Phase 1: initial codes
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from __future__ import annotations
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import math
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from PyQt6.QtWidgets import (
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QWidget, QVBoxLayout, QHBoxLayout, QLabel, QPushButton, QTableWidget,
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QTableWidgetItem, QTabWidget, QSplitter, QFrame, QMessageBox,
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QDialog, QFormLayout, QLineEdit, QDialogButtonBox, QDoubleSpinBox, QSizePolicy
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)
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from PyQt6.QtCore import Qt, QThread, pyqtSignal, QRectF
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from PyQt6.QtGui import QColor, QPainter, QBrush, QPen, QFont
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from utils.formatters import fmt_currency, fmt_percent, fmt_large_number, pnl_color
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class SyncWorker(QThread):
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positions_ready = pyqtSignal(list, object)
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error = pyqtSignal(str)
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def __init__(self, broker):
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super().__init__()
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self._broker = broker
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def run(self):
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try:
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positions = self._broker.get_positions()
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balance = self._broker.get_balance()
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self.positions_ready.emit(positions, balance)
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except Exception as e:
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self.error.emit(str(e))
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class PieChartWidget(QWidget):
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def __init__(self, data: dict[str, float] | None = None, parent=None):
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super().__init__(parent)
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self._data = data or {}
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self.setMinimumSize(220, 220)
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self.setSizePolicy(QSizePolicy.Policy.Expanding, QSizePolicy.Policy.Expanding)
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def set_data(self, data: dict[str, float]):
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self._data = data
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self.update()
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def paintEvent(self, event):
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if not self._data:
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return
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painter = QPainter(self)
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painter.setRenderHint(QPainter.RenderHint.Antialiasing)
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w, h = self.width(), self.height()
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margin = 40
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side = min(w - margin * 2, h - margin * 2)
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x = (w - side) // 2
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y = (h - side) // 2
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rect = QRectF(x, y, side, side)
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palette = ["#89b4fa", "#a6e3a1", "#f38ba8", "#fab387", "#cba6f7",
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"#f9e2af", "#89dceb", "#94e2d5", "#b4befe", "#eba0ac"]
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total = sum(self._data.values())
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if total == 0:
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return
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angle = 0.0
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items = sorted(self._data.items(), key=lambda x: -x[1])
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for i, (label, value) in enumerate(items):
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span = value / total * 360 * 16
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color = QColor(palette[i % len(palette)])
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painter.setBrush(QBrush(color))
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painter.setPen(QPen(QColor("#1e1e2e"), 2))
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painter.drawPie(rect, int(angle), int(span))
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angle += span
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# Legend
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legend_x = 8
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legend_y = 8
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painter.setFont(QFont("Segoe UI", 8))
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for i, (label, value) in enumerate(items[:8]):
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color = QColor(palette[i % len(palette)])
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painter.setBrush(QBrush(color))
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painter.setPen(Qt.PenStyle.NoPen)
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painter.drawRect(legend_x, legend_y + i * 16, 10, 10)
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painter.setPen(QPen(QColor("#cdd6f4")))
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painter.drawText(legend_x + 14, legend_y + i * 16 + 9,
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f"{label[:14]} {value:.1f}%")
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class AddPositionDialog(QDialog):
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def __init__(self, parent=None):
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super().__init__(parent)
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self.setWindowTitle("Add Position")
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self.setMinimumWidth(300)
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layout = QFormLayout(self)
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self.symbol_input = QLineEdit()
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self.symbol_input.setPlaceholderText("e.g. AAPL")
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self.shares_input = QDoubleSpinBox()
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self.shares_input.setRange(0.0001, 1_000_000)
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self.shares_input.setDecimals(4)
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self.cost_input = QDoubleSpinBox()
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self.cost_input.setRange(0.0, 1_000_000)
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self.cost_input.setDecimals(2)
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self.cost_input.setPrefix("$")
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layout.addRow("Symbol:", self.symbol_input)
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layout.addRow("Shares:", self.shares_input)
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layout.addRow("Avg Cost/Share:", self.cost_input)
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buttons = QDialogButtonBox(QDialogButtonBox.StandardButton.Ok | QDialogButtonBox.StandardButton.Cancel)
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buttons.accepted.connect(self.accept)
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buttons.rejected.connect(self.reject)
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layout.addRow(buttons)
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class PortfolioWidget(QWidget):
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symbol_selected = pyqtSignal(str)
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def __init__(self, config, parent=None):
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super().__init__(parent)
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self._config = config
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self._positions: list[dict] = []
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self._worker: SyncWorker | None = None
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self._setup_ui()
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self._load_manual_positions()
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def _setup_ui(self):
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root = QVBoxLayout(self)
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root.setContentsMargins(12, 12, 12, 12)
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root.setSpacing(8)
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header_row = QHBoxLayout()
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header = QLabel("Portfolio")
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header.setObjectName("title")
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header_row.addWidget(header)
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header_row.addStretch()
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schwab_btn = QPushButton("Sync Schwab")
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schwab_btn.clicked.connect(self._sync_schwab)
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rh_btn = QPushButton("Sync Robinhood")
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rh_btn.clicked.connect(self._sync_robinhood)
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add_btn = QPushButton("+ Add Manual")
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add_btn.setObjectName("primary_btn")
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add_btn.clicked.connect(self._add_manual)
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for btn in (schwab_btn, rh_btn, add_btn):
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header_row.addWidget(btn)
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root.addLayout(header_row)
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# Balance summary
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self._balance_frame = QFrame()
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self._balance_frame.setObjectName("card")
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bal_layout = QHBoxLayout(self._balance_frame)
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self._equity_label = QLabel("Total Equity\n—")
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self._cash_label = QLabel("Cash\n—")
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self._bp_label = QLabel("Buying Power\n—")
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self._day_pnl_label = QLabel("Day P&L\n—")
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for lbl in (self._equity_label, self._cash_label, self._bp_label, self._day_pnl_label):
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lbl.setAlignment(Qt.AlignmentFlag.AlignCenter)
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lbl.setFont(QFont("Segoe UI", 9))
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bal_layout.addWidget(lbl)
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root.addWidget(self._balance_frame)
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# Holdings table + pie chart
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splitter = QSplitter(Qt.Orientation.Horizontal)
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self._table = QTableWidget()
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self._table.setColumnCount(7)
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self._table.setHorizontalHeaderLabels(["Symbol", "Shares", "Avg Cost", "Price", "Value", "P&L $", "P&L %"])
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self._table.setAlternatingRowColors(True)
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self._table.setSelectionBehavior(QTableWidget.SelectionBehavior.SelectRows)
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self._table.horizontalHeader().setStretchLastSection(True)
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self._table.doubleClicked.connect(self._on_row_double_click)
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splitter.addWidget(self._table)
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self._pie_chart = PieChartWidget()
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splitter.addWidget(self._pie_chart)
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splitter.setSizes([700, 250])
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root.addWidget(splitter)
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self._status_label = QLabel("")
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self._status_label.setObjectName("subtitle")
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root.addWidget(self._status_label)
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def _load_manual_positions(self):
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from db.database import get_session
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from db.models import PortfolioPosition
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from core.market_data import get_batch_quotes
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from core.portfolio import calculate_pnl
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with get_session() as session:
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rows = session.query(PortfolioPosition).all()
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raw = [{"symbol": r.symbol, "shares": r.shares, "avg_cost": r.avg_cost, "broker": r.broker} for r in rows]
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if raw:
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quotes = get_batch_quotes([r["symbol"] for r in raw])
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self._positions = calculate_pnl(raw, quotes)
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else:
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self._positions = []
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self._render_table()
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def _render_table(self):
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self._table.setRowCount(len(self._positions))
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total_value = 0.0
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sector_alloc: dict[str, float] = {}
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for row, pos in enumerate(self._positions):
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symbol = pos.get("symbol", "")
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items = [
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symbol,
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f"{pos.get('shares', 0):.4f}",
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fmt_currency(pos.get("avg_cost", 0)),
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fmt_currency(pos.get("price", 0)),
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fmt_currency(pos.get("market_value", 0)),
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fmt_currency(pos.get("pnl", 0)),
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fmt_percent(pos.get("pnl_pct", 0), plus=True),
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]
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for col, text in enumerate(items):
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cell = QTableWidgetItem(text)
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cell.setTextAlignment(Qt.AlignmentFlag.AlignRight | Qt.AlignmentFlag.AlignVCenter)
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if col == 0:
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cell.setTextAlignment(Qt.AlignmentFlag.AlignLeft | Qt.AlignmentFlag.AlignVCenter)
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if col in (5, 6):
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pnl = pos.get("pnl", 0)
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cell.setForeground(QColor(pnl_color(pnl)))
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self._table.setItem(row, col, cell)
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mv = pos.get("market_value", 0)
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total_value += mv
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sector = pos.get("sector", "Unknown") or "Unknown"
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sector_alloc[sector] = sector_alloc.get(sector, 0) + mv
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if total_value > 0:
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sector_pct = {s: v / total_value * 100 for s, v in sector_alloc.items()}
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self._pie_chart.set_data(sector_pct)
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self._status_label.setText(f"Total Value: {fmt_currency(total_value)} | {len(self._positions)} positions")
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def _update_balance(self, balance):
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self._equity_label.setText(f"Total Equity\n{fmt_currency(balance.total_equity)}")
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self._cash_label.setText(f"Cash\n{fmt_currency(balance.cash)}")
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self._bp_label.setText(f"Buying Power\n{fmt_currency(balance.buying_power)}")
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day_pnl = balance.day_pnl
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color = pnl_color(day_pnl)
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self._day_pnl_label.setText(f"Day P&L\n{fmt_currency(day_pnl)}")
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self._day_pnl_label.setStyleSheet(f"color: {color};")
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def _sync_schwab(self):
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from brokers.schwab import SchwabBroker
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key = self._config.schwab_app_key
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secret = self._config.schwab_app_secret
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if not key or not secret:
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QMessageBox.warning(self, "Schwab", "Schwab API keys not configured. Go to Settings.")
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return
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try:
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broker = SchwabBroker(key, secret)
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broker.connect()
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self._status_label.setText("Syncing Schwab…")
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self._worker = SyncWorker(broker)
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self._worker.positions_ready.connect(self._on_broker_sync)
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self._worker.error.connect(lambda e: QMessageBox.critical(self, "Schwab Error", e))
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self._worker.start()
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except Exception as e:
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QMessageBox.critical(self, "Schwab Error", str(e))
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def _sync_robinhood(self):
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from brokers.robinhood import RobinhoodBroker
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user = self._config.robinhood_username
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pwd = self._config.robinhood_password
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if not user or not pwd:
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QMessageBox.warning(self, "Robinhood", "Robinhood credentials not configured. Go to Settings.")
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return
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try:
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broker = RobinhoodBroker(user, pwd)
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broker.connect()
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self._status_label.setText("Syncing Robinhood…")
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self._worker = SyncWorker(broker)
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self._worker.positions_ready.connect(self._on_broker_sync)
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self._worker.error.connect(lambda e: QMessageBox.critical(self, "Robinhood Error", e))
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self._worker.start()
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except Exception as e:
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QMessageBox.critical(self, "Robinhood Error", str(e))
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def _on_broker_sync(self, positions, balance):
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from core.market_data import get_batch_quotes
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from core.portfolio import calculate_pnl
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raw = [{"symbol": p.symbol, "shares": p.shares, "avg_cost": p.avg_cost, "broker": "broker"} for p in positions]
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quotes = get_batch_quotes([p.symbol for p in positions])
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self._positions = calculate_pnl(raw, quotes)
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self._render_table()
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self._update_balance(balance)
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def _add_manual(self):
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dlg = AddPositionDialog(self)
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if dlg.exec() == QDialog.DialogCode.Accepted:
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symbol = dlg.symbol_input.text().strip().upper()
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shares = dlg.shares_input.value()
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avg_cost = dlg.cost_input.value()
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if symbol and shares > 0:
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from db.database import get_session
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from db.models import PortfolioPosition
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with get_session() as session:
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existing = session.query(PortfolioPosition).filter_by(symbol=symbol, broker="manual").first()
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if existing:
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existing.shares = shares
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existing.avg_cost = avg_cost
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else:
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session.add(PortfolioPosition(symbol=symbol, shares=shares, avg_cost=avg_cost))
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session.commit()
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self._load_manual_positions()
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def _on_row_double_click(self, index):
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row = index.row()
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if row < len(self._positions):
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symbol = self._positions[row].get("symbol", "")
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if symbol:
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self.symbol_selected.emit(symbol)
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