{% extends "layout.html" %} {% block title %}Asset Allocation{% endblock %} {% block content %}
Name | Allocation | Current | Diff | Diff % | Alloc.Value | Current | Diff | {%- for asset_class in model["allocation"].classes recursive %} {# Styling for main asset classes and groups #} {% if asset_class.classes %} {% set text_col = 'text-muted' %} {% endif %} {% if loop.depth0 == 0 %} {% set row_bg = 'bg-primary' %} {% set text_col = 'text-light' %} {% endif %}
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{{ asset_class.name }} | {{ "{:,.2f}".format(asset_class.allocation) }}% | {{ "{:,.2f}".format(asset_class.curr_alloc) }}% | {{ "{:,.2f}".format(asset_class.alloc_diff) }} | {{ "{:,.2f}".format(asset_class.alloc_diff_perc) }}%, | {{ "{:,.2f}".format(asset_class.alloc_value) }} | {{ "{:,.2f}".format(asset_class.curr_value) }} | {{ "{:,.2f}".format(asset_class.value_diff) }} |
{{ stock.symbol }}, {{ stock.quantity }} * {{ stock.price }} = {{ "{:,.2f}".format(stock.value) }} |