Financial Intelligence
{{ selectedYear }}
PORTFOLIO COMMAND
Lifetime Net Worth
¥ {{ nFormatter(lifetimeStats.net) }}
Income
+{{ nFormatter(currentMonthStats.income) }}
Expense
-{{ nFormatter(currentMonthStats.expense) }}
Net
{{ nFormatter(currentMonthStats.net) }}
Savings Rate
{{ savingsRate }}%
Daily Trend [{{ selectedMonth }}月]
Savings Trend
Structure
Cashflow Log
{{ filteredTransactions.length }} ITEMS
{{ item.type === 'expense' ? 'OUT' : 'IN' }}
{{ safeTitle(item.title) }}
{{ item.date }}
[{{ item.category }}]
{{ item.type === 'expense' ? '-' : '+' }}{{ nFormatter(item.amount) }}
Current Book Value [当前持仓]
¥ {{ nFormatter(investmentStats.currentBookValue) }}
Assets deployed in market
Lifetime P&L [总盈亏]
{{ investmentStats.gains >= 0 ? '+' : '' }}{{ nFormatter(investmentStats.gains) }}
ROI: [{{ investmentStats.roi }}%]
Win Rate [胜率]
{{ investmentStats.winRate }}%
Trade Efficiency
Best Trade [最佳]
{{ safeTitle(investmentStats.bestTrade).split('|')[0] || '--' }}
{{ nFormatter(investmentStats.bestTradeVal) }}
[{{ investmentStats.bestTradeRoi }}%]
Worst Trade [最差]
{{ safeTitle(investmentStats.worstTrade).split('|')[0] || '--' }}
{{ nFormatter(investmentStats.worstTradeVal) }}
[{{ investmentStats.worstTradeRoi }}%]
Monthly P&L [月度盈亏]
Asset Allocation [资产分布]
Asset Name
Value / Alloc
No active positions
{{ h.name }}
{{ investmentStats.currentBookValue > 0 ? ((h.cost / investmentStats.currentBookValue)*100).toFixed(1) : '0.0' }}% Alloc
¥{{ nFormatter(h.cost) }}
COST BASIS
Live Transaction Stream
HISTORYNo history
{{ safeTitle(item.title).startsWith('Buy') ? 'BUY' : 'SELL' }}
{{ safeTitle(item.title).replace(/Buy: |Sell: |Loss: /, '') }}
{{ formatDateTime(item.created_at) }}
{{ item.category==='理财亏损' ? '-' : (item.type==='income' ? '+' : '') }}{{ nFormatter(item.amount) }}