ha-saxo-portfolio/trend_helper_example.yaml at main · steynovich/ha-saxo-portfolio · GitHub

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# Home Assistant Trend Helper Configuration for Saxo Portfolio Total Value
# Add this to your Home Assistant configuration.yaml file
#
# Note: Replace {client_id} with your actual Saxo Client ID
# The Client ID can be found by looking at your existing sensor entity_id
# For example, if your sensor is "sensor.saxo_123456_total_value", then your client_id is "123456"

# Trend Helper for Saxo Portfolio Total Value
trend:
  sensors:
    saxo_{client_id}_total_value_trend:
      unique_id: "saxo_{client_id}_total_value_trend"
      friendly_name: "Saxo {client_id} Portfolio Total Value Trend"
      entity_id: sensor.saxo_{client_id}_total_value
      sample_duration: 3600  # 1 hour
      max_samples: 24        # Keep 24 hours of samples
      min_gradient: 0.01     # Minimum change to consider trending (adjust as needed)
      device_class: "monetary"

    saxo_{client_id}_total_value_daily_trend:
      unique_id: "saxo_{client_id}_total_value_daily_trend"
      friendly_name: "Saxo {client_id} Portfolio Total Value Daily Trend"
      entity_id: sensor.saxo_{client_id}_total_value
      sample_duration: 86400  # 24 hours (1 day)
      max_samples: 30         # Keep 30 days of samples
      min_gradient: 1.0       # Minimum daily change to consider trending
      device_class: "monetary"

# Optional: Template sensors for better trend visualization
template:
  - sensor:
    - name: "Saxo {client_id} Portfolio Value Change"
      unique_id: "saxo_{client_id}_portfolio_value_change"
      state: >
        {% set current = states('sensor.saxo_{client_id}_total_value') | float(0) %}
        {% set previous = state_attr('binary_sensor.saxo_{client_id}_total_value_trend', 'sample_start') | float(0) %}
        {{ (current - previous) | round(2) }}
      unit_of_measurement: "EUR"  # Adjust currency as needed
      device_class: "monetary"
      icon: >
        {% set trend = states('binary_sensor.saxo_{client_id}_total_value_trend') %}
        {% if trend == 'on' %}
          mdi:trending-up
        {% elif trend == 'off' %}
          mdi:trending-down
        {% else %}
          mdi:trending-neutral
        {% endif %}

    - name: "Saxo {client_id} Portfolio Value Change Percentage"
      unique_id: "saxo_{client_id}_portfolio_value_change_percentage"
      state: >
        {% set current = states('sensor.saxo_{client_id}_total_value') | float(0) %}
        {% set previous = state_attr('binary_sensor.saxo_{client_id}_total_value_trend', 'sample_start') | float(0) %}
        {% if previous > 0 %}
          {{ (((current - previous) / previous) * 100) | round(2) }}
        {% else %}
          0
        {% endif %}
      unit_of_measurement: "%"
      icon: >
        {% set trend = states('binary_sensor.saxo_{client_id}_total_value_trend') %}
        {% if trend == 'on' %}
          mdi:trending-up
        {% elif trend == 'off' %}
          mdi:trending-down
        {% else %}
          mdi:trending-neutral
        {% endif %}

# Example automation using the trend helper
automation:
  - id: "saxo_{client_id}_portfolio_trend_notification"
    alias: "Saxo {client_id} Portfolio Trend Alert"
    trigger:
      - platform: state
        entity_id: binary_sensor.saxo_{client_id}_total_value_trend
        to: "on"
        for: "00:30:00"  # Trending up for 30 minutes
      - platform: state
        entity_id: binary_sensor.saxo_{client_id}_total_value_trend
        to: "off"
        for: "00:30:00"  # Trending down for 30 minutes
    action:
      - service: notify.mobile_app_your_device  # Replace with your notification service
        data:
          title: "Saxo {client_id} Portfolio Trend Alert"
          message: >
            {% if trigger.to_state.state == 'on' %}
              📈 Your Saxo portfolio is trending UP!
            {% else %}
              📉 Your Saxo portfolio is trending DOWN!
            {% endif %}
            Current value: {{ states('sensor.saxo_{client_id}_total_value') }}
            Change: {{ states('sensor.saxo_{client_id}_portfolio_value_change') }}
            ({{ states('sensor.saxo_{client_id}_portfolio_value_change_percentage') }}%)

# Example Lovelace card configuration
# Add this to your dashboard YAML:
#
# type: entities
# title: Saxo Portfolio Trend
# entities:
#   - entity: sensor.saxo_{client_id}_total_value
#     name: Total Value
#   - entity: binary_sensor.saxo_portfolio_total_value_trend
#     name: Hourly Trend
#   - entity: binary_sensor.saxo_portfolio_total_value_daily_trend
#     name: Daily Trend
#   - entity: sensor.saxo_portfolio_value_change
#     name: Value Change
#   - entity: sensor.saxo_portfolio_value_change_percentage
#     name: Change %