Add the stock portfolio summary and details view

[horvathmarton]

Description

This is the core view for the app where the user could oversee its portfolios one by one and a summary of every portfolio.

Technical details

We are going to need a detailed design for this view, but for now, we just create a list of the data that should be displayed on the page and a list of ideas about the layout of the UI:

Layout

• We need a view that has two functions, it has to be a portfolio detail view where detailed information about a selected portfolio is displayed and it also has to be a summary view where all the portfolios could be displayed as a summary.
• We could use a dropdown to select which portfolio should be active (in the long run we could transform it to a dropdown with checkboxes so the user could see a summary from a subset of its portfolios).
• We need another selector to select the date snapshot when the portfolio should be viewed (defaults to now).
• There is a ton of table format data on this page so to be more user-friendly and avoid horizontal scroll we should tab the view by main topics.
• We have a couple of charts in this view that could replace some columns in the view. Also, we wouldn't want to scroll to access the charts, so the space has to be divided between the table and the chart.
• Display when was the data last updated somehow.
• The table could be hierarchical (in the long run) to display each transaction and the position as a summary.
• The table should contain a min, avg, max, and sum row for each column where applicable.
• The purchases could be displayed in a calendar view.

Data

• [x] base data
  • [x] stock symbol
  • [x] company name
  • [x] sector
• [ ] price info
  • [x] current price (display the date of the last info)
• [x] purchase info
  • [x] average purchase price
  • [x] shares count
  • [x] purchase date (first and latest)
• [ ] dividend info
  • [x] dividend per share
  • [x] dividend yield (%)
  • [x] yield on capital (%) <- chartable (column chart?)
  • [x] dividend income <- chartable (column chart?)
  • [x] dividend (%) <- chartable (piechart?)
  • [ ] total dividend income (annually, after tax, monthly)
• [x] risk
  • [x] size @ cost (?)
  • [x] size of position (?)
  • [x] exposure @ cost (%) <- chartable (heatmap?)
  • [x] position exposure (%) <- chartable (heatmap?)
  • [x] sector exposure (%) <- chartable (piechart?)
• [ ] PnL
  • [x] % from purchase price (%) <- chartable (column chart?)
  • [x] PnL since inception <- chartable (column chart?)
  • [ ] annualized return <- chartable (column chart?)

[horvathmarton]

The main functionality is done, every other feature or small bug has been moved to its separate issue.