Add trading journal and portfolio tracking

app/database.py

@@ -83,8 +83,9 @@ def initialize(path=None):
                                ('Bayer','stock'), ('STOXX Global Select Dividend 100','etf'), ('airBaltic','bond')]:
                 ensure_asset(db, name, kind)
         _update_interest_positions(db)
-        if db.execute('PRAGMA user_version').fetchone()[0] < 2:
-            db.execute('PRAGMA user_version = 2')
+        _create_trading_schema(db)
+        if db.execute('PRAGMA user_version').fetchone()[0] < 3:
+            db.execute('PRAGMA user_version = 3')
 
 
 def _update_interest_positions(db):
@@ -98,3 +99,25 @@ def _update_interest_positions(db):
     db.execute('UPDATE assets SET active=0 WHERE normalized_name IN (?,?)',
                (name_key('Zinsen'), name_key('Steuerrückzahlung')))
     db.execute('INSERT INTO data_migrations (name) VALUES (?)', (migration,))
+
+
+def _create_trading_schema(db):
+    # Transactional DDL: retain every existing table and income entry.
+    db.execute("""CREATE TABLE IF NOT EXISTS transactions (
+        id INTEGER PRIMARY KEY AUTOINCREMENT,
+        date TEXT NOT NULL,
+        asset_id INTEGER NOT NULL REFERENCES assets(id) ON DELETE RESTRICT,
+        transaction_type TEXT NOT NULL CHECK(transaction_type IN ('buy','sell')),
+        quantity TEXT NOT NULL CHECK(typeof(quantity)='text'),
+        price_per_unit TEXT NOT NULL CHECK(typeof(price_per_unit)='text'),
+        currency TEXT NOT NULL CHECK(length(currency)=3),
+        fees TEXT NOT NULL DEFAULT '0.00' CHECK(typeof(fees)='text'),
+        source TEXT NOT NULL DEFAULT 'manual' CHECK(source IN ('manual','savings_plan','roundup','cashback','rebalancing','other')),
+        strategy_tag TEXT CHECK(strategy_tag IN ('core','income','conviction','dip_buy','speculation','rebalancing','other')),
+        note TEXT,
+        created_at TEXT NOT NULL DEFAULT (strftime('%Y-%m-%dT%H:%M:%fZ','now')),
+        updated_at TEXT NOT NULL DEFAULT (strftime('%Y-%m-%dT%H:%M:%fZ','now'))
+    )""")
+    db.execute('CREATE INDEX IF NOT EXISTS transactions_asset_date ON transactions(asset_id,date,id)')
+    db.execute('CREATE INDEX IF NOT EXISTS transactions_date ON transactions(date DESC,id DESC)')
+    db.execute('INSERT OR IGNORE INTO data_migrations(name) VALUES (?)', ('2026-09-09-trading-schema',))