Overview
Create a comprehensive portfolio dashboard module that provides users with real-time visibility into their trading positions, asset holdings, portfolio performance, and account summary.
Description
The portfolio dashboard module should aggregate user data across all assets and transactions to provide a unified view of their financial position on the InterChangableTrade platform.
Requirements
- Display current asset holdings with quantities and values in multiple currencies
- Calculate and display portfolio performance metrics (daily/monthly/yearly returns)
- Show asset allocation breakdown with visual distribution data
- Provide portfolio composition by asset type and risk level
- Real-time balance synchronization with blockchain state
- Historical portfolio snapshots for comparison
- Currency conversion support for multi-currency valuations
- Performance attribution analysis per asset
Acceptance Criteria
Overview
Create a comprehensive portfolio dashboard module that provides users with real-time visibility into their trading positions, asset holdings, portfolio performance, and account summary.
Description
The portfolio dashboard module should aggregate user data across all assets and transactions to provide a unified view of their financial position on the InterChangableTrade platform.
Requirements
Acceptance Criteria
/api/portfolio/dashboardendpoint returns user's complete portfolio state