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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
70 lines
2.0 KiB
Plaintext
70 lines
2.0 KiB
Plaintext
---
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title: 'Trading Analysis'
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description: 'Analyze monthly trading performance and track profit/loss'
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---
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## Overview
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The Trading Analysis feature provides comprehensive monthly trading performance analysis with detailed profit/loss tracking, trade-by-trade breakdowns, and dividend income reporting.
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## Features
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<CardGroup cols={2}>
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<Card title="Monthly Navigation" icon="calendar">
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Navigate between months with trading data
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</Card>
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<Card title="P/L Display" icon="dollar-sign">
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Color-coded profit/loss amounts
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</Card>
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<Card title="Trade Details" icon="list">
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Detailed breakdown of individual trades
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</Card>
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<Card title="Dividend Tracking" icon="coins">
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Track dividend income separately
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</Card>
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</CardGroup>
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## Monthly Dashboard
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The dashboard displays:
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- **Total Trades**: Number of completed buy/sell transactions
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- **Winning Trades**: Number of profitable trades
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- **Win Rate**: Percentage of winning trades
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- **Trading P/L**: Profit/loss from trades
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- **Dividend Income**: Total dividends received
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- **Total Return**: Combined trading P/L and dividends
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## Trade Details
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Click on any profit/loss amount to see detailed trade information:
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- **Symbol**: Stock ticker
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- **Buy Date**: Purchase date
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- **Sell Date**: Sale date
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- **Buy Price**: Purchase price per share
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- **Sell Price**: Sale price per share
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- **Volume**: Number of shares traded
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- **Profit/Loss**: Total profit or loss
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- **Return %**: Percentage return
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## Hybrid Matching Algorithm
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The system uses a hybrid matching algorithm that combines:
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1. **Broker Realized Gains/Losses** - Pre-calculated lot matches with definitive P/L
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2. **Transaction History** - Complete record of all buy/sell transactions
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This achieves **broker-level accuracy** for closed positions.
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## Next Steps
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<CardGroup cols={2}>
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<Card title="CSV Upload" icon="file-csv" href="/features/csv-upload">
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Import your trading history
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</Card>
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<Card title="API Reference" icon="code" href="/api-reference/months">
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Integrate with the Trading API
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</Card>
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</CardGroup>
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