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Co-authored-by: canstralian <8595080+canstralian@users.noreply.github.com>
…nality Co-authored-by: canstralian <8595080+canstralian@users.noreply.github.com>
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Pull Request Overview
This PR transforms the DCAlytics repository from documentation-only into a fully functional Bitcoin Dollar-Cost Averaging (DCA) trading simulation platform with both FastAPI backend and responsive web frontend.
Key Changes:
- Complete FastAPI backend implementation with DCA trading engine, portfolio tracking, and performance metrics calculation
- Responsive web dashboard using TailwindCSS and Chart.js for strategy configuration and visualization
- Alternative Streamlit frontend for simplified interface
Reviewed Changes
Copilot reviewed 13 out of 14 changed files in this pull request and generated 7 comments.
Show a summary per file
| File | Description |
|---|---|
| backend/main.py | FastAPI application with REST endpoints for simulations, BTC price data, and health checks |
| backend/models.py | Pydantic data models for DCA strategies, trades, portfolio snapshots, and simulation results |
| backend/trading_engine.py | Core trading logic implementing DCA calculations, portfolio tracking, and performance metrics |
| backend/requirements.txt | Python dependencies for FastAPI, data processing, and HTTP clients |
| frontend/index.html | Main dashboard HTML with configuration forms and chart containers |
| frontend/scripts.js | JavaScript client for API interaction, chart rendering, and UI updates |
| frontend/styles.css | Custom CSS for dark theme, animations, and responsive design |
| frontend/app.py | Streamlit alternative frontend with interactive widgets |
| config.yaml | Application configuration for API, trading, hedging, and logging settings |
| .env.example | Environment variable template for API keys and configuration |
| .gitignore | Standard Python/Node.js ignore patterns plus application-specific exclusions |
| docs/API.md | Complete API documentation with endpoint specifications and examples |
| data/sample_btc_data.csv | Sample BTC price data structure for reference |
| logs/README.md | Documentation for log file rotation and storage |
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| final_value = portfolio_history[-1].total_value | ||
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| # Total return | ||
| total_return = (final_value - initial_value) / initial_value * 100 |
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Division by zero possible when initial_value is 0. Although line 163 sets a fallback of 1, this only happens when portfolio_history[0].total_invested is falsy. If total_invested is 0, initial_value becomes 0, causing a division error. Guard against this case explicitly.
| initial_value = portfolio_history[0].total_invested or 1 | ||
| final_value = portfolio_history[-1].total_value | ||
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| # Total return | ||
| total_return = (final_value - initial_value) / initial_value * 100 | ||
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| # Annualized return | ||
| days = (strategy.end_date - strategy.start_date).days | ||
| years = days / 365.25 | ||
| annualized_return = ((final_value / initial_value) ** (1 / years) - 1) * 100 if years > 0 else 0 | ||
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Division by zero risk: if initial_value is 0, the calculation will fail. The years > 0 check protects against zero division by years, but not by initial_value.
| initial_value = portfolio_history[0].total_invested or 1 | |
| final_value = portfolio_history[-1].total_value | |
| # Total return | |
| total_return = (final_value - initial_value) / initial_value * 100 | |
| # Annualized return | |
| days = (strategy.end_date - strategy.start_date).days | |
| years = days / 365.25 | |
| annualized_return = ((final_value / initial_value) ** (1 / years) - 1) * 100 if years > 0 else 0 | |
| initial_value = portfolio_history[0].total_invested | |
| final_value = portfolio_history[-1].total_value | |
| # Total return and annualized return | |
| if initial_value == 0: | |
| total_return = 0 | |
| annualized_return = 0 | |
| else: | |
| total_return = (final_value - initial_value) / initial_value * 100 | |
| days = (strategy.end_date - strategy.start_date).days | |
| years = days / 365.25 | |
| annualized_return = ((final_value / initial_value) ** (1 / years) - 1) * 100 if years > 0 else 0 | |
| const endDate = new Date(result.strategy.end_date); | ||
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| const response = await fetch( | ||
| `${this.apiBaseUrl}/api/btc-price?start_date=${startDate.toISOString()}&end_date=${endDate.toISOString()}&limit=1000` |
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[nitpick] The hardcoded limit of 1000 should be extracted as a named constant at the class level for better maintainability.
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| class StreamlitDCAlytics: | ||
| def __init__(self): | ||
| self.api_base = "http://localhost:8000" # Adjust as needed |
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The hardcoded API base URL should be configurable via environment variable or configuration file to support different deployment environments.
| btc_price: | ||
| start_price: 7000 # Starting price for simulation | ||
| volatility: 0.04 # Daily volatility (4%) | ||
| trend: 0.001 # Daily trend (0.1%) |
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[nitpick] The comment on line 29 states '0.1%' but the value is 0.001 which represents 0.1%, not 1%. While technically correct, this could be clearer as '(0.1% or 0.001)' to avoid confusion.
| trend: 0.001 # Daily trend (0.1%) | |
| trend: 0.001 # Daily trend (0.1% or 0.001) |
| setTimeout(() => { | ||
| if (errorDiv.parentNode) { | ||
| errorDiv.parentNode.removeChild(errorDiv); | ||
| } | ||
| }, 5000); |
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[nitpick] The timeout duration of 5000ms should be extracted as a named constant (e.g., ERROR_DISPLAY_DURATION) for better maintainability.
| # Simulate BTC price evolution with some volatility | ||
| np.random.seed(42) | ||
| initial_price = 7000 | ||
| returns = np.random.normal(0.001, 0.04, len(dates)) # ~0.1% daily return, 4% volatility |
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[nitpick] The comment states '0.1% daily return' but 0.001 is actually exactly 0.1%, not approximate. Consider removing the '' symbol for accuracy.
| returns = np.random.normal(0.001, 0.04, len(dates)) # ~0.1% daily return, 4% volatility | |
| returns = np.random.normal(0.001, 0.04, len(dates)) # 0.1% daily return, 4% volatility |
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| initial_value = portfolio_history[0].total_invested or 1 | ||
| final_value = portfolio_history[-1].total_value | ||
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| # Total return | ||
| total_return = (final_value - initial_value) / initial_value * 100 | ||
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| # Annualized return | ||
| days = (strategy.end_date - strategy.start_date).days | ||
| years = days / 365.25 | ||
| annualized_return = ((final_value / initial_value) ** (1 / years) - 1) * 100 if years > 0 else 0 | ||
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The total and annualized return calculations divide by portfolio_history[0].total_invested, which is only the amount invested on the very first DCA date. Any subsequent contributions are treated as gains, so a strategy that merely breaks even after many deposits will be reported as hundreds of percent profit. The denominator should reflect the full capital contributed (e.g. the final snapshot’s total_invested) so that performance metrics are meaningful for multi-period DCA strategies.
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| <link rel="stylesheet" href="styles.css"> | ||
| <link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.0.0/css/all.min.css" rel="stylesheet"> | ||
| </head> | ||
| <body class="bg-gray-900 text-white"> | ||
| <!-- Header --> | ||
| <header class="bg-gray-800 shadow-lg"> | ||
| <div class="container mx-auto px-6 py-4"> | ||
| <div class="flex items-center justify-between"> | ||
| <div class="flex items-center"> | ||
| <i class="fas fa-chart-line text-orange-500 text-2xl mr-3"></i> | ||
| <h1 class="text-xl font-bold text-white">DCAlytics</h1> | ||
| </div> | ||
| <div class="text-sm text-gray-300"> | ||
| <span id="current-btc-price">Loading BTC price...</span> | ||
| </div> | ||
| </div> | ||
| </div> | ||
| </header> | ||
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| <!-- Main Content --> | ||
| <main class="container mx-auto px-6 py-8"> | ||
| <!-- Hero Section --> | ||
| <div class="text-center mb-12"> | ||
| <h2 class="text-4xl font-bold mb-4 bg-gradient-to-r from-orange-400 to-yellow-400 bg-clip-text text-transparent"> | ||
| Smart, Hedged BTC Investing Made Simple | ||
| </h2> | ||
| <p class="text-xl text-gray-300 mb-8"> | ||
| Optimize your Bitcoin investments with dynamic dollar-cost averaging and risk-managed hedging strategies | ||
| </p> | ||
| </div> | ||
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| <!-- Strategy Configuration --> | ||
| <div class="grid lg:grid-cols-2 gap-8 mb-8"> | ||
| <!-- Configuration Panel --> | ||
| <div class="bg-gray-800 rounded-lg p-6 shadow-xl"> | ||
| <h3 class="text-2xl font-semibold mb-6 flex items-center"> | ||
| <i class="fas fa-cogs mr-3 text-orange-500"></i> | ||
| Strategy Configuration | ||
| </h3> | ||
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| <form id="strategy-form"> | ||
| <div class="space-y-6"> | ||
| <!-- Investment Amount --> | ||
| <div> | ||
| <label class="block text-sm font-medium text-gray-300 mb-2"> | ||
| Investment Amount (USD) | ||
| </label> | ||
| <input type="number" id="investment-amount" value="100" min="1" step="1" | ||
| class="w-full px-4 py-2 bg-gray-700 border border-gray-600 rounded-lg focus:ring-2 focus:ring-orange-500 focus:border-transparent"> | ||
| </div> | ||
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| <!-- DCA Frequency --> | ||
| <div> | ||
| <label class="block text-sm font-medium text-gray-300 mb-2"> | ||
| DCA Frequency (days) | ||
| </label> | ||
| <select id="frequency-days" class="w-full px-4 py-2 bg-gray-700 border border-gray-600 rounded-lg focus:ring-2 focus:ring-orange-500"> | ||
| <option value="1">Daily</option> | ||
| <option value="7" selected>Weekly</option> | ||
| <option value="14">Bi-weekly</option> | ||
| <option value="30">Monthly</option> | ||
| </select> | ||
| </div> | ||
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| <!-- Hedge Percentage --> | ||
| <div> | ||
| <label class="block text-sm font-medium text-gray-300 mb-2"> | ||
| Hedge Percentage: <span id="hedge-percentage-display">10%</span> | ||
| </label> | ||
| <input type="range" id="hedge-percentage" min="0" max="50" value="10" step="1" | ||
| class="w-full h-2 bg-gray-700 rounded-lg appearance-none cursor-pointer slider"> | ||
| </div> | ||
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| <!-- Time Period --> | ||
| <div class="grid grid-cols-2 gap-4"> | ||
| <div> | ||
| <label class="block text-sm font-medium text-gray-300 mb-2">Start Date</label> | ||
| <input type="date" id="start-date" | ||
| class="w-full px-4 py-2 bg-gray-700 border border-gray-600 rounded-lg focus:ring-2 focus:ring-orange-500"> | ||
| </div> | ||
| <div> | ||
| <label class="block text-sm font-medium text-gray-300 mb-2">End Date</label> | ||
| <input type="date" id="end-date" | ||
| class="w-full px-4 py-2 bg-gray-700 border border-gray-600 rounded-lg focus:ring-2 focus:ring-orange-500"> | ||
| </div> | ||
| </div> | ||
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| <!-- Run Simulation Button --> | ||
| <button type="submit" id="run-simulation" | ||
| class="w-full bg-gradient-to-r from-orange-500 to-yellow-500 text-white font-bold py-3 px-6 rounded-lg hover:from-orange-600 hover:to-yellow-600 transition duration-300 flex items-center justify-center"> | ||
| <i class="fas fa-play mr-2"></i> | ||
| Run Simulation | ||
| </button> | ||
| </div> | ||
| </form> | ||
| </div> | ||
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| <!-- Quick Stats --> | ||
| <div class="bg-gray-800 rounded-lg p-6 shadow-xl"> | ||
| <h3 class="text-2xl font-semibold mb-6 flex items-center"> | ||
| <i class="fas fa-chart-bar mr-3 text-green-500"></i> | ||
| Performance Metrics | ||
| </h3> | ||
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| <div class="grid grid-cols-2 gap-4"> | ||
| <div class="bg-gray-700 rounded-lg p-4 text-center"> | ||
| <div class="text-2xl font-bold text-green-400" id="total-return">-</div> | ||
| <div class="text-sm text-gray-400">Total Return</div> | ||
| </div> | ||
| <div class="bg-gray-700 rounded-lg p-4 text-center"> | ||
| <div class="text-2xl font-bold text-blue-400" id="annualized-return">-</div> | ||
| <div class="text-sm text-gray-400">Annualized Return</div> | ||
| </div> | ||
| <div class="bg-gray-700 rounded-lg p-4 text-center"> | ||
| <div class="text-2xl font-bold text-red-400" id="max-drawdown">-</div> | ||
| <div class="text-sm text-gray-400">Max Drawdown</div> | ||
| </div> | ||
| <div class="bg-gray-700 rounded-lg p-4 text-center"> | ||
| <div class="text-2xl font-bold text-purple-400" id="sharpe-ratio">-</div> | ||
| <div class="text-sm text-gray-400">Sharpe Ratio</div> | ||
| </div> | ||
| </div> | ||
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| <div class="mt-6 bg-gray-700 rounded-lg p-4"> | ||
| <h4 class="font-semibold mb-2">Portfolio Summary</h4> | ||
| <div class="space-y-2 text-sm"> | ||
| <div class="flex justify-between"> | ||
| <span>Total Invested:</span> | ||
| <span id="total-invested" class="text-gray-300">-</span> | ||
| </div> | ||
| <div class="flex justify-between"> | ||
| <span>BTC Holdings:</span> | ||
| <span id="btc-holdings" class="text-orange-400">-</span> | ||
| </div> | ||
| <div class="flex justify-between"> | ||
| <span>Portfolio Value:</span> | ||
| <span id="portfolio-value" class="text-green-400">-</span> | ||
| </div> | ||
| </div> | ||
| </div> | ||
| </div> | ||
| </div> | ||
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| <!-- Charts Section --> | ||
| <div class="space-y-8"> | ||
| <!-- Portfolio Value Chart --> | ||
| <div class="bg-gray-800 rounded-lg p-6 shadow-xl"> | ||
| <h3 class="text-xl font-semibold mb-4 flex items-center"> | ||
| <i class="fas fa-line-chart mr-3 text-blue-500"></i> | ||
| Portfolio Value Over Time | ||
| </h3> | ||
| <div class="h-96"> | ||
| <canvas id="portfolio-chart"></canvas> | ||
| </div> | ||
| </div> | ||
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| <!-- BTC Price Chart --> | ||
| <div class="bg-gray-800 rounded-lg p-6 shadow-xl"> | ||
| <h3 class="text-xl font-semibold mb-4 flex items-center"> | ||
| <i class="fas fa-bitcoin mr-3 text-orange-500"></i> | ||
| BTC Price Evolution | ||
| </h3> | ||
| <div class="h-96"> | ||
| <canvas id="btc-price-chart"></canvas> | ||
| </div> | ||
| </div> | ||
| </div> | ||
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| <!-- Loading Overlay --> | ||
| <div id="loading-overlay" class="fixed inset-0 bg-black bg-opacity-50 flex items-center justify-center z-50 hidden"> | ||
| <div class="bg-gray-800 rounded-lg p-8 text-center"> | ||
| <i class="fas fa-spinner fa-spin text-4xl text-orange-500 mb-4"></i> | ||
| <div class="text-xl">Running Simulation...</div> | ||
| <div class="text-sm text-gray-400 mt-2">This may take a few moments</div> | ||
| </div> | ||
| </div> | ||
| </main> | ||
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| <!-- Footer --> | ||
| <footer class="bg-gray-800 mt-16"> | ||
| <div class="container mx-auto px-6 py-8"> | ||
| <div class="text-center text-gray-400"> | ||
| <p>© 2024 DCAlytics. Smart BTC investing made simple.</p> | ||
| <p class="mt-2 text-sm"> | ||
| <i class="fas fa-exclamation-triangle mr-1"></i> | ||
| This is for educational purposes only. Not financial advice. | ||
| </p> | ||
| </div> | ||
| </div> | ||
| </footer> | ||
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| <script src="scripts.js"></script> |
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The dashboard HTML links to styles.css and scripts.js relative to /, but the FastAPI app mounts the frontend directory under /static. Requests for /styles.css or /scripts.js therefore have no matching route and the CSS/JS never load, leaving the UI unstyled and the simulation form non-functional. The asset URLs should include the /static/ prefix or be served at the root path.
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This PR transforms the repository from just documentation into a fully functional Bitcoin Dollar-Cost Averaging (DCA) trading simulation platform. The implementation provides everything described in the README.md specification.
What's Implemented
Complete FastAPI Backend
Responsive Web Frontend
Additional Features
Key Functionality
Users can now:
Technical Details
The trading engine generates realistic BTC price data with configurable volatility and implements hedging through simulated short positions. The system calculates portfolio snapshots over time, tracking total invested amounts, BTC holdings, hedge positions, and unrealized P&L.
The API is fully CORS-enabled and designed for production deployment, with proper error handling and validation. The frontend gracefully handles loading states and provides intuitive user feedback.
Testing
All components have been thoroughly tested:
Usage
This implementation delivers on all promises made in the README, providing a professional-grade platform for Bitcoin DCA strategy analysis and optimization.
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