Performance metrics, quadrant exposure chart, concentration warnings, and dividend income tracker will be built in Task 6.
Settings
Connection Status
Supabase — not tested
Supabase
Polygon.io
Portfolio
Database Setup — SQL Schema
Run the following SQL in your Supabase project's SQL Editor to create the required tables.
-- Positions table
CREATE TABLE IF NOT EXISTS positions (
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
created_at timestamptz NOT NULL DEFAULT now(),
ticker text NOT NULL,
entry_date date NOT NULL,
entry_price float NOT NULL,
shares float NOT NULL,
quadrant text,
tranche int,
notes text,
active boolean DEFAULT true
);
-- Capital events table
CREATE TABLE IF NOT EXISTS capital_events (
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
date date NOT NULL,
amount float NOT NULL,
type text NOT NULL,
notes text
);
-- Dividend events table
CREATE TABLE IF NOT EXISTS dividend_events (
id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
date date NOT NULL,
ticker text NOT NULL,
amount_per_share float NOT NULL,
shares_held float NOT NULL,
total_received float NOT NULL,
reinvested boolean DEFAULT false,
notes text
);