import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service'; import { Rule } from '../../rule'; export class CurrencyClusterRiskBaseCurrencyCurrentInvestment extends Rule { public constructor(public exchangeRateDataService: ExchangeRateDataService) { super(exchangeRateDataService, { name: 'Current Investment: Base Currency' }); } public evaluate( aPositions: { [symbol: string]: PortfolioPosition }, aFees: number, aRuleSettingsMap?: { [key: string]: any; } ) { const ruleSettings = aRuleSettingsMap[CurrencyClusterRiskBaseCurrencyCurrentInvestment.name]; const positionsGroupedByCurrency = this.groupPositionsByAttribute( aPositions, 'currency', ruleSettings.baseCurrency ); let maxItem = positionsGroupedByCurrency[0]; let totalValue = 0; positionsGroupedByCurrency.forEach((groupItem) => { // Calculate total value totalValue += groupItem.value; // Find maximum if (groupItem.investment > maxItem.investment) { maxItem = groupItem; } }); const baseCurrencyItem = positionsGroupedByCurrency.find((item) => { return item.groupKey === ruleSettings.baseCurrency; }); const baseCurrencyValueRatio = baseCurrencyItem?.value / totalValue || 0; if (maxItem.groupKey !== ruleSettings.baseCurrency) { return { evaluation: `The major part of your current investment is not in your base currency (${( baseCurrencyValueRatio * 100 ).toPrecision(3)}% in ${ruleSettings.baseCurrency})`, value: false }; } return { evaluation: `The major part of your current investment is in your base currency (${( baseCurrencyValueRatio * 100 ).toPrecision(3)}% in ${ruleSettings.baseCurrency})`, value: true }; } }