Portfolio Additional Operations

GET /api/portfolio/validate-symbol/<symbol>

{
  "valid": true,
  "symbol": "AAPL",
  "current_price": 195.50,
  "message": "AAPL is a valid symbol"
}

{
  "valid": false,
  "symbol": "INVALID",
  "error": "Symbol \"INVALID\" not found or invalid"
}

GET /api/portfolio/price/<symbol>

{
  "success": true,
  "symbol": "AAPL",
  "price_data": {
    "current_price": 195.50,
    "change": 2.50,
    "percent_change": 1.3,
    "high": 196.75,
    "low": 193.25,
    "open": 194.00,
    "previous_close": 193.00
  }
}

POST /api/portfolio/snapshot

{
  "snapshot_type": "MANUAL",
  "notes": "Monthly review"
}

{
  "success": true,
  "snapshot": {
    "id": 1,
    "snapshot_time": "2024-08-15T14:30:00",
    "total_value": 195500.00,
    "total_cost": 150500.00,
    "total_gain_loss": 45000.00,
    "total_return_pct": 29.9,
    "holdings_count": 10
  }
}

GET /api/portfolio/history

GET /api/portfolio/history?days=90&type=AUTOMATIC

{
  "history": [
    {
      "id": 1,
      "snapshot_time": "2024-08-15T14:30:00",
      "total_value": 195500.00,
      "total_cost": 150500.00,
      "total_gain_loss": 45000.00,
      "total_return_pct": 29.9,
      "holdings_count": 10,
      "snapshot_type": "AUTOMATIC",
      "notes": ""
    }
  ]
}

DELETE /api/portfolio/snapshot/<snapshot_id>

{
  "success": true,
  "message": "Deleted MANUAL snapshot from 2024-08-15T14:30:00"
}

POST /api/portfolio/upload-csv

POST /api/portfolio/upload

symbol,shares,cost_basis,security_type,notes
AAPL,100,150.50,STOCK,Long-term hold
TSLA,50,245.00,STOCK,Growth position
MSFT,75,320.00,STOCK,Tech diversification

{
  "success": true,
  "imported": 15,
  "updated": 3,
  "errors": [
    "Row 5: Invalid shares value for TSLA"
  ],
  "message": "Successfully imported 15 holdings and updated 3 existing holdings"
}