Add dividend yield

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

@@ -768,9 +768,9 @@ export class PortfolioService {
         dividendInBaseCurrency,
         fee,
         firstBuyDate,
-        investment,
         marketPrice,
         quantity,
+        timeWeightedInvestmentWithCurrencyEffect,
         transactionCount
       } = position;
 
@@ -785,7 +785,9 @@ export class PortfolioService {
 
       const dividendYieldPercent = this.getAnnualizedPerformancePercent({
         daysInMarket: differenceInDays(new Date(), parseDate(firstBuyDate)),
-        netPerformancePercent: dividendInBaseCurrency.mul(100).div(investment)
+        netPerformancePercent: dividendInBaseCurrency.div(
+          timeWeightedInvestmentWithCurrencyEffect
+        )
       });
 
       const historicalData = await this.dataProviderService.getHistorical(

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.component.ts

@@ -48,6 +48,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
   public dataProviderInfo: DataProviderInfo;
   public dataSource: MatTableDataSource<Activity>;
   public dividendInBaseCurrency: number;
+  public dividendYieldPercent: number;
   public feeInBaseCurrency: number;
   public firstBuyDate: string;
   public historicalDataItems: LineChartItem[];
@@ -95,6 +96,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           averagePrice,
           dataProviderInfo,
           dividendInBaseCurrency,
+          dividendYieldPercent,
           feeInBaseCurrency,
           firstBuyDate,
           historicalData,
@@ -119,6 +121,7 @@ export class PositionDetailDialog implements OnDestroy, OnInit {
           this.dataProviderInfo = dataProviderInfo;
           this.dataSource = new MatTableDataSource(orders.reverse());
           this.dividendInBaseCurrency = dividendInBaseCurrency;
+          this.dividendYieldPercent = dividendYieldPercent;
           this.feeInBaseCurrency = feeInBaseCurrency;
           this.firstBuyDate = firstBuyDate;
           this.historicalDataItems = historicalData.map(

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html

@@ -134,17 +134,29 @@
           >Investment</gf-value
         >
       </div>
-      <div class="col-6 mb-3">
+      @if (dividendInBaseCurrency && user?.settings?.isExperimentalFeatures) {
-        <gf-value
+        <div class="col-6 mb-3">
-          i18n
+          <gf-value
-          size="medium"
+            i18n
-          [isCurrency]="true"
+            size="medium"
-          [locale]="data.locale"
+            [isCurrency]="true"
-          [unit]="data.baseCurrency"
+            [locale]="data.locale"
-          [value]="dividendInBaseCurrency"
+            [unit]="data.baseCurrency"
-          >Dividend</gf-value
+            [value]="dividendInBaseCurrency"
-        >
+            >Dividend</gf-value
-      </div>
+          >
+        </div>
+        <div class="col-6 mb-3">
+          <gf-value
+            i18n
+            size="medium"
+            [isPercent]="true"
+            [locale]="data.locale"
+            [value]="dividendYieldPercent"
+            >Dividend Yield</gf-value
+          >
+        </div>
+      }
       <div class="col-6 mb-3">
         <gf-value
           i18n
@@ -179,6 +191,9 @@
           }
         </gf-value>
       </div>
+      @if (user?.settings?.isExperimentalFeatures) {
+        <div class="col-6 mb-3"></div>
+      }
       <div class="col-6 mb-3">
         <gf-value i18n size="medium" [hidden]="!assetClass" [value]="assetClass"
           >Asset Class</gf-value
@@ -292,7 +307,7 @@
           [deviceType]="data.deviceType"
           [hasPermissionToCreateActivity]="false"
           [hasPermissionToExportActivities]="
-            !data.hasImpersonationId && !user.settings.isRestrictedView
+            !data.hasImpersonationId && !user?.settings?.isRestrictedView
           "
           [hasPermissionToFilter]="false"
           [hasPermissionToOpenDetails]="false"