{% extends "base.html" %} {% block content %}

Assets

{% if net_worth_assets %}
Total Tracked Asset Value
${{ "{:,.2f}".format(net_worth_assets) }}
Based on estimated / current values entered below
{% endif %}
+ Add Asset

What type of asset?

๐Ÿš— Vehicle
๐Ÿ“ˆ Investments
๐Ÿ  Real Estate
๐Ÿ”ง Equipment
โœจ Other Valuables

Vehicles

Personal

{% for car in personal %}
{{ car.display_name }}
{{ car.trim }}{% if car.color %} ยท {{ car.color }}{% endif %}
{{ car.owner }}
Total Spent
${{ car.total_spent | money }}
Est. Value
{% if car.estimated_value %}${{ "{:,.0f}".format(car.estimated_value) }}{% else %}โ€”{% endif %}
Gas Logs
{{ car.gas_log | length }}
Service Logs
{{ car.maintenance_log | length }}
+ Log Gas Fill-up
+ Log Maintenance / Repair
{% set recent_gas = car.gas_log[-3:] | reverse | list %} {% set recent_maint = car.maintenance_log[-3:] | reverse | list %} {% if recent_gas or recent_maint %}
Recent Activity {% if recent_gas %}
Gas
{% for e in recent_gas %}
{{ e.date }}${{ e.amount | money }}{% if e.gallons %}{{ e.gallons }} gal{% endif %} {{ e.notes }}
{% endfor %}{% endif %} {% if recent_maint %}
Maintenance
{% for e in recent_maint %}
{{ e.date }}${{ e.amount | money }}{{ e.get('description','') }} {{ e.notes }}
{% endfor %}{% endif %}
{% endif %}
Edit Details
{% endfor %}
{% if active_flips %}

Flip Inventory

+ Add Flip Car
{% for flip in active_flips %}
{{ flip.display_name }}
{{ flip.trim }}{% if flip.color %} ยท {{ flip.color }}{% endif %}
Flip
Purchased
${{ "{:,.0f}".format(flip.purchase_price) }}
Total In
${{ "{:,.0f}".format(flip.total_invested) }}
Expenses
{{ flip.expense_log | length }}
+ Log Personal Expense
{% if flip.expense_log %}
Expense Log{% for e in flip.expense_log | reverse %}
{{ e.date }}${{ e.amount | money }}{{ e.description }}
{% endfor %}
{% endif %}
โœ“ Mark as Sold
{% endfor %}
{% else %}

Flip Inventory

+ Add Flip Car

No active flips.

{% endif %} {% if sold_flips %}

Sold Flips

{% for flip in sold_flips %} {% set profit = flip.profit %} {% endfor %}
CarBought ForTotal InvestedSold ForProfit / LossSold
{{ flip.display_name }}{% if flip.color %} {{ flip.color }}{% endif %} ${{ "{:,.2f}".format(flip.purchase_price) }} ${{ "{:,.2f}".format(flip.total_invested) }} ${{ "{:,.2f}".format(flip.sale_price) }} {% if profit is not none %}{{ '+' if profit > 0 else '' }}${{ "{:,.2f}".format(profit) }}{% else %}โ€”{% endif %} {{ flip.sold_date }}
{% endif %}

๐Ÿ“ˆ How Investment Tracking Works

Add each investment account (Roth IRA, 401k, brokerage, etc.) using the + Add Asset button above and select Investments.

Once added, each card has an editable Current Value field. Update it whenever you check your account โ€” once a month is a good habit. Every time you update the value, the app logs a snapshot with today's date.

After two or more updates on different days, a growth chart will appear on the card automatically, showing your balance over time in green (growth) or red (decline) with the total change displayed.

{% for cat in asset_categories %}

{{ cat }}

{% set cat_assets = by_category[cat] %} {% if cat_assets %}
{% for a in cat_assets %}
{{ a.name }}
{% if a.notes %}
{{ a.notes }}
{% endif %}
{{ a.owner }}
Paid
{% if a.purchase_price %}${{ "{:,.0f}".format(a.purchase_price) }}{% else %}โ€”{% endif %}
Current Value
$
Date
{{ a.purchase_date or 'โ€”' }}
{% if a.value_history and a.value_history | length > 1 %}
Value History {% set first = a.value_history[0].value | float %} {% set last = a.value_history[-1].value | float %} {% set change = last - first %} {% if change >= 0 %} โ–ฒ ${{ change | money }} {% else %} โ–ผ ${{ change | abs | money }} {% endif %}
{% elif a.value_history and a.value_history | length == 1 %}
Update value again next month to start seeing growth chart.
{% endif %}
{% endfor %}
{% else %}

No {{ cat | lower }} added yet.

{% endif %}
{% endfor %} {% endblock %}