Fix MWR calculation, align TWR/MWR conventions, add portfolio Markdown export for AI - #20
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- New portfolio_markdown_export service: renders the Copilot portfolio
snapshot (summary, positions, Doctor health, Monte Carlo, target
drift, PAC) plus a TWR/MWR performance table as plain Markdown.
- New GET /portfolios/{id}/export/markdown endpoint returning
text/markdown with a Content-Disposition attachment filename.
- Frontend: 'Esporta per AI' menu in the Portfolio page header with
copy-to-clipboard and .md download actions.
- Unit tests for the renderer and integration tests for the endpoint.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Dfocvsn4D46Kk3WRMeEeWY
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Summary
Nato da una verifica di correttezza del calcolo MWR, questo PR contiene tre blocchi di lavoro:
1. Fix del calcolo MWR (
performance_service.py)calculate_mwrincludeva come flusso a t=0 anche i movimenti datatistart, già compresi instart_value→ MWR sottostimato. Ora esclusi, coerentemente concalculate_twreget_mwr_timeseries.get_portfolio_value_at_datenon attribuisce alcun impatto cash ai trade, quindi le sottrazionicash_before/cash_in_periodtoglievano denaro mai presente nel valore (es. buy 1000 → 1200 dava MWR ≈ −93% invece di ≈ +20%). Rimosse.2. Allineamento convenzioni TWR ↔ MWR
MWRResult.mwr_pctè ora il rendimento di periodo cometwr_pct; il tasso annuo è esposto nel nuovo campomwr_annualized_pctsolo per periodi ≥ 365 giorni (specchio ditwr_annualized_pct).get_mwr_timeseriesriportano il rendimento cumulato da inizio periodo: grafico confrontabile con la serie TWR e stabile nei primi giorni.MWRResult, tooltip MWR aggiornato.3. Export Markdown del portafoglio per AI esterne
portfolio_markdown_export.py: renderizza lo snapshot del Copilot (riepilogo, posizioni, salute Doctor, Monte Carlo, target drift, PAC) più una tabella performance TWR/MWR in Markdown puro.GET /portfolios/{id}/export/markdown(text/markdown, filename di download, 404 uniforme)..md, pronto da incollare in ChatGPT/Claude/Gemini.Test
tsc --noEmit) pulito.🤖 Generated with Claude Code
https://claude.ai/code/session_01Dfocvsn4D46Kk3WRMeEeWY
Generated by Claude Code