<%= t(".title") %>

<%= format_money(investment_statement.portfolio_value_money) %>

<% trend = investment_statement.unrealized_gains_trend %> <% if trend %>

<%= t(".total_return") %>: <%= format_money(Money.new(trend.value, Current.family.currency)) %> (<%= trend.percent_formatted %>)

<% end %>

<% holdings = investment_statement.top_holdings(limit: 5) %> <% if holdings.any? %>

<%= t(".holding") %>

<%= t(".weight") %>

<%= t(".value") %>

<%= t(".return") %>

<% holdings.each_with_index do |holding, idx| %>

<% if holding.security.logo_url.present? %>

<% else %>

<%= holding.ticker[0..1] %>

<% end %>

<%= holding.ticker %>

<%= truncate(holding.name, length: 20) %>

<%= number_to_percentage(holding.weight || 0, precision: 1) %>

<%= format_money(holding.amount_money) %>

<% if holding.trend %> <%= holding.trend.percent_formatted %> <% else %> - <% end %>

<% end %>

<% end %> <%# Investment Activity Summary %> <% totals = investment_statement.totals(period: period) %> <% if totals.trades_count > 0 %>

<%= t(".period_activity", period: period.label) %>

<%= t(".contributions") %>: <%= format_money(totals.contributions) %>

<%= t(".withdrawals") %>: <%= format_money(totals.withdrawals) %>

<%= t(".trades") %>: <%= totals.trades_count %>

<% end %>