Loss in {{ violation.loss_account or "-" }} → triggered by {{ violation.buy_account or "-" }} on {{ violation.triggering_buy_date or "-" }} {% if violation.kind == "permanent_ira" %} {# Lock icon + "Permanent (IRA trap)" so this chip reads distinct from the same-color Schwab / Cross-account chips next to it — the loss is permanently gone, not merely rolled forward. #} Permanent (IRA trap) {% endif %} {% if violation.source == "schwab_g_l" %} Schwab {% elif violation.source == "engine" %} {% if violation.loss_account != violation.buy_account %} Cross-account {% else %} Engine {% endif %} {% endif %}
Disallowed: ${{ "{:,.2f}".format(violation.disallowed_loss) }} · Matched qty: {{ violation.matched_quantity }}
View ticker drilldown →