infra/stacks/monitoring/modules
Viktor Barzin af077112cb monitoring(wealth): META vest + sell PNL tables with FIFO cost basis
Two new bottom-of-dashboard tables:

Panel 28 'META vests — value at vest vs today': one row per BUY
activity. Shows vest-day price * shares + what those same shares
would be worth at today's META quote, plus the hypo P&L if Viktor
had held everything (color-text on the gain columns).

Panel 29 'META sells — realized PNL vs if held until today':
one row per SELL with FIFO-matched cost basis (LEAST/GREATEST
overlap in cumulative-share space). Shows realized P&L, the
counterfactual P&L had he held until today, and the
'missed by' delta = (today_price - sell_price) * shares.

Both pull today_price dynamically from quote_latest via a CTE so
they self-update as Yahoo updates the META quote. Schwab account
is empty so no live activity is expected.
2026-05-22 14:16:57 +00:00
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monitoring monitoring(wealth): META vest + sell PNL tables with FIFO cost basis 2026-05-22 14:16:57 +00:00