Improve portfolio chart with historical price-based data points
Chart now plots weekly data points from first purchase to today using candle/history price data, giving an accurate view of portfolio value over time rather than just at purchase dates. Backend seeds up to 365 days of daily close prices from CoinGecko as synthetic OHLC candles, refreshing stale entries older than 31 days. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -19,40 +19,84 @@ const styles = {
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saveBtn: { marginTop: '0.75rem', background: 'none', border: '1px solid #555', color: '#aaa', borderRadius: '6px', padding: '0.4rem 1rem', cursor: 'pointer', fontSize: '0.85rem' },
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};
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export default function PortfolioChart({ purchases, stats }) {
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function toDateKey(date) {
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return date.toISOString().split('T')[0];
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}
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function priceOn(date, priceMap, currentPrice, isToday, sortedPurchases) {
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if (isToday) return currentPrice || 0;
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// Try candle history (walk back up to 7 days)
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for (let i = 0; i <= 7; i++) {
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const d = new Date(date);
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d.setDate(d.getDate() - i);
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const p = priceMap[toDateKey(d)];
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if (p) return p;
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}
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// Fall back to most recent purchase price up to this date
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let fallback = null;
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for (const p of sortedPurchases) {
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const pd = new Date(p.created_at);
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pd.setHours(0, 0, 0, 0);
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if (pd <= date) fallback = p.price_eur;
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}
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return fallback;
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}
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export default function PortfolioChart({ purchases, stats, btcHistory }) {
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const chartRef = useRef(null);
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if (!purchases || purchases.length === 0) return null;
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// Build cumulative data points sorted by date
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const sorted = [...purchases].sort((a, b) => new Date(a.created_at) - new Date(b.created_at));
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const today = new Date();
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today.setHours(0, 0, 0, 0);
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// Build price lookup from candle history
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const priceMap = {};
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(btcHistory || []).forEach(({ date, close }) => { priceMap[date] = close; });
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const firstDate = new Date(sorted[0].created_at);
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firstDate.setHours(0, 0, 0, 0);
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// Generate biweekly dates from first purchase to today
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const dates = [];
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const cursor = new Date(firstDate);
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while (cursor <= today) {
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dates.push(new Date(cursor));
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cursor.setDate(cursor.getDate() + 7);
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}
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if (toDateKey(dates[dates.length - 1]) !== toDateKey(today)) {
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dates.push(new Date(today));
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}
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let cumInvested = 0;
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let cumBtc = 0;
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const labels = [];
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const portfolioValues = [];
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const investedValues = [];
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sorted.forEach((p, i) => {
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cumInvested += p.amount_eur;
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cumBtc += p.amount_eur / p.price_eur;
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const currentVal = cumBtc * (stats?.current_price || p.price_eur);
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labels.push(new Date(p.created_at).toLocaleDateString());
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portfolioValues.push(parseFloat(currentVal.toFixed(2)));
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dates.forEach(date => {
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const isToday = toDateKey(date) === toDateKey(today);
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const price = priceOn(date, priceMap, stats?.current_price, isToday, sorted);
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if (price === null) return; // no price data available, skip
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// Cumulative BTC and invested up to this date
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let cumBtc = 0;
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let cumInvested = 0;
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sorted.forEach(p => {
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const pDate = new Date(p.created_at);
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pDate.setHours(0, 0, 0, 0);
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if (pDate <= date) {
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cumBtc += p.amount_eur / p.price_eur;
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cumInvested += p.amount_eur;
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}
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});
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if (cumBtc === 0) return; // no purchases yet at this date
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labels.push(date.toLocaleDateString('en-GB'));
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portfolioValues.push(parseFloat((cumBtc * price).toFixed(2)));
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investedValues.push(parseFloat(cumInvested.toFixed(2)));
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});
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const todayLabel = new Date().toLocaleDateString();
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if (labels.length === 0 || labels[labels.length - 1] !== todayLabel) {
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const currentVal = cumBtc * (stats?.current_price || 0);
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labels.push(todayLabel);
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portfolioValues.push(parseFloat(currentVal.toFixed(2)));
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investedValues.push(parseFloat(cumInvested.toFixed(2)));
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}
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const currentPrice = stats?.current_price || 0;
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const breakEvenLine = labels.map(() => stats?.average_price || 0);
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const data = {
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labels,
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datasets: [
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