Commit Graph

318 Commits

Author SHA1 Message Date
a2bbd31f27 fix: Modify trade linking query to correctly handle ClickHouse IN clause 2025-02-11 19:18:36 -08:00
062be5863f feat: Add unlink_trades_from_plan import to trading_plan module imports 2025-02-11 19:17:06 -08:00
bee908180c feat: Add functionality to unlink trades from trading plans 2025-02-11 19:16:52 -08:00
f3d932443e fix: Remove duplicate Trade Management section and add unique keys 2025-02-11 19:14:59 -08:00
d9692e9811 feat: Add dynamic plan_id column check and creation in get_plan_trades 2025-02-11 19:13:39 -08:00
a47cd3e1cc refactor: Update SQL queries to use parameterized queries in trading_plan.py 2025-02-11 19:12:14 -08:00
85d7638ef4 feat: Add trade management section to trading plan edit page 2025-02-11 19:09:51 -08:00
c1bd9e7701 fix: Resolve f-string syntax error in trading plan page format_func 2025-02-11 19:07:56 -08:00
4a0bc2bb0f fix: Resolve f-string syntax error in trading plan trade formatting 2025-02-11 19:07:42 -08:00
eeb7e6d682 feat: Enhance trade selection with direction, strategy, and profit/loss details 2025-02-11 19:07:24 -08:00
722f0d8a14 fix: Import missing functions for trading plan management 2025-02-11 19:03:25 -08:00
e575842664 feat: Add trade linking and performance metrics to trading plans 2025-02-11 19:00:24 -08:00
bdfd53e653 feat: Enhance trading plan view with comprehensive details and improved layout 2025-02-11 18:56:27 -08:00
9f0be3f617 fix: Update Streamlit query params method to use .update() 2025-02-11 18:53:15 -08:00
0312411a47 refactor: Replace deprecated st.experimental_set_query_params with st.query_params 2025-02-11 18:51:27 -08:00
613f50ec5b fix: Correct indentation for delete button in trading plan page 2025-02-11 18:48:37 -08:00
9369eadd47 fix: Correct syntax error in trading plan delete button placement 2025-02-11 18:47:12 -08:00
9e7e1dd2b1 fix: Correct indentation for delete plan button in trading plan page 2025-02-11 18:47:02 -08:00
35cebb7010 fix: Correct indentation for delete plan button in trading plan page 2025-02-11 18:46:51 -08:00
25edd0a77f fix: Correct indentation for "Delete Plan" button in trading plan page 2025-02-11 18:46:38 -08:00
f0065af3a2 fix: Resolve indentation error and remove duplicate exception handler in trading plan page 2025-02-11 18:44:57 -08:00
11660b3449 fix: Remove misplaced delete plan button and add it to trading plan page 2025-02-11 18:44:46 -08:00
b1e843e796 feat: Add delete functionality for trading plans in edit mode 2025-02-11 18:44:33 -08:00
e7946667e4 feat: Add comprehensive editing capabilities for trading plans 2025-02-11 18:40:44 -08:00
430520a307 refactor: Remove updated_at as version column in ReplacingMergeTree engine 2025-02-11 18:36:58 -08:00
978d9c7a20 feat: Update trading_plans table to use ReplacingMergeTree for better update support 2025-02-11 18:34:35 -08:00
aa282de020 refactor: Switch trading_plans table engine from TinyLog to MergeTree 2025-02-11 18:33:01 -08:00
7fe73d725c fix: Remove DROP TABLE command to preserve trading plan data 2025-02-11 18:31:15 -08:00
74e1d43936 feat: Add unique keys to Streamlit form elements to prevent duplicate IDs 2025-02-11 18:28:15 -08:00
5acfe4bfc4 fix: Correctly handle query results in trading plan retrieval functions 2025-02-11 18:25:02 -08:00
1d423d3291 refactor: Update Streamlit query params and trading plan retrieval method 2025-02-11 18:22:58 -08:00
26238a6afb refactor: Update query result handling and deprecated Streamlit function 2025-02-11 18:21:33 -08:00
7fe83a0f6a fix: Update st.rerun() to st.experimental_set_query_params(rerun=True) 2025-02-11 18:20:07 -08:00
9897b9029b refactor: Replace st.experimental_rerun() with st.experimental_set_query_params(rerun=True) 2025-02-11 18:20:03 -08:00
d17dc47d42 fix: Correctly handle query result rows when generating new trading plan ID 2025-02-11 18:17:33 -08:00
0ac499ae8c refactor: Update database client methods to use command and query for SQL execution 2025-02-11 18:15:54 -08:00
41de719250 refactor: Add error handling to get_all_trading_plans function 2025-02-11 18:02:38 -08:00
2a790a164a refactor: Improve error handling in create_trading_plan_table function 2025-02-11 18:01:35 -08:00
a22f4a444a refactor: Simplify trading_plans table structure with TinyLog engine 2025-02-11 17:59:38 -08:00
19f06601d9 refactor: Simplify trading plans table structure with MergeTree engine and default values 2025-02-11 17:58:13 -08:00
7ccb5a8065 refactor: Simplify trading plans table structure with Log engine 2025-02-11 17:56:59 -08:00
b327062a6d refactor: Simplify trading plans table creation with Memory engine 2025-02-11 17:51:35 -08:00
26c8d83451 refactor: Simplify trading_plans table creation with MergeTree engine 2025-02-11 17:50:20 -08:00
7b6d890d7e feat: Update ClickHouse table creation with ReplacingMergeTree and DateTime64 2025-02-11 17:48:38 -08:00
f9c8d43a86 fix: Update ClickHouse table creation syntax for trading plans 2025-02-11 17:45:52 -08:00
34c006e360 refactor: Reorder TradingPlan dataclass fields to comply with Python requirements 2025-02-11 17:43:49 -08:00
4730499ae2 feat: Add trading plans page to Streamlit app with full CRUD functionality 2025-02-11 17:42:10 -08:00
8440171a08 feat: Add functions to get and update trading plans 2025-02-11 17:40:04 -08:00
ca4ceabc40 feat: Add trading plan model and database schema for managing trading strategies 2025-02-11 17:38:11 -08:00
a4bf153097 feat: Add run_migration.py to resolve Python module import issues 2025-02-11 07:10:14 -08:00
8c11af9c05 feat: Add migration script to include direction field in trades table 2025-02-11 07:07:28 -08:00
483fcf7ba9 refactor: Update TradeEntry to support buy and sell orders with optional fields 2025-02-11 07:06:17 -08:00
77a067a22e feat: Add direction field to TradeEntry and update trades table schema 2025-02-11 07:05:58 -08:00
b9116a55a2 feat: Enhance trade entry form to support buy and sell order workflows 2025-02-11 07:02:51 -08:00
c238bf45ed feat: Add buy/sell direction selector to trading journal page 2025-02-11 06:59:10 -08:00
695259f3be refactor: Remove navigation buttons from strategy guide page 2025-02-10 23:32:07 -08:00
c1445fc5e3 refactor: Replace st.switch_page() with session state navigation 2025-02-10 23:31:01 -08:00
83e2cde08a feat: Improve navigation buttons in strategy guide page with Streamlit switch_page 2025-02-10 23:29:52 -08:00
99f890c4c6 refactor: Simplify strategy guide page navigation buttons 2025-02-10 23:28:29 -08:00
f9b6cb82f8 refactor: Replace deprecated st.experimental_rerun() with st.rerun() 2025-02-10 23:27:06 -08:00
55c23b44bb feat: Add strategy guide page with trading workflow and scanner integration 2025-02-10 23:25:36 -08:00
31af0f6a02 feat: Use portfolio value as default account size in position calculator 2025-02-10 23:23:09 -08:00
470cb88da6 refactor: Improve portfolio display with unique keys and entry date 2025-02-10 23:20:11 -08:00
efe69a2dbb feat: Load open trades from journal into portfolio on initialization 2025-02-10 23:18:45 -08:00
aadd2c517e feat: Add Trading System page to navigation menu 2025-02-10 23:16:59 -08:00
b8c268652f fix: Import missing portfolio value functions from trading.journal 2025-02-10 23:15:24 -08:00
cfe17976b2 fix: Resolve syntax error in portfolio value display condition 2025-02-10 23:15:12 -08:00
7beaee7d10 fix: Correct incomplete if statement in portfolio value section 2025-02-10 23:15:00 -08:00
02496c3a3c feat: Add trading system page with position calculator, portfolio management, and value tracking 2025-02-10 23:11:16 -08:00
91e6b7f2b6 feat: Add unique keys to text_area elements in trading journal page 2025-02-10 23:01:48 -08:00
b71a3eef38 fix: Remove nested try block and simplify error handling in trade update 2025-02-10 23:00:24 -08:00
a99deffa9f feat: Add date and time input fields for updating trade entry details 2025-02-10 22:59:59 -08:00
6f5dadbe5c feat: Add interval selection to technical scanner page 2025-02-10 22:56:18 -08:00
8b56c3c8e5 feat: Add date range inputs and update technical scanner function parameters 2025-02-10 22:54:18 -08:00
0dd86ebe42 refactor: Modify scanner_controller to accept parameters directly and use dictionary mapping 2025-02-10 22:53:04 -08:00
9e1cccd3b6 feat: Add unique keys to selectboxes to resolve duplicate element ID error 2025-02-10 22:49:09 -08:00
28f0eee4ec feat: Add CANSLIM screener interface to Streamlit app 2025-02-10 22:45:06 -08:00
3bd73572af changed the screen reports folder 2025-02-10 22:42:36 -08:00
6643e891da fix: Add missing pandas import to resolve undefined name error 2025-02-10 22:40:20 -08:00
099c8b353e feat: Add CSV report viewing functionality to technical scanner page 2025-02-10 22:40:11 -08:00
e001d2e766 feat: Create Streamlit app with trading journal, technical scanner, and navigation 2025-02-10 22:35:13 -08:00
536622d1ca fix: Add shares input prompt for sell order in trading journal 2025-02-10 19:05:41 -08:00
dcfc657ced fix: Remove duplicate shares input in journal_menu function 2025-02-10 19:05:29 -08:00
6e4c26c73d feat: Allow user-provided entry date when creating trade entries 2025-02-10 19:02:09 -08:00
e89f673709 feat: Add delete trade functionality to journal menu 2025-02-10 18:53:24 -08:00
5aa6d0effe refactor: Modify update_trade to handle ClickHouse sorting key limitation 2025-02-10 18:50:22 -08:00
3e57a678f7 fix: Replace undefined update_trade_exit with update_trade 2025-02-10 18:47:55 -08:00
3819547de7 feat: Enhance trade update functionality with flexible field modifications 2025-02-10 18:47:44 -08:00
933141618b refactor: Update get_current_prices to use fast_info for reliable price fetching 2025-02-10 11:21:23 -08:00
3a985aa1f5 feat: Add get_current_prices function with yfinance support 2025-02-10 11:09:58 -08:00
cfa3e67417 fix: Resolve syntax error in get_current_prices function 2025-02-10 11:06:59 -08:00
1416d1b912 feat: Add real-time price tracking and P/L calculations using yfinance 2025-02-10 11:06:46 -08:00
8ea233ff7c feat: Add FIFO sell order handling in trade journal 2025-02-10 10:31:16 -08:00
952dfcd266 fix: Correct menu logic for portfolio value update and system exit 2025-02-10 10:18:59 -08:00
c363745542 feat: Initialize Portfolio and load existing trades in main function 2025-02-10 10:13:32 -08:00
c6089549ca fix: Correct syntax error in portfolio data check condition 2025-02-10 10:11:55 -08:00
838a2ac7d0 feat: Integrate portfolio tracking and cash balance management in trading system 2025-02-10 10:11:17 -08:00
529875527b feat: Resolve circular imports and create scanner_utils module 2025-02-10 10:01:46 -08:00
3dbaed0399 feat: Add user input escape mechanism with consistent quit options 2025-02-10 09:58:25 -08:00
9ccccfce97 feat: Add open trades summary with ticker-level insights and detailed trade information 2025-02-10 09:54:22 -08:00