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ghostfolio/project-docs/iteration-1/audit/chart-feature-github-issues.md

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Chart Sub-Feature Issues (ready to paste into GitHub)

I can't file these directly, no GitHub connector is available in this environment. Copy each title/body pair below into "New issue" on the repo.

Issue 1

Title: Design spec: zoom / pan / selectable time range

Body: Add support for zooming, panning, and selecting a custom date range on the performance and dividend charts, in addition to the existing fixed presets (1D/WTD/MTD/YTD/1Y/5Y/Max).

Covers:

  • TimeRangeSelection type (preset or custom start/end)
  • Granularity resolution based on range width
  • API validation and clamping rules for custom ranges

Design doc: zoom-pan-time-range-data-spec.md

Issue 2

Title: Design spec: portfolio value / invested capital / cash toggle

Body: Add a toggle on the performance chart to switch the plotted series between portfolio value, invested capital, and cash balance, each as a historical series rather than only a current-day number.

Covers:

  • ChartSeriesKind type
  • Historical series definitions for invested capital (step function) and cash
  • Shared range/granularity handling with the zoom/pan work

Design doc: portfolio-value-invested-capital-cash-toggle-spec.md

Issue 3

Title: Design spec: total return vs price return comparison

Body: Add a comparison view showing total return (including dividends) against price return alone, as two aligned indexed series, at both portfolio and per-holding scope.

Covers:

  • ReturnComparisonResponse shape (indexed, base 100)
  • Portfolio-level vs. per-holding scope via symbol param
  • Reuse of existing total-return calculation convention from ROAI

Design doc: total-return-vs-price-return-comparison-spec.md

Issue 4

Title: Design spec: contribution / waterfall chart

Body: Add a waterfall chart breaking a period's portfolio value change into net cash flow, market gain/loss, and dividends, at both portfolio and per-holding level.

Covers:

  • WaterfallSegment type and category definitions
  • Portfolio-level vs. per-holding breakdown mode
  • Reconciliation identity (start + contributions = end)

Design doc: contribution-waterfall-chart-data-structure.md

Issue 5

Title: Design spec: benchmark comparison

Body: Add the ability to overlay a benchmark's indexed return (e.g. an index ETF) against the portfolio's own indexed return, using the existing market-data symbol lookup rather than a separate benchmark catalog.

Covers:

  • BenchmarkComparisonResponse shape
  • Handling a benchmark with shorter available history than the requested range
  • Portfolio return basis (total return vs. benchmark's own convention)

Design doc: benchmark-comparison-data-model.md

Issue 6

Title: Design spec: drawdown chart

Body: Add a drawdown panel showing percentage decline from the portfolio's running all-time peak, plus a max-drawdown summary stat.

Covers:

  • Drawdown calculation and full-history peak tracking (must not reset at the selected range's start)
  • maxDrawdown / maxDrawdownDate summary fields
  • Shared range/zoom state with the main performance chart

Design doc: drawdown-chart-calculation-spec.md

Issue 7

Title: Wireframe: interactive chart UI

Body: Low-fidelity wireframe of the combined chart screen: range presets + custom range, series toggle (value/invested/cash), total-vs-price-return overlay, benchmark selector, drawdown panel, and waterfall panel.

For reference while implementing the above specs, not a pixel-accurate design.

Wireframe: Interactive Chart UI Wireframe