Refactor documentation: Remove outdated guides on CI/CD setup, multi-user support, and SSO authentication; update index and quickstart pages for clarity and improved structure; enhance feature descriptions and application overview.

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Peter Wood
2025-11-14 13:16:44 -05:00
parent 01424041ff
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---
title: "Trading Analysis Dashboard"
description: "A comprehensive platform for analyzing trading performance and managing your investment portfolio"
description: "Documentation for a comprehensive platform to analyze trading performance and manage investment portfolios"
---
## Welcome to Trading Analysis Dashboard
## Overview
A modern, interactive web application for tracking and analyzing your stock trading performance with real-time portfolio management and comprehensive reporting.
This documentation covers the Trading Analysis Dashboard - a Flask-based web application for tracking stock trading performance with real-time portfolio management and comprehensive reporting capabilities.
<CardGroup cols={2}>
<Card
title="Quick Start"
icon="rocket"
title="Application Overview"
icon="info-circle"
href="/quickstart"
>
Get up and running in minutes with our quick start guide
Learn about the application's purpose and architecture
</Card>
<Card
title="Portfolio Management"
icon="chart-line"
href="/features/portfolio-management"
>
Track your holdings with real-time price updates from Finnhub
Track holdings with real-time price updates from Finnhub
</Card>
<Card
title="Trading Analysis"
@@ -34,82 +34,79 @@ A modern, interactive web application for tracking and analyzing your stock trad
icon="code"
href="/api-reference/introduction"
>
Integrate with our comprehensive RESTful API
Explore the RESTful API endpoints
</Card>
</CardGroup>
## Key Features
## Core Features
<AccordionGroup>
<Accordion title="📊 Portfolio Tracking" icon="chart-pie">
Track your stock, ETF, and mutual fund holdings with real-time price updates from Finnhub. View allocation charts, performance metrics, and gain/loss analysis.
Track stock, ETF, and mutual fund holdings with real-time price updates from Finnhub. View allocation charts, performance metrics, and gain/loss analysis with automatic price refresh capabilities.
</Accordion>
<Accordion title="📈 Trading Analysis" icon="chart-line">
Analyze monthly trading performance with detailed P&L breakdowns, win/loss ratios, and trade-by-trade analysis. View comprehensive reports with dividend tracking.
Analyze monthly trading performance with detailed P&L breakdowns, win/loss ratios, and trade-by-trade analysis. Includes comprehensive reports with dividend tracking and hybrid matching algorithm for broker-level accuracy.
</Accordion>
<Accordion title="🔐 Secure Authentication" icon="lock">
Google OAuth 2.0 integration with user-specific data isolation. Support for multiple users with separate brokerage accounts.
<Accordion title="🔐 Authentication & Authorization" icon="lock">
Google OAuth 2.0 integration with user-specific data isolation. Support for multiple users with separate brokerage accounts and authorized user controls.
</Accordion>
<Accordion title="📁 CSV Upload" icon="file-csv">
Easy CSV import with drag-and-drop support. Real-time processing feedback and upload history tracking.
<Accordion title="📁 CSV Data Import" icon="file-csv">
Import transaction history and holdings via CSV with drag-and-drop support. Real-time processing feedback and upload history tracking for portfolio and trading data.
</Accordion>
<Accordion title="🚀 Docker Deployment" icon="docker">
Complete Docker Compose setup with PostgreSQL database, Caddy reverse proxy, and automatic HTTPS with Let's Encrypt.
<Accordion title="📅 Timeframe Analysis" icon="calendar">
Analyze trading performance across custom date ranges. Compare periods, track trends, and generate reports for specific timeframes.
</Accordion>
<Accordion title="⚙️ CI/CD Ready" icon="robot">
Full Gitea Actions workflow for automated testing, building, and deployment with security scanning and rollback capabilities.
<Accordion title="📊 Trading Calendar" icon="calendar-days">
View trading activity calendar with monthly heat maps showing P&L by day. Quickly identify patterns and peak trading periods.
</Accordion>
</AccordionGroup>
## Technology Stack
## Application Architecture
<CardGroup cols={3}>
<Card title="Flask" icon="python">
Python web framework
Python web framework for backend API and page rendering
</Card>
<Card title="PostgreSQL" icon="database">
Relational database
Relational database for user data, trades, and holdings
</Card>
<Card title="Docker" icon="docker">
Containerization
<Card title="Bootstrap" icon="palette">
Frontend UI framework with custom styling
</Card>
<Card title="Caddy" icon="server">
Reverse proxy & HTTPS
</Card>
<Card title="Finnhub" icon="chart-candlestick">
Real-time market data
<Card title="Finnhub API" icon="chart-candlestick">
Real-time market data integration
</Card>
<Card title="OAuth 2.0" icon="shield-check">
Secure authentication
Secure Google authentication
</Card>
<Card title="Chart.js" icon="chart-pie">
Interactive data visualizations
</Card>
</CardGroup>
## Getting Started
## Key Concepts
<Steps>
<Step title="Prerequisites">
Install Docker and Docker Compose, and obtain a Finnhub API key
</Step>
<Step title="Clone & Configure">
Clone the repository and set up your environment variables
</Step>
<Step title="Deploy">
Run the deployment script to start all services
</Step>
<Step title="Upload Data">
Import your trading data via CSV upload
</Step>
</Steps>
### Hybrid Matching Algorithm
The trading analysis uses a hybrid matching system that combines broker-provided realized gains/losses with transaction history to achieve broker-level accuracy for closed positions. See [Hybrid Matching](/features/hybrid-matching) for details.
### Multi-User Support
The application supports multiple users with isolated data. Each user can have separate brokerage accounts and portfolios, with data access controlled by OAuth authentication.
### Real-Time Price Updates
Portfolio holdings are updated with real-time prices from Finnhub API, with intelligent rate limiting and caching to stay within API quotas while providing fresh data.
<Card
title="Ready to dive in?"
title="Explore the Application"
icon="book-open"
href="/quickstart"
>
Check out our comprehensive quickstart guide to get your dashboard running in minutes
Read the application overview to understand how everything works together
</Card>