20 Commits
Author SHA1 Message Date
OpenClaw Sub-agent 509723c197 fix(invest): mobile chart — fixed height, sane scales, horizontal x labels, compact legend/points, Chinese help
Root cause of the squashed chart: canvas had a fixed height=90 attr and no container, so on narrow viewports Chart.js compressed everything — legend overlapped the plot, x labels tilted 45deg, y ticks degenerated (-1000% scale). Fix: relative h-72/h-80 container + maintainAspectRatio:false, grace 5%, maxTicksLimit, maxRotation:0, smaller points (r2/1.5), compact legend/tooltip, Chinese help text.
2026-08-02 08:28:08 +10:00
OpenClaw Sub-agent b67a834def feat(invest): cost basis & P&L, AUD totals, chart ranges, per-ticker page, manual entry, tx search
P1:
- WAC cost basis per (portfolio, ticker): avg_cost / unrealized P&L / P&L%
  - transaction price when recorded, else trade-date market close (estimated, flagged)
  - dashboard: Unrealized P&L card + Avg Cost & P&L columns on holdings tables
  - fx: frankfurter.dev rates (USD/HKD->AUD, 24h cache, UA header required) -> AUD total on Total Value card
  - chart: 1M/3M/6M/YTD/1Y/ALL period buttons (all periods precomputed server-side, top-level payload stays YTD for compat)
P2:
- /invest/stocks/<ticker>/ per-ticker page: cross-account holdings, WAC, P&L, weight, theme, trade history
- manual transaction + cashflow entry forms (source=MANUAL, confidence=1.0)
- dashboard transaction search (?q= ticker/account) + add-transaction buttons
- tickers link to detail page; tabular-nums on all figures
- 8 new tests (WAC sell, estimated price, incomplete, per-portfolio agg, stock page, forms, search)
2026-08-02 08:09:58 +10:00
OpenClaw Sub-agent 5252222674 feat(invest): P0 dashboard polish — intcomma amounts, ticker-aggregated risk table, unified mobile grid, tx source badges, drop dead invest/base.html
- Add django.contrib.humanize; apply intcomma to every currency amount across invest templates (dashboard, portfolio detail, transactions)
- get_risk_summary now aggregates top_positions by ticker (MRVL across MOMO+IBKR merges into one row with Accounts column), keeping Top 1/3/5 cards and table on the same basis
- Mobile: metric cards all 2-col (2x2 + 2+1 with Last Snapshot spanning full width), no more 1-col break
- Transactions show source badges: purple 🤖 AI (source ai/ocr), grey 手动, amber ⚠ 低置信 when confidence < 0.9
- Delete unused invest/base.html (dead nav; page extends GoLinks base.html)
- tailwind.config.js: add invest/jbot/routermon template dirs so their classes are scanned (text-[10px] etc. were silently missing)
2026-08-02 07:45:21 +10:00
OpenClaw Sub-agent 526868630f feat: add invest chart value mode 2026-06-14 08:47:50 +10:00
OpenClaw Sub-agent f7a3d228c1 feat: add cashflow-adjusted invest dashboard 2026-06-14 08:19:44 +10:00
junv 81c56207d4 update 2026-05-11 20:25:25 +10:00
junv b52b821baf test change rate 2026-05-02 20:55:02 +10:00
junv 68dd32d2cd update performance chart logic! 2026-05-02 20:36:32 +10:00
junv 9646cd7c7a fix: derive portfolio header change from sum of per-stock changes for consistency 2026-04-25 10:58:24 +10:00
junv 18c5a554d2 feat: show dollar + % week change per stock in portfolio table 2026-04-25 10:45:30 +10:00
junv 3acaa328cb feat: add per-stock weekly price change column to portfolio table 2026-04-25 10:42:21 +10:00
junv 8209ac34c7 fix weekly overview: use asof snapshot lookup and 5-day gap for last_week 2026-04-18 23:03:33 +10:00
junv 56bb5df57c cache benchmark prices in DB, refresh weekly 2026-04-18 22:58:25 +10:00
junv 028b2eda76 Update ui 2026-04-18 22:43:58 +10:00
junv a5e9fe9cbb Update UI 2026-04-18 22:24:17 +10:00
junv e202304043 ui update 2026-04-18 22:16:45 +10:00
junv 830171b38a UI update 2026-04-18 22:04:01 +10:00
junv d933a99b8d Update logic 2026-04-18 22:01:34 +10:00
OpenClaw Sub-agent c34806a2e6 feat(invest): simplify model - Portfolio/Stock/Transaction, real-time P/L via yfinance 2026-04-18 21:25:48 +10:00
OpenClaw Sub-agent 8d05a11eb6 feat(invest): Add investment portfolio management feature
- Portfolio management (MOMO, IBKR personal, IBKR Yanhua)
- Stock holdings with transaction history (buy/sell)
- Weekly AI report generation
- Real-time price cache via Finnhub API
- Dashboard with tree view and performance charts
- REST API with AI-friendly batch update endpoint
- Management command for scheduled report generation

For大哥's personal investment advisor system.
2026-04-18 11:26:48 +10:00