mirror of
https://github.com/acedanger/docs.git
synced 2025-12-05 22:50:12 -08:00
feat: Add CI/CD setup guide with Gitea Actions for trading analysis application
feat: Implement multi-user support with separate brokerage accounts and user authentication feat: Configure SSO authentication setup using Google OAuth 2.0 for secure access refactor: Update index page to reflect new Trading Analysis Dashboard features and descriptions docs: Enhance quickstart guide for deploying Trading Analysis Dashboard with detailed steps chore: Add runner configuration for Gitea Actions with logging and container settings
This commit is contained in:
69
features/trading-analysis.mdx
Normal file
69
features/trading-analysis.mdx
Normal file
@@ -0,0 +1,69 @@
|
||||
---
|
||||
title: 'Trading Analysis'
|
||||
description: 'Analyze monthly trading performance and track profit/loss'
|
||||
---
|
||||
|
||||
## Overview
|
||||
|
||||
The Trading Analysis feature provides comprehensive monthly trading performance analysis with detailed profit/loss tracking, trade-by-trade breakdowns, and dividend income reporting.
|
||||
|
||||
## Features
|
||||
|
||||
<CardGroup cols={2}>
|
||||
<Card title="Monthly Navigation" icon="calendar">
|
||||
Navigate between months with trading data
|
||||
</Card>
|
||||
<Card title="P/L Display" icon="dollar-sign">
|
||||
Color-coded profit/loss amounts
|
||||
</Card>
|
||||
<Card title="Trade Details" icon="list">
|
||||
Detailed breakdown of individual trades
|
||||
</Card>
|
||||
<Card title="Dividend Tracking" icon="coins">
|
||||
Track dividend income separately
|
||||
</Card>
|
||||
</CardGroup>
|
||||
|
||||
## Monthly Dashboard
|
||||
|
||||
The dashboard displays:
|
||||
|
||||
- **Total Trades**: Number of completed buy/sell transactions
|
||||
- **Winning Trades**: Number of profitable trades
|
||||
- **Win Rate**: Percentage of winning trades
|
||||
- **Trading P/L**: Profit/loss from trades
|
||||
- **Dividend Income**: Total dividends received
|
||||
- **Total Return**: Combined trading P/L and dividends
|
||||
|
||||
## Trade Details
|
||||
|
||||
Click on any profit/loss amount to see detailed trade information:
|
||||
|
||||
- **Symbol**: Stock ticker
|
||||
- **Buy Date**: Purchase date
|
||||
- **Sell Date**: Sale date
|
||||
- **Buy Price**: Purchase price per share
|
||||
- **Sell Price**: Sale price per share
|
||||
- **Volume**: Number of shares traded
|
||||
- **Profit/Loss**: Total profit or loss
|
||||
- **Return %**: Percentage return
|
||||
|
||||
## Hybrid Matching Algorithm
|
||||
|
||||
The system uses a hybrid matching algorithm that combines:
|
||||
|
||||
1. **Broker Realized Gains/Losses** - Pre-calculated lot matches with definitive P/L
|
||||
2. **Transaction History** - Complete record of all buy/sell transactions
|
||||
|
||||
This achieves **broker-level accuracy** for closed positions.
|
||||
|
||||
## Next Steps
|
||||
|
||||
<CardGroup cols={2}>
|
||||
<Card title="CSV Upload" icon="file-csv" href="/features/csv-upload">
|
||||
Import your trading history
|
||||
</Card>
|
||||
<Card title="API Reference" icon="code" href="/api-reference/months">
|
||||
Integrate with the Trading API
|
||||
</Card>
|
||||
</CardGroup>
|
||||
Reference in New Issue
Block a user