{% extends "base.html" %} {% from "_provenance_macros.html" import provenance_link %} {% block title %}{{ symbol }} · net-alpha{% endblock %} {% block content %}

{{ symbol }}

{% if company_name %}{{ company_name }} · {% endif %}{{ instrument_kind|default('stock', true) }}
Sim sell
Open lots
{{ kpi_open_lots }}{% if open_shorts %} + {{ open_shorts|length }} short opt{% endif %}
Basis: {{ fmt_currency(kpi_open_basis) }}
Realized P&L
{% if kpi_realized_ytd < 0 %}−{% endif %}${{ "{:,.2f}".format(kpi_realized_ytd|float|abs) }}{% if realized_ref %}{{ provenance_link(realized_ref) }}{% endif %}
YTD {{ kpi_today.year }}
{% if account_ids %}
checking…
{% endif %}
{% if kpi_realized_lifetime < 0 %}−{% endif %}${{ "{:,.2f}".format(kpi_realized_lifetime|float|abs) }}{% if realized_lifetime_ref %}{{ provenance_link(realized_lifetime_ref) }}{% endif %}
Lifetime
Disallowed
{% if kpi_disallowed_ytd < 0 %}−{% endif %}${{ "{:,.2f}".format(kpi_disallowed_ytd|float|abs) }}
YTD {{ kpi_today.year }}
{% if kpi_disallowed_lifetime < 0 %}−{% endif %}${{ "{:,.2f}".format(kpi_disallowed_lifetime|float|abs) }}
Lifetime
More metrics
Accounts
{% for a in kpi_accounts %}{{ a }}{% if not loop.last %}, {% endif %}{% endfor %} {% if not kpi_accounts %}{% endif %}
Last trade
{% if kpi_last_trade %}
{{ kpi_last_trade.action }} {{ fmt_quantity(kpi_last_trade.quantity) }}
{{ fmt_date(kpi_last_trade.date) }}
{% else %}
No trades
{% endif %}
{% include "_ticker_tabs.html" %}
{% if selected_view == 'lots' %} {% include "_ticker_view_lots.html" %} {% elif selected_view == 'recon' %} {% include "_ticker_view_reconciliation.html" %} {% else %} {% include "_ticker_view_timeline.html" %} {% endif %}
{% if violations %}

Violations involving {{ symbol }}

{% for violation in violations %}
{% include "_violation_card.html" %}
{% endfor %}
{% endif %}
{% include "_schwab_lot_detail.html" %} {% endblock %}