Enhance Stock Explorer with advanced features and URL state management

This commit is contained in:
tomato6966 2025-03-08 16:03:09 +01:00
parent 751b89d90d
commit 1562d3a120
8 changed files with 1295 additions and 253 deletions

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@ -41,7 +41,7 @@ export const AppShell = ({ children, onAddAsset }: AppShellProps) => {
</button>
<Link
to="/explore"
className="flex items-center gap-1 md:gap-2 px-3 py-2 md:px-4 md:py-2 text-sm md:text-base text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-800 rounded"
className="flex items-center gap-1 bg-red-500/50 md:gap-2 px-3 py-2 md:px-4 md:py-2 text-sm md:text-base text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-800 rounded"
>
<BarChart2 className="w-4 h-4 md:w-5 md:h-5" />
Stock Explorer
@ -89,7 +89,7 @@ export const AppShell = ({ children, onAddAsset }: AppShellProps) => {
</button>
<Link
to="/explore"
className="flex items-center justify-center gap-2 px-4 py-2 text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-700 rounded w-full border border-gray-200 dark:border-gray-700"
className="flex items-center justify-center bg-red-500/50 gap-2 px-4 py-2 text-gray-700 dark:text-gray-200 hover:bg-gray-100 dark:hover:bg-gray-700 rounded w-full border border-gray-200 dark:border-gray-700"
>
<BarChart2 className="w-5 h-5" />
Stock Explorer

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@ -0,0 +1,502 @@
import { useState, useEffect, useRef } from 'react';
import { format, addMonths } from 'date-fns';
import { Asset } from '../types';
import {
LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, Legend, ResponsiveContainer
} from 'recharts';
interface SavingsPlanSimulatorProps {
stocks: Asset[];
stockColors: Record<string, string>;
initialParams?: {
monthlyAmount: number;
years: number;
allocations: Record<string, number>;
};
onParamsChange?: (params: {
monthlyAmount: number;
years: number;
allocations: Record<string, number>;
}) => void;
}
export const SavingsPlanSimulator = ({
stocks,
stockColors,
initialParams,
onParamsChange
}: SavingsPlanSimulatorProps) => {
// Add a ref to track initial load
const initialLoadComplete = useRef(false);
const prevParamsRef = useRef<{
monthlyAmount: number;
years: number;
allocations: string;
}>({
monthlyAmount: 0,
years: 0,
allocations: ''
});
// Initialize state with props if provided
const [totalAmount, setTotalAmount] = useState<number>(initialParams?.monthlyAmount || 1000);
const [years, setYears] = useState<number>(initialParams?.years || 5); // Default projection for 5 years
const [allocations, setAllocations] = useState<Record<string, number>>(
initialParams?.allocations ||
stocks.reduce((acc, stock) => {
acc[stock.id] = 100 / stocks.length; // Equal distribution by default
return acc;
}, {} as Record<string, number>)
);
// Call the onParamsChange callback when parameters change
useEffect(() => {
if (onParamsChange) {
// Convert allocations to a comparable string
const allocationsString = JSON.stringify(allocations);
// Check if anything has actually changed
const prevParams = prevParamsRef.current;
const hasChanged =
totalAmount !== prevParams.monthlyAmount ||
years !== prevParams.years ||
allocationsString !== prevParams.allocations;
// Only call onParamsChange if values actually changed
if (hasChanged) {
// Update the ref with current values
prevParamsRef.current = {
monthlyAmount: totalAmount,
years,
allocations: allocationsString
};
// Notify parent of changes
onParamsChange({
monthlyAmount: totalAmount,
years,
allocations
});
}
}
}, [totalAmount, years, allocations, onParamsChange]);
// Run simulation automatically on initial load with URL params
useEffect(() => {
// Only run on first render when we have initialParams
if (!initialLoadComplete.current && stocks.filter(stock => stock.historicalData && stock.historicalData.size >= 2).length > 0) {
initialLoadComplete.current = true;
// Small delay to ensure all stock data is loaded
setTimeout(() => document.getElementById('runSimulationButton')?.click(), 1000);
}
}, [stocks]);
const [simulationResults, setSimulationResults] = useState<any>(null);
const [simulationParams, setSimulationParams] = useState<{
monthlyAmount: number;
years: number;
allocations: Record<string, number>;
} | null>(null);
// Calculate the total allocation percentage
const totalAllocation = Object.values(allocations).reduce((sum, value) => sum + value, 0);
// Handle allocation change for a stock
const handleAllocationChange = (stockId: string, value: number) => {
const newValue = Math.max(0, Math.min(100, value)); // Clamp between 0 and 100
setAllocations(prev => ({
...prev,
[stockId]: newValue
}));
};
// Recalculate all allocations to sum to 100%
const normalizeAllocations = () => {
if (totalAllocation === 0) return;
const factor = 100 / totalAllocation;
const normalized = Object.entries(allocations).reduce((acc, [id, value]) => {
acc[id] = Math.round((value * factor) * 10) / 10; // Round to 1 decimal place
return acc;
}, {} as Record<string, number>);
setAllocations(normalized);
};
// Run the simulation
const runSimulation = () => {
// Normalize allocations to ensure they sum to 100%
const normalizedAllocations = { ...allocations };
if (totalAllocation !== 100) {
const factor = 100 / totalAllocation;
Object.keys(normalizedAllocations).forEach(id => {
normalizedAllocations[id] = normalizedAllocations[id] * factor;
});
}
// Calculate the monetary amount for each stock
const stockAmounts = Object.entries(normalizedAllocations).reduce((acc, [id, percentage]) => {
acc[id] = (percentage / 100) * totalAmount;
return acc;
}, {} as Record<string, number>);
// Calculate performance metrics
const performanceMetrics = calculatePerformanceMetrics(stocks, stockAmounts, years);
// Save the parameters used for this simulation
setSimulationParams({
monthlyAmount: totalAmount,
years,
allocations: normalizedAllocations
});
setSimulationResults(performanceMetrics);
};
// Helper function to calculate performance metrics
const calculatePerformanceMetrics = (stocks: Asset[], amounts: Record<string, number>, projectionYears: number) => {
// Calculate expected annual return based on historical performance
let totalWeight = 0;
let weightedReturn = 0;
const stockReturns: Record<string, number> = {};
stocks.forEach(stock => {
// Check if the stock ID exists in the amounts object
if (!amounts[stock.id]) return;
const weight = amounts[stock.id] / totalAmount;
if (weight > 0) {
totalWeight += weight;
if (stock.historicalData && stock.historicalData.size >= 2) {
// Calculate annualized return the same way as in StockExplorer.tsx
const historicalData = Array.from(stock.historicalData.entries());
// Sort by date
historicalData.sort((a, b) =>
new Date(a[0]).getTime() - new Date(b[0]).getTime()
);
const firstValue = historicalData[0][1];
const lastValue = historicalData[historicalData.length - 1][1];
// Calculate annualized return using a more precise year duration and standard CAGR
const firstDate = new Date(historicalData[0][0]);
const lastDate = new Date(historicalData[historicalData.length - 1][0]);
const yearsDiff = (lastDate.getTime() - firstDate.getTime()) / (1000 * 60 * 60 * 24 * 365.25);
// Use CAGR formula: (Final Value / Initial Value)^(1/Years) - 1
const annualReturn = (Math.pow(lastValue / firstValue, 1 / yearsDiff) - 1);
stockReturns[stock.id] = annualReturn;
weightedReturn += annualReturn * weight;
}
}
});
// Convert the decimal to percentage for display
const expectedAnnualReturn = weightedReturn * 100;
// Generate projection data for chart
const projectionData = [];
const today = new Date();
// Monthly compounding for regular investments
let totalPortfolioValue = totalAmount; // Initial investment
const stockValues: Record<string, number> = {};
// Initialize stock values with initial investment according to allocations
stocks.forEach(stock => {
if (amounts[stock.id]) {
const initialAmount = (amounts[stock.id] / totalAmount) * totalAmount;
stockValues[stock.id] = initialAmount;
}
});
// Initialize variables for total investment tracking
let totalInvestment = totalAmount; // Initial investment
// First data point is the initial investment
projectionData.push({
date: format(today, 'MMM yyyy'),
month: 0,
portfolioValue: totalPortfolioValue,
totalInvestment,
...stockValues
});
// Create monthly data points for the chart (starting from month 1)
for (let month = 1; month <= projectionYears * 12; month++) {
const date = addMonths(today, month);
// Apply compound returns for each stock based on its expected return
stocks.forEach(stock => {
if (stockValues[stock.id] > 0) {
const baseReturn = stockReturns[stock.id] || weightedReturn;
const baseMonthlyReturn = baseReturn / 12;
// Add some randomness to make the returns vary month to month
const monthFactor = month % 12; // To create some seasonal variation
const randomFactor = 0.5 + Math.random(); // Between 0.5 and 1.5
const seasonalFactor = 1 + (Math.sin(monthFactor / 12 * Math.PI * 2) * 0.2); // +/- 20% seasonal effect
const monthlyReturn = baseMonthlyReturn * randomFactor * seasonalFactor;
// Apply the monthly return to the current stock value (compound interest)
stockValues[stock.id] *= (1 + monthlyReturn);
}
});
// Add new monthly investment according to allocation percentages
Object.entries(amounts).forEach(([id, amount]) => {
if (stockValues[id] !== undefined) {
const investmentAmount = (amount / totalAmount) * totalAmount;
stockValues[id] += investmentAmount;
}
});
// Calculate total portfolio value after this month
totalPortfolioValue = Object.values(stockValues).reduce((sum, val) => sum + val, 0);
// Add the monthly contribution to the total investment amount
totalInvestment += totalAmount;
// Create data point for this month
const dataPoint: any = {
date: format(date, 'MMM yyyy'),
month,
portfolioValue: totalPortfolioValue,
totalInvestment,
...stockValues
};
projectionData.push(dataPoint);
}
return {
expectedAnnualReturn,
portfolioValue: totalPortfolioValue,
totalInvestment,
stockValues,
projectionData
};
};
// Helper function: map a return to a color.
// Negative returns will be red, positive green, with yellows in between.
const getReturnColor = (ret: number) => {
const clamp = (num: number, min: number, max: number) => Math.max(min, Math.min(num, max));
// Normalize so that -10% maps to 0, 0% to 0.5, and +10% to 1. (Adjust these as needed)
const normalized = clamp((ret + 0.1) / 0.2, 0, 1);
const interpolateColor = (color1: string, color2: string, factor: number): string => {
const c1 = color1.slice(1).match(/.{2}/g)!.map(hex => parseInt(hex, 16));
const c2 = color2.slice(1).match(/.{2}/g)!.map(hex => parseInt(hex, 16));
const r = Math.round(c1[0] + factor * (c2[0] - c1[0]));
const g = Math.round(c1[1] + factor * (c2[1] - c1[1]));
const b = Math.round(c1[2] + factor * (c2[2] - c1[2]));
return `rgb(${r}, ${g}, ${b})`;
};
// Interpolate from red (#ff0000) to yellow (#ffff00) then yellow to green (#00ff00)
if (normalized <= 0.5) {
const factor = normalized / 0.5;
return interpolateColor("#ff0000", "#ffff00", factor);
} else {
const factor = (normalized - 0.5) / 0.5;
return interpolateColor("#ffff00", "#00ff00", factor);
}
};
// Add a TIME_PERIODS constant based on StockExplorer's implementation
const TIME_PERIODS = {
"MTD": "Month to Date",
"1M": "1 Month",
"3M": "3 Months",
"6M": "6 Months",
"YTD": "Year to Date",
"1Y": "1 Year",
"3Y": "3 Years",
"5Y": "5 Years",
"10Y": "10 Years",
"MAX": "Max"
};
return (
<div className="bg-white dark:bg-slate-800 rounded-lg shadow p-6 mb-6 dark:border dark:border-slate-700">
<h2 className="text-xl font-semibold mb-4 dark:text-gray-200">Savings Plan Simulator</h2>
<div className="flex flex-wrap gap-4">
<div className="w-full">
<div className="grid grid-cols-2 gap-12">
<div className="mb-4">
<label className="block text-sm text-gray-600 dark:text-gray-400 mb-1">
Monthly Investment Amount
</label>
<div className="flex items-center">
<input
type="number"
value={totalAmount}
onChange={(e) => setTotalAmount(Math.max(0, Number(e.target.value)))}
className="border p-2 rounded dark:bg-slate-700 dark:text-white dark:border-slate-600 w-full"
/>
<span className="ml-2 dark:text-gray-400"></span>
</div>
</div>
<div className="mb-4">
<label className="block text-sm text-gray-600 dark:text-gray-400 mb-1">
Projection Years
</label>
<input
type="number"
value={years}
onChange={(e) => setYears(Math.max(0, Number(e.target.value)))}
className="border p-2 rounded dark:bg-slate-700 dark:text-white dark:border-slate-600 w-full"
/>
</div>
</div>
<div className="mb-4">
<h3 className="text-md font-semibold mb-2 dark:text-gray-300">Allocation Percentages</h3>
<div className="grid grid-cols-8 gap-4">
<div className="flex flex-wrap gap-2 overflow-y-auto pr-2 col-span-7">
{stocks.map(stock => (
<div key={stock.id} className="flex items-center border border-gray-200 dark:border-slate-700 rounded-md p-2 bg-gray-100 dark:bg-slate-700/50">
<div
className="w-3 h-3 rounded-full mr-2"
style={{ backgroundColor: stockColors[stock.id] }}
></div>
<span className="text-sm dark:text-gray-300 mr-2 truncate flex-1">{stock.name}</span>
<input
type="number"
value={allocations[stock.id] || 0}
onChange={(e) => handleAllocationChange(stock.id, Number(e.target.value))}
className="border p-1 rounded dark:bg-slate-700 dark:text-white dark:border-slate-600 w-16 text-right"
/>
<span className="ml-1 dark:text-gray-400">%</span>
</div>
))}
</div>
<div className="flex justify-between items-center mt-4">
<div className={`text-sm ${totalAllocation === 100 ? 'text-green-500' : 'text-red-500'}`}>
Total Allocation: {totalAllocation.toFixed(1)}%
</div>
<button
onClick={normalizeAllocations}
disabled={totalAllocation === 100}
className="px-3 py-1 bg-blue-500 text-white rounded hover:bg-blue-600 text-sm disabled:opacity-50 disabled:cursor-not-allowed"
>
Normalize to 100%
</button>
</div>
</div>
</div>
<button
id="runSimulationButton"
onClick={runSimulation}
disabled={stocks.length === 0}
className="w-full py-2 bg-green-500 text-white rounded hover:bg-green-600 disabled:opacity-50 disabled:cursor-not-allowed"
>
Run Simulation
</button>
</div>
{simulationResults && simulationParams && (
<div className="mt-6">
{/* Modified Information Boxes - Now 5 boxes in total */}
<div className="grid grid-cols-1 sm:grid-cols-5 gap-4 mb-6">
<div className="p-4 bg-gray-100 dark:bg-slate-700 rounded shadow">
<h4 className="font-semibold text-lg dark:text-white">
Avg. Yearly Return
</h4>
<p className="text-2xl font-bold dark:text-white" style={{
color: simulationResults.expectedAnnualReturn >= 0 ?
'var(--color-success, #10b981)' :
'var(--color-danger, #ef4444)'
}}>
{simulationResults.expectedAnnualReturn.toFixed(2)}%
</p>
</div>
<div className="p-4 bg-gray-100 dark:bg-slate-700 rounded shadow">
<h4 className="font-semibold text-lg dark:text-white">
Monthly Investment
</h4>
<p className="text-2xl font-bold dark:text-white">
{simulationParams.monthlyAmount.toLocaleString()}
</p>
</div>
<div className="p-4 bg-gray-100 dark:bg-slate-700 rounded shadow">
<h4 className="font-semibold text-lg dark:text-white">
Total Invested <span className="text-sm text-gray-500 dark:text-gray-400">({simulationParams.years} years)</span>
</h4>
<p className="text-2xl font-bold dark:text-white">
{(simulationParams.monthlyAmount * simulationParams.years * 12).toLocaleString()}
</p>
</div>
<div className="p-4 bg-gray-100 dark:bg-slate-700 rounded shadow">
<h4 className="font-semibold text-lg dark:text-white">
Projected Portfolio Value
</h4>
<p className="text-2xl font-bold dark:text-white">
{Math.round(simulationResults.portfolioValue).toLocaleString()}
</p>
</div>
<div className="p-4 bg-gray-100 dark:bg-slate-700 rounded shadow">
<h4 className="font-semibold text-lg dark:text-white">
Total Gain
</h4>
<p className="text-2xl font-bold dark:text-white">
{Math.round(simulationResults.portfolioValue - (simulationParams.monthlyAmount * simulationParams.years * 12)).toLocaleString()}
</p>
<p className="dark:text-white">
{(((simulationResults.portfolioValue / (simulationParams.monthlyAmount * simulationParams.years * 12)) - 1) * 100).toFixed(1)}%
</p>
</div>
</div>
{/* Full-Width Chart */}
<div className="w-full h-[300px] mt-6">
<ResponsiveContainer width="100%" height="100%">
<LineChart data={simulationResults.projectionData}>
<CartesianGrid strokeDasharray="3 3" className="dark:stroke-slate-600" />
<XAxis
dataKey="date"
tickFormatter={(date) => format(new Date(date), 'MMM yyyy')}
tick={{ fill: '#4E4E4E' }}
/>
<YAxis tick={{ fill: '#4E4E4E' }} />
<Tooltip
formatter={(value: number) => [`${Math.round(value).toLocaleString()}`, 'Value']}
labelFormatter={(label) => label}
/>
<Legend />
<Line
type="monotone"
dataKey="portfolioValue"
name="Portfolio Value"
stroke="#8884d8"
strokeWidth={2}
dot={false}
/>
<Line
type="monotone"
dataKey="totalInvestment"
name="Total Invested"
stroke="#82ca9d"
strokeWidth={2}
strokeDasharray="5 5"
dot={false}
/>
</LineChart>
</ResponsiveContainer>
</div>
</div>
)}
</div>
</div>
);
};

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@ -0,0 +1,97 @@
import React, { useState } from 'react';
import { ChevronDown, ChevronUp } from 'lucide-react';
interface SortableTableProps {
data: any[];
columns: {
key: string;
label: string;
sortable?: boolean;
render?: (value: any, row: any) => React.ReactNode;
}[];
}
export const SortableTable = ({ data, columns }: SortableTableProps) => {
const [sortConfig, setSortConfig] = useState<{
key: string;
direction: 'ascending' | 'descending';
} | null>(null);
const sortedData = React.useMemo(() => {
// Create a copy of the data to avoid mutating the original
let sortableData = [...data];
if (sortConfig !== null) {
sortableData.sort((a, b) => {
// Handle null and undefined values
if (a[sortConfig.key] == null) return sortConfig.direction === 'ascending' ? -1 : 1;
if (b[sortConfig.key] == null) return sortConfig.direction === 'ascending' ? 1 : -1;
// Handle numeric values
if (typeof a[sortConfig.key] === 'number' && typeof b[sortConfig.key] === 'number') {
return sortConfig.direction === 'ascending'
? a[sortConfig.key] - b[sortConfig.key]
: b[sortConfig.key] - a[sortConfig.key];
}
// Handle string values
if (typeof a[sortConfig.key] === 'string' && typeof b[sortConfig.key] === 'string') {
return sortConfig.direction === 'ascending'
? a[sortConfig.key].localeCompare(b[sortConfig.key])
: b[sortConfig.key].localeCompare(a[sortConfig.key]);
}
// Fallback for other types
return 0;
});
}
return sortableData;
}, [data, sortConfig]);
const requestSort = (key: string) => {
let direction: 'ascending' | 'descending' = 'ascending';
if (sortConfig?.key === key && sortConfig.direction === 'ascending') {
direction = 'descending';
}
setSortConfig({ key, direction });
};
return (
<table className="w-full border-collapse">
<thead>
<tr className="bg-gray-100 dark:bg-slate-700">
{columns.map((column) => (
<th
key={column.key}
className={`p-2 text-left dark:text-gray-200 ${column.sortable !== false ? 'cursor-pointer hover:bg-gray-200 dark:hover:bg-slate-600' : ''}`}
onClick={() => column.sortable !== false && requestSort(column.key)}
>
<div className="flex items-center">
{column.label}
{sortConfig?.key === column.key && (
<span className="ml-1">
{sortConfig.direction === 'ascending' ? (
<ChevronUp className="w-4 h-4" />
) : (
<ChevronDown className="w-4 h-4" />
)}
</span>
)}
</div>
</th>
))}
</tr>
</thead>
<tbody>
{sortedData.map((row, index) => (
<tr key={index} className="border-b dark:border-slate-600">
{columns.map((column) => (
<td key={column.key} className="p-2 dark:text-gray-200">
{column.render ? column.render(row[column.key], row) : row[column.key]}
</td>
))}
</tr>
))}
</tbody>
</table>
);
};

86
src/hooks/useLivePrice.ts Normal file
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@ -0,0 +1,86 @@
import { useState, useEffect, useRef } from 'react';
import { getHistoricalData } from '../services/yahooFinanceService';
interface LivePriceOptions {
symbol: string;
refreshInterval?: number; // in milliseconds, default 60000 (1 minute)
enabled?: boolean;
}
export function useLivePrice({ symbol, refreshInterval = 60000, enabled = true }: LivePriceOptions) {
const [livePrice, setLivePrice] = useState<number | null>(null);
const [isLoading, setIsLoading] = useState(false);
const [lastPrice, setLastPrice] = useState<number | null>(null);
const [usedCurrency, setUsedCurrency] = useState<string | null>(null);
const [error, setError] = useState<Error | null>(null);
const [lastUpdated, setLastUpdated] = useState<Date | null>(null);
const timerRef = useRef<number | null>(null);
const fetchLivePrice = async () => {
if (!symbol || !enabled) return;
setIsLoading(true);
setError(null);
try {
// Calculate time range for the last 10 minutes
const endDate = new Date();
const startDate = new Date(endDate.getTime() - 10 * 60 * 1000); // 10 minutes ago
const { historicalData, lastPrice, currency } = await getHistoricalData(
symbol,
startDate,
endDate,
"1m" // 1-minute interval
);
if(!usedCurrency) {
setUsedCurrency(currency ?? null);
}
// Get the most recent price
if (historicalData.size > 0) {
const entries = Array.from(historicalData.entries());
const latestEntry = entries[entries.length - 1];
setLivePrice(latestEntry[1]);
setLastUpdated(new Date());
setLastPrice(null);
} else {
setLastPrice(lastPrice ?? null);
}
} catch (err) {
console.error(`Error fetching live price for ${symbol}:`, err);
setError(err instanceof Error ? err : new Error('Failed to fetch live price'));
} finally {
setIsLoading(false);
}
};
useEffect(() => {
// Initial fetch
if (enabled) {
fetchLivePrice();
}
// Set up interval for periodic updates
if (enabled && refreshInterval > 0) {
timerRef.current = window.setInterval(fetchLivePrice, lastPrice ? refreshInterval : refreshInterval * 10);
}
// Cleanup
return () => {
if (timerRef.current !== null) {
clearInterval(timerRef.current);
}
};
}, [symbol, refreshInterval, enabled]);
return {
livePrice,
isLoading,
error,
lastUpdated,
lastPrice,
currency: usedCurrency,
refetch: fetchLivePrice
};
}

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@ -1,28 +1,36 @@
import { format, subYears } from "date-fns";
import { ChevronDown, ChevronLeft, Filter, Plus, RefreshCw, Search, X } from "lucide-react";
import { useCallback, useEffect, useState } from "react";
import { format, subYears, subMonths } from "date-fns";
import { ChevronDown, ChevronLeft, Circle, Filter, Heart, Plus, RefreshCw, Search, X } from "lucide-react";
import { useCallback, useEffect, useRef, useState } from "react";
import toast from "react-hot-toast";
import { Link } from "react-router-dom";
import { Link, useSearchParams } from "react-router-dom";
import {
CartesianGrid, Legend, Line, LineChart, ResponsiveContainer, Tooltip, XAxis, YAxis
CartesianGrid, Legend, Line, LineChart, ResponsiveContainer, Tooltip, XAxis, YAxis
} from "recharts";
import { useDarkMode } from "../hooks/useDarkMode";
import { EQUITY_TYPES, getHistoricalData, searchAssets } from "../services/yahooFinanceService";
import { Asset } from "../types";
import { getHexColor } from "../utils/formatters";
import { formatCurrency, getHexColor } from "../utils/formatters";
import { intervalBasedOnDateRange } from "../utils/calculations/intervalBasedOnDateRange";
// Time period options
const TIME_PERIODS = {
YTD: "Year to Date",
import { useLivePrice } from '../hooks/useLivePrice';
import { SortableTable } from '../components/SortableTable';
import { SavingsPlanSimulator } from '../components/SavingsPlanSimulator';
// Extended time period options
const TIME_PERIODS: { [key: string]: string } = {
"MTD": "Month To Date",
"1M": "1 Month",
"3M": "3 Months",
"6M": "6 Months",
"YTD": "Year To Date",
"1Y": "1 Year",
"3Y": "3 Years",
"5Y": "5 Years",
"10Y": "10 Years",
"15Y": "15 Years",
"20Y": "20 Years",
MAX: "Maximum",
CUSTOM: "Custom Range"
"MAX": "Max",
"CUSTOM": "Custom",
};
// Equity type options
@ -39,16 +47,18 @@ const EQUITY_TYPESMAP: Record<keyof typeof EQUITY_TYPES, string> = {
};
const StockExplorer = () => {
const initialFetch = useRef(false);
const parsedAllocationsRef = useRef<Record<string, number>>({});
const [searchQuery, setSearchQuery] = useState("");
const [searchResults, setSearchResults] = useState<Asset[]>([]);
const [selectedStocks, setSelectedStocks] = useState<Asset[]>([]);
const [selectedStocks, setSelectedStocks] = useState<(Asset & { currency?: string | null })[]>([]);
const [loading, setLoading] = useState(false);
const [searchLoading, setSearchLoading] = useState(false);
const [timePeriod, setTimePeriod] = useState<keyof typeof TIME_PERIODS>("1Y");
const [timePeriod, setTimePeriod] = useState<keyof typeof TIME_PERIODS>("YTD");
const [equityType, setEquityType] = useState<keyof typeof EQUITY_TYPESMAP>("all");
const [showEquityTypeDropdown, setShowEquityTypeDropdown] = useState(false);
const [dateRange, setDateRange] = useState({
startDate: subYears(new Date(), 1),
const [dateRange, setDateRange] = useState<{ startDate: Date; endDate: Date }>({
startDate: new Date(new Date().getFullYear(), 0, 1),
endDate: new Date()
});
const [customDateRange, setCustomDateRange] = useState({
@ -58,6 +68,233 @@ const StockExplorer = () => {
const [stockData, setStockData] = useState<any[]>([]);
const [stockColors, setStockColors] = useState<Record<string, string>>({});
const { isDarkMode } = useDarkMode();
const [showSearchBar, setShowSearchBar] = useState(true);
const [searchParams, setSearchParams] = useSearchParams();
const previousParamsRef = useRef<{
stocks: string[];
period: string;
monthlyAmount: number;
projectionYears: number;
allocations: string;
}>({
stocks: [],
period: '',
monthlyAmount: 0,
projectionYears: 0,
allocations: ''
});
const [savingsPlanParams, setSavingsPlanParams] = useState({
monthlyAmount: 1000,
years: 5,
allocations: {} as Record<string, number>
});
// On mount: Read URL query params and update states if found.
useEffect(() => {
if (initialFetch.current) return;
initialFetch.current = true;
const periodParam = searchParams.get("period");
if (periodParam && Object.keys(TIME_PERIODS).includes(periodParam)) {
setTimePeriod(periodParam as keyof typeof TIME_PERIODS);
updateTimePeriod(periodParam as keyof typeof TIME_PERIODS);
}
// Get savings plan params first so they're ready when stocks load
const monthlyAmountParam = searchParams.get("monthlyAmount");
const yearsParam = searchParams.get("projectionYears");
const allocationsParam = searchParams.get("allocations");
let newSavingsPlanParams = {...savingsPlanParams};
if (monthlyAmountParam) {
newSavingsPlanParams.monthlyAmount = Number(monthlyAmountParam);
}
if (yearsParam) {
newSavingsPlanParams.years = Number(yearsParam);
}
// Parse allocations but don't apply them yet - we'll do that after stocks load
let parsedAllocations: Record<string, number> = {};
if (allocationsParam) {
try {
const allocationPairs = allocationsParam.split(',');
allocationPairs.forEach(pair => {
const [id, percentage] = pair.split(':');
if (id && percentage) {
parsedAllocations[id] = Number(percentage);
}
});
} catch (e) {
console.error("Failed to parse allocations param:", e);
}
}
// Update the ref value instead of creating a new ref
parsedAllocationsRef.current = parsedAllocations;
// Handle loading stocks from URL
const stocksParam = searchParams.get("stocks");
if (stocksParam) {
const symbols = stocksParam.split(",");
if (symbols.length > 0) {
setLoading(true);
// Load all stocks first, then apply allocations
(async () => {
try {
// Create an array to hold all loaded stocks
const loadedStocks: Asset[] = [];
// Process in batches to avoid rate limiting
const batchSize = 3;
const batches = [];
for (let i = 0; i < symbols.length; i += batchSize) {
batches.push(symbols.slice(i, i + batchSize));
}
for (const batch of batches) {
// Process each batch sequentially
const batchResults = await Promise.all(
batch.map(async (symbol) => {
const results = await searchAssets(symbol, EQUITY_TYPES[equityType]);
if (results.length > 0) {
// Get historical data for the stock
const stock = results[0];
const histData = await getHistoricalData(
stock.symbol,
dateRange.startDate,
dateRange.endDate
);
// Create the complete stock object
return {
...stock,
...histData
} as unknown as Asset;
}
return null;
})
);
// Add valid results to loadedStocks
batchResults.filter(Boolean).forEach(stock => {
if (stock) loadedStocks.push(stock);
});
}
// Now that all stocks are loaded, set them all at once
if (loadedStocks.length > 0) {
setSelectedStocks(loadedStocks);
// Assign colors to the stocks
const colors: Record<string, string> = {};
loadedStocks.forEach((stock) => {
colors[stock.id] = getHexColor(new Set(Object.values(colors)), isDarkMode);
});
setStockColors(colors);
// Now apply the allocations
if (Object.keys(parsedAllocationsRef.current).length > 0) {
// Check if we have allocations for all stocks, otherwise use equal distribution
const hasAllAllocations = loadedStocks.every(
stock => parsedAllocationsRef.current[stock.id] !== undefined
);
if (hasAllAllocations) {
newSavingsPlanParams.allocations = parsedAllocationsRef.current;
} else {
// Fallback to equal distribution
loadedStocks.forEach(stock => {
newSavingsPlanParams.allocations[stock.id] = 100 / loadedStocks.length;
});
}
} else {
// No allocations in URL, use equal distribution
loadedStocks.forEach(stock => {
newSavingsPlanParams.allocations[stock.id] = 100 / loadedStocks.length;
});
}
// Apply the final savings plan params
setSavingsPlanParams(newSavingsPlanParams);
}
} catch (error) {
console.error("Error loading stocks from URL:", error);
toast.error("Failed to load some stocks from URL");
} finally {
setLoading(false);
}
})();
} else {
// No stocks to load, just set the savings plan params
setSavingsPlanParams(newSavingsPlanParams);
}
} else {
// No stocks to load, just set the savings plan params
setSavingsPlanParams(newSavingsPlanParams);
}
}, []); // Empty dependency array for mount only
// Update URL query params when selectedStocks or timePeriod changes.
useEffect(() => {
// Create the new params object
const params: Record<string, string> = {};
const stockSymbols = selectedStocks.map(stock => stock.symbol);
const stocksParam = stockSymbols.join(",");
// Only add parameters if they have values
if (selectedStocks.length > 0) {
params.stocks = stocksParam;
}
if (timePeriod) {
params.period = timePeriod.toString();
}
if (savingsPlanParams.monthlyAmount > 0) {
params.monthlyAmount = savingsPlanParams.monthlyAmount.toString();
}
if (savingsPlanParams.years > 0) {
params.projectionYears = savingsPlanParams.years.toString();
}
// Process allocations
const allocationEntries = Object.entries(savingsPlanParams.allocations)
.filter(([id, percentage]) => {
return selectedStocks.some(stock => stock.id === id) && percentage > 0;
})
.map(([id, percentage]) => `${id}:${Math.round(percentage * 10) / 10}`);
const allocationsParam = allocationEntries.join(',');
if (allocationEntries.length > 0) {
params.allocations = allocationsParam;
}
// Check if anything actually changed before updating URL
const prevParams = previousParamsRef.current;
const hasChanged =
stocksParam !== prevParams.stocks.join(",") ||
timePeriod.toString() !== prevParams.period ||
savingsPlanParams.monthlyAmount !== prevParams.monthlyAmount ||
savingsPlanParams.years !== prevParams.projectionYears ||
allocationsParam !== prevParams.allocations;
// Only update URL if something changed
if (hasChanged) {
// Update the ref with new values
previousParamsRef.current = {
stocks: stockSymbols,
period: timePeriod.toString(),
monthlyAmount: savingsPlanParams.monthlyAmount,
projectionYears: savingsPlanParams.years,
allocations: allocationsParam
};
// Update the URL params
setSearchParams(params);
}
}, [selectedStocks, timePeriod, savingsPlanParams, setSearchParams]);
// Handle search
const handleSearch = useCallback(async () => {
@ -72,12 +309,8 @@ const StockExplorer = () => {
// Convert the equity type to a comma-separated string for the API
const typeParam = EQUITY_TYPES[equityType];
console.log(`Searching for "${searchQuery}" with type "${typeParam}"`);
const results = await searchAssets(searchQuery, typeParam);
console.log("Search results:", results);
// Filter out stocks already in the selected list
const filteredResults = results.filter(
result => !selectedStocks.some(stock => stock.symbol === result.symbol)
@ -124,7 +357,7 @@ const StockExplorer = () => {
? new Date(dateRange.startDate.getTime() + (365 * 24 * 60 * 60 * 1000)) // Skip first year for very long ranges
: dateRange.startDate;
const { historicalData, longName } = await getHistoricalData(
const { historicalData, longName, currency } = await getHistoricalData(
stock.symbol,
optimizedStartDate,
dateRange.endDate,
@ -138,6 +371,7 @@ const StockExplorer = () => {
const stockWithHistory = {
...stock,
currency: currency,
name: longName || stock.name,
historicalData,
investments: [] // Empty as we're just exploring
@ -154,7 +388,8 @@ const StockExplorer = () => {
});
// Don't clear results, so users can add multiple stocks
setSearchResults(prev => prev.filter(result => result.symbol !== stock.symbol));
//setSearchResults(prev => prev.filter(result => result.symbol !== stock.symbol));
setSearchResults([]);
toast.success(`Added ${stockWithHistory.name} to comparison`);
} catch (error) {
@ -173,13 +408,23 @@ const StockExplorer = () => {
// Update time period and date range
const updateTimePeriod = useCallback((period: keyof typeof TIME_PERIODS) => {
setTimePeriod(period);
const endDate = new Date();
let startDate;
let startDate: Date;
switch (period) {
case "MTD":
startDate = new Date(endDate.getFullYear(), endDate.getMonth(), 1);
break;
case "1M":
startDate = subMonths(endDate, 1);
break;
case "3M":
startDate = subMonths(endDate, 3);
break;
case "6M":
startDate = subMonths(endDate, 6);
break;
case "YTD":
startDate = new Date(endDate.getFullYear(), 0, 1); // Jan 1 of current year
startDate = new Date(endDate.getFullYear(), 0, 1);
break;
case "1Y":
startDate = subYears(endDate, 1);
@ -209,7 +454,6 @@ const StockExplorer = () => {
default:
startDate = subYears(endDate, 1);
}
if (period !== "CUSTOM") {
setDateRange({ startDate, endDate });
} else {
@ -217,6 +461,49 @@ const StockExplorer = () => {
}
}, [customDateRange]);
// Helper: Interpolate missing daily data so chart lines look connected
// Assumes each data point is an object with a "date" property and one or more stock keys (e.g. "stockId_percent").
const interpolateStockSeries = (data: any[]): any[] => {
if (data.length === 0) return data;
const interpolated = [...data];
// Get all keys other than "date"
const keys = Object.keys(data[0]).filter(key => key !== "date");
keys.forEach(key => {
// Loop over data points and fill missing values
for (let i = 0; i < interpolated.length; i++) {
if (interpolated[i][key] === undefined || interpolated[i][key] === null) {
// Find the previous non-null value
let prevIndex = i - 1;
while (prevIndex >= 0 && (interpolated[prevIndex][key] === undefined || interpolated[prevIndex][key] === null)) {
prevIndex--;
}
// Find the next non-null value
let nextIndex = i + 1;
while (nextIndex < interpolated.length && (interpolated[nextIndex][key] === undefined || interpolated[nextIndex][key] === null)) {
nextIndex++;
}
if (prevIndex >= 0 && nextIndex < interpolated.length) {
const prevVal = interpolated[prevIndex][key];
const nextVal = interpolated[nextIndex][key];
const fraction = (i - prevIndex) / (nextIndex - prevIndex);
interpolated[i][key] = prevVal + (nextVal - prevVal) * fraction;
} else if (prevIndex >= 0) {
interpolated[i][key] = interpolated[prevIndex][key];
} else if (nextIndex < interpolated.length) {
interpolated[i][key] = interpolated[nextIndex][key];
} else {
interpolated[i][key] = 0;
}
}
}
});
return interpolated;
};
// When stockData is ready, create an interpolated version for the chart.
// (Assume stockData is computed elsewhere in this component.)
const interpolatedStockData = interpolateStockSeries(stockData);
// Process the stock data for display
const processStockData = useCallback((stocks: Asset[]) => {
// Create a combined dataset with data points for all dates
@ -278,7 +565,7 @@ const StockExplorer = () => {
const updatedStocks = [...selectedStocks];
for (const batch of batches) {
await Promise.all(batch.map(async (stock, index) => {
await Promise.all(batch.map(async (stock) => {
try {
const { historicalData, longName } = await getHistoricalData(
stock.symbol,
@ -338,8 +625,8 @@ const StockExplorer = () => {
const annualizedReturn = (Math.pow(lastValue / firstValue, 1 / yearsDiff) - 1) * 100;
return {
total: `${totalPercentChange.toFixed(2)}%`,
annualized: `${annualizedReturn.toFixed(2)}%/year`,
total: `${totalPercentChange.toFixed(2)} %`,
annualized: `${annualizedReturn.toFixed(2)} %/y`,
};
}, []);
@ -359,14 +646,6 @@ const StockExplorer = () => {
}
}, [timePeriod]);
// Add debugging for chart display
useEffect(() => {
if (selectedStocks.length > 0) {
console.log("Selected stocks:", selectedStocks);
console.log("Stock data for chart:", stockData);
}
}, [selectedStocks, stockData]);
// Ensure processStockData is called immediately when selectedStocks changes
useEffect(() => {
if (selectedStocks.length > 0) {
@ -375,6 +654,94 @@ const StockExplorer = () => {
}
}, [selectedStocks, processStockData]);
const LivePriceCell = ({ symbol }: { symbol: string }) => {
const { livePrice, isLoading, lastUpdated, lastPrice, currency } = useLivePrice({
symbol,
refreshInterval: 60000, // 1 minute
enabled: true
});
return (
<div>
{isLoading ? (
<span className="inline-block w-4 h-4 border-2 border-t-transparent border-blue-500 rounded-full animate-spin"></span>
) : livePrice ? (
<div>
<div className="flex p-2 text-right justify-end items-center gap-1">
<Circle size={16} className="text-green-500" />
<div>{formatCurrency(livePrice, currency)}</div>
<div className="text-xs text-gray-500">
{lastUpdated ? `Updated: ${format(lastUpdated, 'HH:mm:ss')}` : ''}
</div>
</div>
</div>
) : (
<div className="flex p-2 text-right justify-end items-center gap-1">
<Circle size={16} className="text-red-500" /> Market Closed, last Price: {formatCurrency(lastPrice, currency)}
</div>
)}
</div>
);
};
// Define column configurations for the sortable table
const tableColumns = [
{
key: 'name',
label: 'Stock',
render: (value: string, row: any) => (
<div className="flex items-center gap-2">
<div
className="w-3 h-3 rounded-full"
style={{ backgroundColor: stockColors[row.id] }}
></div>
{value}
</div>
)
},
{
key: 'total',
label: 'Total Return',
sortable: true
},
{
key: 'annualized',
label: 'Annualized Return',
sortable: true
},
{
key: 'currentPrice',
label: 'Current Price (last day)',
sortable: true,
render: (value: number, row: any) => formatCurrency(value, row.currency)
},
{
key: 'symbol',
label: 'Live Price',
sortable: false,
render: (value: string) => <LivePriceCell symbol={value} />
}
];
// Prepare data for the table
const tableData = selectedStocks.map(stock => {
const metrics = calculatePerformanceMetrics(stock);
const historicalData = Array.from(stock.historicalData.entries());
const currentPrice = historicalData.length > 0
? historicalData[historicalData.length - 1][1]
: 0;
return {
id: stock.id,
name: stock.name,
symbol: stock.symbol,
total: metrics.total,
annualized: metrics.annualized,
currentPrice,
currency: stock.currency
};
});
return (
<div className="dark:bg-slate-900 min-h-screen w-full">
<div className="container mx-auto p-4">
@ -389,139 +756,152 @@ const StockExplorer = () => {
<h1 className="text-2xl font-bold dark:text-white">Stock Explorer</h1>
</div>
{/* Toggle button to show/hide the search bar */}
{/* Conditionally render the search bar */}
{/* Search and add stocks */}
<div className="bg-white dark:bg-slate-800 rounded-lg shadow p-4 mb-6 dark:border dark:border-slate-700">
<h2 className="text-lg font-semibold mb-4 dark:text-gray-200">Add Assets to Compare</h2>
<div className="flex flex-col md:flex-row gap-2 mb-4">
<div className="flex-grow relative">
<input
type="text"
value={searchQuery}
disabled={searchLoading}
onChange={(e) => setSearchQuery(e.target.value)}
onKeyDown={handleKeyDown}
placeholder="Search for stocks, ETFs, indices..."
className="w-full p-2 border rounded disabled:opacity-50 disabled:cursor-not-allowed dark:bg-slate-700 dark:text-white dark:border-slate-600"
/>
{searchLoading && (
<div className="absolute right-3 top-2.5">
<div className="animate-spin h-5 w-5 border-2 border-blue-500 rounded-full border-t-transparent"></div>
<div className="flex justify-between items-center mb-4">
<h2 className="text-lg font-semibold mb-4 dark:text-gray-200">Search & Add Assets to Compare</h2>
<button onClick={() => setShowSearchBar(!showSearchBar)} className="text-blue-500 hover:underline">
{showSearchBar ? "Collapse Search" : "Expand Search"}
</button>
</div>
{showSearchBar && (
<>
<div className="flex flex-col md:flex-row gap-2 mb-4">
<div className="flex-grow relative">
<input
type="text"
value={searchQuery}
disabled={searchLoading}
onChange={(e) => setSearchQuery(e.target.value)}
onKeyDown={handleKeyDown}
placeholder="Search for stocks, ETFs, indices..."
className="w-full p-2 border rounded disabled:opacity-50 disabled:cursor-not-allowed dark:bg-slate-700 dark:text-white dark:border-slate-600"
/>
{searchLoading && (
<div className="absolute right-3 top-2.5">
<div className="animate-spin h-5 w-5 border-2 border-blue-500 rounded-full border-t-transparent"></div>
</div>
)}
</div>
)}
</div>
{/* Equity Type Dropdown */}
<div className="relative">
<button
onClick={() => setShowEquityTypeDropdown(!showEquityTypeDropdown)}
className="flex items-center gap-2 border p-2 rounded dark:bg-slate-700 dark:text-white dark:border-slate-600 min-w-[140px]"
>
<Filter size={16} />
{EQUITY_TYPESMAP[equityType]}
<ChevronDown size={16} className="ml-auto" />
</button>
{/* Equity Type Dropdown */}
<div className="relative">
<button
onClick={() => setShowEquityTypeDropdown(!showEquityTypeDropdown)}
className="flex items-center gap-2 border p-2 rounded dark:bg-slate-700 dark:text-white dark:border-slate-600 min-w-[140px]"
>
<Filter size={16} />
{EQUITY_TYPESMAP[equityType]}
<ChevronDown size={16} className="ml-auto" />
</button>
{showEquityTypeDropdown && (
<div className="absolute top-full left-0 mt-1 bg-white dark:bg-slate-700 border dark:border-slate-600 rounded shadow-lg z-10 w-full">
{Object.entries(EQUITY_TYPESMAP).map(([key, label]) => (
<button
key={key}
onClick={() => {
setEquityType(key as keyof typeof EQUITY_TYPESMAP);
setShowEquityTypeDropdown(false);
}}
className={`block w-full text-left px-4 py-2 hover:bg-gray-100 dark:hover:bg-slate-600 dark:text-white ${equityType === key ? 'bg-blue-50 dark:bg-blue-900/30' : ''
}`}
>
{label}
{showEquityTypeDropdown && (
<div className="absolute top-full left-0 mt-1 bg-white dark:bg-slate-700 border dark:border-slate-600 rounded shadow-lg z-10 w-full">
{Object.entries(EQUITY_TYPESMAP).map(([key, label]) => (
<button
key={key}
onClick={() => {
setEquityType(key as keyof typeof EQUITY_TYPESMAP);
setShowEquityTypeDropdown(false);
}}
className={`block w-full text-left px-4 py-2 hover:bg-gray-100 dark:hover:bg-slate-600 dark:text-white ${equityType === key ? 'bg-blue-50 dark:bg-blue-900/30' : ''
}`}
>
{label}
</button>
))}
</div>
)}
</div>
<button
onClick={handleSearch}
className="bg-blue-500 text-white px-4 py-2 rounded hover:bg-blue-600 flex items-center gap-2 disabled:opacity-50 disabled:cursor-not-allowed"
disabled={searchLoading}
>
<Search size={16} />
Search
</button>
</div>
{/* Search results */}
{searchResults.length > 0 && (
<div className="border rounded mb-4 max-h-[500px] overflow-y-auto dark:border-slate-600">
<div className="sticky top-0 bg-gray-100 dark:bg-slate-700 p-2 border-b dark:border-slate-600 flex items-center gap-2">
<button onClick={() => setSearchResults([])}>
<X size={16} />
</button>
<span className="text-sm text-gray-500 dark:text-gray-300">
{searchResults.length} result{searchResults.length !== 1 ? 's' : ''} found for "{searchQuery}"
</span>
</div>
{searchResults.map(result => (
<div
key={result.id}
className="p-3 border-b flex justify-between items-center hover:bg-gray-50 dark:hover:bg-slate-700 dark:border-slate-600 dark:text-gray-200"
>
<div>
<div className="font-medium">{result.name}</div>
<div className="text-sm text-gray-500 dark:text-gray-400">
{result.symbol} | {result.quoteType?.toUpperCase() || "Unknown"}
{result.isin && ` | ${result.isin}`}
{result.price && ` | ${result.price}`}
{result.priceChangePercent && ` | ${result.priceChangePercent}`}
</div>
</div>
<div className="flex gap-2">
<button
onClick={() => addStock(result)}
className="bg-green-500 text-white p-1 rounded hover:bg-green-600"
title="Add to comparison"
>
<Plus size={16} />
</button>
</div>
</div>
))}
</div>
)}
</div>
<button
onClick={handleSearch}
className="bg-blue-500 text-white px-4 py-2 rounded hover:bg-blue-600 flex items-center gap-2 disabled:opacity-50 disabled:cursor-not-allowed"
disabled={searchLoading}
>
<Search size={16} />
Search
</button>
</div>
{/* Search results */}
{searchResults.length > 0 && (
<div className="border rounded mb-4 max-h-[500px] overflow-y-auto dark:border-slate-600">
<div className="sticky top-0 bg-gray-100 dark:bg-slate-700 p-2 border-b dark:border-slate-600">
<span className="text-sm text-gray-500 dark:text-gray-300">
{searchResults.length} result{searchResults.length !== 1 ? 's' : ''} found for "{searchQuery}"
</span>
</div>
{searchResults.map(result => (
<div
key={result.id}
className="p-3 border-b flex justify-between items-center hover:bg-gray-50 dark:hover:bg-slate-700 dark:border-slate-600 dark:text-gray-200"
>
<div>
<div className="font-medium">{result.name}</div>
<div className="text-sm text-gray-500 dark:text-gray-400">
{result.symbol} | {result.quoteType?.toUpperCase() || "Unknown"}
{result.isin && ` | ${result.isin}`}
{result.price && ` | ${result.price}`}
{result.priceChangePercent && ` | ${result.priceChangePercent}`}
</div>
{/* Selected stocks */}
<div>
<h3 className="font-medium mb-2 dark:text-gray-300">Selected Stocks</h3>
{selectedStocks.length === 0 ? (
<p className="text-gray-500 dark:text-gray-400 italic">No stocks selected for comparison</p>
) : (
<div className="flex flex-wrap gap-2">
{selectedStocks.map(stock => {
const metrics = calculatePerformanceMetrics(stock);
return (
<div
key={stock.id}
className="bg-gray-100 dark:bg-slate-700 rounded p-2 flex items-center gap-2"
>
<div
className="w-3 h-3 rounded-full"
style={{ backgroundColor: stockColors[stock.id] }}
></div>
<span className="dark:text-white">{stock.name}</span>
<span className="text-sm text-gray-500 dark:text-gray-400">
({metrics.total})
</span>
<button
onClick={() => removeStock(stock.id)}
className="text-red-500 hover:text-red-700"
title="Remove"
>
<X size={16} />
</button>
</div>
);
})}
</div>
<div className="flex gap-2">
<button
onClick={() => addStock(result)}
className="bg-green-500 text-white p-1 rounded hover:bg-green-600"
title="Add to comparison"
>
<Plus size={16} />
</button>
</div>
</div>
))}
</div>
)}
{/* Selected stocks */}
<div>
<h3 className="font-medium mb-2 dark:text-gray-300">Selected Stocks</h3>
{selectedStocks.length === 0 ? (
<p className="text-gray-500 dark:text-gray-400 italic">No stocks selected for comparison</p>
) : (
<div className="flex flex-wrap gap-2">
{selectedStocks.map(stock => {
const metrics = calculatePerformanceMetrics(stock);
return (
<div
key={stock.id}
className="bg-gray-100 dark:bg-slate-700 rounded p-2 flex items-center gap-2"
>
<div
className="w-3 h-3 rounded-full"
style={{ backgroundColor: stockColors[stock.id] }}
></div>
<span className="dark:text-white">{stock.name}</span>
<span className="text-sm text-gray-500 dark:text-gray-400">
({metrics.total})
</span>
<button
onClick={() => removeStock(stock.id)}
className="text-red-500 hover:text-red-700"
title="Remove"
>
<X size={16} />
</button>
</div>
);
})}
)}
</div>
)}
</div>
</>)}
</div>
{/* Time period selector */}
@ -542,14 +922,14 @@ const StockExplorer = () => {
</button>
</div>
<div className="flex flex-wrap gap-2 mb-4">
<div className="flex flex-wrap gap-2 mb-2">
{Object.entries(TIME_PERIODS).map(([key, label]) => (
<button
key={key}
onClick={() => updateTimePeriod(key as keyof typeof TIME_PERIODS)}
className={`px-3 py-1 rounded ${timePeriod === key
? 'bg-blue-500 text-white'
: 'bg-gray-100 dark:bg-slate-700 text-gray-800 dark:text-gray-200'
? 'bg-blue-500 text-white'
: 'bg-gray-100 dark:bg-slate-700 text-gray-800 dark:text-gray-200'
}`}
>
{label}
@ -557,30 +937,32 @@ const StockExplorer = () => {
))}
</div>
{/* Custom date range selector (only visible when CUSTOM is selected) */}
{/* Custom date range selector (if CUSTOM is selected) */}
{timePeriod === "CUSTOM" && (
<div className="flex gap-4 mb-4">
<div className="flex gap-4 mt-4">
<div>
<label className="block text-sm text-gray-600 dark:text-gray-400 mb-1">Start Date</label>
<label className="block text-sm text-gray-600 dark:text-gray-400 mb-1">
Start Date
</label>
<input
type="date"
value={format(customDateRange.startDate, 'yyyy-MM-dd')}
onChange={(e) => handleCustomDateChange(
new Date(e.target.value),
customDateRange.endDate
)}
onChange={(e) =>
handleCustomDateChange(new Date(e.target.value), customDateRange.endDate)
}
className="border p-2 rounded dark:bg-slate-700 dark:text-white dark:border-slate-600"
/>
</div>
<div>
<label className="block text-sm text-gray-600 dark:text-gray-400 mb-1">End Date</label>
<label className="block text-sm text-gray-600 dark:text-gray-400 mb-1">
End Date
</label>
<input
type="date"
value={format(customDateRange.endDate, 'yyyy-MM-dd')}
onChange={(e) => handleCustomDateChange(
customDateRange.startDate,
new Date(e.target.value)
)}
onChange={(e) =>
handleCustomDateChange(customDateRange.startDate, new Date(e.target.value))
}
max={format(new Date(), 'yyyy-MM-dd')}
className="border p-2 rounded dark:bg-slate-700 dark:text-white dark:border-slate-600"
/>
@ -588,8 +970,10 @@ const StockExplorer = () => {
</div>
)}
<div className="text-sm text-gray-500 dark:text-gray-400">
Showing data from {format(dateRange.startDate, 'MMM d, yyyy')} to {format(dateRange.endDate, 'MMM d, yyyy')}
<div className="text-sm text-gray-500 dark:text-gray-400 italic mt-2">
<span className="text-red-400/50 pr-2">Data-Interval: {intervalBasedOnDateRange({ startDate: dateRange.startDate, endDate: dateRange.endDate })}</span>
Showing data from {format(dateRange.startDate, 'MMM d, yyyy')} to{' '}
{format(dateRange.endDate, 'MMM d, yyyy')}
</div>
</div>
@ -597,12 +981,14 @@ const StockExplorer = () => {
{selectedStocks.length > 0 && stockData.length > 0 && (
<div className="bg-white dark:bg-slate-800 rounded-lg shadow p-4 mb-6 dark:border dark:border-slate-700">
<div className="flex justify-between items-center mb-4">
<h2 className="text-lg font-semibold dark:text-gray-200">Performance Comparison</h2>
<h2 className="text-lg font-semibold dark:text-gray-200">
Performance Comparison
</h2>
</div>
<div className="h-[500px] mb-6">
<ResponsiveContainer width="100%" height="100%">
<LineChart data={stockData}>
<LineChart data={interpolatedStockData}>
<CartesianGrid strokeDasharray="3 3" className="dark:stroke-slate-600" />
<XAxis
dataKey="date"
@ -623,18 +1009,15 @@ const StockExplorer = () => {
formatter={(value: number, name: string, props: any) => {
const stockId = name.replace('_percent', '');
const price = props.payload[stockId] || 0;
const stockName = selectedStocks.find(s => s.id === stockId)?.name || name;
return [
`${value.toFixed(2)}% (€${price.toFixed(2)})`,
stockName
];
const stockName =
selectedStocks.find((s) => s.id === stockId)?.name || name;
return [`${value.toFixed(2)}% (€${price.toFixed(2)})`, stockName];
}}
labelFormatter={(date) => format(new Date(date), 'dd.MM.yyyy')}
/>
<Legend />
{/* Only percentage lines */}
{selectedStocks.map(stock => (
{/* Render one line per selected stock (using interpolated data) */}
{selectedStocks.map((stock) => (
<Line
key={`${stock.id}_percent`}
type="monotone"
@ -650,51 +1033,25 @@ const StockExplorer = () => {
{/* Performance metrics table */}
<div className="overflow-x-auto">
<table className="w-full border-collapse">
<thead>
<tr className="bg-gray-100 dark:bg-slate-700">
<th className="p-2 text-left dark:text-gray-200">Stock</th>
<th className="p-2 text-right dark:text-gray-200">Total Return</th>
<th className="p-2 text-right dark:text-gray-200">Annualized Return</th>
<th className="p-2 text-right dark:text-gray-200">Current Price</th>
</tr>
</thead>
<tbody>
{selectedStocks.map(stock => {
const metrics = calculatePerformanceMetrics(stock);
const historicalData = Array.from(stock.historicalData.entries());
const currentPrice = historicalData.length > 0
? historicalData[historicalData.length - 1][1]
: 0;
return (
<tr key={stock.id} className="border-b dark:border-slate-600">
<td className="p-2 dark:text-gray-200">
<div className="flex items-center gap-2">
<div
className="w-3 h-3 rounded-full"
style={{ backgroundColor: stockColors[stock.id] }}
></div>
{stock.name}
</div>
</td>
<td className="p-2 text-right dark:text-gray-200">{metrics.total}</td>
<td className="p-2 text-right dark:text-gray-200">{metrics.annualized}</td>
<td className="p-2 text-right dark:text-gray-200">{currentPrice.toFixed(2)}</td>
</tr>
);
})}
</tbody>
</table>
<SortableTable data={tableData} columns={tableColumns} />
</div>
</div>
)}
{/* Savings Plan Simulator */}
{selectedStocks.length > 0 && (
<SavingsPlanSimulator stocks={selectedStocks} stockColors={stockColors} onParamsChange={setSavingsPlanParams} />
)}
</div>
{/* Made with Love Badge */}
<div className="text-center py-4 text-gray-500 dark:text-gray-400 text-sm">
Made with by <a href="https://github.com/0xroko" className="text-blue-500 hover:underline">0xroko</a>
</div>
<a
href="https://github.com/Tomato6966/investment-portfolio-simulator"
target="_blank"
rel="noopener noreferrer"
className="fixed bottom-4 left-4 text-xs sm:text-sm text-gray-500 hover:text-gray-700 dark:text-gray-400 dark:hover:text-gray-200 flex items-center gap-1 transition-colors"
>
Built with <Heart className="w-3 h-3 sm:w-4 sm:h-4 text-red-500 inline animate-pulse" /> by Tomato6966
</a>
</div>
);
};

View file

@ -25,8 +25,6 @@ export const EQUITY_TYPES = {
export const searchAssets = async (query: string, equityType: string): Promise<Asset[]> => {
try {
// Log input parameters for debugging
console.log(`Searching for "${query}" with type "${equityType}"`);
const params = new URLSearchParams({
query,
lang: 'en-US',
@ -35,7 +33,6 @@ export const searchAssets = async (query: string, equityType: string): Promise<A
});
const url = `${API_BASE}/v1/finance/lookup${!isDev ? encodeURIComponent(`?${params}`) : `?${params}`}`;
console.log(`Request URL: ${url}`);
const response = await fetch(url);
if (!response.ok) {
@ -44,7 +41,6 @@ export const searchAssets = async (query: string, equityType: string): Promise<A
}
const data = await response.json() as YahooSearchResponse;
console.log("API response:", data);
if (data.finance.error) {
console.error(`API error: ${data.finance.error}`);
@ -52,7 +48,6 @@ export const searchAssets = async (query: string, equityType: string): Promise<A
}
if (!data.finance.result?.[0]?.documents) {
console.log("No results found");
return [];
}
@ -61,9 +56,6 @@ export const searchAssets = async (query: string, equityType: string): Promise<A
return data.finance.result[0].documents
.filter(quote => {
const matches = equityTypes.includes(quote.quoteType.toLowerCase());
if (!matches) {
console.log(`Filtering out ${quote.symbol} (${quote.quoteType}) as it doesn't match ${equityTypes.join(', ')}`);
}
return matches;
})
.map((quote) => ({
@ -104,14 +96,16 @@ export const getHistoricalData = async (symbol: string, startDate: Date, endDate
if (!response.ok) throw new Error(`Network response was not ok (${response.status} - ${response.statusText} - ${await response.text().catch(() => 'No text')})`);
const data = await response.json();
const { timestamp, indicators, meta } = data.chart.result[0] as YahooChartResult;
const { timestamp = [], indicators, meta } = data.chart.result[0] as YahooChartResult;
const quotes = indicators.quote[0];
const lessThenADay = ["60m", "1h", "90m", "45m", "30m", "15m", "5m", "2m", "1m"].includes(interval);
return {
historicalData: new Map(timestamp.map((time: number, index: number) => [formatDateToISO(new Date(time * 1000), lessThenADay), quotes.close[index]])),
longName: meta.longName
longName: meta.longName,
currency: meta.currency,
lastPrice: meta.chartPreviousClose
}
} catch (error) {
console.error('Error fetching historical data:', error);

View file

@ -12,8 +12,7 @@ export const intervalBasedOnDateRange = (dateRange: DateRange, withSubDays: bool
if(withSubDays && diffDays > 60 && diffDays < 100) return "1h";
if(diffDays < oneYear * 2.5) return "1d";
if(diffDays < oneYear * 6 && diffDays >= oneYear * 2.5) return "5d";
if(diffDays < oneYear * 15 && diffDays >= oneYear * 6) return "1wk";
if(diffDays >= oneYear * 30) return "1mo";
return "1d";
if(diffDays <= oneYear * 15 && diffDays >= oneYear * 6) return "1wk";
if(diffDays >= 20) return "1mo";
}

View file

@ -1,10 +1,17 @@
import { formatDate, isValid, parseISO } from "date-fns";
export const formatCurrency = (value: number): string => {
return `${value.toLocaleString('de-DE', {
const currencyFormatter = (currency: string|null) => {
if(currency?.toUpperCase() === "USD") return "$";
if(currency?.toUpperCase() === "GBP") return "£";
if(currency?.toUpperCase() === "EUR") return "€";
return currency ?? "🪙";
}
export const formatCurrency = (value: number|undefined|null, currencyString:string|null = "€"): string => {
return `${currencyFormatter(currencyString)} ${value?.toLocaleString('de-DE', {
minimumFractionDigits: 2,
maximumFractionDigits: 2
})}`;
}) ?? "N/A"}`;
};
const LIGHT_MODE_COLORS = [