eea4469095
- 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>
112 lines
2.8 KiB
Python
112 lines
2.8 KiB
Python
"""Analytics API endpoints."""
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.orm import Session
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from typing import Optional
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from app.api.deps import get_db
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from app.services.performance_calculator import PerformanceCalculator
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router = APIRouter()
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@router.get("/overview/{account_id}")
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def get_overview(account_id: int, db: Session = Depends(get_db)):
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"""
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Get overview statistics for an account.
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Args:
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account_id: Account ID
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db: Database session
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Returns:
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Dictionary with performance metrics
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"""
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calculator = PerformanceCalculator(db)
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stats = calculator.calculate_account_stats(account_id)
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return stats
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@router.get("/balance-history/{account_id}")
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def get_balance_history(
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account_id: int,
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days: int = Query(default=30, ge=1, le=3650),
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db: Session = Depends(get_db),
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):
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"""
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Get account balance history for charting.
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Args:
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account_id: Account ID
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days: Number of days to retrieve (default: 30)
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db: Database session
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Returns:
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List of {date, balance} dictionaries
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"""
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calculator = PerformanceCalculator(db)
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history = calculator.get_balance_history(account_id, days)
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return {"data": history}
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@router.get("/top-trades/{account_id}")
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def get_top_trades(
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account_id: int,
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limit: int = Query(default=20, ge=1, le=100),
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db: Session = Depends(get_db),
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):
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"""
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Get top performing trades.
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Args:
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account_id: Account ID
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limit: Maximum number of trades to return (default: 20)
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db: Database session
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Returns:
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List of trade dictionaries
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"""
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calculator = PerformanceCalculator(db)
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trades = calculator.get_top_trades(account_id, limit)
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return {"data": trades}
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@router.get("/worst-trades/{account_id}")
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def get_worst_trades(
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account_id: int,
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limit: int = Query(default=20, ge=1, le=100),
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db: Session = Depends(get_db),
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):
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"""
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Get worst performing trades (biggest losses).
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Args:
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account_id: Account ID
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limit: Maximum number of trades to return (default: 20)
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db: Database session
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Returns:
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List of trade dictionaries
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"""
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calculator = PerformanceCalculator(db)
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trades = calculator.get_worst_trades(account_id, limit)
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return {"data": trades}
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@router.post("/update-pnl/{account_id}")
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def update_unrealized_pnl(account_id: int, db: Session = Depends(get_db)):
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"""
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Update unrealized P&L for all open positions in an account.
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Fetches current market prices and recalculates P&L.
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Args:
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account_id: Account ID
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db: Database session
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Returns:
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Number of positions updated
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"""
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calculator = PerformanceCalculator(db)
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updated = calculator.update_open_positions_pnl(account_id)
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return {"positions_updated": updated}
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