Portfolio Performance Report
{{ timestamp }}
Total Return
{{ performance.total_return | percent }}
Sharpe Ratio
{{ performance.sharpe_ratio | round(2) }}
Volatility
{{ performance.volatility | percent }}
Max Drawdown
{{ performance.max_drawdown | percent }}
{% if holdings %}
Holdings
Symbol
Shares
Price
Value
Return
{% for holding in holdings %}
{{ holding.symbol }}
{{ holding.quantity }}
{{ holding.current_price | currency }}
{{ holding.current_value | currency }}
{{ holding.return_pct | percent }}
{% endfor %}
{% endif %}