monitoring(wealth): META RSU vest value panel (Schwab account)

Daily total_value timeseries for the Schwab workplace account
(account_id 72d34e09-...). Single-asset account holding META RSUs
that vested 2020-11 → 2026-02 and were sold opportunistically over
the same window. Currency USD (account_currency). Yahoo quote on
META powers WF's daily mark; the historical DAV mirrored into
wealthfolio_sync via pg-sync gives us ~2k days of vesting curve.
This commit is contained in:
Viktor Barzin 2026-05-18 18:25:34 +00:00 committed by Viktor Barzin
parent b107c0be8c
commit 018ef3790f

View file

@ -2145,6 +2145,86 @@
"rawSql": "SELECT a.symbol, a.name, p.quantity AS shares, p.average_cost AS \"avg cost\", q.close AS \"last\", (p.quantity * q.close) AS \"market value\", p.total_cost_basis AS cost, ((p.quantity * q.close) - p.total_cost_basis) AS gain, CASE WHEN p.total_cost_basis > 0 THEN ((p.quantity * q.close) / p.total_cost_basis - 1) * 100 END AS \"return %\", p.currency, q.day AS \"as of\" FROM positions_latest p LEFT JOIN assets a ON a.id = p.asset_id LEFT JOIN quote_latest q ON q.asset_id = p.asset_id ORDER BY (p.quantity * q.close) DESC NULLS LAST"
}
]
},
{
"id": 27,
"title": "META RSU vest value — Schwab account",
"description": "Daily total value of Viktor's META RSU holdings in the Schwab workplace account, in USD. Vest schedule: 1,119 shares vested 2020-11 → 2026-02, all sold 2023-04 → 2026-02 as they vested. The Schwab account is now effectively empty (~$64 residual). Yahoo quote for META powers WF's daily mark.",
"type": "timeseries",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 9,
"w": 24,
"x": 0,
"y": 118
},
"fieldConfig": {
"defaults": {
"color": {
"mode": "fixed",
"fixedColor": "blue"
},
"unit": "currencyUSD",
"decimals": 0,
"custom": {
"drawStyle": "line",
"lineWidth": 2,
"fillOpacity": 25,
"pointSize": 4,
"showPoints": "never",
"spanNulls": true,
"axisPlacement": "auto",
"stacking": {
"group": "A",
"mode": "none"
}
}
},
"overrides": [
{
"matcher": {
"id": "byName",
"options": "rsu_value"
},
"properties": [
{
"id": "displayName",
"value": "META RSU value (USD)"
}
]
}
]
},
"options": {
"legend": {
"calcs": [
"last",
"max"
],
"displayMode": "table",
"placement": "bottom"
},
"tooltip": {
"mode": "single",
"sort": "desc"
}
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "time_series",
"rawSql": "SELECT valuation_date::timestamp AS \"time\", total_value AS rsu_value FROM daily_account_valuation WHERE account_id = '72d34e09-c1a6-41aa-99ea-abe3305ecc4a' AND $__timeFilter(valuation_date) ORDER BY valuation_date"
}
]
}
],
"refresh": "5m",