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Add 3 interactive chart types: Compare, What If, Period vs Period (build 34)

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- Compare (free): multi-source overlay chart, Base 100 / Return % / Value modes,
  chip selector, reactive to time range filter
- What If (premium): allocation simulator with sliders per source, dual-line chart
  actual vs simulated indexed to 100, orange warning when weights ≠ 100%
- Period vs Period (free): date-picker-driven comparison of any two custom periods,
  return % normalized from month 1 = 0%, color-coded legend with period labels

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
alexandrev-tibco
2026-05-26 15:32:57 +02:00
parent 270edeb536
commit 12ab2d6009
6 changed files with 1125 additions and 12 deletions
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PortfolioJournal.xcodeproj/project.pbxproj
+8 -8
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@@ -459,7 +459,7 @@
CODE_SIGN_ENTITLEMENTS = PortfolioJournal/PortfolioJournalDebug.entitlements;
ENABLE_USER_SCRIPT_SANDBOXING = NO;
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_ASSET_PATHS = PortfolioJournal/Assets.xcassets;
DEVELOPMENT_TEAM = 2825Q76T7H;
ENABLE_PREVIEWS = YES;
@@ -498,7 +498,7 @@
CODE_SIGN_ENTITLEMENTS = PortfolioJournal/PortfolioJournal.entitlements;
ENABLE_USER_SCRIPT_SANDBOXING = NO;
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_ASSET_PATHS = PortfolioJournal/Assets.xcassets;
DEVELOPMENT_TEAM = 2825Q76T7H;
ENABLE_PREVIEWS = YES;
@@ -655,7 +655,7 @@
ASSETCATALOG_COMPILER_WIDGET_BACKGROUND_COLOR_NAME = WidgetBackground;
CODE_SIGN_ENTITLEMENTS = PortfolioJournalWidgetExtension.entitlements;
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_ASSET_PATHS = PortfolioJournalWidget/Assets.xcassets;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = NO;
@@ -688,7 +688,7 @@
ASSETCATALOG_COMPILER_WIDGET_BACKGROUND_COLOR_NAME = WidgetBackground;
CODE_SIGN_ENTITLEMENTS = PortfolioJournalWidgetExtension.entitlements;
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_ASSET_PATHS = PortfolioJournalWidget/Assets.xcassets;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = NO;
@@ -719,7 +719,7 @@
buildSettings = {
BUNDLE_LOADER = "$(TEST_HOST)";
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = YES;
IPHONEOS_DEPLOYMENT_TARGET = 17.6;
@@ -743,7 +743,7 @@
buildSettings = {
BUNDLE_LOADER = "$(TEST_HOST)";
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = YES;
IPHONEOS_DEPLOYMENT_TARGET = 17.6;
@@ -766,7 +766,7 @@
isa = XCBuildConfiguration;
buildSettings = {
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = YES;
IPHONEOS_DEPLOYMENT_TARGET = 17.6;
@@ -789,7 +789,7 @@
isa = XCBuildConfiguration;
buildSettings = {
CODE_SIGN_STYLE = Automatic;
CURRENT_PROJECT_VERSION = 33;
CURRENT_PROJECT_VERSION = 34;
DEVELOPMENT_TEAM = 2825Q76T7H;
GENERATE_INFOPLIST_FILE = YES;
IPHONEOS_DEPLOYMENT_TARGET = 17.6;