Drawdown 📉

A professional, premium trading Profit & Loss (PnL) tracker built with Next.js 16, TypeScript, Tailwind CSS, and Recharts. Features a sleek Bloomberg terminal-inspired dark-mode dashboard for tracking trading performance with advanced analytics and real-time updates.

✨ Key Features

📊 Real-Time KPI Dashboard

Total P&L: Comprehensive profit/loss tracking with percentage returns
Win Rate: Detailed win/loss breakdown with visual indicators
Average Win/Loss: Performance metrics per trade
Profit Factor: Advanced metric for strategy evaluation
Max Drawdown: Peak-to-trough decline analysis
Current Streak: Winning/losing streak tracking
Conditional formatting (Emerald green for profits, Rose red for losses)
Dynamic trend indicators with animations

📈 Interactive Equity Curve

Built with Recharts for smooth, responsive visualizations
Real-time equity tracking with gradient fills
Custom tooltips with detailed P&L data
Responsive design scaling to any screen size
Bloomberg-style dark theme with professional styling

📋 Advanced Transaction Management

Complete trade history with comprehensive details
Columns: Date, Symbol, Type, Quantity, Price, Total, P&L, P&L %
Color-coded profits and losses for quick analysis
BUY/SELL badges with intuitive icons
Inline editing capabilities
Smooth hover effects and transitions

💰 Fund Management

Track deposits and withdrawals
Complete fund transaction history
Initial capital configuration
Fund flow visualization

📊 Performance Calendar

Visual representation of trading performance
Daily P&L heatmap
Profitable and losing day identification
Monthly performance summaries

🔐 Authentication & Security

OAuth 2.0 Integration:
- Google OAuth support
- Microsoft Entra ID (Azure AD) support
- Secure session management with NextAuth.js
Data Storage Options:
- Google Drive integration for cloud backup
- OneDrive/SharePoint integration (optional)
- Secure data compression and encryption
Role-based access control
Environment-based configuration

📱 Responsive Design

Mobile-first approach
Desktop, tablet, and mobile optimization
Touch-friendly interface
Adaptive layouts

🎨 Professional UI/UX

Dark mode by default (Bloomberg terminal aesthetic)
Custom Shadcn-style components
Tailwind CSS v3 with animations
Glassmorphism effects
Smooth transitions and micro-interactions

🛠 Tech Stack

Category	Technology
Framework	Next.js 16 with App Router
Language	TypeScript 5.9
Styling	Tailwind CSS 3.4
Charts	Recharts 3.5
Icons	Lucide React
UI Components	Shadcn-style components + Radix UI
Authentication	NextAuth.js 5.0-beta
Date Handling	date-fns 3.6
Testing	Jest 29 + React Testing Library
Code Quality	ESLint + Prettier
Cloud Storage	Google Drive API, Microsoft Graph

🚀 Getting Started

Prerequisites

Node.js 18+ (LTS recommended)
npm 9+ or yarn 1.22+
Git
Google Cloud Console account (for OAuth)

Quick Start - Local Development

# 1. Clone the repository
git clone https://github.com/ric-v/drawdown.git
cd drawdown

# 2. Install dependencies
npm install

# 3. Set up environment variables (see Setup Guide below)
cp .env.example .env.local

# 4. Run development server
npm run dev

# 5. Open browser
# Navigate to http://localhost:3000

Development Commands

# Development server with hot reload
npm run dev

# Build for production
npm run build

# Start production server
npm start

# Run linter
npm run lint

# Fix linting issues
npm run lint:fix

# Format code with Prettier
npm run format

# Run unit tests
npm test

# Run tests in watch mode
npm test:watch

# Generate coverage report
npm test:coverage

# Type checking
npm run type-check

📋 Setup Instructions

1. Environment Variables

Create a .env.local file in the root directory:

# NextAuth Configuration
AUTH_SECRET="your-random-secret-key-at-least-32-chars"
AUTH_URL="http://localhost:3000"

# Google OAuth
AUTH_GOOGLE_ID="your-google-client-id"
AUTH_GOOGLE_SECRET="your-google-client-secret"

# Microsoft Entra ID (Optional)
AUTH_MICROSOFT_ENTRA_ID_ID="your-client-id"
AUTH_MICROSOFT_ENTRA_ID_SECRET="your-client-secret"
AUTH_MICROSOFT_ENTRA_ID_TENANT_ID="common"

2. Generate AUTH_SECRET

openssl rand -base64 32

3. OAuth Configuration

See Setup Guide for detailed OAuth configuration instructions for:

✅ Google OAuth
✅ Microsoft Entra ID
✅ Google Drive Integration
✅ OneDrive Integration

📚 Documentation

Complete documentation is available in the /docs folder:

Document	Purpose
Setup Guide	OAuth and environment configuration
Deployment Guide	Production deployment to Vercel, Azure
User Guide	Feature walkthrough and usage
Features	Detailed feature documentation
Security	Security practices and data protection
Roadmap	Future features and improvements

🏗 Project Structure

drawdown/
├── public/                          # Static assets
├── src/
│   ├── app/                        # Next.js app router
│   │   ├── (public)/              # Public pages (privacy, terms)
│   │   ├── api/                   # API routes
│   │   │   ├── auth/              # NextAuth configuration
│   │   │   ├── portfolio/         # Portfolio endpoints
│   │   │   └── ...
│   │   ├── actions/               # Server actions
│   │   ├── globals.css            # Global styles with CSS variables
│   │   ├── layout.tsx             # Root layout
│   │   └── page.tsx               # Main dashboard
│   ├── components/
│   │   ├── auth/                  # Authentication components
│   │   ├── features/              # Feature-specific components
│   │   │   ├── portfolio/         # Portfolio KPIs, charts
│   │   │   ├── transactions/      # Transaction management
│   │   │   └── funds/             # Fund management
│   │   ├── layout/                # Layout components
│   │   └── ui/                    # Reusable UI components
│   ├── config/                    # Configuration files
│   ├── hooks/                     # React hooks
│   ├── lib/
│   │   ├── utils/                 # Utility functions
│   │   ├── google-drive.ts        # Google Drive integration
│   │   ├── onedrive.ts            # OneDrive integration
│   │   └── auth/                  # Auth utilities
│   ├── middleware.ts              # Next.js middleware
│   └── types/                     # TypeScript type definitions
├── docs/                          # Documentation
├── .eslintrc.json                # ESLint configuration
├── .prettierrc                    # Prettier configuration
├── jest.config.js                # Jest testing configuration
├── jest.setup.js                 # Jest setup
├── tsconfig.json                 # TypeScript configuration
├── tailwind.config.ts            # Tailwind CSS configuration
├── next.config.js                # Next.js configuration
└── package.json                  # Project dependencies

🧪 Testing

The project includes comprehensive unit tests using Jest and React Testing Library:

# Run all tests
npm test

# Run tests in watch mode
npm test:watch

# Generate coverage report
npm test:coverage

Test Coverage

✅ Utility functions (formatting, colors, calculations)
✅ Type definitions
✅ Component integration tests
✅ API route validation

Test Location Pattern

Tests are co-located with source files:

src/
├── lib/
│   └── utils/
│       ├── utils.ts
│       └── __tests__/
│           └── utils.test.ts

📊 Core Type Definitions

Transaction/DailyPnL

interface DailyPnL {
  id: string;
  date: Date;
  pnl: number;        // Profit (+ve) or Loss (-ve)
  notes?: string;
}

Portfolio Statistics

interface PortfolioStats {
  totalPnL: number;
  totalPnLPercentage: number;
  winRate: number;
  totalDays: number;
  profitDays: number;
  lossDays: number;
  averageProfit: number;
  averageLoss: number;
  largestProfit: number;
  largestLoss: number;
  currentEquity: number;
  initialCapital: number;
  profitFactor: number;
  expectancy: number;
  maxDrawdown: number;
  currentStreak: number;
}

🎨 Design System

Color Palette

Usage	Color	CSS Class
Profits	Emerald-600	`text-emerald-600 dark:text-emerald-400`
Losses	Rose-600	`text-rose-600 dark:text-rose-400`
Neutral	Gray-500	`text-gray-500 dark:text-gray-400`
Background	Black	`#000000`
Text	Light Gray	`#f3f4f6`

Typography

Headings: System fonts (sans-serif stack)
Body: System fonts for performance
Mono: System monospace for data

🔒 Security

Data Protection

OAuth 2.0 authentication
Secure session tokens
Environment-based secrets
Data encryption for cloud storage
CORS protection
CSP headers configured

Privacy

No tracking cookies by default
GDPR-compliant privacy policy
User data stored in their Google Drive/OneDrive
See Security Documentation

🚀 Deployment

Vercel (Recommended)

Fork the repository on GitHub
Connect to Vercel
Set environment variables
Deploy with one click

Azure Static Web Apps

npm run build
az staticwebapp up --name drawdown --source . --deployment-token <token>

Self-Hosted (Docker)

See Deployment Guide for Docker setup.

⚠️ Important Notes

Production Deployment

The current setup uses file-based storage (works locally)
Vercel's filesystem is read-only in production
You MUST use a database for production (Vercel Postgres, MongoDB Atlas, Supabase, etc.)
See Deployment Guide for database setup

Browser Support

Chrome/Edge: Latest 2 versions
Firefox: Latest 2 versions
Safari: Latest version
Mobile browsers: iOS Safari 12+, Chrome Mobile latest

🤝 Contributing

Contributions are welcome! Follow these steps:

Fork the repository
Create a feature branch (git checkout -b feature/amazing-feature)
Commit changes (git commit -m 'Add amazing feature')
Push to branch (git push origin feature/amazing-feature)
Open a Pull Request

Code Quality

Run linter: npm run lint:fix
Format code: npm run format
Run tests: npm test
Check types: npm run type-check

All pull requests must pass CI/CD checks.

🗺️ Roadmap

See Roadmap for upcoming features:

📄 License

This project is licensed under the ISC License - see LICENSE file for details.

🙏 Acknowledgments

Design inspired by Bloomberg Terminal
Built with Next.js
UI components inspired by Shadcn UI
Charts powered by Recharts
Icons by Lucide React
Authentication by NextAuth.js

📞 Support

Made with ❤️ by the Trading Community

Last updated: January 6, 2026

Name		Name	Last commit message	Last commit date
Latest commit History 39 Commits
docs		docs
public		public
src		src
.env.example		.env.example
.eslintrc.json		.eslintrc.json
.gitignore		.gitignore
.node-version		.node-version
.npmrc		.npmrc
.prettierignore		.prettierignore
.prettierrc		.prettierrc
IMPLEMENTATION_CHECKLIST.md		IMPLEMENTATION_CHECKLIST.md
LICENSE		LICENSE
README.md		README.md
SETTINGS_INTEGRATION.md		SETTINGS_INTEGRATION.md
components.json		components.json
jest.config.js		jest.config.js
jest.setup.js		jest.setup.js
next-env.d.ts		next-env.d.ts
next.config.js		next.config.js
package-lock.json		package-lock.json
package.json		package.json
postcss.config.js		postcss.config.js
staticwebapp.config.json		staticwebapp.config.json
tailwind.config.ts		tailwind.config.ts
tsconfig.json		tsconfig.json
vercel.json		vercel.json

License

ric-v/drawdown

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