portfolio-context

Portfolio Buddy 2 - Project Context

Tech Stack

• Frontend: React 19, TypeScript, Vite
• UI: Tailwind CSS, shadcn/ui (color system only)
• Charts: Chart.js, react-chartjs-2, chartjs plugins (zoom, annotation, date adapter)
• State: Plain React (useState, useMemo, useCallback)
• Data Utils: date-fns for date manipulation
• Backend: Supabase (PostgreSQL)
• Deployment: Cloudflare Pages

Project Purpose

Portfolio analysis tool for investors and futures traders to:

• Compare trading strategies vs benchmark assets (SPY, GLD)
• Calculate correlation matrices between assets (Spearman & Pearson)
• Analyze risk metrics and performance (Sharpe, Sortino, Max DD, etc.)
• Upload trade data via CSV and visualize results
• Apply contract multipliers to adjust metrics for futures trading
• Filter data by date range for period-specific analysis

Known Issues & Tech Debt

Current Tech Debt

1. Unused Dependency: Recharts (11.5KB) installed but never imported

   • Should be removed from package.json
   • Currently using Chart.js instead

2. Oversized Components: Violate 200-line standard

   • PortfolioSection.tsx (591 lines) → needs refactoring into subcomponents
   • App.tsx (351 lines) → extract sections into components
   • MetricsTable.tsx (242 lines) → improved but still over limit

3. TypeScript Violations: 15 instances of any type

   • usePortfolio.ts: 11 occurrences in trade/metrics types
   • useMetrics.ts: 4 occurrences in sort comparisons
   • dataUtils.ts: 1 occurrence in Metrics interface

Known Bugs

1. Supabase Upload Errors: Intermittent 500 errors on large uploads
   • Enhanced error handling added in commit 9fb7fdb
   • Check error handling in upload hooks
   • Verify row limits aren't exceeded on free tier

Recent Features Added

• Sortino Ratio Calculation (commits 258ba3a, 9f25040)
  • Location: Implemented inline in PortfolioSection.tsx (lines 133-158)
  • Risk-free rate input state for user-specified risk-free rate
  • Annualized downside deviation using sqrt(365) factor
  • Corrected variance calculation (divides by total returns, not just negative)
  • Displayed in portfolio stats section (line 535)
  • Note: NOT in dataUtils.ts - kept in component due to portfolio-level context
• Date Range Filtering (commit 258ba3a)
  • Filter portfolio data by start/end date
  • Implemented in usePortfolio hook
• Advanced Multi-Column Sorting (useSorting hook)
  • Sort by multiple columns with priority
  • Custom comparison logic per column

Architectural Constraints

• Component Limit: Max 200 lines per component (currently violated by 3 components)
• Hook Pattern: Custom hooks in /src/hooks/
• Utils Pattern: Pure functions in /src/utils/
• Type Safety: Strict TypeScript, no any types (15 violations exist as tech debt)
• State Management: Plain React hooks only - no Zustand or TanStack Query

Key Components Structure

src/
├── components/
│   ├── AnalyticsControls.tsx     (toggle Metrics/Portfolio/Correlation views)
│   ├── ContractInput.tsx         (contract multiplier inputs)
│   ├── CorrelationHeatmap.tsx    (correlation visualization)
│   ├── CorrelationSection.tsx    (correlation analysis wrapper)
│   ├── CustomTooltip.tsx         (chart tooltips)
│   ├── ErrorList.tsx             (error display)
│   ├── Header.tsx                (app header)
│   ├── MasterContractControl.tsx (apply contract value to all)
│   ├── MetricsTable.tsx          (metrics display & selection)
│   ├── PortfolioSection.tsx      (portfolio charts & analysis - 591 lines!)
│   ├── SessionComplete.tsx       (completion UI)
│   ├── SortableHeader.tsx        (table header with sort indicators)
│   ├── UploadedFilesList.tsx     (list of uploaded files)
│   └── UploadSection.tsx         (file upload to Supabase)
├── hooks/
│   ├── useContractMultipliers.ts (manage contract multipliers)
│   ├── useMetrics.ts             (calculate trading metrics)
│   ├── usePortfolio.ts           (portfolio data & date filtering)
│   └── useSorting.ts             (advanced multi-column sorting)
└── utils/
    └── dataUtils.ts              (metric calculations, CSV parsing, correlations)

Migration Context

Migrating 40 features from old app (35/40 completed). See migration-tracker skill for details.