This commit is contained in:
hackerESQ
2024-08-27 18:12:51 -05:00
parent 10b6c7cda2
commit db01c27113
12 changed files with 202 additions and 67 deletions
+64 -26
View File
@@ -18,26 +18,14 @@
<span class="text-sm"> {{ $market_data->name }} </span>
</x-slot:title>
<p class="font-bold text-2xl pb-2">
{{ Number::currency($market_data->market_value) }}
<div class="font-bold text-2xl py-1 flex items-center">
{{ Number::currency($market_data->market_value ?? 0) }}
@if ($holding->average_cost_basis)
@php
$isUp = $holding->average_cost_basis <= $market_data->market_value;
$percent = ($market_data->market_value - $holding->average_cost_basis) / $holding->average_cost_basis
@endphp
<span class="text-base font-normal" style="color: {{ $isUp ? 'rgb(0, 200, 0)' : 'rgb(255, 20, 0)' }};">
{!! $isUp ? '&#9650;' :'&#9660;' !!}
{{ Number::percentage(
$percent,
$percent < 1 ? 2 : 1
) }}
</span>
@endif
</p>
<x-gain-loss-arrow-badge
:cost-basis="$holding->average_cost_basis"
:market-value="$market_data->market_value"
/>
</div>
<p>
<span class="font-bold">{{ __('Quantity Owned') }}: </span>
@@ -46,22 +34,22 @@
<p>
<span class="font-bold">{{ __('Average Cost Basis') }}: </span>
{{ Number::currency($holding->average_cost_basis) }}
{{ Number::currency($holding->average_cost_basis ?? 0) }}
</p>
<p>
<span class="font-bold">{{ __('Total Cost Basis') }}: </span>
{{ Number::currency($holding->total_cost_basis) }}
{{ Number::currency($holding->total_cost_basis ?? 0) }}
</p>
<p>
<span class="font-bold">{{ __('Realized Gain/Loss') }}: </span>
{{ Number::currency($holding->realized_gain_dollars) }}
{{ Number::currency($holding->realized_gain_dollars ?? 0) }}
</p>
<p>
<span class="font-bold">{{ __('Dividends Earned') }}: </span>
{{ Number::currency($holding->dividends_earned) }}
{{ Number::currency($holding->dividends_earned ?? 0) }}
</p>
<p>
@@ -84,25 +72,75 @@
<x-ib-card title="{{ __('Fundamentals') }}" class="md:col-span-4">
<p>
<span class="font-bold">{{ __('Forward PE') }}: </span>
{{ $market_data->forward_pe }}
</p>
<p>
<span class="font-bold">{{ __('Trailing PE') }}: </span>
{{ $market_data->trailing_pe }}
</p>
<p>
<span class="font-bold">{{ __('Market Cap') }}: </span>
${{ Number::forHumans($market_data->market_cap ?? 0) }}
</p>
</x-ib-card>
<x-ib-card title="{{ __('Recent activity') }}" class="md:col-span-3">
@livewire('transactions-list', [
'portfolio' => $holding->portfolio,
'transactions' => $holding->transactions
])
</x-ib-card>
<x-ib-card title="{{ __('Dividends') }}" class="md:col-span-3">
@foreach ($holding->dividends->take(5) as $dividend)
<x-list-item :item="$dividend">
<x-slot:value>
Purchased {{$dividend->purchased}}<br>
Sold {{$dividend->sold}}<br>
@php
$owned = ($dividend->purchased - $dividend->sold);
@endphp
{{ Number::currency($dividend->dividend_amount) }}
x {{ $owned }}
= {{ Number::currency($owned * $dividend->dividend_amount) }}
</x-slot:value>
<x-slot:sub-value>
{{ $dividend->date->format('F d, Y') }}
</x-slot:sub-value>
</x-list-item>
@endforeach
</x-ib-card>
<x-ib-card title="{{ __('Splits') }}" class="md:col-span-3">
@foreach ($holding->splits->take(5) as $split)
<x-list-item :item="$split">
<x-slot:value>
1:{{ $split->split_amount }}
</x-slot:value>
<x-slot:sub-value>
{{ $split->date->format('F d, Y') }}
</x-slot:sub-value>
</x-list-item>
@endforeach
</x-ib-card>