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Implement exposure stats #55

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Nov 13, 2024
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128 changes: 128 additions & 0 deletions src/js/exposure_stats.js
Original file line number Diff line number Diff line change
@@ -0,0 +1,128 @@
import * as d3 from 'd3';

export class ExposureStatsTile {
constructor(container, data) {
let container_div;

if (typeof container === 'string') {
container_div = document.querySelector(container);
} else {
container_div = container;
}

container_div.innerHTML = '';

d3.select(container_div).attr('chart_type', 'ExposureStatsTile');

container_div.classList.add('ExposureStatsTile');
container_div.classList.add('d3chart');
container_div.classList.add('chart_container');

this.container = d3.select(container_div);

// Declare the chart dimensions and margins.
const width = 250;
const height = 120;
const marginTop = 10;
const marginRight = 5;
const marginBottom = 5;
const marginLeft = 5;

// Declare text positions
let asset_posiiton_x = (width - marginLeft) / 2,
text_position_y = height - marginBottom - 35,
perc_position_y = (height - marginBottom) / 2 - 10,
sector_position_x = width - marginLeft;

// Create the svg container
const svg = this.container
.append('svg')
.attr('width', width)
.attr('height', height)
.attr('viewBox', [0, 0, width, height])
.attr('preserveAspectRatio', 'xMinYMin meet')
.attr('style', 'max-width: 100%; height: auto;');

// Filter data
let sector = document.querySelector('#sector_selector').value,
asset_class = document.querySelector('#asset_class_selector').value;

let subdata = data.filter((d) => d.asset_type == asset_class).filter((d) => d.sector == sector);

// Annotate with stats info - asset class
svg
.append('g')
.attr('transform', 'translate(' + [asset_posiiton_x, marginTop] + ')')
.append('text')
.text(asset_class)
.style('dominant-baseline', 'middle')
.style('font-weight', 'bold')
.style('text-anchor', 'end');

svg
.append('g')
.attr('transform', 'translate(' + [asset_posiiton_x, perc_position_y] + ')')
.append('text')
.text(prcnt_format(subdata[0].percentage_value_invested))
.style('dominant-baseline', 'middle')
.style('font-weight', 'bold')
.style('text-anchor', 'end')
.style('font-size', '2.5em');

let label_total = ['of the', 'total portfolio'];
svg
.append('g')
.attr('transform', 'translate(' + [asset_posiiton_x, text_position_y] + ')')
.selectAll('text')
.data(label_total)
.enter()
.append('text')
.attr('transform', (d, i) => 'translate(0, ' + i * 15 + ')')
.text((d) => d)
.style('dominant-baseline', 'middle')
.style('text-anchor', 'end');

// Annotate with stats info - sector
svg
.append('g')
.attr('transform', 'translate(' + [sector_position_x, marginTop] + ')')
.append('text')
.text(sector)
.style('dominant-baseline', 'middle')
.style('font-weight', 'bold')
.style('text-anchor', 'end');

svg
.append('g')
.attr('transform', 'translate(' + [sector_position_x, perc_position_y] + ')')
.append('text')
.text(prcnt_format(subdata[0].perc_asset_val_sector))
.style('dominant-baseline', 'middle')
.style('font-weight', 'bold')
.style('text-anchor', 'end')
.style('font-size', '2.5em');

let label_sector = ['of the', asset_class, 'portion of portfolio'];
svg
.append('g')
.attr('transform', 'translate(' + [sector_position_x, text_position_y] + ')')
.selectAll('text')
.data(label_sector)
.enter()
.append('text')
.attr('transform', (d, i) => 'translate(0, ' + i * 15 + ')')
.text((d) => d)
.style('dominant-baseline', 'middle')
.style('text-anchor', 'end');

function prcnt_format(num) {
if (num == 0) {
return '0%';
} else if (num < 0.001) {
return '< 0.1%';
} else {
return d3.format('.2p')(num);
}
}
}
}
86 changes: 86 additions & 0 deletions src/json/data_exposure_stats.json
Original file line number Diff line number Diff line change
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[
{
"asset_type": "Corporate Bonds",
"percentage_value_invested": 0.1679,
"sector": "Power",
"perc_asset_val_sector": 0.0812
},
{
"asset_type": "Listed Equity",
"percentage_value_invested": 0.784,
"sector": "Power",
"perc_asset_val_sector": 0.1661
},
{
"asset_type": "Corporate Bonds",
"percentage_value_invested": 0.1679,
"sector": "Automotive",
"perc_asset_val_sector": 0
},
{
"asset_type": "Listed Equity",
"percentage_value_invested": 0.784,
"sector": "Automotive",
"perc_asset_val_sector": 0.3094
},
{
"asset_type": "Corporate Bonds",
"percentage_value_invested": 0.1679,
"sector": "Oil&Gas",
"perc_asset_val_sector": 0.2697
},
{
"asset_type": "Listed Equity",
"percentage_value_invested": 0.784,
"sector": "Oil&Gas",
"perc_asset_val_sector": 0.1457
},
{
"asset_type": "Corporate Bonds",
"percentage_value_invested": 0.1679,
"sector": "Coal",
"perc_asset_val_sector": 0
},
{
"asset_type": "Listed Equity",
"percentage_value_invested": 0.784,
"sector": "Coal",
"perc_asset_val_sector": 0.0616
},
{
"asset_type": "Corporate Bonds",
"percentage_value_invested": 0.1679,
"sector": "Steel",
"perc_asset_val_sector": 0.3992
},
{
"asset_type": "Listed Equity",
"percentage_value_invested": 0.784,
"sector": "Steel",
"perc_asset_val_sector": 0.073
},
{
"asset_type": "Corporate Bonds",
"percentage_value_invested": 0.1679,
"sector": "Aviation",
"perc_asset_val_sector": 0
},
{
"asset_type": "Listed Equity",
"percentage_value_invested": 0.784,
"sector": "Aviation",
"perc_asset_val_sector": 0.0143
},
{
"asset_type": "Corporate Bonds",
"percentage_value_invested": 0.1679,
"sector": "Cement",
"perc_asset_val_sector": 0
},
{
"asset_type": "Listed Equity",
"percentage_value_invested": 0.784,
"sector": "Cement",
"perc_asset_val_sector": 0.0414
}
]
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