12d235a1f1
Phase 1: - Real-time signal alerts (Discord/Telegram webhook) - Trading journal with entry/exit tracking - Position sizing calculator (Fixed/Kelly/ATR) Phase 2: - Pension asset allocation (DC/IRP 70% risk limit) - Drawdown monitoring with SVG gauge - Benchmark dashboard (portfolio vs KOSPI vs deposit) Phase 3: - Tax benefit simulation (Korean pension tax rules) - Correlation matrix heatmap - Parameter optimizer with grid search + overfit detection
55 lines
1.8 KiB
Python
55 lines
1.8 KiB
Python
"""
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Pension account and holding models for retirement pension asset allocation.
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"""
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import enum
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from datetime import datetime
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from sqlalchemy import (
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Column, Integer, String, Numeric, DateTime,
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Enum as SQLEnum, ForeignKey,
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)
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from sqlalchemy.orm import relationship
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from app.core.database import Base
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class AccountType(str, enum.Enum):
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DC = "dc"
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IRP = "irp"
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PERSONAL = "personal"
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class AssetRiskType(str, enum.Enum):
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SAFE = "safe"
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RISKY = "risky"
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class PensionAccount(Base):
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__tablename__ = "pension_accounts"
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id = Column(Integer, primary_key=True, index=True)
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user_id = Column(Integer, ForeignKey("users.id"), nullable=False, index=True)
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account_type = Column(SQLEnum(AccountType), nullable=False, index=True)
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account_name = Column(String(100), nullable=False)
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total_amount = Column(Numeric(16, 2), nullable=False, default=0)
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birth_year = Column(Integer, nullable=False)
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target_retirement_age = Column(Integer, default=60)
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created_at = Column(DateTime, default=datetime.utcnow)
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updated_at = Column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
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user = relationship("User", backref="pension_accounts")
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holdings = relationship("PensionHolding", back_populates="account", cascade="all, delete-orphan")
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class PensionHolding(Base):
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__tablename__ = "pension_holdings"
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id = Column(Integer, primary_key=True, index=True)
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account_id = Column(Integer, ForeignKey("pension_accounts.id"), nullable=False, index=True)
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asset_name = Column(String(200), nullable=False)
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asset_type = Column(SQLEnum(AssetRiskType), nullable=False)
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amount = Column(Numeric(16, 2), nullable=False, default=0)
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ratio = Column(Numeric(6, 2), nullable=False, default=0)
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account = relationship("PensionAccount", back_populates="holdings")
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