-
<%= t("reports.investment_performance.holding") %>
-
<%= t("reports.investment_performance.weight") %>
-
<%= t("reports.investment_performance.value") %>
-
<%= t("reports.investment_performance.return") %>
+
<%= t("reports.investment_performance.holding") %>
+
<%= t("reports.investment_performance.weight") %>
+
<%= t("reports.investment_performance.value") %>
+
<%= t("reports.investment_performance.return") %>
<% investment_metrics[:top_holdings].each_with_index do |holding, idx| %>
-
+
<% if holding.security.brandfetch_icon_url.present? %>

<% elsif holding.security.logo_url.present? %>
@@ -84,9 +84,9 @@
<%= truncate(holding.name, length: 25) %>
-
<%= number_to_percentage(holding.weight || 0, precision: 1) %>
-
<%= format_money(holding.amount_money) %>
-
+
<%= number_to_percentage(holding.weight || 0, precision: 1) %>
+
<%= format_money(holding.amount_money) %>
+
<% if holding.trend %>
<%= holding.trend.percent_formatted %>
diff --git a/app/views/reports/_trends_insights.html.erb b/app/views/reports/_trends_insights.html.erb
index dcd1fa98f..5f5f865c7 100644
--- a/app/views/reports/_trends_insights.html.erb
+++ b/app/views/reports/_trends_insights.html.erb
@@ -8,32 +8,32 @@
<% if trends_data.any? %>
-
-
<%= t("reports.trends.month") %>
-
<%= t("reports.trends.income") %>
-
<%= t("reports.trends.expenses") %>
-
<%= t("reports.trends.net") %>
-
<%= t("reports.trends.savings_rate") %>
+
+
<%= t("reports.trends.month") %>
+
<%= t("reports.trends.income") %>
+
<%= t("reports.trends.expenses") %>
+
<%= t("reports.trends.net") %>
+
<%= t("reports.trends.savings_rate") %>
<% trends_data.each_with_index do |trend, idx| %>
-
-
">
+
+
">
<%= trend[:month] %>
<% if trend[:is_current_month] %>
(<%= t("reports.trends.current") %>)
<% end %>
-
+
<%= Money.new(trend[:income], Current.family.currency).format %>
-
+
<%= Money.new(trend[:expenses], Current.family.currency).format %>
-
">
+
">
<%= Money.new(trend[:net], Current.family.currency).format %>
-
">
+
">
<% savings_rate = trend[:income] > 0 ? ((trend[:net].to_f / trend[:income].to_f) * 100).round(1) : 0 %>
<%= savings_rate %>%