Add price metric and longer timeframes to stock chart

[dbigham]

Summary

• add a Price option to the Total P&L chart when viewing a symbol and neutralize its hover formatting
• include daily price values in the symbol total P&L series so charts can render the new metric
• extend chart timeframe controls with 5Y and 10Y support and update shared utilities accordingly
• remove the account-level price lookup that referenced an undefined targetSymbol so total P&L calculations no longer throw a ReferenceError

Testing

• Not Run (not requested)

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Codex Task

[chatgpt-codex-connector]

💡 Codex Review

InvestmentsView/server/src/index.js

Lines 559 to 567 in 735b663

	const sortedDates = Array.from(totalsByDate.keys()).sort();
	const combinedPoints = sortedDates
	.map((dateKey) => {
	const bucket = totalsByDate.get(dateKey);
	return {
	date: dateKey,
	equityCad: bucket && bucket.equityCount > 0 ? bucket.equity : undefined,
	cumulativeNetDepositsCad: bucket && bucket.depositsCount > 0 ? bucket.deposits : undefined,
	totalPnlCad: bucket && bucket.pnlCount > 0 ? bucket.pnl : undefined,

Aggregated symbol series omit price fields

The aggregation path drops priceCad/priceNative when building combined series, so responses for symbol views that span multiple accounts no longer contain any price data. The chart code relies on those fields to populate the new Price metric and, when they are missing, it falls back to the original P&L values, rendering a "Price" chart that actually shows P&L. Include price values in the aggregated points (and summary) so the Price option works for aggregated symbol views.

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[dbigham]

@codex , can you fix it?

[chatgpt-codex-connector]

Summary

• Aggregate priceCad/priceNative values alongside equity, deposits, and P&L so multi-account symbol series now propagate price data into each combined point, allowing the chart’s Price metric to render correctly in aggregated views. server/src/index.jsL420-L612
• Include the averaged aggregated price in the summary payload (with a fallback to the final combined point) so symbol summaries also expose the Price metric for multi-account selections. server/src/index.jsL620-L644

Testing

• Not Run (not requested)

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