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
94 lines
2.8 KiB
Python
94 lines
2.8 KiB
Python
"""
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Trading journal Pydantic schemas.
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"""
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from datetime import date, datetime
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from decimal import Decimal
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from typing import Optional
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from enum import Enum
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from pydantic import BaseModel, Field
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from app.schemas.portfolio import FloatDecimal
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class TradeType(str, Enum):
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BUY = "buy"
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SELL = "sell"
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class JournalStatus(str, Enum):
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OPEN = "open"
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CLOSED = "closed"
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class TradeJournalCreate(BaseModel):
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stock_code: str = Field(..., min_length=1, max_length=20)
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stock_name: Optional[str] = Field(None, max_length=100)
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trade_type: TradeType
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entry_price: Optional[FloatDecimal] = Field(None, gt=0)
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target_price: Optional[FloatDecimal] = Field(None, gt=0)
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stop_loss_price: Optional[FloatDecimal] = Field(None, gt=0)
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entry_date: date
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quantity: Optional[int] = Field(None, gt=0)
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entry_reason: Optional[str] = None
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scenario: Optional[str] = None
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emotional_state: Optional[str] = None
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strategy_id: Optional[int] = None
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class TradeJournalUpdate(BaseModel):
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stock_name: Optional[str] = Field(None, max_length=100)
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exit_price: Optional[FloatDecimal] = Field(None, gt=0)
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exit_date: Optional[date] = None
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exit_reason: Optional[str] = None
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target_price: Optional[FloatDecimal] = Field(None, gt=0)
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stop_loss_price: Optional[FloatDecimal] = Field(None, gt=0)
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quantity: Optional[int] = Field(None, gt=0)
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lessons_learned: Optional[str] = None
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emotional_state: Optional[str] = None
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scenario: Optional[str] = None
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entry_reason: Optional[str] = None
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status: Optional[JournalStatus] = None
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class TradeJournalResponse(BaseModel):
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id: int
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user_id: int
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stock_code: str
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stock_name: Optional[str] = None
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trade_type: str
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entry_price: Optional[FloatDecimal] = None
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target_price: Optional[FloatDecimal] = None
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stop_loss_price: Optional[FloatDecimal] = None
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exit_price: Optional[FloatDecimal] = None
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entry_date: date
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exit_date: Optional[date] = None
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quantity: Optional[int] = None
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profit_loss: Optional[FloatDecimal] = None
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profit_loss_pct: Optional[FloatDecimal] = None
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entry_reason: Optional[str] = None
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exit_reason: Optional[str] = None
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scenario: Optional[str] = None
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lessons_learned: Optional[str] = None
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emotional_state: Optional[str] = None
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strategy_id: Optional[int] = None
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status: str
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created_at: datetime
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updated_at: datetime
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class Config:
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from_attributes = True
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class TradeJournalStats(BaseModel):
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total_trades: int = 0
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open_trades: int = 0
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closed_trades: int = 0
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win_count: int = 0
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loss_count: int = 0
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win_rate: Optional[FloatDecimal] = None
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avg_profit_loss_pct: Optional[FloatDecimal] = None
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max_profit_pct: Optional[FloatDecimal] = None
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max_loss_pct: Optional[FloatDecimal] = None
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total_profit_loss: Optional[FloatDecimal] = None
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