Viktor Barzin
2841347ec2
The broker-sync Fidelity provider emits 'unrealised-gains-offset' DEPOSIT activities to reconcile Wealthfolio's total with the PlanViewer reported pot, because Wealthfolio doesn't track pension fund units directly. Wealthfolio's data model treats that DEPOSIT as a cash contribution, which double-inflates net_contribution and zeroes out the implied growth. Add a Postgres view 'dav_corrected' in wealthfolio_sync that subtracts the cumulative gains-offset from net_contribution per account per date (re-exporting as 'net_contribution' so it's a drop-in replacement). All 17 wealth dashboard panels that compute contribution/growth/ROI now read from the view. Total impact: portfolio Growth jumps from £301,753.19 to £337,474.39 (exactly the £35,721.20 Fidelity offset that was previously miscategorised). |
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