fitr/src/types.ts

Financial Investment Tracker

export interface Asset {
    name: string;
    type: AssetType;
    currency: string;
    symbol: string;
    isin: string;
    quantity: number;
    avgCost: number;
    lastPrice: number;
    totalCost: number;
    currentValue: number;
    profit: number;
    profitPercentage: number;
    mwr: number;
    twr: number;
    lastUpdated: string;
}

export enum AssetType {
    STOCK = 'stock',
    ETF = 'etf',
    CRYPTO = 'crypto',
    BOND = 'bond',
    OTHER = 'other'
}

export interface CurrencyPortfolio {
    currency: string;
    cost: number;
    value: number;
    profit: number;
    profitPercentage: number;
    lastUpdated: string;
}

export interface Portfolio {
    assets: Asset[];
    currencies: CurrencyPortfolio[];
    total: {
        eur: number;
    }
}

export interface Transaction {
    date: string;
    type: TransactionType;
    quantity: number;
    price: number;
    fees?: number;
    notes?: string;
}

export enum TransactionType {
    BUY = 'buy',
    SELL = 'sell',
    DIVIDEND = 'dividend',
    SPLIT = 'split',
    VESTED = 'vested'
}

export interface PricePoint {
    date: string;
    price: number;
    source: PriceSource;
}

export enum PriceSource {
    YAHOO = 'yahoo',
    MANUAL = 'manual',
    TRANSACTION = 'transaction'
}

export interface CurrencyExchangeRate {
    pair: string;
    rate: number;
    date: string;
}

export interface CurrencyExchangeRates {
    rates: CurrencyExchangeRate[];
}