Commit Graph

54 Commits

Author SHA1 Message Date
Bu5hm4nn
9a3b835c95 feat(DATA-DB-004): add Databento settings UI and independent scenario config
- Updated backtests page with Data Source card
  - Data source selector (databento/yfinance/synthetic)
  - Dataset dropdown (XNAS.BASIC, GLBX.MDP3)
  - Resolution dropdown (ohlcv-1d, ohlcv-1h)
  - Cost estimate display (placeholder for now)

- Added Scenario Configuration card
  - Underlying symbol selector (GLD/GC/XAU)
  - Start/end date inputs
  - Start price input (0 = auto-derive)
  - Underlying units, loan amount, margin call LTV

- BacktestPageService updates:
  - get_historical_prices() with data_source parameter
  - get_cost_estimate() for Databento cost estimation
  - get_cache_stats() for cache status display
  - Support for injected custom provider identity
  - DataSourceInfo for provider metadata

- BacktestSettingsRepository integration:
  - Load/save settings per workspace
  - Default values from BacktestSettings.create_default()

- Test update: TLT validation message changed to reflect
  new multi-symbol support (GLD, GC, XAU)
2026-03-29 11:12:11 +02:00
Bu5hm4nn
bb06fa7e80 feat(PORTFOLIO-003): add premium and spread for physical gold positions 2026-03-28 23:53:46 +01:00
Bu5hm4nn
0e972e9dd6 feat(PORTFOLIO-002): add position storage costs 2026-03-28 23:48:41 +01:00
Bu5hm4nn
63a8482753 feat(DISPLAY-002): GLD mode shows real share prices 2026-03-28 21:59:15 +01:00
Bu5hm4nn
dac0463d55 feat(DISPLAY-002): GLD mode shows real share prices 2026-03-28 21:45:00 +01:00
Bu5hm4nn
20f5086507 feat(DISPLAY-001): add underlying mode switching 2026-03-28 21:44:32 +01:00
Bu5hm4nn
1a39956757 feat(PORTFOLIO-001): add position-level portfolio entries 2026-03-28 21:29:30 +01:00
Bu5hm4nn
3b98ebae69 feat(DATA-004): add underlying instrument selector 2026-03-28 16:40:18 +01:00
Bu5hm4nn
9d06313480 feat(PRICING-002): add GLD/GC=F basis display on overview 2026-03-28 09:18:26 +01:00
Bu5hm4nn
4620234967 feat(EXEC-001): add hedge strategy builder 2026-03-27 22:33:20 +01:00
Bu5hm4nn
477514f838 feat(BT-002): add historical snapshot provider 2026-03-27 18:31:28 +01:00
Bu5hm4nn
1a6760bee3 feat(PORT-003): add historical ltv charts 2026-03-27 16:39:33 +01:00
Bu5hm4nn
3c9ff201e1 feat(BT-003B): add event comparison drilldown 2026-03-26 22:05:31 +01:00
Bu5hm4nn
ff76e326b1 feat(CORE-001D3B): surface alert history degraded state 2026-03-26 15:12:04 +01:00
Bu5hm4nn
09e03f96a8 chore(settings): drop unused last-saved helper 2026-03-26 15:05:28 +01:00
Bu5hm4nn
38d244356c refactor(settings): separate preview validation from internal failures 2026-03-26 15:00:53 +01:00
Bu5hm4nn
e860c40567 fix(settings): reject fractional refresh intervals 2026-03-26 14:05:49 +01:00
Bu5hm4nn
2759d9a36f fix(settings): track dirty state across all inputs 2026-03-26 13:59:56 +01:00
Bu5hm4nn
cfa3cfcc08 fix(settings): clarify last-saved status state 2026-03-26 13:54:56 +01:00
Bu5hm4nn
f7c134a709 fix(settings): preserve whole-dollar loan formatting 2026-03-26 13:34:34 +01:00
Bu5hm4nn
ea3b384103 fix(settings): fail closed on blank loan input 2026-03-26 13:28:30 +01:00
Bu5hm4nn
753e9d3146 fix(CORE-001D3A): accept decimal boundary inputs 2026-03-26 13:19:18 +01:00
Bu5hm4nn
f38d0a53a9 refactor(pre-alpha): fail closed on historical preview fallbacks 2026-03-26 11:55:45 +01:00
Bu5hm4nn
4eec0127da fix(UX-001): reconcile preview validation behavior 2026-03-26 10:39:03 +01:00
Bu5hm4nn
82e52f7162 fix(UX-001): tighten historical stale state handling 2026-03-26 10:32:05 +01:00
Bu5hm4nn
78de8782c4 fix(UX-001): address layout review findings 2026-03-26 10:24:52 +01:00
Bu5hm4nn
a60c5fb1f2 feat(UX-001): add full-width two-pane dashboard layout 2026-03-25 23:19:09 +01:00
Bu5hm4nn
87900b01bf fix(CORE-002C): align historical units with workspace weight 2026-03-25 21:37:55 +01:00
Bu5hm4nn
bfb6c71be3 fix(pricing): correct relative hedge payoff calculations 2026-03-25 19:27:26 +01:00
Bu5hm4nn
829c0b5da2 feat(CORE-002B): roll out hedge quote unit conversion 2026-03-25 15:46:44 +01:00
Bu5hm4nn
f0d7ab5748 feat(CORE-002): add GLD share quote conversion seam 2026-03-25 14:52:48 +01:00
Bu5hm4nn
132aaed512 feat(CORE-001D1): harden unit-aware workspace persistence 2026-03-25 13:19:33 +01:00
Bu5hm4nn
40f7e74a1b feat(SEC-001): protect workspace bootstrap with turnstile 2026-03-25 10:02:10 +01:00
Bu5hm4nn
c7c8654be7 feat(CORE-001C): type historical unit materialization 2026-03-24 22:30:36 +01:00
Bu5hm4nn
7c2729485c feat(CORE-001B): migrate overview and hedge math to unit types 2026-03-24 21:57:40 +01:00
Bu5hm4nn
5ac66ea97b feat(PORT-004C): seed workspace routes from portfolio settings 2026-03-24 21:14:09 +01:00
Bu5hm4nn
2cbe4f274d fix: restore workspace nav and correct overview spot fallback 2026-03-24 20:54:45 +01:00
Bu5hm4nn
75f8e0a282 feat(PORT-004A): add workspace bootstrap and scoped settings 2026-03-24 20:18:12 +01:00
Bu5hm4nn
24de006adb feat: show hedge starting position summary 2026-03-24 19:36:37 +01:00
Bu5hm4nn
021ce7dd99 fix: anchor hedge contribution bars at zero 2026-03-24 19:34:41 +01:00
Bu5hm4nn
98ecfb735e fix: correct hedge equity math at downside scenarios 2026-03-24 19:31:13 +01:00
Bu5hm4nn
ff4e565ee6 feat(BT-003A): add event comparison page 2026-03-24 19:20:35 +01:00
Bu5hm4nn
d2d85bccdb feat(BT-001A): add backtest scenario runner page 2026-03-24 19:00:22 +01:00
Bu5hm4nn
2161e10626 feat(EXEC-001A): add named strategy templates 2026-03-24 12:27:39 +01:00
Bu5hm4nn
d0b1304b71 feat(PORT-002): add alert status and history 2026-03-24 11:04:32 +01:00
Bu5hm4nn
56e84680e8 feat(PORT-001A): add collateral entry basis settings 2026-03-24 00:38:13 +01:00
Bu5hm4nn
de03bd0064 feat(DATA-003): calculate live option greeks 2026-03-23 23:46:40 +01:00
Bu5hm4nn
133908dd36 feat: prioritize lazy options loading and live overview wiring
- queue OPS-001 Caddy route for vd1.uncloud.vpn
- lazy-load options expirations/chains per expiry
- wire overview to live quote data and persisted portfolio config
- extend browser test to verify live quote metadata
2026-03-23 23:23:59 +01:00
Bu5hm4nn
d51fa05d5a test: add Playwright browser tests and document test loop
- add real browser test for overview and options pages
- document engineering learnings in AGENTS.md
- commit NiceGUI header layout fix
- limit options initial expirations for faster first render
2026-03-23 23:11:38 +01:00
Bu5hm4nn
70ec625146 feat(DATA-002): add live GLD options chain data via yfinance 2026-03-23 22:53:08 +01:00