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
+103 -1
View File
@@ -2062,6 +2062,104 @@
"logoName"
]
},
"PortfolioStructureCategoryDto": {
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"STOCK",
"BOND",
"OTHER",
"CASH"
]
},
"value": {
"type": "string",
"description": "Exact known value as a decimal string."
},
"sharePercent": {
"type": "string",
"nullable": true,
"description": "Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions."
}
},
"required": [
"type",
"value",
"sharePercent"
]
},
"PortfolioStructureCurrencyDto": {
"type": "object",
"properties": {
"currency": {
"type": "string"
},
"totalValue": {
"type": "string"
},
"hasNegativeValues": {
"type": "boolean",
"description": "Any negative constituent, even if netted positive."
},
"categories": {
"type": "array",
"items": {
"$ref": "#/components/schemas/PortfolioStructureCategoryDto"
}
}
},
"required": [
"currency",
"totalValue",
"hasNegativeValues",
"categories"
]
},
"PortfolioUnvaluedCategoryDto": {
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"STOCK",
"BOND",
"OTHER"
]
},
"count": {
"type": "number",
"minimum": 1
}
},
"required": [
"type",
"count"
]
},
"PortfolioStructureDto": {
"type": "object",
"properties": {
"currencies": {
"type": "array",
"items": {
"$ref": "#/components/schemas/PortfolioStructureCurrencyDto"
}
},
"unvaluedCategories": {
"description": "Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty.",
"type": "array",
"items": {
"$ref": "#/components/schemas/PortfolioUnvaluedCategoryDto"
}
}
},
"required": [
"currencies",
"unvaluedCategories"
]
},
"PortfolioDto": {
"type": "object",
"properties": {
@@ -2089,6 +2187,9 @@
"items": {
"$ref": "#/components/schemas/MoneyDto"
}
},
"structure": {
"$ref": "#/components/schemas/PortfolioStructureDto"
}
},
"required": [
@@ -2096,7 +2197,8 @@
"isStale",
"totalsByCurrency",
"positions",
"cashBalances"
"cashBalances",
"structure"
]
},
"UpcomingEventDto": {