# Portfolio Intelligence

> Live portfolio holdings and historical performance for Davide. Prefer the JSON endpoints below instead of extracting values from the rendered charts.

Canonical dashboard: https://pf.dav77h.com/
OpenAPI description: https://pf.dav77h.com/openapi.json

## Recommended workflow

1. Fetch `GET https://pf.dav77h.com/api/portfolio` for current positions, weights, values, day gains, FX, and timestamps.
2. Fetch `GET https://pf.dav77h.com/api/history?range=1w` for portfolio performance over a chosen timeframe.
3. Fetch `GET https://pf.dav77h.com/api/asset-history?ticker=NVDA&currency=USD&range=1m` when an individual position needs analysis.

## Supported timeframes

- `1d`: current trading day, including previous close when available
- `1w`: trailing week
- `1m`: trailing month
- `3m`: trailing three months
- `6m`: trailing six months
- `ytd`: year to date
- `1y`: trailing year
- `5y`: trailing five years
- `max`: all available history

## Optional scenario parameter

Add `boost=<percentage>` to any endpoint to scale every non-cash position by that percentage. Example: `boost=10` models positions at 110% of current size. This is hypothetical and does not modify stored holdings.

## Interpretation notes

- Portfolio totals and historical `totalCAD` values use CAD as the base currency.
- USD holdings are converted with the USD/CAD rate provided by the response.
- Portfolio history uses current holdings forward-filled against stored price and FX observations. It is not transaction-led performance attribution.
- Check `missingCount`, `missingPrice`, `error`, `priceSource`, and timestamps before drawing conclusions.
- This data is personal portfolio information and is not financial advice.