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>
80 lines
2.9 KiB
HTML
80 lines
2.9 KiB
HTML
{% if not portfolios %}
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<div class="empty">no portfolio snapshots yet</div>
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{% else %}
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{% for p in portfolios %}
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{# --- overall block --- #}
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<div class="pf-overall">
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<div class="pf-overall__head">
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<span class="pf-name">{{ p.name }}</span>
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<span class="pf-as-of">
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{% if p.snapshot_at %}{{ p.snapshot_at.strftime("%Y-%m-%d %H:%M UTC") }}{% else %}—{% endif %}
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</span>
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</div>
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<div class="pf-overall__grid">
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<div class="pf-stat">
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<div class="pf-stat-label">Total</div>
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<div class="pf-stat-value">{{ p.total_value | money }} <span class="pf-ccy">{{ p.currency }}</span></div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Invested</div>
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<div class="pf-stat-value">{{ p.invested | money }}</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Cash</div>
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<div class="pf-stat-value">{{ p.cash | money }}</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Unrealised P/L</div>
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<div class="pf-stat-value {% if p.unrealized_ppl is none %}neu{% elif p.unrealized_ppl >= 0 %}pos{% else %}neg{% endif %}">
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{{ p.unrealized_ppl | signed }}
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{% if p.total_cost and p.unrealized_ppl is not none %}
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<span class="pf-pct">({{ "%+.2f"|format(p.unrealized_ppl / p.total_cost * 100) }}%)</span>
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{% endif %}
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</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Realised P/L</div>
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<div class="pf-stat-value {% if p.realized_ppl is none %}neu{% elif p.realized_ppl >= 0 %}pos{% else %}neg{% endif %}">
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{{ p.realized_ppl | signed }}
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</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Positions</div>
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<div class="pf-stat-value">{{ p.positions | length }}</div>
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</div>
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</div>
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</div>
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{# --- per-position table --- #}
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<table class="dense">
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<thead>
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<tr>
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<th>Ticker</th>
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<th>Name</th>
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<th class="num">Qty</th>
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<th class="num">Avg</th>
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<th class="num">Last</th>
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<th class="num">P/L</th>
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<th class="num">%</th>
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</tr>
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</thead>
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<tbody>
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{% for pos in p.positions %}
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<tr>
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<td class="label">{{ pos.ticker }}</td>
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<td>{{ pos.name or "" }}</td>
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<td class="num">{{ pos.quantity | price }}</td>
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<td class="num neu">{{ pos.average_price | price }}</td>
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<td class="num">{{ pos.current_price | price }}</td>
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<td class="num {% if pos.ppl is none %}neu{% elif pos.ppl >= 0 %}pos{% else %}neg{% endif %}">
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{{ pos.ppl | signed }}
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</td>
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<td class="num {% if pos.ppl_pct is none %}neu{% elif pos.ppl_pct >= 0 %}pos{% else %}neg{% endif %}">
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{% if pos.ppl_pct is not none %}{{ "%+.2f"|format(pos.ppl_pct) }}%{% else %}—{% endif %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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{% endfor %}
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{% endif %}
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