Portfolio Quotes API & 樂活五線譜

Real-time US/TW stock quotes, options P&L, net worth tracking, and Happy Five Lines technical analysis.

Production: https://stock.cwithb.com

Features

• Portfolio Dashboard — US/TW stocks, options positions with P&L, bonds, loans
• Net Worth — Full asset/liability overview in USD and TWD
• 樂活五線譜 — Linear regression ± σ bands with buy/sell signals
• 樂活通道 — 20-week Bollinger channel (SMA ± 1σ)
• Financial Analysis — Huang Kuo-Hua method (TW) / Fundamental analysis (US)
• Trade Journal — Record and review trades with win/loss tracking
• MCP Server — Remote MCP endpoint for Claude integration (OAuth 2.1 + PKCE)
• Stock Screener — Batch screening for TW/US markets

Architecture

Notion (portfolio data) → FastAPI on Vercel → MCP Server → Claude
                                ↕
                    Yahoo Finance (pricing)
                    FinMind API (TW financials)

Quick Start

pip install -r requirements.txt

# Run tests (unit + BDD)
python3 -m pytest tests/ -v

# Deploy
vercel --prod

API Endpoints

Endpoint	Description
GET /api/health	Health check
GET /api/fx	USD/TWD exchange rate
GET /api/quote/{ticker}	Single stock quote
GET /api/stocks/us	US stock positions + P&L
GET /api/stocks/tw	TW stock positions + P&L
GET /api/options	Options positions + actions
GET /api/networth	Net worth overview
GET /api/bonds	Bond holdings
GET /api/loans	Loan balances
GET /api/trades	Trade journal (filterable)
POST /api/trades	Add trade record
GET /api/financial/analyze/{ticker}	Financial analysis
GET /api/fivelines/{ticker}	Five lines analysis
POST /mcp	Remote MCP endpoint

Web Pages

Path	Description
/	Portfolio dashboard
/fivelines	樂活五線譜 interactive chart
/portfolio	Google-auth portfolio view

Environment Variables

Variable	Description
NOTION_API_KEY	Notion integration token
NOTION_US_STOCKS_DB	Notion US stocks database ID
NOTION_TW_STOCKS_DB	Notion TW stocks database ID
NOTION_OPTIONS_DB	Notion options database ID
NOTION_BONDS_DB	Notion bonds database ID
NOTION_LOANS_DB	Notion loans database ID
NOTION_TRADES_DB	Notion trades database ID
FINANCIAL_API_KEY	API key for protected endpoints
OAUTH_CLIENT_SECRET	OAuth client secret for MCP
FINMIND_TOKEN	FinMind API token (TW financials)
GOOGLE_CLIENT_ID	Google OAuth client ID

Tech Stack

• Backend: Python, FastAPI, httpx, numpy
• Frontend: Chart.js + chartjs-plugin-zoom
• Data: Notion API, Yahoo Finance, FinMind
• Deploy: Vercel (serverless)
• Integration: MCP Server (OAuth 2.1 + PKCE)