Completes Phase B. The full alternative-onboarding flow is now end-to-end:
drop a T212 pie CSV → parser → InstrumentMap resolver → PortfolioSnapshot
+ Position rows, all without ever asking the user for broker credentials.
- persist_pie() in app/services/csv_import.py: takes a ParsedPie, resolves
each Slice via InstrumentMap, writes Portfolio + Snapshot + Position
rows. Unmapped slices are still persisted using their CSV values and
surfaced in the response for the UI to warn about.
- POST /api/portfolios/upload: multipart endpoint accepting CSV file +
optional portfolio_name + currency. 2 MiB cap. Returns import summary.
- /upload page with drag-drop dropzone, file input fallback, and inline
result panel showing invested/value/result + unmapped-slice warnings.
- New "Import" link in the header nav.
Verified end-to-end against the real T212 export: all 13 positions land
with correct T212 tickers (incl. FPp_EQ for the Paris TotalEnergies
listing the heuristic resolver picks), zero unmapped slices, totals
reconcile to the penny.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three new data sources hooked into the existing SOURCES registry. All
open APIs, no keys:
- EUROSTAT: prefix EUROSTAT:dataset?dim=val&... — current EU bond
yields (Bund/OAT/BTP/EZ) and Eurozone economic indicators that
FRED's OECD-mirror series stopped updating in 2022-2023.
- ONS: prefix ONS:topic/cdid/dataset — current UK CPI, unemployment,
GDP, industrial production. Replaces the 5+ month-stale FRED
LRHUTTTTGBM156S mirror.
New indicator groups in default.toml feed the strategic/fundamental
lens we converged on: valuation (CAPE/Buffett anchors), bubble_watch
(SKEW/VVIX/RSP vs SPY/HYG vs TLT/IPO/crypto), economy (multi-region,
ALL current-or-stale-flagged), bonds (UK/EU/US/JPN sovereign yields).
Indicator panel now opens with an AI "read" interpretation per group
(generated hourly at :07 UTC alongside an aggregate cross-group read
shown in the dashboard header). The aggregate is grounded by a markets
strip — NYSE/LSE/Frankfurt/Tokyo/HK/Shanghai with open/closed LEDs and
next-open countdown, computed locally from each exchange's tz.
Other UX bits: indicator-row tooltips populated from TOML notes;
rows whose last observation is >90 days old get a 'stale' chip;
ghost symbols (in DB but no longer in TOML) filtered out of the
panel; Eurostat/ONS symbols display as short codes rather than the
full API path.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Containerised macro-strategy dashboard: 4-panel web UI (indicators,
portfolio, flash news, AI strategic log), MariaDB store, hourly
ingestion jobs, OpenRouter-backed AI analysis.
Ports the four prototype scripts in the parent dir (market_pulse,
flash_news, trading212, strategic_log) into async services backed by a
persistent DB and served via FastAPI + Jinja2 + HTMX. APScheduler runs
as a separate compose service for crash-safety and easier restarts.
Portfolio composition + position names come live from Trading 212;
news per-ticker headlines reuse those names. Tone (NOVICE/INTERMEDIATE/
PRO) and analysis style (DRY/SPECULATIVE) are env-configurable and
stored on each log row so historical entries show what produced them.
Default model is deepseek/deepseek-v4-flash (overridable via env).
Light/dark theme toggle, sans-serif for prose surfaces, monospace for
data. Bearer-token auth, OpenRouter monthly cost cap, RSS feeds auto-
disabled on consecutive failures.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
