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.
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"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"
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}
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]
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},
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{
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"id": 27,
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"title": "META RSU vest value — Schwab account",
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"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.",
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"type": "timeseries",
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"datasource": {
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"type": "grafana-postgresql-datasource",
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"uid": "wealth-pg"
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},
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"gridPos": {
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"h": 9,
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"w": 24,
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"x": 0,
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"y": 118
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},
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"fieldConfig": {
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"defaults": {
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"color": {
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"mode": "fixed",
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"fixedColor": "blue"
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},
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"unit": "currencyUSD",
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"decimals": 0,
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"custom": {
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"drawStyle": "line",
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"lineWidth": 2,
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"fillOpacity": 25,
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"pointSize": 4,
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"showPoints": "never",
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"spanNulls": true,
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"axisPlacement": "auto",
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"stacking": {
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"group": "A",
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"mode": "none"
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}
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}
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},
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"overrides": [
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{
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"matcher": {
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"id": "byName",
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"options": "rsu_value"
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},
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"properties": [
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{
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"id": "displayName",
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"value": "META RSU value (USD)"
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}
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]
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}
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]
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},
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"options": {
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"legend": {
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"calcs": [
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"last",
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"max"
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],
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"displayMode": "table",
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"placement": "bottom"
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},
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"tooltip": {
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"mode": "single",
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"sort": "desc"
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}
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},
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"targets": [
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{
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"refId": "A",
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"datasource": {
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"type": "grafana-postgresql-datasource",
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"uid": "wealth-pg"
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},
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"rawQuery": true,
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"editorMode": "code",
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"format": "time_series",
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"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"
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}
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]
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}
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],
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"refresh": "5m",
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