Initial release v1.1.0

- Complete MVP for tracking Fidelity brokerage account performance
- Transaction import from CSV with deduplication
- Automatic FIFO position tracking with options support
- Real-time P&L calculations with market data caching
- Dashboard with timeframe filtering (30/90/180 days, 1 year, YTD, all time)
- Docker-based deployment with PostgreSQL backend
- React/TypeScript frontend with TailwindCSS
- FastAPI backend with SQLAlchemy ORM

Features:
- Multi-account support
- Import via CSV upload or filesystem
- Open and closed position tracking
- Balance history charting
- Performance analytics and metrics
- Top trades analysis
- Responsive UI design

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>

backend/app/api/endpoints/analytics.py

@@ -0,0 +1,111 @@
+"""Analytics API endpoints."""
+from fastapi import APIRouter, Depends, Query
+from sqlalchemy.orm import Session
+from typing import Optional
+
+from app.api.deps import get_db
+from app.services.performance_calculator import PerformanceCalculator
+
+router = APIRouter()
+
+
+@router.get("/overview/{account_id}")
+def get_overview(account_id: int, db: Session = Depends(get_db)):
+    """
+    Get overview statistics for an account.
+
+    Args:
+        account_id: Account ID
+        db: Database session
+
+    Returns:
+        Dictionary with performance metrics
+    """
+    calculator = PerformanceCalculator(db)
+    stats = calculator.calculate_account_stats(account_id)
+    return stats
+
+
+@router.get("/balance-history/{account_id}")
+def get_balance_history(
+    account_id: int,
+    days: int = Query(default=30, ge=1, le=3650),
+    db: Session = Depends(get_db),
+):
+    """
+    Get account balance history for charting.
+
+    Args:
+        account_id: Account ID
+        days: Number of days to retrieve (default: 30)
+        db: Database session
+
+    Returns:
+        List of {date, balance} dictionaries
+    """
+    calculator = PerformanceCalculator(db)
+    history = calculator.get_balance_history(account_id, days)
+    return {"data": history}
+
+
+@router.get("/top-trades/{account_id}")
+def get_top_trades(
+    account_id: int,
+    limit: int = Query(default=20, ge=1, le=100),
+    db: Session = Depends(get_db),
+):
+    """
+    Get top performing trades.
+
+    Args:
+        account_id: Account ID
+        limit: Maximum number of trades to return (default: 20)
+        db: Database session
+
+    Returns:
+        List of trade dictionaries
+    """
+    calculator = PerformanceCalculator(db)
+    trades = calculator.get_top_trades(account_id, limit)
+    return {"data": trades}
+
+
+@router.get("/worst-trades/{account_id}")
+def get_worst_trades(
+    account_id: int,
+    limit: int = Query(default=20, ge=1, le=100),
+    db: Session = Depends(get_db),
+):
+    """
+    Get worst performing trades (biggest losses).
+
+    Args:
+        account_id: Account ID
+        limit: Maximum number of trades to return (default: 20)
+        db: Database session
+
+    Returns:
+        List of trade dictionaries
+    """
+    calculator = PerformanceCalculator(db)
+    trades = calculator.get_worst_trades(account_id, limit)
+    return {"data": trades}
+
+
+@router.post("/update-pnl/{account_id}")
+def update_unrealized_pnl(account_id: int, db: Session = Depends(get_db)):
+    """
+    Update unrealized P&L for all open positions in an account.
+
+    Fetches current market prices and recalculates P&L.
+
+    Args:
+        account_id: Account ID
+        db: Database session
+
+    Returns:
+        Number of positions updated
+    """
+    calculator = PerformanceCalculator(db)
+    updated = calculator.update_open_positions_pnl(account_id)
+    return {"positions_updated": updated}