Merge pull request #82 from wahyd4/feature/invest-portfolio

feat(invest): Add investment portfolio management feature

core/apps.py

@@ -105,3 +105,17 @@ class CoreConfig(AppConfig):
             import sys
             print(f'routermon: startup error (non-fatal): {exc}', file=sys.stderr, flush=True)
             logger.warning("routermon: startup error (non-fatal): %s", exc)
+
+        # ── invest: weekly portfolio snapshot (Saturday 08:00) ─────────────────
+        try:
+            from invest.tasks import snapshot_all_portfolios
+            from apscheduler.triggers.cron import CronTrigger
+            scheduler.add_job(
+                snapshot_all_portfolios,
+                CronTrigger(day_of_week='sat', hour=8, minute=0),
+                id='weekly_portfolio_snapshot',
+                replace_existing=True,
+            )
+            logger.info("invest: scheduled weekly portfolio snapshot (Saturday 08:00)")
+        except Exception as exc:
+            logger.warning("invest: snapshot scheduler setup failed: %s", exc)

core/settings.py

@@ -20,6 +20,7 @@ INSTALLED_APPS = [
     'new_theme',
     'simplemde',
     'markdown',  # 只需要基本的markdown包
+    'invest',
     'netscan',
     'nginxmon',
     'routermon',

core/urls.py

@@ -31,6 +31,7 @@ urlpatterns = [
     path('admin/', admin.site.urls),
     # Add API URLs before locale URLs
     path('api/', include('links.api_urls')),  # New line for API routes
+    path('api/invest/', include('invest.api_urls')),
     # Media files
     path('media/<path:path>', serve, {
         'document_root': settings.MEDIA_ROOT,
@@ -46,6 +47,8 @@ urlpatterns = [
     path('custom/<slug:alias>/', CustomLinkView.as_view(), name='custom_link'),
     path('custom/<slug:alias>/edit/', LinkUpdateView.as_view(), name='custom_link_update'),
 
+    path('invest/', include('invest.urls')),
+
     # Include netscan and files BEFORE links.urls to prevent the alias catch-all from intercepting them
     path('ui/netscan/', include('netscan.urls')),
     path('ui/nginxmon/', include('nginxmon.urls')),

invest/api_urls.py

@@ -0,0 +1,14 @@
+from django.urls import path, include
+from rest_framework.routers import DefaultRouter
+
+from .views import PortfolioViewSet, StockViewSet, TransactionViewSet, AIUpdateView
+
+router = DefaultRouter()
+router.register(r'portfolios', PortfolioViewSet, basename='invest-portfolio')
+router.register(r'stocks', StockViewSet, basename='invest-stock')
+router.register(r'transactions', TransactionViewSet, basename='invest-transaction')
+
+urlpatterns = [
+    path('', include(router.urls)),
+    path('ai-update/', AIUpdateView.as_view(), name='invest-ai-update'),
+]

invest/apps.py

@@ -0,0 +1,7 @@
+from django.apps import AppConfig
+
+
+class InvestConfig(AppConfig):
+    default_auto_field = 'django.db.models.BigAutoField'
+    name = 'invest'
+    verbose_name = 'Investment Portfolio'

invest/migrations/0001_initial.py

@@ -0,0 +1,57 @@
+# Generated by Django 5.2.12 on 2026-04-18 11:31
+
+import django.core.validators
+import django.db.models.deletion
+from decimal import Decimal
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    initial = True
+
+    dependencies = [
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Portfolio',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100)),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+            ],
+            options={
+                'ordering': ['name'],
+            },
+        ),
+        migrations.CreateModel(
+            name='Transaction',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('action', models.CharField(choices=[('BUY', 'Buy'), ('SELL', 'Sell')], max_length=4)),
+                ('stock_code', models.CharField(help_text="Stock ticker code, e.g., 'NVDA', '9988.HK'", max_length=20)),
+                ('quantity', models.DecimalField(decimal_places=6, help_text='Number of shares', max_digits=20, validators=[django.core.validators.MinValueValidator(Decimal('0.000001'))])),
+                ('price_per_share', models.DecimalField(decimal_places=6, help_text='Price per share at time of transaction', max_digits=20, validators=[django.core.validators.MinValueValidator(Decimal('0'))])),
+                ('date', models.DateField()),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('portfolio', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='transactions', to='invest.portfolio')),
+            ],
+            options={
+                'ordering': ['-date', '-created_at'],
+            },
+        ),
+        migrations.CreateModel(
+            name='Stock',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('stock_code', models.CharField(help_text="Stock ticker code, e.g., 'NVDA', '9988.HK'", max_length=20)),
+                ('quantity', models.DecimalField(decimal_places=6, default=Decimal('0'), help_text='Number of shares held', max_digits=20, validators=[django.core.validators.MinValueValidator(Decimal('0'))])),
+                ('portfolio', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='stocks', to='invest.portfolio')),
+            ],
+            options={
+                'ordering': ['stock_code'],
+                'unique_together': {('portfolio', 'stock_code')},
+            },
+        ),
+    ]

invest/migrations/0002_remove_transaction_price_per_share_and_more.py

@@ -0,0 +1,53 @@
+# Generated by Django 5.2.12 on 2026-04-18 11:48
+
+import django.core.validators
+import django.db.models.deletion
+from decimal import Decimal
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('invest', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='transaction',
+            name='price_per_share',
+        ),
+        migrations.AlterField(
+            model_name='stock',
+            name='quantity',
+            field=models.DecimalField(decimal_places=6, default=Decimal('0'), max_digits=20, validators=[django.core.validators.MinValueValidator(Decimal('0'))]),
+        ),
+        migrations.AlterField(
+            model_name='stock',
+            name='stock_code',
+            field=models.CharField(help_text="Stock ticker, e.g. 'NVDA', '9988.HK'", max_length=20),
+        ),
+        migrations.AlterField(
+            model_name='transaction',
+            name='quantity',
+            field=models.DecimalField(decimal_places=6, max_digits=20, validators=[django.core.validators.MinValueValidator(Decimal('0.000001'))]),
+        ),
+        migrations.AlterField(
+            model_name='transaction',
+            name='stock_code',
+            field=models.CharField(max_length=20),
+        ),
+        migrations.CreateModel(
+            name='PortfolioSnapshot',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('captured_at', models.DateTimeField()),
+                ('total_value', models.DecimalField(decimal_places=2, max_digits=20)),
+                ('portfolio', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='snapshots', to='invest.portfolio')),
+            ],
+            options={
+                'ordering': ['-captured_at'],
+                'indexes': [models.Index(fields=['portfolio', 'captured_at'], name='invest_port_portfol_2f1f60_idx')],
+            },
+        ),
+    ]

invest/models.py

@@ -0,0 +1,74 @@
+from django.db import models
+from django.core.validators import MinValueValidator
+from decimal import Decimal
+
+
+class Portfolio(models.Model):
+    """Represents an investment account/portfolio (e.g., 'MOMO', 'User IBKR')."""
+    name = models.CharField(max_length=100)
+    created_at = models.DateTimeField(auto_now_add=True)
+
+    def __str__(self):
+        return self.name
+
+    class Meta:
+        ordering = ['name']
+
+
+class Stock(models.Model):
+    """Current holdings for a portfolio. Quantity only — no cost tracking."""
+    portfolio = models.ForeignKey(Portfolio, on_delete=models.CASCADE, related_name='stocks')
+    stock_code = models.CharField(max_length=20, help_text="Stock ticker, e.g. 'NVDA', '9988.HK'")
+    quantity = models.DecimalField(
+        max_digits=20,
+        decimal_places=6,
+        default=Decimal('0'),
+        validators=[MinValueValidator(Decimal('0'))],
+    )
+
+    class Meta:
+        unique_together = [('portfolio', 'stock_code')]
+        ordering = ['stock_code']
+
+    def __str__(self):
+        return f"{self.stock_code} ({self.portfolio.name})"
+
+
+class Transaction(models.Model):
+    """Buy/sell event log. No price stored — only quantity changes tracked."""
+    ACTION_BUY = 'BUY'
+    ACTION_SELL = 'SELL'
+    ACTION_CHOICES = [(ACTION_BUY, 'Buy'), (ACTION_SELL, 'Sell')]
+
+    portfolio = models.ForeignKey(Portfolio, on_delete=models.CASCADE, related_name='transactions')
+    action = models.CharField(max_length=4, choices=ACTION_CHOICES)
+    stock_code = models.CharField(max_length=20)
+    quantity = models.DecimalField(
+        max_digits=20,
+        decimal_places=6,
+        validators=[MinValueValidator(Decimal('0.000001'))],
+    )
+    date = models.DateField()
+    created_at = models.DateTimeField(auto_now_add=True)
+
+    class Meta:
+        ordering = ['-date', '-created_at']
+
+    def __str__(self):
+        return f"{self.action} {self.quantity} {self.stock_code} on {self.date}"
+
+
+class PortfolioSnapshot(models.Model):
+    """Weekly total-value snapshot per portfolio, captured Saturday 8 AM."""
+    portfolio = models.ForeignKey(Portfolio, on_delete=models.CASCADE, related_name='snapshots')
+    captured_at = models.DateTimeField()
+    total_value = models.DecimalField(max_digits=20, decimal_places=2)
+
+    class Meta:
+        ordering = ['-captured_at']
+        indexes = [
+            models.Index(fields=['portfolio', 'captured_at']),
+        ]
+
+    def __str__(self):
+        return f"{self.portfolio.name} @ {self.captured_at:%Y-%m-%d %H:%M}: ${self.total_value}"

invest/serializers.py

@@ -0,0 +1,140 @@
+from rest_framework import serializers
+from .models import Portfolio, Stock, Transaction
+
+
+class StockSerializer(serializers.ModelSerializer):
+    class Meta:
+        model = Stock
+        fields = ['id', 'portfolio', 'stock_code', 'quantity']
+        read_only_fields = ['id']
+
+
+class TransactionSerializer(serializers.ModelSerializer):
+    action_display = serializers.CharField(source='get_action_display', read_only=True)
+
+    class Meta:
+        model = Transaction
+        fields = [
+            'id', 'portfolio', 'action', 'action_display',
+            'stock_code', 'quantity', 'date', 'created_at',
+        ]
+        read_only_fields = ['id', 'created_at']
+
+
+class PortfolioSerializer(serializers.ModelSerializer):
+    stocks = StockSerializer(many=True, read_only=True)
+
+    class Meta:
+        model = Portfolio
+        fields = ['id', 'name', 'created_at', 'stocks']
+        read_only_fields = ['id', 'created_at']
+
+
+class PortfolioListSerializer(serializers.ModelSerializer):
+    stock_count = serializers.SerializerMethodField()
+
+    class Meta:
+        model = Portfolio
+        fields = ['id', 'name', 'created_at', 'stock_count']
+        read_only_fields = ['id', 'created_at']
+
+    def get_stock_count(self, obj):
+        return obj.stocks.count()
+
+
+# ---------------------------------------------------------------------------
+# AI Update
+# ---------------------------------------------------------------------------
+
+class AIHoldingInputSerializer(serializers.Serializer):
+    stock_code = serializers.CharField()
+    quantity = serializers.FloatField()
+
+
+class AIUpdateSerializer(serializers.Serializer):
+    portfolio_id = serializers.IntegerField()
+    holdings = AIHoldingInputSerializer(many=True)
+    reset = serializers.BooleanField(default=False)
+
+
+
+class TransactionSerializer(serializers.ModelSerializer):
+    action_display = serializers.CharField(source='get_action_display', read_only=True)
+
+    class Meta:
+        model = Transaction
+        fields = [
+            'id', 'portfolio', 'action', 'action_display',
+            'stock_code', 'quantity', 'price_per_share', 'date',
+            'created_at',
+        ]
+        read_only_fields = ['id', 'created_at']
+
+
+class PortfolioSerializer(serializers.ModelSerializer):
+    stocks = StockSerializer(many=True, read_only=True)
+
+    class Meta:
+        model = Portfolio
+        fields = ['id', 'name', 'created_at', 'stocks']
+        read_only_fields = ['id', 'created_at']
+
+
+class PortfolioListSerializer(serializers.ModelSerializer):
+    stock_count = serializers.SerializerMethodField()
+
+    class Meta:
+        model = Portfolio
+        fields = ['id', 'name', 'created_at', 'stock_count']
+        read_only_fields = ['id', 'created_at']
+
+    def get_stock_count(self, obj):
+        return obj.stocks.count()
+
+
+# --------------------------------------------------------------------------+
+# Holdings (with real-time prices)                                          |
+# -------------------------------------------------------------------------+
+
+class HoldingSerializer(serializers.Serializer):
+    stock_code = serializers.CharField()
+    quantity = serializers.FloatField()
+    avg_cost = serializers.FloatField()
+    current_price = serializers.FloatField()
+    current_value = serializers.FloatField()
+    unrealized_pnl = serializers.FloatField()
+    unrealized_pnl_pct = serializers.FloatField()
+
+
+class PortfolioHoldingsSerializer(serializers.Serializer):
+    portfolio_id = serializers.IntegerField()
+    portfolio_name = serializers.CharField()
+    holdings = HoldingSerializer(many=True)
+    total_value = serializers.FloatField()
+    total_cost = serializers.FloatField()
+    total_pnl = serializers.FloatField()
+    total_pnl_pct = serializers.FloatField()
+
+
+# --------------------------------------------------------------------------+
+# AI Update                                                                 |
+# -------------------------------------------------------------------------+
+
+class AIHoldingInputSerializer(serializers.Serializer):
+    stock_code = serializers.CharField()
+    quantity = serializers.FloatField()
+    avg_cost = serializers.FloatField(required=False, default=0.0)
+
+
+class AIUpdateSerializer(serializers.Serializer):
+    portfolio_id = serializers.IntegerField()
+    holdings = AIHoldingInputSerializer(many=True)
+    reset = serializers.BooleanField(default=False)
+
+
+class AIUpdateResultSerializer(serializers.Serializer):
+    stock_code = serializers.CharField()
+    quantity = serializers.FloatField()
+    avg_cost = serializers.FloatField()
+    stock_created = serializers.BooleanField()
+    tx_status = serializers.CharField()

invest/services.py

@@ -0,0 +1,360 @@
+"""
+Service layer for the invest app.
+Prices fetched from Yahoo Finance on demand via yfinance.
+No cost basis or P&L tracking.
+"""
+import json
+import logging
+from decimal import Decimal
+from datetime import datetime, timedelta
+from typing import Optional
+
+from django.db.models import Sum
+
+from .models import Portfolio, Stock, PortfolioSnapshot
+
+logger = logging.getLogger(__name__)
+
+# ---------------------------------------------------------------------------
+# In-process price cache (5 min TTL)
+# ---------------------------------------------------------------------------
+
+_price_cache: dict[str, tuple[float, datetime]] = {}
+_PRICE_CACHE_TTL_SECONDS = 300
+
+
+def _get_yfinance_price(stock_code: str) -> Optional[float]:
+    try:
+        import yfinance as yf
+        ticker = yf.Ticker(stock_code)
+        hist = ticker.history(period="1d")
+        if hist.empty:
+            return None
+        return float(hist["Close"].iloc[-1])
+    except Exception as exc:
+        logger.warning("yfinance failed for %s: %s", stock_code, exc)
+        return None
+
+
+def get_current_price(stock_code: str) -> Optional[float]:
+    now = datetime.now()
+    cached = _price_cache.get(stock_code)
+    if cached:
+        price, cached_at = cached
+        if (now - cached_at).total_seconds() < _PRICE_CACHE_TTL_SECONDS:
+            return price
+    price = _get_yfinance_price(stock_code)
+    if price is not None:
+        _price_cache[stock_code] = (price, now)
+        return price
+    if cached:
+        logger.info("Using stale cached price for %s", stock_code)
+        return cached[0]
+    return None
+
+
+# ---------------------------------------------------------------------------
+# Portfolio value (live prices, no cost tracking)
+# ---------------------------------------------------------------------------
+
+def get_portfolio_value(portfolio: Portfolio) -> dict:
+    """Return live holdings with current prices and total value."""
+    holdings = []
+    total_value = Decimal('0')
+
+    for stock in portfolio.stocks.filter(quantity__gt=0):
+        price = get_current_price(stock.stock_code) or 0.0
+        value = Decimal(str(price)) * stock.quantity
+        holdings.append({
+            'stock_code': stock.stock_code,
+            'quantity': float(stock.quantity),
+            'current_price': price,
+            'current_value': float(value),
+        })
+        total_value += value
+
+    return {
+        'portfolio_id': portfolio.id,
+        'portfolio_name': portfolio.name,
+        'holdings': holdings,
+        'total_value': float(total_value),
+    }
+
+
+# ---------------------------------------------------------------------------
+# Weekly snapshot overview
+# ---------------------------------------------------------------------------
+
+def _get_snapshot_total(date) -> Optional[float]:
+    result = PortfolioSnapshot.objects.filter(
+        captured_at__date=date
+    ).aggregate(total=Sum('total_value'))['total']
+    return float(result) if result is not None else None
+
+
+def get_weekly_overview() -> dict:
+    """
+    Compute overview from the two most recent Saturday snapshots.
+    Returns totals, week-over-week change, and per-portfolio rows.
+    """
+    # Find the 2 most recent distinct snapshot dates
+    seen_days: list = []
+    for dt in (PortfolioSnapshot.objects
+               .values_list('captured_at', flat=True)
+               .order_by('-captured_at')):
+        day = dt.date() if hasattr(dt, 'date') else dt
+        if day not in seen_days:
+            seen_days.append(day)
+        if len(seen_days) == 2:
+            break
+
+    this_week_date = seen_days[0] if len(seen_days) >= 1 else None
+    last_week_date = seen_days[1] if len(seen_days) >= 2 else None
+
+    this_week_total = _get_snapshot_total(this_week_date) if this_week_date else None
+    last_week_total = _get_snapshot_total(last_week_date) if last_week_date else None
+
+    week_gain = None
+    week_change_pct = None
+    if this_week_total is not None and last_week_total is not None and last_week_total > 0:
+        week_gain = this_week_total - last_week_total
+        week_change_pct = round((week_gain / last_week_total) * 100, 2)
+
+    # Per-portfolio breakdown
+    _palette = [
+        {'badge': 'bg-indigo-100 text-indigo-800',  'row': 'bg-indigo-50',  'border': 'border-indigo-200'},
+        {'badge': 'bg-emerald-100 text-emerald-800', 'row': 'bg-emerald-50', 'border': 'border-emerald-200'},
+        {'badge': 'bg-amber-100 text-amber-800',     'row': 'bg-amber-50',   'border': 'border-amber-200'},
+        {'badge': 'bg-rose-100 text-rose-800',       'row': 'bg-rose-50',    'border': 'border-rose-200'},
+        {'badge': 'bg-sky-100 text-sky-800',         'row': 'bg-sky-50',     'border': 'border-sky-200'},
+    ]
+    portfolio_rows = []
+    for idx, portfolio in enumerate(Portfolio.objects.all()):
+        def _snap(date):
+            if not date:
+                return None
+            s = PortfolioSnapshot.objects.filter(
+                portfolio=portfolio, captured_at__date=date
+            ).first()
+            return float(s.total_value) if s else None
+
+        this_val = _snap(this_week_date)
+        last_val = _snap(last_week_date)
+
+        change = change_pct = None
+        if this_val is not None and last_val is not None and last_val > 0:
+            change = this_val - last_val
+            change_pct = round((change / last_val) * 100, 2)
+
+        portfolio_rows.append({
+            'portfolio': portfolio,
+            'this_week_value': this_val,
+            'last_week_value': last_val,
+            'change': change,
+            'change_pct': change_pct,
+            'position_count': portfolio.stocks.filter(quantity__gt=0).count(),
+            'colors': _palette[idx % len(_palette)],
+        })
+
+    return {
+        'this_week_total': this_week_total,
+        'last_week_total': last_week_total,
+        'this_week_date': this_week_date,
+        'last_week_date': last_week_date,
+        'week_gain': week_gain,
+        'week_change_pct': week_change_pct,
+        'portfolio_rows': portfolio_rows,
+        'portfolio_count': Portfolio.objects.count(),
+    }
+
+
+# ---------------------------------------------------------------------------
+# Holdings sync (AI / manual)
+# ---------------------------------------------------------------------------
+
+def get_all_holdings() -> list[dict]:
+    """
+    Return live holdings for every portfolio, grouped for dashboard display.
+    Each entry: portfolio, portfolio_color_class, holdings (list), total_value
+    """
+    # Assign a distinct Tailwind color set per portfolio (cycled if more than defined)
+    palette = [
+        {'badge': 'bg-indigo-100 text-indigo-800',  'row': 'bg-indigo-50',  'border': 'border-indigo-200'},
+        {'badge': 'bg-emerald-100 text-emerald-800', 'row': 'bg-emerald-50', 'border': 'border-emerald-200'},
+        {'badge': 'bg-amber-100 text-amber-800',     'row': 'bg-amber-50',   'border': 'border-amber-200'},
+        {'badge': 'bg-rose-100 text-rose-800',       'row': 'bg-rose-50',    'border': 'border-rose-200'},
+        {'badge': 'bg-sky-100 text-sky-800',         'row': 'bg-sky-50',     'border': 'border-sky-200'},
+    ]
+
+    result = []
+    for idx, portfolio in enumerate(Portfolio.objects.all()):
+        colors = palette[idx % len(palette)]
+        data = get_portfolio_value(portfolio)
+        result.append({
+            'portfolio': portfolio,
+            'colors': colors,
+            'holdings': data['holdings'],
+            'total_value': data['total_value'],
+        })
+    return result
+
+
+# ---------------------------------------------------------------------------
+# Performance chart data (cumulative % from first snapshot + benchmarks)
+# ---------------------------------------------------------------------------
+
+# Simple in-process cache — benchmarks don't need to refresh every page load
+_chart_cache: dict = {}
+_CHART_CACHE_TTL = 900  # 15 minutes
+
+
+def get_performance_chart_data() -> Optional[str]:
+    """
+    Build Chart.js-ready JSON with cumulative % return from the earliest snapshot.
+    Base week = 0%. Each portfolio gets a series; S&P 500 (SPY) and QQQ added as benchmarks.
+    Returns a JSON string (safe to pass directly to the template) or None if no snapshots.
+    """
+    now = datetime.now()
+    cached = _chart_cache.get('performance')
+    if cached:
+        data, cached_at = cached
+        if (now - cached_at).total_seconds() < _CHART_CACHE_TTL:
+            return data
+
+    result = _build_performance_chart_data()
+    _chart_cache['performance'] = (result, now)
+    return result
+
+
+def _build_performance_chart_data() -> Optional[str]:
+    # Collect all distinct snapshot dates in ascending order
+    all_dates: list = []
+    for dt in (PortfolioSnapshot.objects
+               .values_list('captured_at', flat=True)
+               .order_by('captured_at')):
+        day = dt.date() if hasattr(dt, 'date') else dt
+        if day not in all_dates:
+            all_dates.append(day)
+
+    if not all_dates:
+        return None
+
+    base_date = all_dates[0]
+
+    # Per-portfolio cumulative % series
+    portfolio_colors = ['#2563EB', '#7C3AED', '#0D9488', '#DB2777', '#EA580C']
+    datasets = []
+
+    for idx, portfolio in enumerate(Portfolio.objects.all()):
+        snaps = {
+            (snap.captured_at.date() if hasattr(snap.captured_at, 'date') else snap.captured_at): float(snap.total_value)
+            for snap in PortfolioSnapshot.objects.filter(portfolio=portfolio).order_by('captured_at')
+        }
+        base_val = snaps.get(base_date)
+        if not base_val or base_val == 0:
+            continue
+
+        data_pts = [
+            round((snaps[d] - base_val) / base_val * 100, 2) if d in snaps else None
+            for d in all_dates
+        ]
+        color = portfolio_colors[idx % len(portfolio_colors)]
+        datasets.append({
+            'label': portfolio.name,
+            'data': data_pts,
+            'borderColor': color,
+            'backgroundColor': color,
+            'borderWidth': 2,
+            'pointRadius': 5,
+            'pointHoverRadius': 7,
+            'tension': 0.3,
+            'borderDash': [],
+            'fill': False,
+        })
+
+    # Benchmark series — start 7 days before base to capture the last trading day prior
+    start_str = (base_date - timedelta(days=7)).isoformat()
+    end_str = (all_dates[-1] + timedelta(days=5)).isoformat()
+
+    def _benchmark(ticker: str, label: str, color: str) -> Optional[dict]:
+        try:
+            import yfinance as yf
+            hist = yf.Ticker(ticker).history(start=start_str, end=end_str)
+            if hist.empty:
+                return None
+            # Build date → close mapping
+            closes = {
+                (d.date() if hasattr(d, 'date') else d): float(v)
+                for d, v in hist['Close'].items()
+            }
+            sorted_trading_days = sorted(closes.keys())
+
+            def closest_close(target):
+                candidates = [td for td in sorted_trading_days if td <= target]
+                return closes[candidates[-1]] if candidates else None
+
+            base_price = closest_close(base_date)
+            if not base_price:
+                return None
+            data_pts = [
+                round((closest_close(d) - base_price) / base_price * 100, 2)
+                if closest_close(d) is not None else None
+                for d in all_dates
+            ]
+            return {
+                'label': label,
+                'data': data_pts,
+                'borderColor': color,
+                'backgroundColor': color,
+                'borderWidth': 1.5,
+                'pointRadius': 3,
+                'pointHoverRadius': 5,
+                'tension': 0.3,
+                'borderDash': [5, 5],
+                'fill': False,
+            }
+        except Exception as exc:
+            logger.warning("benchmark %s failed: %s", ticker, exc)
+            return None
+
+    spy = _benchmark('SPY', 'S&P 500', '#D97706')
+    qqq = _benchmark('QQQ', 'QQQ', '#16A34A')
+    if spy:
+        datasets.append(spy)
+    if qqq:
+        datasets.append(qqq)
+
+    labels = [d.strftime('%b %-d') for d in all_dates]
+    return json.dumps({'labels': labels, 'datasets': datasets})
+
+
+def ai_update_holdings(portfolio: Portfolio, holdings: list[dict], reset: bool = False) -> dict:
+    """Update Stock records. No cost/price tracking."""
+    from django.db import transaction as db_transaction
+
+    results = []
+    with db_transaction.atomic():
+        if reset:
+            portfolio.stocks.all().delete()
+
+        for item in holdings:
+            stock_code = item['stock_code']
+            quantity = Decimal(str(item['quantity']))
+
+            stock, created = Stock.objects.update_or_create(
+                portfolio=portfolio,
+                stock_code=stock_code,
+                defaults={'quantity': quantity},
+            )
+            results.append({
+                'stock_code': stock_code,
+                'quantity': float(quantity),
+                'created': created,
+            })
+
+    return {
+        'portfolio_id': portfolio.id,
+        'portfolio_name': portfolio.name,
+        'reset': reset,
+        'results': results,
+    }

invest/tasks.py

@@ -0,0 +1,46 @@
+"""
+Background tasks for the invest app.
+"""
+import logging
+from decimal import Decimal
+from datetime import datetime
+
+logger = logging.getLogger(__name__)
+
+
+def snapshot_all_portfolios():
+    """
+    Capture a PortfolioSnapshot for every portfolio.
+    Scheduled every Saturday at 08:00. Also callable manually for backfill.
+    """
+    from django.utils import timezone
+    from .models import Portfolio, PortfolioSnapshot
+    from .services import get_portfolio_value
+
+    now = timezone.now()
+    today = now.date()
+    logger.info("invest: starting portfolio snapshot at %s", now)
+
+    count = 0
+    for portfolio in Portfolio.objects.prefetch_related('stocks').all():
+        try:
+            data = get_portfolio_value(portfolio)
+            total_value = Decimal(str(data['total_value']))
+
+            # One snapshot per portfolio per day — overwrite if run twice
+            PortfolioSnapshot.objects.filter(
+                portfolio=portfolio,
+                captured_at__date=today,
+            ).delete()
+
+            PortfolioSnapshot.objects.create(
+                portfolio=portfolio,
+                captured_at=now,
+                total_value=total_value,
+            )
+            count += 1
+            logger.info("invest: snapshot %s = $%.2f", portfolio.name, total_value)
+        except Exception as exc:
+            logger.error("invest: snapshot failed for %s: %s", portfolio.name, exc, exc_info=True)
+
+    logger.info("invest: snapshot complete — %d portfolios", count)

invest/template_views.py

@@ -0,0 +1,66 @@
+"""Template views for the invest app."""
+import logging
+
+from django.shortcuts import render, get_object_or_404
+from django.utils import timezone
+
+from .models import Portfolio
+from .services import get_portfolio_value, get_weekly_overview, get_all_holdings, get_performance_chart_data
+
+logger = logging.getLogger(__name__)
+
+
+def dashboard(request):
+    """Landing page: weekly snapshot overview + per-portfolio table."""
+    overview = get_weekly_overview()
+
+    # Determine current Australian financial year (Jul–Jun)
+    now = timezone.now()
+    fy_start = now.year if now.month >= 7 else now.year - 1
+    fy_label = f"FY {str(fy_start)[2:]}-{str(fy_start + 1)[2:]}"
+
+    all_holdings = get_all_holdings()
+    # Merge snapshot data (value, change, change_pct) into each holdings group
+    rows_by_id = {row['portfolio'].id: row for row in overview.get('portfolio_rows', [])}
+    for group in all_holdings:
+        row = rows_by_id.get(group['portfolio'].id, {})
+        group['this_week_value'] = row.get('this_week_value')
+        group['change'] = row.get('change')
+        group['change_pct'] = row.get('change_pct')
+        group['position_count'] = row.get('position_count', len(group['holdings']))
+
+    return render(request, 'invest/dashboard.html', {
+        'overview': overview,
+        'fy_label': fy_label,
+        'all_holdings': all_holdings,
+        'chart_data_json': get_performance_chart_data() or 'null',
+    })
+
+
+def portfolio_detail(request, pk):
+    """Portfolio detail: live holdings, no cost/P&L."""
+    portfolio = get_object_or_404(Portfolio, pk=pk)
+    try:
+        summary = get_portfolio_value(portfolio)
+    except Exception as exc:
+        logger.error("get_portfolio_value failed for %s: %s", pk, exc)
+        summary = {
+            'portfolio_id': portfolio.id,
+            'portfolio_name': portfolio.name,
+            'holdings': [],
+            'total_value': 0,
+        }
+    return render(request, 'invest/portfolio_detail.html', {
+        'portfolio': portfolio,
+        'summary': summary,
+    })
+
+
+def portfolio_transactions(request, pk):
+    """Transaction history for a portfolio."""
+    portfolio = get_object_or_404(Portfolio, pk=pk)
+    transactions = portfolio.transactions.all().order_by('-date', '-created_at')
+    return render(request, 'invest/transactions.html', {
+        'portfolio': portfolio,
+        'transactions': transactions,
+    })

invest/templates/invest/base.html

@@ -0,0 +1,37 @@
+{% load static %}
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>{% block title %}Portfolio{% endblock %} – Invest</title>
+    <link href="{% static 'css/dist/styles.css' %}" rel="stylesheet">
+    <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/5.15.3/css/all.min.css" rel="stylesheet">
+    <script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.0/dist/chart.umd.min.js"></script>
+    {% block extra_head %}{% endblock %}
+</head>
+<body class="bg-stone-100 min-h-screen">
+
+<!-- Navigation -->
+<nav class="bg-gray-900 text-white px-6 py-4 shadow-lg">
+    <div class="max-w-7xl mx-auto flex items-center justify-between">
+        <div class="flex items-center space-x-6">
+            <a href="{% url 'invest-dashboard' %}" class="text-lg font-bold text-white flex items-center">
+                <i class="fas fa-chart-line mr-2 text-green-400"></i>Invest
+            </a>
+            <a href="{% url 'invest-dashboard' %}" class="text-gray-300 hover:text-white text-sm">Portfolios</a>
+        </div>
+        <a href="{% url 'link_list' %}" class="text-gray-400 hover:text-white text-sm">
+            <i class="fas fa-arrow-left mr-1"></i>GoLinks
+        </a>
+    </div>
+</nav>
+
+<main class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-8">
+    {% block content %}{% endblock %}
+</main>
+
+{% block extra_js %}{% endblock %}
+</body>
+</html>

invest/templates/invest/dashboard.html

@@ -0,0 +1,217 @@
+{% extends "base.html" %}
+{% load static i18n %}
+
+{% block extra_head %}
+<script src="https://cdn.jsdelivr.net/npm/chart.js@4.4.4/dist/chart.umd.min.js"></script>
+{% endblock %}
+
+{% block title %}Dashboard{% endblock %}
+
+{% block content %}
+<div class="mb-2">
+    <p class="text-xs font-semibold tracking-widest text-stone-500 uppercase">{{ fy_label }} SNAPSHOT</p>
+</div>
+
+<!-- ── Top metric cards ──────────────────────────────────────── -->
+<div class="grid grid-cols-2 lg:grid-cols-4 gap-3 mb-3">
+
+    <!-- Total value -->
+    <div class="bg-white rounded-lg p-5 shadow-sm">
+        <p class="text-xs font-semibold tracking-widest text-stone-400 uppercase mb-1">Total Value</p>
+        {% if overview.this_week_total is not None %}
+            <p class="text-3xl font-bold text-stone-900">${{ overview.this_week_total|floatformat:0 }}</p>
+        {% else %}
+            <p class="text-3xl font-bold text-stone-400">—</p>
+        {% endif %}
+        <p class="text-sm text-stone-400 mt-1">
+            Across {{ overview.portfolio_count }} portfolio{{ overview.portfolio_count|pluralize }}
+        </p>
+    </div>
+
+    <!-- This week's gain -->
+    <div class="bg-white rounded-lg p-5 shadow-sm">
+        <p class="text-xs font-semibold tracking-widest text-stone-400 uppercase mb-1">This Week</p>
+        {% if overview.week_gain is not None %}
+            <p class="text-3xl font-bold {% if overview.week_gain >= 0 %}text-green-800{% else %}text-red-700{% endif %}">
+                {% if overview.week_gain >= 0 %}+{% endif %}${{ overview.week_gain|floatformat:0 }}
+            </p>
+            <p class="text-sm text-stone-400 mt-1">
+                {% if overview.week_gain >= 0 %}+{% endif %}{{ overview.week_change_pct|floatformat:2 }}% vs last week
+            </p>
+        {% else %}
+            <p class="text-3xl font-bold text-stone-400">—</p>
+            <p class="text-sm text-stone-400 mt-1">No prior snapshot</p>
+        {% endif %}
+    </div>
+
+    <!-- Week change % -->
+    <div class="bg-white rounded-lg p-5 shadow-sm">
+        <p class="text-xs font-semibold tracking-widest text-stone-400 uppercase mb-1">Week Change</p>
+        {% if overview.week_change_pct is not None %}
+            <p class="text-3xl font-bold {% if overview.week_change_pct >= 0 %}text-green-800{% else %}text-red-700{% endif %}">
+                {% if overview.week_change_pct >= 0 %}+{% endif %}{{ overview.week_change_pct|floatformat:2 }}%
+            </p>
+            {% if overview.last_week_date %}
+                <p class="text-sm text-stone-400 mt-1">Last: {{ overview.last_week_date|date:"M j" }}</p>
+            {% endif %}
+        {% else %}
+            <p class="text-3xl font-bold text-stone-400">—</p>
+            <p class="text-sm text-stone-400 mt-1">Need 2+ snapshots</p>
+        {% endif %}
+    </div>
+
+    <!-- Last snapshot date -->
+    <div class="bg-white rounded-lg p-5 shadow-sm">
+        <p class="text-xs font-semibold tracking-widest text-stone-400 uppercase mb-1">Last Snapshot</p>
+        {% if overview.this_week_date %}
+            <p class="text-3xl font-bold text-stone-900">{{ overview.this_week_date|date:"M j" }}</p>
+            <p class="text-sm text-stone-400 mt-1">{{ overview.this_week_date|date:"l, Y" }}</p>
+        {% else %}
+            <p class="text-3xl font-bold text-stone-400">—</p>
+            <p class="text-sm text-stone-400 mt-1">No snapshots yet</p>
+        {% endif %}
+    </div>
+
+</div>
+
+<!-- ── Performance chart ─────────────────────────────────────── -->
+{% if chart_data_json != 'null' %}
+<div class="bg-white rounded-lg shadow-sm p-5 mb-3">
+    <p class="text-xs font-semibold tracking-widest text-stone-500 uppercase mb-4">
+        {{ fy_label }} Performance vs Benchmarks
+    </p>
+    <canvas id="performanceChart" height="90"></canvas>
+</div>
+{% endif %}
+
+<!-- ── Hint ──────────────────────────────────────────────────── -->
+<p class="text-xs text-stone-400 text-center mt-2 mb-6">
+    Snapshots captured every Saturday 08:00 · Values in portfolio's quote currency
+</p>
+
+<!-- ── Live holdings (per-portfolio cards) ───────────────────── -->
+{% if all_holdings %}
+<div class="space-y-4">
+    {% for group in all_holdings %}
+    <div class="bg-white rounded-lg shadow-sm overflow-hidden">
+        <!-- Card header -->
+        <div class="px-6 py-4 flex items-center justify-between border-b border-stone-100">
+            <div>
+                <p class="font-semibold text-stone-900 text-sm">
+                    {{ group.portfolio.name }}
+                </p>
+                <p class="text-xs text-stone-400 mt-0.5">
+                    {{ group.position_count }} position{{ group.position_count|pluralize }}
+                    {% if overview.this_week_date %}· Last updated {{ overview.this_week_date|date:"j M Y" }}{% endif %}
+                </p>
+            </div>
+            <div class="text-right">
+                <p class="font-bold text-stone-900 text-sm">
+                    {% if group.this_week_value is not None %}${{ group.this_week_value|floatformat:0 }}{% else %}<span class="text-stone-300">—</span>{% endif %}
+                </p>
+                {% if group.change is not None %}
+                <p class="text-xs font-medium mt-0.5 {% if group.change >= 0 %}text-green-700{% else %}text-red-600{% endif %}">
+                    {% if group.change >= 0 %}+{% endif %}${{ group.change|floatformat:0 }}
+                    ({% if group.change_pct >= 0 %}+{% endif %}{{ group.change_pct|floatformat:1 }}%)
+                </p>
+                {% else %}
+                <p class="text-xs text-stone-300 mt-0.5">No prior snapshot</p>
+                {% endif %}
+            </div>
+        </div>
+        <!-- Holdings table -->
+        <table class="w-full text-sm">
+            <thead>
+                <tr class="text-xs font-semibold tracking-widest text-stone-400 uppercase border-b border-stone-100">
+                    <th class="px-6 py-3 text-left">Ticker</th>
+                    <th class="px-6 py-3 text-right">Qty</th>
+                    <th class="px-6 py-3 text-right">Price</th>
+                    <th class="px-6 py-3 text-right">Mkt Value</th>
+                </tr>
+            </thead>
+            <tbody>
+                {% for stock in group.holdings %}
+                <tr class="border-b border-stone-50 hover:bg-stone-50 {{ group.colors.row }}">
+                    <td class="px-6 py-3 font-medium text-stone-900">
+                        <span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium {{ group.colors.badge }}">
+                            {{ stock.stock_code }}
+                        </span>
+                    </td>
+                    <td class="px-6 py-3 text-right text-stone-500">{{ stock.quantity|floatformat:0 }}</td>
+                    <td class="px-6 py-3 text-right text-stone-500">
+                        {% if stock.current_price %}${{ stock.current_price|floatformat:2 }}{% else %}<span class="text-stone-300">—</span>{% endif %}
+                    </td>
+                    <td class="px-6 py-3 text-right font-semibold text-stone-800">
+                        {% if stock.current_value %}${{ stock.current_value|floatformat:0 }}{% else %}<span class="text-stone-300">—</span>{% endif %}
+                    </td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    {% endfor %}
+</div>
+{% endif %}
+
+{% endblock %}
+
+{% block extra_js %}
+{% if chart_data_json != 'null' %}
+<script>
+(function () {
+    const raw = {{ chart_data_json|safe }};
+    if (!raw) return;
+
+    const ctx = document.getElementById('performanceChart');
+    if (!ctx) return;
+
+    new Chart(ctx, {
+        type: 'line',
+        data: raw,
+        options: {
+            responsive: true,
+            interaction: { mode: 'index', intersect: false },
+            plugins: {
+                legend: {
+                    position: 'top',
+                    align: 'start',
+                    labels: {
+                        usePointStyle: true,
+                        pointStyle: 'rect',
+                        pointStyleWidth: 14,
+                        padding: 20,
+                        font: { size: 12, weight: '600' },
+                    },
+                },
+                tooltip: {
+                    callbacks: {
+                        label: function (ctx) {
+                            const v = ctx.parsed.y;
+                            if (v === null || v === undefined) return ctx.dataset.label + ': —';
+                            const sign = v >= 0 ? '+' : '';
+                            return ctx.dataset.label + ': ' + sign + v.toFixed(2) + '%';
+                        },
+                    },
+                },
+            },
+            scales: {
+                y: {
+                    ticks: {
+                        callback: function (v) {
+                            return (v >= 0 ? '+' : '') + v.toFixed(1) + '%';
+                        },
+                        font: { size: 11 },
+                    },
+                    grid: { color: '#f5f5f4' },
+                },
+                x: {
+                    grid: { display: false },
+                    ticks: { font: { size: 11 } },
+                },
+            },
+        },
+    });
+})();
+</script>
+{% endif %}
+{% endblock %}

invest/templates/invest/portfolio_detail.html

@@ -0,0 +1,71 @@
+{% extends "base.html" %}
+{% load static i18n %}
+
+{% block title %}{{ portfolio.name }} - Portfolio{% endblock %}
+
+{% block content %}
+<div class="mb-4">
+    <a href="{% url 'invest-dashboard' %}" class="text-stone-400 hover:text-stone-700 text-sm">← Dashboard</a>
+</div>
+
+<div class="mb-2">
+    <p class="text-xs font-semibold tracking-widest text-stone-500 uppercase">{{ portfolio.name }}</p>
+</div>
+
+<!-- Total value card -->
+<div class="grid grid-cols-2 lg:grid-cols-4 gap-3 mb-4">
+    <div class="bg-white rounded-lg p-5 shadow-sm">
+        <p class="text-xs font-semibold tracking-widest text-stone-400 uppercase mb-1">Live Total Value</p>
+        <p class="text-3xl font-bold text-stone-900">${{ summary.total_value|floatformat:0 }}</p>
+        <p class="text-sm text-stone-400 mt-1">{{ summary.holdings|length }} position{{ summary.holdings|length|pluralize }}</p>
+    </div>
+    <div class="bg-white rounded-lg p-5 shadow-sm">
+        <p class="text-xs font-semibold tracking-widest text-stone-400 uppercase mb-1">Transactions</p>
+        <a href="{% url 'invest-portfolio-transactions' portfolio.id %}" class="text-3xl font-bold text-stone-700 hover:text-stone-900">
+            {{ portfolio.transactions.count }}
+        </a>
+        <p class="text-sm text-stone-400 mt-1">Total recorded</p>
+    </div>
+</div>
+
+<!-- Holdings table -->
+<div class="bg-white rounded-lg shadow-sm overflow-hidden">
+    <div class="px-6 py-4 border-b border-stone-100">
+        <p class="text-xs font-semibold tracking-widest text-stone-500 uppercase">Current Holdings</p>
+    </div>
+    {% if summary.holdings %}
+    <table class="w-full text-sm">
+        <thead>
+            <tr class="text-xs font-semibold tracking-widest text-stone-400 uppercase border-b border-stone-100">
+                <th class="px-6 py-3 text-left">Stock</th>
+                <th class="px-6 py-3 text-right">Quantity</th>
+                <th class="px-6 py-3 text-right">Current Price</th>
+                <th class="px-6 py-3 text-right">Value</th>
+            </tr>
+        </thead>
+        <tbody class="divide-y divide-stone-50">
+            {% for stock in summary.holdings %}
+            <tr class="hover:bg-stone-50">
+                <td class="px-6 py-3 font-semibold text-stone-900">{{ stock.stock_code }}</td>
+                <td class="px-6 py-3 text-right text-stone-600">{{ stock.quantity|floatformat:2 }}</td>
+                <td class="px-6 py-3 text-right text-stone-600">
+                    {% if stock.current_price > 0 %}${{ stock.current_price|floatformat:2 }}{% else %}<span class="text-stone-300">—</span>{% endif %}
+                </td>
+                <td class="px-6 py-3 text-right font-medium text-stone-900">${{ stock.current_value|floatformat:0 }}</td>
+            </tr>
+            {% endfor %}
+        </tbody>
+        <tfoot>
+            <tr class="border-t-2 border-stone-200 bg-stone-50">
+                <td class="px-6 py-3 font-semibold text-stone-500 text-xs uppercase tracking-wide" colspan="3">Total</td>
+                <td class="px-6 py-3 text-right font-bold text-stone-900">${{ summary.total_value|floatformat:0 }}</td>
+            </tr>
+        </tfoot>
+    </table>
+    {% else %}
+    <div class="px-6 py-12 text-center">
+        <p class="text-stone-400">No holdings in this portfolio.</p>
+    </div>
+    {% endif %}
+</div>
+{% endblock %}

invest/templates/invest/transactions.html

@@ -0,0 +1,58 @@
+{% extends "base.html" %}
+{% load static i18n %}
+
+{% block title %}{{ portfolio.name }} - Transactions{% endblock %}
+
+{% block content %}
+<div class="mb-6">
+    <a href="{% url 'invest-dashboard' %}" class="text-gray-500 hover:text-gray-700 text-sm">
+        <i class="fas fa-arrow-left mr-1"></i> Back to Dashboard
+    </a>
+</div>
+
+<div class="bg-white rounded-xl shadow overflow-hidden">
+    <!-- Header -->
+    <div class="bg-gray-900 px-6 py-4 flex items-center justify-between">
+        <div>
+            <h1 class="text-white text-2xl font-bold">{{ portfolio.name }}</h1>
+            <p class="text-gray-400 text-sm mt-1">Transaction History</p>
+        </div>
+        <a href="{% url 'invest-portfolio-detail' portfolio.id %}" class="text-gray-400 hover:text-white text-sm">
+            View Portfolio <i class="fas fa-chevron-right ml-1"></i>
+        </a>
+    </div>
+
+    {% if transactions %}
+    <div class="px-6 py-4">
+        <table class="w-full text-sm">
+            <thead>
+                <tr class="text-xs text-stone-400 font-semibold tracking-widest uppercase border-b border-stone-100">
+                    <th class="pb-3 text-left">Date</th>
+                    <th class="pb-3 text-left">Action</th>
+                    <th class="pb-3 text-left">Stock</th>
+                    <th class="pb-3 text-right">Quantity</th>
+                </tr>
+            </thead>
+            <tbody class="divide-y divide-stone-50">
+                {% for tx in transactions %}
+                <tr class="hover:bg-stone-50">
+                    <td class="py-3 text-stone-500">{{ tx.date|date:"Y-m-d" }}</td>
+                    <td class="py-3">
+                        <span class="{% if tx.action == 'BUY' %}text-green-700{% else %}text-red-600{% endif %} font-medium">
+                            {{ tx.action }}
+                        </span>
+                    </td>
+                    <td class="py-3 font-semibold text-stone-900">{{ tx.stock_code }}</td>
+                    <td class="py-3 text-right text-stone-600">{{ tx.quantity|floatformat:2 }}</td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    {% else %}
+    <div class="px-6 py-12 text-center">
+        <p class="text-gray-500">No transactions in this portfolio.</p>
+    </div>
+    {% endif %}
+</div>
+{% endblock %}

invest/urls.py

@@ -0,0 +1,23 @@
+from django.urls import path, include
+from rest_framework.routers import DefaultRouter
+
+from .views import PortfolioViewSet, StockViewSet, TransactionViewSet, AIUpdateView
+from . import template_views
+
+router = DefaultRouter()
+router.register(r'portfolios', PortfolioViewSet, basename='invest-portfolio')
+router.register(r'stocks', StockViewSet, basename='invest-stock')
+router.register(r'transactions', TransactionViewSet, basename='invest-transaction')
+
+# API URL patterns (mounted at /api/invest/ in core/urls.py)
+api_urlpatterns = [
+    path('', include(router.urls)),
+    path('ai-update/', AIUpdateView.as_view(), name='invest-ai-update'),
+]
+
+# Template URL patterns (mounted at /invest/ in core/urls.py)
+urlpatterns = [
+    path('', template_views.dashboard, name='invest-dashboard'),
+    path('portfolios/<int:pk>/', template_views.portfolio_detail, name='invest-portfolio-detail'),
+    path('portfolios/<int:pk>/transactions/', template_views.portfolio_transactions, name='invest-portfolio-transactions'),
+]

invest/views.py

@@ -0,0 +1,207 @@
+import logging
+
+from django.shortcuts import get_object_or_404
+from rest_framework import viewsets, status
+from rest_framework.decorators import action
+from rest_framework.response import Response
+from rest_framework.views import APIView
+
+from .models import Portfolio, Stock, Transaction
+from .serializers import (
+    PortfolioSerializer, PortfolioListSerializer,
+    StockSerializer, TransactionSerializer,
+    AIUpdateSerializer,
+)
+from .services import get_portfolio_value, ai_update_holdings
+
+logger = logging.getLogger(__name__)
+
+
+class PortfolioViewSet(viewsets.ModelViewSet):
+    queryset = Portfolio.objects.prefetch_related('stocks').all()
+
+    def get_serializer_class(self):
+        if self.action == 'list':
+            return PortfolioListSerializer
+        return PortfolioSerializer
+
+    @action(detail=True, methods=['get'], url_path='holdings')
+    def holdings(self, request, pk=None):
+        """Return holdings with real-time prices."""
+        portfolio = self.get_object()
+        try:
+            data = get_portfolio_value(portfolio)
+            return Response(data)
+        except Exception as exc:
+            logger.error("get_portfolio_value failed for %s: %s", portfolio.id, exc, exc_info=True)
+            return Response({'error': str(exc)}, status=status.HTTP_500_INTERNAL_SERVER_ERROR)
+
+    @action(detail=True, methods=['get'], url_path='transactions')
+    def transactions(self, request, pk=None):
+        """List all transactions for this portfolio."""
+        portfolio = self.get_object()
+        txs = portfolio.transactions.all().order_by('-date', '-created_at')
+        serializer = TransactionSerializer(txs, many=True)
+        return Response(serializer.data)
+
+
+class StockViewSet(viewsets.ModelViewSet):
+    queryset = Stock.objects.select_related('portfolio').all()
+    serializer_class = StockSerializer
+
+    def get_queryset(self):
+        qs = super().get_queryset()
+        portfolio_id = self.request.query_params.get('portfolio')
+        if portfolio_id:
+            qs = qs.filter(portfolio_id=portfolio_id)
+        return qs
+
+
+class TransactionViewSet(viewsets.ModelViewSet):
+    queryset = Transaction.objects.select_related('portfolio').all()
+    serializer_class = TransactionSerializer
+
+    def get_queryset(self):
+        qs = super().get_queryset()
+        portfolio_id = self.request.query_params.get('portfolio')
+        if portfolio_id:
+            qs = qs.filter(portfolio_id=portfolio_id)
+        stock_code = self.request.query_params.get('stock_code')
+        if stock_code:
+            qs = qs.filter(stock_code=stock_code.upper())
+        return qs.order_by('-date', '-created_at')
+
+
+class AIUpdateView(APIView):
+    """
+    POST /api/invest/ai-update/
+    Sync portfolio holdings (quantity only, no price).
+    """
+
+    def post(self, request):
+        serializer = AIUpdateSerializer(data=request.data)
+        if not serializer.is_valid():
+            return Response(serializer.errors, status=status.HTTP_400_BAD_REQUEST)
+
+        data = serializer.validated_data
+        portfolio = get_object_or_404(Portfolio, pk=data['portfolio_id'])
+
+        try:
+            result = ai_update_holdings(
+                portfolio=portfolio,
+                holdings=data['holdings'],
+                reset=data['reset'],
+            )
+        except Exception as exc:
+            logger.error("ai_update_holdings failed: %s", exc, exc_info=True)
+            return Response({'error': str(exc)}, status=status.HTTP_400_BAD_REQUEST)
+
+        return Response(result, status=status.HTTP_200_OK)
+
+
+logger = logging.getLogger(__name__)
+
+
+class PortfolioViewSet(viewsets.ModelViewSet):
+    queryset = Portfolio.objects.prefetch_related('stocks').all()
+
+    def get_serializer_class(self):
+        if self.action == 'list':
+            return PortfolioListSerializer
+        return PortfolioSerializer
+
+    @action(detail=True, methods=['get'], url_path='holdings')
+    def holdings(self, request, pk=None):
+        """Return holdings with real-time prices from Yahoo Finance."""
+        portfolio = self.get_object()
+        try:
+            data = get_portfolio_holdings(portfolio)
+            return Response(data)
+        except Exception as exc:
+            logger.error("get_portfolio_holdings failed for %s: %s", portfolio.id, exc, exc_info=True)
+            return Response({'error': str(exc)}, status=status.HTTP_500_INTERNAL_SERVER_ERROR)
+
+    @action(detail=True, methods=['get'], url_path='transactions')
+    def transactions(self, request, pk=None):
+        """List all transactions for this portfolio."""
+        portfolio = self.get_object()
+        txs = portfolio.transactions.all().order_by('-date', '-created_at')
+        serializer = TransactionSerializer(txs, many=True)
+        return Response(serializer.data)
+
+
+class StockViewSet(viewsets.ModelViewSet):
+    queryset = Stock.objects.select_related('portfolio').all()
+    serializer_class = StockSerializer
+
+    def get_queryset(self):
+        qs = super().get_queryset()
+        portfolio_id = self.request.query_params.get('portfolio')
+        if portfolio_id:
+            qs = qs.filter(portfolio_id=portfolio_id)
+        return qs
+
+
+class TransactionViewSet(viewsets.ModelViewSet):
+    queryset = Transaction.objects.select_related('portfolio').all()
+    serializer_class = TransactionSerializer
+
+    def get_queryset(self):
+        qs = super().get_queryset()
+        portfolio_id = self.request.query_params.get('portfolio')
+        if portfolio_id:
+            qs = qs.filter(portfolio_id=portfolio_id)
+        stock_code = self.request.query_params.get('stock_code')
+        if stock_code:
+            qs = qs.filter(stock_code=stock_code.upper())
+        return qs.order_by('-date', '-created_at')
+
+    def create(self, request, *args, **kwargs):
+        """Create a new transaction."""
+        serializer = self.get_serializer(data=request.data)
+        serializer.is_valid(raise_exception=True)
+
+        data = serializer.validated_data
+        portfolio = data['portfolio']
+
+        try:
+            tx = add_transaction(
+                portfolio=portfolio,
+                action=data['action'],
+                stock_code=data['stock_code'],
+                quantity=data['quantity'],
+                price_per_share=data['price_per_share'],
+                date=data['date'],
+            )
+        except Exception as exc:
+            return Response({'error': str(exc)}, status=status.HTTP_400_BAD_REQUEST)
+
+        out = TransactionSerializer(tx)
+        return Response(out.data, status=status.HTTP_201_CREATED)
+
+
+class AIUpdateView(APIView):
+    """
+    POST /api/invest/ai-update/
+    AI updates portfolio holdings with a simplified payload.
+    """
+
+    def post(self, request):
+        serializer = AIUpdateSerializer(data=request.data)
+        if not serializer.is_valid():
+            return Response(serializer.errors, status=status.HTTP_400_BAD_REQUEST)
+
+        data = serializer.validated_data
+        portfolio = get_object_or_404(Portfolio, pk=data['portfolio_id'])
+
+        try:
+            result = ai_update_holdings(
+                portfolio=portfolio,
+                holdings=data['holdings'],
+                reset=data['reset'],
+            )
+        except Exception as exc:
+            logger.error("ai_update_holdings failed: %s", exc, exc_info=True)
+            return Response({'error': str(exc)}, status=status.HTTP_400_BAD_REQUEST)
+
+        return Response(result, status=status.HTTP_200_OK)

k8s/manifest.template.yaml

@@ -161,6 +161,8 @@ spec:
                 secretKeyRef:
                   name: r2-credentials
                   key: key_id
+            - name: FINNHUB_API_KEY
+              value: "d7hbngpr01qhiu0b2pv0d7hbngpr01qhiu0b2pvg"
             - name: REDIS_URL
               value: "redis://redis.db.svc.cluster.local:6379/0"
             - name: CRAWL4AI_API_URL

templates/base.html

@@ -161,6 +161,16 @@
                             </div>
                         </a>
 
+                        <a href="{% url 'invest-dashboard' %}" class="block px-4 py-2 text-sm text-gray-700 hover:bg-gray-100">
+                            <div class="flex items-center">
+                                <svg class="w-5 h-5 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2"
+                                          d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6"/>
+                                </svg>
+                                {% trans "Invest" %}
+                            </div>
+                        </a>
+
                         <a href="{% url 'file-list' %}" class="block px-4 py-2 text-sm text-gray-700 hover:bg-gray-100">
                             <div class="flex items-center">
                                 <svg class="w-5 h-5 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">