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 to preview documentation changes locally:

npm i -g mint

Run the following command at the root of the documentation directory:

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.