import { RuleSettings } from '@ghostfolio/api/models/interfaces/rule-settings.interface'; import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data/exchange-rate-data.service'; import { PortfolioDetails, PortfolioPosition, UserSettings } from '@ghostfolio/common/interfaces'; import { Rule } from '../../rule'; export class AccountClusterRiskInitialInvestment extends Rule { public constructor( protected exchangeRateDataService: ExchangeRateDataService, private accounts: PortfolioDetails['accounts'] ) { super(exchangeRateDataService, { name: 'Initial Investment' }); } public evaluate(ruleSettings?: Settings) { const accounts: { [symbol: string]: Pick & { investment: number; }; } = {}; for (const [accountId, account] of Object.entries(this.accounts)) { accounts[accountId] = { name: account.name, investment: account.original }; } let maxItem; let totalInvestment = 0; for (const account of Object.values(accounts)) { if (!maxItem) { maxItem = account; } // Calculate total investment totalInvestment += account.investment; // Find maximum if (account.investment > maxItem?.investment) { maxItem = account; } } const maxInvestmentRatio = maxItem.investment / totalInvestment; if (maxInvestmentRatio > ruleSettings.threshold) { return { evaluation: `Over ${ ruleSettings.threshold * 100 }% of your initial investment is at ${maxItem.name} (${( maxInvestmentRatio * 100 ).toPrecision(3)}%)`, value: false }; } return { evaluation: `The major part of your initial investment is at ${ maxItem.name } (${(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: string; isActive: boolean; threshold: number; }