Feat: Adds multi currency support (#88)
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hackerESQ
@@ -0,0 +1,41 @@
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<?php
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use App\Models\Holding;
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use Livewire\Volt\Component;
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new class extends Component
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{
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// props
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public Holding $holding;
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protected $listeners = [
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'transaction-updated' => '$refresh',
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'transaction-saved' => '$refresh',
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];
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// methods
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}; ?>
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<div>
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@foreach ($holding->dividends->take(5) as $dividend)
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<x-list-item :item="$dividend">
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<x-slot:value>
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@php
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$owned = ($dividend->purchased - $dividend->sold);
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@endphp
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{{ Number::currency($dividend->dividend_amount, $holding->market_data->currency) }}
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x {{ $owned }}
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= {{ Number::currency($owned * $dividend->dividend_amount, $holding->market_data->currency) }}
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</x-slot:value>
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<x-slot:sub-value>
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<span title="{{ __('Ex Dividend Date') }}">{{ $dividend->date->format('F d, Y') }}</span>
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</x-slot:sub-value>
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</x-list-item>
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@endforeach
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</div>
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@@ -0,0 +1,61 @@
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<?php
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use App\Models\Holding;
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use Livewire\Volt\Component;
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new class extends Component
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{
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// props
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public Holding $holding;
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protected $listeners = [
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'transaction-updated' => '$refresh',
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'transaction-saved' => '$refresh',
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];
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// methods
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}; ?>
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<div>
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<div class="font-bold text-2xl py-1 flex items-center">
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{{ Number::currency($holding->market_data->market_value ?? 0, $holding->market_data->currency) }}
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<x-gain-loss-arrow-badge
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:cost-basis="$holding->average_cost_basis"
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:market-value="$holding->market_data->market_value_base"
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/>
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</div>
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<p>
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<span class="font-bold">{{ __('Quantity Owned') }}: </span>
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{{ $holding->quantity }}
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</p>
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<p>
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<span class="font-bold">{{ __('Average Cost Basis') }}: </span>
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{{ Number::currency($holding->average_cost_basis ?? 0, $holding->market_data->currency) }}
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</p>
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<p>
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<span class="font-bold">{{ __('Total Cost Basis') }}: </span>
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{{ Number::currency($holding->total_cost_basis ?? 0, $holding->market_data->currency) }}
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</p>
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<p>
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<span class="font-bold">{{ __('Realized Gain/Loss') }}: </span>
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{{ Number::currency($holding->realized_gain_dollars ?? 0, $holding->market_data->currency) }}
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</p>
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<p>
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<span class="font-bold">{{ __('Dividends Earned') }}: </span>
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{{ Number::currency($holding->dividends_earned ?? 0, $holding->market_data->currency) }}
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</p>
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<p class="pt-2 text-sm" title="{{ \Carbon\Carbon::parse($holding->market_data->updated_at)->toIso8601String() }}">
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{{ __('Last Refreshed') }}:
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{{ !is_null($holding->market_data->updated_at)
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? \Carbon\Carbon::parse($holding->market_data->updated_at)->diffForHumans()
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: '' }}
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</p>
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</div>
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@@ -0,0 +1,65 @@
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<?php
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use App\Models\Holding;
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use Illuminate\Support\Collection;
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use Livewire\Attributes\{Computed};
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use Livewire\Volt\Component;
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use Mary\Traits\Toast;
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use Illuminate\Validation\Rule;
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new class extends Component {
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use Toast;
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// props
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public Holding $holding;
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public Bool $reinvest_dividends = false;
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// methods
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public function rules()
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{
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return [
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'reinvest_dividends' => ['required', 'boolean'],
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];
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}
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public function mount()
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{
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$this->reinvest_dividends = $this->holding?->reinvest_dividends ?? false;
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}
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public function save()
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{
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$this->holding->update($this->validate());
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$this->success(__('Holding options saved'));
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$this->dispatch('toggle-holding-options');
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}
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}; ?>
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<div class="" x-data="{ }"> {{-- grid lg:grid-cols-4 gap-10 --}}
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<x-ib-form wire:submit="save" class=""> {{-- col-span-3 --}}
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<x-toggle
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label="{{ __('Reinvest Dividends') }}"
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wire:model="reinvest_dividends"
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right
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hint="{{ __('Automatically generate buy transactions for any dividends earned.') }}"
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/>
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<x-slot:actions>
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<x-button
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label="{{ __('Save') }}"
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type="submit"
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icon="o-paper-airplane"
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class="btn-primary"
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spinner="save"
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/>
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</x-slot:actions>
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</x-ib-form>
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</div>
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@@ -0,0 +1,103 @@
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<?php
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use App\Models\Portfolio;
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use Illuminate\Support\Collection;
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use Livewire\Volt\Component;
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use App\Models\Currency;
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new class extends Component
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{
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// props
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public Portfolio $portfolio;
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public array $sortBy = ['column' => 'symbol', 'direction' => 'asc'];
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public array $headers;
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public function mount()
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{
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$this->headers = [
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['key' => 'symbol', 'label' => __('Symbol')],
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['key' => 'market_data_name', 'label' => __('Name'), 'sortable' => true, 'class' => 'hidden md:table-cell'],
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['key' => 'quantity', 'label' => __('Quantity')],
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['key' => 'average_cost_basis', 'label' => __('Average Cost Basis')],
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['key' => 'total_cost_basis', 'label' => __('Total Cost Basis'), 'class' => 'hidden md:table-cell'],
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['key' => 'market_data_market_value', 'label' => __('Market Value')],
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['key' => 'total_market_value', 'label' => __('Total Market Value'), 'class' => 'hidden md:table-cell'],
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['key' => 'market_gain_dollars', 'label' => __('Market Gain/Loss')],
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['key' => 'market_gain_percent', 'label' => __('Market Gain/Loss'), 'class' => 'hidden md:table-cell'],
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['key' => 'realized_gain_dollars', 'label' => __('Realized Gain/Loss')],
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['key' => 'dividends_earned', 'label' => __('Dividends Earned')],
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['key' => 'market_data_fifty_two_week_low', 'label' => __('52 week low'), 'class' => 'hidden md:table-cell'],
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['key' => 'market_data_fifty_two_week_high', 'label' => __('52 week high'), 'class' => 'hidden md:table-cell'],
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['key' => 'num_transactions', 'label' => __('Number of Transactions')],
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['key' => 'market_data_updated_at', 'label' => __('Last Refreshed')],
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];
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}
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public function holdings(): Collection
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{
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$holdings = $this->portfolio
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->holdings()
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->withCount(['transactions as num_transactions' => function ($query) {
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return $query->whereRaw('transactions.symbol = holdings.symbol');
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}])
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->orderBy(...array_values($this->sortBy))
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// ->where('holdings.quantity', '>', 0)
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->get();
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return $holdings;
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}
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public function goToHolding($holding)
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{
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return $this->redirect(route('holding.show', ['portfolio' => $holding['portfolio_id'], 'symbol' => $holding['symbol']]));
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}
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}; ?>
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<x-table
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:headers="$headers"
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:rows="$this->holdings()"
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:sort-by="$sortBy"
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@row-click="$wire.goToHolding($event.detail)"
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>
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@scope('cell_average_cost_basis', $row)
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{{ Number::currency($row->average_cost_basis ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_total_cost_basis', $row)
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{{ Number::currency($row->total_cost_basis ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_realized_gain_dollars', $row)
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{{ Number::currency($row->realized_gain_dollars ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_market_gain_dollars', $row)
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{{ Number::currency($row->market_gain_dollars ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_market_gain_percent', $row)
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<x-gain-loss-arrow-badge
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:cost-basis="$row->average_cost_basis"
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:market-value="$row->market_data->market_value"
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/>
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@endscope
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@scope('cell_market_data_market_value', $row)
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{{ Number::currency($row->market_data_market_value ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_market_data_fifty_two_week_low', $row)
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{{ Number::currency($row->market_data_fifty_two_week_low ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_market_data_fifty_two_week_high', $row)
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{{ Number::currency($row->market_data_fifty_two_week_high ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_total_market_value', $row)
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{{ Number::currency($row->total_market_value ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_dividends_earned', $row)
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{{ Number::currency($row->dividends_earned ?? 0, $row->market_data->currency) }}
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@endscope
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@scope('cell_market_data_updated_at', $row)
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{{ \Carbon\Carbon::parse($row->market_data_updated_at)->diffForHumans() }}
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@endscope
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</x-table>
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@@ -1,3 +1,5 @@
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@use('App\Models\Currency')
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<x-app-layout>
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<div x-data>
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@@ -67,48 +69,56 @@
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<x-ib-card title="{{ __('Fundamentals') }}" class="md:col-span-4">
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@if(!empty($holding->market_data->market_cap))
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<p>
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<span class="font-bold">{{ __('Market Cap') }}: </span>
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${{ Number::forHumans($holding->market_data->market_cap ?? 0) }}
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{{ Currency::forHumans($holding->market_data->market_cap, $holding->market_data->currency) }}
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</p>
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@endif
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@if(!empty($holding->market_data->forward_pe))
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<p>
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<span class="font-bold">{{ __('Forward PE') }}: </span>
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{{ $holding->market_data->forward_pe }}
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</p>
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@endif
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@if(!empty($holding->market_data->trailing_pe))
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<p>
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<span class="font-bold">{{ __('Trailing PE') }}: </span>
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{{ $holding->market_data->trailing_pe }}
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</p>
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@endif
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<p>
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<span class="font-bold">{{ __('Book Value') }}: </span>
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{{ $holding->market_data->book_value }}
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</p>
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@if(!empty($holding->market_data->book_value))
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<p>
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<span class="font-bold">{{ __('Book Value') }}: </span>
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{{ Number::currency($holding->market_data->book_value, $holding->market_data->currency) }}
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</p>
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@endif
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<p>
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<span class="font-bold">{{ __('52 week') }}: </span>
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<x-fifty-two-week-range
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:low="$holding->market_data->fifty_two_week_low"
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:high="$holding->market_data->fifty_two_week_high"
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:current="$holding->market_data->market_value"
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/>
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<x-fifty-two-week-range :market-data="$holding->market_data" />
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</p>
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@if(!empty($holding->market_data->dividend_yield))
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<p>
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<span class="font-bold">{{ __('Dividend Yield') }}: </span>
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{{ Number::percentage(
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$holding->market_data->dividend_yield ?? 0,
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$holding->market_data->dividend_yield,
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$holding->market_data->dividend_yield < 1 ? 2 : 0
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) }}
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</p>
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@endif
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@if(!empty($holding->market_data->last_dividend_date))
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<p>
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<span class="font-bold">{{ __('Last Dividend Paid') }}: </span>
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{{ $holding->market_data?->last_dividend_date?->format('F d, Y') ?? '' }}
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{{ $holding->market_data->last_dividend_date->format('F d, Y') }}
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</p>
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@endif
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</x-ib-card>
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@@ -164,7 +174,7 @@
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</x-ib-card>
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@if(config('services.ai_chat_enabled'))
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{{-- // TODO: add to system prompt:
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{{-- // todo: add to system prompt:
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// Additionally, here is some recent news about {$this->holding->symbol}:
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// And their latest SEC filings: --}}
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@livewire('ai-chat-window', [
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@@ -209,7 +219,7 @@
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* 52 week high: {$holding->market_data->fifty_two_week_high}
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* Dividend yield: {$holding->market_data->dividend_yield}
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This data is current as of today's date: " . now()->format('Y-m-d') . ". Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
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This data is current as of today's date: " . now()->toDateString() . ". Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
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Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:"
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])
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