Refactor API documentation:

- Removed SSO configuration section from auth.mdx
- Added new calendar.mdx for calendar data endpoints
- Introduced health.mdx for health check endpoints
- Updated introduction.mdx to include new symbols and calendar sections
- Created portfolio-additional.mdx for additional portfolio operations
- Added symbol-details.mdx for detailed symbol information
- Created symbols-summary.mdx for comprehensive symbol statistics
- Added symbols.mdx for retrieving all traded symbols
- Created upload-csv.mdx for uploading transaction history and realized gains
- Added upload-history.mdx for retrieving upload history
- Updated docs.json to reflect new and modified documentation structure

api-reference/auth.mdx

@@ -135,7 +135,3 @@ Only users with email addresses in this list can access the application after au
     OAuth tokens are never exposed to the client
   </Card>
 </CardGroup>
-
-## Configuration
-
-See the [SSO Setup Guide](/guides/setup/sso) for detailed configuration instructions.

api-reference/calendar.mdx

@@ -0,0 +1,230 @@
+---
+title: 'Calendar Data Endpoints'
+description: 'Trading calendar and daily activity tracking endpoints'
+---
+
+## Get Calendar Data
+
+```
+GET /api/calendar-data
+```
+
+Retrieves daily trading activity data for calendar view including weekly aggregates.
+
+**Query Parameters:**
+- `year` (number, optional): Year to display (defaults to current year)
+- `month` (number, optional): Month to display 1-12 (defaults to current month)
+
+**Example:**
+```http
+GET /api/calendar-data?year=2024&month=8
+```
+
+**Response:**
+```json
+{
+  "success": true,
+  "year": 2024,
+  "month": 8,
+  "days": [
+    {
+      "date": "2024-08-01",
+      "day": 1,
+      "day_of_week": 4,
+      "trade_count": 3,
+      "trading_pnl": 150.25,
+      "dividend_count": 0,
+      "dividends": 0,
+      "total_pnl": 150.25,
+      "has_activity": true,
+      "week_trade_count": 12,
+      "week_winning_trades": 8,
+      "week_total_pnl": 450.75,
+      "week_win_rate": 66.67
+    }
+  ],
+  "data_source": "postgresql"
+}
+```
+
+---
+
+## Get Day Details
+
+```
+GET /api/day-details
+```
+
+Retrieves detailed trades and dividends for a specific day.
+
+**Query Parameters:**
+- `date` (string, required): Date in YYYY-MM-DD format
+
+**Example:**
+```http
+GET /api/day-details?date=2024-08-15
+```
+
+**Response:**
+```json
+{
+  "success": true,
+  "date": "2024-08-15",
+  "trades": [
+    {
+      "symbol": "AAPL",
+      "buy_date": "2024-08-01",
+      "sell_date": "2024-08-15",
+      "buy_price": 195.50,
+      "sell_price": 198.75,
+      "volume": 100,
+      "total_profit_loss": 325.00,
+      "return_percentage": 1.66,
+      "trade_result": "Win"
+    }
+  ],
+  "dividends": [
+    {
+      "symbol": "MSFT",
+      "transaction_date": "2024-08-15",
+      "action": "Cash Dividend",
+      "amount": 75.50
+    }
+  ],
+  "summary": {
+    "date": "2024-08-15",
+    "total_trading_pnl": 325.00,
+    "total_dividends": 75.50,
+    "total_pnl": 400.50,
+    "trade_count": 1,
+    "dividend_count": 1,
+    "winning_trades": 1,
+    "win_rate": 100.0
+  },
+  "data_source": "postgresql"
+}
+```
+
+---
+
+## Export Calendar Day Data
+
+```
+GET /api/calendar/export/<format>
+```
+
+Export trades for a specific day in CSV, Excel, or PDF format.
+
+**Parameters:**
+- `format` (path): Export format - `csv`, `excel`, or `pdf`
+
+**Query Parameters:**
+- `date` (string, required): Date in YYYY-MM-DD format
+
+**Example:**
+```http
+GET /api/calendar/export/csv?date=2024-08-15
+GET /api/calendar/export/excel?date=2024-08-15
+GET /api/calendar/export/pdf?date=2024-08-15
+```
+
+**Response:** File download in requested format
+
+**Error Response:**
+```json
+{
+  "success": false,
+  "error": "No trades found for this date"
+}
+```
+HTTP Status: `404 Not Found`
+
+---
+
+## Get Trading Calendar Metrics
+
+```
+GET /api/trading-calendar/metrics
+```
+
+Retrieves trading calendar metrics including market open/close times and trading days. 
+
+**Authentication:** Not required (public endpoint)
+
+**Response:**
+```json
+{
+  "success": true,
+  "metrics": {
+    "current_time": "2024-08-15T14:30:00",
+    "market_status": "open",
+    "market_open_time": "09:30:00",
+    "market_close_time": "16:00:00",
+    "is_trading_day": true,
+    "next_trading_day": "2024-08-16",
+    "trading_days_this_month": 22,
+    "trading_days_this_year": 252
+  }
+}
+```
+
+**Market Status Values:**
+- `open` - Market is currently open for trading
+- `closed` - Market is closed
+- `pre-market` - Before regular trading hours
+- `after-hours` - After regular trading hours
+
+---
+
+## Export Monthly Data
+
+```
+GET /api/monthly/export/<format>
+```
+
+Export monthly trading data in CSV, Excel, or PDF format.
+
+**Parameters:**
+- `format` (path): Export format - `csv`, `excel`, or `pdf`
+
+**Query Parameters:**
+- `month` (string, required): Month in YYYY-MM format
+
+**Example:**
+```http
+GET /api/monthly/export/pdf?month=2024-08
+GET /api/monthly/export/excel?month=2024-08
+GET /api/monthly/export/csv?month=2024-08
+```
+
+**Response:** File download with monthly summary, trades, and dividends
+
+---
+
+## Use Cases
+
+<CardGroup cols={2}>
+  <Card title="Calendar View" icon="calendar">
+    Display monthly trading activity with visual heat maps
+  </Card>
+  <Card title="Daily Analysis" icon="magnifying-glass">
+    Drill down into specific trading days
+  </Card>
+  <Card title="Reports & Export" icon="file-export">
+    Generate reports for tax or record keeping
+  </Card>
+  <Card title="Market Hours" icon="clock">
+    Track market status and trading days
+  </Card>
+</CardGroup>
+
+## Related Documentation
+
+<CardGroup cols={2}>
+  <Card title="Trading Calendar Feature" icon="calendar-days" href="/features/trading-calendar">
+    Learn about the calendar visualization
+  </Card>
+  <Card title="Month Data" icon="chart-bar" href="/api-reference/month-data">
+    Get complete monthly trading data
+  </Card>
+</CardGroup>

api-reference/health.mdx

@@ -0,0 +1,129 @@
+---
+title: 'Health Check Endpoints'
+description: 'Health and readiness check endpoints for monitoring'
+---
+
+## Overview
+
+Health check endpoints are used for monitoring, load balancers, and Kubernetes orchestration. These endpoints do not require authentication.
+
+## Basic Health Check
+
+```
+GET /health
+```
+
+Basic health check endpoint for load balancers and monitoring systems.
+
+**Authentication:** Not required
+
+### Response
+
+```json
+{
+  "status": "healthy",
+  "timestamp": "2025-11-14T10:30:00.000000",
+  "service": "stocks-trading-analysis"
+}
+```
+
+**HTTP Status:** `200 OK`
+
+## Detailed Health Check
+
+```
+GET /health/detailed
+```
+
+Comprehensive health check including database connectivity, environment variables, and disk space.
+
+**Authentication:** Not required
+
+### Response
+
+```json
+{
+  "status": "healthy",
+  "timestamp": "2025-11-14T10:30:00.000000",
+  "service": "stocks-trading-analysis",
+  "checks": {
+    "database": {
+      "status": "healthy",
+      "message": "Database connection successful"
+    },
+    "environment": {
+      "status": "healthy",
+      "message": "All required environment variables are set"
+    },
+    "disk_space": {
+      "status": "healthy",
+      "message": "Disk space OK: 45.23GB free"
+    }
+  }
+}
+```
+
+**HTTP Status:** 
+- `200 OK` - All checks healthy
+- `503 Service Unavailable` - One or more checks degraded
+
+## Readiness Check
+
+```
+GET /health/ready
+```
+
+Kubernetes readiness probe to determine if the application is ready to serve traffic.
+
+**Authentication:** Not required
+
+### Response
+
+```json
+{
+  "status": "ready",
+  "timestamp": "2025-11-14T10:30:00.000000"
+}
+```
+
+**HTTP Status:** 
+- `200 OK` - Application ready
+- `503 Service Unavailable` - Application not ready
+
+## Liveness Check
+
+```
+GET /health/live
+```
+
+Kubernetes liveness probe to verify the application is running and responsive.
+
+**Authentication:** Not required
+
+### Response
+
+```json
+{
+  "status": "alive",
+  "timestamp": "2025-11-14T10:30:00.000000"
+}
+```
+
+**HTTP Status:** `200 OK`
+
+## Use Cases
+
+<CardGroup cols={2}>
+  <Card title="Load Balancers" icon="server">
+    Use `/health` endpoint for basic health checks
+  </Card>
+  <Card title="Kubernetes Probes" icon="cube">
+    Use `/health/ready` and `/health/live` for orchestration
+  </Card>
+  <Card title="Monitoring" icon="chart-line">
+    Use `/health/detailed` for comprehensive system monitoring
+  </Card>
+  <Card title="CI/CD Pipelines" icon="code-branch">
+    Verify deployment health before routing traffic
+  </Card>
+</CardGroup>

api-reference/introduction.mdx

@@ -40,15 +40,27 @@ All API endpoints require authentication via Google OAuth 2.0. The API uses sess
   <Card title="Trading Data" icon="chart-line" href="/api-reference/months">
     Access monthly trading data, P&L reports, and individual trade details
   </Card>
+  <Card title="Symbols" icon="tag" href="/api-reference/symbols">
+    Get symbol lists, trading statistics, and detailed performance data
+  </Card>
+  <Card title="Calendar" icon="calendar-days" href="/api-reference/calendar">
+    View daily trading activity, export reports, and market metrics
+  </Card>
   <Card title="Portfolio" icon="briefcase" href="/api-reference/portfolio-holdings">
     Manage portfolio holdings and trigger price updates
   </Card>
+  <Card title="Data Import" icon="upload" href="/api-reference/upload-csv">
+    Upload CSV files and view import history
+  </Card>
   <Card title="Timeframe Analysis" icon="calendar" href="/api-reference/timeframe">
     Query trading performance across custom date ranges
   </Card>
   <Card title="Authentication" icon="lock" href="/api-reference/auth">
     OAuth endpoints and session management
   </Card>
+  <Card title="Health Checks" icon="heart-pulse" href="/api-reference/health">
+    Monitor application health and readiness
+  </Card>
 </CardGroup>
 
 ## Response Format
@@ -238,15 +250,27 @@ if (!data.success) {
 ## Next Steps
 
 <CardGroup cols={2}>
+  <Card title="Health Checks" icon="heart-pulse" href="/api-reference/health">
+    Application monitoring and health endpoints
+  </Card>
   <Card title="Authentication" icon="lock" href="/api-reference/auth">
     Learn about OAuth flow and session management
   </Card>
   <Card title="Trading Data" icon="chart-line" href="/api-reference/months">
     Explore trading data endpoints
   </Card>
+  <Card title="Symbols" icon="tag" href="/api-reference/symbols">
+    Symbol lists and performance data
+  </Card>
   <Card title="Portfolio API" icon="briefcase" href="/api-reference/portfolio-holdings">
     Manage portfolio holdings
   </Card>
+  <Card title="Calendar" icon="calendar-days" href="/api-reference/calendar">
+    Daily activity and export reports
+  </Card>
+  <Card title="Data Import" icon="upload" href="/api-reference/upload-csv">
+    Upload and track CSV imports
+  </Card>
   <Card title="Timeframe Analysis" icon="calendar" href="/api-reference/timeframe">
     Query custom date ranges
   </Card>

api-reference/portfolio-additional.mdx

@@ -0,0 +1,240 @@
+---
+title: 'Portfolio Additional Operations'
+description: 'Additional portfolio endpoints for validation, pricing, snapshots, and CSV upload'
+---
+
+## Validate Symbol
+
+```
+GET /api/portfolio/validate-symbol/<symbol>
+```
+
+Validate a stock symbol using Finnhub API before adding to portfolio.
+
+**Parameters:**
+- `symbol` (path): Stock ticker symbol
+
+**Response:**
+```json
+{
+  "valid": true,
+  "symbol": "AAPL",
+  "current_price": 195.50,
+  "message": "AAPL is a valid symbol"
+}
+```
+
+**Error Response:**
+```json
+{
+  "valid": false,
+  "symbol": "INVALID",
+  "error": "Symbol \"INVALID\" not found or invalid"
+}
+```
+
+---
+
+## Get Symbol Price
+
+```
+GET /api/portfolio/price/<symbol>
+```
+
+Get current price for a symbol and update cache.
+
+**Parameters:**
+- `symbol` (path): Stock ticker symbol
+
+**Response:**
+```json
+{
+  "success": true,
+  "symbol": "AAPL",
+  "price_data": {
+    "current_price": 195.50,
+    "change": 2.50,
+    "percent_change": 1.3,
+    "high": 196.75,
+    "low": 193.25,
+    "open": 194.00,
+    "previous_close": 193.00
+  }
+}
+```
+
+---
+
+## Capture Portfolio Snapshot
+
+```
+POST /api/portfolio/snapshot
+```
+
+Capture a snapshot of current portfolio value for historical tracking.
+
+**Request Body:**
+```json
+{
+  "snapshot_type": "MANUAL",
+  "notes": "Monthly review"
+}
+```
+
+**Response:**
+```json
+{
+  "success": true,
+  "snapshot": {
+    "id": 1,
+    "snapshot_time": "2024-08-15T14:30:00",
+    "total_value": 195500.00,
+    "total_cost": 150500.00,
+    "total_gain_loss": 45000.00,
+    "total_return_pct": 29.9,
+    "holdings_count": 10
+  }
+}
+```
+
+**Snapshot Types:**
+- `MANUAL` - User-initiated snapshot
+- `AUTOMATIC` - System-generated snapshot
+- `EOD` - End of day snapshot
+
+---
+
+## Get Portfolio History
+
+```
+GET /api/portfolio/history
+```
+
+Get historical portfolio value snapshots for charting and analysis.
+
+**Query Parameters:**
+- `days` (number, optional): Number of days to retrieve (default: 30, 0 for all)
+- `type` (string, optional): Filter by snapshot type
+
+**Example:**
+```http
+GET /api/portfolio/history?days=90&type=AUTOMATIC
+```
+
+**Response:**
+```json
+{
+  "history": [
+    {
+      "id": 1,
+      "snapshot_time": "2024-08-15T14:30:00",
+      "total_value": 195500.00,
+      "total_cost": 150500.00,
+      "total_gain_loss": 45000.00,
+      "total_return_pct": 29.9,
+      "holdings_count": 10,
+      "snapshot_type": "AUTOMATIC",
+      "notes": ""
+    }
+  ]
+}
+```
+
+---
+
+## Delete Portfolio Snapshot
+
+```
+DELETE /api/portfolio/snapshot/<snapshot_id>
+```
+
+Delete a portfolio snapshot.
+
+**Parameters:**
+- `snapshot_id` (path): ID of the snapshot to delete
+
+**Response:**
+```json
+{
+  "success": true,
+  "message": "Deleted MANUAL snapshot from 2024-08-15T14:30:00"
+}
+```
+
+---
+
+## Upload Portfolio CSV
+
+```
+POST /api/portfolio/upload-csv
+```
+
+or
+
+```
+POST /api/portfolio/upload
+```
+
+Upload CSV file with portfolio holdings for bulk import.
+
+**Content-Type:** `multipart/form-data`
+
+**Parameters:**
+- `csv_file` (file, required): CSV file with holdings
+
+**CSV Format:**
+
+Required columns: `symbol`, `shares`
+
+Optional columns: `cost_basis`, `average_cost`, `security_type`, `holding_type`, `type`, `purchase_date`, `notes`
+
+**Example CSV:**
+```csv
+symbol,shares,cost_basis,security_type,notes
+AAPL,100,150.50,STOCK,Long-term hold
+TSLA,50,245.00,STOCK,Growth position
+MSFT,75,320.00,STOCK,Tech diversification
+```
+
+**Response:**
+```json
+{
+  "success": true,
+  "imported": 15,
+  "updated": 3,
+  "errors": [
+    "Row 5: Invalid shares value for TSLA"
+  ],
+  "message": "Successfully imported 15 holdings and updated 3 existing holdings"
+}
+```
+
+---
+
+## Use Cases
+
+<CardGroup cols={2}>
+  <Card title="Symbol Validation" icon="check-circle">
+    Verify symbols before adding to portfolio to prevent errors
+  </Card>
+  <Card title="Price Tracking" icon="chart-line">
+    Get real-time price data for individual symbols
+  </Card>
+  <Card title="Historical Tracking" icon="clock">
+    Capture snapshots to track portfolio performance over time
+  </Card>
+  <Card title="Bulk Import" icon="file-csv">
+    Import multiple holdings at once from CSV
+  </Card>
+</CardGroup>
+
+## Related Documentation
+
+<CardGroup cols={2}>
+  <Card title="Portfolio Holdings" icon="briefcase" href="/api-reference/portfolio-holdings">
+    Main portfolio CRUD operations
+  </Card>
+  <Card title="Portfolio Refresh" icon="arrows-rotate" href="/api-reference/portfolio-refresh">
+    Refresh all portfolio prices
+  </Card>
+</CardGroup>

api-reference/symbol-details.mdx

@@ -0,0 +1,186 @@
+---
+title: 'Get Symbol Details'
+api: 'GET /api/symbols/<symbol>'
+description: 'Retrieves detailed information for a specific symbol including all trades, dividends, and statistics'
+---
+
+## Endpoint
+
+```
+GET /api/symbols/<symbol>
+```
+
+## Authentication
+
+Requires OAuth 2.0 authentication via session cookies.
+
+## Parameters
+
+<ParamField path="symbol" type="string" required>
+  Stock ticker symbol (e.g., AAPL, TSLA)
+</ParamField>
+
+## Response
+
+<ResponseField name="success" type="boolean" required>
+  Indicates if the request was successful
+</ResponseField>
+
+<ResponseField name="data" type="object" required>
+  Detailed symbol data
+  
+  <Expandable title="Data Object">
+    <ResponseField name="symbol" type="string">
+      Stock ticker symbol
+    </ResponseField>
+    
+    <ResponseField name="summary" type="object">
+      Comprehensive trading statistics (see below)
+    </ResponseField>
+    
+    <ResponseField name="trades" type="array">
+      Array of all completed trades for this symbol
+    </ResponseField>
+    
+    <ResponseField name="dividends" type="array">
+      Array of all dividend payments for this symbol
+    </ResponseField>
+  </Expandable>
+</ResponseField>
+
+<ResponseField name="data_source" type="string" required>
+  Database source (always "postgresql")
+</ResponseField>
+
+## Example
+
+<CodeGroup>
+```bash cURL
+curl -X GET https://performance.miningwood.com/api/symbols/AAPL \
+  -H "Cookie: session=your_session_cookie"
+```
+
+```javascript JavaScript
+async function getSymbolDetails(symbol) {
+  const response = await fetch(`/api/symbols/${symbol}`);
+  const data = await response.json();
+  
+  if (data.success) {
+    const { summary, trades, dividends } = data.data;
+    console.log(`${symbol} Summary:`, summary);
+    console.log(`Total Trades: ${trades.length}`);
+    console.log(`Total Dividends: ${dividends.length}`);
+  }
+}
+
+getSymbolDetails('AAPL');
+```
+
+```python Python
+import requests
+
+def get_symbol_details(symbol):
+    response = requests.get(f'https://performance.miningwood.com/api/symbols/{symbol}')
+    data = response.json()
+    
+    if data['success']:
+        return data['data']
+    else:
+        raise Exception(f"Error: {data.get('error')}")
+
+details = get_symbol_details('AAPL')
+print(f"Trading P&L: ${details['summary']['trading_profit_loss']:.2f}")
+```
+</CodeGroup>
+
+## Response Example
+
+```json
+{
+  "success": true,
+  "data": {
+    "symbol": "AAPL",
+    "summary": {
+      "total_trades": 25,
+      "trading_profit_loss": 3450.50,
+      "winning_trades": 18,
+      "win_rate_percentage": 72.0,
+      "avg_profit_loss": 138.02,
+      "min_profit_loss": -250.00,
+      "max_profit_loss": 550.00,
+      "avg_return_pct": 2.15,
+      "min_return_pct": -3.5,
+      "max_return_pct": 5.8,
+      "avg_holding_days": 12,
+      "total_volume": 2500,
+      "total_cost_basis": 487500.00,
+      "first_trade_date": "2024-01-15",
+      "last_trade_date": "2024-08-30",
+      "total_dividend_payments": 8,
+      "total_dividends": 320.00,
+      "avg_dividend_amount": 40.00,
+      "first_dividend_date": "2024-02-15",
+      "last_dividend_date": "2024-08-15",
+      "total_return": 3770.50,
+      "current_shares_held": 100
+    },
+    "trades": [
+      {
+        "buy_date": "2024-08-01",
+        "sell_date": "2024-08-15",
+        "buy_price": 195.50,
+        "sell_price": 198.75,
+        "volume": 100,
+        "total_profit_loss": 325.00,
+        "return_percentage": 1.66,
+        "trade_result": "Win",
+        "holding_days": 14
+      }
+    ],
+    "dividends": [
+      {
+        "transaction_date": "2024-08-15",
+        "action": "Cash Dividend",
+        "amount": 40.00
+      }
+    ]
+  },
+  "data_source": "postgresql"
+}
+```
+
+## Summary Statistics
+
+The `summary` object includes:
+
+| Statistic | Description |
+|-----------|-------------|
+| **Trading Metrics** | Total trades, winning trades, win rate, average P&L |
+| **Performance Range** | Min/max profit loss and return percentages |
+| **Holding Pattern** | Average holding days |
+| **Volume & Cost** | Total volume traded and cost basis |
+| **Dividend Income** | Payment count, total amount, average |
+| **Date Range** | First and last trade/dividend dates |
+| **Current Position** | Shares currently held |
+
+## Error Response
+
+```json
+{
+  "success": false,
+  "error": "Symbol not found"
+}
+```
+
+HTTP Status: `404 Not Found`
+
+## Related Endpoints
+
+<CardGroup cols={2}>
+  <Card title="Symbols Summary" icon="chart-bar" href="/api-reference/symbols-summary">
+    Get summary stats for all symbols
+  </Card>
+  <Card title="Timeframe Data" icon="calendar" href="/api-reference/timeframe">
+    Filter by date range and symbols
+  </Card>
+</CardGroup>

api-reference/symbols-summary.mdx

@@ -0,0 +1,182 @@
+---
+title: 'Get Symbols Summary'
+api: 'GET /api/symbols/summary'
+description: 'Retrieves comprehensive summary data for all traded symbols including trading stats, dividends, and open positions'
+---
+
+## Endpoint
+
+```
+GET /api/symbols/summary
+```
+
+## Authentication
+
+Requires OAuth 2.0 authentication via session cookies.
+
+## Parameters
+
+None
+
+## Response
+
+<ResponseField name="success" type="boolean" required>
+  Indicates if the request was successful
+</ResponseField>
+
+<ResponseField name="symbols" type="array" required>
+  List of symbol summary objects with comprehensive trading statistics
+  
+  <Expandable title="Symbol Summary Object">
+    <ResponseField name="symbol" type="string">
+      Stock ticker symbol
+    </ResponseField>
+    
+    <ResponseField name="total_trades" type="number">
+      Total number of completed trades
+    </ResponseField>
+    
+    <ResponseField name="trading_profit_loss" type="number">
+      Total P&L from trades
+    </ResponseField>
+    
+    <ResponseField name="winning_trades" type="number">
+      Number of profitable trades
+    </ResponseField>
+    
+    <ResponseField name="win_rate_percentage" type="number">
+      Win rate percentage
+    </ResponseField>
+    
+    <ResponseField name="avg_profit_loss" type="number">
+      Average profit/loss per trade
+    </ResponseField>
+    
+    <ResponseField name="avg_return_percentage" type="number">
+      Average return percentage
+    </ResponseField>
+    
+    <ResponseField name="total_volume" type="number">
+      Total shares traded
+    </ResponseField>
+    
+    <ResponseField name="total_dividend_payments" type="number">
+      Number of dividend payments received
+    </ResponseField>
+    
+    <ResponseField name="total_dividends" type="number">
+      Total dividend income
+    </ResponseField>
+    
+    <ResponseField name="total_return" type="number">
+      Combined trading P&L and dividends
+    </ResponseField>
+    
+    <ResponseField name="first_trade_date" type="string">
+      Date of first trade (YYYY-MM-DD)
+    </ResponseField>
+    
+    <ResponseField name="last_trade_date" type="string">
+      Date of most recent trade (YYYY-MM-DD)
+    </ResponseField>
+    
+    <ResponseField name="first_dividend_date" type="string">
+      Date of first dividend
+    </ResponseField>
+    
+    <ResponseField name="last_dividend_date" type="string">
+      Date of most recent dividend
+    </ResponseField>
+    
+    <ResponseField name="current_shares_held" type="number">
+      Number of shares currently held
+    </ResponseField>
+    
+    <ResponseField name="has_open_position" type="boolean">
+      Whether user has an open position
+    </ResponseField>
+  </Expandable>
+</ResponseField>
+
+<ResponseField name="data_source" type="string" required>
+  Database source (always "postgresql")
+</ResponseField>
+
+## Example
+
+<CodeGroup>
+```bash cURL
+curl -X GET https://performance.miningwood.com/api/symbols/summary \
+  -H "Cookie: session=your_session_cookie"
+```
+
+```javascript JavaScript
+const response = await fetch('/api/symbols/summary');
+const data = await response.json();
+
+if (data.success) {
+  data.symbols.forEach(symbol => {
+    console.log(`${symbol.symbol}: ${symbol.total_trades} trades, ${symbol.win_rate_percentage}% win rate`);
+  });
+}
+```
+
+```python Python
+import requests
+
+response = requests.get('https://performance.miningwood.com/api/symbols/summary')
+data = response.json()
+
+if data['success']:
+    for symbol in data['symbols']:
+        print(f"{symbol['symbol']}: ${symbol['trading_profit_loss']:.2f} P&L")
+```
+</CodeGroup>
+
+## Response Example
+
+```json
+{
+  "success": true,
+  "symbols": [
+    {
+      "symbol": "AAPL",
+      "total_trades": 25,
+      "trading_profit_loss": 3450.50,
+      "winning_trades": 18,
+      "win_rate_percentage": 72.0,
+      "avg_profit_loss": 138.02,
+      "avg_return_percentage": 2.15,
+      "total_volume": 2500,
+      "total_dividend_payments": 8,
+      "total_dividends": 320.00,
+      "total_return": 3770.50,
+      "first_trade_date": "2024-01-15",
+      "last_trade_date": "2024-08-30",
+      "first_dividend_date": "2024-02-15",
+      "last_dividend_date": "2024-08-15",
+      "current_shares_held": 100,
+      "has_open_position": true
+    }
+  ],
+  "data_source": "postgresql"
+}
+```
+
+## Use Cases
+
+- Performance comparison across different stocks
+- Identifying best and worst performing symbols
+- Portfolio allocation decisions based on historical performance
+- Risk analysis across different holdings
+
+## Related Endpoints
+
+<CardGroup cols={2}>
+  <Card title="Symbol Details" icon="magnifying-glass" href="/api-reference/symbol-details">
+    Get detailed trade-by-trade information for a specific symbol
+  </Card>
+  <Card title="Get Symbols" icon="list" href="/api-reference/symbols">
+    Get list of all traded symbols
+  </Card>
+</CardGroup>

api-reference/symbols.mdx

@@ -0,0 +1,112 @@
+---
+title: 'Get Symbols'
+api: 'GET /api/symbols'
+description: 'Retrieves a list of all distinct stock symbols that have been traded'
+---
+
+## Endpoint
+
+```
+GET /api/symbols
+```
+
+## Authentication
+
+Requires OAuth 2.0 authentication via session cookies.
+
+## Parameters
+
+None
+
+## Response
+
+<ResponseField name="success" type="boolean" required>
+  Indicates if the request was successful
+</ResponseField>
+
+<ResponseField name="symbols" type="array" required>
+  List of symbol objects
+  
+  <Expandable title="Symbol Object">
+    <ResponseField name="symbol" type="string">
+      Stock ticker symbol
+    </ResponseField>
+    
+    <ResponseField name="company_name" type="string">
+      Company name or cleaned description
+    </ResponseField>
+  </Expandable>
+</ResponseField>
+
+<ResponseField name="data_source" type="string" required>
+  Database source (always "postgresql")
+</ResponseField>
+
+## Example
+
+<CodeGroup>
+```bash cURL
+curl -X GET https://performance.miningwood.com/api/symbols \
+  -H "Cookie: session=your_session_cookie"
+```
+
+```javascript JavaScript
+const response = await fetch('/api/symbols');
+const data = await response.json();
+
+if (data.success) {
+  data.symbols.forEach(item => {
+    console.log(`${item.symbol}: ${item.company_name}`);
+  });
+}
+```
+
+```python Python
+import requests
+
+response = requests.get('https://performance.miningwood.com/api/symbols')
+data = response.json()
+
+if data['success']:
+    for symbol in data['symbols']:
+        print(f"{symbol['symbol']}: {symbol['company_name']}")
+```
+</CodeGroup>
+
+## Response Example
+
+```json
+{
+  "success": true,
+  "symbols": [
+    {
+      "symbol": "AAPL",
+      "company_name": "Apple Inc."
+    },
+    {
+      "symbol": "TSLA",
+      "company_name": "Tesla, Inc."
+    },
+    {
+      "symbol": "MSFT",
+      "company_name": "Microsoft Corporation"
+    },
+    {
+      "symbol": "NVDA",
+      "company_name": "NVIDIA Corporation"
+    }
+  ],
+  "data_source": "postgresql"
+}
+```
+
+## Related Endpoints
+
+<CardGroup cols={2}>
+  <Card title="Symbols Summary" icon="chart-bar" href="/api-reference/symbols-summary">
+    Get comprehensive trading statistics for all symbols
+  </Card>
+  <Card title="Symbol Details" icon="magnifying-glass" href="/api-reference/symbol-details">
+    Get detailed information for a specific symbol
+  </Card>
+</CardGroup>

api-reference/upload-csv.mdx

@@ -0,0 +1,195 @@
+---
+title: 'Upload CSV Files'
+api: 'POST /api/upload-csv'
+description: 'Upload and process transaction history and realized gains CSV files from brokerage'
+---
+
+## Endpoint
+
+```
+POST /api/upload-csv
+```
+
+## Authentication
+
+Requires OAuth 2.0 authentication and user must have brokerage account number set in profile.
+
+## Content Type
+
+`multipart/form-data`
+
+## Parameters
+
+<ParamField body="transaction_history_file" type="file" required>
+  Transaction history CSV file from your brokerage
+</ParamField>
+
+<ParamField body="realized_gains_file" type="file" required>
+  Realized gains/losses CSV file from your brokerage
+</ParamField>
+
+## Response Format
+
+The endpoint returns streaming JSON responses to provide real-time progress updates:
+
+```json
+{"type": "progress", "percentage": 25, "message": "Starting data processing..."}
+{"type": "progress", "percentage": 40, "message": "Processing transaction history and realized gains..."}
+{"type": "progress", "percentage": 60, "message": "Synchronizing with database..."}
+{"type": "progress", "percentage": 80, "message": "Finalizing data import..."}
+{"type": "success", "message": "Successfully processed files", "stats": {"transactions_inserted": 279, "realized_gains_lots": 713, "broker_verified_trades": 156}}
+```
+
+## Success Response Fields
+
+<ResponseField name="type" type="string">
+  Response type: "progress", "success", or "error"
+</ResponseField>
+
+<ResponseField name="percentage" type="number">
+  Progress percentage (0-100) for progress type responses
+</ResponseField>
+
+<ResponseField name="message" type="string">
+  Human-readable status message
+</ResponseField>
+
+<ResponseField name="stats" type="object">
+  Import statistics (only in success response)
+  
+  <Expandable title="Stats Object">
+    <ResponseField name="transactions_inserted" type="number">
+      Number of transactions inserted
+    </ResponseField>
+    
+    <ResponseField name="realized_gains_lots" type="number">
+      Number of realized gain/loss lots processed
+    </ResponseField>
+    
+    <ResponseField name="broker_verified_trades" type="number">
+      Number of broker-verified completed trades
+    </ResponseField>
+  </Expandable>
+</ResponseField>
+
+## Example
+
+<CodeGroup>
+```javascript JavaScript with Progress
+const formData = new FormData();
+formData.append('transaction_history_file', transactionFile);
+formData.append('realized_gains_file', gainsFile);
+
+const response = await fetch('/api/upload-csv', {
+  method: 'POST',
+  body: formData
+});
+
+// Handle streaming response
+const reader = response.body.getReader();
+const decoder = new TextDecoder();
+
+while (true) {
+  const { done, value } = await reader.read();
+  if (done) break;
+  
+  const text = decoder.decode(value);
+  const lines = text.split('\n').filter(l => l.trim());
+  
+  for (const line of lines) {
+    const data = JSON.parse(line);
+    
+    if (data.type === 'progress') {
+      console.log(`Progress: ${data.percentage}% - ${data.message}`);
+    } else if (data.type === 'success') {
+      console.log('Upload complete!', data.stats);
+    } else if (data.type === 'error') {
+      console.error('Upload failed:', data.message);
+    }
+  }
+}
+```
+
+```python Python
+import requests
+
+files = {
+    'transaction_history_file': open('transactions.csv', 'rb'),
+    'realized_gains_file': open('gains.csv', 'rb')
+}
+
+response = requests.post(
+    'https://performance.miningwood.com/api/upload-csv',
+    files=files,
+    stream=True
+)
+
+for line in response.iter_lines():
+    if line:
+        data = json.loads(line)
+        if data['type'] == 'progress':
+            print(f"Progress: {data['percentage']}%")
+        elif data['type'] == 'success':
+            print("Upload successful!", data['stats'])
+```
+
+```bash cURL
+curl -X POST https://performance.miningwood.com/api/upload-csv \
+  -H "Cookie: session=your_session_cookie" \
+  -F "transaction_history_file=@transactions.csv" \
+  -F "realized_gains_file=@realized_gains.csv"
+```
+</CodeGroup>
+
+## Error Responses
+
+```json
+{"type": "error", "message": "Both files must be CSV files"}
+```
+HTTP Status: `400 Bad Request`
+
+```json
+{"type": "error", "message": "Brokerage account number not set. Please update your profile."}
+```
+HTTP Status: `400 Bad Request`
+
+```json
+{"type": "error", "message": "Both transaction history and realized gains files are required"}
+```
+HTTP Status: `400 Bad Request`
+
+## CSV File Requirements
+
+### Transaction History File
+Should include columns such as:
+- Transaction date
+- Symbol
+- Action (Buy, Sell, etc.)
+- Quantity/Shares
+- Price
+- Amount
+- Account number
+
+### Realized Gains File
+Should include columns such as:
+- Symbol
+- Date acquired
+- Date sold
+- Proceeds
+- Cost basis
+- Gain/Loss
+
+<Note>
+  File format requirements may vary by brokerage. The system attempts to automatically detect and parse common formats.
+</Note>
+
+## Related Endpoints
+
+<CardGroup cols={2}>
+  <Card title="Upload History" icon="clock-rotate-left" href="/api-reference/upload-history">
+    View history of previous uploads
+  </Card>
+  <Card title="CSV Upload Feature" icon="file-csv" href="/features/csv-upload">
+    Learn more about CSV upload functionality
+  </Card>
+</CardGroup>

api-reference/upload-history.mdx

@@ -0,0 +1,148 @@
+---
+title: 'Get Upload History'
+api: 'GET /api/upload-history'
+description: 'Retrieves history of CSV file uploads with processing statistics'
+---
+
+## Endpoint
+
+```
+GET /api/upload-history
+```
+
+## Authentication
+
+Requires OAuth 2.0 authentication via session cookies.
+
+## Parameters
+
+None
+
+## Response
+
+<ResponseField name="success" type="boolean" required>
+  Indicates if the request was successful
+</ResponseField>
+
+<ResponseField name="history" type="array" required>
+  List of upload history objects
+  
+  <Expandable title="Upload History Object">
+    <ResponseField name="transaction_filename" type="string">
+      Name of transaction history CSV file
+    </ResponseField>
+    
+    <ResponseField name="gains_filename" type="string">
+      Name of realized gains CSV file
+    </ResponseField>
+    
+    <ResponseField name="timestamp" type="string">
+      Upload timestamp (ISO 8601 format)
+    </ResponseField>
+    
+    <ResponseField name="transaction_file_size" type="number">
+      Size of transaction file in bytes
+    </ResponseField>
+    
+    <ResponseField name="gains_file_size" type="number">
+      Size of gains file in bytes
+    </ResponseField>
+    
+    <ResponseField name="status" type="string">
+      Upload status (e.g., "success", "failed")
+    </ResponseField>
+    
+    <ResponseField name="user_email" type="string">
+      Email of user who uploaded
+    </ResponseField>
+    
+    <ResponseField name="account_id" type="number">
+      Account ID
+    </ResponseField>
+    
+    <ResponseField name="brokerage_account" type="string">
+      Brokerage account number
+    </ResponseField>
+    
+    <ResponseField name="transactions_processed" type="number">
+      Number of transactions processed
+    </ResponseField>
+    
+    <ResponseField name="months_updated" type="number">
+      Number of months updated
+    </ResponseField>
+  </Expandable>
+</ResponseField>
+
+## Example
+
+<CodeGroup>
+```bash cURL
+curl -X GET https://performance.miningwood.com/api/upload-history \
+  -H "Cookie: session=your_session_cookie"
+```
+
+```javascript JavaScript
+const response = await fetch('/api/upload-history');
+const data = await response.json();
+
+if (data.success) {
+  data.history.forEach(upload => {
+    console.log(`${upload.timestamp}: ${upload.transactions_processed} transactions`);
+  });
+}
+```
+
+```python Python
+import requests
+
+response = requests.get('https://performance.miningwood.com/api/upload-history')
+data = response.json()
+
+if data['success']:
+    for upload in data['history']:
+        print(f"{upload['timestamp']}: {upload['status']}")
+```
+</CodeGroup>
+
+## Response Example
+
+```json
+{
+  "success": true,
+  "history": [
+    {
+      "transaction_filename": "transactions.csv",
+      "gains_filename": "realized_gains.csv",
+      "timestamp": "2024-08-15T14:30:00",
+      "transaction_file_size": 524288,
+      "gains_file_size": 262144,
+      "status": "success",
+      "user_email": "user@example.com",
+      "account_id": 1,
+      "brokerage_account": "12345678",
+      "transactions_processed": 279,
+      "months_updated": 3
+    }
+  ]
+}
+```
+
+## Use Cases
+
+- Track upload activity and processing history
+- Audit data imports
+- Verify successful uploads
+- Monitor file sizes and processing metrics
+- Troubleshoot import issues
+
+## Related Endpoints
+
+<CardGroup cols={2}>
+  <Card title="Upload CSV" icon="upload" href="/api-reference/upload-csv">
+    Upload new transaction and gains files
+  </Card>
+  <Card title="CSV Upload Guide" icon="book" href="/features/csv-upload">
+    Learn about CSV upload process
+  </Card>
+</CardGroup>

docs.json

@@ -44,7 +44,8 @@
           {
             "group": "Overview",
             "pages": [
-              "api-reference/introduction"
+              "api-reference/introduction",
+              "api-reference/health"
             ]
           },
           {
@@ -56,11 +57,33 @@
               "api-reference/timeframe"
             ]
           },
+          {
+            "group": "Symbols",
+            "pages": [
+              "api-reference/symbols",
+              "api-reference/symbols-summary",
+              "api-reference/symbol-details"
+            ]
+          },
+          {
+            "group": "Calendar",
+            "pages": [
+              "api-reference/calendar"
+            ]
+          },
           {
             "group": "Portfolio",
             "pages": [
               "api-reference/portfolio-holdings",
-              "api-reference/portfolio-refresh"
+              "api-reference/portfolio-refresh",
+              "api-reference/portfolio-additional"
+            ]
+          },
+          {
+            "group": "Data Import",
+            "pages": [
+              "api-reference/upload-csv",
+              "api-reference/upload-history"
             ]
           },
           {