18 lines
730 B
Plaintext
18 lines
730 B
Plaintext
feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests)
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Implements comprehensive portfolio state management:
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- Holding dataclass with long/short support and P&L calculations
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- CashBalance for multi-currency cash management
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- PortfolioState class with:
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- Real-time mark-to-market valuation
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- Multi-currency support with exchange rate conversion
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- Thread-safe state updates
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- Position tracking with average cost calculation
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- Portfolio snapshots for historical tracking
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- PriceProvider and ExchangeRateProvider protocols
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- Serialization/deserialization support
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🤖 Generated with [Claude Code](https://claude.com/claude-code)
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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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