299b8a56d8
## Why Investment and retirement accounts show balance over time, but there's no way to see how much money was actually put in versus how much is current value. Users can't tell at a glance whether their investments are up or down. ## What Adds an "invested amount" tracking system across the full stack: **Backend** - New `invested_amount` column on `account_balances` (nullable bigInteger, cents, per-date) - Auto-sync from providers: Indexa Capital (instruments_cost + cash_amount), Bitpanda (fiat deposit/withdrawal history), Binance (90-day windowed deposit/withdrawal with crypto→fiat conversion) - Manual input support via Update Balance dialog - Historical invested amount data in all balance evolution APIs (net worth, account detail) **Frontend** - Dashed line on sparkline charts (dashboard + accounts page) showing per-point historical invested amount alongside balance - Dashed line on account detail charts (daily AreaChart + monthly ComposedChart) - Tooltips with labeled rows: Balance, Invested, Gain/loss (color-coded) - Invested amount column in balances history modal - Invested amount field in balance import wizard (CSV mapping) - Demo account seeder updated with invested amount data ## Screenshots <img width="1301" height="750" alt="image" src="https://github.com/user-attachments/assets/0f05ecd0-8b98-47b4-9fa4-027f0311e3bb" /> <img width="744" height="374" alt="image" src="https://github.com/user-attachments/assets/c4daa816-dee0-4f94-957f-317a13bc80d5" /> <img width="1267" height="738" alt="image" src="https://github.com/user-attachments/assets/21df350c-6954-4ff5-8b3c-b858df3a8b3a" /> <img width="1301" height="828" alt="image" src="https://github.com/user-attachments/assets/16f5f021-a926-4e8e-a999-c4ca32d1ea3d" /> <img width="1274" height="845" alt="image" src="https://github.com/user-attachments/assets/62f2dfc0-04f0-4bdb-b072-cf7cd1be77d3" /> |
||
|---|---|---|
| .. | ||
| AccountBalanceFactory.php | ||
| AccountFactory.php | ||
| AutomationRuleFactory.php | ||
| BankFactory.php | ||
| BankingConnectionFactory.php | ||
| BudgetFactory.php | ||
| BudgetPeriodFactory.php | ||
| BudgetTransactionFactory.php | ||
| CategoryFactory.php | ||
| ExchangeRateFactory.php | ||
| LabelFactory.php | ||
| TransactionFactory.php | ||
| UserFactory.php | ||
| UserLeadFactory.php | ||
| UserMailLogFactory.php | ||