{% extends "base.html" %} {% block title %}Investments{% endblock %} {% block page_title %}Investment Portfolio{% endblock %} {% block topbar_actions %}
Add Holding {% endblock %} {% block content %} {% if portfolio.count == 0 %} {% else %}| Asset | Shares | Price | Value | P&L |
|---|---|---|---|---|
|
{{ (inv.ticker or inv.asset_name[:2]).upper()[:2] }}
{{ inv.asset_name }}
{% if inv.ticker %}{{ inv.ticker }} · {% endif %}
{{ asset_labels.get(inv.asset_type, inv.asset_type) }}
|
{{ inv.shares | shares }} | {% if inv.current_price %} {{ inv.current_price | currency }} {% else %} — {% endif %} | {{ inv.current_value | currency }} |
{% if inv.unrealized_gain >= 0 %}+{% endif %}{{ inv.unrealized_gain | currency }}
{% if inv.unrealized_gain_pct >= 0 %}+{% endif %}{{ inv.unrealized_gain_pct }}%
|