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infra/stacks/monitoring/modules/monitoring/dashboards/wealth.json
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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{
"annotations": {
"list": [
{
"builtIn": 1,
"datasource": {
"type": "datasource",
"uid": "grafana"
},
"enable": true,
"hide": true,
"iconColor": "rgba(0, 211, 255, 1)",
"name": "Annotations & Alerts",
"type": "dashboard"
},
{
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"enable": true,
"hide": false,
"iconColor": "purple",
"name": "Milestones",
"target": {
"rawQuery": true,
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"format": "table",
"refId": "Anno",
"rawSql": "WITH daily AS (SELECT d.valuation_date, SUM(d.total_value) AS nw FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date), crossings AS (SELECT t, (SELECT MIN(valuation_date) FROM daily WHERE nw >= t::numeric) AS d FROM unnest(ARRAY[100000, 250000, 500000, 750000, 1000000]) AS t) SELECT d::timestamptz AS time, '£' || CASE WHEN t >= 1000000 THEN (t/1000000)::int::text || 'M' ELSE (t/1000)::int::text || 'k' END AS text FROM crossings WHERE d IS NOT NULL ORDER BY d"
}
}
]
},
"description": "Wealth — net worth, contributions, and growth over time. Backed by the wealthfolio_sync PG mirror of Wealthfolio's SQLite, refreshed hourly by the pg-sync sidecar.",
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}
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"id": 4,
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}
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"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
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"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)), series AS (SELECT valuation_date, SUM(total_value) AS nw FROM daily_account_valuation WHERE $__timeFilter(valuation_date) AND valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date), labeled AS (SELECT valuation_date, nw, LAG(nw) OVER (ORDER BY valuation_date) AS prev_nw, LEAD(nw) OVER (ORDER BY valuation_date) AS next_nw FROM series) SELECT valuation_date::timestamp AS \"time\", nw AS net_worth, CASE WHEN (prev_nw IS NOT NULL AND nw < prev_nw) OR (next_nw IS NOT NULL AND next_nw < nw) THEN nw END AS decline FROM labeled ORDER BY valuation_date"
}
]
},
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"id": 6,
"title": "Net contribution vs market value",
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"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
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"h": 10,
"w": 12,
"x": 0,
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"unit": "currencyGBP",
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"drawStyle": "line",
"lineWidth": 2,
"fillOpacity": 0,
"pointSize": 4,
"showPoints": "never",
"spanNulls": true,
"axisPlacement": "auto",
"stacking": {
"group": "A",
"mode": "none"
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"options": "market_value"
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"fixedColor": "green"
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{
"id": "displayName",
"value": "Market value"
}
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{
"matcher": {
"id": "byName",
"options": "net_contribution"
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"properties": [
{
"id": "color",
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"mode": "fixed",
"fixedColor": "blue"
}
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{
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"value": "Net contribution"
}
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"displayMode": "table",
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"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
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"format": "time_series",
"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 dav_corrected d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)) SELECT valuation_date::timestamp AS \"time\", SUM(net_contribution) AS net_contribution, SUM(total_value) AS market_value FROM dav_corrected WHERE $__timeFilter(valuation_date) AND valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date ORDER BY valuation_date"
}
]
},
{
"id": 7,
"title": "Growth (market value − contribution) over time",
"description": "Unrealised gain across all accounts. Filled area to emphasise the wealth created above the contributed capital. Declining segments overlaid in red.",
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"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 10,
"w": 12,
"x": 12,
"y": 22
},
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"defaults": {
"color": {
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"unit": "currencyGBP",
"decimals": 2,
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"fillOpacity": 50,
"gradientMode": "opacity",
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"axisPlacement": "auto",
"stacking": {
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}
},
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"matcher": {
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"id": "displayName",
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},
{
"matcher": {
"id": "byName",
"options": "decline"
},
"properties": [
{
"id": "displayName",
"value": "Decline"
},
{
"id": "color",
"value": {
"mode": "fixed",
"fixedColor": "red"
}
},
{
"id": "custom.spanNulls",
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"uid": "wealth-pg"
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"format": "time_series",
"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 dav_corrected d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), series AS (SELECT valuation_date, (SUM(total_value) - SUM(net_contribution)) AS g FROM dav_corrected WHERE $__timeFilter(valuation_date) AND valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date), labeled AS (SELECT valuation_date, g, LAG(g) OVER (ORDER BY valuation_date) AS prev_g, LEAD(g) OVER (ORDER BY valuation_date) AS next_g FROM series) SELECT valuation_date::timestamp AS \"time\", g AS growth, CASE WHEN (prev_g IS NOT NULL AND g < prev_g) OR (next_g IS NOT NULL AND next_g < g) THEN g END AS decline FROM labeled ORDER BY valuation_date"
}
]
},
{
"id": 8,
"title": "Per-account stacked — total value",
"description": "Stacked area showing each account's contribution to total net worth over time. Useful for spotting which account drives the trajectory.",
"type": "timeseries",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
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"w": 24,
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},
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},
"unit": "currencyGBP",
"decimals": 2,
"custom": {
"drawStyle": "line",
"lineWidth": 1,
"fillOpacity": 70,
"pointSize": 3,
"showPoints": "never",
"spanNulls": true,
"axisPlacement": "auto",
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}
]
},
{
"id": 9,
"title": "Cash vs invested (stacked)",
"description": "Daily breakdown of uninvested broker cash vs market value of investments. WORKPLACE_PENSION accounts (Fidelity) are reclassified entirely as invested — Wealthfolio dumps pension wrappers into cash_balance because it doesn't track the underlying fund holdings, but they are not actually cash.",
"type": "timeseries",
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"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
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"w": 24,
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"showPoints": "never",
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"options": "cash"
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}
},
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},
{
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"placement": "bottom"
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},
"targets": [
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"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "time_series",
"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)) SELECT d.valuation_date::timestamp AS \"time\", SUM(CASE WHEN a.account_type = 'WORKPLACE_PENSION' THEN 0 ELSE d.cash_balance END) AS cash, SUM(CASE WHEN a.account_type = 'WORKPLACE_PENSION' THEN d.cash_balance + d.investment_market_value ELSE d.investment_market_value END) AS invested FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE $__timeFilter(d.valuation_date) AND d.valuation_date <= (SELECT d FROM max_complete) GROUP BY d.valuation_date ORDER BY d.valuation_date"
}
]
},
{
"id": 10,
"title": "Activity log",
"description": "Recent activities (BUY / SELL / DEPOSIT / WITHDRAWAL / DIVIDEND / etc.) across all accounts. Limited to 100 most recent.",
"type": "table",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 14,
"w": 24,
"x": 0,
"y": 104
},
"fieldConfig": {
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"align": "auto",
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}
},
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{
"matcher": {
"id": "byName",
"options": "amount"
},
"properties": [
{
"id": "unit",
"value": "currencyGBP"
}
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]
},
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"cellHeight": "sm",
"footer": {
"show": false
}
},
"targets": [
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"refId": "A",
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"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
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"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "SELECT a.activity_date AS \"date\", acc.name AS \"account\", a.activity_type AS \"type\", a.asset_id AS \"asset\", a.quantity AS \"qty\", a.unit_price AS \"unit_price\", a.amount AS \"amount\", a.currency AS \"ccy\", a.notes AS \"notes\" FROM activities a LEFT JOIN accounts acc ON acc.id = a.account_id WHERE $__timeFilter(a.activity_date) ORDER BY a.activity_date DESC LIMIT 100"
}
]
},
{
"id": 11,
"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",
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"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 3,
"x": 15,
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"color": "yellow",
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"rawSql": "WITH latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.valuation_date AS d_now, d.total_value AS nw_now, d.net_contribution AS contrib_now FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), ago AS (SELECT DISTINCT ON (l.account_id) l.account_id, d.total_value AS nw_ago, d.net_contribution AS contrib_ago FROM latest l JOIN dav_corrected d ON d.account_id = l.account_id AND d.valuation_date <= l.d_now - INTERVAL '12 months' ORDER BY l.account_id, d.valuation_date DESC), agg AS (SELECT (SELECT SUM(nw_now) FROM latest) AS nw_now, (SELECT SUM(contrib_now) FROM latest) AS contrib_now, (SELECT SUM(nw_ago) FROM ago) AS nw_ago, (SELECT SUM(contrib_ago) FROM ago) AS contrib_ago) SELECT ROUND((((nw_now - nw_ago - (contrib_now - contrib_ago)) / NULLIF(nw_ago + 0.5 * (contrib_now - contrib_ago), 0)) * 100)::numeric, 2) AS pct_12mo FROM agg"
}
]
},
{
"id": 15,
"title": "12mo contrib",
"description": "Net contributions (deposits − withdrawals) over the trailing 12 months. How much new money you put in — independent of market movement.",
"type": "stat",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
"h": 4,
"w": 3,
"x": 18,
"y": 0
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"rawSql": "WITH latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.valuation_date AS d_now, d.total_value AS nw_now, d.net_contribution AS contrib_now FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), ago AS (SELECT DISTINCT ON (l.account_id) l.account_id, d.total_value AS nw_ago, d.net_contribution AS contrib_ago FROM latest l JOIN dav_corrected d ON d.account_id = l.account_id AND d.valuation_date <= l.d_now - INTERVAL '12 months' ORDER BY l.account_id, d.valuation_date DESC), agg AS (SELECT (SELECT SUM(nw_now) FROM latest) AS nw_now, (SELECT SUM(contrib_now) FROM latest) AS contrib_now, (SELECT SUM(nw_ago) FROM ago) AS nw_ago, (SELECT SUM(contrib_ago) FROM ago) AS contrib_ago) SELECT (contrib_now - contrib_ago) AS contrib_12mo FROM agg"
}
]
},
{
"id": 16,
"title": "12mo gain",
"description": "Trailing 12-month market gain in £ — the change in net worth minus net contributions. What the markets gave you, separate from money you added in.",
"type": "stat",
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"uid": "wealth-pg"
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"gridPos": {
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"w": 3,
"x": 21,
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"rawSql": "WITH latest AS (SELECT DISTINCT ON (d.account_id) d.account_id, d.valuation_date AS d_now, d.total_value AS nw_now, d.net_contribution AS contrib_now FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC), ago AS (SELECT DISTINCT ON (l.account_id) l.account_id, d.total_value AS nw_ago, d.net_contribution AS contrib_ago FROM latest l JOIN dav_corrected d ON d.account_id = l.account_id AND d.valuation_date <= l.d_now - INTERVAL '12 months' ORDER BY l.account_id, d.valuation_date DESC), agg AS (SELECT (SELECT SUM(nw_now) FROM latest) AS nw_now, (SELECT SUM(contrib_now) FROM latest) AS contrib_now, (SELECT SUM(nw_ago) FROM ago) AS nw_ago, (SELECT SUM(contrib_ago) FROM ago) AS contrib_ago) SELECT ((nw_now - nw_ago) - (contrib_now - contrib_ago)) AS gain_12mo FROM agg"
}
]
},
{
"id": 17,
"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": {
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"uid": "wealth-pg"
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"w": 6,
"x": 0,
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"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 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 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) AS delta"
}
]
},
{
"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",
"uid": "wealth-pg"
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"w": 6,
"x": 0,
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"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 dav_corrected 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 dav_corrected 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 dav_corrected 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": {
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"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 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 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) AS delta"
}
]
},
{
"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",
"uid": "wealth-pg"
},
"gridPos": {
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"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 dav_corrected 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 dav_corrected 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 dav_corrected 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": {
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"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 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 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) AS delta"
}
]
},
{
"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": {
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"uid": "wealth-pg"
},
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}
]
},
{
"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": {
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"uid": "wealth-pg"
},
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"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 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 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) AS delta"
}
]
},
{
"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"
},
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"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 dav_corrected 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 dav_corrected 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 dav_corrected 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 %",
"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",
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"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"gridPos": {
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"w": 24,
"x": 0,
"y": 61
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"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 dav_corrected d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), yearly AS (SELECT EXTRACT(YEAR FROM valuation_date)::int AS yr, valuation_date, SUM(total_value) AS nw, SUM(net_contribution) AS contrib FROM dav_corrected WHERE valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date), endpoints AS (SELECT yr, (array_agg(nw ORDER BY valuation_date ASC))[1] AS nw_start, (array_agg(nw ORDER BY valuation_date DESC))[1] AS nw_end, (array_agg(contrib ORDER BY valuation_date ASC))[1] AS contrib_start, (array_agg(contrib ORDER BY valuation_date DESC))[1] AS contrib_end FROM yearly GROUP BY yr) SELECT yr::text AS year, ROUND((((nw_end - nw_start - (contrib_end - contrib_start)) / NULLIF(nw_start + 0.5 * (contrib_end - contrib_start), 0)) * 100)::numeric, 2) AS return_pct FROM endpoints WHERE (nw_start + 0.5 * (contrib_end - contrib_start)) > 0 ORDER BY yr"
}
]
},
{
"id": 13,
"title": "Annual change decomposition — contributions vs market gain",
"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",
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"uid": "wealth-pg"
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"x": 0,
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"gradientMode": "none",
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},
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"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 dav_corrected d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), yearly AS (SELECT EXTRACT(YEAR FROM valuation_date)::int AS yr, valuation_date, SUM(total_value) AS nw, SUM(net_contribution) AS contrib FROM dav_corrected WHERE valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date), endpoints AS (SELECT yr, (array_agg(nw ORDER BY valuation_date ASC))[1] AS nw_start, (array_agg(nw ORDER BY valuation_date DESC))[1] AS nw_end, (array_agg(contrib ORDER BY valuation_date ASC))[1] AS contrib_start, (array_agg(contrib ORDER BY valuation_date DESC))[1] AS contrib_end FROM yearly GROUP BY yr) SELECT yr::text AS year, ROUND((contrib_end - contrib_start)::numeric, 0) AS contributions, ROUND((nw_end - nw_start - (contrib_end - contrib_start))::numeric, 0) AS market_gain FROM endpoints ORDER BY yr"
}
]
},
{
"id": 25,
"title": "Monthly contributions vs market gain",
"description": "Each month's net contributions vs market gain as two lines. Where the green (market) line crosses above the blue (contributions) line is when investments out-earn savings for that month. Months below zero on the green line = market drawdowns.",
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"format": "time_series",
"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 dav_corrected d JOIN accounts a ON a.id = d.account_id GROUP BY d.valuation_date) x WHERE c >= (SELECT n FROM active_count)), monthly AS (SELECT date_trunc('month', valuation_date)::date AS month, valuation_date, SUM(total_value) AS nw, SUM(net_contribution) AS contrib FROM dav_corrected WHERE valuation_date <= (SELECT d FROM max_complete) GROUP BY valuation_date), endpoints AS (SELECT month, (array_agg(nw ORDER BY valuation_date ASC))[1] AS nw_start, (array_agg(nw ORDER BY valuation_date DESC))[1] AS nw_end, (array_agg(contrib ORDER BY valuation_date ASC))[1] AS contrib_start, (array_agg(contrib ORDER BY valuation_date DESC))[1] AS contrib_end FROM monthly GROUP BY month) SELECT month::timestamp AS time, ROUND((contrib_end - contrib_start)::numeric, 0) AS contributions, ROUND((nw_end - nw_start - (contrib_end - contrib_start))::numeric, 0) AS market_gain FROM endpoints ORDER BY month"
}
]
},
{
"id": 14,
"title": "Per-account ROI %",
"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.",
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"uid": "wealth-pg"
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"rawSql": "WITH latest AS (SELECT DISTINCT ON (d.account_id) a.name, d.total_value, d.net_contribution FROM dav_corrected d JOIN accounts a ON a.id = d.account_id ORDER BY d.account_id, d.valuation_date DESC) SELECT name AS account, ROUND(((total_value - net_contribution) / NULLIF(net_contribution, 0) * 100)::numeric, 2) AS roi_pct FROM latest WHERE net_contribution > 0 ORDER BY roi_pct DESC"
}
]
},
{
"id": 26,
"title": "Positions",
"description": "Currently-held positions: shares, cost basis, latest market price, and unrealised return. Latest holdings_snapshots TOTAL aggregate + latest quote per asset.",
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"rawSql": "SELECT a.symbol, a.name, p.quantity AS shares, p.average_cost AS \"avg cost\", q.close AS \"last\", (p.quantity * q.close) AS \"market value\", p.total_cost_basis AS cost, ((p.quantity * q.close) - p.total_cost_basis) AS gain, CASE WHEN p.total_cost_basis > 0 THEN ((p.quantity * q.close) / p.total_cost_basis - 1) * 100 END AS \"return %\", p.currency, q.day AS \"as of\" FROM positions_latest p LEFT JOIN assets a ON a.id = p.asset_id LEFT JOIN quote_latest q ON q.asset_id = p.asset_id ORDER BY (p.quantity * q.close) DESC NULLS LAST"
}
]
},
{
"id": 27,
"title": "META RSU vest value — Schwab account",
"description": "Daily total value of Viktor's META RSU holdings in the Schwab workplace account, in USD. Vest schedule: 1,119 shares vested 2020-11 → 2026-02, all sold 2023-04 → 2026-02 as they vested. The Schwab account is now effectively empty (~$64 residual). Yahoo quote for META powers WF's daily mark.",
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"id": 28,
"title": "META vests — value at vest vs today",
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"rawSql": "WITH px AS (SELECT close AS today_price FROM quote_latest WHERE asset_id='4f60833d-0bfb-484f-8ee6-f129af72e137') SELECT activity_date::date AS vest_date, quantity AS shares, unit_price AS \"vest price\", (quantity*unit_price) AS \"vest value\", (SELECT today_price FROM px) AS \"today price\", (quantity * (SELECT today_price FROM px)) AS \"value today\", (quantity * ((SELECT today_price FROM px) - unit_price)) AS \"hypo gain\", (((SELECT today_price FROM px) / unit_price - 1) * 100) AS \"hypo %\" FROM activities WHERE asset_id='4f60833d-0bfb-484f-8ee6-f129af72e137' AND activity_type='BUY' ORDER BY activity_date"
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]
},
{
"id": 29,
"title": "META sells — realized PNL vs 'if held until today'",
"description": "One row per SELL, with vest-price matched FIFO against the original BUY lots. Realized P&L = (sell - matched vest) × shares. Missed-opportunity = (today's META price - sell price) × shares; positive means holding would have outperformed selling.",
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},
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"type": "color-text"
}
},
{
"id": "thresholds",
"value": {
"mode": "absolute",
"steps": [
{
"color": "red",
"value": null
},
{
"color": "green",
"value": 0
}
]
}
}
]
},
{
"matcher": {
"id": "byName",
"options": "missed by"
},
"properties": [
{
"id": "decimals",
"value": 2
},
{
"id": "unit",
"value": "currencyUSD"
},
{
"id": "custom.cellOptions",
"value": {
"type": "color-text"
}
},
{
"id": "thresholds",
"value": {
"mode": "absolute",
"steps": [
{
"color": "green",
"value": null
},
{
"color": "red",
"value": 0
}
]
}
}
]
}
]
},
"options": {
"cellHeight": "sm",
"footer": {
"show": true,
"reducer": [
"sum"
],
"fields": [
"shares",
"realized PNL",
"PNL if held",
"missed by"
]
}
},
"targets": [
{
"refId": "A",
"datasource": {
"type": "grafana-postgresql-datasource",
"uid": "wealth-pg"
},
"rawQuery": true,
"editorMode": "code",
"format": "table",
"rawSql": "WITH px AS (SELECT close AS today_price FROM quote_latest WHERE asset_id='4f60833d-0bfb-484f-8ee6-f129af72e137'), lots AS (SELECT activity_date::date AS vest_date, quantity, unit_price AS vest_price, SUM(quantity) OVER (ORDER BY activity_date, id) AS lot_end, SUM(quantity) OVER (ORDER BY activity_date, id) - quantity AS lot_start FROM activities WHERE asset_id='4f60833d-0bfb-484f-8ee6-f129af72e137' AND activity_type='BUY'), sells AS (SELECT activity_date::date AS sell_date, quantity AS sell_qty, unit_price AS sell_price, SUM(quantity) OVER (ORDER BY activity_date, id) AS sell_end, SUM(quantity) OVER (ORDER BY activity_date, id) - quantity AS sell_start FROM activities WHERE asset_id='4f60833d-0bfb-484f-8ee6-f129af72e137' AND activity_type='SELL'), matched AS (SELECT s.sell_date, s.sell_price, l.vest_price, GREATEST(LEAST(l.lot_end, s.sell_end) - GREATEST(l.lot_start, s.sell_start), 0::numeric) AS qty FROM sells s CROSS JOIN lots l WHERE LEAST(l.lot_end, s.sell_end) > GREATEST(l.lot_start, s.sell_start)) SELECT sell_date, SUM(qty) AS shares, MIN(sell_price) AS \"sell price\", (SUM(qty*vest_price)/SUM(qty)) AS \"vest price (FIFO)\", SUM(qty*(sell_price-vest_price)) AS \"realized PNL\", (SUM(qty) * ((SELECT today_price FROM px) - SUM(qty*vest_price)/SUM(qty))) AS \"PNL if held\", (SUM(qty) * ((SELECT today_price FROM px) - MIN(sell_price))) AS \"missed by\" FROM matched GROUP BY sell_date ORDER BY sell_date"
}
]
}
],
"refresh": "5m",
"schemaVersion": 39,
"tags": [
"finance",
"personal",
"wealth"
],
"templating": {
"list": []
},
"time": {
"from": "now-180d",
"to": "now"
},
"timepicker": {},
"timezone": "browser",
"title": "Wealth",
"uid": "wealth",
"version": 1
}
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