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Overview

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.

Application Overview

Learn about the application’s purpose and architecture

Portfolio Management

Track holdings with real-time price updates from Finnhub

Trading Analysis

Analyze monthly trading performance and track P&L

API Reference

Explore the RESTful API endpoints

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Core Features

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.
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.
Google OAuth 2.0 integration with user-specific data isolation. Support for multiple users with separate brokerage accounts and authorized user controls.
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.
Analyze trading performance across custom date ranges. Compare periods, track trends, and generate reports for specific timeframes.
View trading activity calendar with monthly heat maps showing P&L by day. Quickly identify patterns and peak trading periods.

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Application Architecture

Flask

Python web framework for backend API and page rendering

PostgreSQL

Relational database for user data, trades, and holdings

Bootstrap

Frontend UI framework with custom styling

Finnhub API

Real-time market data integration

OAuth 2.0

Secure Google authentication

Chart.js

Interactive data visualizations

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Key Concepts

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Hybrid Matching Algorithm

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 for details.

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Multi-User Support

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

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.

Explore the Application

Read the application overview to understand how everything works together