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Herculino Trotta
7038ce8e18
- Asset classes (name, optional target %) managed under Management > Investments, chosen per account - Charts tab: allocation by asset class and currency, value against invested, return by investment; off-target classes flagged by the 5/25 rule - Rebalance tab: what to buy or sell per class to reach the targets - Investment page: price against average cost with trades, monthly earnings and income
19 lines
1.2 KiB
HTML
19 lines
1.2 KiB
HTML
{% load i18n %}
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<div class="flex flex-col sm:flex-row items-center gap-5">
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<div class="size-40 shrink-0"><canvas data-chart="{{ kind }}" aria-label="{% translate 'Allocation chart' %}" role="img"></canvas></div>
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<ul class="w-full flex flex-col gap-2 text-sm">
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{% for share in shares %}
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<li class="flex items-center gap-2">
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<span class="size-2.5 rounded-full shrink-0" style="background: {{ share.color }}"></span>
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<span class="truncate">{{ share.name }}</span>
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{% if share.plan.off %}
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<i class="fa-solid fa-triangle-exclamation text-warning text-xs"
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data-tippy-content="{% blocktranslate with share=share.plan.share|floatformat:1 target=share.plan.target|floatformat:'-2' %}{{ share }}% of your investments with a target, against a target of {{ target }}%{% endblocktranslate %}"></i>
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{% endif %}
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<span class="ms-auto tabular-nums text-base-content/60">{{ share.share|floatformat:1 }}%</span>
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<span class="w-28 text-end tabular-nums whitespace-nowrap"><c-amount.display :amount="share.amount" :prefix="c.prefix" :suffix="c.suffix" :decimal_places="c.decimal_places" divless></c-amount.display></span>
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</li>
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{% endfor %}
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</ul>
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</div>
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