{% extends "base.html" %} {% block title %}{{ account.name }}{% endblock %} {% block content %}

{{ account.name }}

{{ account.provider|default:"manual" }}{% if account.number %} • {{ account.number }}{% endif %}

Current Balance
${{ account.balance }}

Account Value Over Time

Historical balance snapshots recorded each time this account is synced.

{% if latest_account_point %}
Latest Snapshot
${{ latest_account_point.display_value }}
{% endif %}
{% if account_timeline %}
${{ account_chart.max_label }} Change shown on hover
{% for point in account_chart.points %} {{ point.label }} | ${{ point.display_value }} | {{ point.change_display }} {% endfor %}
{{ account_chart.start_label }} ${{ account_chart.min_label }} {{ account_chart.end_label }}
{% else %}

No account history yet. Run another sync to capture snapshots.

{% endif %}

Snapshot Timeline

{% if account_timeline %}
{% for point in account_timeline %}
{{ point.label }} ${{ point.display_value }}
{% endfor %}
{% else %}

No snapshot points available yet.

{% endif %}

Account Activity

{{ holdings|length }} holding{{ holdings|length|pluralize }} • {{ transactions|length }} transaction{{ transactions|length|pluralize }}
Ticker
Value
Amount
Cost Basis
{% for holding in holdings %}
{{ holding.asset.ticker }}
${{ holding.holding_value|floatformat:2 }}
${{ holding.holding_gain|floatformat:2 }}
{{ holding.ammount|floatformat:4 }}
${{ holding.cost_basis|floatformat:2 }}
{% empty %}

No holdings available for this account.

{% endfor %}
Date
Type
Name
Asset
Value
{% for transaction in transactions %}
{{ transaction.date|date:"Y-m-d" }}
{{ transaction.transaction_type|title }}
{{ transaction.name }}
{% if transaction.asset %} {{ transaction.asset.ticker }} {% else %} Cash {% endif %}
${{ transaction.value|floatformat:2 }}
{% empty %}

No transactions available for this account.

{% endfor %}
{% if income_chart.bars %}
${{ income_chart.max_label }} Monthly income from dividends and other income transactions
{% for bar in income_chart.bars %} {{ bar.label }} | ${{ bar.display_value }} {% endfor %}
{% for bar in income_chart.bars %} {{ bar.short_label }} {% endfor %}
{% for month in income_chart.months %}
{{ month.label }} ${{ month.display_value }}
{% endfor %}
{% else %}

No dividend or asset income transactions are available for this account in the selected range.

{% endif %}
{{ realized_gain_summary.label }}
${{ realized_gain_summary.total_display }}
{{ realized_gain_summary.sales_count }} sale{{ realized_gain_summary.sales_count|pluralize }} in {{ realized_gain_summary.selected_year }}
Date
Name
Asset
Qty
Proceeds
Gain/Loss
{% for sale in realized_gain_summary.sales %}
{{ sale.date|date:"Y-m-d" }}
{{ sale.name }}
{% if sale.asset %} {{ sale.asset.ticker }} {% else %} Cash {% endif %}
{% if sale.quantity %} {{ sale.quantity|floatformat:4 }} {% else %} N/A {% endif %}
${{ sale.proceeds_display }}
{% if sale.realized_gain_display %} ${{ sale.realized_gain_display }} {% else %} N/A {% endif %}
{% empty %}

No realized sale transactions are available for this account.

{% endfor %}
{% endblock %}