Thomas Kaul dced06ebb5
Bugfix/improve allocations (#710)
* Fix allocations by account for non-unique account names

* Refactor calculations with big.js

* Update changelog
2022-02-19 18:41:12 +01:00

207 lines
7.3 KiB
HTML

<div class="container">
<div class="row">
<div class="col">
<h3 class="d-flex justify-content-center mb-3" i18n>Allocations</h3>
</div>
</div>
<div class="proportion-charts row">
<div class="col-md-4">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n>By Account</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['id']"
[locale]="user?.settings?.locale"
[positions]="accounts"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n
>By Asset Class</mat-card-title
>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['assetClass', 'assetSubClass']"
[locale]="user?.settings?.locale"
[positions]="positions"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n
>By Currency</mat-card-title
>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['currency']"
[locale]="user?.settings?.locale"
[positions]="positions"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-12 allocations-by-symbol">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n>By Symbol</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
class="mx-auto"
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['symbol']"
[locale]="user?.settings?.locale"
[positions]="symbols"
[showLabels]="deviceType !== 'mobile'"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n>By Sector</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['name']"
[locale]="user?.settings?.locale"
[maxItems]="10"
[positions]="sectors"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n
>By Continent</mat-card-title
>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['name']"
[locale]="user?.settings?.locale"
[positions]="continents"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
<div class="col-md-4">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n>By Country</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-portfolio-proportion-chart
[baseCurrency]="user?.settings?.baseCurrency"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
[keys]="['name']"
[locale]="user?.settings?.locale"
[maxItems]="10"
[positions]="countries"
></gf-portfolio-proportion-chart>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="row world-map-chart">
<div class="col-lg">
<mat-card class="mb-3">
<mat-card-header class="overflow-hidden w-100">
<mat-card-title class="text-truncate" i18n>Regions</mat-card-title>
<gf-toggle
[defaultValue]="period"
[isLoading]="false"
[options]="periodOptions"
(change)="onChangePeriod($event.value)"
></gf-toggle>
</mat-card-header>
<mat-card-content>
<gf-world-map-chart
[baseCurrency]="user?.settings?.baseCurrency"
[countries]="countries"
[isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
></gf-world-map-chart>
</mat-card-content>
</mat-card>
</div>
</div>
<div class="row">
<div class="col-lg">
<gf-positions-table
[baseCurrency]="user?.settings?.baseCurrency"
[deviceType]="deviceType"
[hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
[locale]="user?.settings?.locale"
[positions]="positionsArray"
></gf-positions-table>
</div>
</div>
</div>