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Implement User Portfolio Dashboard Module #32

Description

@akargi

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

  • Portfolio dashboard service created with aggregation logic
  • GET /api/portfolio/dashboard endpoint returns user's complete portfolio state
  • Portfolio performance calculated with at least 4 time frames (1D, 1M, 1Y, All-time)
  • Asset allocation breakdown endpoint returns data in JSON format suitable for pie charts
  • Portfolio balance updates within 2 seconds of transaction settlement
  • Unit tests cover portfolio calculation logic with >85% coverage
  • E2E tests validate dashboard data accuracy against blockchain state
  • Swagger documentation includes portfolio endpoint schemas
  • Performance metrics: dashboard load time <1 second for typical portfolio (50+ assets)

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    GrantFox OSSIssue tracked in GrantFox OSSMaybe RewardedIssue may be eligible for a GrantFox rewardOfficial Campaign | FWC26Campaign: Official Campaign | FWC26enhancementNew feature or request

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