mirror of
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synced 2025-12-05 22:50:12 -08:00
- 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
183 lines
4.7 KiB
Plaintext
183 lines
4.7 KiB
Plaintext
---
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title: 'Get Symbols Summary'
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api: 'GET /api/symbols/summary'
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description: 'Retrieves comprehensive summary data for all traded symbols including trading stats, dividends, and open positions'
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---
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## Endpoint
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```
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GET /api/symbols/summary
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```
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## Authentication
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Requires OAuth 2.0 authentication via session cookies.
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## Parameters
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None
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## Response
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<ResponseField name="success" type="boolean" required>
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Indicates if the request was successful
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</ResponseField>
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<ResponseField name="symbols" type="array" required>
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List of symbol summary objects with comprehensive trading statistics
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<Expandable title="Symbol Summary Object">
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<ResponseField name="symbol" type="string">
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Stock ticker symbol
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</ResponseField>
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<ResponseField name="total_trades" type="number">
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Total number of completed trades
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</ResponseField>
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<ResponseField name="trading_profit_loss" type="number">
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Total P&L from trades
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</ResponseField>
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<ResponseField name="winning_trades" type="number">
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Number of profitable trades
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</ResponseField>
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<ResponseField name="win_rate_percentage" type="number">
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Win rate percentage
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</ResponseField>
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<ResponseField name="avg_profit_loss" type="number">
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Average profit/loss per trade
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</ResponseField>
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<ResponseField name="avg_return_percentage" type="number">
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Average return percentage
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</ResponseField>
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<ResponseField name="total_volume" type="number">
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Total shares traded
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</ResponseField>
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<ResponseField name="total_dividend_payments" type="number">
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Number of dividend payments received
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</ResponseField>
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<ResponseField name="total_dividends" type="number">
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Total dividend income
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</ResponseField>
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<ResponseField name="total_return" type="number">
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Combined trading P&L and dividends
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</ResponseField>
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<ResponseField name="first_trade_date" type="string">
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Date of first trade (YYYY-MM-DD)
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</ResponseField>
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<ResponseField name="last_trade_date" type="string">
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Date of most recent trade (YYYY-MM-DD)
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</ResponseField>
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<ResponseField name="first_dividend_date" type="string">
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Date of first dividend
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</ResponseField>
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<ResponseField name="last_dividend_date" type="string">
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Date of most recent dividend
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</ResponseField>
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<ResponseField name="current_shares_held" type="number">
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Number of shares currently held
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</ResponseField>
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<ResponseField name="has_open_position" type="boolean">
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Whether user has an open position
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</ResponseField>
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</Expandable>
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</ResponseField>
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<ResponseField name="data_source" type="string" required>
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Database source (always "postgresql")
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</ResponseField>
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## Example
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<CodeGroup>
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```bash cURL
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curl -X GET https://performance.miningwood.com/api/symbols/summary \
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-H "Cookie: session=your_session_cookie"
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```
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```javascript JavaScript
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const response = await fetch('/api/symbols/summary');
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const data = await response.json();
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if (data.success) {
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data.symbols.forEach(symbol => {
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console.log(`${symbol.symbol}: ${symbol.total_trades} trades, ${symbol.win_rate_percentage}% win rate`);
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});
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}
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```
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```python Python
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import requests
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response = requests.get('https://performance.miningwood.com/api/symbols/summary')
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data = response.json()
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if data['success']:
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for symbol in data['symbols']:
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print(f"{symbol['symbol']}: ${symbol['trading_profit_loss']:.2f} P&L")
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```
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</CodeGroup>
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## Response Example
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```json
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{
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"success": true,
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"symbols": [
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{
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"symbol": "AAPL",
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"total_trades": 25,
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"trading_profit_loss": 3450.50,
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"winning_trades": 18,
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"win_rate_percentage": 72.0,
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"avg_profit_loss": 138.02,
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"avg_return_percentage": 2.15,
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"total_volume": 2500,
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"total_dividend_payments": 8,
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"total_dividends": 320.00,
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"total_return": 3770.50,
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"first_trade_date": "2024-01-15",
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"last_trade_date": "2024-08-30",
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"first_dividend_date": "2024-02-15",
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"last_dividend_date": "2024-08-15",
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"current_shares_held": 100,
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"has_open_position": true
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}
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],
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"data_source": "postgresql"
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}
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```
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## Use Cases
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- Performance comparison across different stocks
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- Identifying best and worst performing symbols
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- Portfolio allocation decisions based on historical performance
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- Risk analysis across different holdings
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## Related Endpoints
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<CardGroup cols={2}>
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<Card title="Symbol Details" icon="magnifying-glass" href="/api-reference/symbol-details">
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Get detailed trade-by-trade information for a specific symbol
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</Card>
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<Card title="Get Symbols" icon="list" href="/api-reference/symbols">
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Get list of all traded symbols
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</Card>
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</CardGroup>
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