feat: Complete Fiscal Clone deployment package
- SEC filings extraction (10-K, 10-Q, 8-K) - Portfolio analytics with real-time prices - Watchlist management - NextAuth.js authentication - OpenClaw AI integration - PostgreSQL database with auto P&L calculations - Elysia.js backend (Bun runtime) - Next.js 14 frontend (TailwindCSS + Recharts) - Production-ready Docker configurations
This commit is contained in:
Francesco
297
frontend/app/portfolio/page.tsx
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297
frontend/app/portfolio/page.tsx
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'use client';
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import { useSession } from 'next-auth/react';
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import { useRouter } from 'next/navigation';
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import { useEffect, useState } from 'react';
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import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer, PieChart, Pie, Cell, Legend } from 'recharts';
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import { format } from 'date-fns';
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import Link from 'next/link';
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export default function PortfolioPage() {
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const { data: session, status } = useSession();
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const router = useRouter();
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const [portfolio, setPortfolio] = useState([]);
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const [summary, setSummary] = useState({ total_value: 0, total_gain_loss: 0, cost_basis: 0 });
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const [loading, setLoading] = useState(true);
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const [showAddModal, setShowAddModal] = useState(false);
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const [newHolding, setNewHolding] = useState({ ticker: '', shares: '', avg_cost: '' });
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useEffect(() => {
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if (status === 'unauthenticated') {
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router.push('/auth/signin');
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return;
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}
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if (session?.user) {
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fetchPortfolio(session.user.id);
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}
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}, [session, status, router]);
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const fetchPortfolio = async (userId: string) => {
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try {
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const [portfolioRes, summaryRes] = await Promise.all([
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fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio/${userId}`),
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fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio/${userId}/summary`)
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]);
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const portfolioData = await portfolioRes.json();
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const summaryData = await summaryRes.json();
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setPortfolio(portfolioData);
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setSummary(summaryData);
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} catch (error) {
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console.error('Error fetching portfolio:', error);
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} finally {
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setLoading(false);
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}
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};
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const handleAddHolding = async (e: React.FormEvent) => {
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e.preventDefault();
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try {
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await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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user_id: session?.user?.id,
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ticker: newHolding.ticker.toUpperCase(),
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shares: parseFloat(newHolding.shares),
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avg_cost: parseFloat(newHolding.avg_cost)
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})
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});
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setShowAddModal(false);
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setNewHolding({ ticker: '', shares: '', avg_cost: '' });
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fetchPortfolio(session?.user?.id);
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} catch (error) {
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console.error('Error adding holding:', error);
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}
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};
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const handleDeleteHolding = async (id: number) => {
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if (!confirm('Are you sure you want to delete this holding?')) return;
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try {
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await fetch(`${process.env.NEXT_PUBLIC_API_URL}/api/portfolio/${id}`, {
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method: 'DELETE'
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});
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fetchPortfolio(session?.user?.id);
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} catch (error) {
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console.error('Error deleting holding:', error);
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}
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};
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if (loading) {
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return <div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 flex items-center justify-center">Loading...</div>;
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}
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const pieData = portfolio.length > 0 ? portfolio.map((p: any) => ({
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name: p.ticker,
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value: p.current_value || (p.shares * p.avg_cost)
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})) : [];
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const COLORS = ['#3b82f6', '#8b5cf6', '#10b981', '#f59e0b', '#ef4444', '#ec4899'];
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return (
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<div className="min-h-screen bg-gradient-to-br from-slate-900 to-slate-800 text-white">
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<nav className="border-b border-slate-700 bg-slate-900/50 backdrop-blur">
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<div className="container mx-auto px-4 py-4 flex justify-between items-center">
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<Link href="/" className="text-2xl font-bold bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
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Fiscal Clone
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</Link>
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<div className="flex gap-4">
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<Link href="/filings" className="hover:text-blue-400 transition">
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Filings
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</Link>
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<Link href="/portfolio" className="hover:text-blue-400 transition">
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Portfolio
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</Link>
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<Link href="/watchlist" className="hover:text-blue-400 transition">
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Watchlist
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</Link>
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</div>
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</div>
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</nav>
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<main className="container mx-auto px-4 py-8">
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<div className="flex justify-between items-center mb-6">
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<h1 className="text-3xl font-bold">Portfolio</h1>
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<button
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onClick={() => setShowAddModal(true)}
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className="bg-blue-600 hover:bg-blue-700 px-4 py-2 rounded-lg transition"
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>
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+ Add Holding
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</button>
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</div>
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<div className="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
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<h3 className="text-slate-400 mb-2">Total Value</h3>
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<p className="text-3xl font-bold text-green-400">
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${summary.total_value?.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 }) || '$0.00'}
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</p>
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</div>
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<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
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<h3 className="text-slate-400 mb-2">Total Gain/Loss</h3>
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<p className={`text-3xl font-bold ${summary.total_gain_loss >= 0 ? 'text-green-400' : 'text-red-400'}`}>
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{summary.total_gain_loss >= 0 ? '+' : ''}${summary.total_gain_loss?.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 }) || '$0.00'}
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</p>
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</div>
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<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
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<h3 className="text-slate-400 mb-2">Positions</h3>
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<p className="text-3xl font-bold text-blue-400">{portfolio.length}</p>
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</div>
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</div>
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<div className="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
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<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
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<h3 className="text-xl font-semibold mb-4">Portfolio Allocation</h3>
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{pieData.length > 0 ? (
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<ResponsiveContainer width="100%" height={300}>
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<PieChart>
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<Pie
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data={pieData}
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dataKey="value"
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nameKey="name"
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cx="50%"
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cy="50%"
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outerRadius={100}
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label={(entry) => `${entry.name} ($${(entry.value / 1000).toFixed(1)}k)`}
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>
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{pieData.map((entry, index) => (
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<Cell key={`cell-${index}`} fill={COLORS[index % COLORS.length]} />
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))}
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</Pie>
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<Tooltip />
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</PieChart>
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</ResponsiveContainer>
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) : (
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<p className="text-slate-400 text-center py-8">No holdings yet</p>
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)}
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</div>
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<div className="bg-slate-800/50 rounded-lg p-6 border border-slate-700">
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<h3 className="text-xl font-semibold mb-4">Performance</h3>
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{portfolio.length > 0 ? (
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<ResponsiveContainer width="100%" height={300}>
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<LineChart data={portfolio.map((p: any) => ({ name: p.ticker, value: p.gain_loss_pct || 0 }))}>
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<XAxis dataKey="name" stroke="#64748b" />
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<YAxis stroke="#64748b" />
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<CartesianGrid strokeDasharray="3 3" stroke="#334155" />
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<Tooltip contentStyle={{ backgroundColor: '#1e293b', border: '#334155', borderRadius: '8px' }} />
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<Line type="monotone" dataKey="value" stroke="#8b5cf6" strokeWidth={2} dot={{ fill: '#8b5cf6' }} />
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</LineChart>
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</ResponsiveContainer>
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) : (
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<p className="text-slate-400 text-center py-8">No performance data yet</p>
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)}
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</div>
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</div>
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<div className="bg-slate-800/50 rounded-lg border border-slate-700 overflow-hidden">
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<table className="w-full">
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<thead className="bg-slate-700/50">
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<tr>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Ticker</th>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Shares</th>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Avg Cost</th>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Current Price</th>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Value</th>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Gain/Loss</th>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">%</th>
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<th className="px-6 py-3 text-left text-sm font-semibold text-slate-300">Actions</th>
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</tr>
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</thead>
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<tbody>
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{portfolio.map((holding: any) => (
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<tr key={holding.id} className="border-t border-slate-700 hover:bg-slate-700/30 transition">
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<td className="px-6 py-4 font-semibold">{holding.ticker}</td>
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<td className="px-6 py-4">{holding.shares.toLocaleString()}</td>
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<td className="px-6 py-4">${holding.avg_cost.toFixed(2)}</td>
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<td className="px-6 py-4">${holding.current_price?.toFixed(2) || 'N/A'}</td>
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<td className="px-6 py-4">${holding.current_value?.toFixed(2) || 'N/A'}</td>
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<td className={`px-6 py-4 ${holding.gain_loss >= 0 ? 'text-green-400' : 'text-red-400'}`}>
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{holding.gain_loss >= 0 ? '+' : ''}${holding.gain_loss?.toFixed(2) || '0.00'}
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</td>
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<td className={`px-6 py-4 ${holding.gain_loss_pct >= 0 ? 'text-green-400' : 'text-red-400'}`}>
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{holding.gain_loss_pct >= 0 ? '+' : ''}{holding.gain_loss_pct?.toFixed(2) || '0.00'}%
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</td>
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<td className="px-6 py-4">
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<button
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onClick={() => handleDeleteHolding(holding.id)}
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className="text-red-400 hover:text-red-300 transition"
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>
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Delete
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</button>
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</td>
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</tr>
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))}
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</tbody>
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</table>
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</div>
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</main>
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{showAddModal && (
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<div className="fixed inset-0 bg-black/50 flex items-center justify-center p-4">
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<div className="bg-slate-800 rounded-lg p-6 border border-slate-700 max-w-md w-full">
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<h2 className="text-2xl font-bold mb-4">Add Holding</h2>
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<form onSubmit={handleAddHolding} className="space-y-4">
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<div>
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<label className="block text-sm font-medium text-slate-300 mb-2">Ticker</label>
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<input
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type="text"
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value={newHolding.ticker}
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onChange={(e) => setNewHolding({...newHolding, ticker: e.target.value})}
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className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
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placeholder="AAPL"
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required
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/>
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</div>
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<div>
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<label className="block text-sm font-medium text-slate-300 mb-2">Shares</label>
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<input
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type="number"
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step="0.0001"
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value={newHolding.shares}
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onChange={(e) => setNewHolding({...newHolding, shares: e.target.value})}
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className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
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placeholder="100"
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required
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/>
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</div>
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<div>
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<label className="block text-sm font-medium text-slate-300 mb-2">Average Cost</label>
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<input
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type="number"
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step="0.01"
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value={newHolding.avg_cost}
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onChange={(e) => setNewHolding({...newHolding, avg_cost: e.target.value})}
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className="w-full bg-slate-700 border border-slate-600 rounded-lg px-4 py-3 text-white"
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placeholder="150.00"
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required
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/>
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</div>
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<div className="flex gap-4">
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<button
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type="submit"
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className="flex-1 bg-blue-600 hover:bg-blue-700 text-white py-3 rounded-lg transition"
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>
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Add
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</button>
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<button
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type="button"
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onClick={() => setShowAddModal(false)}
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className="flex-1 bg-slate-700 hover:bg-slate-600 text-white py-3 rounded-lg transition"
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>
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Cancel
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</button>
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</div>
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</form>
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</div>
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</div>
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)}
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</div>
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);
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}
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