{% 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.estimated %}{% endif %}
{% if perf.market_value is not None %}{% else %}-{% endif %}
{% include 'investments/fragments/_mwr.html' with mw=perf.money_weighted %} {% translate 'total return' %}
{% if home %} {% with h=home.currency %}
{% translate 'In' %} {{ h.name }}: · {% include 'investments/fragments/_mwr.html' with mw=home.money_weighted %} {% if home.has_rate_history %} · {% translate 'currency effect' %} {% else %} · {% translate 'currency effect' %} {% endif %}
{% endwith %} {% endif %}
{% if perf.priced %}
{% 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 %}
{% 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 %}
{% translate 'Invested' %}
{% if perf.priced %}{% translate 'Average cost' %}{% else %}{% translate 'Put in / taken out' %}{% endif %}
{% if perf.priced %} {% if perf.average_cost is not None %}{% else %}-{% endif %} {% else %} / {% endif %}
{% if perf.priced %}{% translate 'Unrealized' %}{% else %}{% translate 'Earnings' %}{% endif %}
{% if perf.unrealized is not None %} {% include 'investments/fragments/_percentage.html' with value=perf.unrealized_percentage css="text-xs" %} {% else %}-{% endif %}
{% translate 'Realized' %}
{% translate 'Income' %}{% if income_entities %} · {{ income_entities|join:", " }}{% endif %}
{% if perf.priced %}
{% translate 'Put in / taken out' %}
/
{% endif %}
{% translate 'Movements' %}
{% if transactions %}
{% for tx in transactions %} {% with p=tx.linked_transaction %} {% endwith %} {% endfor %}
{{ tx.date|date:"SHORT_DATE_FORMAT" }}
{{ tx.description }}
{% if p %} {% if tx.type == 'IN' %}{% translate 'Bought / contributed' %}{% else %}{% translate 'Sold / withdrew' %}{% endif %} · {{ p.account.name }} {% else %} {% if not perf.priced and 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' %}
{% for tx in income %} {% endfor %}
{{ tx.date|date:"SHORT_DATE_FORMAT" }} {{ tx.description }}
{{ tx.account.name }}
{% endif %}
{% endwith %}