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Add trading journal and portfolio tracking

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kai
2026-09-09 19:01:30 +02:00
parent 1db3b008ec
commit c683bc74c0
24 changed files with 1043 additions and 8 deletions
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app/templates/trading_form.html
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{% extends 'base.html' %}{% block title %}Transaktion {{ 'bearbeiten' if transaction_id else 'eintragen' }}{% endblock %}
{% block content %}{% include '_trading_nav.html' %}<section class="form-panel panel"><h1>Transaktion {{ 'bearbeiten' if transaction_id else 'eintragen' }}</h1>{% if error %}<p class="notice negative" role="alert">{{ error }}</p>{% endif %}
<form class="entry-form" method="post">
<label>Datum<input type="date" name="date" required value="{{ data.get('date','') }}"></label>
<label>Position<select name="asset_id" required><option value="">Bitte auswählen</option>{% for asset in assets %}<option value="{{ asset.id }}" {{ 'selected' if asset.id|string == data.get('asset_id')|string else '' }}>{{ asset.name }}{{ ' (inaktiv – nur Verkauf/Bestandskorrektur)' if not asset.active else '' }}</option>{% endfor %}</select></label><a href="/trading/assets/new">+ Neue Position</a>
<label>Typ<select name="transaction_type">{% for key,label in trade_types.items() %}<option value="{{ key }}" {{ 'selected' if data.get('transaction_type') == key else '' }}>{{ label }}</option>{% endfor %}</select></label>
<label>Stückzahl<input name="quantity" required inputmode="decimal" maxlength="25" value="{{ data.get('quantity','') }}" placeholder="0,092262"></label>
<label>Kurs je Stück<input name="price_per_unit" required inputmode="decimal" maxlength="25" value="{{ data.get('price_per_unit','') }}" placeholder="Bekannten Kauf-/Verkaufskurs eingeben"></label>
<label>Währung<input name="currency" required minlength="3" maxlength="3" value="{{ data.get('currency','EUR') }}" placeholder="EUR"><small>Einheitliche Währung je Position. Keine automatische Umrechnung.</small></label>
<label>Gebühren<input name="fees" required inputmode="decimal" maxlength="15" value="{{ data.get('fees','0') }}"></label>
<label>Source<select name="source">{% for key,label in sources.items() %}<option value="{{ key }}" {{ 'selected' if data.get('source') == key else '' }}>{{ label }}</option>{% endfor %}</select></label>
<label>Strategie-Tag<select name="strategy_tag"><option value="">Ohne Tag</option>{% for key,label in strategies.items() %}<option value="{{ key }}" {{ 'selected' if data.get('strategy_tag') == key else '' }}>{{ label }}</option>{% endfor %}</select></label>
<label>Notiz<textarea name="note" maxlength="2000" rows="3">{{ data.get('note') or '' }}</textarea></label>
<p class="muted">Stückzahl und Kurs: bis zu 12 Nachkommastellen; Gebühren: maximal 2. Komma und Punkt werden akzeptiert. Käufe/Verkäufe am gleichen Tag werden nach Erfassungsreihenfolge verrechnet.</p>
<div class="actions"><button>Transaktion speichern</button><a href="/trading">Abbrechen</a></div></form></section>{% endblock %}