{# Common HTMX query string for swapping pages/toggle. #} {% set sym_qs %}{{ selected_symbols|join(',') }}{% endset %} {% set qs %}period={{ selected_period }}&account={{ selected_account }}&group_options={{ group_options }}&symbols={{ sym_qs|urlencode }}{% endset %} {% set qs_full %}{{ qs }}&show={{ show }}&page_size={{ page_size }}{% endset %}
| Symbol | Accounts | Qty | Mkt $ | Open Cost | Avg Basis | Cash Sunk/sh | {{ period_label }} Realized | Unrealized |
|---|---|---|---|---|---|---|---|---|
|
{{ r.symbol[0] }}
{{ r.symbol }}
{% if r.qty == 0 %}closed{% endif %}
|
{% if r.accounts|length <= 3 %} {{ r.accounts|join(' · ') }} {% else %} {{ r.accounts[0] }} +{{ r.accounts|length - 1 }} more {% endif %} | {{ "%.4f"|format(r.qty|float) }} | {% if r.market_value is none %}— {% else %}${{ "%.2f"|format(r.market_value|float) }}{% endif %} | ${{ "%.2f"|format(r.open_cost|float) }} | ${{ "%.2f"|format(r.avg_basis|float) }} | ${{ "%.2f"|format(r.cash_sunk_per_share|float) }} | {% if r.realized_pl != 0 %}{% if r.realized_pl < 0 %}-{% else %}+{% endif %}${{ "%.2f"|format(r.realized_pl|float|abs) }}{% else %}—{% endif %} | {% if r.unrealized_pl is none %}— {% else %}{% if r.unrealized_pl < 0 %}-{% else %}+{% endif %}${{ "%.2f"|format(r.unrealized_pl|float|abs) }}{% endif %} |
Click row to drill down
{% endif %}