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113 lines
4.1 KiB
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113 lines
4.1 KiB
Plaintext
---
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title: "Trading Analysis Dashboard"
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description: "Documentation for a comprehensive platform to analyze trading performance and manage investment portfolios"
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---
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## Overview
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This documentation covers the Trading Analysis Dashboard - a Flask-based web application for tracking stock trading performance with real-time portfolio management and comprehensive reporting capabilities.
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<CardGroup cols={2}>
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<Card
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title="Application Overview"
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icon="info-circle"
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href="/quickstart"
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>
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Learn about the application's purpose and architecture
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</Card>
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<Card
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title="Portfolio Management"
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icon="chart-line"
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href="/features/portfolio-management"
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>
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Track holdings with real-time price updates from Finnhub
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</Card>
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<Card
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title="Trading Analysis"
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icon="magnifying-glass-chart"
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href="/features/trading-analysis"
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>
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Analyze monthly trading performance and track P&L
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</Card>
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<Card
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title="API Reference"
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icon="code"
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href="/api-reference/introduction"
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>
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Explore the RESTful API endpoints
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</Card>
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</CardGroup>
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## Core Features
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<AccordionGroup>
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<Accordion title="📊 Portfolio Tracking" icon="chart-pie">
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Track stock, ETF, and mutual fund holdings with real-time price updates from Finnhub. View allocation charts, performance metrics, and gain/loss analysis with automatic price refresh capabilities.
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</Accordion>
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<Accordion title="📈 Trading Analysis" icon="chart-line">
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Analyze monthly trading performance with detailed P&L breakdowns, win/loss ratios, and trade-by-trade analysis. Includes comprehensive reports with dividend tracking and hybrid matching algorithm for broker-level accuracy.
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</Accordion>
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<Accordion title="🔐 Authentication & Authorization" icon="lock">
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Google OAuth 2.0 integration with user-specific data isolation. Support for multiple users with separate brokerage accounts and authorized user controls.
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</Accordion>
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<Accordion title="📁 CSV Data Import" icon="file-csv">
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Import transaction history and holdings via CSV with drag-and-drop support. Real-time processing feedback and upload history tracking for portfolio and trading data.
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</Accordion>
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<Accordion title="📅 Timeframe Analysis" icon="calendar">
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Analyze trading performance across custom date ranges. Compare periods, track trends, and generate reports for specific timeframes.
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</Accordion>
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<Accordion title="📊 Trading Calendar" icon="calendar-days">
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View trading activity calendar with monthly heat maps showing P&L by day. Quickly identify patterns and peak trading periods.
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</Accordion>
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</AccordionGroup>
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## Application Architecture
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<CardGroup cols={3}>
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<Card title="Flask" icon="python">
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Python web framework for backend API and page rendering
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</Card>
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<Card title="PostgreSQL" icon="database">
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Relational database for user data, trades, and holdings
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</Card>
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<Card title="Bootstrap" icon="palette">
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Frontend UI framework with custom styling
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</Card>
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<Card title="Finnhub API" icon="chart-candlestick">
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Real-time market data integration
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</Card>
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<Card title="OAuth 2.0" icon="shield-check">
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Secure Google authentication
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</Card>
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<Card title="Chart.js" icon="chart-pie">
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Interactive data visualizations
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</Card>
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</CardGroup>
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## Key Concepts
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### Hybrid Matching Algorithm
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The trading analysis uses a hybrid matching system that combines broker-provided realized gains/losses with transaction history to achieve broker-level accuracy for closed positions. See [Hybrid Matching](/features/hybrid-matching) for details.
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### Multi-User Support
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The application supports multiple users with isolated data. Each user can have separate brokerage accounts and portfolios, with data access controlled by OAuth authentication.
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### Real-Time Price Updates
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Portfolio holdings are updated with real-time prices from Finnhub API, with intelligent rate limiting and caching to stay within API quotas while providing fresh data.
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<Card
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title="Explore the Application"
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icon="book-open"
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href="/quickstart"
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>
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Read the application overview to understand how everything works together
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</Card>
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