{% if cash_kpis %}{{ "{:,.0f}".format((cash_kpis.cash_share_pct|float) * 100) }}% of account{% endif %}
{% endif %}
{# Net Contributed subtitle row — folded in from the old standalone tile. #}
{% if cash_kpis is defined and cash_kpis %}
{% set _acct_qs %}{% for _a in selected_accounts | default([]) %}&account={{ _a|urlencode }}{% endfor %}{% endset %}
{# ── Command-center header: hero on the left (4 cols × 2 rows on lg+),
four small KPIs auto-flow into the 2×2 area to the right. ───────── #}
{% if total_account_value is defined and total_account_value is not none %}
${{ "{:,.2f}".format(total_account_value|float) }}
{% else %}
—
{% endif %}
{# Two compact bar visualizations fill the previously empty hero body:
1. Composition — holdings (indigo) vs cash (violet). Brand-gradient
categorical pair so it doesn't collide with the green used for
gains elsewhere on the page.
2. Lifetime — contributed (muted) baseline vs growth (pos/neg).
For gains, the bar's full width = current account value; for
losses, it = lifetime contributed and the loss is the red tail. #}
{% if total_account_value is defined and total_account_value is not none and cash_kpis is defined and cash_kpis %}
{% set _holdings = (kpis.open_position_value|float) if kpis and kpis.open_position_value is not none else 0 %}
{% set _cash = cash_kpis.cash_balance|float %}
{% set _tav = total_account_value|float %}
{% set _holdings_pct = (_holdings / _tav * 100) if _tav > 0 else 0 %}
{% set _cash_pct = 100 - _holdings_pct if _tav > 0 else 0 %}
Composition
${{ "{:,.0f}".format(_tav) }} total
Holdings
${{ "{:,.0f}".format(_holdings) }}
{{ _holdings_pct|round(0,'floor')|int }}%
{{ _cash_pct|round(0,'ceil')|int }}%
${{ "{:,.0f}".format(_cash) }}
Cash
{% if vs_contributed_delta is defined and vs_contributed_delta is not none and cash_kpis.net_contributions and cash_kpis.net_contributions|float > 0 %}
{% set _delta = vs_contributed_delta|float %}
{% set _contrib = cash_kpis.net_contributions|float %}
{% if _delta >= 0 %}
{# Gain: bar width = total account value. Left segment = contributed
baseline (what you put in), right tail = pure growth. #}
{% set _bar_total = _tav if _tav > 0 else _contrib %}
{% set _baseline_pct = (_contrib / _bar_total * 100) if _bar_total > 0 else 0 %}
{% set _gain_pct = 100 - _baseline_pct %}
{% set _baseline_pct_int = _baseline_pct|round(0,'floor')|int %}
{% set _gain_pct_int = (100 - _baseline_pct_int) %}
{% set _delta_pct = (_delta / _contrib) * 100 %}
{% else %}
{# Loss: bar width = contributed. Left segment = remaining value
(what you still have), right tail = the loss in red. #}
{% set _bar_total = _contrib %}
{% set _baseline_pct = (_tav / _bar_total * 100) if _bar_total > 0 else 0 %}
{% set _gain_pct = 100 - _baseline_pct %}
{% set _baseline_pct_int = _baseline_pct|round(0,'floor')|int %}
{% set _gain_pct_int = (100 - _baseline_pct_int) %}
{% set _delta_pct = (_delta|abs / _contrib) * 100 %}
{% endif %}
Lifetime
{% if _delta < 0 %}−{% else %}+{% endif %}${{ "{:,.0f}".format(_delta|abs) }}
({% if _delta < 0 %}−{% else %}+{% endif %}{{ "{:,.1f}".format(_delta_pct) }}%)
Contributed
${{ "{:,.0f}".format(_contrib) }}
{% if _delta < 0 %}Lost{% else %}Earned{% endif %}
{% if _delta < 0 %}−{% else %}+{% endif %}${{ "{:,.0f}".format(_delta|abs) }}
{% endif %}
{% if snapshot is defined and snapshot.fetched_at %}
As of {{ snapshot.fetched_at.strftime('%b %-d · %-I:%M %p') }}
{% endif %}
{% endif %}
{% if cash_kpis is defined and cash_kpis %}
{% if cash_kpis.growth < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(cash_kpis.growth|float|abs) }}
{% else %}
—
{% endif %}
{% if cash_kpis is defined and cash_kpis and cash_kpis.growth_pct is not none %}
{% if cash_kpis.growth_pct < 0 %}−{% else %}+{% endif %}{{ "{:,.1f}".format((cash_kpis.growth_pct|float|abs) * 100) }}% vs starting + contributed
{% else %}
no contributions
{% endif %}
{% if lifetime_kpis is defined and lifetime_kpis is not none and total_account_value is not none and cash_kpis is defined and cash_kpis %}
{% set _lifetime_delta = total_account_value - cash_kpis.net_contributions %}
Lifetime
{% if _lifetime_delta < 0 %}
−${{ "{:,.2f}".format(_lifetime_delta|float|abs) }}
{% else %}
+${{ "{:,.2f}".format(_lifetime_delta|float) }}
{% endif %}
{% if cash_kpis.net_contributions and cash_kpis.net_contributions|float > 0 %}
({% if _lifetime_delta < 0 %}−{% else %}+{% endif %}{{ "{:,.1f}".format((_lifetime_delta|float|abs / cash_kpis.net_contributions|float) * 100) }}%)
{% endif %}
{% endif %}
{% set _csp_n = csp_count if csp_count is defined and csp_count else 0 %}
{% set _cash_val = (cash_kpis.cash_balance|float) if cash_kpis else 0 %}
Cash {% if cash_secured_total is defined and cash_secured_total > 0 %}(free / pledged){% endif %}
{% if cash_kpis is defined and cash_kpis %}
{% if _cash_val < 0 %}−${{ "{:,.2f}".format(_cash_val|abs) }}
{% else %}${{ "{:,.2f}".format(_cash_val) }}{% endif %}
{% else %}—{% endif %}
{{ cash_breakdown_subtitle(cash_kpis if cash_kpis is defined else None, cash_secured_total if cash_secured_total is defined else 0, _csp_n) }}
Realized P/L
{% if kpis.period_realized < 0 %}−{% else %}+{% endif %}${{ "{:,.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 %}
{{ kpis.period_label }}{% if kpis.period_realized_economic != kpis.period_realized %}
· cash-netted {% if kpis.period_realized_economic < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(kpis.period_realized_economic|float|abs) }}
(?)
{% endif %}
Economic · GL-canonical · all accounts
{% if lifetime_kpis is defined and lifetime_kpis is not none %}
{# Use the same tax-recognized number that the Lifetime view shows as
its main figure (`period_realized`), so toggling Period to Lifetime
doesn't reveal a different "Lifetime" total. The economic /
cash-netted variant is documented in the panel's title attribute. #}
Lifetime
{% if lifetime_kpis.period_realized < 0 %}
−${{ "{:,.2f}".format(lifetime_kpis.period_realized|float|abs) }}
{% else %}
+${{ "{:,.2f}".format(lifetime_kpis.period_realized|float) }}
{% endif %}
{% endif %}
{% if kpis.period_unrealized is none %}—
{% elif kpis.period_unrealized < 0 %}−${{ "{:,.2f}".format(kpis.period_unrealized|float|abs) }}
{% else %}+${{ "{:,.2f}".format(kpis.period_unrealized|float) }}
{% endif %}
{{ kpis.period_label }}
Quote provider unavailable — some prices may be missing.
{% endif %}
{% if kpis.missing_symbols %}
{% if kpis.open_position_value is none %}
No quotes available.
{% else %}
Partial sum — {{ kpis.missing_symbols|length }} symbol{% if kpis.missing_symbols|length != 1 %}s{% endif %} unpriced:
{{ kpis.missing_symbols|join(', ') }}
{% endif %}
{% endif %}