diff --git a/stacks/monitoring/modules/monitoring/dashboards/wealth.json b/stacks/monitoring/modules/monitoring/dashboards/wealth.json index 4d3a2dd8..cf3d9f1b 100644 --- a/stacks/monitoring/modules/monitoring/dashboards/wealth.json +++ b/stacks/monitoring/modules/monitoring/dashboards/wealth.json @@ -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",