{% 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 %}
{% if chart_data_json != 'null' %}

{{ fy_label }} Performance vs Benchmarks

{% endif %}

Snapshots captured every Saturday 08:00 · Values in portfolio's quote currency

{% if all_holdings %}
{% for group in 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 %}
{% for stock in group.holdings %} {% endfor %}
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 %}
{% endfor %}
{% endif %} {% endblock %} {% block extra_js %} {% if chart_data_json != 'null' %} {% endif %} {% endblock %}