import { CurrentPositions } from '@ghostfolio/api/app/portfolio/interfaces/current-positions.interface'; import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { UserSettings } from '@ghostfolio/api/models/interfaces/user-settings.interface'; import { Currency } from '@prisma/client'; import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service'; import { Rule } from '../../rule'; export class CurrencyClusterRiskInitialInvestment extends Rule { public constructor( protected exchangeRateDataService: ExchangeRateDataService, private currentPositions: CurrentPositions ) { super(exchangeRateDataService, { name: 'Initial Investment' }); } public evaluate(ruleSettings: Settings) { const positionsGroupedByCurrency = this.groupCurrentPositionsByAttribute( this.currentPositions.positions, 'currency', ruleSettings.baseCurrency ); let maxItem = positionsGroupedByCurrency[0]; let totalInvestment = 0; positionsGroupedByCurrency.forEach((groupItem) => { // Calculate total investment totalInvestment += groupItem.investment; // Find maximum if (groupItem.investment > maxItem.investment) { maxItem = groupItem; } }); const maxInvestmentRatio = maxItem.investment / totalInvestment; if (maxInvestmentRatio > ruleSettings.threshold) { return { evaluation: `Over ${ ruleSettings.threshold * 100 }% of your initial investment is in ${maxItem.groupKey} (${( maxInvestmentRatio * 100 ).toPrecision(3)}%)`, value: false }; } return { evaluation: `The major part of your initial investment is in ${ maxItem.groupKey } (${(maxInvestmentRatio * 100).toPrecision(3)}%) and does not exceed ${ ruleSettings.threshold * 100 }%`, value: true }; } public getSettings(aUserSettings: UserSettings): Settings { return { baseCurrency: aUserSettings.baseCurrency, isActive: true, threshold: 0.5 }; } } interface Settings extends RuleSettings { baseCurrency: Currency; threshold: number; }