Stonks/overview/templates/portfolio.html

{% extends "base.html" %}

{% 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>

<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>

            {% if account_timeline %}
                <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="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 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 %}
            <div class="list-group-item">
                <div class="row align-items-center">
                    <div class="col-3">
                        <strong>{{ holding.asset.ticker }}</strong>
                    </div>
                    <div class="col-3">
                        ${{ holding.holding_value|floatformat:2 }}
                        <div class="small text-secondary">${{ holding.holding_gain|floatformat:2 }}</div>
                    </div>
                    <div class="col-3">
                        {{ holding.ammount|floatformat:4 }}
                    </div>
                    <div class="col-3">
                        ${{ holding.cost_basis|floatformat:2 }}
                    </div>
                </div>
            </div>
        {% empty %}
            <div class="list-group-item">
                <p class="text-secondary mb-0">No holdings available for this account.</p>
            </div>
        {% endfor %}
    </div>
</section>

{% endblock %}