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monitoring(wealth): move 12mo return to top bar, shrink to w=4

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Trailing 12-month investment return % was a full-width stat at y=59.
Now sits inline with Net worth / Contribution / Growth / ROI as the
fifth headline number — top-row stats reflowed from w=6 (×4) to w=5
(×4) + w=4 (×1). Title shortened to "12mo return" so it fits.
Panels below the old row shifted up by 4 rows to close the gap.
This commit is contained in:
Viktor Barzin 2026-04-26 18:19:24 +00:00
parent 532285e48c
commit bb28485ce0
1 changed files with 10 additions and 10 deletions
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20
stacks/monitoring/modules/monitoring/dashboards/wealth.json
View file

@ -23,7 +23,7 @@
"title": "Net worth (current)",
"type": "stat",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 4, "w": 6, "x": 0, "y": 0},
"gridPos": {"h": 4, "w": 5, "x": 0, "y": 0},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
@ -57,7 +57,7 @@
"description": "Total deposits minus withdrawals across all accounts.",
"type": "stat",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 4, "w": 6, "x": 6, "y": 0},
"gridPos": {"h": 4, "w": 5, "x": 5, "y": 0},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
@ -91,7 +91,7 @@
"description": "Net worth minus net contribution — the gain on everything you've put in.",
"type": "stat",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 4, "w": 6, "x": 12, "y": 0},
"gridPos": {"h": 4, "w": 5, "x": 10, "y": 0},
"fieldConfig": {
"defaults": {
"unit": "currencyGBP",
@ -132,7 +132,7 @@
"description": "Growth / net contribution × 100. Excludes accounts with zero/negative contribution (Schwab) to avoid distortion.",
"type": "stat",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 4, "w": 6, "x": 18, "y": 0},
"gridPos": {"h": 4, "w": 5, "x": 15, "y": 0},
"fieldConfig": {
"defaults": {
"unit": "percent",
@ -439,11 +439,11 @@
},
{
"id": 11,
"title": "Trailing 12-month investment return %",
"title": "12mo return",
"description": "Modified-Dietz return over the trailing 12 months: market_gain / (nw_12mo_ago + 0.5 × contributions_12mo). Excludes new money in — answers 'how did my investments perform' rather than 'how much did my net worth change'.",
"type": "stat",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 4, "w": 24, "x": 0, "y": 59},
"gridPos": {"h": 4, "w": 4, "x": 20, "y": 0},
"fieldConfig": {
"defaults": {
"unit": "percent",
@ -466,7 +466,7 @@
"justifyMode": "center",
"orientation": "auto",
"reduceOptions": {"calcs": ["lastNotNull"], "fields": "", "values": false},
"textMode": "value"
"textMode": "auto"
},
"targets": [
{
@ -485,7 +485,7 @@
"description": "Modified-Dietz return per calendar year: market_gain / (nw_start + 0.5 × contributions). Pure investment performance — excludes new contributions, so a £100k vest doesn't show as 100% growth. Negative bars = market losses (e.g., 2022 bear market).",
"type": "barchart",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 11, "w": 24, "x": 0, "y": 63},
"gridPos": {"h": 11, "w": 24, "x": 0, "y": 59},
"fieldConfig": {
"defaults": {
"color": {"mode": "thresholds"},
@ -545,7 +545,7 @@
"description": "Each calendar year's net worth change split into 'new money in' (contributions − withdrawals) and 'market gain' (everything else: price appreciation, dividends, etc.). Shows whether you grew because you saved or because the market did the work. Negative bars = withdrawals or market losses.",
"type": "barchart",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 11, "w": 24, "x": 0, "y": 74},
"gridPos": {"h": 11, "w": 24, "x": 0, "y": 70},
"fieldConfig": {
"defaults": {
"color": {"mode": "palette-classic"},
@ -611,7 +611,7 @@
"description": "(market value − net contribution) / net contribution × 100, latest snapshot. Excludes accounts with zero/negative net contribution (Schwab — RSU vests sold = negative contribution distorts the ratio). Pension shows 0% because Wealthfolio doesn't track underlying fund holdings, so cost_basis = 0 and 'growth' is just the cash balance reported.",
"type": "barchart",
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
"gridPos": {"h": 10, "w": 24, "x": 0, "y": 85},
"gridPos": {"h": 10, "w": 24, "x": 0, "y": 81},
"fieldConfig": {
"defaults": {
"color": {"mode": "thresholds"},