Files
Options-SideKick/backend/app/routers/portfolio.py
olsch01 b7d4e900cc Initial implementation of Options Sidekick
Full-stack iOS options trading assistant:
- Python FastAPI backend with SQLite, APScheduler (15-min position monitor),
  APNs push notifications, and yfinance market data integration
- Signal engine: IV Rank (rolling HV proxy), SMA-50/200, swing-based
  support/resistance, earnings detection, signal strength scoring and
  noise-resistant SHA hash for change detection
- Recommendation engine: covered call and cash-secured put strike/expiry
  selection across 0DTE, 1DTE, weekly, and monthly horizons
- REST API: /devices, /portfolio, /recommendations, /positions, /signals, /alerts
- iOS SwiftUI app (iOS 17+): dashboard, recommendations, trades, portfolio,
  and alerts tabs with push notification deep-linking
- Unit + integration tests for signal engine and API layer

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-09 14:38:25 -04:00

65 lines
2.1 KiB
Python

from fastapi import APIRouter, Depends, Header, HTTPException
from sqlalchemy.orm import Session
from app.database import get_db
from app.models.db_models import Device, StockPosition
from app.models.schemas import StockPositionCreate, StockPositionResponse
router = APIRouter(prefix="/portfolio", tags=["portfolio"])
def _get_device(x_device_token: str = Header(...), db: Session = Depends(get_db)) -> Device:
device = db.query(Device).filter(Device.apns_token == x_device_token).first()
if not device:
raise HTTPException(status_code=404, detail="Device not registered. Call /devices/register first.")
return device
@router.get("", response_model=list[StockPositionResponse])
def get_portfolio(device: Device = Depends(_get_device), db: Session = Depends(get_db)):
return db.query(StockPosition).filter(StockPosition.device_id == device.id).all()
@router.post("", response_model=list[StockPositionResponse])
def set_portfolio(
positions: list[StockPositionCreate],
device: Device = Depends(_get_device),
db: Session = Depends(get_db),
):
"""Full replace — client sends complete list of stock holdings."""
# Delete all existing for this device
db.query(StockPosition).filter(StockPosition.device_id == device.id).delete()
new_positions = []
for p in positions:
sp = StockPosition(
device_id=device.id,
ticker=p.ticker,
shares=p.shares,
cost_basis=p.cost_basis,
)
db.add(sp)
new_positions.append(sp)
db.commit()
for sp in new_positions:
db.refresh(sp)
return new_positions
@router.delete("/{ticker}", status_code=204)
def delete_ticker(
ticker: str,
device: Device = Depends(_get_device),
db: Session = Depends(get_db),
):
ticker = ticker.upper()
deleted = (
db.query(StockPosition)
.filter(StockPosition.device_id == device.id, StockPosition.ticker == ticker)
.delete()
)
if not deleted:
raise HTTPException(status_code=404, detail=f"Ticker {ticker} not in portfolio")
db.commit()