{% load i18n %} {% with c=perf.currency a=account.currency %} {# Buy/sell are transfers so the tracker sees them; income uses the account's income entity #} {% if income_entities %} {% endif %} {% if not perf.priced %} {% endif %}

{{ account.name }}

{% if account.group %}{{ account.group.name }} · {% endif %} {% if perf.priced %}{{ a.name }} → {{ c.name }}{% else %}{% translate 'Tracked by value' %}{% endif %}
{% if perf.market_value is not None %}{% else %}-{% endif %}
{% include 'investments/fragments/_mwr.html' with mw=perf.money_weighted %} {% translate 'all time' %}
{% if home %}{% with h=home.currency %}
≈
{% endwith %}{% endif %}
{{ chart|json_script:"investment-chart-data" }} {% if chart.price or chart.earnings or chart.income %}
{% if chart.price %}{% endif %} {% if chart.earnings %}{% endif %} {% if chart.income %}{% endif %}
{% endif %}
{% if chart.price %}{% endif %} {% if chart.earnings %}{% endif %} {% if chart.income %}{% endif %}
{% if perf.estimated %}
{% translate 'Some units moved in or out without a linked payment, so they were valued at the market price of that day.' %}
{% endif %}
{% translate 'Your position' %}
{% if perf.priced %}
{% translate 'Units' %}
{% translate 'Price' %}
{% if perf.price is not None %}{% if perf.price_date %}
{{ perf.price_date|date:"SHORT_DATE_FORMAT" }}
{% endif %}{% else %}{% translate "No exchange rate available" %}{% endif %}
{% translate 'Average cost' %}
{% if perf.average_cost is not None %}{% else %}-{% endif %}
{% endif %}
{% translate 'Invested' %}
{% if perf.priced %}{% translate 'Unrealized' %}{% else %}{% translate 'Earnings' %}{% endif %}
{% if perf.unrealized is not None %}{% else %}-{% endif %}
{% translate 'Realized' %}
{% translate 'Income' %}
{% translate 'Put in' %}
{% translate 'Taken out' %}
{% if home %}{% with h=home.currency %}
{% blocktranslate with name=h.name %}In {{ name }}{% endblocktranslate %}
{% translate 'Value' %}
{% translate 'Return' %}
{% include 'investments/fragments/_mwr.html' with mw=home.money_weighted %}
{% translate 'From exchange rates' %}
{% if home.has_rate_history %}{% else %}{% translate "Needs historical exchange rates" %}{% endif %}
{% endwith %}{% endif %}
{% translate 'Movements' %}
{% if transactions %}
{% for tx in transactions %} {% with p=tx.linked_transaction %} {% endwith %} {% endfor %}
{{ tx.description }}
{{ tx.date|date:"SHORT_DATE_FORMAT" }} · {% if p %} {% if tx.type == 'IN' %}{% translate 'Bought / contributed' %}{% else %}{% translate 'Sold / withdrew' %}{% endif %} · {{ p.account.name }} {% else %} {% if tx.id not in perf.result_ids %} {% if tx.type == 'IN' %}{% translate 'Money in' %}{% else %}{% translate 'Money out' %}{% endif %} {% else %} {% if tx.type == 'IN' %}{% if perf.priced %}{% translate 'Gain' %}{% else %}{% translate 'Earnings' %}{% endif %}{% else %}{% translate 'Loss, tax or fee' %}{% endif %} {% endif %} {% endif %}
{% if p and p.account.currency != a %}
{% endif %}
{% else %} {% endif %}
{% if income %}
{% translate 'Income' %}
{% if income_entities %}
{{ income_entities|join:", " }}
{% endif %}
{% for tx in income %} {% endfor %}
{{ tx.description }}
{{ tx.date|date:"SHORT_DATE_FORMAT" }} · {{ tx.account.name }}
{% endif %}
{% endwith %}