Position Tracker

-- 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, commission float DEFAULT 0, exit_commission float DEFAULT 0 ); -- 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, gross_received float NOT NULL, withholding_rate float DEFAULT 0, net_received float, reinvested boolean DEFAULT false, notes text ); -- Migration: add commission columns to positions (safe to re-run) ALTER TABLE positions ADD COLUMN IF NOT EXISTS commission float DEFAULT 0; ALTER TABLE positions ADD COLUMN IF NOT EXISTS exit_commission float DEFAULT 0; -- Migration: update dividend_events for withholding (safe to re-run) ALTER TABLE dividend_events RENAME COLUMN total_received TO gross_received; ALTER TABLE dividend_events ADD COLUMN IF NOT EXISTS withholding_rate float DEFAULT 0; ALTER TABLE dividend_events ADD COLUMN IF NOT EXISTS net_received float;