Add min_trade_amount parameter (default 10,000 KRW) to rebalance/calculate
endpoint. Trades below this threshold are converted to hold actions to avoid
inefficient micro-trades during rebalancing.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add realized_pnl column to transactions table with alembic migration
- Calculate realized PnL on sell transactions: (sell_price - avg_price) * quantity
- Show total realized/unrealized PnL in portfolio detail summary cards
- Show per-transaction realized PnL in transaction history table
- Add position sizing API endpoint (GET /portfolios/{id}/position-size)
- Show position sizing guide in signal execution modal for buy signals
- 8 new E2E tests, all 88 tests passing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Phase 1 (Critical):
- Add bulk rebalance apply API + UI with confirmation modal
- Add strategy results to portfolio targets flow (shared component)
Phase 2 (Important):
- Show current holdings in signal execute modal with auto-fill
- Add DC pension risk asset ratio warning (70% limit)
- Add KOSPI benchmark comparison to portfolio returns
- Track signal execution details (price, quantity, timestamp)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The portfolio API was returning only ticker symbols (e.g., "095570")
without stock names. The Stock table already has Korean names
(e.g., "AJ네트웍스") from data collection.
Backend: Add name field to HoldingWithValue schema, fetch stock names
via RebalanceService.get_stock_names() in the portfolio detail endpoint.
Frontend: Show Korean stock name as primary label with ticker as
subtitle in portfolio detail, donut charts, and target vs actual
comparison. Dashboard donut chart also shows names.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
