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- 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
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.
Languages
MDX
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