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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Rendity</title>
<script src="https://cdnjs.cloudflare.com/ajax/libs/plotly.js/2.27.0/plotly.min.js"></script>
<script src="https://unpkg.com/lucide@latest/dist/umd/lucide.min.js"></script>
<style>
*,*::before,*::after{box-sizing:border-box;margin:0;padding:0}
body{font-family:system-ui,-apple-system,sans-serif;font-size:13px;color:#111827;background:#fff;display:flex;height:100vh;overflow:hidden}
a{color:inherit;text-decoration:none}
/* ── SIDEBAR ── */
.sidebar{width:240px;min-width:240px;height:100vh;background:#fff;border-right:1px solid #E5E7EB;display:flex;flex-direction:column;position:fixed;left:0;top:0;z-index:100}
.sidebar-logo{padding:20px 16px 14px;font-size:16px;font-weight:700;color:#3B82F6;border-bottom:1px solid #E5E7EB;letter-spacing:-0.3px}
.nav-links{flex:1;overflow-y:auto;padding:6px 0}
.nav-item{display:flex;align-items:center;gap:10px;height:40px;padding:0 16px;cursor:pointer;color:#6B7280;font-size:13px;position:relative;transition:background .1s;user-select:none}
.nav-item:hover{background:#F0F9FF;color:#111827}
.nav-item.active{background:#EFF6FF;color:#1D4ED8;font-weight:500}
.nav-item.active::before{content:'';position:absolute;left:0;top:0;bottom:0;width:4px;background:#3B82F6;border-radius:0 2px 2px 0}
.nav-item .nav-icon{width:16px;height:16px;display:flex;align-items:center;justify-content:center;flex-shrink:0}
.nav-item .nav-icon svg{width:16px;height:16px;stroke:currentColor;stroke-width:2;fill:none}
.nav-item .nav-badge{margin-left:auto;background:#F3F4F6;color:#9CA3AF;font-size:10px;padding:2px 6px;border-radius:10px;font-weight:500}
.nav-section{padding:14px 16px 4px;font-size:10px;font-weight:600;letter-spacing:.08em;color:#9CA3AF;text-transform:uppercase}
/* ── MAIN LAYOUT ── */
.main-wrapper{margin-left:240px;flex:1;display:flex;flex-direction:column;height:100vh;overflow:hidden;min-width:0}
/* ── HEADER ── */
.header{height:56px;background:#fff;border-bottom:1px solid #E5E7EB;display:flex;align-items:center;justify-content:space-between;padding:0 24px;flex-shrink:0;position:relative;z-index:50}
.header-title{font-size:16px;font-weight:500;color:#111827}
.header-right{display:flex;align-items:center;gap:12px}
.avatar{width:32px;height:32px;border-radius:50%;background:#3B82F6;color:#fff;display:flex;align-items:center;justify-content:center;font-size:13px;font-weight:600;flex-shrink:0}
/* ── DATE PICKER ── */
.date-chip{display:inline-flex;align-items:center;gap:6px;padding:6px 12px;border:1px solid #D1D5DB;border-radius:20px;background:#fff;cursor:pointer;font-size:13px;color:#374151;user-select:none;white-space:nowrap}
.date-chip:hover{border-color:#9CA3AF}
.date-chip .caret{color:#9CA3AF;font-size:10px}
.dp-wrapper{position:relative}
.dp-panel{position:absolute;top:calc(100% + 8px);right:0;width:540px;background:#fff;border-radius:8px;box-shadow:0 8px 24px rgba(0,0,0,.14);z-index:200;border:1px solid #E5E7EB;display:none;overflow:hidden}
.dp-panel.open{display:flex;flex-direction:column}
.dp-body{display:flex;min-height:260px}
.dp-presets{width:165px;min-width:165px;border-right:1px solid #E5E7EB;padding:6px 0;overflow-y:auto;max-height:320px}
.dp-preset-item{display:flex;align-items:center;gap:8px;height:34px;padding:0 12px;cursor:pointer;font-size:12px;color:#374151}
.dp-preset-item:hover{background:#F0F9FF}
.dp-preset-item.selected{color:#3B82F6;font-weight:500}
.dp-check{width:12px;color:#3B82F6;font-size:11px}
.dp-custom{flex:1;padding:14px;overflow-y:auto}
.dp-custom-section{font-size:10px;font-weight:600;color:#9CA3AF;text-transform:uppercase;letter-spacing:.06em;margin-bottom:6px;margin-top:10px}
.dp-custom-section:first-child{margin-top:0}
.dp-radio-row{display:flex;align-items:center;gap:8px;padding:4px 0}
.dp-radio-row input[type=radio]{accent-color:#3B82F6;cursor:pointer}
.dp-radio-row label{font-size:12px;color:#374151;cursor:pointer;display:flex;align-items:center;gap:6px;flex-wrap:wrap}
.dp-radio-row input[type=number]{width:46px;padding:3px 6px;border:1px solid #D1D5DB;border-radius:4px;font-size:12px;text-align:center}
.dp-period-pills{display:flex;gap:5px;flex-wrap:wrap}
.dp-period-pill{padding:3px 9px;border:1px solid #D1D5DB;border-radius:10px;font-size:11px;cursor:pointer;color:#374151}
.dp-period-pill:hover{border-color:#3B82F6;color:#3B82F6}
.dp-period-pill.active{background:#3B82F6;border-color:#3B82F6;color:#fff}
.dp-actions{display:flex;justify-content:flex-end;gap:8px;padding:10px 14px;border-top:1px solid #E5E7EB;background:#FAFAFA}
.btn-cancel{background:none;border:none;cursor:pointer;font-size:13px;color:#6B7280;padding:6px 12px;border-radius:6px}
.btn-cancel:hover{background:#F3F4F6}
.btn-ok{background:#3B82F6;color:#fff;border:none;border-radius:6px;padding:6px 16px;font-size:13px;cursor:pointer;font-weight:500}
.btn-ok:hover{background:#2563EB}
/* ── PAGE CONTENT ── */
.page-content{flex:1;overflow-y:auto;padding:24px;background:#fff}
.stack{display:flex;flex-direction:column;gap:16px}
/* ── CARDS ── */
.card{background:#F7F8FA;border:1px solid #E5E7EB;border-radius:8px;padding:20px}
.card-header{display:flex;align-items:center;justify-content:space-between;margin-bottom:14px}
.card-title{font-size:14px;font-weight:500;color:#111827}
.card-subtitle{font-size:12px;color:#9CA3AF}
/* ── STAT CARDS ── */
.stat-card{background:#F7F8FA;border:1px solid #E5E7EB;border-radius:8px;padding:20px;position:relative}
.stat-card.clickable{cursor:pointer}
.stat-card.clickable:hover{background:#F0F9FF}
.stat-label{font-size:12px;color:#6B7280;margin-bottom:6px}
.stat-value{font-size:28px;font-weight:700;color:#111827;font-variant-numeric:tabular-nums;line-height:1.1}
.stat-value.sm{font-size:20px}
.stat-value.pos{color:#10B981}
.stat-value.neg{color:#EF4444}
.stat-secondary{font-size:12px;color:#6B7280;margin-top:4px}
.stat-secondary.pos{color:#10B981}
.stat-secondary.neg{color:#EF4444}
.stat-chevron{position:absolute;bottom:14px;right:14px;color:#D1D5DB;font-size:18px}
/* ── GRIDS ── */
.grid-2{display:grid;grid-template-columns:1fr 1fr;gap:16px}
.grid-3{display:grid;grid-template-columns:1fr 1fr 1fr;gap:16px}
.grid-4{display:grid;grid-template-columns:1fr 1fr 1fr 1fr;gap:16px}
.grid-5{display:grid;grid-template-columns:repeat(5,1fr);gap:16px}
/* ── TOGGLE PILLS ── */
.toggle-group{display:inline-flex;border:1px solid #D1D5DB;border-radius:6px;overflow:hidden}
.toggle-btn{padding:5px 13px;font-size:12px;cursor:pointer;background:#fff;color:#6B7280;border:none;border-right:1px solid #D1D5DB;transition:all .1s;font-family:inherit}
.toggle-btn:last-child{border-right:none}
.toggle-btn.active{background:#3B82F6;color:#fff}
.toggle-btn:hover:not(.active){background:#F9FAFB;color:#111827}
/* ── VIEW SELECTOR ── */
.view-selector{display:inline-flex;border:1px solid #D1D5DB;border-radius:6px;overflow:hidden;margin-bottom:16px}
.view-btn{padding:7px 16px;font-size:13px;cursor:pointer;background:#fff;color:#6B7280;border:none;border-right:1px solid #D1D5DB;transition:all .1s;font-family:inherit}
.view-btn:last-child{border-right:none}
.view-btn.active{background:#3B82F6;color:#fff;font-weight:500}
.view-btn:hover:not(.active){background:#F0F9FF;color:#111827}
/* ── SERIES PILLS ── */
.series-pills{display:flex;gap:7px;flex-wrap:wrap;margin-top:12px;padding-top:12px;border-top:1px solid #E5E7EB}
.series-pill{display:inline-flex;align-items:center;gap:6px;padding:4px 10px;border:1px solid #D1D5DB;border-radius:12px;font-size:12px;cursor:pointer;background:#fff;user-select:none;transition:all .1s}
.series-pill.active{color:#fff;border-color:transparent}
.s-swatch{width:16px;height:4px;border-radius:2px;flex-shrink:0}
/* ── TABLES ── */
.table-wrap{overflow-x:auto;border-radius:8px;border:1px solid #E5E7EB}
.data-table{width:100%;border-collapse:collapse;font-size:13px;font-variant-numeric:tabular-nums}
.data-table th{text-align:left;padding:9px 12px;font-size:12px;font-weight:500;color:#6B7280;border-bottom:1px solid #E5E7EB;background:#F9FAFB;position:sticky;top:0;z-index:2;cursor:pointer;white-space:nowrap;user-select:none}
.data-table th:hover{color:#111827}
.data-table th.sorted{color:#3B82F6}
.data-table td{padding:9px 12px;border-bottom:1px solid #F3F4F6;vertical-align:middle}
.data-table tr:hover td{background:#F0F9FF;cursor:pointer}
.data-table .num{text-align:right}
.data-table .pos{color:#10B981}
.data-table .neg{color:#EF4444}
.data-table .muted{color:#9CA3AF;opacity:.6}
.data-table tfoot td{padding:9px 12px;font-weight:600;border-top:2px solid #E5E7EB;background:#F9FAFB}
.table-year-header{background:#F3F4F6 !important;font-weight:600;color:#374151;cursor:pointer}
.table-year-header:hover{background:#E5E7EB !important}
/* ── BADGES ── */
.badge{display:inline-flex;align-items:center;padding:2px 8px;border-radius:10px;font-size:11px;font-weight:500;white-space:nowrap}
.badge-buy{background:#DBEAFE;color:#1D4ED8}
.badge-sell{background:#FEF3C7;color:#B45309}
.badge-dividend{background:#EDE9FE;color:#6D28D9}
.badge-premium{background:#FEF3C7;color:#D97706}
.badge-expiry{background:#F3F4F6;color:#6B7280}
.badge-exercise{background:#CCFBF1;color:#0F766E}
.badge-assignment{background:#F0FDF4;color:#15803D}
.badge-interest{background:#CCFBF1;color:#0F766E}
/* ── METRIC ROWS ── */
.metric-row{display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #F3F4F6}
.metric-row:last-child{border-bottom:none}
.metric-label{font-size:12px;color:#6B7280}
.metric-value{font-size:14px;font-weight:600;font-variant-numeric:tabular-nums}
.metric-value.pos{color:#10B981}
.metric-value.neg{color:#EF4444}
/* ── HEATMAP ── */
.hm-table{width:100%;border-collapse:collapse;font-size:10px;font-variant-numeric:tabular-nums}
.hm-table th{padding:3px 2px;font-size:10px;font-weight:500;color:#6B7280;text-align:center}
.hm-table th.yr{text-align:left;padding-right:4px}
.hm-table td{padding:2px}
.hm-cell{display:block;padding:4px 2px;border-radius:3px;text-align:center;min-width:24px}
.hm-pos{background:#D1FAE5;color:#065F46}
.hm-neg{background:#FEE2E2;color:#991B1B}
.hm-strong-pos{background:#10B981;color:#fff}
.hm-strong-neg{background:#EF4444;color:#fff}
.hm-neu{background:#F3F4F6;color:#6B7280}
.hm-empty{color:#D1D5DB}
/* ── CALCULATION SUMMARY TABLE ── */
.calc-table{width:100%;border-collapse:collapse;font-size:13px;font-variant-numeric:tabular-nums}
.calc-table tr{border-bottom:1px solid #F3F4F6}
.calc-table td{padding:8px 4px}
.calc-table td:last-child{text-align:right;font-weight:500}
.calc-table .total-row td{font-weight:700;border-top:2px solid #E5E7EB;padding-top:10px}
/* ── IRR HEATMAP ROWS ── */
.irr-row{display:flex;gap:4px;align-items:center;margin-bottom:4px}
.irr-year{font-size:12px;color:#6B7280;width:36px;flex-shrink:0;font-variant-numeric:tabular-nums}
.irr-bar{flex:1;border-radius:4px;padding:5px 10px;font-size:12px;font-weight:600;font-variant-numeric:tabular-nums}
/* ── BACK LINK ── */
.back-link{display:inline-flex;align-items:center;gap:5px;font-size:13px;color:#3B82F6;cursor:pointer;margin-bottom:16px}
.back-link:hover{color:#2563EB;text-decoration:underline}
/* ── IMPORT PAGE ── */
.upload-zone{border:2px dashed #D1D5DB;border-radius:8px;padding:40px;text-align:center;cursor:pointer;transition:all .1s}
.upload-zone:hover{border-color:#3B82F6;background:#F0F9FF}
.form-group{margin-bottom:14px}
.form-group label{display:block;font-size:12px;font-weight:500;color:#374151;margin-bottom:5px}
.form-input{width:100%;padding:7px 11px;border:1px solid #D1D5DB;border-radius:6px;font-size:13px;color:#111827;font-family:inherit}
.form-input:focus{outline:2px solid #3B82F6;outline-offset:0;border-color:#3B82F6}
.btn-primary{background:#3B82F6;color:#fff;border:none;border-radius:6px;padding:8px 20px;font-size:13px;cursor:pointer;font-weight:500;font-family:inherit}
.btn-primary:hover{background:#2563EB}
.divider{border:none;border-top:1px solid #E5E7EB;margin:24px 0}
.sec-title{font-size:15px;font-weight:600;color:#111827;margin-bottom:4px}
.sec-desc{font-size:13px;color:#6B7280;margin-bottom:16px;line-height:1.5}
.status-box{background:#F9FAFB;border:1px solid #E5E7EB;border-radius:6px;padding:12px 14px;font-size:12px;color:#6B7280;margin-top:12px}
/* ── COMPARISON ── */
.placeholder-card{border:2px dashed #D1D5DB;border-radius:8px;padding:40px 24px;text-align:center}
.placeholder-title{font-size:18px;font-weight:500;color:#111827;margin:16px 0 10px}
.placeholder-text{font-size:13px;color:#6B7280;max-width:480px;margin:0 auto 8px;line-height:1.6}
.blue-link{color:#3B82F6;cursor:pointer;text-decoration:underline}
/* ── BENCHMARK CHIPS ── */
.benchmark-row{display:flex;align-items:center;justify-content:space-between;margin-bottom:16px;gap:12px}
.benchmark-chips{display:flex;gap:8px;flex-wrap:wrap}
.benchmark-chip{display:inline-flex;align-items:center;gap:6px;padding:5px 10px;border:1px solid #E5E7EB;border-radius:14px;font-size:12px;background:#fff;user-select:none}
.bench-swatch{width:10px;height:10px;border-radius:50%;flex-shrink:0}
.bench-remove{color:#9CA3AF;cursor:pointer;margin-left:2px;font-size:14px;line-height:1}
.bench-remove:hover{color:#EF4444}
.btn-add-bench{display:inline-flex;align-items:center;gap:5px;padding:6px 14px;border:1px solid #3B82F6;border-radius:6px;font-size:13px;color:#3B82F6;cursor:pointer;background:#fff;white-space:nowrap;font-family:inherit}
.btn-add-bench:hover{background:#EFF6FF}
/* ── CHART CONTAINER ── */
.chart-box{min-height:320px}
/* ── TICKER ── */
.ticker-dot{display:inline-block;width:8px;height:8px;border-radius:50%;margin-right:5px;vertical-align:middle}
.mono{font-family:'Courier New',monospace;font-weight:700}
/* ── MISC ── */
.page-hidden{display:none}
::-webkit-scrollbar{width:6px;height:6px}
::-webkit-scrollbar-track{background:transparent}
::-webkit-scrollbar-thumb{background:#D1D5DB;border-radius:3px}
::-webkit-scrollbar-thumb:hover{background:#9CA3AF}
*:focus-visible{outline:2px solid #3B82F6;outline-offset:2px}
.mt8{margin-top:8px}
.mt12{margin-top:12px}
.mt16{margin-top:16px}
.mb8{margin-bottom:8px}
.mb16{margin-bottom:16px}
.text-sm{font-size:12px}
.text-muted{color:#6B7280}
.bold{font-weight:600}
</style>
</head>
<body>
<!-- ══════════════════════════════════════════
SIDEBAR
══════════════════════════════════════════ -->
<nav class="sidebar">
<div class="sidebar-logo">Rendity</div>
<div class="nav-links">
<div class="nav-item active" data-page="dashboard"><span class="nav-icon"><i data-lucide="home"></i></span>Dashboard</div>
<div class="nav-item" data-page="history"><span class="nav-icon"><i data-lucide="trending-up"></i></span>History</div>
<div class="nav-item" data-page="holdings"><span class="nav-icon"><i data-lucide="pie-chart"></i></span>Holdings</div>
<div class="nav-item" data-page="performance"><span class="nav-icon"><i data-lucide="gauge"></i></span>Performance</div>
<div class="nav-item" data-page="earnings"><span class="nav-icon"><i data-lucide="coins"></i></span>Earnings</div>
<div class="nav-item" data-page="stocks"><span class="nav-icon"><i data-lucide="table-2"></i></span>Stocks</div>
<div class="nav-item" data-page="comparison"><span class="nav-icon"><i data-lucide="bar-chart-2"></i></span>Comparison <span class="nav-badge">Coming soon</span></div>
<div class="nav-section">Settings</div>
<div class="nav-item" data-page="import"><span class="nav-icon"><i data-lucide="upload"></i></span>Import Data</div>
<div class="nav-item" data-page="settings"><span class="nav-icon"><i data-lucide="settings"></i></span>Settings</div>
</div>
</nav>
<!-- ══════════════════════════════════════════
MAIN WRAPPER
══════════════════════════════════════════ -->
<div class="main-wrapper">
<!-- HEADER -->
<header class="header">
<span class="header-title" id="headerTitle">Dashboard</span>
<div class="header-right">
<div class="dp-wrapper">
<div class="date-chip" id="dateChipBtn">
<span>📅</span>
<span id="dateChipLabel">All Time</span>
<span class="caret" id="dateCaret">▼</span>
</div>
<div class="dp-panel" id="dpPanel">
<div class="dp-body">
<!-- Presets -->
<div class="dp-presets" id="dpPresets"></div>
<!-- Custom -->
<div class="dp-custom">
<div class="dp-custom-section">Custom Range</div>
<div class="dp-radio-row"><input type="radio" name="dpmode" id="r1" checked><label for="r1">Last <input type="number" value="1" min="1" style="width:40px"> <select style="border:1px solid #D1D5DB;border-radius:4px;font-size:12px;padding:2px 4px"><option>Years</option><option>Months</option></select></label></div>
<div class="dp-radio-row"><input type="radio" name="dpmode" id="r2"><label for="r2">Last <input type="number" value="90" min="1" style="width:46px"> Days</label></div>
<div class="dp-radio-row"><input type="radio" name="dpmode" id="r4"><label for="r4">From <input type="text" placeholder="MM/DD/YYYY" style="width:96px"> to <input type="text" placeholder="MM/DD/YYYY" style="width:96px"> <span style="font-size:11px;color:#9CA3AF">(excl.)</span></label></div>
<div class="dp-radio-row"><input type="radio" name="dpmode" id="r5"><label for="r5">Since <input type="text" placeholder="MM/DD/YYYY" style="width:96px"> <span style="font-size:11px;color:#9CA3AF">(excl.)</span></label></div>
<div class="dp-radio-row"><input type="radio" name="dpmode" id="r6"><label for="r6">Year <select style="border:1px solid #D1D5DB;border-radius:4px;font-size:12px;padding:2px 4px"><option>2024</option><option>2023</option><option>2022</option><option>2021</option><option>2020</option><option>2019</option></select></label></div>
<div class="dp-custom-section" style="margin-top:14px">Current Period</div>
<div class="dp-period-pills">
<div class="dp-period-pill">Week</div>
<div class="dp-period-pill">Month</div>
<div class="dp-period-pill">Quarter</div>
<div class="dp-period-pill">Year</div>
<div class="dp-period-pill active">YTD</div>
</div>
<div class="dp-custom-section" style="margin-top:14px">Previous Period</div>
<div class="dp-period-pills">
<div class="dp-period-pill">Day</div>
<div class="dp-period-pill">Week</div>
<div class="dp-period-pill">Month</div>
<div class="dp-period-pill">Quarter</div>
<div class="dp-period-pill">Year</div>
</div>
</div>
</div>
<div class="dp-actions">
<button class="btn-cancel" id="dpCancel">Cancel</button>
<button class="btn-ok" id="dpOk">OK</button>
</div>
</div>
</div>
<div class="avatar">G</div>
</div>
</header>
<!-- PAGE CONTENT -->
<main class="page-content" id="pageContent"></main>
</div>
<script>
// ═══════════════════════════════════════════════════
// MOCK DATA
// ═══════════════════════════════════════════════════
const COLORS = ['#3B82F6','#F59E0B','#10B981','#EF4444','#8B5CF6','#EC4899','#14B8A6','#D97706'];
// Portfolio history (weekly, Mar 2019 – Dec 2024)
// [date, portfolio_value, net_deposits]
const HISTORY = (function(){
const pts = [
['2019-03-01',10000,10000],['2019-06-01',10900,10000],['2019-09-01',11700,12000],
['2019-12-01',12400,12000],['2020-03-01',8600,14000],['2020-06-01',10500,14000],
['2020-09-01',13200,14000],['2020-12-01',16100,14000],['2021-03-01',19200,16500],
['2021-06-01',21800,16500],['2021-09-01',23500,19000],['2021-12-01',25800,19000],
['2022-03-01',22400,22000],['2022-06-01',17900,24500],['2022-09-01',19100,27000],
['2022-12-01',21200,29000],['2023-03-01',24500,29000],['2023-06-01',28300,31000],
['2023-09-01',31000,33500],['2023-12-01',35600,35000],['2024-03-01',40200,35500],
['2024-06-01',47500,36500],['2024-09-01',53800,37000],['2024-12-01',58967,37410]
];
// Interpolate to weekly
const result = {dates:[],values:[],deposits:[]};
for(let i=0;i<pts.length-1;i++){
const [d1,v1,dep1]=pts[i], [d2,v2,dep2]=pts[i+1];
const start=new Date(d1), end=new Date(d2);
const days=(end-start)/(1000*86400);
const steps=Math.round(days/7);
for(let s=0;s<steps;s++){
const t=s/steps;
const nd=new Date(start); nd.setDate(nd.getDate()+s*7);
result.dates.push(nd.toISOString().split('T')[0]);
// add some noise
const noise=(Math.sin(s*2.3+i*7)*0.015+Math.sin(s*0.7+i*3)*0.01);
result.values.push(Math.round(v1+(v2-v1)*t*(1+noise)));
result.deposits.push(dep1); // step function: flat between deposit events
}
}
result.dates.push('2024-12-01');
result.values.push(58967);
result.deposits.push(37410);
return result;
})();
const HOLDINGS = [
{ticker:'META', name:'Meta Platforms, Inc.', shares:25, value:14250, pct:24.16, avgCost:280, color:COLORS[0]},
{ticker:'BRK.B',name:'Berkshire Hathaway B', shares:30, value:12720, pct:21.57, avgCost:350, color:COLORS[1]},
{ticker:'AAPL', name:'Apple Inc.', shares:50, value:10650, pct:18.06, avgCost:150, color:COLORS[2]},
{ticker:'NVDA', name:'NVIDIA Corporation', shares:10, value:8750, pct:14.84, avgCost:300, color:COLORS[3]},
{ticker:'MSFT', name:'Microsoft Corporation', shares:20, value:8300, pct:14.08, avgCost:280, color:COLORS[4]},
{ticker:'AMZN', name:'Amazon.com, Inc.', shares:15, value:2745, pct:4.65, avgCost:120, color:COLORS[5]},
{ticker:'CASH', name:'Cash (USD)', shares:null,value:1552, pct:2.63, avgCost:null,color:COLORS[6]},
];
const TRANSACTIONS = [
{date:'2024-11-12',ticker:'META',type:'Sell', desc:'Sold 5 shares @ $570.20',qty:5, price:570.20, amount:2851, fees:2.50,year:2024},
{date:'2024-10-03',ticker:'NVDA',type:'Buy', desc:'Bought 2 shares @ $123.45',qty:2, price:123.45, amount:-247, fees:1.00,year:2024},
{date:'2024-09-15',ticker:'AAPL',type:'Dividend',desc:'Dividend',qty:null,price:null, amount:47.50, fees:0,year:2024},
{date:'2024-08-22',ticker:'AMZN',type:'Option Premium',desc:'Sold 1 AMZN Oct 2024 $185 Call',qty:1,price:null,amount:312.00,fees:0.65,year:2024},
{date:'2024-07-18',ticker:'BRK.B',type:'Buy', desc:'Bought 5 shares @ $424.10',qty:5, price:424.10, amount:-2120, fees:2.00,year:2024},
{date:'2024-06-14',ticker:'MSFT',type:'Dividend',desc:'Dividend',qty:null,price:null, amount:75.00, fees:0,year:2024},
{date:'2024-05-08',ticker:'AMZN',type:'Option Expiry',desc:'AMZN May 2024 $200 Call — expired worthless',qty:1,price:null,amount:0,fees:0.20,year:2024},
{date:'2024-03-20',ticker:'NVDA',type:'Buy', desc:'Bought 3 shares @ $878.35',qty:3, price:878.35, amount:-2635, fees:1.50,year:2024},
{date:'2024-02-09',ticker:'META',type:'Buy', desc:'Bought 5 shares @ $474.99',qty:5, price:474.99, amount:-2375, fees:2.00,year:2024},
{date:'2023-12-28',ticker:'AAPL',type:'Dividend',desc:'Dividend',qty:null,price:null, amount:47.50, fees:0,year:2023},
{date:'2023-11-14',ticker:'AMZN',type:'Sell', desc:'Sold 10 shares @ $177.58',qty:10,price:177.58, amount:1776, fees:2.50,year:2023},
{date:'2023-10-02',ticker:'AMZN',type:'Buy', desc:'Bought 10 shares @ $127.12',qty:10,price:127.12,amount:-1271, fees:2.00,year:2023},
{date:'2023-08-11',ticker:'MSFT',type:'Option Premium',desc:'Sold 1 MSFT Sep 2023 $360 Call',qty:1,price:null,amount:185.00,fees:0.65,year:2023},
{date:'2023-06-22',ticker:'MSFT',type:'Dividend',desc:'Dividend',qty:null,price:null, amount:68.00, fees:0,year:2023},
{date:'2022-10-05',ticker:'AAPL',type:'Buy', desc:'Bought 10 shares @ $138.20',qty:10,price:138.20,amount:-1382, fees:2.00,year:2022},
{date:'2022-03-15',ticker:'BRK.B',type:'Buy', desc:'Bought 10 shares @ $359.40',qty:10,price:359.40,amount:-3594, fees:2.50,year:2022},
{date:'2021-11-08',ticker:'META',type:'Buy', desc:'Bought 10 shares @ $331.62',qty:10,price:331.62,amount:-3316, fees:2.00,year:2021},
{date:'2021-07-14',ticker:'MSFT',type:'Buy', desc:'Bought 10 shares @ $284.91',qty:10,price:284.91,amount:-2849, fees:2.00,year:2021},
{date:'2020-08-03',ticker:'AAPL',type:'Buy', desc:'Bought 20 shares @ $95.35',qty:20, price:95.35, amount:-1907, fees:2.00,year:2020},
{date:'2020-04-20',ticker:'AMZN',type:'Buy', desc:'Bought 5 shares @ $2285.22',qty:5,price:2285.22,amount:-11426,fees:5.00,year:2020},
{date:'2019-03-15',ticker:'AAPL',type:'Buy', desc:'Bought 20 shares @ $186.12',qty:20,price:186.12,amount:-3722, fees:3.00,year:2019},
{date:'2019-03-15',ticker:'MSFT',type:'Buy', desc:'Bought 10 shares @ $117.52',qty:10,price:117.52,amount:-1175, fees:2.50,year:2019},
];
const EARNINGS_BY_YEAR = {
2019:{dividends:220, premiums:150, interest:30, gains:450}, // total: 850
2020:{dividends:280, premiums:520, interest:40, gains:-2040}, // total: -1200
2021:{dividends:380, premiums:1100, interest:55, gains:6965}, // total: 8500
2022:{dividends:360, premiums:1850, interest:220, gains:-3230}, // total: -800
2023:{dividends:490, premiums:2050, interest:390, gains:4270}, // total: 7200
2024:{dividends:590, premiums:2300, interest:342, gains:3775}, // total: 7007
};
const EARNINGS_BY_QUARTER = {
2019:{Q1:0, Q2:180, Q3:325, Q4:345},
2020:{Q1:120, Q2:-1480, Q3:200, Q4:-40},
2021:{Q1:1200, Q2:2300, Q3:2100, Q4:2900},
2022:{Q1:400, Q2:-1800, Q3:-200, Q4:800},
2023:{Q1:850, Q2:1900, Q3:2100, Q4:2350},
2024:{Q1:1200, Q2:2050, Q3:2250, Q4:1507},
};
const MONTHLY_EARNINGS = {
2019:[ 0, 0, 0, 60, 60, 60, 108, 108, 109, 115, 115, 115],
2020:[ 40, 40, 40, -500, -490, -490, 65, 65, 70, -15, -13, -12],
2021:[400, 400, 400, 766, 767, 767, 700, 700, 700, 966, 967, 967],
2022:[133, 133, 134, -600, -600, -600, -67, -67, -66, 266, 267, 267],
2023:[283, 283, 284, 633, 633, 634, 700, 700, 700, 783, 783, 784],
2024:[400, 400, 400, 683, 683, 684, 750, 750, 750, 502, 502, 503],
};
const MONTHLY_IRR = {
2019:[null,null,1.2,2.3,1.8,-0.5,0.9,1.4,2.1,-0.8,1.2,0.6],
2020:[-3.2,-4.1,-23.4,8.2,5.8,4.2,6.1,7.3,-3.2,3.8,10.4,3.7],
2021:[2.8,1.4,4.2,5.1,1.2,-1.8,3.4,2.9,-4.7,6.8,-1.2,3.8],
2022:[-3.8,-2.1,-4.2,-8.4,-8.8,-8.2,8.4,-3.4,-9.2,7.8,-5.2,-5.8],
2023:[5.2,3.8,2.4,1.2,4.8,6.2,3.4,-1.8,2.2,3.8,7.4,4.1],
2024:[1.8,4.2,2.8,4.2,-2.8,4.8,1.8,2.4,2.2,3.4,-1.2,3.8],
};
const ANNUAL_IRR = {2019:8.4,2020:-5.2,2021:32.1,2022:-18.4,2023:29.8,2024:22.4};
// S&P 500 annual total return (approximate, for comparison)
const SP500_ANNUAL = {2019:28.9,2020:16.3,2021:26.9,2022:-19.4,2023:24.2,2024:23.3};
const STOCKS_WITH_DATA = [
{ticker:'AMZN',name:'Amazon.com, Inc.', 2019:0, 2020:0, 2021:5200, 2022:-420, 2023:3280, 2024:7112, dot:COLORS[5]},
{ticker:'AAPL',name:'Apple Inc.', 2019:120, 2020:209, 2021:785, 2022:610, 2023:1042, 2024:1580, dot:COLORS[2]},
{ticker:'META',name:'Meta Platforms, Inc.', 2019:0, 2020:0, 2021:0, 2022:-1800, 2023:2840, 2024:5920, dot:COLORS[0]},
{ticker:'MSFT',name:'Microsoft Corporation', 2019:0, 2020:210, 2021:485, 2022:608, 2023:1380, 2024:1840, dot:COLORS[4]},
{ticker:'BRK.B',name:'Berkshire Hathaway B', 2019:0, 2020:0, 2021:0, 2022:0, 2023:580, 2024:1420, dot:COLORS[1]},
{ticker:'NVDA',name:'NVIDIA Corporation', 2019:0, 2020:0, 2021:0, 2022:0, 2023:0, 2024:1480, dot:COLORS[3]},
];
const STOCK_HOLDING_PERIODS = {
AMZN:[{from:'2019-03-15',to:'2020-01-10',shares:10,avgCost:1920},{from:'2020-04-20',to:null,shares:15,avgCost:120}],
AAPL:[{from:'2019-03-15',to:null,shares:50,avgCost:150}],
META:[{from:'2021-11-08',to:null,shares:25,avgCost:280}],
MSFT:[{from:'2019-03-15',to:null,shares:20,avgCost:280}],
BRK_B:[{from:'2022-03-15',to:null,shares:30,avgCost:350}],
NVDA:[{from:'2024-02-09',to:null,shares:10,avgCost:300}],
};
// ═══════════════════════════════════════════════════
// UTILITY
// ═══════════════════════════════════════════════════
function fmt(n,digits=0){if(n==null)return'';return new Intl.NumberFormat('en-US',{style:'currency',currency:'USD',minimumFractionDigits:digits,maximumFractionDigits:digits}).format(n)}
function fmtAbbr(n){if(n==null)return'';const abs=Math.abs(n);const sign=n<0?'−':'';if(abs>=1e6)return sign+'$'+(abs/1e6).toFixed(1)+'M';if(abs>=1e3)return sign+'$'+(abs/1e3).toFixed(1)+'K';return fmt(n)}
function fmtPct(n,digits=1){if(n==null)return'';const sign=n>0?'+':'';return sign+n.toFixed(digits)+'%'}
function colorClass(n){return n>0?'pos':n<0?'neg':''}
function makeId(){return 'c'+Math.random().toString(36).slice(2,8)}
// ═══════════════════════════════════════════════════
// DATE PICKER
// ═══════════════════════════════════════════════════
const DP_PRESETS = [
'All Time','Year to Date (YTD)','Last 1 Year','Last 2 Years','Last 3 Years',
'Previous Year','2024','2023','2022','2021','2020','2019','Custom…','Manage…'
];
let currentDateLabel = 'All Time';
function initDatePicker(){
const container=document.getElementById('dpPresets');
DP_PRESETS.forEach(p=>{
const el=document.createElement('div');
el.className='dp-preset-item'+(p===currentDateLabel?' selected':'');
el.innerHTML=`<span class="dp-check">${p===currentDateLabel?'✓':''}</span>${p}`;
if(p==='Manage…')el.style.color='#9CA3AF';
el.addEventListener('click',()=>{
if(p==='Manage…'||p==='Custom…'){
document.querySelectorAll('.dp-preset-item').forEach(x=>{x.classList.remove('selected');x.querySelector('.dp-check').textContent=''});
el.classList.add('selected');el.querySelector('.dp-check').textContent='✓';
return;
}
currentDateLabel=p;
document.getElementById('dateChipLabel').textContent=p;
document.querySelectorAll('.dp-preset-item').forEach(x=>{x.classList.remove('selected');x.querySelector('.dp-check').textContent=''});
el.classList.add('selected');el.querySelector('.dp-check').textContent='✓';
closeDP();
});
container.appendChild(el);
});
document.getElementById('dateChipBtn').addEventListener('click',e=>{e.stopPropagation();toggleDP()});
document.getElementById('dpCancel').addEventListener('click',closeDP);
document.getElementById('dpOk').addEventListener('click',()=>{
const sel=document.querySelector('.dp-preset-item.selected');
if(sel)document.getElementById('dateChipLabel').textContent=sel.querySelector('.dp-check').nextSibling.textContent.trim();
closeDP();
});
document.addEventListener('click',e=>{if(!e.target.closest('.dp-wrapper'))closeDP()});
document.querySelectorAll('.dp-period-pill').forEach(p=>p.addEventListener('click',function(){
document.querySelectorAll('.dp-period-pill').forEach(x=>x.classList.remove('active'));
this.classList.add('active');
}));
}
function toggleDP(){const p=document.getElementById('dpPanel');p.classList.toggle('open')}
function closeDP(){document.getElementById('dpPanel').classList.remove('open')}
function updateDateChipState(page){
const chip=document.getElementById('dateChipBtn');
if(page==='dashboard'){
chip.style.opacity='0.45';
chip.style.pointerEvents='none';
chip.title='Date range does not apply to this page.';
} else {
chip.style.opacity='';
chip.style.pointerEvents='';
chip.title='';
}
}
// ═══════════════════════════════════════════════════
// ROUTER
// ═══════════════════════════════════════════════════
const PAGE_TITLES={dashboard:'Dashboard',history:'History',holdings:'Holdings',performance:'Performance',earnings:'Earnings',stocks:'Stocks',comparison:'Comparison','import':'Import Data',settings:'Settings'};
function getRoute(){
const h=location.hash.replace('#','');
if(h.startsWith('stocks/'))return{page:'stocks',ticker:h.split('/')[1]};
return{page:h||'dashboard',ticker:null};
}
function navigate(page,ticker=null){
location.hash=ticker?`stocks/${ticker}`:page;
}
function render(){
const {page,ticker}=getRoute();
// Update nav
document.querySelectorAll('.nav-item').forEach(el=>{
el.classList.toggle('active',el.dataset.page===page);
});
const title=ticker?`${ticker} — ${(HOLDINGS.find(h=>h.ticker===ticker)||{name:ticker}).name}`:PAGE_TITLES[page]||page;
document.getElementById('headerTitle').textContent=title;
const content=document.getElementById('pageContent');
content.innerHTML='';
switch(page){
case'dashboard': renderDashboard(content); break;
case'history': renderHistory(content); break;
case'holdings': renderHoldings(content); break;
case'performance': renderPerformance(content);break;
case'earnings': renderEarnings(content); break;
case'stocks': ticker?renderStockDetail(content,ticker):renderStocksList(content); break;
case'comparison': renderComparison(content);break;
case'import': renderImport(content); break;
case'settings': renderSettings(content); break;
default: renderDashboard(content);
}
updateDateChipState(page);
if(typeof lucide!=='undefined') lucide.createIcons();
}
window.addEventListener('hashchange',render);
document.querySelectorAll('.nav-item[data-page]').forEach(el=>{
el.addEventListener('click',()=>navigate(el.dataset.page));
});
// ═══════════════════════════════════════════════════
// PLOTLY HELPERS
// ═══════════════════════════════════════════════════
const PLOTLY_CONFIG={responsive:true,displayModeBar:false,scrollZoom:false};
// Abbreviated currency Y-axis (shows $15.5K, $1.2M etc.)
const Y_CURRENCY={tickprefix:'$',tickformat:',.2~s',color:'#9CA3AF',gridcolor:'#E5E7EB',zeroline:false,tickfont:{size:11}};
const PLOTLY_LAYOUT_BASE={
margin:{l:55,r:16,t:8,b:40},
paper_bgcolor:'#F7F8FA',
plot_bgcolor:'#F7F8FA',
font:{family:'system-ui,-apple-system,sans-serif',size:11,color:'#6B7280'},
xaxis:{showgrid:false,zeroline:false,color:'#9CA3AF',tickfont:{size:11},fixedrange:true},
yaxis:{gridcolor:'#E5E7EB',zeroline:false,color:'#9CA3AF',tickfont:{size:11},fixedrange:true},
hovermode:'x unified',
dragmode:false,
legend:{orientation:'h',x:0,y:-0.18,font:{size:11}},
showlegend:false,
};
// ═══════════════════════════════════════════════════
// PAGE: DASHBOARD
// ═══════════════════════════════════════════════════
function renderDashboard(el){
const totalEarned=21557, totalBalance=58967, netDep=37410;
const pct=(totalEarned/netDep*100).toFixed(1);
const totalDiv=Object.values(EARNINGS_BY_YEAR).reduce((a,v)=>a+v.dividends,0);
const totalPrem=Object.values(EARNINGS_BY_YEAR).reduce((a,v)=>a+v.premiums,0);
const totalInt=Object.values(EARNINGS_BY_YEAR).reduce((a,v)=>a+v.interest,0);
const totalGains=Object.values(EARNINGS_BY_YEAR).reduce((a,v)=>a+v.gains,0);
const chartId=makeId(), pieId=makeId();
el.innerHTML=`
<div class="stack">
<!-- 3 hero cards -->
<div class="grid-3">
<div class="stat-card">
<div class="stat-label">Total Balance</div>
<div class="stat-value">${fmt(totalBalance)}</div>
<div class="stat-secondary">as of Dec 1, 2024</div>
</div>
<div class="stat-card clickable" onclick="navigate('history')" style="overflow:hidden">
<div style="display:flex;align-items:center;gap:8px">
<div style="flex:1;min-width:0">
<div class="stat-label">Total Earned</div>
<div class="stat-value pos">+${fmt(totalEarned)}</div>
<div class="stat-secondary pos">+${pct}% return</div>
<div class="stat-secondary">all time, since first transaction</div>
</div>
<div id="${pieId}" style="width:90px;height:90px;flex-shrink:0"></div>
</div>
<span class="stat-chevron">›</span>
</div>
<div class="stat-card clickable" onclick="navigate('performance')">
<div class="stat-label">IRR (Annualised)</div>
<div class="stat-value pos">+14.2%</div>
<div class="stat-secondary">all time</div>
<span class="stat-chevron">›</span>
</div>
</div>
<!-- Portfolio history chart -->
<div class="card">
<div class="card-header">
<span class="card-title">Portfolio History (All Time)</span>
<span class="card-subtitle">Click 'Total Earned' to explore date ranges →</span>
</div>
<div class="chart-box" id="${chartId}" style="min-height:340px"></div>
<div style="display:flex;gap:20px;margin-top:10px;justify-content:center;font-size:12px;color:#6B7280">
<span><span style="display:inline-block;width:24px;height:3px;background:#3B82F6;vertical-align:middle;border-radius:2px;margin-right:5px"></span>Balance</span>
<span><span style="display:inline-block;width:24px;height:2px;background:#94A3B8;vertical-align:middle;border-radius:2px;margin-right:5px;border-top:1.5px dashed #94A3B8"></span>Net Deposits</span>
</div>
</div>
</div>`;
// Plot mini earnings pie and portfolio history chart
setTimeout(()=>{
// Mini donut in Total Earned card
const pieDiv=document.getElementById(pieId);
if(pieDiv){
Plotly.newPlot(pieId,[{
type:'pie',hole:0.5,
values:[totalDiv,totalPrem,totalInt,totalGains<0?0:totalGains],
labels:['Dividends','Option Premiums','Interest','Realised Gains'],
marker:{colors:['#8B5CF6','#F59E0B','#14B8A6','#10B981']},
textinfo:'none',
hovertemplate:'<b>%{label}</b><br>%{value:$,.0f} (%{percent})<extra></extra>',
}],{
paper_bgcolor:'transparent',plot_bgcolor:'transparent',
margin:{l:0,r:0,t:0,b:0},showlegend:false,
dragmode:false,
},{responsive:true,displayModeBar:false,scrollZoom:false});
}
// Portfolio history chart
const d=HISTORY;
Plotly.newPlot(chartId,[
{x:d.dates,y:d.deposits,name:'Net Deposits',line:{color:'#94A3B8',dash:'dot',width:2,shape:'hv'},mode:'lines',fill:'none',hovertemplate:'%{y:$,.0f}<extra>Net Deposits</extra>'},
{x:d.dates,y:d.values,name:'Balance',line:{color:'#3B82F6',width:2.5},mode:'lines',fill:'tonexty',fillcolor:'rgba(16,185,129,0.12)',hovertemplate:'%{y:$,.0f}<extra>Balance</extra>'},
],{
...PLOTLY_LAYOUT_BASE,
margin:{l:65,r:16,t:8,b:40},
paper_bgcolor:'#F7F8FA',plot_bgcolor:'#F7F8FA',
yaxis:{...Y_CURRENCY,fixedrange:true},
xaxis:{...PLOTLY_LAYOUT_BASE.xaxis,fixedrange:true},
hovermode:'x unified',showlegend:false,
},PLOTLY_CONFIG);
},50);
}
// ═══════════════════════════════════════════════════
// PAGE: HISTORY
// ═══════════════════════════════════════════════════
function renderHistory(el){
const chartId=makeId();
const seriesDef=[
{key:'value', label:'Total Value', color:'#3B82F6', dash:'solid', shape:'linear', active:true},
{key:'dep', label:'Net Deposits', color:'#6B7280', dash:'solid', shape:'hv', active:true},
{key:'earn', label:'Cumulative Earnings', color:'#10B981', dash:'solid', shape:'linear', active:true},
{key:'gains', label:'Realised Gains', color:'#10B981', dash:'dash', shape:'linear', active:false},
{key:'div', label:'Dividends', color:'#8B5CF6', dash:'dot', shape:'linear', active:false},
{key:'prem', label:'Option Premiums', color:'#F59E0B', dash:'dashdot',shape:'linear', active:false},
{key:'int', label:'Interest', color:'#14B8A6', dash:'dot', shape:'linear', active:false},
];
el.innerHTML=`
<div class="stack">
<div class="card">
<div class="card-header">
<span class="card-title">Balance & Earnings History</span>
<div class="toggle-group">
<button class="toggle-btn" onclick="toggleResolution(this,'Daily')">Daily</button>
<button class="toggle-btn" onclick="toggleResolution(this,'Weekly')">Weekly</button>
<button class="toggle-btn active" onclick="toggleResolution(this,'Monthly')">Monthly</button>
</div>
</div>
<div class="chart-box" id="${chartId}" style="min-height:340px"></div>
<div class="series-pills" id="seriesPills${chartId}"></div>
</div>
</div>`;
const pillsEl=document.getElementById('seriesPills'+chartId);
seriesDef.forEach((s,i)=>{
const p=document.createElement('div');
p.className='series-pill'+(s.active?' active':'');
p.style.background=s.active?s.color:'';
p.innerHTML=`<span class="s-swatch" style="background:${s.color}"></span>${s.label}`;
p.addEventListener('click',function(){
s.active=!s.active;
this.classList.toggle('active');
this.style.background=s.active?s.color:'';
this.style.color=s.active?'#fff':'';
renderHistoryChart(chartId,seriesDef);
});
pillsEl.appendChild(p);
});
setTimeout(()=>renderHistoryChart(chartId,seriesDef),50);
}
function renderHistoryChart(chartId,seriesDef){
const d=HISTORY;
const seriesData={
value: d.values,
dep: d.deposits,
earn: d.values.map((v,i)=>v-d.deposits[i]),
gains: d.values.map((v,i)=>Math.max(0,v-d.deposits[i])*0.72),
div: d.values.map((v,i)=>Math.max(0,v-d.deposits[i])*0.15),
prem: d.values.map((v,i)=>Math.max(0,v-d.deposits[i])*0.18),
int: d.values.map((v,i)=>Math.max(0,v-d.deposits[i])*0.05),
};
const traces=seriesDef.filter(s=>s.active).map(s=>({
x:d.dates, y:seriesData[s.key],
name:s.label,
line:{color:s.color,dash:s.dash,width:2,shape:s.shape||'linear'},
mode:'lines',
hovertemplate:'%{y:$,.0f}<extra>'+s.label+'</extra>',
}));
Plotly.newPlot(chartId,traces,{
...PLOTLY_LAYOUT_BASE,
margin:{l:65,r:16,t:8,b:40},
yaxis:{...Y_CURRENCY},
showlegend:false,
},PLOTLY_CONFIG);
}
function toggleResolution(btn,res){
btn.closest('.toggle-group').querySelectorAll('.toggle-btn').forEach(b=>b.classList.remove('active'));
btn.classList.add('active');
}
// ═══════════════════════════════════════════════════
// PAGE: HOLDINGS
// ═══════════════════════════════════════════════════
let holdingsCharts={};
function renderHoldings(el){
holdingsCharts={pieId:makeId(), areaId:makeId()};
el.innerHTML=`
<div class="stack">
<div class="view-selector">
<button class="view-btn active" onclick="switchHoldingsView(this,'pie',holdingsCharts)">Snapshot (Pie)</button>
<button class="view-btn" onclick="switchHoldingsView(this,'area',holdingsCharts)">Over Time (Area)</button>
</div>
<div id="holdingsView"></div>
</div>`;
renderHoldingsPie(holdingsCharts);
}
function renderHoldingsPie(ids){
const view=document.getElementById('holdingsView');
view.innerHTML=`
<div class="stack">
<div class="card">
<div class="card-header"><span class="card-title">Portfolio Composition — Dec 1, 2024</span></div>
<div id="${ids.pieId}" style="height:380px"></div>
</div>
<div class="table-wrap">
<table class="data-table">
<thead><tr>
<th onclick="sortTable(this,0)">Holding ↕</th>
<th onclick="sortTable(this,1)" class="num">Value ↕</th>
<th onclick="sortTable(this,2)" class="num">% of Portfolio ↕</th>
<th onclick="sortTable(this,3)" class="num">Shares ↕</th>
<th onclick="sortTable(this,4)" class="num">Avg Cost ↕</th>
</tr></thead>
<tbody>
${HOLDINGS.map(h=>`
<tr onclick="navigate('stocks','${h.ticker}')">
<td><span class="ticker-dot" style="background:${h.color}"></span><span class="mono">${h.ticker}</span> ${h.name}</td>
<td class="num">${fmt(h.value)}</td>
<td class="num">${h.pct.toFixed(2)}%</td>
<td class="num">${h.shares||'—'}</td>
<td class="num">${h.avgCost?fmt(h.avgCost):'—'}</td>
</tr>`).join('')}
</tbody>
<tfoot><tr>
<td>Total</td>
<td class="num">${fmt(HOLDINGS.reduce((a,h)=>a+h.value,0))}</td>
<td class="num">100%</td><td></td><td></td>
</tr></tfoot>
</table>
</div>
</div>`;
setTimeout(()=>{
const active=HOLDINGS.filter(h=>h.ticker!=='CASH');
const cash=HOLDINGS.find(h=>h.ticker==='CASH');
const allH=[...active,cash];
Plotly.newPlot(ids.pieId,[{
type:'pie',hole:0.55,
labels:allH.map(h=>h.name),
values:allH.map(h=>h.value),
marker:{colors:allH.map(h=>h.color)},
textinfo:'label+percent',
textposition:'outside',
hovertemplate:'<b>%{label}</b><br>%{value:$,.0f}<br>%{percent}<extra></extra>',
rotation:30,
}],{
paper_bgcolor:'#F7F8FA',
plot_bgcolor:'#F7F8FA',
margin:{l:40,r:40,t:20,b:20},
annotations:[{text:`<b>$${(58967/1000).toFixed(1)}K</b><br><span style="font-size:10px;color:#6B7280">Total Value</span>`,x:0.5,y:0.5,font:{size:16},showarrow:false,xref:'paper',yref:'paper'}],
showlegend:false,
},PLOTLY_CONFIG);
},50);
}
function renderHoldingsArea(ids, mode){
mode = mode || '$';
const view=document.getElementById('holdingsView');
view.innerHTML=`
<div class="card">
<div class="card-header">
<span class="card-title">Holdings Over Time</span>
<div style="display:flex;gap:8px;align-items:center">
<div class="toggle-group">
<button class="toggle-btn${mode==='$'?' active':''}" onclick="renderHoldingsArea(holdingsCharts,'$')">$</button>
<button class="toggle-btn${mode==='%'?' active':''}" onclick="renderHoldingsArea(holdingsCharts,'%')">%</button>
</div>
</div>
</div>
<div id="${ids.areaId}" style="min-height:380px"></div>
</div>`;
setTimeout(()=>{
const dates=HISTORY.dates;
const n=dates.length;
const stockWeights=[
{ticker:'AAPL', color:HOLDINGS.find(h=>h.ticker==='AAPL').color,
w:dates.map((_,j)=>Math.min(0.20,0.10+0.10*(j/n)))},
{ticker:'META', color:HOLDINGS.find(h=>h.ticker==='META').color,
w:dates.map((_,j)=>{const t=j/n;return t<0.5?Math.max(0,t*0.30):Math.max(0,0.15-(t-0.5)*0.05+0.15*(t-0.5))})},
{ticker:'BRK.B',color:HOLDINGS.find(h=>h.ticker==='BRK.B').color,
w:dates.map((_,j)=>Math.min(0.25,0.08+0.17*(j/n)))},
{ticker:'MSFT', color:HOLDINGS.find(h=>h.ticker==='MSFT').color,
w:dates.map((_,j)=>Math.min(0.18,0.06+0.12*(j/n)))},
{ticker:'AMZN', color:HOLDINGS.find(h=>h.ticker==='AMZN').color,
w:dates.map((_,j)=>{const t=j/n;return t<0.1?t*0.5:t<0.25?Math.max(0,0.05-(t-0.1)*0.20):Math.min(0.06,0.01+(t-0.25)*0.07)})},
{ticker:'NVDA', color:HOLDINGS.find(h=>h.ticker==='NVDA').color,
w:dates.map((_,j)=>{const t=j/n;return t<0.75?0:Math.min(0.15,(t-0.75)*0.60)})},
];
// Pre-compute raw $ values per date
const rawValues=stockWeights.map(s=>dates.map((d,j)=>HISTORY.values[j]*s.w[j]));
let traces, yaxis;
if(mode==='%'){
// Normalise each date column to 100%
const traces100=stockWeights.map((s,si)=>({
x:dates,
y:dates.map((d,j)=>{
const total=rawValues.reduce((sum,rv)=>sum+rv[j],0);
return total>0?Math.round((rawValues[si][j]/total)*1000)/10:0;
}),
name:s.ticker,
stackgroup:'one',
groupnorm:'percent',
line:{color:s.color,width:0.5},
fillcolor:s.color+'CC',
hovertemplate:'%{y:.1f}%<extra>'+s.ticker+'</extra>',
}));
traces=traces100;
yaxis={ticksuffix:'%',range:[0,100],fixedrange:true,gridcolor:'#1F2937',color:'#9CA3AF',tickfont:{size:11}};
} else {
traces=stockWeights.map((s,si)=>({
x:dates,
y:rawValues[si].map(v=>Math.round(v)),
name:s.ticker,
stackgroup:'one',
line:{color:s.color,width:0.5},
fillcolor:s.color+'CC',
hovertemplate:'%{y:$,.0f}<extra>'+s.ticker+'</extra>',
}));
yaxis={...Y_CURRENCY,fixedrange:true};
}
Plotly.newPlot(ids.areaId,traces,{
...PLOTLY_LAYOUT_BASE,
margin:{l:65,r:16,t:8,b:56},
yaxis,
xaxis:{...PLOTLY_LAYOUT_BASE.xaxis,fixedrange:true},
showlegend:true,
legend:{orientation:'h',x:0,y:-0.22,font:{size:11}},
},PLOTLY_CONFIG);
},50);
}
function switchHoldingsView(btn,view,ids){
btn.closest('.view-selector').querySelectorAll('.view-btn').forEach(b=>b.classList.remove('active'));
btn.classList.add('active');
if(view==='pie') renderHoldingsPie(ids);
else renderHoldingsArea(ids);
}
// ═══════════════════════════════════════════════════
// PAGE: PERFORMANCE
// ═══════════════════════════════════════════════════
function renderPerformance(el){
el.innerHTML=`
<div class="stack">
<!-- TOP 2-COL (Risk Metrics removed) -->
<div class="grid-2">
<!-- Key Metrics -->
<div class="card">
<div class="card-header"><span class="card-title">Key Metrics</span></div>
${[
['TTWROR','+18.4%','pos'],['IRR','+14.2%','pos'],
['Absolute Change','+$21,557','pos'],['Delta (since first trade)','+$21,557','pos'],
['Last Day — Abs. Change','+$312','pos'],['Last Day — TTWROR','+0.53%','pos'],
].map(([l,v,c])=>`
<div class="metric-row">
<span class="metric-label">${l}</span>
<span class="metric-value ${c}">${v}</span>
</div>`).join('')}
</div>
<!-- Calculation Summary -->
<div class="card">
<div class="card-header"><span class="card-title">Calculation Summary</span></div>
<table class="calc-table">
${[
['Start Value (Mar 2019)','$10,000',''],
['+ Unrealised Gains / Losses','$14,320','pos'],
['+ Realised Gains','$4,780','pos'],
['+ Earnings (dividends, premiums, interest)','$9,876','pos'],
['− Fees','−$469','neg'],
['− Taxes','−$0',''],
['+ Cash FX Gains','$0',''],
['+ Net Deposits (perf-neutral)','$21,460',''],
].map(([l,v,c])=>`<tr><td style="color:#6B7280;font-size:12px">${l}</td><td class="${c}">${v}</td></tr>`).join('')}
<tr class="total-row"><td style="font-size:13px"><b>= End Value (Dec 2024)</b></td><td><b>$58,967</b></td></tr>
</table>
</div>
</div>
<!-- ALL-TIME OVERVIEW DIVIDER -->
<div style="display:flex;align-items:center;gap:12px;margin:4px 0">
<span style="font-size:11px;font-weight:600;color:#9CA3AF;text-transform:uppercase;letter-spacing:.08em;white-space:nowrap">All-Time Overview</span>
<div style="flex:1;height:1px;background:#E5E7EB"></div>
</div>
<!-- BOTTOM 3-COL -->
<div class="grid-3">
<!-- Monthly Earnings -->
<div class="card" style="overflow:auto">
<div class="card-header"><span class="card-title">Monthly Earnings</span></div>
${renderMonthlyEarningsTable()}
</div>
<!-- Annual IRR -->
<div class="card">
<div class="card-header"><span class="card-title">IRR by Year</span></div>
<div style="display:grid;grid-template-columns:40px 1fr 1fr;gap:4px 8px;font-size:11px;color:#9CA3AF;margin-bottom:4px;padding:0 2px">
<span></span><span style="text-align:right;font-weight:600">Portfolio</span><span style="text-align:right;font-weight:600">S&P 500</span>
</div>
${Object.entries(ANNUAL_IRR).map(([yr,irr])=>{
const sp=SP500_ANNUAL[yr]||0;
return`<div style="display:grid;grid-template-columns:40px 1fr 1fr;gap:4px 8px;margin-bottom:3px;align-items:center">
<span class="irr-year">${yr}</span>
<div class="irr-bar" style="background:${irr>1?'#D1FAE5':irr<-1?'#FEE2E2':'#F3F4F6'};color:${irr>1?'#065F46':irr<-1?'#991B1B':'#6B7280'}">${fmtPct(irr)}</div>
<div class="irr-bar" style="background:${sp>1?'#DBEAFE':sp<-1?'#FEE2E2':'#F3F4F6'};color:${sp>1?'#1D4ED8':sp<-1?'#991B1B':'#6B7280'}">${fmtPct(sp)}</div>
</div>`;
}).join('')}
<!-- Summary row: CAGR and overall gain -->
<div style="margin-top:10px;border-top:1px solid #E5E7EB;padding-top:8px">
<div style="display:grid;grid-template-columns:40px 1fr 1fr;gap:4px 8px;margin-bottom:3px;align-items:center">
<span style="font-size:10px;color:#9CA3AF;line-height:1.2">CAGR<br>6yr</span>
<div class="irr-bar" style="background:#D1FAE5;color:#065F46;font-weight:700">+14.2%</div>
<div class="irr-bar" style="background:#DBEAFE;color:#1D4ED8;font-weight:700">+15.6%</div>
</div>
<div style="display:grid;grid-template-columns:40px 1fr 1fr;gap:4px 8px;align-items:center">
<span style="font-size:10px;color:#9CA3AF;line-height:1.2">Total<br>gain</span>
<div class="irr-bar" style="background:#D1FAE5;color:#065F46;font-weight:700">+121.6%</div>
<div class="irr-bar" style="background:#DBEAFE;color:#1D4ED8;font-weight:700">+138.4%</div>
</div>
</div>
</div>
<!-- Monthly IRR Heatmap -->