Portfolio DCA Pro (Claude)

⚠ Live price unavailable — using avg buy price.

🔑 Please login to view your portfolio.

📊 Portfolio Overview

Total Invested

💵

—

Portfolio Value

📊

—

Floating PnL

🎯

—

Total Orders

🛒

—

Total Fees

💸

—

USDT

Best Asset

—

Worst Asset

📉

—

Avg/Day

📅

—

Allocation

💹 Floating PnL

📊 Cost vs Current Value

🗂 Asset Summary —

👆 Click row for detail

Symbol	Type	Rounds	Total Cost	Shares	Avg Buy	Live Price	Value	Realized	Unrealized	PnL	PnL %	Alloc

🔄 DCA Rounds per Asset —

Asset	Round	Date	Time	Shares	Avg Buy Price	Total Cost	Current Value	PnL	PnL %

📋 All Trades —

Round ↕	Date ↕	Symbol	Asset	Type	Avg Price	Shares	Trade Val	Fees	Total Cost	Live Price	Curr Value	PnL ↕	PnL %	Del

⚠ Use anon / public key only. Never enter service_role key in frontend.

1. Go to supabase.com → create project
2. Settings → API → copy Project URL and anon public key
3. Run the SQL schema below in your SQL Editor

Project URL

Anon (public) Key

📋 SQL Schema (run in Supabase SQL Editor) show/hide

create extension if not exists pgcrypto; create table if not exists public.dca_trades ( id uuid primary key default gen_random_uuid(), user_id uuid not null references auth.users(id) on delete cascade, round integer not null default 1 check (round > 0), bought_at timestamptz not null, symbol text not null, asset_name text not null default '', asset_type text not null default 'ETF' check (asset_type in ('ETF','Stock','Crypto','Other')), side text not null default 'Buy' check (side in ('Buy','Sell')), avg_price numeric(20,8) not null check (avg_price >= 0), shares numeric(24,10) not null check (shares >= 0), trade_value numeric(20,4) not null check (trade_value >= 0), fees numeric(20,4) not null default 0 check (fees >= 0), total_cost numeric(20,4) not null check (total_cost >= 0), order_id text default '', notes text default '', created_at timestamptz not null default now(), updated_at timestamptz not null default now() ); alter table public.dca_trades drop constraint if exists dca_trades_asset_type_check; alter table public.dca_trades add constraint dca_trades_asset_type_check check (asset_type in ('ETF','Stock','Crypto','Other')); create index if not exists dca_trades_user_symbol_idx on public.dca_trades(user_id, symbol); create index if not exists dca_trades_user_bought_at_idx on public.dca_trades(user_id, bought_at desc); create index if not exists dca_trades_user_symbol_round_idx on public.dca_trades(user_id, symbol, round); create unique index if not exists dca_trades_user_order_id_unique_idx on public.dca_trades(user_id, order_id) where order_id is not null and btrim(order_id) <> ''; alter table public.dca_trades enable row level security; create policy "Users can read own DCA trades" on public.dca_trades for select to authenticated using (auth.uid() = user_id); create policy "Users can insert own DCA trades" on public.dca_trades for insert to authenticated with check (auth.uid() = user_id); create policy "Users can update own DCA trades" on public.dca_trades for update to authenticated using (auth.uid() = user_id) with check (auth.uid() = user_id); create policy "Users can delete own DCA trades" on public.dca_trades for delete to authenticated using (auth.uid() = user_id);