{# Plan tab — pooled targets across all accounts, alphabetical sort. #}
| Symbol | Target | Current | Gap to fill | % Filled | Last | |
|---|---|---|---|---|---|---|
| {{ r.symbol }} |
{% if r.target_unit.value == 'usd' %}${{ "%.2f"|format(r.target_amount|float) }}
{% else %}{{ "%.2f"|format(r.target_amount|float) }} sh{% endif %}
{% if r.target_unit.value == 'usd' %}
{% if r.target_share_equiv %}≈ {{ "%.2f"|format(r.target_share_equiv|float) }} sh{% else %}—{% endif %}
{% else %}
{% if r.target_dollar_equiv %}≈ ${{ "%.2f"|format(r.target_dollar_equiv|float) }}{% else %}—{% endif %}
{% endif %}
|
{% if r.is_held %}
${{ "%.2f"|format(r.current_dollar|float) }}
{{ "%.2f"|format(r.current_shares|float) }} sh
{% else %}
—
not held
{% endif %}
|
{% if r.gap_dollar > 0 %}+{% endif %}${{ "%.2f"|format(r.gap_dollar|float) }}
{% if r.gap_shares is not none %}
{% if r.gap_shares > 0 %}+{% endif %}{{ "%.2f"|format(r.gap_shares|float) }} sh{% if r.gap_dollar < 0 %} (over){% endif %}
{% endif %}
|
{% if r.pct_filled is not none %}
{% set pct = r.pct_filled|float %}
{% set color = 'var(--color-info)' if pct == 0 else ('var(--color-warn)' if pct < 95 else ('var(--color-pos)' if pct <= 105 else 'var(--color-neg)')) %}
|
{% if r.last_price %}${{ "%.2f"|format(r.last_price|float) }}{% else %}—{% endif %} |