{% extends "web/base.html" %} {% block title %}Portfolio | tcx{% endblock %} {% block page_label %}Portfolio{% endblock %} {% block content %}
Cash KRW {{ portfolio.cash_krw }}
Positions {{ portfolio.positions_count }}
Strategy {{ portfolio.strategy_id }}
Portfolio Sync

Broker-normalized state

{% if portfolio.warnings %}
Portfolio state needs attention {% for warning in portfolio.warnings %} {{ warning }} {% endfor %}
{% endif %}
{% csrf_token %} Plan portfolio review Plan risk check Plan rebalance review Browse reports
Reconciliation {% if portfolio.reconciliation %} {{ portfolio.reconciliation.status }} · {{ portfolio.reconciliation.broker_id }} / {{ portfolio.reconciliation.broker_account_id }} {{ portfolio.reconciliation.created_at }} {% else %} No reconciliation run yet. Run sync to create one. {% endif %}
Last sync {% if portfolio.last_sync %} {{ portfolio.last_sync.status }} · {{ portfolio.last_sync.broker_id }} {{ portfolio.last_sync.started_at }} {% else %} No broker sync run yet. Sync is optional for the local paper portfolio. {% endif %}
Holdings

{{ portfolio.portfolio_id }} / {{ portfolio.account_id }}

{% for position in portfolio.positions %} {% empty %} {% endfor %}
Symbol Quantity Average price Currency
{{ position.symbol }} {{ position.quantity }} {{ position.average_price }} {{ position.currency }}
No positions are recorded in the central paper portfolio.
{% endblock %}