feat: Add open trades summary with ticker-level insights and detailed trade information

src/trading/journal.py

@@ -223,6 +223,28 @@ def update_trade_exit(trade_id: int, exit_price: float, exit_date: datetime,
         """
         client.command(query)
 
+def get_open_trades_summary() -> dict:
+    """Get summary of all open trades grouped by ticker"""
+    with create_client() as client:
+        query = """
+            SELECT 
+                ticker,
+                sum(shares) as total_shares,
+                sum(shares * entry_price) / sum(shares) as avg_entry_price,
+                min(entry_date) as first_entry,
+                max(entry_date) as last_entry,
+                count() as num_orders,
+                groupArray(position_id) as position_ids
+            FROM stock_db.trades 
+            WHERE exit_price IS NULL 
+            GROUP BY ticker
+            ORDER BY ticker ASC
+        """
+        result = client.query(query).result_rows
+        columns = ['ticker', 'total_shares', 'avg_entry_price', 
+                  'first_entry', 'last_entry', 'num_orders', 'position_ids']
+        return [dict(zip(columns, row)) for row in result]
+
 def get_open_trades():
     with create_client() as client:
         query = "SELECT * FROM stock_db.trades WHERE exit_price IS NULL ORDER BY entry_date DESC"
@@ -367,18 +389,44 @@ def journal_menu():
             
         elif choice == "3":
             open_trades = get_open_trades()
+            open_summary = get_open_trades_summary()
+            
             if not open_trades:
                 print("No open trades found.")
             else:
-                print("\nOpen Trades:")
+                print("\n=== Open Trades Summary ===")
+                for summary in open_summary:
+                    avg_entry = summary['avg_entry_price']
+                    stop_loss = avg_entry * 0.93  # 7% stop loss
+                    total_value = avg_entry * summary['total_shares']
+                    max_loss = (avg_entry - stop_loss) * summary['total_shares']
+                    
+                    print(f"\n{summary['ticker']} Summary:")
+                    print(f"Total Shares: {summary['total_shares']}")
+                    print(f"Average Entry: ${avg_entry:.2f}")
+                    print(f"Total Position Value: ${total_value:.2f}")
+                    print(f"Combined Stop Loss (7%): ${stop_loss:.2f}")
+                    print(f"Maximum Loss at Stop: ${max_loss:.2f}")
+                    print(f"Number of Orders: {summary['num_orders']}")
+                    print(f"Position Duration: {summary['last_entry'] - summary['first_entry']}")
+                    print("-" * 50)
+                
+                print("\n=== Individual Trades ===")
                 for trade in open_trades:
                     print(f"\nTicker: {trade['ticker']}")
+                    print(f"Position ID: {trade['position_id']}")
                     print(f"Entry Date: {trade['entry_date']}")
                     print(f"Shares: {trade['shares']}")
                     print(f"Entry Price: ${trade['entry_price']}")
                     print(f"Target: ${trade['target_price']}")
                     print(f"Stop Loss: ${trade['stop_loss']}")
                     print(f"Strategy: {trade['strategy']}")
+                    print(f"Order Type: {trade['order_type']}")
+                    if trade['entry_reason']:
+                        print(f"Entry Reason: {trade['entry_reason']}")
+                    if trade['notes']:
+                        print(f"Notes: {trade['notes']}")
+                    print("-" * 40)
                     
         elif choice == "4":
             history = get_trade_history()