AI: Portfolio and Account snapshot pages

overview/admin.py

@@ -1,10 +1,22 @@
 from django.contrib import admin
 
-from .models import Account, AccountHolding, Asset, BrokerageConnection, IngestionRun
+from .models import (
+    Account,
+    AccountHolding,
+    AccountSnapshot,
+    Asset,
+    AssetPriceSnapshot,
+    BrokerageConnection,
+    HoldingSnapshot,
+    IngestionRun,
+)
 
 # Register your models here.
 admin.site.register(Account)
 admin.site.register(AccountHolding)
+admin.site.register(AccountSnapshot)
 admin.site.register(Asset)
+admin.site.register(AssetPriceSnapshot)
 admin.site.register(BrokerageConnection)
+admin.site.register(HoldingSnapshot)
 admin.site.register(IngestionRun)

overview/migrations/0006_accountsnapshot_assetpricesnapshot_holdingsnapshot.py

@@ -0,0 +1,58 @@
+# Generated by Django 6.0.5 on 2026-05-24 01:22
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('overview', '0005_remove_brokerageconnection_access_token_and_more'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='AccountSnapshot',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('balance', models.IntegerField()),
+                ('snapshot_at', models.DateTimeField()),
+                ('account', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.account')),
+                ('ingestion_run', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.ingestionrun')),
+            ],
+            options={
+                'constraints': [models.UniqueConstraint(fields=('ingestion_run', 'account'), name='unique_account_snapshot_per_run')],
+            },
+        ),
+        migrations.CreateModel(
+            name='AssetPriceSnapshot',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('price', models.FloatField()),
+                ('snapshot_at', models.DateTimeField()),
+                ('asset', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.asset')),
+                ('ingestion_run', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.ingestionrun')),
+            ],
+            options={
+                'constraints': [models.UniqueConstraint(fields=('ingestion_run', 'asset'), name='unique_asset_snapshot_per_run')],
+            },
+        ),
+        migrations.CreateModel(
+            name='HoldingSnapshot',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('amount', models.FloatField()),
+                ('cost_basis', models.FloatField()),
+                ('market_price', models.FloatField()),
+                ('value', models.FloatField()),
+                ('snapshot_at', models.DateTimeField()),
+                ('account', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.account')),
+                ('asset', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.asset')),
+                ('holding', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.accountholding')),
+                ('ingestion_run', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='overview.ingestionrun')),
+            ],
+            options={
+                'constraints': [models.UniqueConstraint(fields=('ingestion_run', 'holding'), name='unique_holding_snapshot_per_run')],
+            },
+        ),
+    ]

overview/models.py

@@ -124,3 +124,53 @@ class IngestionRun(models.Model):
 
     def __str__(self):
         return f"{self.connection} [{self.status}]"
+
+
+class AccountSnapshot(models.Model):
+    ingestion_run = models.ForeignKey(IngestionRun, on_delete=models.CASCADE)
+    account = models.ForeignKey(Account, on_delete=models.CASCADE)
+    balance = models.IntegerField()
+    snapshot_at = models.DateTimeField()
+
+    class Meta:
+        constraints = [
+            models.UniqueConstraint(
+                fields=["ingestion_run", "account"],
+                name="unique_account_snapshot_per_run",
+            ),
+        ]
+
+
+class AssetPriceSnapshot(models.Model):
+    ingestion_run = models.ForeignKey(IngestionRun, on_delete=models.CASCADE)
+    asset = models.ForeignKey(Asset, on_delete=models.CASCADE)
+    price = models.FloatField()
+    snapshot_at = models.DateTimeField()
+
+    class Meta:
+        constraints = [
+            models.UniqueConstraint(
+                fields=["ingestion_run", "asset"],
+                name="unique_asset_snapshot_per_run",
+            ),
+        ]
+
+
+class HoldingSnapshot(models.Model):
+    ingestion_run = models.ForeignKey(IngestionRun, on_delete=models.CASCADE)
+    holding = models.ForeignKey(AccountHolding, on_delete=models.CASCADE)
+    account = models.ForeignKey(Account, on_delete=models.CASCADE)
+    asset = models.ForeignKey(Asset, on_delete=models.CASCADE)
+    amount = models.FloatField()
+    cost_basis = models.FloatField()
+    market_price = models.FloatField()
+    value = models.FloatField()
+    snapshot_at = models.DateTimeField()
+
+    class Meta:
+        constraints = [
+            models.UniqueConstraint(
+                fields=["ingestion_run", "holding"],
+                name="unique_holding_snapshot_per_run",
+            ),
+        ]

overview/services.py

@@ -6,7 +6,16 @@ from django.utils import timezone
 from .brokerage_types import BrokerageSnapshot
 from .brokerages.base import BaseBrokerageAdapter
 from .brokerages.registry import get_brokerage_adapter
-from .models import Account, AccountHolding, Asset, BrokerageConnection, IngestionRun
+from .models import (
+    Account,
+    AccountHolding,
+    AccountSnapshot,
+    Asset,
+    AssetPriceSnapshot,
+    BrokerageConnection,
+    HoldingSnapshot,
+    IngestionRun,
+)
 
 
 @dataclass(frozen=True)
@@ -34,7 +43,7 @@ class BrokerageIngestionService:
 
         try:
             snapshot = self.adapter.fetch_snapshot()
-            result = self._persist_snapshot(snapshot)
+            result = self._persist_snapshot(snapshot, run)
         except Exception as exc:
             run.status = IngestionRun.STATUS_FAILED
             run.error_message = str(exc)
@@ -61,9 +70,14 @@ class BrokerageIngestionService:
         return run
 
     @transaction.atomic
-    def _persist_snapshot(self, snapshot: BrokerageSnapshot) -> IngestionResult:
+    def _persist_snapshot(
+        self,
+        snapshot: BrokerageSnapshot,
+        run: IngestionRun,
+    ) -> IngestionResult:
         accounts_by_external_id = {}
         assets_by_external_id = {}
+        snapshot_at = run.started_at or timezone.now()
 
         for payload in snapshot.accounts:
             account, _ = Account.objects.update_or_create(
@@ -76,6 +90,14 @@ class BrokerageIngestionService:
                 },
             )
             accounts_by_external_id[payload.external_id] = account
+            AccountSnapshot.objects.update_or_create(
+                ingestion_run=run,
+                account=account,
+                defaults={
+                    "balance": payload.balance,
+                    "snapshot_at": snapshot_at,
+                },
+            )
 
         for payload in snapshot.assets:
             asset, _ = Asset.objects.update_or_create(
@@ -87,11 +109,19 @@ class BrokerageIngestionService:
                 },
             )
             assets_by_external_id[payload.external_id] = asset
+            AssetPriceSnapshot.objects.update_or_create(
+                ingestion_run=run,
+                asset=asset,
+                defaults={
+                    "price": payload.price,
+                    "snapshot_at": snapshot_at,
+                },
+            )
 
         for payload in snapshot.holdings:
             account = accounts_by_external_id[payload.account_external_id]
             asset = assets_by_external_id[payload.asset_external_id]
-            AccountHolding.objects.update_or_create(
+            holding, _ = AccountHolding.objects.update_or_create(
                 provider=self.connection.provider,
                 external_id=payload.external_id,
                 defaults={
@@ -103,6 +133,19 @@ class BrokerageIngestionService:
                     "purchase_date": payload.purchase_date,
                 },
             )
+            HoldingSnapshot.objects.update_or_create(
+                ingestion_run=run,
+                holding=holding,
+                defaults={
+                    "account": account,
+                    "asset": asset,
+                    "amount": payload.amount,
+                    "cost_basis": payload.cost_basis,
+                    "market_price": asset.price,
+                    "value": payload.amount * asset.price,
+                    "snapshot_at": snapshot_at,
+                },
+            )
 
         return IngestionResult(
             accounts_processed=len(snapshot.accounts),

overview/templates/overviewbase.html

@@ -3,25 +3,117 @@
 {% block title %}Overview{% endblock %}
 
 {% block content %}
+<div class="section-panel">
+    <div class="d-flex flex-column flex-lg-row justify-content-between align-items-lg-end gap-3">
+        <div>
+            <h1 class="h2 mb-2">Portfolio Overview</h1>
+            <p class="text-secondary mb-0">Latest synced account balances and historical portfolio value.</p>
+        </div>
+        <div class="text-lg-end">
+            <div class="metric-label">Accounts</div>
+            <div class="metric-value">{{ accounts|length }}</div>
+        </div>
+    </div>
+</div>
 
-<h1>This is cool!!!</h1>
+<div class="row g-4 mb-4">
+    <div class="col-12 col-lg-8">
+        <section class="section-panel h-100">
+            <div class="d-flex justify-content-between align-items-start mb-3">
+                <div>
+                    <h2 class="h5 mb-1">Portfolio Value Over Time</h2>
+                    <p class="text-secondary mb-0">Running total based on the latest known balance for each account at every sync.</p>
+                </div>
+            </div>
+            <div class="d-flex justify-content-between align-items-end gap-3 flex-wrap mb-3">
+                {% if latest_portfolio_point %}
+                    <div class="text-end">
+                        <div class="metric-label">Latest Total</div>
+                        <div class="fw-semibold fs-5">${{ latest_portfolio_point.display_value }}</div>
+                    </div>
+                {% endif %}
+                <form method="get" class="range-form">
+                    <label for="portfolio-range" class="metric-label mb-0">Range</label>
+                    <select id="portfolio-range" name="range" class="form-select form-select-sm range-select" onchange="this.form.submit()">
+                        {% for value, label in date_range_options %}
+                            <option value="{{ value }}"{% if selected_range == value %} selected{% endif %}>{{ label }}</option>
+                        {% endfor %}
+                    </select>
+                </form>
+            </div>
 
+            {% if portfolio_timeline %}
+                <div class="chart-frame">
+                    <div class="chart-axis chart-axis-top">
+                        <span>${{ portfolio_chart.max_label }}</span>
+                        <span>Change shown on hover</span>
+                    </div>
+                    <svg class="chart-svg" viewBox="0 0 100 100" preserveAspectRatio="none" role="img" aria-label="Portfolio value over time">
+                        <line class="chart-baseline" x1="0" y1="100" x2="100" y2="100"></line>
+                        <path class="chart-line" d="{{ portfolio_chart.path }}"></path>
+                        {% for point in portfolio_chart.points %}
+                            <circle class="chart-point" cx="{{ point.x }}" cy="{{ point.y }}" r="2.2">
+                                <title>{{ point.label }} | ${{ point.display_value }} | {{ point.change_display }}</title>
+                            </circle>
+                        {% endfor %}
+                    </svg>
+                    <div class="chart-axis chart-axis-bottom">
+                        <span>{{ portfolio_chart.start_label }}</span>
+                        <span>${{ portfolio_chart.min_label }}</span>
+                        <span>{{ portfolio_chart.end_label }}</span>
+                    </div>
+                </div>
+            {% else %}
+                <p class="text-secondary mb-0">Run a brokerage sync to start building a portfolio history.</p>
+            {% endif %}
+        </section>
+    </div>
+    <div class="col-12 col-lg-4">
+        <section class="section-panel h-100">
+            <h2 class="h5 mb-3">Recent Sync Points</h2>
+            {% if portfolio_timeline %}
+                <div class="list-group list-group-flush timeline-list">
+                    {% for point in portfolio_timeline %}
+                        <div class="list-group-item">
+                            <div class="d-flex justify-content-between gap-3">
+                                <span class="text-secondary">{{ point.label }}</span>
+                                <strong>${{ point.display_value }}</strong>
+                            </div>
+                        </div>
+                    {% endfor %}
+                </div>
+            {% else %}
+                <p class="text-secondary mb-0">No historical snapshots yet.</p>
+            {% endif %}
+        </section>
+    </div>
+</div>
 
-<!-- Accounts list -->
+<section class="section-panel">
-<div class="list-group">
+    <div class="d-flex justify-content-between align-items-center mb-3">
+        <h2 class="h5 mb-0">Accounts</h2>
+        <span class="text-secondary small">Click an account to view holdings and its value history.</span>
+    </div>
+
+    <div class="list-group">
         {% for account in accounts %}
             <a href="portfolio/{{ account.id }}" class="list-group-item list-group-item-action">
-            <div class="row align-items-start">
+                <div class="row align-items-center">
-                <div class="col">
+                    <div class="col-12 col-md-8">
-                    <h2>{{ account.name }}</h2>
+                        <h3 class="h6 mb-1">{{ account.name }}</h3>
+                        <div class="text-secondary small">{{ account.provider|default:"manual" }}{% if account.number %} • {{ account.number }}{% endif %}</div>
                     </div>
-                <div class="col">
+                    <div class="col-12 col-md-4 text-md-end mt-2 mt-md-0">
-                    <p>${{ account.balance }}</p>
+                        <strong>${{ account.balance }}</strong>
                     </div>
                 </div>
             </a>
+        {% empty %}
+            <div class="list-group-item">
+                <p class="text-secondary mb-0">No accounts yet. Run a brokerage sync to populate this view.</p>
+            </div>
         {% endfor %}
-</div>
+    </div>
-
+</section>
 
 {% endblock %}

overview/templates/portfolio.html

@@ -3,46 +3,131 @@
 {% block title %}{{ account.name }}{% endblock %}
 
 {% block content %}
+<div class="section-panel">
+    <div class="d-flex flex-column flex-lg-row justify-content-between align-items-lg-end gap-3">
+        <div>
+            <h1 class="h2 mb-2">{{ account.name }}</h1>
+            <p class="text-secondary mb-0">{{ account.provider|default:"manual" }}{% if account.number %} • {{ account.number }}{% endif %}</p>
+        </div>
+        <div class="text-lg-end">
+            <div class="metric-label">Current Balance</div>
+            <div class="metric-value">${{ account.balance }}</div>
+        </div>
+    </div>
+</div>
 
-<h1>This is cool!!!</h1>
+<div class="row g-4 mb-4">
+    <div class="col-12 col-lg-8">
+        <section class="section-panel h-100">
+            <div class="d-flex justify-content-between align-items-start mb-3">
+                <div>
+                    <h2 class="h5 mb-1">Account Value Over Time</h2>
+                    <p class="text-secondary mb-0">Historical balance snapshots recorded each time this account is synced.</p>
+                </div>
+            </div>
+            <div class="d-flex justify-content-between align-items-end gap-3 flex-wrap mb-3">
+                {% if latest_account_point %}
+                    <div class="text-end">
+                        <div class="metric-label">Latest Snapshot</div>
+                        <div class="fw-semibold fs-5">${{ latest_account_point.display_value }}</div>
+                    </div>
+                {% endif %}
+                <form method="get" class="range-form">
+                    <label for="account-range" class="metric-label mb-0">Range</label>
+                    <select id="account-range" name="range" class="form-select form-select-sm range-select" onchange="this.form.submit()">
+                        {% for value, label in date_range_options %}
+                            <option value="{{ value }}"{% if selected_range == value %} selected{% endif %}>{{ label }}</option>
+                        {% endfor %}
+                    </select>
+                </form>
+            </div>
 
-<!-- Holdings list -->
+            {% if account_timeline %}
-<div class="list-group">
+                <div class="chart-frame">
+                    <div class="chart-axis chart-axis-top">
+                        <span>${{ account_chart.max_label }}</span>
+                        <span>Change shown on hover</span>
+                    </div>
+                    <svg class="chart-svg" viewBox="0 0 100 100" preserveAspectRatio="none" role="img" aria-label="Account value over time">
+                        <line class="chart-baseline" x1="0" y1="100" x2="100" y2="100"></line>
+                        <path class="chart-line" d="{{ account_chart.path }}"></path>
+                        {% for point in account_chart.points %}
+                            <circle class="chart-point" cx="{{ point.x }}" cy="{{ point.y }}" r="2.2">
+                                <title>{{ point.label }} | ${{ point.display_value }} | {{ point.change_display }}</title>
+                            </circle>
+                        {% endfor %}
+                    </svg>
+                    <div class="chart-axis chart-axis-bottom">
+                        <span>{{ account_chart.start_label }}</span>
+                        <span>${{ account_chart.min_label }}</span>
+                        <span>{{ account_chart.end_label }}</span>
+                    </div>
+                </div>
+            {% else %}
+                <p class="text-secondary mb-0">No account history yet. Run another sync to capture snapshots.</p>
+            {% endif %}
+        </section>
+    </div>
+    <div class="col-12 col-lg-4">
+        <section class="section-panel h-100">
+            <h2 class="h5 mb-3">Snapshot Timeline</h2>
+            {% if account_timeline %}
+                <div class="list-group list-group-flush timeline-list">
+                    {% for point in account_timeline %}
                         <div class="list-group-item">
-        <div class="row align-items-start">
+                            <div class="d-flex justify-content-between gap-3">
-            <div class="col">
+                                <span class="text-secondary">{{ point.label }}</span>
-                <h3>Ticker</h2>
+                                <strong>${{ point.display_value }}</strong>
                             </div>
-            <div class="col">
-                <h3>Value</h2>
                         </div>
-            <div class="col">
+                    {% endfor %}
-                <h3>Amount</h2>
                 </div>
-            <div class="col">
+            {% else %}
-                <h3>Cost Basis</h2>
+                <p class="text-secondary mb-0">No snapshot points available yet.</p>
+            {% endif %}
+        </section>
     </div>
+</div>
+
+<section class="section-panel">
+    <div class="d-flex justify-content-between align-items-center mb-3">
+        <h2 class="h5 mb-0">Current Holdings</h2>
+        <span class="text-secondary small">{{ holdings|length }} position{{ holdings|length|pluralize }}</span>
+    </div>
+
+    <div class="list-group">
+        <div class="list-group-item">
+            <div class="row align-items-center">
+                <div class="col-3"><strong>Ticker</strong></div>
+                <div class="col-3"><strong>Value</strong></div>
+                <div class="col-3"><strong>Amount</strong></div>
+                <div class="col-3"><strong>Cost Basis</strong></div>
             </div>
         </div>
         {% for holding in holdings %}
-        <a href="asset/{{ holding.asset.ticker }}" class="list-group-item list-group-item-action">
+            <div class="list-group-item">
-            <div class="row align-items-start">
+                <div class="row align-items-center">
-                <div class="col">
+                    <div class="col-3">
-                    <h2>{{ holding.asset.ticker }}</h2>
+                        <strong>{{ holding.asset.ticker }}</strong>
                     </div>
-                <div class="col">
+                    <div class="col-3">
-                    <p>${{ holding.holding_value }} ( ${{ holding.holding_gain }} )</p>
+                        ${{ holding.holding_value|floatformat:2 }}
+                        <div class="small text-secondary">${{ holding.holding_gain|floatformat:2 }}</div>
                     </div>
-                <div class="col">
+                    <div class="col-3">
-                    <p>{{ holding.ammount }}</p>
+                        {{ holding.ammount|floatformat:4 }}
                     </div>
-                <div class="col">
+                    <div class="col-3">
-                    <p>${{ holding.cost_basis }}</p>
+                        ${{ holding.cost_basis|floatformat:2 }}
                     </div>
                 </div>
-        </a>
+            </div>
+        {% empty %}
+            <div class="list-group-item">
+                <p class="text-secondary mb-0">No holdings available for this account.</p>
+            </div>
         {% endfor %}
-</div>
+    </div>
-
+</section>
 
 {% endblock %}

overview/tests.py

@@ -1,9 +1,10 @@
-from datetime import datetime, timezone
+from datetime import datetime, timedelta, timezone
 from io import StringIO
 
 from django.core.management import call_command
 from django.core.management.base import CommandError
 from django.test import TestCase
+from django.utils import timezone as django_timezone
 
 from .brokerage_types import (
     BrokerageAccountPayload,
@@ -14,7 +15,16 @@ from .brokerage_types import (
 from .brokerages.base import BaseBrokerageAdapter, BrokerageAdapterError
 from .brokerages.random import RandomBrokerageAdapter
 from .brokerages.registry import register_brokerage_adapter
-from .models import Account, AccountHolding, Asset, BrokerageConnection, IngestionRun
+from .models import (
+    Account,
+    AccountHolding,
+    AccountSnapshot,
+    Asset,
+    AssetPriceSnapshot,
+    BrokerageConnection,
+    HoldingSnapshot,
+    IngestionRun,
+)
 from .services import BrokerageIngestionService
 
 
@@ -136,14 +146,21 @@ class BrokerageIngestionServiceTests(TestCase):
         self.assertEqual(Account.objects.count(), 1)
         self.assertEqual(Asset.objects.count(), 1)
         self.assertEqual(AccountHolding.objects.count(), 1)
+        self.assertEqual(AccountSnapshot.objects.count(), 2)
+        self.assertEqual(AssetPriceSnapshot.objects.count(), 2)
+        self.assertEqual(HoldingSnapshot.objects.count(), 2)
 
         account = Account.objects.get()
         asset = Asset.objects.get()
         holding = AccountHolding.objects.get()
+        latest_holding_snapshot = HoldingSnapshot.objects.filter(
+            ingestion_run=second_run
+        ).get()
 
         self.assertEqual(account.balance, 12500)
         self.assertEqual(asset.price, 205.55)
         self.assertEqual(holding.ammount, 12)
+        self.assertEqual(latest_holding_snapshot.value, 12 * 205.55)
         self.assertEqual(second_run.accounts_processed, 1)
         self.assertEqual(second_run.assets_processed, 1)
         self.assertEqual(second_run.holdings_processed, 1)
@@ -285,6 +302,18 @@ class BrokerageIngestionServiceTests(TestCase):
             ).count(),
             6,
         )
+        self.assertEqual(
+            AccountSnapshot.objects.filter(ingestion_run=run).count(),
+            3,
+        )
+        self.assertEqual(
+            AssetPriceSnapshot.objects.filter(ingestion_run=run).count(),
+            6,
+        )
+        self.assertEqual(
+            HoldingSnapshot.objects.filter(ingestion_run=run).count(),
+            6,
+        )
 
     def test_sync_command_accepts_provider_identifier(self):
         random_connection = BrokerageConnection.objects.create(
@@ -331,3 +360,257 @@ class BrokerageIngestionServiceTests(TestCase):
             )
 
         self.assertIn("matches multiple active connections", str(exc.exception))
+
+    def test_overview_page_renders_portfolio_history(self):
+        BrokerageIngestionService(
+            self.connection,
+            adapter=FakeBrokerageAdapter(
+                self.connection,
+                snapshot=BrokerageSnapshot(
+                    accounts=[
+                        BrokerageAccountPayload(
+                            external_id="acct-1",
+                            name="Brokerage Account",
+                            number="1234",
+                            balance=10000,
+                        )
+                    ],
+                    assets=[
+                        BrokerageAssetPayload(
+                            external_id="asset-1",
+                            ticker="AAPL",
+                            price=200.00,
+                        )
+                    ],
+                    holdings=[
+                        BrokerageHoldingPayload(
+                            external_id="holding-1",
+                            account_external_id="acct-1",
+                            asset_external_id="asset-1",
+                            ticker="AAPL",
+                            amount=10,
+                            cost_basis=150.00,
+                            purchase_date=datetime(2025, 1, 15, tzinfo=timezone.utc),
+                        )
+                    ],
+                ),
+            ),
+        ).ingest()
+
+        response = self.client.get("/")
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "Portfolio Value Over Time")
+        self.assertContains(response, "Recent Sync Points")
+
+    def test_account_page_renders_account_history(self):
+        run = BrokerageIngestionService(
+            self.connection,
+            adapter=FakeBrokerageAdapter(
+                self.connection,
+                snapshot=BrokerageSnapshot(
+                    accounts=[
+                        BrokerageAccountPayload(
+                            external_id="acct-1",
+                            name="Brokerage Account",
+                            number="1234",
+                            balance=10000,
+                        )
+                    ],
+                    assets=[
+                        BrokerageAssetPayload(
+                            external_id="asset-1",
+                            ticker="AAPL",
+                            price=200.00,
+                        )
+                    ],
+                    holdings=[
+                        BrokerageHoldingPayload(
+                            external_id="holding-1",
+                            account_external_id="acct-1",
+                            asset_external_id="asset-1",
+                            ticker="AAPL",
+                            amount=10,
+                            cost_basis=150.00,
+                            purchase_date=datetime(2025, 1, 15, tzinfo=timezone.utc),
+                        )
+                    ],
+                ),
+            ),
+        ).ingest()
+        account = AccountSnapshot.objects.get(ingestion_run=run).account
+
+        response = self.client.get(f"/portfolio/{account.id}")
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "Account Value Over Time")
+        self.assertContains(response, "Current Holdings")
+
+    def test_overview_range_selector_filters_to_recent_history(self):
+        first_run = BrokerageIngestionService(
+            self.connection,
+            adapter=FakeBrokerageAdapter(
+                self.connection,
+                snapshot=BrokerageSnapshot(
+                    accounts=[
+                        BrokerageAccountPayload(
+                            external_id="acct-1",
+                            name="Brokerage Account",
+                            number="1234",
+                            balance=8000,
+                        )
+                    ],
+                    assets=[
+                        BrokerageAssetPayload(
+                            external_id="asset-1",
+                            ticker="AAPL",
+                            price=180.00,
+                        )
+                    ],
+                    holdings=[
+                        BrokerageHoldingPayload(
+                            external_id="holding-1",
+                            account_external_id="acct-1",
+                            asset_external_id="asset-1",
+                            ticker="AAPL",
+                            amount=10,
+                            cost_basis=150.00,
+                            purchase_date=datetime(2025, 1, 15, tzinfo=timezone.utc),
+                        )
+                    ],
+                ),
+            ),
+        ).ingest()
+        second_run = BrokerageIngestionService(
+            self.connection,
+            adapter=FakeBrokerageAdapter(
+                self.connection,
+                snapshot=BrokerageSnapshot(
+                    accounts=[
+                        BrokerageAccountPayload(
+                            external_id="acct-1",
+                            name="Brokerage Account",
+                            number="1234",
+                            balance=12000,
+                        )
+                    ],
+                    assets=[
+                        BrokerageAssetPayload(
+                            external_id="asset-1",
+                            ticker="AAPL",
+                            price=210.00,
+                        )
+                    ],
+                    holdings=[
+                        BrokerageHoldingPayload(
+                            external_id="holding-1",
+                            account_external_id="acct-1",
+                            asset_external_id="asset-1",
+                            ticker="AAPL",
+                            amount=10,
+                            cost_basis=150.00,
+                            purchase_date=datetime(2025, 1, 15, tzinfo=timezone.utc),
+                        )
+                    ],
+                ),
+            ),
+        ).ingest()
+
+        old_timestamp = django_timezone.now() - timedelta(days=40)
+        recent_timestamp = django_timezone.now() - timedelta(days=2)
+        IngestionRun.objects.filter(pk=first_run.pk).update(started_at=old_timestamp)
+        IngestionRun.objects.filter(pk=second_run.pk).update(started_at=recent_timestamp)
+        AccountSnapshot.objects.filter(ingestion_run=first_run).update(snapshot_at=old_timestamp)
+        AccountSnapshot.objects.filter(ingestion_run=second_run).update(snapshot_at=recent_timestamp)
+
+        response = self.client.get("/", {"range": "7d"})
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "value=\"7d\" selected")
+        self.assertNotContains(response, old_timestamp.strftime("%Y-%m-%d %H:%M"))
+        self.assertContains(response, recent_timestamp.strftime("%Y-%m-%d %H:%M"))
+
+    def test_account_range_selector_filters_account_history(self):
+        first_run = BrokerageIngestionService(
+            self.connection,
+            adapter=FakeBrokerageAdapter(
+                self.connection,
+                snapshot=BrokerageSnapshot(
+                    accounts=[
+                        BrokerageAccountPayload(
+                            external_id="acct-1",
+                            name="Brokerage Account",
+                            number="1234",
+                            balance=9000,
+                        )
+                    ],
+                    assets=[
+                        BrokerageAssetPayload(
+                            external_id="asset-1",
+                            ticker="AAPL",
+                            price=180.00,
+                        )
+                    ],
+                    holdings=[
+                        BrokerageHoldingPayload(
+                            external_id="holding-1",
+                            account_external_id="acct-1",
+                            asset_external_id="asset-1",
+                            ticker="AAPL",
+                            amount=10,
+                            cost_basis=150.00,
+                            purchase_date=datetime(2025, 1, 15, tzinfo=timezone.utc),
+                        )
+                    ],
+                ),
+            ),
+        ).ingest()
+        second_run = BrokerageIngestionService(
+            self.connection,
+            adapter=FakeBrokerageAdapter(
+                self.connection,
+                snapshot=BrokerageSnapshot(
+                    accounts=[
+                        BrokerageAccountPayload(
+                            external_id="acct-1",
+                            name="Brokerage Account",
+                            number="1234",
+                            balance=11000,
+                        )
+                    ],
+                    assets=[
+                        BrokerageAssetPayload(
+                            external_id="asset-1",
+                            ticker="AAPL",
+                            price=205.00,
+                        )
+                    ],
+                    holdings=[
+                        BrokerageHoldingPayload(
+                            external_id="holding-1",
+                            account_external_id="acct-1",
+                            asset_external_id="asset-1",
+                            ticker="AAPL",
+                            amount=10,
+                            cost_basis=150.00,
+                            purchase_date=datetime(2025, 1, 15, tzinfo=timezone.utc),
+                        )
+                    ],
+                ),
+            ),
+        ).ingest()
+        account = Account.objects.get()
+
+        old_timestamp = django_timezone.now() - timedelta(days=500)
+        recent_timestamp = django_timezone.now() - timedelta(days=5)
+        IngestionRun.objects.filter(pk=first_run.pk).update(started_at=old_timestamp)
+        IngestionRun.objects.filter(pk=second_run.pk).update(started_at=recent_timestamp)
+        AccountSnapshot.objects.filter(ingestion_run=first_run).update(snapshot_at=old_timestamp)
+        AccountSnapshot.objects.filter(ingestion_run=second_run).update(snapshot_at=recent_timestamp)
+
+        response = self.client.get(f"/portfolio/{account.id}", {"range": "30d"})
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, "value=\"30d\" selected")
+        self.assertNotContains(response, old_timestamp.strftime("%Y-%m-%d %H:%M"))
+        self.assertContains(response, recent_timestamp.strftime("%Y-%m-%d %H:%M"))

overview/views.py

@@ -1,18 +1,209 @@
-from django.http import HttpResponse
+from datetime import timedelta
-from django.shortcuts import render
+from decimal import Decimal
-from .models import Account, AccountHolding
+
+from django.http import HttpRequest
+from django.shortcuts import get_object_or_404, render
+from django.utils import timezone
+
+from .models import Account, AccountHolding, AccountSnapshot, IngestionRun
+
+
+def _format_currency(value):
+    return f"{value:,.2f}"
+
+
+DATE_RANGE_OPTIONS = [
+    ("7d", "7D"),
+    ("30d", "30D"),
+    ("90d", "90D"),
+    ("1y", "1Y"),
+    ("all", "All"),
+]
+
+
+def _get_selected_range(request: HttpRequest):
+    allowed_values = {value for value, _ in DATE_RANGE_OPTIONS}
+    selected_range = request.GET.get("range", "all")
+    if selected_range not in allowed_values:
+        return "all"
+    return selected_range
+
+
+def _get_range_cutoff(selected_range: str):
+    now = timezone.now()
+    if selected_range == "7d":
+        return now - timedelta(days=7)
+    if selected_range == "30d":
+        return now - timedelta(days=30)
+    if selected_range == "90d":
+        return now - timedelta(days=90)
+    if selected_range == "1y":
+        return now - timedelta(days=365)
+    return None
+
+
+def _filter_timeline_by_range(timeline, selected_range: str):
+    cutoff = _get_range_cutoff(selected_range)
+    if cutoff is None:
+        return timeline
+
+    filtered = [point for point in timeline if point["timestamp"] >= cutoff]
+    if filtered:
+        return filtered
+    return timeline[-1:] if timeline else []
+
+
+def _build_chart_model(timeline, width=100, height=100):
+    if not timeline:
+        return {
+            "path": "",
+            "points": [],
+            "min_label": _format_currency(0),
+            "max_label": _format_currency(0),
+            "start_label": "",
+            "end_label": "",
+        }
+
+    values = [point["value"] for point in timeline]
+    min_value = min(values)
+    max_value = max(values)
+    span = max_value - min_value
+    if span == 0:
+        span = 1
+
+    chart_points = []
+    coordinates = []
+    point_count = len(timeline)
+    for index, point in enumerate(timeline):
+        if point_count == 1:
+            x = width / 2
+            y = height / 2
+        else:
+            x = (index / (point_count - 1)) * width
+            normalized = (point["value"] - min_value) / span
+            y = height - (normalized * height)
+
+        change = None
+        change_display = "N/A"
+        if index > 0:
+            change = point["value"] - timeline[index - 1]["value"]
+            sign = "+" if change >= 0 else "-"
+            change_display = f"{sign}${_format_currency(abs(change))}"
+
+        chart_points.append(
+            {
+                "x": f"{x:.2f}",
+                "y": f"{y:.2f}",
+                "label": point["label"],
+                "display_value": point["display_value"],
+                "change_display": change_display,
+            }
+        )
+        normalized = (point["value"] - min_value) / span
+        coordinates.append(f"{x:.2f},{y:.2f}")
+
+    if len(coordinates) == 1:
+        path = f"M 0 {height / 2:.2f} L {width:.2f} {height / 2:.2f}"
+    else:
+        path = "M " + " L ".join(coordinates)
+
+    return {
+        "path": path,
+        "points": chart_points,
+        "min_label": _format_currency(min_value),
+        "max_label": _format_currency(max_value),
+        "start_label": timeline[0]["short_label"],
+        "end_label": timeline[-1]["short_label"],
+    }
+
+
+def _build_portfolio_timeline():
+    latest_balances = {}
+    timeline = []
+    runs = IngestionRun.objects.order_by("started_at", "created_at").prefetch_related(
+        "accountsnapshot_set__account"
+    )
+
+    for run in runs:
+        snapshots = list(run.accountsnapshot_set.all())
+        if not snapshots:
+            continue
+
+        for snapshot in snapshots:
+            latest_balances[snapshot.account_id] = Decimal(snapshot.balance)
+
+        total_value = sum(latest_balances.values(), Decimal("0"))
+        timestamp = run.started_at or run.created_at
+        timeline.append(
+            {
+                "timestamp": timestamp,
+                "label": timestamp.strftime("%Y-%m-%d %H:%M"),
+                "short_label": timestamp.strftime("%b %d"),
+                "value": float(total_value),
+                "display_value": _format_currency(total_value),
+            }
+        )
+
+    return timeline
+
+
+def _build_account_timeline(account):
+    snapshots = AccountSnapshot.objects.filter(account=account).order_by("snapshot_at")
+    timeline = []
+
+    for snapshot in snapshots:
+        timeline.append(
+            {
+                "timestamp": snapshot.snapshot_at,
+                "label": snapshot.snapshot_at.strftime("%Y-%m-%d %H:%M"),
+                "short_label": snapshot.snapshot_at.strftime("%b %d"),
+                "value": float(snapshot.balance),
+                "display_value": _format_currency(snapshot.balance),
+            }
+        )
+
+    return timeline
 
-# Create your views here.
 
 def index(request):
+    accounts = Account.objects.all().order_by("name")
+    selected_range = _get_selected_range(request)
+    portfolio_timeline = _filter_timeline_by_range(
+        _build_portfolio_timeline(),
+        selected_range,
+    )
+    latest_portfolio_point = portfolio_timeline[-1] if portfolio_timeline else None
+    chart_model = _build_chart_model(portfolio_timeline)
 
-    accounts = Account.objects.all()
+    context = {
+        "accounts": accounts,
+        "date_range_options": DATE_RANGE_OPTIONS,
+        "selected_range": selected_range,
+        "portfolio_timeline": portfolio_timeline,
+        "latest_portfolio_point": latest_portfolio_point,
+        "portfolio_chart": chart_model,
+    }
+    return render(request, "overviewbase.html", context)
 
-    return render(request, "overviewbase.html", {"accounts": accounts})
 
 def portfolio(request, account_id):
+    account = get_object_or_404(Account, pk=account_id)
+    holdings = AccountHolding.objects.filter(account=account).select_related("asset")
+    selected_range = _get_selected_range(request)
+    account_timeline = _filter_timeline_by_range(
+        _build_account_timeline(account),
+        selected_range,
+    )
+    latest_account_point = account_timeline[-1] if account_timeline else None
+    chart_model = _build_chart_model(account_timeline)
 
-    account = Account.objects.get(pk=account_id)
+    context = {
-    holdings = AccountHolding.objects.filter(account = account)
+        "account": account,
-
+        "date_range_options": DATE_RANGE_OPTIONS,
-    return render(request, "portfolio.html", {"account": account, "holdings": holdings})
+        "selected_range": selected_range,
+        "holdings": holdings,
+        "account_timeline": account_timeline,
+        "latest_account_point": latest_account_point,
+        "account_chart": chart_model,
+    }
+    return render(request, "portfolio.html", context)

templates/base.html

@@ -4,6 +4,114 @@
         <meta name="viewport" content="width=device-width, intitial-scale=1">
         <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.8/dist/css/bootstrap.min.css" rel="stylesheet" integrity="sha384-sRIl4kxILFvY47J16cr9ZwB07vP4J8+LH7qKQnuqkuIAvNWLzeN8tE5YBujZqJLB" crossorigin="anonymous">
         <title>{% block title %}{% endblock %} - Stonks</title>
+        <style>
+            body {
+                background: #f5f7fb;
+            }
+
+            .page-shell {
+                padding-top: 5.5rem;
+                padding-bottom: 3rem;
+            }
+
+            .section-panel {
+                background: #ffffff;
+                border: 1px solid #d8e0ea;
+                border-radius: 8px;
+                padding: 1.5rem;
+                margin-bottom: 1.5rem;
+            }
+
+            .metric-value {
+                font-size: 2rem;
+                font-weight: 700;
+                color: #102a43;
+            }
+
+            .metric-label {
+                color: #52606d;
+                font-size: 0.95rem;
+                margin-bottom: 0.5rem;
+            }
+
+            .chart-frame {
+                width: 100%;
+                height: 280px;
+                border-radius: 8px;
+                background: linear-gradient(180deg, #f8fbff 0%, #eef4ff 100%);
+                border: 1px solid #d8e0ea;
+                padding: 1rem 1rem 0.75rem;
+            }
+
+            .chart-svg {
+                width: 100%;
+                height: 220px;
+                display: block;
+            }
+
+            .chart-line {
+                fill: none;
+                stroke: #2f6fed;
+                stroke-width: 3;
+                stroke-linecap: round;
+                stroke-linejoin: round;
+            }
+
+            .chart-baseline {
+                stroke: #cbd2d9;
+                stroke-width: 1;
+            }
+
+            .chart-point {
+                fill: #2f6fed;
+                stroke: #ffffff;
+                stroke-width: 1.5;
+            }
+
+            .chart-axis {
+                color: #52606d;
+                font-size: 0.85rem;
+            }
+
+            .chart-axis-top,
+            .chart-axis-bottom {
+                display: flex;
+                justify-content: space-between;
+                gap: 1rem;
+            }
+
+            .chart-axis-top {
+                margin-bottom: 0.35rem;
+            }
+
+            .chart-axis-bottom {
+                margin-top: 0.5rem;
+            }
+
+            .range-form {
+                display: flex;
+                align-items: center;
+                gap: 0.75rem;
+                flex-wrap: wrap;
+            }
+
+            .range-select {
+                width: auto;
+                min-width: 90px;
+            }
+
+            .timeline-list {
+                max-height: 280px;
+                overflow-y: auto;
+            }
+
+            .timeline-list .list-group-item {
+                padding-left: 0;
+                padding-right: 0;
+                border-left: 0;
+                border-right: 0;
+            }
+        </style>
     </head>
 
     <body>
@@ -29,7 +137,7 @@
             </nav>
         </div>
 
-        <div class="container">
+        <div class="container page-shell">
             {% block content %}
             {% endblock %}
         </div>