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Split strategy alloc charts: yearly avg + monthly past year (AS first, shared colors)

2026-07-24T16:28:04Z Strategy implementation done Split alloc UI: yearly ITD + monthly past-year (88/102 have monthly)
t169

Source report: research/findings/alloc-compare-split-t169.md

Objective

Split strategy alloc charts: yearly avg + monthly past year (AS first, shared colors).

Notes: Split alloc UI: yearly ITD + monthly past-year (88/102 have monthly). AS left / Ours right; shared ticker colors. Export fields alloc_yearly_ + alloc_monthly_. ensure-as-bulk 102/102; export reuse_ours 102/102. Findings: alloc-compare-split-t169.md.

Approach

Reuses existing report research/findings/alloc-compare-split-t169.md — tables/metrics preserved verbatim via source_report pointer. Body below summarizes grounded evidence from that report and adjacent artifacts.

Files / code / data changed

Associated commits (inferred from log grep t169):

Results

Key table from source report (preserved):

PanelCanvasWhen shown
Average yearly allocations#chart-alloc-yearlyAlways when yearly AS (or ours) exists
Monthly allocations (past year)#chart-alloc-monthlyOnly when AS has recent ~12m month-ends
Legacy single chart#chart-allocHidden fallback for pre-split payloads

Conclusions and metrics are in research/findings/alloc-compare-split-t169.md; see detail page for preserved tables/metrics.

Conclusions

[reconstructed — uncertain] Outcome inferred from status done and task note.

Problems / follow-ups

Links

Source artifact: research/results/t169.md