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330 lines
12 KiB
330 lines
12 KiB
<div class="container">
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<div class="row">
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<div class="col">
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<h1 class="d-none d-sm-block h3 mb-3 text-center" i18n>Allocations</h1>
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<gf-activities-filter
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[allFilters]="allFilters"
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[isLoading]="isLoading"
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[placeholder]="placeholder"
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(valueChanged)="filters$.next($event)"
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></gf-activities-filter>
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</div>
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</div>
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<div class="row">
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<div class="col">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="mb-2 overflow-hidden w-100">
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<mat-card-title class="m-0 text-truncate" i18n
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>Proportion of Net Worth</mat-card-title
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>
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<gf-value
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class="justify-content-end l-2"
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size="medium"
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[isPercent]="true"
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[value]="isLoading ? undefined : portfolioDetails?.filteredValueInPercentage"
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></gf-value>
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</mat-card-header>
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<mat-card-content>
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<mat-progress-bar
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mode="determinate"
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[title]="(portfolioDetails?.filteredValueInPercentage * 100).toFixed(2) + '%'"
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[value]="portfolioDetails?.filteredValueInPercentage * 100"
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></mat-progress-bar>
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</mat-card-content>
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</mat-card>
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</div>
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</div>
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<div class="proportion-charts row">
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="text-truncate" i18n
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>By Platform</mat-card-title
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>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['id']"
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[locale]="user?.settings?.locale"
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[positions]="platforms"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>By Currency</span>
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<gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['currency']"
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[locale]="user?.settings?.locale"
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[positions]="positions"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>By Asset Class</span
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><gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['assetClassLabel', 'assetSubClassLabel']"
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[locale]="user?.settings?.locale"
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[positions]="positions"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-12 allocations-by-symbol">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate">
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<ng-container i18n>By Holding</ng-container></mat-card-title
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>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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class="mx-auto"
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cursor="pointer"
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['symbol']"
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[locale]="user?.settings?.locale"
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[positions]="symbols"
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[showLabels]="deviceType !== 'mobile'"
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(proportionChartClicked)="onSymbolChartClicked($event)"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>By Sector</span
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><gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['name']"
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[locale]="user?.settings?.locale"
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[maxItems]="10"
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[positions]="sectors"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>By Continent</span
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><gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['name']"
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[locale]="user?.settings?.locale"
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[positions]="continents"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>By Market</span
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><gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[locale]="user?.settings?.locale"
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[positions]="marketsAdvanced"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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</div>
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<div class="row world-map-chart">
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<div class="col-lg">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>Regions</span
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><gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<div class="world-map-chart-container">
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<gf-world-map-chart
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[countries]="countries"
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[format]="worldMapChartFormat"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[locale]="user?.settings?.locale"
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></gf-world-map-chart>
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</div>
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<div class="row">
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<div class="col-xs-12 col-md my-2">
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<gf-value
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i18n
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size="large"
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[isPercent]="true"
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[value]="markets?.developedMarkets?.value"
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>Developed Markets</gf-value
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>
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</div>
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<div class="col-xs-12 col-md my-2">
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<gf-value
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i18n
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size="large"
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[isPercent]="true"
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[value]="markets?.emergingMarkets?.value"
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>Emerging Markets</gf-value
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>
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</div>
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<div class="col-xs-12 col-md my-2">
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<gf-value
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i18n
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size="large"
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[isPercent]="true"
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[value]="markets?.otherMarkets?.value"
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>Other Markets</gf-value
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>
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</div>
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<div
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*ngIf="markets?.[UNKNOWN_KEY]?.value > 0"
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class="col-xs-12 col-md my-2"
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>
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<gf-value
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i18n
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size="large"
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[isPercent]="true"
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[value]="markets?.[UNKNOWN_KEY]?.value"
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>No data available</gf-value
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>
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</div>
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</div>
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</mat-card-content>
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</mat-card>
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</div>
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</div>
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<div class="row">
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="text-truncate" i18n>By Account</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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cursor="pointer"
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['id']"
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[locale]="user?.settings?.locale"
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[positions]="accounts"
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(proportionChartClicked)="onAccountChartClicked($event)"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>By ETF Provider</span
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><gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['etfProvider']"
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[locale]="user?.settings?.locale"
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[positions]="positions"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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<div class="col-md-4">
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header class="overflow-hidden w-100">
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<mat-card-title class="align-items-center d-flex text-truncate"
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><span i18n>By Country</span
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><gf-premium-indicator
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*ngIf="user?.subscription?.type === 'Basic'"
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class="ml-1"
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></gf-premium-indicator
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></mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<gf-portfolio-proportion-chart
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[baseCurrency]="user?.settings?.baseCurrency"
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[colorScheme]="user?.settings?.colorScheme"
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[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
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[keys]="['name']"
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[locale]="user?.settings?.locale"
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[maxItems]="10"
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[positions]="countries"
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></gf-portfolio-proportion-chart>
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</mat-card-content>
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</mat-card>
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</div>
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</div>
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</div>
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