[DDL] feat: Sprint 6 - Add broker_integration and portfolio_management schemas

broker_integration (5 tables):
- broker_accounts: Cuentas MT4/MT5/API conectadas
- broker_prices: Precios en tiempo real
- spread_statistics: Estadisticas historicas de spread
- price_adjustment_model: Modelos de ajuste de precio
- trade_execution: Ejecucion de ordenes

portfolio_management (6 tables):
- portfolios: Portafolios de inversion
- portfolio_accounts: Cuentas vinculadas a portafolios
- investment_goals: Metas de inversion
- rebalance_suggestions: Sugerencias de rebalanceo
- portfolio_snapshots: Snapshots historicos
- monte_carlo_projections: Proyecciones Monte Carlo

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

ddl/schemas/broker_integration/tables/001_broker_accounts.sql

@@ -0,0 +1,255 @@
+-- ============================================================================
+-- SCHEMA: broker_integration
+-- TABLE: broker_accounts
+-- DESCRIPTION: Cuentas de broker conectadas (MT4, MT5, etc.)
+-- VERSION: 1.0.0
+-- CREATED: 2026-01-16
+-- SPRINT: Sprint 6 - DDL Implementation Roadmap Q1-2026
+-- ============================================================================
+
+-- Crear schema
+CREATE SCHEMA IF NOT EXISTS broker_integration;
+
+COMMENT ON SCHEMA broker_integration IS
+'Integracion con brokers de trading (MT4, MT5, API de brokers)';
+
+-- Enum para tipo de broker
+DO $$ BEGIN
+    CREATE TYPE broker_integration.broker_type AS ENUM (
+        'mt4',
+        'mt5',
+        'ctrader',
+        'fix_api',
+        'rest_api',
+        'binance',
+        'interactive_brokers',
+        'oanda',
+        'alpaca',
+        'custom'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Enum para tipo de cuenta
+DO $$ BEGIN
+    CREATE TYPE broker_integration.account_type AS ENUM (
+        'demo',
+        'live',
+        'contest'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Enum para estado de conexion
+DO $$ BEGIN
+    CREATE TYPE broker_integration.connection_status AS ENUM (
+        'connected',
+        'disconnected',
+        'connecting',
+        'error',
+        'maintenance',
+        'suspended',
+        'expired'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Tabla de Cuentas de Broker
+CREATE TABLE IF NOT EXISTS broker_integration.broker_accounts (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
+    user_id UUID NOT NULL REFERENCES users.users(id) ON DELETE CASCADE,
+
+    -- Broker info
+    broker_type broker_integration.broker_type NOT NULL,
+    broker_name VARCHAR(100) NOT NULL,                  -- "XM", "IC Markets"
+    broker_server VARCHAR(255),                         -- Server name/address
+
+    -- Cuenta
+    account_type broker_integration.account_type NOT NULL DEFAULT 'demo',
+    account_number VARCHAR(50) NOT NULL,
+    account_name VARCHAR(100),
+
+    -- Conexion
+    connection_status broker_integration.connection_status NOT NULL DEFAULT 'disconnected',
+    connection_provider VARCHAR(50),                    -- "metaapi", "direct"
+    provider_account_id VARCHAR(100),                   -- ID en el proveedor
+
+    -- Credenciales (encriptadas)
+    login_encrypted TEXT,
+    password_encrypted TEXT,
+    investor_password_encrypted TEXT,
+    api_token_encrypted TEXT,
+    additional_credentials JSONB DEFAULT '{}'::JSONB,
+
+    -- Configuracion
+    leverage INTEGER,
+    currency VARCHAR(10) NOT NULL DEFAULT 'USD',
+    timezone VARCHAR(50) DEFAULT 'UTC',
+
+    -- Balance y equity
+    balance DECIMAL(15, 2),
+    equity DECIMAL(15, 2),
+    margin DECIMAL(15, 2),
+    free_margin DECIMAL(15, 2),
+    margin_level DECIMAL(10, 2),
+
+    -- Configuracion de trading
+    enable_trading BOOLEAN NOT NULL DEFAULT FALSE,
+    max_positions INTEGER,
+    max_lot_size DECIMAL(10, 2),
+    min_lot_size DECIMAL(10, 4) DEFAULT 0.01,
+    lot_step DECIMAL(10, 4) DEFAULT 0.01,
+
+    -- Permisos
+    allow_copy_trading BOOLEAN NOT NULL DEFAULT FALSE,
+    allow_signals BOOLEAN NOT NULL DEFAULT TRUE,
+    allow_auto_trading BOOLEAN NOT NULL DEFAULT FALSE,
+
+    -- Restricciones
+    allowed_symbols VARCHAR(20)[],                      -- NULL = todos
+    blocked_symbols VARCHAR(20)[],
+    allowed_directions VARCHAR(10)[],                   -- ['long', 'short']
+    trading_hours JSONB,
+
+    -- Estado
+    is_active BOOLEAN NOT NULL DEFAULT TRUE,
+    is_default BOOLEAN NOT NULL DEFAULT FALSE,
+    is_verified BOOLEAN NOT NULL DEFAULT FALSE,
+
+    -- Ultima sincronizacion
+    last_sync_at TIMESTAMPTZ,
+    last_sync_error TEXT,
+    sync_interval_seconds INTEGER DEFAULT 60,
+
+    -- Estadisticas
+    total_trades INTEGER NOT NULL DEFAULT 0,
+    open_positions INTEGER NOT NULL DEFAULT 0,
+    total_profit DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    today_profit DECIMAL(15, 2) NOT NULL DEFAULT 0,
+
+    -- Metadata
+    metadata JSONB DEFAULT '{}'::JSONB,
+    notes TEXT,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    connected_at TIMESTAMPTZ,
+    disconnected_at TIMESTAMPTZ,
+    verified_at TIMESTAMPTZ,
+
+    -- Constraints
+    CONSTRAINT broker_accounts_unique UNIQUE (tenant_id, broker_type, account_number)
+);
+
+COMMENT ON TABLE broker_integration.broker_accounts IS
+'Cuentas de broker conectadas para trading real o demo';
+
+COMMENT ON COLUMN broker_integration.broker_accounts.enable_trading IS
+'Si TRUE, permite ejecutar ordenes reales en esta cuenta';
+
+-- Indices
+CREATE INDEX IF NOT EXISTS idx_broker_accounts_tenant
+    ON broker_integration.broker_accounts(tenant_id);
+
+CREATE INDEX IF NOT EXISTS idx_broker_accounts_user
+    ON broker_integration.broker_accounts(user_id);
+
+CREATE INDEX IF NOT EXISTS idx_broker_accounts_type
+    ON broker_integration.broker_accounts(broker_type);
+
+CREATE INDEX IF NOT EXISTS idx_broker_accounts_status
+    ON broker_integration.broker_accounts(connection_status);
+
+CREATE INDEX IF NOT EXISTS idx_broker_accounts_active
+    ON broker_integration.broker_accounts(user_id, is_active, connection_status)
+    WHERE is_active = TRUE;
+
+CREATE INDEX IF NOT EXISTS idx_broker_accounts_default
+    ON broker_integration.broker_accounts(user_id, is_default)
+    WHERE is_default = TRUE;
+
+CREATE INDEX IF NOT EXISTS idx_broker_accounts_sync
+    ON broker_integration.broker_accounts(last_sync_at)
+    WHERE is_active = TRUE AND connection_status = 'connected';
+
+-- Funcion de timestamp
+CREATE OR REPLACE FUNCTION broker_integration.update_broker_timestamp()
+RETURNS TRIGGER AS $$
+BEGIN
+    NEW.updated_at := NOW();
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Trigger para updated_at
+DROP TRIGGER IF EXISTS broker_account_updated_at ON broker_integration.broker_accounts;
+CREATE TRIGGER broker_account_updated_at
+    BEFORE UPDATE ON broker_integration.broker_accounts
+    FOR EACH ROW
+    EXECUTE FUNCTION broker_integration.update_broker_timestamp();
+
+-- Trigger para asegurar solo una cuenta default
+CREATE OR REPLACE FUNCTION broker_integration.ensure_single_default_broker()
+RETURNS TRIGGER AS $$
+BEGIN
+    IF NEW.is_default = TRUE THEN
+        UPDATE broker_integration.broker_accounts
+        SET is_default = FALSE
+        WHERE user_id = NEW.user_id
+          AND id != NEW.id
+          AND is_default = TRUE;
+    END IF;
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS broker_account_single_default ON broker_integration.broker_accounts;
+CREATE TRIGGER broker_account_single_default
+    BEFORE INSERT OR UPDATE OF is_default ON broker_integration.broker_accounts
+    FOR EACH ROW
+    WHEN (NEW.is_default = TRUE)
+    EXECUTE FUNCTION broker_integration.ensure_single_default_broker();
+
+-- Vista de cuentas activas
+CREATE OR REPLACE VIEW broker_integration.v_active_accounts AS
+SELECT
+    id,
+    user_id,
+    broker_type,
+    broker_name,
+    account_type,
+    account_number,
+    connection_status,
+    balance,
+    equity,
+    leverage,
+    currency,
+    open_positions,
+    is_default,
+    last_sync_at
+FROM broker_integration.broker_accounts
+WHERE is_active = TRUE
+ORDER BY is_default DESC, broker_name;
+
+-- RLS Policies
+ALTER TABLE broker_integration.broker_accounts ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY broker_accounts_tenant ON broker_integration.broker_accounts
+    FOR ALL
+    USING (tenant_id = current_setting('app.current_tenant_id', true)::UUID);
+
+CREATE POLICY broker_accounts_user ON broker_integration.broker_accounts
+    FOR ALL
+    USING (user_id = current_setting('app.current_user_id', true)::UUID);
+
+-- Grants
+GRANT USAGE ON SCHEMA broker_integration TO trading_app;
+GRANT SELECT, INSERT, UPDATE, DELETE ON broker_integration.broker_accounts TO trading_app;
+GRANT SELECT ON broker_integration.broker_accounts TO trading_readonly;
+GRANT SELECT ON broker_integration.v_active_accounts TO trading_app;

ddl/schemas/broker_integration/tables/002_broker_prices.sql

@@ -0,0 +1,96 @@
+-- ============================================================================
+-- SCHEMA: broker_integration
+-- TABLE: broker_prices
+-- DESCRIPTION: Precios en tiempo real de brokers
+-- VERSION: 1.0.0
+-- CREATED: 2026-01-16
+-- SPRINT: Sprint 6 - DDL Implementation Roadmap Q1-2026
+-- ============================================================================
+
+-- Tabla de Precios de Broker
+CREATE TABLE IF NOT EXISTS broker_integration.broker_prices (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL,
+    broker_account_id UUID NOT NULL REFERENCES broker_integration.broker_accounts(id) ON DELETE CASCADE,
+
+    -- Simbolo
+    symbol VARCHAR(20) NOT NULL,
+
+    -- Precios
+    bid DECIMAL(15, 8) NOT NULL,
+    ask DECIMAL(15, 8) NOT NULL,
+    spread DECIMAL(10, 4),                              -- En pips
+    spread_points INTEGER,                              -- En puntos
+
+    -- Volumen
+    bid_volume DECIMAL(15, 4),
+    ask_volume DECIMAL(15, 4),
+
+    -- Cambio
+    change_24h DECIMAL(15, 8),
+    change_percent_24h DECIMAL(10, 4),
+    high_24h DECIMAL(15, 8),
+    low_24h DECIMAL(15, 8),
+
+    -- Sesion
+    session_open DECIMAL(15, 8),
+    session_high DECIMAL(15, 8),
+    session_low DECIMAL(15, 8),
+    previous_close DECIMAL(15, 8),
+
+    -- Trading
+    is_trading_enabled BOOLEAN NOT NULL DEFAULT TRUE,
+    trading_session VARCHAR(20),                        -- 'pre_market', 'regular', 'after_hours'
+
+    -- Timestamp del broker
+    broker_timestamp TIMESTAMPTZ,
+
+    -- Timestamps
+    received_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+
+    -- Constraints
+    CONSTRAINT broker_prices_unique UNIQUE (broker_account_id, symbol)
+);
+
+COMMENT ON TABLE broker_integration.broker_prices IS
+'Precios en tiempo real recibidos de brokers conectados';
+
+-- Indices
+CREATE INDEX IF NOT EXISTS idx_broker_prices_account
+    ON broker_integration.broker_prices(broker_account_id);
+
+CREATE INDEX IF NOT EXISTS idx_broker_prices_symbol
+    ON broker_integration.broker_prices(symbol);
+
+CREATE INDEX IF NOT EXISTS idx_broker_prices_received
+    ON broker_integration.broker_prices(received_at DESC);
+
+-- Vista de spreads actuales
+CREATE OR REPLACE VIEW broker_integration.v_current_spreads AS
+SELECT
+    bp.symbol,
+    ba.broker_name,
+    bp.bid,
+    bp.ask,
+    bp.spread,
+    bp.spread_points,
+    bp.is_trading_enabled,
+    bp.received_at
+FROM broker_integration.broker_prices bp
+JOIN broker_integration.broker_accounts ba ON bp.broker_account_id = ba.id
+WHERE ba.is_active = TRUE
+ORDER BY bp.symbol, bp.spread;
+
+-- RLS
+ALTER TABLE broker_integration.broker_prices ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY broker_prices_tenant ON broker_integration.broker_prices
+    FOR ALL
+    USING (tenant_id = current_setting('app.current_tenant_id', true)::UUID);
+
+-- Grants
+GRANT SELECT, INSERT, UPDATE, DELETE ON broker_integration.broker_prices TO trading_app;
+GRANT SELECT ON broker_integration.broker_prices TO trading_readonly;
+GRANT SELECT ON broker_integration.v_current_spreads TO trading_app;

ddl/schemas/broker_integration/tables/003_spread_statistics.sql

@@ -0,0 +1,259 @@
+-- ============================================================================
+-- SCHEMA: broker_integration
+-- TABLE: spread_statistics, price_adjustment_model
+-- DESCRIPTION: Estadisticas de spread y modelos de ajuste de precio
+-- VERSION: 1.0.0
+-- CREATED: 2026-01-16
+-- SPRINT: Sprint 6 - DDL Implementation Roadmap Q1-2026
+-- ============================================================================
+
+-- Tabla de Estadisticas de Spread
+CREATE TABLE IF NOT EXISTS broker_integration.spread_statistics (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL,
+    broker_account_id UUID REFERENCES broker_integration.broker_accounts(id) ON DELETE CASCADE,
+
+    -- Simbolo y periodo
+    symbol VARCHAR(20) NOT NULL,
+    period_start TIMESTAMPTZ NOT NULL,
+    period_end TIMESTAMPTZ NOT NULL,
+    period_type VARCHAR(20) NOT NULL,                   -- 'hourly', 'daily', 'session'
+
+    -- Estadisticas de spread
+    spread_min DECIMAL(10, 4),
+    spread_max DECIMAL(10, 4),
+    spread_avg DECIMAL(10, 4),
+    spread_median DECIMAL(10, 4),
+    spread_stddev DECIMAL(10, 4),
+    spread_percentile_95 DECIMAL(10, 4),
+
+    -- Spread por sesion
+    spread_asia_avg DECIMAL(10, 4),
+    spread_london_avg DECIMAL(10, 4),
+    spread_ny_avg DECIMAL(10, 4),
+
+    -- Frecuencia de widening
+    widening_events INTEGER NOT NULL DEFAULT 0,
+    max_widening_factor DECIMAL(10, 2),
+
+    -- Samples
+    sample_count INTEGER NOT NULL DEFAULT 0,
+    trading_hours_covered INTEGER,                      -- Horas de trading cubiertas
+
+    -- Comparacion historica
+    spread_vs_7d_avg DECIMAL(10, 4),                   -- % vs promedio 7 dias
+    spread_vs_30d_avg DECIMAL(10, 4),                  -- % vs promedio 30 dias
+
+    -- Metadata
+    metadata JSONB DEFAULT '{}'::JSONB,
+
+    -- Timestamps
+    calculated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+
+    -- Constraints
+    CONSTRAINT spread_stats_unique UNIQUE (broker_account_id, symbol, period_start, period_type)
+);
+
+COMMENT ON TABLE broker_integration.spread_statistics IS
+'Estadisticas historicas de spread por simbolo, broker y periodo';
+
+-- Indices
+CREATE INDEX IF NOT EXISTS idx_spread_stats_account
+    ON broker_integration.spread_statistics(broker_account_id);
+
+CREATE INDEX IF NOT EXISTS idx_spread_stats_symbol
+    ON broker_integration.spread_statistics(symbol, period_start DESC);
+
+CREATE INDEX IF NOT EXISTS idx_spread_stats_period
+    ON broker_integration.spread_statistics(period_type, period_start DESC);
+
+-- ============================================================================
+-- TABLE: price_adjustment_model
+-- ============================================================================
+
+-- Tabla de Modelos de Ajuste de Precio
+CREATE TABLE IF NOT EXISTS broker_integration.price_adjustment_model (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL,
+
+    -- Simbolo
+    symbol VARCHAR(20) NOT NULL,
+
+    -- Tipo de modelo
+    model_type VARCHAR(50) NOT NULL DEFAULT 'spread_based',
+
+    -- Parametros del modelo
+    base_spread_pips DECIMAL(10, 4) NOT NULL DEFAULT 1,
+    slippage_avg_pips DECIMAL(10, 4) NOT NULL DEFAULT 0.2,
+    slippage_max_pips DECIMAL(10, 4) NOT NULL DEFAULT 2,
+
+    -- Ajustes por sesion
+    asia_adjustment DECIMAL(5, 4) DEFAULT 1.2,          -- Multiplicador
+    london_adjustment DECIMAL(5, 4) DEFAULT 1.0,
+    ny_adjustment DECIMAL(5, 4) DEFAULT 1.0,
+    overlap_adjustment DECIMAL(5, 4) DEFAULT 0.9,       -- London-NY overlap
+
+    -- Ajustes por volatilidad
+    low_volatility_adjustment DECIMAL(5, 4) DEFAULT 0.8,
+    high_volatility_adjustment DECIMAL(5, 4) DEFAULT 1.5,
+    extreme_volatility_adjustment DECIMAL(5, 4) DEFAULT 2.5,
+
+    -- Ajustes por horario
+    market_open_adjustment DECIMAL(5, 4) DEFAULT 1.5,
+    market_close_adjustment DECIMAL(5, 4) DEFAULT 1.3,
+    news_event_adjustment DECIMAL(5, 4) DEFAULT 2.0,
+
+    -- Limites
+    max_total_adjustment DECIMAL(5, 2) DEFAULT 5.0,     -- Max pips de ajuste total
+    min_acceptable_spread DECIMAL(10, 4),
+    max_acceptable_spread DECIMAL(10, 4),
+
+    -- Estado
+    is_active BOOLEAN NOT NULL DEFAULT TRUE,
+
+    -- Validez
+    valid_from TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    valid_until TIMESTAMPTZ,
+
+    -- Performance
+    accuracy_score DECIMAL(5, 2),                       -- 0-100
+    last_accuracy_check TIMESTAMPTZ,
+    predictions_count INTEGER NOT NULL DEFAULT 0,
+    accurate_predictions INTEGER NOT NULL DEFAULT 0,
+
+    -- Metadata
+    training_data_range JSONB,                          -- {"start": "...", "end": "..."}
+    metadata JSONB DEFAULT '{}'::JSONB,
+    notes TEXT,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+
+    -- Constraints
+    CONSTRAINT price_adj_model_unique UNIQUE (tenant_id, symbol, model_type)
+);
+
+COMMENT ON TABLE broker_integration.price_adjustment_model IS
+'Modelos para ajustar precios de entrada considerando spread y slippage';
+
+-- Indices
+CREATE INDEX IF NOT EXISTS idx_price_adj_symbol
+    ON broker_integration.price_adjustment_model(symbol);
+
+CREATE INDEX IF NOT EXISTS idx_price_adj_active
+    ON broker_integration.price_adjustment_model(symbol, is_active)
+    WHERE is_active = TRUE;
+
+-- Funcion para calcular ajuste de precio
+CREATE OR REPLACE FUNCTION broker_integration.calculate_price_adjustment(
+    p_symbol VARCHAR,
+    p_direction VARCHAR,
+    p_current_price DECIMAL,
+    p_session VARCHAR DEFAULT NULL,
+    p_volatility VARCHAR DEFAULT 'normal'
+)
+RETURNS TABLE (
+    adjusted_entry DECIMAL,
+    adjusted_sl DECIMAL,
+    adjusted_tp DECIMAL,
+    total_adjustment_pips DECIMAL,
+    adjustment_breakdown JSONB
+) AS $$
+DECLARE
+    v_model broker_integration.price_adjustment_model;
+    v_adjustment DECIMAL;
+    v_session_mult DECIMAL;
+    v_volatility_mult DECIMAL;
+BEGIN
+    SELECT * INTO v_model
+    FROM broker_integration.price_adjustment_model
+    WHERE symbol = p_symbol
+      AND is_active = TRUE
+      AND (valid_until IS NULL OR valid_until > NOW())
+    ORDER BY valid_from DESC
+    LIMIT 1;
+
+    IF NOT FOUND THEN
+        -- Retornar sin ajuste
+        RETURN QUERY SELECT
+            p_current_price,
+            p_current_price,
+            p_current_price,
+            0::DECIMAL,
+            '{}'::JSONB;
+        RETURN;
+    END IF;
+
+    -- Determinar multiplicador de sesion
+    v_session_mult := CASE p_session
+        WHEN 'asia' THEN v_model.asia_adjustment
+        WHEN 'london' THEN v_model.london_adjustment
+        WHEN 'ny' THEN v_model.ny_adjustment
+        WHEN 'overlap' THEN v_model.overlap_adjustment
+        ELSE 1.0
+    END;
+
+    -- Determinar multiplicador de volatilidad
+    v_volatility_mult := CASE p_volatility
+        WHEN 'low' THEN v_model.low_volatility_adjustment
+        WHEN 'high' THEN v_model.high_volatility_adjustment
+        WHEN 'extreme' THEN v_model.extreme_volatility_adjustment
+        ELSE 1.0
+    END;
+
+    -- Calcular ajuste total en pips
+    v_adjustment := (v_model.base_spread_pips + v_model.slippage_avg_pips)
+                    * v_session_mult * v_volatility_mult;
+
+    -- Limitar ajuste
+    v_adjustment := LEAST(v_adjustment, v_model.max_total_adjustment);
+
+    -- Convertir a precio
+    v_adjustment := v_adjustment * 0.0001;  -- 1 pip = 0.0001
+
+    RETURN QUERY SELECT
+        CASE p_direction
+            WHEN 'long' THEN p_current_price + v_adjustment
+            ELSE p_current_price - v_adjustment
+        END,
+        p_current_price,  -- SL sin ajustar
+        p_current_price,  -- TP sin ajustar
+        v_adjustment * 10000,  -- En pips
+        jsonb_build_object(
+            'base_spread', v_model.base_spread_pips,
+            'slippage', v_model.slippage_avg_pips,
+            'session_multiplier', v_session_mult,
+            'volatility_multiplier', v_volatility_mult
+        );
+END;
+$$ LANGUAGE plpgsql;
+
+-- Trigger para updated_at
+DROP TRIGGER IF EXISTS price_adj_updated_at ON broker_integration.price_adjustment_model;
+CREATE TRIGGER price_adj_updated_at
+    BEFORE UPDATE ON broker_integration.price_adjustment_model
+    FOR EACH ROW
+    EXECUTE FUNCTION broker_integration.update_broker_timestamp();
+
+-- RLS
+ALTER TABLE broker_integration.spread_statistics ENABLE ROW LEVEL SECURITY;
+ALTER TABLE broker_integration.price_adjustment_model ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY spread_stats_tenant ON broker_integration.spread_statistics
+    FOR ALL
+    USING (tenant_id = current_setting('app.current_tenant_id', true)::UUID);
+
+CREATE POLICY price_adj_tenant ON broker_integration.price_adjustment_model
+    FOR ALL
+    USING (tenant_id = current_setting('app.current_tenant_id', true)::UUID);
+
+-- Grants
+GRANT SELECT, INSERT, UPDATE, DELETE ON broker_integration.spread_statistics TO trading_app;
+GRANT SELECT, INSERT, UPDATE, DELETE ON broker_integration.price_adjustment_model TO trading_app;
+GRANT SELECT ON broker_integration.spread_statistics TO trading_readonly;
+GRANT SELECT ON broker_integration.price_adjustment_model TO trading_readonly;
+GRANT EXECUTE ON FUNCTION broker_integration.calculate_price_adjustment TO trading_app;

ddl/schemas/broker_integration/tables/004_trade_execution.sql

@@ -0,0 +1,258 @@
+-- ============================================================================
+-- SCHEMA: broker_integration
+-- TABLE: trade_execution
+-- DESCRIPTION: Ejecucion de ordenes en broker
+-- VERSION: 1.0.0
+-- CREATED: 2026-01-16
+-- SPRINT: Sprint 6 - DDL Implementation Roadmap Q1-2026
+-- ============================================================================
+
+-- Enum para estado de ejecucion
+DO $$ BEGIN
+    CREATE TYPE broker_integration.execution_status AS ENUM (
+        'pending',              -- Pendiente de enviar
+        'submitted',            -- Enviada al broker
+        'accepted',             -- Aceptada por broker
+        'filled',               -- Ejecutada completamente
+        'partial_fill',         -- Ejecutada parcialmente
+        'rejected',             -- Rechazada
+        'cancelled',            -- Cancelada
+        'expired',              -- Expirada
+        'error'                 -- Error de sistema
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Enum para tipo de orden
+DO $$ BEGIN
+    CREATE TYPE broker_integration.order_type AS ENUM (
+        'market',
+        'limit',
+        'stop',
+        'stop_limit',
+        'trailing_stop'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Enum para direccion
+DO $$ BEGIN
+    CREATE TYPE broker_integration.trade_direction AS ENUM (
+        'buy',
+        'sell'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Tabla de Ejecucion de Trades
+CREATE TABLE IF NOT EXISTS broker_integration.trade_execution (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
+    user_id UUID NOT NULL REFERENCES users.users(id) ON DELETE CASCADE,
+
+    -- Referencias
+    broker_account_id UUID NOT NULL REFERENCES broker_integration.broker_accounts(id) ON DELETE CASCADE,
+    signal_id UUID,                                     -- Senal que origino
+    position_id UUID,                                   -- Posicion resultante
+
+    -- Orden
+    order_type broker_integration.order_type NOT NULL,
+    direction broker_integration.trade_direction NOT NULL,
+    symbol VARCHAR(20) NOT NULL,
+
+    -- Tamaño
+    lot_size DECIMAL(10, 4) NOT NULL,
+    units INTEGER,
+
+    -- Precios solicitados
+    requested_price DECIMAL(15, 8),
+    limit_price DECIMAL(15, 8),
+    stop_price DECIMAL(15, 8),
+
+    -- Stop Loss / Take Profit
+    stop_loss DECIMAL(15, 8),
+    take_profit DECIMAL(15, 8),
+
+    -- Estado
+    status broker_integration.execution_status NOT NULL DEFAULT 'pending',
+    status_message TEXT,
+
+    -- Ejecucion
+    executed_price DECIMAL(15, 8),
+    executed_lot_size DECIMAL(10, 4),
+    slippage DECIMAL(10, 4),                            -- En pips
+    slippage_cost DECIMAL(15, 4),                       -- En moneda de cuenta
+
+    -- IDs del broker
+    broker_order_id VARCHAR(100),
+    broker_ticket VARCHAR(100),
+    broker_deal_id VARCHAR(100),
+
+    -- Timestamps de ejecucion
+    submitted_at TIMESTAMPTZ,
+    accepted_at TIMESTAMPTZ,
+    executed_at TIMESTAMPTZ,
+    cancelled_at TIMESTAMPTZ,
+
+    -- Latencia
+    submission_latency_ms INTEGER,                      -- Tiempo hasta submit
+    execution_latency_ms INTEGER,                       -- Tiempo hasta fill
+    total_latency_ms INTEGER,
+
+    -- Costos
+    commission DECIMAL(15, 4) DEFAULT 0,
+    swap DECIMAL(15, 4) DEFAULT 0,
+    spread_cost DECIMAL(15, 4) DEFAULT 0,
+
+    -- Contexto
+    execution_source VARCHAR(50),                       -- 'manual', 'signal', 'bot', 'copy_trade'
+    execution_context JSONB DEFAULT '{}'::JSONB,
+
+    -- Errores
+    error_code VARCHAR(50),
+    error_message TEXT,
+    retry_count INTEGER NOT NULL DEFAULT 0,
+    max_retries INTEGER DEFAULT 3,
+
+    -- Validez
+    valid_until TIMESTAMPTZ,
+    time_in_force VARCHAR(20) DEFAULT 'GTC',            -- 'GTC', 'IOC', 'FOK', 'GTD'
+
+    -- Metadata
+    metadata JSONB DEFAULT '{}'::JSONB,
+    notes TEXT,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+COMMENT ON TABLE broker_integration.trade_execution IS
+'Registro de todas las ejecuciones de ordenes en brokers conectados';
+
+COMMENT ON COLUMN broker_integration.trade_execution.slippage IS
+'Diferencia entre precio solicitado y ejecutado en pips';
+
+-- Indices
+CREATE INDEX IF NOT EXISTS idx_trade_exec_tenant
+    ON broker_integration.trade_execution(tenant_id);
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_user
+    ON broker_integration.trade_execution(user_id);
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_account
+    ON broker_integration.trade_execution(broker_account_id);
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_status
+    ON broker_integration.trade_execution(status);
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_pending
+    ON broker_integration.trade_execution(status, created_at)
+    WHERE status IN ('pending', 'submitted');
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_symbol
+    ON broker_integration.trade_execution(symbol, executed_at DESC);
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_broker_order
+    ON broker_integration.trade_execution(broker_order_id)
+    WHERE broker_order_id IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_signal
+    ON broker_integration.trade_execution(signal_id)
+    WHERE signal_id IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_trade_exec_created
+    ON broker_integration.trade_execution(created_at DESC);
+
+-- Trigger para updated_at
+DROP TRIGGER IF EXISTS trade_exec_updated_at ON broker_integration.trade_execution;
+CREATE TRIGGER trade_exec_updated_at
+    BEFORE UPDATE ON broker_integration.trade_execution
+    FOR EACH ROW
+    EXECUTE FUNCTION broker_integration.update_broker_timestamp();
+
+-- Trigger para calcular latencias
+CREATE OR REPLACE FUNCTION broker_integration.calculate_execution_latency()
+RETURNS TRIGGER AS $$
+BEGIN
+    IF NEW.submitted_at IS NOT NULL AND NEW.submission_latency_ms IS NULL THEN
+        NEW.submission_latency_ms := EXTRACT(EPOCH FROM (NEW.submitted_at - NEW.created_at)) * 1000;
+    END IF;
+
+    IF NEW.executed_at IS NOT NULL AND NEW.submitted_at IS NOT NULL AND NEW.execution_latency_ms IS NULL THEN
+        NEW.execution_latency_ms := EXTRACT(EPOCH FROM (NEW.executed_at - NEW.submitted_at)) * 1000;
+    END IF;
+
+    IF NEW.executed_at IS NOT NULL AND NEW.total_latency_ms IS NULL THEN
+        NEW.total_latency_ms := EXTRACT(EPOCH FROM (NEW.executed_at - NEW.created_at)) * 1000;
+    END IF;
+
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS trade_exec_latency ON broker_integration.trade_execution;
+CREATE TRIGGER trade_exec_latency
+    BEFORE UPDATE OF submitted_at, executed_at ON broker_integration.trade_execution
+    FOR EACH ROW
+    EXECUTE FUNCTION broker_integration.calculate_execution_latency();
+
+-- Vista de ejecuciones recientes
+CREATE OR REPLACE VIEW broker_integration.v_recent_executions AS
+SELECT
+    te.id,
+    te.user_id,
+    ba.broker_name,
+    te.symbol,
+    te.direction,
+    te.order_type,
+    te.lot_size,
+    te.status,
+    te.requested_price,
+    te.executed_price,
+    te.slippage,
+    te.total_latency_ms,
+    te.created_at,
+    te.executed_at
+FROM broker_integration.trade_execution te
+JOIN broker_integration.broker_accounts ba ON te.broker_account_id = ba.id
+ORDER BY te.created_at DESC;
+
+-- Vista de estadisticas de ejecucion
+CREATE OR REPLACE VIEW broker_integration.v_execution_stats AS
+SELECT
+    ba.broker_name,
+    te.symbol,
+    COUNT(*) AS total_executions,
+    COUNT(*) FILTER (WHERE te.status = 'filled') AS filled,
+    COUNT(*) FILTER (WHERE te.status = 'rejected') AS rejected,
+    ROUND((COUNT(*) FILTER (WHERE te.status = 'filled')::DECIMAL
+        / NULLIF(COUNT(*), 0) * 100), 2) AS fill_rate,
+    ROUND(AVG(te.slippage) FILTER (WHERE te.slippage IS NOT NULL)::NUMERIC, 2) AS avg_slippage,
+    ROUND(AVG(te.total_latency_ms) FILTER (WHERE te.total_latency_ms IS NOT NULL)::NUMERIC, 0) AS avg_latency_ms
+FROM broker_integration.trade_execution te
+JOIN broker_integration.broker_accounts ba ON te.broker_account_id = ba.id
+WHERE te.created_at >= NOW() - INTERVAL '30 days'
+GROUP BY ba.broker_name, te.symbol
+ORDER BY total_executions DESC;
+
+-- RLS
+ALTER TABLE broker_integration.trade_execution ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY trade_exec_tenant ON broker_integration.trade_execution
+    FOR ALL
+    USING (tenant_id = current_setting('app.current_tenant_id', true)::UUID);
+
+CREATE POLICY trade_exec_user ON broker_integration.trade_execution
+    FOR ALL
+    USING (user_id = current_setting('app.current_user_id', true)::UUID);
+
+-- Grants
+GRANT SELECT, INSERT, UPDATE ON broker_integration.trade_execution TO trading_app;
+GRANT SELECT ON broker_integration.trade_execution TO trading_readonly;
+GRANT SELECT ON broker_integration.v_recent_executions TO trading_app;
+GRANT SELECT ON broker_integration.v_execution_stats TO trading_app;

ddl/schemas/portfolio_management/tables/001_portfolios.sql

@@ -0,0 +1,310 @@
+-- ============================================================================
+-- SCHEMA: portfolio_management
+-- TABLE: portfolios, portfolio_accounts
+-- DESCRIPTION: Gestion de portafolios de inversion
+-- VERSION: 1.0.0
+-- CREATED: 2026-01-16
+-- SPRINT: Sprint 6 - DDL Implementation Roadmap Q1-2026
+-- ============================================================================
+
+-- Crear schema
+CREATE SCHEMA IF NOT EXISTS portfolio_management;
+
+COMMENT ON SCHEMA portfolio_management IS
+'Gestion de portafolios, metas de inversion y proyecciones';
+
+-- Enum para tipo de portafolio
+DO $$ BEGIN
+    CREATE TYPE portfolio_management.portfolio_type AS ENUM (
+        'investment',           -- Inversion a largo plazo
+        'trading',              -- Trading activo
+        'retirement',           -- Retiro
+        'education',            -- Fondo educativo
+        'emergency',            -- Fondo de emergencia
+        'custom'                -- Personalizado
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Enum para perfil de riesgo
+DO $$ BEGIN
+    CREATE TYPE portfolio_management.risk_profile AS ENUM (
+        'conservative',
+        'moderately_conservative',
+        'moderate',
+        'moderately_aggressive',
+        'aggressive'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Enum para estrategia de rebalanceo
+DO $$ BEGIN
+    CREATE TYPE portfolio_management.rebalance_strategy AS ENUM (
+        'threshold',            -- Por umbral de desviacion
+        'calendar',             -- Por calendario
+        'tactical',             -- Tactico/oportunista
+        'never',                -- Sin rebalanceo
+        'custom'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Tabla de Portafolios
+CREATE TABLE IF NOT EXISTS portfolio_management.portfolios (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
+    user_id UUID NOT NULL REFERENCES users.users(id) ON DELETE CASCADE,
+
+    -- Informacion basica
+    name VARCHAR(100) NOT NULL,
+    description TEXT,
+    type portfolio_management.portfolio_type NOT NULL DEFAULT 'investment',
+    risk_profile portfolio_management.risk_profile NOT NULL DEFAULT 'moderate',
+
+    -- Valor
+    total_value DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    cash_value DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    invested_value DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    currency VARCHAR(10) NOT NULL DEFAULT 'USD',
+
+    -- Alocacion objetivo
+    target_allocation JSONB DEFAULT '{}'::JSONB,        -- {"stocks": 60, "bonds": 30, "cash": 10}
+    current_allocation JSONB DEFAULT '{}'::JSONB,
+    allocation_drift DECIMAL(5, 2),                     -- % de desviacion
+
+    -- Rebalanceo
+    rebalance_strategy portfolio_management.rebalance_strategy NOT NULL DEFAULT 'threshold',
+    rebalance_threshold DECIMAL(5, 2) DEFAULT 5,        -- % de desviacion para trigger
+    rebalance_frequency VARCHAR(20),                    -- 'monthly', 'quarterly', 'annually'
+    last_rebalance_at TIMESTAMPTZ,
+    next_rebalance_at TIMESTAMPTZ,
+
+    -- Performance
+    total_return DECIMAL(15, 4) NOT NULL DEFAULT 0,
+    total_return_percent DECIMAL(10, 4) NOT NULL DEFAULT 0,
+    ytd_return DECIMAL(15, 4) NOT NULL DEFAULT 0,
+    ytd_return_percent DECIMAL(10, 4) NOT NULL DEFAULT 0,
+    inception_date DATE,
+
+    -- Metricas de riesgo
+    volatility_annual DECIMAL(10, 4),
+    sharpe_ratio DECIMAL(10, 4),
+    sortino_ratio DECIMAL(10, 4),
+    max_drawdown DECIMAL(10, 4),
+    max_drawdown_date DATE,
+    beta DECIMAL(10, 4),
+    alpha DECIMAL(10, 4),
+
+    -- Benchmark
+    benchmark_symbol VARCHAR(20) DEFAULT 'SPY',
+    benchmark_return DECIMAL(10, 4),
+    active_return DECIMAL(10, 4),                       -- Alpha vs benchmark
+
+    -- Dividendos
+    total_dividends DECIMAL(15, 4) NOT NULL DEFAULT 0,
+    dividend_yield DECIMAL(10, 4),
+    reinvest_dividends BOOLEAN NOT NULL DEFAULT TRUE,
+
+    -- Meta
+    goal_id UUID,                                       -- FK a investment_goals
+    goal_progress_percent DECIMAL(5, 2),
+
+    -- Estado
+    is_active BOOLEAN NOT NULL DEFAULT TRUE,
+    is_default BOOLEAN NOT NULL DEFAULT FALSE,
+    is_archived BOOLEAN NOT NULL DEFAULT FALSE,
+
+    -- Configuracion
+    show_in_dashboard BOOLEAN NOT NULL DEFAULT TRUE,
+    notify_on_rebalance BOOLEAN NOT NULL DEFAULT TRUE,
+    auto_invest_enabled BOOLEAN NOT NULL DEFAULT FALSE,
+    auto_invest_amount DECIMAL(15, 2),
+    auto_invest_frequency VARCHAR(20),
+
+    -- Metadata
+    tags VARCHAR(50)[],
+    metadata JSONB DEFAULT '{}'::JSONB,
+    notes TEXT,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    archived_at TIMESTAMPTZ,
+
+    -- Constraints
+    CONSTRAINT portfolios_name_unique UNIQUE (user_id, name)
+);
+
+COMMENT ON TABLE portfolio_management.portfolios IS
+'Portafolios de inversion con tracking de performance y rebalanceo';
+
+-- ============================================================================
+-- TABLE: portfolio_accounts
+-- ============================================================================
+
+-- Tabla de Cuentas en Portafolio
+CREATE TABLE IF NOT EXISTS portfolio_management.portfolio_accounts (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    portfolio_id UUID NOT NULL REFERENCES portfolio_management.portfolios(id) ON DELETE CASCADE,
+
+    -- Cuenta vinculada
+    account_type VARCHAR(50) NOT NULL,                  -- 'broker', 'investment', 'wallet'
+    account_id UUID NOT NULL,                           -- ID de la cuenta
+    account_name VARCHAR(100),
+
+    -- Valor en este portafolio
+    value DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    allocation_percent DECIMAL(5, 2),                   -- % del portafolio
+
+    -- Posiciones
+    positions_count INTEGER NOT NULL DEFAULT 0,
+    positions_value DECIMAL(15, 2) NOT NULL DEFAULT 0,
+
+    -- Estado
+    is_active BOOLEAN NOT NULL DEFAULT TRUE,
+    sync_enabled BOOLEAN NOT NULL DEFAULT TRUE,
+    last_sync_at TIMESTAMPTZ,
+
+    -- Metadata
+    metadata JSONB DEFAULT '{}'::JSONB,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+
+    -- Constraints
+    CONSTRAINT portfolio_accounts_unique UNIQUE (portfolio_id, account_type, account_id)
+);
+
+COMMENT ON TABLE portfolio_management.portfolio_accounts IS
+'Cuentas (broker, investment, wallet) vinculadas a un portafolio';
+
+-- Indices para portfolios
+CREATE INDEX IF NOT EXISTS idx_portfolios_tenant
+    ON portfolio_management.portfolios(tenant_id);
+
+CREATE INDEX IF NOT EXISTS idx_portfolios_user
+    ON portfolio_management.portfolios(user_id);
+
+CREATE INDEX IF NOT EXISTS idx_portfolios_type
+    ON portfolio_management.portfolios(type);
+
+CREATE INDEX IF NOT EXISTS idx_portfolios_active
+    ON portfolio_management.portfolios(user_id, is_active)
+    WHERE is_active = TRUE;
+
+CREATE INDEX IF NOT EXISTS idx_portfolios_default
+    ON portfolio_management.portfolios(user_id, is_default)
+    WHERE is_default = TRUE;
+
+CREATE INDEX IF NOT EXISTS idx_portfolios_rebalance
+    ON portfolio_management.portfolios(next_rebalance_at)
+    WHERE is_active = TRUE AND next_rebalance_at IS NOT NULL;
+
+-- Indices para portfolio_accounts
+CREATE INDEX IF NOT EXISTS idx_portfolio_accounts_portfolio
+    ON portfolio_management.portfolio_accounts(portfolio_id);
+
+CREATE INDEX IF NOT EXISTS idx_portfolio_accounts_account
+    ON portfolio_management.portfolio_accounts(account_type, account_id);
+
+-- Funcion de timestamp
+CREATE OR REPLACE FUNCTION portfolio_management.update_portfolio_timestamp()
+RETURNS TRIGGER AS $$
+BEGIN
+    NEW.updated_at := NOW();
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Triggers
+DROP TRIGGER IF EXISTS portfolio_updated_at ON portfolio_management.portfolios;
+CREATE TRIGGER portfolio_updated_at
+    BEFORE UPDATE ON portfolio_management.portfolios
+    FOR EACH ROW
+    EXECUTE FUNCTION portfolio_management.update_portfolio_timestamp();
+
+DROP TRIGGER IF EXISTS portfolio_account_updated_at ON portfolio_management.portfolio_accounts;
+CREATE TRIGGER portfolio_account_updated_at
+    BEFORE UPDATE ON portfolio_management.portfolio_accounts
+    FOR EACH ROW
+    EXECUTE FUNCTION portfolio_management.update_portfolio_timestamp();
+
+-- Trigger para asegurar solo un portafolio default
+CREATE OR REPLACE FUNCTION portfolio_management.ensure_single_default_portfolio()
+RETURNS TRIGGER AS $$
+BEGIN
+    IF NEW.is_default = TRUE THEN
+        UPDATE portfolio_management.portfolios
+        SET is_default = FALSE
+        WHERE user_id = NEW.user_id
+          AND id != NEW.id
+          AND is_default = TRUE;
+    END IF;
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS portfolio_single_default ON portfolio_management.portfolios;
+CREATE TRIGGER portfolio_single_default
+    BEFORE INSERT OR UPDATE OF is_default ON portfolio_management.portfolios
+    FOR EACH ROW
+    WHEN (NEW.is_default = TRUE)
+    EXECUTE FUNCTION portfolio_management.ensure_single_default_portfolio();
+
+-- Vista de portafolios con resumen
+CREATE OR REPLACE VIEW portfolio_management.v_portfolio_summary AS
+SELECT
+    p.id,
+    p.user_id,
+    p.name,
+    p.type,
+    p.risk_profile,
+    p.total_value,
+    p.total_return_percent,
+    p.ytd_return_percent,
+    p.sharpe_ratio,
+    p.max_drawdown,
+    p.allocation_drift,
+    p.is_default,
+    (SELECT COUNT(*) FROM portfolio_management.portfolio_accounts pa WHERE pa.portfolio_id = p.id) AS accounts_count,
+    p.last_rebalance_at,
+    p.created_at
+FROM portfolio_management.portfolios p
+WHERE p.is_active = TRUE
+ORDER BY p.is_default DESC, p.total_value DESC;
+
+-- RLS
+ALTER TABLE portfolio_management.portfolios ENABLE ROW LEVEL SECURITY;
+ALTER TABLE portfolio_management.portfolio_accounts ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY portfolios_tenant ON portfolio_management.portfolios
+    FOR ALL
+    USING (tenant_id = current_setting('app.current_tenant_id', true)::UUID);
+
+CREATE POLICY portfolios_user ON portfolio_management.portfolios
+    FOR ALL
+    USING (user_id = current_setting('app.current_user_id', true)::UUID);
+
+CREATE POLICY portfolio_accounts_via_portfolio ON portfolio_management.portfolio_accounts
+    FOR ALL
+    USING (
+        portfolio_id IN (
+            SELECT id FROM portfolio_management.portfolios
+            WHERE user_id = current_setting('app.current_user_id', true)::UUID
+        )
+    );
+
+-- Grants
+GRANT USAGE ON SCHEMA portfolio_management TO trading_app;
+GRANT SELECT, INSERT, UPDATE, DELETE ON portfolio_management.portfolios TO trading_app;
+GRANT SELECT, INSERT, UPDATE, DELETE ON portfolio_management.portfolio_accounts TO trading_app;
+GRANT SELECT ON portfolio_management.portfolios TO trading_readonly;
+GRANT SELECT ON portfolio_management.portfolio_accounts TO trading_readonly;
+GRANT SELECT ON portfolio_management.v_portfolio_summary TO trading_app;

ddl/schemas/portfolio_management/tables/002_investment_goals.sql

@@ -0,0 +1,333 @@
+-- ============================================================================
+-- SCHEMA: portfolio_management
+-- TABLE: investment_goals, rebalance_suggestions
+-- DESCRIPTION: Metas de inversion y sugerencias de rebalanceo
+-- VERSION: 1.0.0
+-- CREATED: 2026-01-16
+-- SPRINT: Sprint 6 - DDL Implementation Roadmap Q1-2026
+-- ============================================================================
+
+-- Enum para tipo de meta
+DO $$ BEGIN
+    CREATE TYPE portfolio_management.goal_type AS ENUM (
+        'retirement',
+        'house',
+        'education',
+        'emergency_fund',
+        'vacation',
+        'car',
+        'wedding',
+        'wealth_building',
+        'financial_independence',
+        'custom'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Enum para estado de meta
+DO $$ BEGIN
+    CREATE TYPE portfolio_management.goal_status AS ENUM (
+        'planning',
+        'active',
+        'on_track',
+        'behind',
+        'ahead',
+        'achieved',
+        'abandoned'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Tabla de Metas de Inversion
+CREATE TABLE IF NOT EXISTS portfolio_management.investment_goals (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    tenant_id UUID NOT NULL REFERENCES tenants.tenants(id) ON DELETE CASCADE,
+    user_id UUID NOT NULL REFERENCES users.users(id) ON DELETE CASCADE,
+    portfolio_id UUID REFERENCES portfolio_management.portfolios(id) ON DELETE SET NULL,
+
+    -- Informacion
+    name VARCHAR(100) NOT NULL,
+    description TEXT,
+    type portfolio_management.goal_type NOT NULL,
+    status portfolio_management.goal_status NOT NULL DEFAULT 'planning',
+
+    -- Meta financiera
+    target_amount DECIMAL(15, 2) NOT NULL,
+    current_amount DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    initial_amount DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    currency VARCHAR(10) NOT NULL DEFAULT 'USD',
+
+    -- Timeline
+    start_date DATE NOT NULL DEFAULT CURRENT_DATE,
+    target_date DATE NOT NULL,
+    months_remaining INTEGER,
+
+    -- Contribuciones
+    monthly_contribution DECIMAL(15, 2),
+    contribution_frequency VARCHAR(20) DEFAULT 'monthly',
+    total_contributions DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    next_contribution_date DATE,
+
+    -- Rendimiento
+    expected_return_percent DECIMAL(5, 2) DEFAULT 7,    -- Retorno anual esperado
+    actual_return_percent DECIMAL(10, 4),
+    inflation_rate DECIMAL(5, 2) DEFAULT 3,             -- Para ajuste real
+
+    -- Progreso
+    progress_percent DECIMAL(5, 2) NOT NULL DEFAULT 0,
+    projected_amount DECIMAL(15, 2),                    -- Monto proyectado al target_date
+    projected_status portfolio_management.goal_status,
+    on_track BOOLEAN,
+
+    -- Gap analysis
+    amount_gap DECIMAL(15, 2),                          -- Diferencia con target
+    monthly_gap DECIMAL(15, 2),                         -- Contribucion adicional necesaria
+
+    -- Alertas
+    alert_behind_threshold DECIMAL(5, 2) DEFAULT 10,    -- % detras para alertar
+    last_alert_at TIMESTAMPTZ,
+
+    -- Milestones
+    milestones JSONB DEFAULT '[]'::JSONB,               -- [{"percent": 25, "reached_at": "..."}]
+
+    -- Icono y color
+    icon VARCHAR(50),
+    color VARCHAR(7),
+
+    -- Metadata
+    metadata JSONB DEFAULT '{}'::JSONB,
+    notes TEXT,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    achieved_at TIMESTAMPTZ,
+
+    -- Constraints
+    CONSTRAINT goals_name_unique UNIQUE (user_id, name),
+    CONSTRAINT goals_valid_dates CHECK (target_date > start_date)
+);
+
+COMMENT ON TABLE portfolio_management.investment_goals IS
+'Metas de inversion con tracking de progreso y proyecciones';
+
+-- ============================================================================
+-- TABLE: rebalance_suggestions
+-- ============================================================================
+
+-- Enum para tipo de accion
+DO $$ BEGIN
+    CREATE TYPE portfolio_management.rebalance_action AS ENUM (
+        'buy',
+        'sell',
+        'hold',
+        'reduce',
+        'increase'
+    );
+EXCEPTION
+    WHEN duplicate_object THEN null;
+END $$;
+
+-- Tabla de Sugerencias de Rebalanceo
+CREATE TABLE IF NOT EXISTS portfolio_management.rebalance_suggestions (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    portfolio_id UUID NOT NULL REFERENCES portfolio_management.portfolios(id) ON DELETE CASCADE,
+
+    -- Fecha de sugerencia
+    suggestion_date DATE NOT NULL DEFAULT CURRENT_DATE,
+
+    -- Asset
+    asset_class VARCHAR(50) NOT NULL,                   -- 'stocks', 'bonds', 'crypto'
+    symbol VARCHAR(20),
+    asset_name VARCHAR(100),
+
+    -- Alocacion
+    current_allocation DECIMAL(5, 2) NOT NULL,
+    target_allocation DECIMAL(5, 2) NOT NULL,
+    deviation DECIMAL(5, 2) NOT NULL,                   -- current - target
+
+    -- Accion sugerida
+    action portfolio_management.rebalance_action NOT NULL,
+    suggested_amount DECIMAL(15, 2),
+    suggested_units DECIMAL(15, 4),
+
+    -- Impacto
+    estimated_cost DECIMAL(15, 4),                      -- Comisiones, spreads
+    estimated_tax DECIMAL(15, 4),                       -- Impuestos estimados
+    net_amount DECIMAL(15, 2),
+
+    -- Prioridad
+    priority INTEGER NOT NULL DEFAULT 50,               -- 1-100, mayor = mas urgente
+    is_urgent BOOLEAN NOT NULL DEFAULT FALSE,
+
+    -- Razon
+    reason TEXT,
+    analysis JSONB DEFAULT '{}'::JSONB,
+
+    -- Estado
+    is_applied BOOLEAN NOT NULL DEFAULT FALSE,
+    applied_at TIMESTAMPTZ,
+    applied_amount DECIMAL(15, 2),
+
+    -- Expiracion
+    valid_until TIMESTAMPTZ,
+    is_expired BOOLEAN NOT NULL DEFAULT FALSE,
+
+    -- Metadata
+    metadata JSONB DEFAULT '{}'::JSONB,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
+);
+
+COMMENT ON TABLE portfolio_management.rebalance_suggestions IS
+'Sugerencias de rebalanceo generadas para mantener alocacion objetivo';
+
+-- Indices para investment_goals
+CREATE INDEX IF NOT EXISTS idx_goals_tenant
+    ON portfolio_management.investment_goals(tenant_id);
+
+CREATE INDEX IF NOT EXISTS idx_goals_user
+    ON portfolio_management.investment_goals(user_id);
+
+CREATE INDEX IF NOT EXISTS idx_goals_portfolio
+    ON portfolio_management.investment_goals(portfolio_id)
+    WHERE portfolio_id IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_goals_status
+    ON portfolio_management.investment_goals(status);
+
+CREATE INDEX IF NOT EXISTS idx_goals_target_date
+    ON portfolio_management.investment_goals(target_date)
+    WHERE status IN ('active', 'on_track', 'behind');
+
+-- Indices para rebalance_suggestions
+CREATE INDEX IF NOT EXISTS idx_rebalance_portfolio
+    ON portfolio_management.rebalance_suggestions(portfolio_id, suggestion_date DESC);
+
+CREATE INDEX IF NOT EXISTS idx_rebalance_pending
+    ON portfolio_management.rebalance_suggestions(portfolio_id, is_applied, priority DESC)
+    WHERE is_applied = FALSE AND is_expired = FALSE;
+
+-- Triggers
+DROP TRIGGER IF EXISTS goal_updated_at ON portfolio_management.investment_goals;
+CREATE TRIGGER goal_updated_at
+    BEFORE UPDATE ON portfolio_management.investment_goals
+    FOR EACH ROW
+    EXECUTE FUNCTION portfolio_management.update_portfolio_timestamp();
+
+-- Trigger para calcular progreso de meta
+CREATE OR REPLACE FUNCTION portfolio_management.calculate_goal_progress()
+RETURNS TRIGGER AS $$
+BEGIN
+    -- Calcular progreso
+    IF NEW.target_amount > 0 THEN
+        NEW.progress_percent := (NEW.current_amount / NEW.target_amount * 100);
+    END IF;
+
+    -- Calcular meses restantes
+    NEW.months_remaining := EXTRACT(MONTH FROM AGE(NEW.target_date, CURRENT_DATE))
+                           + EXTRACT(YEAR FROM AGE(NEW.target_date, CURRENT_DATE)) * 12;
+
+    -- Calcular gap
+    NEW.amount_gap := NEW.target_amount - NEW.current_amount;
+
+    -- Determinar estado
+    IF NEW.current_amount >= NEW.target_amount THEN
+        NEW.status := 'achieved';
+        NEW.on_track := TRUE;
+    ELSIF NEW.progress_percent >= (100.0 * (CURRENT_DATE - NEW.start_date)
+                                   / (NEW.target_date - NEW.start_date)) THEN
+        NEW.status := 'on_track';
+        NEW.on_track := TRUE;
+    ELSE
+        NEW.status := 'behind';
+        NEW.on_track := FALSE;
+    END IF;
+
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+DROP TRIGGER IF EXISTS goal_progress ON portfolio_management.investment_goals;
+CREATE TRIGGER goal_progress
+    BEFORE INSERT OR UPDATE OF current_amount, target_amount, target_date
+    ON portfolio_management.investment_goals
+    FOR EACH ROW
+    EXECUTE FUNCTION portfolio_management.calculate_goal_progress();
+
+-- Vista de metas activas
+CREATE OR REPLACE VIEW portfolio_management.v_active_goals AS
+SELECT
+    id,
+    user_id,
+    name,
+    type,
+    status,
+    target_amount,
+    current_amount,
+    progress_percent,
+    target_date,
+    months_remaining,
+    monthly_contribution,
+    on_track,
+    amount_gap
+FROM portfolio_management.investment_goals
+WHERE status NOT IN ('achieved', 'abandoned')
+ORDER BY target_date;
+
+-- Vista de sugerencias pendientes
+CREATE OR REPLACE VIEW portfolio_management.v_pending_rebalances AS
+SELECT
+    rs.id,
+    rs.portfolio_id,
+    p.name AS portfolio_name,
+    rs.asset_class,
+    rs.symbol,
+    rs.action,
+    rs.current_allocation,
+    rs.target_allocation,
+    rs.deviation,
+    rs.suggested_amount,
+    rs.priority,
+    rs.is_urgent,
+    rs.suggestion_date
+FROM portfolio_management.rebalance_suggestions rs
+JOIN portfolio_management.portfolios p ON rs.portfolio_id = p.id
+WHERE rs.is_applied = FALSE
+  AND rs.is_expired = FALSE
+  AND (rs.valid_until IS NULL OR rs.valid_until > NOW())
+ORDER BY rs.priority DESC, rs.suggestion_date DESC;
+
+-- RLS
+ALTER TABLE portfolio_management.investment_goals ENABLE ROW LEVEL SECURITY;
+ALTER TABLE portfolio_management.rebalance_suggestions ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY goals_tenant ON portfolio_management.investment_goals
+    FOR ALL
+    USING (tenant_id = current_setting('app.current_tenant_id', true)::UUID);
+
+CREATE POLICY goals_user ON portfolio_management.investment_goals
+    FOR ALL
+    USING (user_id = current_setting('app.current_user_id', true)::UUID);
+
+CREATE POLICY rebalance_via_portfolio ON portfolio_management.rebalance_suggestions
+    FOR ALL
+    USING (
+        portfolio_id IN (
+            SELECT id FROM portfolio_management.portfolios
+            WHERE user_id = current_setting('app.current_user_id', true)::UUID
+        )
+    );
+
+-- Grants
+GRANT SELECT, INSERT, UPDATE, DELETE ON portfolio_management.investment_goals TO trading_app;
+GRANT SELECT, INSERT, UPDATE, DELETE ON portfolio_management.rebalance_suggestions TO trading_app;
+GRANT SELECT ON portfolio_management.investment_goals TO trading_readonly;
+GRANT SELECT ON portfolio_management.rebalance_suggestions TO trading_readonly;
+GRANT SELECT ON portfolio_management.v_active_goals TO trading_app;
+GRANT SELECT ON portfolio_management.v_pending_rebalances TO trading_app;

ddl/schemas/portfolio_management/tables/003_portfolio_snapshots.sql

@@ -0,0 +1,282 @@
+-- ============================================================================
+-- SCHEMA: portfolio_management
+-- TABLE: portfolio_snapshots, monte_carlo_projections
+-- DESCRIPTION: Snapshots historicos y proyecciones Monte Carlo
+-- VERSION: 1.0.0
+-- CREATED: 2026-01-16
+-- SPRINT: Sprint 6 - DDL Implementation Roadmap Q1-2026
+-- ============================================================================
+
+-- Tabla de Snapshots de Portafolio
+CREATE TABLE IF NOT EXISTS portfolio_management.portfolio_snapshots (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    portfolio_id UUID NOT NULL REFERENCES portfolio_management.portfolios(id) ON DELETE CASCADE,
+
+    -- Fecha del snapshot
+    snapshot_date DATE NOT NULL,
+    snapshot_type VARCHAR(20) NOT NULL DEFAULT 'daily', -- 'daily', 'weekly', 'monthly', 'quarterly'
+
+    -- Valores
+    total_value DECIMAL(15, 2) NOT NULL,
+    cash_value DECIMAL(15, 2) NOT NULL DEFAULT 0,
+    invested_value DECIMAL(15, 2) NOT NULL DEFAULT 0,
+
+    -- Performance del dia
+    daily_change DECIMAL(15, 4),
+    daily_change_percent DECIMAL(10, 4),
+
+    -- Performance acumulado
+    total_return DECIMAL(15, 4),
+    total_return_percent DECIMAL(10, 4),
+    ytd_return DECIMAL(15, 4),
+    ytd_return_percent DECIMAL(10, 4),
+
+    -- Contribuciones/Retiros del dia
+    contributions DECIMAL(15, 2) DEFAULT 0,
+    withdrawals DECIMAL(15, 2) DEFAULT 0,
+    net_flow DECIMAL(15, 2) DEFAULT 0,
+
+    -- Dividendos
+    dividends_received DECIMAL(15, 4) DEFAULT 0,
+
+    -- Alocacion
+    allocation JSONB NOT NULL DEFAULT '{}'::JSONB,
+
+    -- Posiciones top
+    top_holdings JSONB DEFAULT '[]'::JSONB,             -- [{"symbol": "AAPL", "value": 1000, "percent": 10}]
+    positions_count INTEGER NOT NULL DEFAULT 0,
+
+    -- Metricas de riesgo (al cierre)
+    volatility_30d DECIMAL(10, 4),
+    sharpe_ratio_30d DECIMAL(10, 4),
+    max_drawdown_30d DECIMAL(10, 4),
+    beta_30d DECIMAL(10, 4),
+
+    -- Benchmark
+    benchmark_value DECIMAL(15, 8),
+    benchmark_return DECIMAL(10, 4),
+    active_return DECIMAL(10, 4),
+
+    -- Metadata
+    metadata JSONB DEFAULT '{}'::JSONB,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+
+    -- Constraints
+    CONSTRAINT snapshot_unique UNIQUE (portfolio_id, snapshot_date, snapshot_type)
+);
+
+COMMENT ON TABLE portfolio_management.portfolio_snapshots IS
+'Snapshots historicos diarios/semanales/mensuales del estado del portafolio';
+
+-- ============================================================================
+-- TABLE: monte_carlo_projections
+-- ============================================================================
+
+-- Tabla de Proyecciones Monte Carlo
+CREATE TABLE IF NOT EXISTS portfolio_management.monte_carlo_projections (
+    -- Identificadores
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    portfolio_id UUID REFERENCES portfolio_management.portfolios(id) ON DELETE CASCADE,
+    goal_id UUID REFERENCES portfolio_management.investment_goals(id) ON DELETE CASCADE,
+
+    -- Parametros de simulacion
+    simulation_date DATE NOT NULL DEFAULT CURRENT_DATE,
+    num_simulations INTEGER NOT NULL DEFAULT 10000,
+    time_horizon_months INTEGER NOT NULL,
+    confidence_levels DECIMAL(5, 2)[] DEFAULT ARRAY[10, 25, 50, 75, 90],
+
+    -- Inputs
+    initial_value DECIMAL(15, 2) NOT NULL,
+    monthly_contribution DECIMAL(15, 2) DEFAULT 0,
+    expected_return DECIMAL(10, 4) NOT NULL,            -- Anual
+    volatility DECIMAL(10, 4) NOT NULL,                 -- Anual
+    inflation_rate DECIMAL(10, 4) DEFAULT 0.03,
+
+    -- Resultados por percentil
+    percentile_10 DECIMAL(15, 2),                       -- Pesimista
+    percentile_25 DECIMAL(15, 2),
+    percentile_50 DECIMAL(15, 2),                       -- Mediana
+    percentile_75 DECIMAL(15, 2),
+    percentile_90 DECIMAL(15, 2),                       -- Optimista
+
+    -- Valor real ajustado por inflacion
+    real_percentile_10 DECIMAL(15, 2),
+    real_percentile_50 DECIMAL(15, 2),
+    real_percentile_90 DECIMAL(15, 2),
+
+    -- Probabilidades
+    prob_reach_goal DECIMAL(5, 2),                      -- % de alcanzar meta
+    prob_positive_return DECIMAL(5, 2),                 -- % de retorno positivo
+    prob_beat_inflation DECIMAL(5, 2),                  -- % de vencer inflacion
+
+    -- Riesgo de ruina
+    prob_ruin DECIMAL(5, 2),                            -- % de perder >50%
+    worst_case DECIMAL(15, 2),                          -- Peor caso (percentil 1)
+    best_case DECIMAL(15, 2),                           -- Mejor caso (percentil 99)
+
+    -- Drawdown esperado
+    expected_max_drawdown DECIMAL(10, 4),
+    prob_drawdown_20_plus DECIMAL(5, 2),                -- % de drawdown >20%
+
+    -- Paths de simulacion (muestra)
+    sample_paths JSONB DEFAULT '[]'::JSONB,             -- 5-10 paths de ejemplo
+
+    -- Distribucion final
+    final_distribution JSONB DEFAULT '{}'::JSONB,       -- Histograma de valores finales
+
+    -- Sensibilidad
+    sensitivity_return JSONB DEFAULT '{}'::JSONB,       -- Impacto de cambio en return
+    sensitivity_volatility JSONB DEFAULT '{}'::JSONB,   -- Impacto de cambio en vol
+    sensitivity_contribution JSONB DEFAULT '{}'::JSONB, -- Impacto de cambio en contribucion
+
+    -- Metadata
+    computation_time_ms INTEGER,
+    random_seed BIGINT,
+    metadata JSONB DEFAULT '{}'::JSONB,
+    notes TEXT,
+
+    -- Timestamps
+    created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    expires_at TIMESTAMPTZ DEFAULT NOW() + INTERVAL '7 days',
+
+    -- Constraints
+    CONSTRAINT monte_carlo_portfolio_or_goal CHECK (
+        portfolio_id IS NOT NULL OR goal_id IS NOT NULL
+    )
+);
+
+COMMENT ON TABLE portfolio_management.monte_carlo_projections IS
+'Proyecciones Monte Carlo para portafolios y metas de inversion';
+
+COMMENT ON COLUMN portfolio_management.monte_carlo_projections.prob_reach_goal IS
+'Probabilidad de alcanzar el objetivo basado en simulaciones';
+
+-- Indices para snapshots
+CREATE INDEX IF NOT EXISTS idx_snapshots_portfolio
+    ON portfolio_management.portfolio_snapshots(portfolio_id, snapshot_date DESC);
+
+CREATE INDEX IF NOT EXISTS idx_snapshots_date
+    ON portfolio_management.portfolio_snapshots(snapshot_date DESC);
+
+CREATE INDEX IF NOT EXISTS idx_snapshots_type
+    ON portfolio_management.portfolio_snapshots(snapshot_type, snapshot_date DESC);
+
+-- Indice BRIN para datos temporales
+CREATE INDEX IF NOT EXISTS idx_snapshots_brin
+    ON portfolio_management.portfolio_snapshots USING BRIN (snapshot_date);
+
+-- Indices para monte_carlo
+CREATE INDEX IF NOT EXISTS idx_monte_carlo_portfolio
+    ON portfolio_management.monte_carlo_projections(portfolio_id, simulation_date DESC)
+    WHERE portfolio_id IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_monte_carlo_goal
+    ON portfolio_management.monte_carlo_projections(goal_id, simulation_date DESC)
+    WHERE goal_id IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_monte_carlo_recent
+    ON portfolio_management.monte_carlo_projections(simulation_date DESC);
+
+-- Funcion para obtener performance historico
+CREATE OR REPLACE FUNCTION portfolio_management.get_portfolio_performance(
+    p_portfolio_id UUID,
+    p_start_date DATE DEFAULT NULL,
+    p_end_date DATE DEFAULT NULL
+)
+RETURNS TABLE (
+    snapshot_date DATE,
+    total_value DECIMAL,
+    daily_change_percent DECIMAL,
+    total_return_percent DECIMAL,
+    cumulative_return DECIMAL
+) AS $$
+BEGIN
+    RETURN QUERY
+    SELECT
+        ps.snapshot_date,
+        ps.total_value,
+        ps.daily_change_percent,
+        ps.total_return_percent,
+        SUM(ps.daily_change_percent) OVER (ORDER BY ps.snapshot_date) AS cumulative_return
+    FROM portfolio_management.portfolio_snapshots ps
+    WHERE ps.portfolio_id = p_portfolio_id
+      AND (p_start_date IS NULL OR ps.snapshot_date >= p_start_date)
+      AND (p_end_date IS NULL OR ps.snapshot_date <= p_end_date)
+    ORDER BY ps.snapshot_date;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Vista de performance mensual
+CREATE OR REPLACE VIEW portfolio_management.v_monthly_performance AS
+SELECT
+    portfolio_id,
+    DATE_TRUNC('month', snapshot_date)::DATE AS month,
+    FIRST_VALUE(total_value) OVER w AS start_value,
+    LAST_VALUE(total_value) OVER w AS end_value,
+    SUM(contributions) AS total_contributions,
+    SUM(dividends_received) AS total_dividends,
+    MAX(total_return_percent) - MIN(total_return_percent) AS monthly_return_percent
+FROM portfolio_management.portfolio_snapshots
+WHERE snapshot_type = 'daily'
+WINDOW w AS (PARTITION BY portfolio_id, DATE_TRUNC('month', snapshot_date)
+             ORDER BY snapshot_date
+             ROWS BETWEEN UNBOUNDED PRECEDING AND UNBOUNDED FOLLOWING)
+GROUP BY portfolio_id, DATE_TRUNC('month', snapshot_date), total_value, snapshot_date
+ORDER BY portfolio_id, month DESC;
+
+-- Vista de ultima proyeccion
+CREATE OR REPLACE VIEW portfolio_management.v_latest_projections AS
+SELECT DISTINCT ON (COALESCE(portfolio_id, goal_id))
+    id,
+    portfolio_id,
+    goal_id,
+    simulation_date,
+    time_horizon_months,
+    initial_value,
+    percentile_10,
+    percentile_50,
+    percentile_90,
+    prob_reach_goal,
+    prob_positive_return,
+    expected_max_drawdown
+FROM portfolio_management.monte_carlo_projections
+WHERE expires_at > NOW()
+ORDER BY COALESCE(portfolio_id, goal_id), simulation_date DESC;
+
+-- RLS
+ALTER TABLE portfolio_management.portfolio_snapshots ENABLE ROW LEVEL SECURITY;
+ALTER TABLE portfolio_management.monte_carlo_projections ENABLE ROW LEVEL SECURITY;
+
+CREATE POLICY snapshots_via_portfolio ON portfolio_management.portfolio_snapshots
+    FOR ALL
+    USING (
+        portfolio_id IN (
+            SELECT id FROM portfolio_management.portfolios
+            WHERE user_id = current_setting('app.current_user_id', true)::UUID
+        )
+    );
+
+CREATE POLICY monte_carlo_via_portfolio ON portfolio_management.monte_carlo_projections
+    FOR ALL
+    USING (
+        portfolio_id IN (
+            SELECT id FROM portfolio_management.portfolios
+            WHERE user_id = current_setting('app.current_user_id', true)::UUID
+        )
+        OR goal_id IN (
+            SELECT id FROM portfolio_management.investment_goals
+            WHERE user_id = current_setting('app.current_user_id', true)::UUID
+        )
+    );
+
+-- Grants
+GRANT SELECT, INSERT, UPDATE, DELETE ON portfolio_management.portfolio_snapshots TO trading_app;
+GRANT SELECT, INSERT, UPDATE, DELETE ON portfolio_management.monte_carlo_projections TO trading_app;
+GRANT SELECT ON portfolio_management.portfolio_snapshots TO trading_readonly;
+GRANT SELECT ON portfolio_management.monte_carlo_projections TO trading_readonly;
+GRANT SELECT ON portfolio_management.v_monthly_performance TO trading_app;
+GRANT SELECT ON portfolio_management.v_latest_projections TO trading_app;
+GRANT EXECUTE ON FUNCTION portfolio_management.get_portfolio_performance TO trading_app;