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Feature/support sectors of mutual funds (#1298)

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* Support sectors

* Update changelog

Co-authored-by: Mitchell <5503199+m11tch@users.noreply.github.com>
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Thomas Kaul 2022-09-27 17:38:53 +02:00 committed by GitHub
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1
CHANGELOG.md
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@ -10,6 +10,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
### Added
- Set up the language localization for Español (`es`)
- Added support for sectors in mutual funds
## 1.198.0 - 25.09.2022

56
apps/api/src/services/data-provider/yahoo-finance/yahoo-finance.service.ts
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@ -6,6 +6,7 @@ import {
IDataProviderHistoricalResponse,
IDataProviderResponse
} from '@ghostfolio/api/services/interfaces/interfaces';
import { UNKNOWN_KEY } from '@ghostfolio/common/config';
import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
import { Granularity } from '@ghostfolio/common/types';
import { Injectable, Logger } from '@nestjs/common';
@ -90,7 +91,7 @@ export class YahooFinanceService implements DataProviderInterface {
try {
const symbol = this.convertToYahooFinanceSymbol(aSymbol);
const assetProfile = await yahooFinance.quoteSummary(symbol, {
modules: ['price', 'summaryProfile']
modules: ['price', 'summaryProfile', 'topHoldings']
});
const { assetClass, assetSubClass } = this.parseAssetClass(
@ -109,7 +110,16 @@ export class YahooFinanceService implements DataProviderInterface {
});
response.symbol = aSymbol;
if (
if (assetSubClass === AssetSubClass.MUTUALFUND) {
response.sectors = [];
for (const sectorWeighting of assetProfile.topHoldings
?.sectorWeightings ?? []) {
for (const [sector, weight] of Object.entries(sectorWeighting)) {
response.sectors.push({ weight, name: this.parseSector(sector) });
}
}
} else if (
assetSubClass === AssetSubClass.STOCK &&
assetProfile.summaryProfile?.country
) {
@ -437,4 +447,46 @@ export class YahooFinanceService implements DataProviderInterface {
return { assetClass, assetSubClass };
}
private parseSector(aString: string): string {
let sector = UNKNOWN_KEY;
switch (aString) {
case 'basic_materials':
sector = 'Basic Materials';
break;
case 'communication_services':
sector = 'Communication Services';
break;
case 'consumer_cyclical':
sector = 'Consumer Cyclical';
break;
case 'consumer_defensive':
sector = 'Consumer Staples';
break;
case 'energy':
sector = 'Energy';
break;
case 'financial_services':
sector = 'Financial Services';
break;
case 'healthcare':
sector = 'Healthcare';
break;
case 'industrials':
sector = 'Industrials';
break;
case 'realestate':
sector = 'Real Estate';
break;
case 'technology':
sector = 'Technology';
break;
case 'utilities':
sector = 'Utilities';
break;
}
return sector;
}
}