{% extends "base.html" %} {% block title %}Investments{% endblock %} {% block content %} {% if not targets %}

Investments

Add what you invest in, and each month's overview will say how much to put into each.

Add investments in Settings
{% else %}

Investments

Each month's surplus is split between your investments and put in the following month.

{% for t in targets if t.url %} Open {{ t.url|site_name }} (opens in a new tab) {% endfor %}

You've put {{ invested_total|money }} into investments{% if withdrawn_total %} and taken {{ withdrawn_total|money }} out{% endif %}.

{% if planned_total %} {% set gap = actual_total - planned_total %}

{% if gap|abs < 100 %}That's right on plan. {% elif gap > 0 %}That's {{ gap|money }} more than your surpluses suggested. {% else %}That's {{ (-gap)|money }} less than your surpluses suggested.{% endif %}

{% endif %}

Planned and put in

Planned Put in

Labelled by the month the money goes in. The plan comes from the month before.

{{ paired_bars(chart_rows, aria_label="Planned and invested per month", second_label="Put in") }}

How the surplus is split

Change in Settings

Month by month

{% for n in names %}{% endfor %} {% for n in names %}{% endfor %} {% for row in plan %} {% for n in names %}{% endfor %} {% if row.actual_known %} {% for n in names %}{% endfor %} {% set diff = row.actual_total - row.planned_total %} {% else %} {% endif %} {% endfor %}
Surplus from Kept{{ n }} planInvest in{{ n }} put inDifference
{{ row.label }} {{ row.surplus|money }}{{ row.planned.get(n, 0)|money }}{{ row.invest_month_label }}{{ row.actual.get(n, 0)|money }}{% if row.withdrawn.get(n) %}{{ (-row.withdrawn[n])|money }} out{% endif %}{{ diff|money_signed if diff|abs >= 100 else 'on plan' }}Not imported yet
{% endif %} {% endblock %}