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wealth dashboard: merge spend-down tiles into one compact table
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Viktor wanted the six separate spend-down stat tiles consolidated into a
single, more compact card with the figures laid out as rows.

Replaces stat panels 9220-9225 with one table panel (id 9220) in the
Overview row: 2 rows (Floor / 4% real) × 3 columns (per day / month /
year). Same underlying math and live values (£43/£1,315/£15,776 floor;
£133/£4,039/£48,463 at 4% real). w=9 instead of the full-width tile row,
so it takes ~a third of the width.

Note: this intentionally overrides the "table panels live at the bottom"
layout convention — Viktor chose to keep this headline KPI glanceable at
the top of the dashboard rather than scroll for it.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Viktor Barzin 2026-06-21 19:55:57 +00:00
parent 63add2a126
commit 85d42f2c13
1 changed files with 34 additions and 289 deletions
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323
stacks/monitoring/modules/monitoring/dashboards/wealth.json
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@ -2251,16 +2251,16 @@
},
{
"id": 9220,
"title": "Daily spend (floor)",
"description": "FLOOR \u2014 current net worth (including the locked pension) divided evenly across every day remaining until your 100th birthday (2098-10-04). Assumes cash: no growth, no inflation \u2014 a conservative lower bound on sustainable spend. Recomputed live, so it drifts up as net worth grows and the horizon shortens.",
"type": "stat",
"title": "Spend-down to \u00a30 at age 100",
"description": "How much you can spend to exhaust your net worth (pension included) by your 100th birthday (2098-10-04). FLOOR = treats the money as cash, no growth or inflation \u2014 a conservative lower bound. 4% REAL = die-with-zero annuity assuming the balance keeps earning 4% after inflation: PMT = NW\u00b7r/(1\u2212(1+r)^\u2212n). Computed live, so it drifts as net worth and the horizon move.",
"type": "table",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 4,
"w": 9,
"x": 0,
"y": 9
},
@ -2268,80 +2268,41 @@
"defaults": {
"unit": "currencyGBP",
"decimals": 0,
"color": {
"mode": "fixed",
"fixedColor": "blue"
"custom": {
"align": "auto",
"displayMode": "auto"
}
},
"overrides": []
"overrides": [
{
"matcher": {
"id": "byName",
"options": "Basis"
},
"properties": [
{
"id": "unit",
"value": "string"
},
{
"id": "custom.align",
"value": "left"
}
]
}
]
},
"options": {
"colorMode": "value",
"graphMode": "none",
"justifyMode": "center",
"orientation": "auto",
"reduceOptions": {
"calcs": [
"lastNotNull"
"showHeader": true,
"cellHeight": "sm",
"footer": {
"show": false,
"reducer": [
"sum"
],
"fields": "",
"values": false
},
"textMode": "auto"
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.total_value FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), nw AS (SELECT SUM(total_value) AS pv FROM latest), calc AS (SELECT pv, (DATE '2098-10-04' - CURRENT_DATE)::float8 AS days, (DATE '2098-10-04' - CURRENT_DATE)::float8/365.25 AS years, 0.04::float8 AS r FROM nw), pmt AS (SELECT pv, days, years, r, pv*r/(1-power(1+r,-years)) AS annual FROM calc) SELECT round((pv/years/365.25)::numeric,0) AS \"value\" FROM pmt"
"countRows": false,
"fields": ""
}
]
},
{
"id": 9221,
"title": "Monthly spend (floor)",
"description": "FLOOR \u2014 current net worth (including the locked pension) divided evenly across every month remaining until your 100th birthday (2098-10-04). Assumes cash: no growth, no inflation \u2014 a conservative lower bound on sustainable spend. Recomputed live, so it drifts up as net worth grows and the horizon shortens.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 4,
"x": 4,
"y": 9
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"decimals": 0,
"color": {
"mode": "fixed",
"fixedColor": "blue"
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "none",
"justifyMode": "center",
"orientation": "auto",
"reduceOptions": {
"calcs": [
"lastNotNull"
],
"fields": "",
"values": false
},
"textMode": "auto"
},
"targets": [
{
@ -2353,223 +2314,7 @@
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.total_value FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), nw AS (SELECT SUM(total_value) AS pv FROM latest), calc AS (SELECT pv, (DATE '2098-10-04' - CURRENT_DATE)::float8 AS days, (DATE '2098-10-04' - CURRENT_DATE)::float8/365.25 AS years, 0.04::float8 AS r FROM nw), pmt AS (SELECT pv, days, years, r, pv*r/(1-power(1+r,-years)) AS annual FROM calc) SELECT round((pv/years/12)::numeric,0) AS \"value\" FROM pmt"
}
]
},
{
"id": 9222,
"title": "Yearly spend (floor)",
"description": "FLOOR \u2014 current net worth (including the locked pension) divided evenly across every year remaining until your 100th birthday (2098-10-04). Assumes cash: no growth, no inflation \u2014 a conservative lower bound on sustainable spend. Recomputed live, so it drifts up as net worth grows and the horizon shortens.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 4,
"x": 8,
"y": 9
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"decimals": 0,
"color": {
"mode": "fixed",
"fixedColor": "blue"
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "none",
"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 latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.total_value FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), nw AS (SELECT SUM(total_value) AS pv FROM latest), calc AS (SELECT pv, (DATE '2098-10-04' - CURRENT_DATE)::float8 AS days, (DATE '2098-10-04' - CURRENT_DATE)::float8/365.25 AS years, 0.04::float8 AS r FROM nw), pmt AS (SELECT pv, days, years, r, pv*r/(1-power(1+r,-years)) AS annual FROM calc) SELECT round((pv/years)::numeric,0) AS \"value\" FROM pmt"
}
]
},
{
"id": 9223,
"title": "Daily spend (4% real)",
"description": "DIE-WITH-ZERO at age 100 \u2014 the constant, inflation-adjusted amount you can spend each day while the balance keeps earning 4% real, draining to \u00a30 on your 100th birthday (2098-10-04). Annuity PMT = NW\u00b7r/(1\u2212(1+r)^\u2212n), r = 4% real, n = years to 100. Includes the locked pension.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 4,
"x": 12,
"y": 9
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"decimals": 0,
"color": {
"mode": "fixed",
"fixedColor": "green"
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "none",
"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 latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.total_value FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), nw AS (SELECT SUM(total_value) AS pv FROM latest), calc AS (SELECT pv, (DATE '2098-10-04' - CURRENT_DATE)::float8 AS days, (DATE '2098-10-04' - CURRENT_DATE)::float8/365.25 AS years, 0.04::float8 AS r FROM nw), pmt AS (SELECT pv, days, years, r, pv*r/(1-power(1+r,-years)) AS annual FROM calc) SELECT round((annual/365.25)::numeric,0) AS \"value\" FROM pmt"
}
]
},
{
"id": 9224,
"title": "Monthly spend (4% real)",
"description": "DIE-WITH-ZERO at age 100 \u2014 the constant, inflation-adjusted amount you can spend each month while the balance keeps earning 4% real, draining to \u00a30 on your 100th birthday (2098-10-04). Annuity PMT = NW\u00b7r/(1\u2212(1+r)^\u2212n), r = 4% real, n = years to 100. Includes the locked pension.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 4,
"x": 16,
"y": 9
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"decimals": 0,
"color": {
"mode": "fixed",
"fixedColor": "green"
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "none",
"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 latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.total_value FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), nw AS (SELECT SUM(total_value) AS pv FROM latest), calc AS (SELECT pv, (DATE '2098-10-04' - CURRENT_DATE)::float8 AS days, (DATE '2098-10-04' - CURRENT_DATE)::float8/365.25 AS years, 0.04::float8 AS r FROM nw), pmt AS (SELECT pv, days, years, r, pv*r/(1-power(1+r,-years)) AS annual FROM calc) SELECT round((annual/12)::numeric,0) AS \"value\" FROM pmt"
}
]
},
{
"id": 9225,
"title": "Yearly spend (4% real)",
"description": "DIE-WITH-ZERO at age 100 \u2014 the constant, inflation-adjusted amount you can spend each year while the balance keeps earning 4% real, draining to \u00a30 on your 100th birthday (2098-10-04). Annuity PMT = NW\u00b7r/(1\u2212(1+r)^\u2212n), r = 4% real, n = years to 100. Includes the locked pension.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 4,
"x": 20,
"y": 9
},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
"decimals": 0,
"color": {
"mode": "fixed",
"fixedColor": "green"
}
},
"overrides": []
},
"options": {
"colorMode": "value",
"graphMode": "none",
"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 latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.total_value FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), nw AS (SELECT SUM(total_value) AS pv FROM latest), calc AS (SELECT pv, (DATE '2098-10-04' - CURRENT_DATE)::float8 AS days, (DATE '2098-10-04' - CURRENT_DATE)::float8/365.25 AS years, 0.04::float8 AS r FROM nw), pmt AS (SELECT pv, days, years, r, pv*r/(1-power(1+r,-years)) AS annual FROM calc) SELECT round((annual)::numeric,0) AS \"value\" FROM pmt"
"rawSql": "WITH latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.total_value FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), nw AS (SELECT SUM(total_value) AS pv FROM latest), calc AS (SELECT pv, (DATE '2098-10-04' - CURRENT_DATE)::float8 AS days, (DATE '2098-10-04' - CURRENT_DATE)::float8/365.25 AS years, 0.04::float8 AS r FROM nw), pmt AS (SELECT pv, days, years, r, pv*r/(1-power(1+r,-years)) AS annual FROM calc) SELECT b.label AS \"Basis\", round((CASE b.k WHEN 'floor' THEN pv/years/365.25 ELSE annual/365.25 END)::numeric,0) AS \"Per day\", round((CASE b.k WHEN 'floor' THEN pv/years/12 ELSE annual/12 END)::numeric,0) AS \"Per month\", round((CASE b.k WHEN 'floor' THEN pv/years ELSE annual END)::numeric,0) AS \"Per year\" FROM pmt, (VALUES (1,'floor','Floor'),(2,'real','4% real')) AS b(ord,k,label) ORDER BY b.ord"
}
]
}