Hedge Sprint 1: Portfolio Tracker + 401K Screener - COMPLETE

Hedge Sprint 1 Backend Complete (2026-02-18)

Database Changes (bthjgwuzkwqtodbxpufw)

• Added asset_class column to screener_stocks (stock/etf/401k_fund)
• Created fund_substitutes: maps fund->substitute ticker (target_date_series, similar_index, similar_category)
• Created portfolios: user_id, name, account_type (schwab_ira/schwab_regular/vanguard_401k)
• Created portfolio_positions: ticker, shares, cost_basis (per share), acquired_date
• Created portfolio_transactions: action (buy/sell), shares, price, total_value (generated col), executed_at, recommended_by
• Seeded 31 Vanguard fund substitute mappings

New API Endpoints

• GET/POST /api/portfolios - CRUD portfolios
• GET /api/funds/vanguard - 19 Vanguard 401K funds grouped by category
• GET/POST /api/positions - P&L calc via screener_stocks price cache
• POST /api/transactions/check - pre-flight 30-day rule check
• POST /api/transactions - logs trade, blocks with 409+alternatives if 30-day rule applies

30-Day Rule Engine

• Blocks rebuy within 30 days of selling same fund
• Returns HTTP 409 with fund alternatives on block
• force=true bypasses with warning
• Auto-updates positions: weighted avg cost basis on buy, delete on full sell

Commit: cfd1a97 on widerwings-inc/hedge main