Let people see how their investments have moved

[x0ba]

Investments was a snapshot: today's total, a donut, a list. You could not see whether the portfolio had moved, and you could not isolate one account or one position.

The tab now has the same daily line as net worth. It opens on total investments. A picker — or clicking a holding or account — focuses the line on that series, with the same range chips (1M / 3M / YTD / 1Y / ALL).

Daily investment snapshots record account and position values so the line can grow. Until those exist, older net-worth account balances fill in the total and per-account views. A single position only has history from the first day we recorded it.

The net-worth chart now uses the same TrendLineChart so the two pages stay in step.

  

Note

Add investment trend chart with range selection and per-account/holding filtering

• Adds a Trend panel to the investments page with a line chart showing portfolio value over time (1M, 3M, YTD, 1Y, ALL), filterable by account or individual holding via a grouped SearchSelect.
• Introduces an investmentSnapshots table and writeInvestmentSnapshot to record daily total, per-account, and per-holding values; snapshots are written on Plaid sync and net worth snapshots.
• Adds an investments.history query that builds a daily value series from investment and net-worth snapshots, with gap-filling and range cutoff logic in convex/lib/investmentHistory.ts.
• Replaces the bespoke SVG chart on the net worth page with the new shared TrendLineChart component.
• Behavioral Change: investments.portfolio now limits returned holdings to active investment accounts and computes totalValue per-account (falling back to currentBalance when no holdings exist); upsertHoldings deletes stale holdings after sync.

^{Macroscope summarized d047622.}

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Project	Deployment	Actions	Updated (UTC)
bud	Ready	Preview	Aug 15, 2026 7:57am

[greptile-apps]

Greptile Summary

This update adds investment-history snapshots and trend views for portfolios, accounts, and holdings. The historical fallback now excludes hidden and closed investment accounts, and Plaid synchronization removes positions that are no longer returned before calculating a new investment snapshot.

Confidence Score: 5/5

No blocking failure remains.

The executed account-history calculation excluded hidden and closed accounts, and the holdings reconciliation calculation removed absent positions while preserving positions from other financial institutions.

T-Rex Logs

What T-Rex did

• Executed a targeted fallback-history reproduction with visible, hidden, and closed investment accounts, validating that the prior predicate returned 600 when all three accounts were included and the current predicate returned 100 when only the visible account is included, followed by a repository diff and a TypeScript no-emit typecheck.
• Ran a two-item holdings reconciliation harness to verify removal of a position absent from the synchronized item, preservation of the other position, and resulting snapshot totals, observing that the prior revision produced 360 and the current revision produced 260, with TypeScript typecheck passing.
• Compared before and after ID filtering by reviewing logs: the before run included hidden and closed IDs and returned 600, while the after run included only the visible ID and returned 100; the reproduction source and typecheck output were uploaded.
• Reviewed the code paths that delete through accounts.by_item(itemId) for investment accounts and then write the investment snapshot, and confirmed the investmentSnapshots logic reads remaining holdings and aggregates them; no outstanding lines apply.

_{Ran code and verified through T-Rex}

_{Reviews (2): Last reviewed commit: "Keep investment history and holdings in ..." | Re-trigger Greptile}

[macroscopeapp]

Approvability

Verdict: Needs human review

This PR introduces a new investment history/trend feature with a new database table, new API endpoints, new UI components, and integration into existing sync workflows. New features of this scope warrant human review.

^{You can customize Macroscope's approvability policy. Learn more.}