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monitoring(wealth): pair every delta panel with market-only twin

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User feedback: net-worth delta panels (1d/7d/30d/90d) confused
because +£174k over 90d looked too big against the £271k cumulative
unrealised gain. Decomposition showed the 90d delta was £114k of new
money in (contributions) + £60k of actual market gain.

So now the delta row shows BOTH:
  Δ Nd (all)  — net-worth change incl new money (the original number)
  Δ Nd (mkt)  — pure market gain, contributions stripped out

Pattern for "(mkt)" panels: same now_snap / past_snap CTEs but
selecting both total_value and net_contribution, then computing
(nw_delta - contrib_delta) = market_gain over window.

Layout: 8 panels at w=3 each on the y=4 row, paired by window
(all next to mkt for each timeframe), so you can see "wealth
change vs investment performance" at a glance.

Verified live (90d): all=+£174,612, mkt=+£60,343, contrib=+£114,268.
This commit is contained in:
Viktor Barzin 2026-05-06 20:25:33 +00:00
parent 87069ae5c3
commit 0f107aeacb
1 changed files with 279 additions and 11 deletions
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290
stacks/monitoring/modules/monitoring/dashboards/wealth.json
View file

@ -964,7 +964,8 @@
},
{
"id": 17,
"title": "Δ 1d",
"title": "Δ 1d (all)",
"description": "Net worth delta over the trailing window (latest snapshot minus snapshot from N days ago). Includes new money paid in (salary, vests, deposits) AND market gains.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
@ -972,7 +973,7 @@
},
"gridPos": {
"h": 4,
"w": 6,
"w": 3,
"x": 0,
"y": 4
},
@ -1028,8 +1029,9 @@
]
},
{
"id": 18,
"title": "Δ 7d",
"id": 21,
"title": "Δ 1d (mkt)",
"description": "Pure market gain over the trailing window — net-worth delta minus net-contribution delta. Excludes new money paid in. Apples-to-apples with the Growth panel.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
@ -1037,7 +1039,73 @@
},
"gridPos": {
"h": 4,
"w": 6,
"w": 3,
"x": 3,
"y": 4
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"color": {
"mode": "thresholds"
},
"decimals": 0,
"thresholds": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": 0
}
]
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "area",
"justifyMode": "center",
"orientation": "auto",
"reduceOptions": {
"calcs": [
"lastNotNull"
],
"fields": "",
"values": false
},
"textMode": "auto"
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH active_count AS (SELECT COUNT(*) AS n FROM accounts), max_complete AS (SELECT MAX(valuation_date) AS d FROM (SELECT d.valuation_date, COUNT(*) AS c FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), now_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC), past_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d - INTERVAL '1 day' FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC) SELECT ((SELECT SUM(total_value) FROM now_snap) - (SELECT SUM(total_value) FROM past_snap)) - ((SELECT SUM(net_contribution) FROM now_snap) - (SELECT SUM(net_contribution) FROM past_snap)) AS market_delta"
}
]
},
{
"id": 18,
"title": "Δ 7d (all)",
"description": "Net worth delta over the trailing window (latest snapshot minus snapshot from N days ago). Includes new money paid in (salary, vests, deposits) AND market gains.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 3,
"x": 6,
"y": 4
},
@ -1093,8 +1161,9 @@
]
},
{
"id": 19,
"title": "Δ 30d",
"id": 22,
"title": "Δ 7d (mkt)",
"description": "Pure market gain over the trailing window — net-worth delta minus net-contribution delta. Excludes new money paid in. Apples-to-apples with the Growth panel.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
@ -1102,7 +1171,73 @@
},
"gridPos": {
"h": 4,
"w": 6,
"w": 3,
"x": 9,
"y": 4
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"color": {
"mode": "thresholds"
},
"decimals": 0,
"thresholds": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": 0
}
]
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "area",
"justifyMode": "center",
"orientation": "auto",
"reduceOptions": {
"calcs": [
"lastNotNull"
],
"fields": "",
"values": false
},
"textMode": "auto"
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH active_count AS (SELECT COUNT(*) AS n FROM accounts), max_complete AS (SELECT MAX(valuation_date) AS d FROM (SELECT d.valuation_date, COUNT(*) AS c FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), now_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC), past_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d - INTERVAL '7 days' FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC) SELECT ((SELECT SUM(total_value) FROM now_snap) - (SELECT SUM(total_value) FROM past_snap)) - ((SELECT SUM(net_contribution) FROM now_snap) - (SELECT SUM(net_contribution) FROM past_snap)) AS market_delta"
}
]
},
{
"id": 19,
"title": "Δ 30d (all)",
"description": "Net worth delta over the trailing window (latest snapshot minus snapshot from N days ago). Includes new money paid in (salary, vests, deposits) AND market gains.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 3,
"x": 12,
"y": 4
},
@ -1158,8 +1293,9 @@
]
},
{
"id": 20,
"title": "Δ 90d",
"id": 23,
"title": "Δ 30d (mkt)",
"description": "Pure market gain over the trailing window — net-worth delta minus net-contribution delta. Excludes new money paid in. Apples-to-apples with the Growth panel.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
@ -1167,7 +1303,73 @@
},
"gridPos": {
"h": 4,
"w": 6,
"w": 3,
"x": 15,
"y": 4
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"color": {
"mode": "thresholds"
},
"decimals": 0,
"thresholds": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": 0
}
]
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "area",
"justifyMode": "center",
"orientation": "auto",
"reduceOptions": {
"calcs": [
"lastNotNull"
],
"fields": "",
"values": false
},
"textMode": "auto"
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH active_count AS (SELECT COUNT(*) AS n FROM accounts), max_complete AS (SELECT MAX(valuation_date) AS d FROM (SELECT d.valuation_date, COUNT(*) AS c FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), now_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC), past_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d - INTERVAL '30 days' FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC) SELECT ((SELECT SUM(total_value) FROM now_snap) - (SELECT SUM(total_value) FROM past_snap)) - ((SELECT SUM(net_contribution) FROM now_snap) - (SELECT SUM(net_contribution) FROM past_snap)) AS market_delta"
}
]
},
{
"id": 20,
"title": "Δ 90d (all)",
"description": "Net worth delta over the trailing window (latest snapshot minus snapshot from N days ago). Includes new money paid in (salary, vests, deposits) AND market gains.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 3,
"x": 18,
"y": 4
},
@ -1222,6 +1424,72 @@
}
]
},
{
"id": 24,
"title": "Δ 90d (mkt)",
"description": "Pure market gain over the trailing window — net-worth delta minus net-contribution delta. Excludes new money paid in. Apples-to-apples with the Growth panel.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 3,
"x": 21,
"y": 4
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"color": {
"mode": "thresholds"
},
"decimals": 0,
"thresholds": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": 0
}
]
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "area",
"justifyMode": "center",
"orientation": "auto",
"reduceOptions": {
"calcs": [
"lastNotNull"
],
"fields": "",
"values": false
},
"textMode": "auto"
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH active_count AS (SELECT COUNT(*) AS n FROM accounts), max_complete AS (SELECT MAX(valuation_date) AS d FROM (SELECT d.valuation_date, COUNT(*) AS c FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), now_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC), past_snap AS (SELECT DISTINCT ON (d.account_id) d.total_value, d.net_contribution FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE d.valuation_date <= (SELECT d - INTERVAL '90 days' FROM max_complete) ORDER BY d.account_id, d.valuation_date DESC) SELECT ((SELECT SUM(total_value) FROM now_snap) - (SELECT SUM(total_value) FROM past_snap)) - ((SELECT SUM(net_contribution) FROM now_snap) - (SELECT SUM(net_contribution) FROM past_snap)) AS market_delta"
}
]
},
{
"id": 12,
"title": "Yearly investment return %",