Feature/add symbol profile model (#148)

* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog

apps/client/src/app/pages/tools/analysis/analysis-page.component.ts

@@ -3,6 +3,7 @@ import { ToggleOption } from '@ghostfolio/client/components/toggle/interfaces/to
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { UNKNOWN_KEY } from '@ghostfolio/common/config';
 import {
   PortfolioItem,
   PortfolioPosition,
@@ -21,6 +22,12 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
   public accounts: {
     [symbol: string]: Pick<PortfolioPosition, 'name'> & { value: number };
   };
+  public continents: {
+    [code: string]: { name: string; value: number };
+  };
+  public countries: {
+    [code: string]: { name: string; value: number };
+  };
   public deviceType: string;
   public period = 'current';
   public periodOptions: ToggleOption[] = [
@@ -97,6 +104,18 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     aPeriod: string
   ) {
     this.accounts = {};
+    this.continents = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        value: 0
+      }
+    };
+    this.countries = {
+      [UNKNOWN_KEY]: {
+        name: UNKNOWN_KEY,
+        value: 0
+      }
+    };
     this.positions = {};
     this.positionsArray = [];
 
@@ -122,11 +141,53 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
             aPeriod === 'original' ? original : current;
         } else {
           this.accounts[account] = {
-            value: aPeriod === 'original' ? original : current,
-            name: account
+            name: account,
+            value: aPeriod === 'original' ? original : current
           };
         }
       }
+
+      if (position.countries.length > 0) {
+        for (const country of position.countries) {
+          const { code, continent, name, weight } = country;
+
+          if (this.continents[continent]?.value) {
+            this.continents[continent].value += weight * position.value;
+          } else {
+            this.continents[continent] = {
+              name: continent,
+              value:
+                weight *
+                (aPeriod === 'original'
+                  ? this.portfolioPositions[symbol].investment
+                  : this.portfolioPositions[symbol].value)
+            };
+          }
+
+          if (this.countries[code]?.value) {
+            this.countries[code].value += weight * position.value;
+          } else {
+            this.countries[code] = {
+              name,
+              value:
+                weight *
+                (aPeriod === 'original'
+                  ? this.portfolioPositions[symbol].investment
+                  : this.portfolioPositions[symbol].value)
+            };
+          }
+        }
+      } else {
+        this.continents[UNKNOWN_KEY].value +=
+          aPeriod === 'original'
+            ? this.portfolioPositions[symbol].investment
+            : this.portfolioPositions[symbol].value;
+
+        this.countries[UNKNOWN_KEY].value +=
+          aPeriod === 'original'
+            ? this.portfolioPositions[symbol].investment
+            : this.portfolioPositions[symbol].value;
+      }
     }
   }
 

apps/client/src/app/pages/tools/analysis/analysis-page.html

@@ -102,6 +102,50 @@
         </mat-card-content>
       </mat-card>
     </div>
+    <div class="col-md-6">
+      <mat-card class="mb-3">
+        <mat-card-header class="w-100">
+          <mat-card-title i18n>By Continent</mat-card-title>
+          <gf-toggle
+            [defaultValue]="period"
+            [isLoading]="false"
+            [options]="periodOptions"
+            (change)="onChangePeriod($event.value)"
+          ></gf-toggle>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            key="name"
+            [baseCurrency]="user?.settings?.baseCurrency"
+            [isInPercent]="false"
+            [locale]="user?.settings?.locale"
+            [positions]="continents"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
+    <div class="col-md-6">
+      <mat-card class="mb-3">
+        <mat-card-header class="w-100">
+          <mat-card-title i18n>By Country</mat-card-title>
+          <gf-toggle
+            [defaultValue]="period"
+            [isLoading]="false"
+            [options]="periodOptions"
+            (change)="onChangePeriod($event.value)"
+          ></gf-toggle>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-proportion-chart
+            key="name"
+            [baseCurrency]="user?.settings?.baseCurrency"
+            [isInPercent]="false"
+            [locale]="user?.settings?.locale"
+            [positions]="countries"
+          ></gf-portfolio-proportion-chart>
+        </mat-card-content>
+      </mat-card>
+    </div>
     <div class="col-md-6">
       <mat-card class="mb-3">
         <mat-card-header class="w-100">