feat(portfolio): visualize asset allocation

This commit is contained in:
2026-09-09 21:30:12 +03:00
parent daf1dca666
commit 0306526d33
19 changed files with 1142 additions and 12 deletions
+26
View File
@@ -379,6 +379,31 @@ export interface components {
ticker: string | null;
logoName: string | null;
};
PortfolioStructureCategoryDto: {
/** @enum {string} */
type: "STOCK" | "BOND" | "OTHER" | "CASH";
/** @description Exact known value as a decimal string. */
value: string;
/** @description Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions. */
sharePercent: string | null;
};
PortfolioStructureCurrencyDto: {
currency: string;
totalValue: string;
/** @description Any negative constituent, even if netted positive. */
hasNegativeValues: boolean;
categories: components["schemas"]["PortfolioStructureCategoryDto"][];
};
PortfolioUnvaluedCategoryDto: {
/** @enum {string} */
type: "STOCK" | "BOND" | "OTHER";
count: number;
};
PortfolioStructureDto: {
currencies: components["schemas"]["PortfolioStructureCurrencyDto"][];
/** @description Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty. */
unvaluedCategories: components["schemas"]["PortfolioUnvaluedCategoryDto"][];
};
PortfolioDto: {
/** Format: date-time */
lastSuccessfulAt: string;
@@ -386,6 +411,7 @@ export interface components {
totalsByCurrency: components["schemas"]["MoneyDto"][];
positions: components["schemas"]["PortfolioPositionDto"][];
cashBalances: components["schemas"]["MoneyDto"][];
structure: components["schemas"]["PortfolioStructureDto"];
};
UpcomingEventDto: {
account?: components["schemas"]["AccountReferenceDto"];