Portfolio Context Agent Skill

Portfolio Buddy 2 - Project Context

Tech Stack

• Frontend: React 19, TypeScript, Vite
• UI: Tailwind CSS, shadcn/ui (color system only)
• Charts: Chart.js, react-chartjs-2, chartjs plugins (zoom, annotation, date adapter)
• State: Plain React (useState, useMemo, useCallback)
• Data Utils: date-fns for date manipulation
• Backend: Supabase (PostgreSQL)
• Deployment: Cloudflare Pages

Project Purpose

Portfolio analysis tool for investors and futures traders to:

• Compare trading strategies vs benchmark assets (SPY, GLD)
• Calculate correlation matrices between assets (Spearman & Pearson)
• Analyze risk metrics and performance (Sharpe, Sortino, Max DD, etc.)
• Upload trade data via CSV and visualize results
• Apply contract multipliers to adjust metrics for futures trading
• Filter data by date range for period-specific analysis

Known Issues & Tech Debt

Current Tech Debt

• Unused Dependency: Recharts (11.5KB) installed but never imported
• Should be removed from package.json
• Currently using Chart.js instead

• Oversized Components: Violate 200-line standard
• PortfolioSection.tsx (591 lines) → needs refactoring into subcomponents
• App.tsx (351 lines) → extract sections into components
• MetricsTable.tsx (242 lines) → improved but still over limit

• TypeScript Violations: 15 instances of any type
• usePortfolio.ts: 11 occurrences in trade/metrics types
• useMetrics.ts: 4 occurrences in sort comparisons
• dataUtils.ts: 1 occurrence in Metrics interface

Known Bugs

• Supabase Upload Errors: Intermittent 500 errors on large uploads
• Enhanced error handling added in commit 9fb7fdb
• Check error handling in upload hooks
• Verify row limits aren't exceeded on free tier

Recent Features Added

• Sortino Ratio Calculation (commits 258ba3a, 9f25040)
• Location: Implemented inline in PortfolioSection.tsx (lines 133-158)
• Risk-free rate input state for user-specified risk-free rate
• Annualized downside deviation using sqrt(365) factor
• Corrected variance calculation (divides by total returns, not just negative)
• Displayed in portfolio stats section (line 535)
• Note: NOT in dataUtils.ts - kept in component due to portfolio-level context
• Date Range Filtering (commit 258ba3a)
• Filter portfolio data by start/end date
• Implemented in usePortfolio hook
• Advanced Multi-Column Sorting (useSorting hook)
• Sort by multiple columns with priority
• Custom comparison logic per column

Architectural Constraints

• Component Limit: Max 200 lines per component (currently violated by 3 components)
• Hook Pattern: Custom hooks in /src/hooks/
• Utils Pattern: Pure functions in /src/utils/
• Type Safety: Strict TypeScript, no any types (15 violations exist as tech debt)
• State Management: Plain React hooks only - no Zustand or TanStack Query

Key Components Structure

src/
├── components/
│   ├── AnalyticsControls.tsx     (toggle Metrics/Portfolio/Correlation views)
│   ├── ContractInput.tsx         (contract multiplier inputs)
│   ├── CorrelationHeatmap.tsx    (correlation visualization)
│   ├── CorrelationSection.tsx    (correlation analysis wrapper)
│   ├── CustomTooltip.tsx         (chart tooltips)
│   ├── ErrorList.tsx             (error display)
│   ├── Header.tsx                (app header)
│   ├── MasterContractControl.tsx (apply contract value to all)
│   ├── MetricsTable.tsx          (metrics display & selection)
│   ├── PortfolioSection.tsx      (portfolio charts & analysis - 591 lines!)
│   ├── SessionComplete.tsx       (completion UI)
│   ├── SortableHeader.tsx        (table header with sort indicators)
│   ├── UploadedFilesList.tsx     (list of uploaded files)
│   └── UploadSection.tsx         (file upload to Supabase)
├── hooks/
│   ├── useContractMultipliers.ts (manage contract multipliers)
│   ├── useMetrics.ts             (calculate trading metrics)
│   ├── usePortfolio.ts           (portfolio data & date filtering)
│   └── useSorting.ts             (advanced multi-column sorting)
└── utils/
    └── dataUtils.ts              (metric calculations, CSV parsing, correlations)

Key Conventions

• Path alias: @/ maps to src/ — use it for all internal imports
• shadcn-ui: Color tokens only — CSS variables in src/index.css, no actual shadcn components installed. Could add them later via npx shadcn@latest add button, etc.
• Git workflow: Feature branches → git checkout -b feature/name → conventional commit (feat:, fix:, chore:) → PR to main
• Community branding: 5minfutures.com trading community; Skool logo in assets; GoHighLevel form embedded

Migration Context

Migrating 40 features from old app (90% complete). See migration-tracker skill for details.