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https://github.com/eitchtee/WYGIWYH.git
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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
63 lines
3.4 KiB
HTML
63 lines
3.4 KiB
HTML
{% load i18n %}
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{% if not targeted %}
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<c-msg.empty
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title="{% translate 'No allocation targets' %}"
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subtitle="{% translate 'Set a target for your asset classes to see what to buy and sell' %}"></c-msg.empty>
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<div class="text-center"><a class="btn btn-sm" href="{% url 'investment_classes_index' %}">{% translate 'Asset classes' %}</a></div>
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{% elif total_target != 100 %}
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<div role="alert" class="alert alert-warning alert-soft">
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<i class="fa-solid fa-triangle-exclamation"></i>
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<span>{% blocktranslate with total=total_target|floatformat:"-2" %}Targets add up to {{ total }}%. Set them to 100% to see the rebalance.{% endblocktranslate %}</span>
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<a class="btn btn-sm" href="{% url 'investment_classes_index' %}">{% translate 'Asset classes' %}</a>
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</div>
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{% else %}
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{% for plan in plans %}
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{% with c=plan.currency %}
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<div class="card bg-base-100 card-border shadow mb-4">
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{% if plans|length > 1 %}<div class="font-semibold px-5 pt-4">{{ c.name }}</div>{% endif %}
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<div class="overflow-x-auto">
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<table class="table">
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<thead>
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<tr class="text-xs text-base-content/50">
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<th class="font-normal">{% translate 'Asset class' %}</th>
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<th class="font-normal text-end">{% translate 'Value' %}</th>
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<th class="font-normal text-end">{% translate 'Now' %}</th>
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<th class="font-normal text-end">{% translate 'Target' %}</th>
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<th class="font-normal text-end">{% translate 'To reach the target' %}</th>
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</tr>
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</thead>
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<tbody>
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{% for row in plan.rows %}
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<tr>
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<td class="font-medium">
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{{ row.class.name }}
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{% if row.off %}<i class="fa-solid fa-triangle-exclamation text-warning text-xs" data-tippy-content="{% translate 'Off target' %}"></i>{% endif %}
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</td>
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<td class="text-end tabular-nums whitespace-nowrap"><c-amount.display :amount="row.value" :prefix="c.prefix" :suffix="c.suffix" :decimal_places="c.decimal_places" divless></c-amount.display></td>
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<td class="text-end tabular-nums">{{ row.share|floatformat:1 }}%</td>
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<td class="text-end tabular-nums text-base-content/70">{{ row.target|floatformat:"-2" }}%</td>
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<td class="text-end tabular-nums whitespace-nowrap">
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{% if row.move > 0 %}
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<span class="text-success">{% translate 'Buy' %}</span> <c-amount.display :amount="row.size" :prefix="c.prefix" :suffix="c.suffix" :decimal_places="c.decimal_places" divless></c-amount.display>
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{% elif row.move < 0 %}
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<span class="text-error">{% translate 'Sell' %}</span> <c-amount.display :amount="row.size" :prefix="c.prefix" :suffix="c.suffix" :decimal_places="c.decimal_places" divless></c-amount.display>
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{% else %}
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<span class="text-base-content/50">-</span>
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{% endif %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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{% if plan.left_out %}
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<div class="text-xs text-base-content/60 px-5 pb-4">
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{% translate 'Left out: investments without an asset class or a target' %} ·
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<c-amount.display :amount="plan.left_out" :prefix="c.prefix" :suffix="c.suffix" :decimal_places="c.decimal_places" divless></c-amount.display>
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</div>
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{% endif %}
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</div>
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{% endwith %}
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{% endfor %}
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{% endif %}
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