javier/investbrain
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

wip

Browse Source
This commit is contained in:
hackerESQ
2024-08-26 22:13:00 -05:00
parent 65817157c2
commit 10b6c7cda2
6 changed files with 60 additions and 14 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/Models/Holding.php
+6 -1
View File
@@ -31,6 +31,11 @@ class Holding extends Model
'dividends_synced_at' => 'datetime',
];
protected $attributes = [
'realized_gain_dollars' => 0,
'dividends_earned' => 0,
];
/**
* Market data for holding
*
@@ -106,7 +111,7 @@ class Holding extends Model
->selectRaw('@total_market_value:=COALESCE(SUM(holdings.quantity * market_data.market_value),0) AS total_market_value')
->selectRaw('@sum_total_cost_basis:=COALESCE(SUM(holdings.total_cost_basis),0) AS total_cost_basis')
->selectRaw('@total_gain_dollars:=COALESCE((@total_market_value - @sum_total_cost_basis),0) AS total_gain_dollars')
->selectRaw('COALESCE((@total_gain_dollars / @sum_total_cost_basis) * 100,0) AS total_gain_percent')
// ->selectRaw('COALESCE((@total_gain_dollars / @sum_total_cost_basis) * 100,0) AS total_gain_percent')
->join('market_data', 'market_data.symbol', 'holdings.symbol');
}
app/Models/Portfolio.php
+1 -1
View File
@@ -55,7 +55,7 @@ class Portfolio extends Model
->withAggregate('market_data', 'updated_at')
->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100, 0) AS market_gain_percent')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent')
->join('market_data', 'holdings.symbol', 'market_data.symbol');
}
app/Models/User.php
+2 -2
View File
@@ -64,7 +64,7 @@ class User extends Authenticatable
->withAggregate('market_data', 'updated_at')
->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
->selectRaw('COALESCE((market_data.market_value - holdings.average_cost_basis) * holdings.quantity, 0) AS market_gain_dollars')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100, 0) AS market_gain_percent')
->selectRaw('COALESCE(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis), 0) AS market_gain_percent')
->join('market_data', 'holdings.symbol', 'market_data.symbol');
}
@@ -80,7 +80,7 @@ class User extends Authenticatable
->selectRaw('COALESCE(transactions.cost_basis * transactions.quantity, 0) AS total_cost_basis')
->selectRaw('COALESCE(market_data.market_value * transactions.quantity, 0) AS total_market_value')
->selectRaw('COALESCE((market_data.market_value - transactions.cost_basis) * transactions.quantity, 0) AS market_gain_dollars')
->selectRaw('COALESCE(((market_data.market_value - transactions.cost_basis) / transactions.cost_basis) * 100, 0) AS market_gain_percent')
->selectRaw('COALESCE(((market_data.market_value - transactions.cost_basis) / transactions.cost_basis), 0) AS market_gain_percent')
->join('market_data', 'transactions.symbol', 'market_data.symbol');;
}