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mutual_fund_holdings.ejs
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mutual_fund_holdings.ejs
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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<!-- viewport - the area of a web page that's visible to the user -->
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<!-- adding external bootstrap5 CSS and External CSS3 links -->
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.2.3/dist/css/bootstrap.min.css" rel="stylesheet">
<link rel="stylesheet" href="./css/mutual_fund_holdings.css">
<title>My Domestic Holdings</title>
</head>
<body>
<!-- navbar -->
<nav class="navbar navbar-expand-lg navbar-dark bg-dark">
<div class="container-fluid">
<a class="navbar-brand" href="#"><i>ExpandUr</i>Wealth</a>
<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarSupportedContent" aria-controls="navbarSupportedContent" aria-expanded="false" aria-label="Toggle navigation">
<span class="navbar-toggler-icon"></span>
</button>
<div class="collapse navbar-collapse" id="navbarSupportedContent">
<ul class="navbar-nav me-auto mb-2 mb-lg-0">
<li class="nav-item dropdown">
<a class="nav-link dropdown-toggle" href="/domestic_stocks" id="navbarDropdown" role="button" data-bs-toggle="dropdown" aria-expanded="false">
Discover
</a>
<ul class="dropdown-menu" aria-labelledby="navbarDropdown">
<li><a class="dropdown-item" href="/domestic_stocks">Domestic Stocks</a></li>
<li><a class="dropdown-item" href="#">US Stocks</a></li>
<li><a class="dropdown-item" href="/mutual_funds_explore">Mutual Funds</a></li>
<li><a class="dropdown-item" href="/ipo">IPO</a></li>
<li><a class="dropdown-item" href="#">Gold</a></li>
</ul>
</li>
<li class="nav-item">
<a class="nav-link" href="/mutual_fund_holdings">My Holdings</a>
</li>
<li class="nav-item">
<a class="nav-link" href="#">Orders</a>
</li>
<li class="nav-item">
<a class="nav-link" href="/watchlist_mutual_funds">Watch-List</a>
</li>
<li class="nav-item dropdown">
<a class="nav-link dropdown-toggle" href="#" id="navbarDropdown" role="button" data-bs-toggle="dropdown" aria-expanded="false">
Learn&Invest
</a>
<ul class="dropdown-menu" aria-labelledby="navbarDropdown">
<li><a class="dropdown-item" href="/fundamental_analysis">Fundamental and Industry Analysis</a></li>
<li><a class="dropdown-item" href="#">Technical Analysis</a></li>
<li><a class="dropdown-item" href="#">Macro & Micro Economics</a></li>
<li><a class="dropdown-item" href="#">Financial & Investing Psychology</a></li>
<li><a class="dropdown-item" href="#">Personal Finance</a></li>
<li><a class="dropdown-item" href="/stock_market_terminology">Stock Market Terminology</a></li>
<li><a class="dropdown-item" href="/mutual_fund_terminology">Mutual Fund Terminology</a></li>
</ul>
</li>
<li class="nav-item">
<a class="nav-link" href="#">Market News</a>
</li>
<li class="nav-item dropdown">
<a class="nav-link dropdown-toggle" href="#" id="navbarDropdown" role="button" data-bs-toggle="dropdown" aria-expanded="false">
My Account
</a>
<ul class="dropdown-menu" aria-labelledby="navbarDropdown">
<li><a class="dropdown-item" href="#"><h5><%= name %></h5> Account Details ></li>
<a class="dropdown-item" href="#">Settings</a>
<div class="dropdown-divider"></div>
<li>
<form action="/logout?_method=DELETE" method="POST">
<button type="submit" class="dropdown-item">Logout</button>
</form>
</li>
</ul>
</li>
</ul>
<form class="d-flex">
<input class="form-control me-2" type="search" placeholder="Search about stocks here..." aria-label="Search">
<button class="btn btn-success" type="submit">Explore</button>
</form>
</div>
</div>
</nav>
<!-- Your portfolio heading -->
<div class="container">
<h4 id="heading-1">Your Portfolio</h4>
</div>
<!-- Total investment, current value, and returns -->
<div class="container">
<div class="row">
<div class="col">
<h6>Total Investment Value (₹)</h6> <!-- 1st column info -->
<p id="total-investment">0</p>
</div>
<div class="col">
<h6>Total Current Value (₹)</h6><!-- 2nd column info -->
<p id="total-current">0</p>
</div>
<div class="col">
<h6>Total Returns (₹)</h6><!-- 3rd column info -->
<p id="total-returns">0</p>
</div>
<div class="col">
<h6>Total Returns (%)</h6>
<p id="total-returns-percent">0</p><!-- 4th column info -->
</div>
</div>
</div>
<!-- Mutual Fund Holdings Table -->
<table class = table-light id="stock-table">
<thead>
<tr class="table-light">
<th>Mutual Fund Name</th>
<th>Asset Class</th>
<th>Risk / Volatility</th>
<th>Curr. NAV (₹)</th>
<th>Avg. NAV (₹)</th>
<th>Bal. Units</th>
<th>Investment (₹)</th>
<th>Curr. Value (₹)</th>
<th>Returns (₹)</th>
<th>Returns (%)</th>
<th>XIRR</th>
</tr>
</thead>
<tbody>
<tr class="stock-row" data-stock="PARAG PARIKH FLEXI CAP FUND">
<td id="mf-a">Parag Parikh Flexi Cap Fund</td>
<td>Equity</td>
<td>Very High</td>
<td>55.82</td>
<td>51.44</td>
<td>369.31</td>
<td id="invest-mf-1">18999</td>
<td id="current-mf-1">20715</td>
<td id="returns-mf-1"></td>
<td id="returns-mf-1-percent"></td>
<td id="xirr-mf-1">+10.51</td>
</tr>
<tr class="stock-row" data-stock="ICICI PRUDENTIAL MULTI SECTOR FUND">
<td id="mf-b">ICICI Prudential Multi Sector Fund</td>
<td>Equity</td>
<td>Very High</td>
<td>140.72</td>
<td>161.31</td>
<td>30.372</td>
<td id="invest-mf-2">4899</td>
<td id="current-mf-2">4298</td>
<td id="returns-mf-2"></td>
<td id="returns-mf-2-percent"></td>
<td id="xirr-mf-2">-10.34</td>
</tr>
</tbody>
</table>
<!-- One-time Investement or SIP Investment pop up -->
<div class="modal">
<div class="modal-content">
<span class="close">×</span>
<a href="/mutual_fund_details" id="about-stock"><h5 class="stock-name"></h5></a>
<br>
<div class="buy-sell-options">
<button class="buy-button">One Time Invest</button>
<button class="sell-button">SIP Invest</button>
</div>
</div>
</div>
<!-- adding bootstrap JS -->
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.2.3/dist/js/bootstrap.bundle.min.js"></script>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.6.0/jquery.min.js"></script>
<!-- adding external JS -->
<script src="./js/mutual_fund_holdings.js"></script>
</body>
</html>