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

Portfolio Overview

Latest synced account balances and historical portfolio value.

Accounts
{{ accounts|length }}

Portfolio Value Over Time

Running total based on the latest known balance for each account at every sync.

{% if latest_portfolio_point %}
Latest Total
${{ latest_portfolio_point.display_value }}
{% endif %}
{% if portfolio_timeline %}
${{ portfolio_chart.max_label }} Change shown on hover
{% for point in portfolio_chart.points %} {{ point.label }} | ${{ point.display_value }} | {{ point.change_display }} {% endfor %}
{{ portfolio_chart.start_label }} ${{ portfolio_chart.min_label }} {{ portfolio_chart.end_label }}
{% else %}

Run a brokerage sync to start building a portfolio history.

{% endif %}

Recent Sync Points

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

No historical snapshots yet.

{% endif %}

Accounts

Click an account to view holdings and its value history.
{% for account in accounts %}

{{ account.name }}

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

No accounts yet. Run a brokerage sync to populate this view.

{% endfor %}
{% endblock %}