feat: ticker search, watchlist momentum column, alpha vs S&P 500
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Three usability fixes:

1. Global ticker search in the sidebar (TickerSearch) — typeahead over the
   tracked universe that opens a ticker's detail page without adding it to the
   watchlist. Also wired into the mobile nav.

2. Watchlist table shows the ticker's 12-1 momentum percentile (the top-pick
   selector) instead of the noisy full S/R-level list. Enriched from the setup
   already loaded in watchlist_service._enrich_entry — no extra query.

3. Alpha vs the S&P 500 on paper trades (open + closed). New benchmark_prices
   table + benchmark_service store SPY daily closes (a standalone series, not a
   Ticker, so it never enters the scanner / momentum ranking / rankings) via a
   new daily-pipeline step. paper_trade_service computes per-trade
   benchmark_return / alpha_pct / alpha_usd over each holding period; the open-
   trades table, dashboard, and closed-trades panel surface per-trade and total
   alpha. The list read path never makes a provider call.

Deploy: alembic upgrade head, then run the benchmark/daily job once to populate
SPY closes (alpha shows "—" until then).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
2026-06-28 08:44:40 +02:00
parent 4a96f85cd9
commit 30effa89b7
21 changed files with 506 additions and 31 deletions
+16 -4
View File
@@ -100,8 +100,10 @@ export default function DashboardPage() {
const exposure = useMemo(() => {
const rows = openTrades.data ?? [];
let riskUsd = 0, unrealUsd = 0, unrealR = 0, rPriced = 0, winners = 0, losers = 0;
let alphaUsd = 0, alphaPriced = 0;
for (const t of rows) {
riskUsd += Math.abs(t.entry_price - t.stop_loss) * t.shares;
if (t.alpha_usd != null) { alphaUsd += t.alpha_usd; alphaPriced += 1; }
const p = tradePnl(t);
if (!p) continue;
unrealUsd += p.pnl;
@@ -109,7 +111,7 @@ export default function DashboardPage() {
if (p.pnl > 0) winners += 1;
else if (p.pnl < 0) losers += 1;
}
return { count: rows.length, riskUsd, unrealUsd, unrealR, rPriced, winners, losers };
return { count: rows.length, riskUsd, unrealUsd, unrealR, rPriced, winners, losers, alphaUsd, alphaPriced };
}, [openTrades.data]);
return (
@@ -141,11 +143,11 @@ export default function DashboardPage() {
{/* Metric strip */}
{(trades.isLoading || openTrades.isLoading) ? (
<div className="grid gap-4 sm:grid-cols-2 lg:grid-cols-4">
<SkeletonCard /><SkeletonCard /><SkeletonCard /><SkeletonCard />
<div className="grid gap-4 sm:grid-cols-2 lg:grid-cols-5">
<SkeletonCard /><SkeletonCard /><SkeletonCard /><SkeletonCard /><SkeletonCard />
</div>
) : (
<div className="grid gap-4 sm:grid-cols-2 lg:grid-cols-4">
<div className="grid gap-4 sm:grid-cols-2 lg:grid-cols-5">
<Metric
label="Live Setups"
value={String(trades.data?.length ?? 0)}
@@ -172,6 +174,16 @@ export default function DashboardPage() {
: 'mark-to-market'
}
/>
<Metric
label="Alpha vs S&P 500"
value={exposure.alphaPriced > 0 ? money(exposure.alphaUsd) : '—'}
valueClass={
exposure.alphaPriced > 0
? exposure.alphaUsd >= 0 ? 'text-emerald-400' : 'text-red-400'
: 'text-gray-100'
}
sub={exposure.alphaPriced > 0 ? `${exposure.alphaPriced} open · vs buy-and-hold SPY` : 'vs buy-and-hold SPY'}
/>
</div>
)}