Advanced Portfolio Analytics Dashboard

[grantfox-oss]

Priority: Medium
Epic: User Analytics

Description

Create comprehensive portfolio analytics with performance metrics, risk analysis, and historical tracking to help users understand their trading performance.

Direction

1. Build portfolio performance calculation engine
2. Implement risk metrics (Sharpe ratio, max drawdown, volatility)
3. Add historical P&L tracking and visualization data
4. Create benchmark comparison against market indices
5. Build tax reporting generation for trades
6. Add portfolio rebalancing recommendations

Definition of Done

• Users can view complete portfolio performance history
• All standard financial risk metrics are calculated
• Tax reports can be generated for any time period
• Portfolio benchmarking is available against major assets
• AI-generated rebalancing suggestions are provided

Acceptance Criteria

• ✅ Portfolio value updates in real-time with market prices
• ✅ Sharpe ratio and other risk metrics are accurate
• ✅ Tax reports include all necessary transaction details
• ✅ Users can compare performance to BTC/ETH benchmarks
• ✅ Rebalancing suggestions have clear reasoning explained

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[Ebenezer199914]

can i work on this

[Menjay7]

Hi! I came across this issue and would love to work on it. I have experience with similar tasks and I'm confident I can investigate, implement a clean solution, and thoroughly test it before submitting a PR. If the issue is still open, I would appreciate it if you could assign it to me. Thank you!

[Elizabethxxx]

Hy maintainer, I can resolve this issue within 24hours. I am an oss contributor with enough experience

[ykargeee-bit]

Hi Maintainer,

I’m a full-stack developer, and I’d like to contribute to the task. I’ll implement it carefully and efficiently thoroughly understand requirements and edge cases
Communicate promptly about suggestions or improvements. And I will provide regular progress updates and address blockers
Align with project goals through feedback and clarification.

Thank you,

[grantfox-oss]

🦊 GrantFox — @ykargeee-bit has been assigned to this issue as part of the Official Campaign campaign!

Next steps:

1. Open a Pull Request referencing this issue (e.g., Closes #394)
2. Your PR will be reviewed by the StelTade maintainers

Good luck! Track your progress on GrantFox.

[grantfox-oss]

🎉 This issue has been marked as completed on GrantFox as part of the Official Campaign campaign!

@ykargeee-bit's PR #419 was approved and merged by @DevMuhdishaq.

🏆 @ykargeee-bit: You earned 35 FoxPoints for this contribution! Your current tier: Explorer (401 total points). Track your full progress on GrantFox.

👏 Great work, @ykargeee-bit! Keep contributing to StelTade.