TD-Ameritrade-Total-Return-Columns-Tampermonkey.js

(function ($) {
    'use strict';

    // There's multiple similar tables (long and short positions).
    // They have duplicate html id attributes, so we need to scope ourselves to only the long table.
    let $root;

    function isUnRealizedGainLossTabActive() {
        const href = String(window.location.href);
        return /GainLoss.aspx/i.test(href) && /gainlosstype=unrealized/i.test(href);
    }

    function addNewColumnsToTables() {
        $('th.GainPercentage', $root)
            .after("<th class=TotalGain style='vertical-align: bottom'>CAGR</th>")
            .after("<th class=TotalGainPercentage style='vertical-align: bottom'>TotGains (%)</th>")
            .after("<th class=TotalGain style='vertical-align: bottom'>TotGains ($)</th>")
            ;
        $('td.GainPercentage', $root)
            .after("<td class=CAGR></td>")
            .after("<td class=TotalGainPercentage></td>")
            .after("<td class=TotalGain></td>")
            ;
    }

    function numberFormat(num) {
        return num.toLocaleString(undefined, {maximumFractionDigits:2});
    }

    function calcCompoundAnnualGrowthRate(startValue, endValue, years) {
        return (Math.pow(endValue / startValue, 1.0 / years) - 1.0) * 100;
    }

    function yearsDiff(startDate, endDate) {
        return dateDiffInDays(startDate, endDate) / 365;
    }

    function toInt(str) {
        return parseInt(str, 10);
    }

    function mdyDateStringToDateObj(mdyDateStr) {
        const startParts = mdyDateStr.split("/");
        return new Date(toInt("20" + startParts[2]), toInt(startParts[0]) - 1, toInt(startParts[1]));
    }

    function dateDiffInDays(a, b) {
        const MS_PER_DAY = 1000 * 60 * 60 * 24;

        // Discard the time and time-zone information.
        const utc1 = Date.UTC(a.getFullYear(), a.getMonth(), a.getDate());
        const utc2 = Date.UTC(b.getFullYear(), b.getMonth(), b.getDate());

        return Math.floor((utc2 - utc1) / MS_PER_DAY);
    }

    function populateValues() {
        const $headers = $('tr.headerrows', $root);
        let totalGainAllRows = 0;
        let totalCostAllRows = 0;
        const now = new Date();
        $headers.each((i, tr) => {
            // const purchases = getAllPurchases(tr);
            const purchases = getAllPurchaseRowValues(tr);
            if (!purchases) {
                // This row didn't have any associated dividends.
                return;
            }

            const manualPurchaseRows = extractLikelyManualPurchases(purchases);
            const dividendRows = extractLikelyDividends(purchases);

            const manualPurchases = manualPurchaseRows.map(pluckAmount);
            const dividends = dividendRows.map(pluckAmount);

            const dividendSum = dividends.reduce(arrayReduceSum, 0);
            const cost = manualPurchases.reduce(arrayReduceSum, 0);
            totalCostAllRows += cost;
            const marketValue = getMarketValueFromHeader(tr);
            const totalGain = marketValue - cost;
            totalGainAllRows += totalGain;
            const positionOpenDate = extractOldestPurchaseDate(purchases);
            const yearsPositionOpen = yearsDiff(positionOpenDate, now);
            const cagr = calcCompoundAnnualGrowthRate(cost, marketValue, yearsPositionOpen);
            const totalGainPercent = 100 * (totalGain / cost);
            const $totalGain = $('.TotalGain', tr);
            const $totalGainPercentage = $('.TotalGainPercentage', tr);
            const $cagr = $('.CAGR', tr);
            $totalGain.attr('title', dividends.map(numberFormat).join(", ") + " Sum: " + numberFormat(dividendSum));
            $totalGain.text(numberFormat(totalGain));
            $totalGainPercentage.text(numberFormat(totalGainPercent));
            $cagr.text(numberFormat(cagr));
            $cagr.attr("title", "Years position open: " + numberFormat(yearsPositionOpen)).css("cursor", "help");
        });

        // Do the last row, which is a total of all rows.
        const totalGainAllRowsPercent = 100 * (totalGainAllRows / totalCostAllRows);
        const $totalsRow = $("#TotalsFooter .superTotal", $root);
        $('.TotalGain', $totalsRow).text(numberFormat(totalGainAllRows));
        $('.TotalGainPercentage', $totalsRow).text(numberFormat(totalGainAllRowsPercent));
    }

    function pluckAmount(row) {
        return row.Amount;
    }

    function getRowValues(tr) {
        return {
            Quantity: getValueFromHeader(tr, '.Quantity'),
            OpenDate: getStringFromHeader(tr, '.OpenDate'),
            MarketValue: getValueFromHeader(tr, '.MarketValue'),
            Amount: getValueFromHeader(tr, '.Amount')
        };
    }

    function arrayReduceSum(a, b) {
        return a + b;
    }

    function extractLikelyDividends(purchases) {
        return purchases.filter(row => !isWholeNumber(row.Quantity));
    }

    function looksLikeMdyDate(str) {
        return /\d+\/\d+\/\d+/.test(str);
    }
    function extractOldestPurchaseDate(purchases) {
        const dates = purchases
            .filter(row => looksLikeMdyDate(row.OpenDate))
            .map(row => mdyDateStringToDateObj(row.OpenDate));
        dates.sort((a,b) => b.getTime() - a.getTime());
        return dates.pop();
    }

    function extractLikelyManualPurchases(purchases) {
        // I cant buy fractional shares, so if it's a whole number, it's unlikely a dividend DRIP purchase.
        return purchases.filter(row => isWholeNumber(row.Quantity));
    }

    function isWholeNumber(num) {
        return num % 1 < 0.00001;
    }

    function parseNumber(str) {
        return parseFloat(str.replace(/[^0-9.]/g, ''));
    }

    function getMarketValueFromHeader(trElem) {
        return getValueFromHeader(trElem, '.MarketValue');
    }

    function getValueFromHeader(trElem, selector) {
        return parseNumber($(selector, trElem).text());
    }

    function getStringFromHeader(trElem, selector) {
        return $(selector, trElem).text();
    }

    function getAllPurchaseRowValues(trElem) {
        const $tbody = getAssociatedTbody(trElem);
        if (!$tbody.length) {
            // No tbody elem found, which means there's no drilldown - in other word, there's no dividend DRIP purchases.
            // So, we will just use the values from the current row.
            return [getRowValues(trElem)];
        }

        const $vals = $('.rows', $tbody).map((k, tr) => {
            return getRowValues(tr);
        });

        // To real array.
        return [].slice.call($vals);
    }

    function getAssociatedTbody(trElem) {
        const id = getAssociatedTbodyId(trElem);
        return $('#' + id, $root);
    }

    function setRootElem() {
        $root = $('#sectionL01');
    }

    function getAssociatedTbodyId(trElem) {
        const matches = /SUM_(\d+)/.exec($(trElem).attr('id'));
        if (!matches) {
            throw new Error("failed to extract id from tr header");
        }
        return 'L_' + matches[1];
    }

    function run() {
        if (!isUnRealizedGainLossTabActive()) {
            return;
        }
        setRootElem();
        addNewColumnsToTables();
        populateValues();
    }

    // https://gainskeeper.ameritrade.com/amtdGP/GainLoss.aspx?gainlosstype=unrealized&c_name=invest_VENDOR
    run();
})(window.jQuery);