Commit Graph

453 Commits

Author SHA1 Message Date
32907718a1 refactor: Implement built-in stop loss functionality in DynamicStrategy 2025-02-13 23:55:14 -08:00
03e454cb09 fix: Update stop loss check to use open_price instead of price 2025-02-13 23:51:49 -08:00
04e2cf1d02 fix: Update stop loss check to use self.position.price 2025-02-13 23:50:15 -08:00
531d356bf0 fix: Correct entry price attribute in stop loss check 2025-02-13 23:47:38 -08:00
a755e12ca0 fix: Correct entry price attribute in stop loss check 2025-02-13 23:44:58 -08:00
a7cab3d9e5 fix: Update stop loss calculation to use correct entry price attribute 2025-02-13 23:43:33 -08:00
0dca328a9e refactor: Improve stop loss handling with error resilience and position size check 2025-02-13 23:42:00 -08:00
c771e479bb refactor: Update BB calculation with ffill() and debug print 2025-02-13 23:40:38 -08:00
17e9024a3f fix: Correct entry_price property usage in DynamicStrategy stop loss 2025-02-13 23:39:00 -08:00
3249acd33c fix: Update entry_price access to method call in stop loss logic 2025-02-13 23:37:40 -08:00
51be586696 feat: Add 7% stop loss mechanism to DynamicStrategy 2025-02-13 23:37:01 -08:00
5f55b67070 refactor: Update indicators to handle pandas Series consistently 2025-02-13 23:31:36 -08:00
aa5952e00b fix: Improve Bollinger Bands calculation with dynamic column handling 2025-02-13 23:28:03 -08:00
6e965a2924 fix: Simplify Bollinger Bands calculation and remove debug statements 2025-02-13 23:26:16 -08:00
a4ee19a1d0 refactor: Improve Bollinger Bands calculation with dynamic column detection and debug logging 2025-02-13 23:23:48 -08:00
efe820317c fix: Update Bollinger Bands calculation with correct pandas-ta column names 2025-02-13 23:21:37 -08:00
4feaf51b4c feat: Add comprehensive debug logging to trading strategy and optimization 2025-02-13 23:19:36 -08:00
e48fcfafbd feat: Add trading logic for BB, RSI, and EMA indicators in strategy 2025-02-13 23:16:58 -08:00
a18bc66b19 fix: Handle missing keys and correct max drawdown metric in backtest results 2025-02-13 23:14:28 -08:00
7fab19c9d6 fix: Improve indicator calculation with robust error handling and trend preservation 2025-02-13 23:12:50 -08:00
af51b62d49 fix: Handle pandas-ta indicators with fillna and numpy conversion 2025-02-13 23:11:06 -08:00
f90794a11c refactor: Move backtesting form from sidebar to main page layout 2025-02-13 23:09:25 -08:00
b41046105d refactor: Improve pandas-ta indicator initialization in DynamicStrategy 2025-02-13 23:08:06 -08:00
c20619d05b fix: Convert date inputs to datetime objects in backtesting page 2025-02-13 23:05:51 -08:00
6238550ff4 refactor: Update import path for get_stock_data function 2025-02-13 23:01:57 -08:00
ccb62b1cb9 feat: Implement complete backtesting page with dynamic strategy configuration 2025-02-13 22:59:59 -08:00
3a053a0fb0 feat: Add backtesting page with dynamic strategy configuration and optimization 2025-02-13 22:58:28 -08:00
ab5b4a9cd2 refactor: Simplify report filtering logic by removing technical filter 2025-02-13 21:53:57 -08:00
88345df736 refactor: Simplify non_canslim filtering logic in report loading 2025-02-13 21:51:47 -08:00
d8658e9b8b feat: Add non-CANSLIM report filtering option to load_scanner_reports() 2025-02-13 21:50:04 -08:00
4be088c0b2 refactor: Improve overall P/L calculation with realized and paper P/L 2025-02-13 13:22:14 -08:00
d7834d78f5 refactor: Update trading system page portfolio calculation logic 2025-02-13 13:03:43 -08:00
217707b4d9 refactor: Simplify open position value calculation using trade summary data 2025-02-13 12:58:09 -08:00
6097ce6367 feat: Improve portfolio value calculation with detailed open trades tracking 2025-02-13 12:55:44 -08:00
3e1775534c feat: Enhance trading system page with total portfolio value calculation and usage metrics 2025-02-13 12:49:31 -08:00
336afa8170 feat: Enhance trading system page with cash-aware position sizing 2025-02-13 12:46:57 -08:00
a643a1649e refactor: Fix indentation and remove unused portfolio code 2025-02-13 12:44:10 -08:00
51ebdc1d74 fix: Correct indentation in trading system page input fields 2025-02-13 12:40:01 -08:00
5398d683b9 refactor: Remove unnecessary whitespace and indentation in trading system page 2025-02-13 12:39:40 -08:00
6439412bb3 refactor: Fix search/replace block matching in trading system page 2025-02-13 12:39:32 -08:00
eea63e6cbb refactor: Simplify trading system page to focus on position calculator 2025-02-13 12:39:00 -08:00
4659496889 feat: Enhance portfolio overview with dynamic value calculation and cash balance input 2025-02-13 12:34:37 -08:00
bd4dce4f42 refactor: Improve timezone handling in calculate_weekly_metrics function 2025-02-13 12:30:17 -08:00
18f689115e fix: Resolve timezone awareness issue in weekly metrics calculation 2025-02-13 12:29:05 -08:00
00d00fb06b feat: Add weekly performance metrics to Portfolio Overview section 2025-02-13 12:27:35 -08:00
201d48c302 feat: Enhance trading journal with portfolio allocation and performance metrics 2025-02-13 12:21:11 -08:00
a6746ff267 fix: Improve trade P/L calculation in plot_trade_history function 2025-02-13 11:28:12 -08:00
b1240cd582 refactor: Update plot_trade_history to only show realized P/L from closed trades 2025-02-13 11:25:11 -08:00
85c8f97cc5 refactor: Optimize open trades summary query with position totals subquery 2025-02-13 11:21:04 -08:00
e5b35e50e5 refactor: Improve open trades query with net shares calculation and position tracking 2025-02-13 11:20:47 -08:00
4196a61b99 refactor: Update open trades queries to handle empty exit prices and null exit dates 2025-02-13 11:18:00 -08:00
4bd9bd8c42 fix: Adjust open trades summary query to handle sell orders and filter zero total shares 2025-02-13 11:14:28 -08:00
abaf3ab855 feat: Improve trade entry and performance calculation for sell orders 2025-02-13 11:11:42 -08:00
6d29558752 fix: Handle missing trade direction by inferring from exit price 2025-02-13 11:05:38 -08:00
731b4e9e2d refactor: Simplify position summary query and add debug logging 2025-02-13 10:58:09 -08:00
814a7db5de feat: Add debug print statements to trading journal page for trade entry tracking 2025-02-13 10:52:36 -08:00
417747be86 refactor: Optimize position handling logic in trading journal page 2025-02-13 10:46:55 -08:00
46c37e2f63 refactor: Improve position selection logic for buy and sell trades 2025-02-13 10:43:45 -08:00
0f8a75ca28 refactor: Improve trade direction inference and add debug logging in position performance calculation 2025-02-13 10:39:25 -08:00
aedd96eef4 refactor: Simplify open trades summary query calculation 2025-02-13 10:34:46 -08:00
52839b451e feat: Add debug logging to get_open_trades function 2025-02-13 10:29:50 -08:00
c4b253cc88 feat: Add debug logging to open trades functions 2025-02-13 10:29:33 -08:00
dbb1393c08 feat: Add comprehensive debug statements to trading journal page and data retrieval functions 2025-02-13 10:29:01 -08:00
7f1077a951 refactor: Replace st.query_params with st.experimental_rerun for trade updates 2025-02-13 10:23:25 -08:00
28ffb22f71 fix: Move entry datetime input before position ID generation 2025-02-13 10:10:20 -08:00
ef762d2132 feat: Update position ID generation to use trade entry datetime 2025-02-13 10:09:53 -08:00
b3ac7c1705 refactor: Remove debug output lines from trading journal page 2025-02-13 09:36:23 -08:00
a37b70d88d refactor: Simplify trade sorting to use chronological order 2025-02-13 09:35:19 -08:00
646d4b847f refactor: Update trade history query to explicitly list columns 2025-02-13 09:32:57 -08:00
e322743f33 fix: Add direction field to trade history query and improve error handling 2025-02-13 09:32:40 -08:00
e22a0ad67e refactor: Update trade entry handling for sell orders with exit price and date 2025-02-13 09:30:38 -08:00
9493f5d7ac fix: Add default value for trade direction in debug output 2025-02-13 09:26:29 -08:00
f162cdb91b fix: Correct trade direction processing in trading journal 2025-02-13 09:26:18 -08:00
94671119f2 feat: Replace time_input with text_input for time entry validation 2025-02-13 09:14:27 -08:00
b6117c84f2 feat: Add docstring and lowercase trade direction in add_trade function 2025-02-13 09:13:03 -08:00
a3eae62be3 fix: Improve trade direction detection in position performance calculation 2025-02-13 09:09:39 -08:00
bd880cbb46 fix: Use order_type instead of corrupted direction field for trade classification 2025-02-13 09:07:12 -08:00
522e889467 refactor: Improve trade direction handling and debug output 2025-02-13 09:04:47 -08:00
58c59a4633 refactor: Improve trade direction handling and add debug output 2025-02-13 09:02:42 -08:00
3bc111288e fix: Improve trade performance calculation and add debug logging 2025-02-13 09:00:17 -08:00
47b58faddd refactor: Enhance trade history display with performance metrics and detailed trade information 2025-02-13 08:58:34 -08:00
b1b22ac026 refactor: Improve trade display sorting and exit price handling 2025-02-13 08:54:04 -08:00
f85299b518 fix: Add type checking for trade direction to prevent AttributeError 2025-02-13 08:50:49 -08:00
0c30213688 fix: Handle entry_price formatting with error handling 2025-02-13 08:50:05 -08:00
9ef81fb589 fix: Improve trade history display with correct price labels and direction 2025-02-13 08:49:04 -08:00
b8a561f37c fix: Handle potential type conversion errors for exit price in trading journal 2025-02-13 08:45:50 -08:00
287dd32485 fix: Handle non-string trade direction in trading journal display 2025-02-13 08:44:37 -08:00
c030f87d9a fix: Handle missing trade direction by defaulting to 'Buy' 2025-02-13 08:43:41 -08:00
fb27bf3003 fix: Handle non-numeric exit prices in trade history plotting 2025-02-13 08:42:08 -08:00
0b07861265 fix: Convert trade prices and shares to float to prevent type errors 2025-02-13 08:40:44 -08:00
8d76d820fe feat: Enhance trade history display with position-based grouping and comprehensive trade details 2025-02-13 08:39:51 -08:00
3f0b10ed41 fix: Correct trade type display in trading journal 2025-02-13 08:35:40 -08:00
9642d78942 feat: Add support for sell orders in trade history query and display 2025-02-13 08:32:58 -08:00
bc064fc011 fix: Correct trade summary calculations for buy and sell directions 2025-02-13 08:29:01 -08:00
e60f18e41a fix: Add None checks for portfolio position metrics to prevent TypeError 2025-02-13 08:10:18 -08:00
0cb11574a3 refactor: Add None checks to Position class property methods 2025-02-13 08:07:52 -08:00
3a962fb685 fix: Handle None values for numeric trade fields in trading journal 2025-02-13 07:58:35 -08:00
7764821ec9 fix: Correct syntax error in process_signal_data function signature 2025-02-12 22:17:19 -08:00
4ad01316b7 feat: Add Heikin Ashi signal handling with dynamic target price calculation 2025-02-12 22:17:04 -08:00
aec5929ea7 feat: Add Heikin-Ashi scanner to technical scanner framework 2025-02-12 22:09:39 -08:00