{% extends "layout.html" %} {% block title %}Asset Allocation{% endblock %} {% block content %}

Asset Allocation

Settings
Value: {{ model.currency }} {{ "{:,.2f}".format(model.allocation.curr_value) }}, threshold {{ model.allocation.threshold }}%
{# loop indentation https://stackoverflow.com/questions/12145434/how-to-output-loop-counter-in-python-jinja-template #} {%- 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 %} {%- if asset_class.classes is defined %} {{ loop(asset_class.classes) }} {%- endif %} {# {%- if asset_class.stocks is defined %} {% for stock in asset_class.stocks %} {% endfor %} {%- endif %} #} {%- endfor %}
Name Allocation Current Diff Diff % Alloc.Value Current Diff
{{ 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) }}
{% endblock %}