rckrdmrd
a7cca885f0
Changes include: - Updated architecture documentation - Enhanced module definitions (OQI-001 to OQI-008) - ML integration documentation updates - Trading strategies documentation - Orchestration and inventory updates - Docker configuration updates 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
123 lines
5.7 KiB
Markdown
123 lines
5.7 KiB
Markdown
---
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id: "ET-PFM-001"
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title: "Arquitectura del Dashboard de Portfolio"
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type: "Technical Specification"
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status: "Done"
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priority: "Alta"
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epic: "OQI-008"
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project: "trading-platform"
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version: "1.0.0"
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created_date: "2025-12-05"
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updated_date: "2026-01-04"
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---
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# ET-PFM-001: Arquitectura del Dashboard de Portfolio
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**Épica:** OQI-008 - Portfolio Manager
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**Versión:** 1.0
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**Fecha:** 2025-12-05
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**Estado:** Planificado
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---
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## Arquitectura General
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ PORTFOLIO DASHBOARD │
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├─────────────────────────────────────────────────────────────────────────┤
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│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
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│ │ Summary Card │ │ Positions List │ │ Performance │ │
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│ │ Component │ │ Component │ │ Chart Component │ │
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│ └────────┬────────┘ └────────┬────────┘ └────────┬────────┘ │
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│ └────────────────────┴───────────────────┘ │
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│ │ │
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│ ┌─────────────────────────────┴─────────────────────────────────────┐ │
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│ │ Portfolio Store (Zustand) │ │
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│ │ - positions, summary, performance, alerts │ │
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│ └─────────────────────────────┬─────────────────────────────────────┘ │
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└────────────────────────────────┼────────────────────────────────────────┘
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│ API + WebSocket
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┌────────────────────────────────┼────────────────────────────────────────┐
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│ BACKEND │
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│ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ │
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│ │ PortfolioService│ │ PositionService │ │ MetricsService │ │
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│ └─────────────────┘ └─────────────────┘ └─────────────────┘ │
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│ │ │
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│ ┌─────────────────────────────┴─────────────────────────────────────┐ │
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│ │ PostgreSQL + Redis │ │
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│ └───────────────────────────────────────────────────────────────────┘ │
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└──────────────────────────────────────────────────────────────────────────┘
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```
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---
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## API Endpoints
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| Method | Endpoint | Descripción |
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|--------|----------|-------------|
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| GET | `/api/portfolio` | Resumen del portfolio |
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| GET | `/api/portfolio/positions` | Lista de posiciones |
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| GET | `/api/portfolio/performance` | Datos de rendimiento |
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| GET | `/api/portfolio/history` | Historial de valor |
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| WS | `/portfolio` | Updates en tiempo real |
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---
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## Modelos de Datos
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### Portfolio Summary
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```typescript
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interface PortfolioSummary {
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totalValue: number;
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totalCost: number;
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totalPnL: number;
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totalPnLPercent: number;
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dayPnL: number;
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dayPnLPercent: number;
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cash: number;
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investedValue: number;
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positionsCount: number;
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}
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```
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### Position
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```typescript
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interface Position {
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id: string;
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symbol: string;
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name: string;
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quantity: number;
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avgCost: number;
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currentPrice: number;
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marketValue: number;
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costBasis: number;
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pnl: number;
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pnlPercent: number;
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dayChange: number;
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dayChangePercent: number;
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weight: number; // % del portfolio
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assetType: 'stock' | 'crypto' | 'etf' | 'bond';
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}
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```
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---
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## WebSocket Events
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| Event | Payload | Descripción |
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|-------|---------|-------------|
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| `portfolio:update` | `PortfolioSummary` | Actualización de resumen |
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| `position:update` | `Position` | Actualización de posición |
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| `price:update` | `{symbol, price}` | Precio actualizado |
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---
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## Referencias
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- [RF-PFM-001: Dashboard de Portfolio](../requerimientos/RF-PFM-001-dashboard-portfolio.md)
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---
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*Especificación técnica - Sistema NEXUS*
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