{% from "_provenance_macros.html" import provenance_link %}
{% set partial = kpis.missing_symbols and (kpis.open_position_value is not none) %}
{% set period_label = kpis.period_label or 'Period' %}
{% if kpis.period_realized < 0 %}−{% else %}+{% endif %}${{ "%.2f"|format(kpis.period_realized|float|abs) }}{% if metric_refs is defined and metric_refs.realized_period is defined %}{{ provenance_link(metric_refs.realized_period) }}{% endif %}
Lifetime
{% if kpis.lifetime_realized < 0 %}−{% else %}+{% endif %}${{ "%.2f"|format(kpis.lifetime_realized|float|abs) }}{% if metric_refs is defined and metric_refs.lifetime_realized is defined %}{{ provenance_link(metric_refs.lifetime_realized) }}{% endif %}
{% if kpis.period_unrealized is none %}
—
{% elif kpis.period_unrealized < 0 %}
−${{ "%.2f"|format(kpis.period_unrealized|float|abs) }}{% if metric_refs is defined and metric_refs.period_unrealized is defined %}{{ provenance_link(metric_refs.period_unrealized) }}{% endif %}
{% else %}
+${{ "%.2f"|format(kpis.period_unrealized|float) }}{% if metric_refs is defined and metric_refs.period_unrealized is defined %}{{ provenance_link(metric_refs.period_unrealized) }}{% endif %}
{% endif %}
Lifetime
{% if kpis.lifetime_unrealized is none %}
—
{% elif kpis.lifetime_unrealized < 0 %}
−${{ "%.2f"|format(kpis.lifetime_unrealized|float|abs) }}{% if metric_refs is defined and metric_refs.lifetime_unrealized is defined %}{{ provenance_link(metric_refs.lifetime_unrealized) }}{% endif %}
{% else %}
+${{ "%.2f"|format(kpis.lifetime_unrealized|float) }}{% if metric_refs is defined and metric_refs.lifetime_unrealized is defined %}{{ provenance_link(metric_refs.lifetime_unrealized) }}{% endif %}
{% endif %}
{# --- Open Position $ (mini) --- #}
{# Open Position $ is a market-price snapshot (qty × price), not a sum of trades — no provenance trace. #}
Open position $
{% if kpis.open_position_value is none %}
—
{% else %}
${{ "%.2f"|format(kpis.open_position_value|float) }}
{% endif %}
{% if wash_impact_total is defined and wash_impact_total %}
−${{ "%.2f"|format(wash_impact_total|float|abs) }}{% if metric_refs is defined and metric_refs.wash_impact_period is defined %}{{ provenance_link(metric_refs.wash_impact_period) }}{% endif %}
{% else %}
$0.00{% if metric_refs is defined and metric_refs.wash_impact_period is defined %}{{ provenance_link(metric_refs.wash_impact_period) }}{% endif %}
{% endif %}
{% if wash_violations is defined and wash_violations %}{{ wash_violations }} violation{% if wash_violations != 1 %}s{% endif %}{% else %}no violations{% endif %}
{% if offset_budget is defined and offset_budget %}
{% set budget = offset_budget %}
{% include "_offset_budget_tile.html" with context %}
{% endif %}
{% include "_projection_card.html" with context %}
{% if cash_kpis is defined %}
{# --- Cash --- #}
Cash
{% if cash_kpis.cash_balance < 0 %}
−${{ "%.2f"|format(cash_kpis.cash_balance|float|abs) }}
{% else %}
${{ "%.2f"|format(cash_kpis.cash_balance|float) }}
{% endif %}{% if metric_refs is defined and metric_refs.cash is defined %}{{ provenance_link(metric_refs.cash) }}{% endif %}
{{ "%.0f"|format((cash_kpis.cash_share_pct|float) * 100) }}% of account
{# --- Net contributed --- #}
Net contributed
{% if cash_kpis.net_contributions < 0 %}
−${{ "%.2f"|format(cash_kpis.net_contributions|float|abs) }}
{% else %}
${{ "%.2f"|format(cash_kpis.net_contributions|float) }}
{% endif %}{% if metric_refs is defined and metric_refs.net_contributed_period is defined %}{{ provenance_link(metric_refs.net_contributed_period) }}{% endif %}