← ClaudeAtlas

migration-trackerlisted

Context for ongoing migration from old Portfolio Buddy app. Use when: fixing bugs, adding migrated features, checking feature parity, or understanding why certain code exists. Contains list of 40 features being migrated and known issues.
aiskillstore/marketplace · ★ 329 · API & Backend · score 79
Install: claude install-skill aiskillstore/marketplace
# Portfolio Buddy 2 - Migration Tracker ## Migration Status: 40 Features ### ✅ Completed (36/40 - 90%) Core features migrated and working: - CSV upload and parsing with PapaParse - Supabase storage integration - Basic metrics calculation (Sharpe, Max DD, CAGR, Win Rate, etc.) - **Sortino Ratio** (completed commits 258ba3a, 9f25040) - **Risk-free rate input** (completed commit 258ba3a) - Asset correlation matrix (Spearman & Pearson) - Portfolio comparison charts (Chart.js) - Equity curve visualization - Responsive UI with Tailwind CSS - shadcn/ui color system integration - **Date range filtering** (completed commit 258ba3a) - **Contract multipliers for futures** (useContractMultipliers hook) - **Advanced multi-column sorting** (useSorting hook) - Error handling and validation - File upload progress tracking - Multiple file management - **Database Integration** (Nov 16, 2025) - PRODUCTION READY ✓ - Python script uploads trades automatically ✓ - New database schema (portfolios, strategies, trades) ✓ - Frontend database fetch ✓ (commits c4fa57c through ee7cec8) - Dual CSV/Database support ✓ - Format auto-detection (1-row vs 2-row) ✓ - User tested and verified ✓ - Merged to main and deployed ✓ - **See:** `dev-docs/supabase-migration-plan.md` ### 🚧 In Progress (3/40) 1. **Advanced filtering** - Partial implementation - Date filtering complete ✓ - Symbol filtering needed - Strategy filtering needed 2. **Export functionality** - CSV export only - Exce