Implement User Portfolio Dashboard Module

[akargi]

Overview

Create a comprehensive portfolio dashboard module that provides users with real-time visibility into their trading positions, asset holdings, portfolio performance, and account summary.

Description

The portfolio dashboard module should aggregate user data across all assets and transactions to provide a unified view of their financial position on the InterChangableTrade platform.

Requirements

• Display current asset holdings with quantities and values in multiple currencies
• Calculate and display portfolio performance metrics (daily/monthly/yearly returns)
• Show asset allocation breakdown with visual distribution data
• Provide portfolio composition by asset type and risk level
• Real-time balance synchronization with blockchain state
• Historical portfolio snapshots for comparison
• Currency conversion support for multi-currency valuations
• Performance attribution analysis per asset

Acceptance Criteria

• Portfolio dashboard service created with aggregation logic
• GET /api/portfolio/dashboard endpoint returns user's complete portfolio state
• Portfolio performance calculated with at least 4 time frames (1D, 1M, 1Y, All-time)
• Asset allocation breakdown endpoint returns data in JSON format suitable for pie charts
• Portfolio balance updates within 2 seconds of transaction settlement
• Unit tests cover portfolio calculation logic with >85% coverage
• E2E tests validate dashboard data accuracy against blockchain state
• Swagger documentation includes portfolio endpoint schemas
• Performance metrics: dashboard load time <1 second for typical portfolio (50+ assets)