{% extends "base.html" %} {% load static i18n %} {% block extra_head %} {% endblock %} {% block title %}Dashboard{% endblock %} {% block content %}
{{ fy_label }} SNAPSHOT
Total Value
{% if overview.this_week_total is not None %}${{ overview.this_week_total|floatformat:0 }}
{% else %}—
{% endif %}Across {{ overview.portfolio_count }} portfolio{{ overview.portfolio_count|pluralize }}
This Week
{% if overview.week_gain is not None %}{% if overview.week_gain >= 0 %}+{% endif %}${{ overview.week_gain|floatformat:0 }}
{% if overview.week_gain >= 0 %}+{% endif %}{{ overview.week_change_pct|floatformat:2 }}% vs last week
{% else %}—
No prior snapshot
{% endif %}Week Change
{% if overview.week_change_pct is not None %}{% if overview.week_change_pct >= 0 %}+{% endif %}{{ overview.week_change_pct|floatformat:2 }}%
{% if overview.last_week_date %}Last: {{ overview.last_week_date|date:"M j" }}
{% endif %} {% else %}—
Need 2+ snapshots
{% endif %}Last Snapshot
{% if overview.this_week_date %}{{ overview.this_week_date|date:"M j" }}
{{ overview.this_week_date|date:"l, Y" }}
{% else %}—
No snapshots yet
{% endif %}{{ fy_label }} Performance vs Benchmarks
Snapshots captured every Saturday 08:00 · Values in portfolio's quote currency
{% if all_holdings %}{{ group.portfolio.name }}
{{ group.position_count }} position{{ group.position_count|pluralize }} {% if overview.this_week_date %}· Last updated {{ overview.this_week_date|date:"j M Y" }}{% endif %}
{% if group.this_week_value is not None %}${{ group.this_week_value|floatformat:0 }}{% else %}—{% endif %}
{% if group.change is not None %}{% if group.change >= 0 %}+{% endif %}${{ group.change|floatformat:0 }} ({% if group.change_pct >= 0 %}+{% endif %}{{ group.change_pct|floatformat:1 }}%)
{% else %}No prior snapshot
{% endif %}| Ticker | Qty | Price | Mkt Value |
|---|---|---|---|
| {{ stock.stock_code }} | {{ stock.quantity|floatformat:0 }} | {% if stock.current_price %}${{ stock.current_price|floatformat:2 }}{% else %}—{% endif %} | {% if stock.current_value %}${{ stock.current_value|floatformat:0 }}{% else %}—{% endif %} |