# Trading Analysis Dashboard Documentation This repository contains the documentation for the Trading Analysis Dashboard application - a Flask-based web platform for tracking and analyzing stock trading performance with real-time portfolio management. ## Documentation Structure - **Overview** - Application architecture, data models, and core concepts - **Features** - Detailed documentation of portfolio tracking, trading analysis, and data import capabilities - **API Reference** - RESTful API endpoint documentation with examples ## Local Development Install the [Mintlify CLI](https://www.npmjs.com/package/mint) to preview documentation changes locally: ```bash npm i -g mint ``` Run the following command at the root of the documentation directory: ```bash mint dev ``` View your local preview at `http://localhost:3000`. ## Publishing Changes Changes are automatically deployed to production after pushing to the default branch via GitHub integration. ## About the Application The Trading Analysis Dashboard provides: - **Portfolio Management** - Track stocks, ETFs, and mutual funds with real-time pricing - **Trading Analysis** - Monthly P&L reports with trade-by-trade detail - **Hybrid Matching** - Broker-level accuracy combining realized gains and transaction history - **CSV Import** - Bulk data import for holdings and transactions - **Multi-User Support** - OAuth authentication with isolated user data Built with Flask, PostgreSQL, and integrating with Finnhub for real-time market data.