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- 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
12 lines
463 B
HTML
12 lines
463 B
HTML
{% extends 'extends/offcanvas.html' %}
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{% load i18n %}
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{% load crispy_forms_tags %}
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{% block title %}{% if object.pk %}{% translate 'Edit asset class' %}{% else %}{% translate 'Add asset class' %}{% endif %}{% endblock %}
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{% block body %}
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<form hx-post="{% if object.pk %}{% url 'investment_class_edit' pk=object.pk %}{% else %}{% url 'investment_class_add' %}{% endif %}" hx-target="#generic-offcanvas" novalidate>
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{% crispy form %}
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</form>
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{% endblock %}
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