Add portfolio holdings dashboard, event study engine, and production deployment#634
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ceekachandra-sudo wants to merge 12 commits into
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Add portfolio holdings dashboard, event study engine, and production deployment#634ceekachandra-sudo wants to merge 12 commits into
ceekachandra-sudo wants to merge 12 commits into
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Introduces holdings backend (model, repository, service, routes, migration) and frontend (pages, components, API service, types) with tab navigation support. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…dening Integrates the existing hedge-fund agents into the holdings workflow so users can analyze their portfolio with one click and receive educational action labels (ADD CAUTIOUSLY / HOLD / WATCH / REDUCE / REVIEW EXIT). Backend: - Portfolio agent service orchestrating all 18 agents per ticker - Async job system (background thread + polling endpoint) - Ticker normalization (US pass-through, UK/SEDOL marked unsupported) - Educational action rules with guardrails (never BUY/SELL NOW) - Watchlist CRUD + analysis - DB tables: watchlist, portfolio_analysis_results, analysis_jobs - Alembic migrations Frontend: - "Analyze Portfolio" button with async job polling - Expandable "Why?" row showing agent reasoning and factors - Confidence column, updated action badge colors - Watchlist view (add/remove/analyze) Dev workflow: - dev.bat / dev.sh — kills stale servers, inits DB, verifies routes, starts with --reload - db_init.py — creates missing tables/columns safely (--reset for full wipe) - verify_routes.py — checks all required endpoints and DB tables exist - README runbook for common 404/schema issues Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Analysis quality: fix ISF pence scaling, rewrite consensus synthesis, improve confidence calibration, add price estimates, better failure messages - Analysis tiers: quick_scan (0 tokens), standard (4 agents), deep_dive (all) with rate limiting and Deep Dive disabled by default - Deployment: Dockerfile, railway.toml, Postgres support via DATABASE_URL, CORS env config, static SPA serving from FastAPI - Auth: password gate with APP_PASSWORD_HASH, login screen in frontend - Beta UI: BetaLayout hides flow builder/debug, shows disclaimer banner - Table UX: expandable analysis rows with better discoverability and mobile support Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Removed EXPOSE 8000 and updated CMD syntax.
Added a comment indicating an update for Railway.
- Move health endpoint from / to /api/health
- Add explicit GET / route that serves index.html
- SPA catch-all /{path} serves static files or falls back to index.html
- Update railway.toml healthcheck to /api/health
- API routes still take priority over SPA catch-all
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Frontend was hardcoding http://localhost:8000 which doesn't resolve in production. Replaced all instances with centralized API_ROUTES constants that default to relative paths (same-origin). Added fetchWithTimeout to surface errors instead of hanging indefinitely. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Fix yfinance MultiIndex column issue that broke all single-ticker downloads - Fallback to yfinance when primary API returns fewer than 5 prices - Add Deep Dive rate limiting (5 runs/day, 5 tickers max per run) - Enable Deep Dive via DEEP_DIVE_ENABLED=true env var with confirmation dialog - Standard mode limited to 10 tickers per run - UI: stronger table headers, improved Details button, better card styling - UI: replace purple buttons with neutral slate, cleaner action badges Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Was only installed locally — Railway couldn't import it, causing all market data fetches to silently fail in production. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- DEEP_DIVE_ENABLED now read dynamically per-request instead of at import - Ignore FINANCIAL_DATASETS_API_KEY if set to placeholder "your-..." value - This prevents failed API calls that block yfinance fallback Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Author
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Hi! I've been using this project to build a personal portfolio tracker for my family's ISA accounts. I added holdings tracking, a Deep Dive analysis feature, and production deployment support via Docker/Railway. Happy to discuss or adjust anything! |
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