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Feature/portfolio export#105

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ritik4ever merged 5 commits intoritik4ever:mainfrom
bandanadivya:feature/portfolio-export
Feb 25, 2026
Merged

Feature/portfolio export#105
ritik4ever merged 5 commits intoritik4ever:mainfrom
bandanadivya:feature/portfolio-export

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@bandanadivya
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Portfolio export (GDPR data portability)

Adds user-facing export of portfolio data in three formats for GDPR right-to-data and user control.

Backend

  • GET /api/portfolio/:id/export?format=json|csv|pdf (also under /api/v1)
  • JSON: Full portfolio + full rebalance history, exportedAt, portfolioId
  • CSV: Rebalance/transaction history (id, timestamp, trigger, trades, status, etc.)
  • PDF: Portfolio report (summary, allocations, balances, rebalance history table) via pdfkit
  • JWT-protected when enabled; responses are file downloads with timestamped filenames

Frontend

  • Dashboard: Export JSON / CSV / PDF when a real portfolio is loaded; demo mode keeps existing client-side CSV/JSON
  • Notifications: "Export your data" section with JSON, CSV, PDF when a portfolio is available

Acceptance

  • Users can export portfolio data from dashboard and notification settings
  • All three formats (JSON, CSV, PDF) work and download immediately
  • Exports include full history (and portfolio ID + timestamp) for GDPR compliance

closes #100

Anubhav Singh and others added 5 commits February 25, 2026 20:58
- Add GET /api/portfolio/:id/export?format=json|csv|pdf (and /api/v1/...)
- Export service: full portfolio + rebalance history, PDF report with pdfkit
- Dashboard: Export JSON/CSV/PDF when connected; demo keeps client-side CSV/JSON
- Notification settings: Export your data section with JSON/CSV/PDF
- Include timestamp and portfolio ID in all exports; downloads immediately
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@ritik4ever ritik4ever merged commit ad9fd66 into ritik4ever:main Feb 25, 2026
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Add portfolio data export functionality

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