantity: 165, sectors: [], symbol: 'VWRL.SW', + tags: [], transactionCount: 5, + url: 'https://www.vanguard.com', valueInBaseCurrency: 23798.888271261814 }, { - allocationInPercentage: 0.03263910303018637, + allocationInPercentage: 0.03265192235898284, + assetClass: 'EQUITY', + assetSubClass: 'ETF', countries: [], currency: 'EUR', dataSource: 'YAHOO', @@ -299,16 +348,20 @@ export const Default: Story = { name: 'Xtrackers MSCI World UCITS ETF 1C', netPerformance: 3081.4179261125105, netPerformancePercent: 0.4989336392216841, - netPerformancePercentWithCurrencyEffect: 0.20279057467326012, - netPerformanceWithCurrencyEffect: 1566.0934524503903, + netPerformancePercentWithCurrencyEffect: 0.006460676966633529, + netPerformanceWithCurrencyEffect: 59.626750161726044, quantity: 75, sectors: [], symbol: 'XDWD.DE', + tags: [], transactionCount: 1, + url: null, valueInBaseCurrency: 9288.806675062973 }, { - allocationInPercentage: 0.17530398759913457, + allocationInPercentage: 0.17537283996478595, + assetClass: 'LIQUIDITY', + assetSubClass: 'CASH', countries: [], currency: 'USD', dataSource: 'MANUAL', @@ -329,6 +382,7 @@ export const Default: Story = { quantity: 0, sectors: [], symbol: 'USD', + tags: [], transactionCount: 0, valueInBaseCurrency: 49890 }