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hackerESQ
2024-08-21 20:42:32 -05:00
parent b84bc94da6
commit 58533a454d
12 changed files with 118 additions and 86 deletions
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resources/views/livewire/holdings-table.blade.php
+5 -8
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@@ -25,9 +25,9 @@ new class extends Component {
['key' => 'total_cost_basis', 'label' => __('Total Cost Basis')],
['key' => 'market_data_market_value', 'label' => __('Market Value')],
['key' => 'total_market_value', 'label' => __('Total Market Value')],
['key' => 'market_gain_loss_dollars', 'label' => __('Market Gain/Loss')],
['key' => 'market_gain_loss_percent', 'label' => __('Market Gain/Loss')],
['key' => 'realized_gain_loss_dollars', 'label' => __('Realized Gain/Loss')],
['key' => 'market_gain_dollars', 'label' => __('Market Gain/Loss')],
['key' => 'market_gain_percent', 'label' => __('Market Gain/Loss')],
['key' => 'realized_gain_dollars', 'label' => __('Realized Gain/Loss')],
['key' => 'dividends_earned', 'label' => __('Dividends Earned')],
['key' => 'market_data_fifty_two_week_low', 'label' => __('52 week low')],
['key' => 'market_data_fifty_two_week_high', 'label' => __('52 week high')],
@@ -40,9 +40,6 @@ new class extends Component {
{
return $this->portfolio
->holdings()
->with(['transactions' => function ($query) {
$query->portfolio($this->portfolio->id);
}])
->withCount(['transactions as num_transactions' => function ($query) {
$query->portfolio($this->portfolio->id);
}])
@@ -52,8 +49,8 @@ new class extends Component {
->withAggregate('market_data', 'fifty_two_week_high')
->withAggregate('market_data', 'updated_at')
->selectRaw('(market_data.market_value * holdings.quantity) AS total_market_value')
->selectRaw('((market_data.market_value - holdings.average_cost_basis) * holdings.quantity) AS market_gain_loss_dollars')
->selectRaw('(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100) AS market_gain_loss_percent')
->selectRaw('((market_data.market_value - holdings.average_cost_basis) * holdings.quantity) AS market_gain_dollars')
->selectRaw('(((market_data.market_value - holdings.average_cost_basis) / holdings.average_cost_basis) * 100) AS market_gain_percent')
->join('market_data', 'holdings.symbol', 'market_data.symbol')
->orderBy(...array_values($this->sortBy))
->where('quantity', '>', 0)