Giorgio Gilestro
a10409c02b
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>
90 lines
3.1 KiB
Python
90 lines
3.1 KiB
Python
"""Hourly Trading 212 snapshot. One Portfolio row per portfolio name
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(currently just 'pie'); one PortfolioSnapshot per run; N Position rows."""
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from __future__ import annotations
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import asyncio
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import httpx
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from sqlalchemy import select
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from app.config import get_settings
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from app.db import utcnow
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from app.jobs._helpers import job_lifecycle, log
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from app.models import Portfolio, PortfolioSnapshot, Position
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from app.services.trading212 import Trading212
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PORTFOLIO_NAME = "pie" # only one for now; multi-portfolio extension is schema-ready
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async def run() -> None:
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async with job_lifecycle("portfolio_job") as (session, jr):
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if jr.status == "skipped":
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return
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s = get_settings()
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if not (s.API_KEY and s.SECRET_KEY):
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log.warning("portfolio_job.skipped_no_creds")
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jr.status = "skipped"
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return
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t212 = Trading212()
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async with httpx.AsyncClient(follow_redirects=True) as client:
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summary = await t212.summary(client)
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positions = await t212.positions(client)
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# The instruments call is heavy (~5 MB / 17k rows) but it's our
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# only path to a human-readable name per ticker. Once per hour is
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# fine; later we could cache to disk.
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try:
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instruments = await t212.instruments(client)
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name_by_ticker = {
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i["ticker"]: i.get("name") or i.get("shortName") or i["ticker"]
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for i in (instruments or [])
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}
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except Exception:
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name_by_ticker = {}
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portfolio = (
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await session.execute(
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select(Portfolio).where(Portfolio.name == PORTFOLIO_NAME)
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)
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).scalar_one_or_none()
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if portfolio is None:
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portfolio = Portfolio(
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name=PORTFOLIO_NAME, source="trading212",
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currency=summary.get("currency", "GBP"),
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)
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session.add(portfolio)
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await session.flush() # need id for FK
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cash = (summary.get("cash") or {})
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investments = (summary.get("investments") or {})
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snap = PortfolioSnapshot(
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portfolio_id=portfolio.id,
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snapshot_at=utcnow(),
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total_value=summary.get("totalValue"),
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cash=cash.get("availableToTrade"),
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invested=investments.get("currentValue"),
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raw_json=summary,
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)
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session.add(snap)
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await session.flush()
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for p in positions or []:
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tkr = p.get("ticker", "")
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session.add(Position(
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snapshot_id=snap.id,
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ticker=tkr,
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name=name_by_ticker.get(tkr),
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quantity=p.get("quantity"),
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average_price=p.get("averagePrice"),
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current_price=p.get("currentPrice"),
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ppl=p.get("ppl"),
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))
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await session.commit()
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jr.items_written = len(positions or []) + 1
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log.info("portfolio_job.done", positions=len(positions or []))
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if __name__ == "__main__":
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asyncio.run(run())
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