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309 lines
9.8 KiB

<div class="container p-0">
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Time in Market</div>
<div class="justify-content-end">
<gf-value class="justify-content-end" [value]="timeInMarket"></gf-value>
</div>
</div>
<div
class="flex-nowrap px-3 py-1 row"
[hidden]="summary?.ordersCount === null"
>
<div class="flex-grow-1 ml-3 text-truncate" i18n>
{{ summary?.ordersCount }} {summary?.ordersCount, plural, =1 {transaction}
other {transactions}}
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Buy</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.totalBuy"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Sell</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.totalSell"
></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Investment</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.committedFunds"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Absolute Gross Performance</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.currentGrossPerformance"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="align-items-center d-flex flex-grow-1 ml-3 text-truncate">
<ng-container i18n>Gross Performance</ng-container>
<abbr class="initialism ml-2 text-muted" title="Time-Weighted Rate of Return">(TWR)</abbr>
</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="locale"
[value]="
isLoading ? undefined : summary?.currentGrossPerformancePercent
"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Fees</div>
<div class="d-flex justify-content-end">
<span *ngIf="summary?.fees || summary?.fees === 0" class="mr-1">-</span>
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.fees"
></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Absolute Net Performance</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.currentNetPerformance"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate ml-3">
<ng-container i18n>Net Performance</ng-container>
<abbr class="initialism ml-2 text-muted" title="Time-Weighted Rate of Return">(TWR)</abbr>
</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="locale"
[value]="isLoading ? undefined : summary?.currentNetPerformancePercent"
></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Total Assets</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.currentValue"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Valuables</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.items"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Emergency Fund</div>
<div
class="align-items-center d-flex justify-content-end"
[ngClass]="{ 'cursor-pointer': hasPermissionToUpdateUserSettings }"
(click)="hasPermissionToUpdateUserSettings && onEditEmergencyFund()"
>
<ion-icon
*ngIf="hasPermissionToUpdateUserSettings && !isLoading"
class="mr-1 text-muted"
name="ellipsis-horizontal-circle-outline"
/>
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.emergencyFund?.total"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 ml-3 text-truncate" i18n>Cash</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.emergencyFund?.cash"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 ml-3 text-truncate" i18n>Assets</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.emergencyFund?.assets"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Buying Power</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.cash"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Excluded from Analysis</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.excludedAccountsAndActivities"
></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Liabilities</div>
<div class="d-flex justify-content-end">
<span
*ngIf="summary?.liabilities || summary?.liabilities === 0"
class="mr-1"
>-</span
>
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.liabilities"
></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 font-weight-bold text-truncate" i18n>Net Worth</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.netWorth"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 ml-3 text-truncate" i18n>
Annualized Performance
</div>
<div class="flex-column flex-wrap justify-content-end">
<gf-value
class="justify-content-end"
position="end"
[colorizeSign]="true"
[isPercent]="true"
[locale]="locale"
[value]="isLoading ? undefined : summary?.annualizedPerformancePercent"
></gf-value>
</div>
</div>
<div class="row">
<div class="col"><hr /></div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Interest</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.interest"
></gf-value>
</div>
</div>
<div class="flex-nowrap px-3 py-1 row">
<div class="flex-grow-1 text-truncate" i18n>Dividend</div>
<div class="justify-content-end">
<gf-value
class="justify-content-end"
[isCurrency]="true"
[locale]="locale"
[unit]="baseCurrency"
[value]="isLoading ? undefined : summary?.dividend"
></gf-value>
</div>
</div>
</div>