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feat: show dollar + % week change per stock in portfolio table

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junv
2026-04-25 10:45:30 +10:00
parent 3acaa328cb
commit 18c5a554d2
2 changed files with 7 additions and 4 deletions
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invest/services.py
+3
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@@ -96,9 +96,11 @@ def get_portfolio_value(portfolio: Portfolio) -> dict:
price_change = None
price_change_pct = None
value_change = None
if price and last_week_price and last_week_price > 0:
price_change = round(price - last_week_price, 4)
price_change_pct = round((price_change / last_week_price) * 100, 2)
value_change = round(price_change * float(stock.quantity), 2)
holdings.append({
'stock_code': stock.stock_code,
@@ -108,6 +110,7 @@ def get_portfolio_value(portfolio: Portfolio) -> dict:
'last_week_price': last_week_price,
'price_change': price_change,
'price_change_pct': price_change_pct,
'value_change': value_change,
})
total_value += value
invest/templates/invest/dashboard.html
+4 -4
View File
@@ -126,7 +126,7 @@
<th class="px-6 py-3 text-left">Ticker</th>
<th class="px-6 py-3 text-right">Qty</th>
<th class="px-6 py-3 text-right">Price</th>
<th class="px-6 py-3 text-right">Week</th>
<th class="px-6 py-3 text-right">Week Change</th>
<th class="px-6 py-3 text-right">Mkt Value</th>
</tr>
</thead>
@@ -143,9 +143,9 @@
{% if stock.current_price %}${{ stock.current_price|floatformat:2 }}{% else %}<span class="text-stone-300">—</span>{% endif %}
</td>
<td class="px-6 py-3 text-right">
{% if stock.price_change is not None %}
<span class="text-xs font-medium {% if stock.price_change >= 0 %}text-green-700{% else %}text-red-600{% endif %}">
{% if stock.price_change >= 0 %}+{% endif %}{{ stock.price_change_pct|floatformat:1 }}%
{% if stock.value_change is not None %}
<span class="text-xs font-medium {% if stock.value_change >= 0 %}text-green-700{% else %}text-red-600{% endif %}">
{% if stock.value_change >= 0 %}+{% endif %}${{ stock.value_change|floatformat:0 }} ({% if stock.price_change_pct >= 0 %}+{% endif %}{{ stock.price_change_pct|floatformat:1 }}%)
</span>
{% else %}
<span class="text-stone-300">—</span>