{% 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 %}

Current Holdings

{{ holdings|length }} position{{ holdings|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 %}
{% endblock %}