Feature: Performance Tracking and Analytics

[pomadev]

Description

Implement comprehensive tracking of purchase history and portfolio performance. This feature would provide users with insights into their DCA strategy effectiveness and help them make informed decisions.

Implementation Details

• Store purchase history in a database (Firestore or Cloud SQL)
• Calculate key performance metrics
• Generate visual reports and charts
• Export functionality for tax reporting

Key Metrics to Track

1. Purchase Analytics

   • Average purchase price per cryptocurrency
   • Total amount invested
   • Number of purchases
   • Purchase frequency analysis

2. Portfolio Performance

   • Current portfolio value
   • Unrealized gains/losses
   • ROI percentage
   • Performance vs. lump sum investment

3. Market Analysis

   • Best/worst purchase prices
   • Volatility during DCA period
   • Price deviation from average

Features

• Historical data visualization
• Performance comparison between cryptocurrencies
• Tax report generation (CSV export)
• Monthly/quarterly performance summaries via LINE
• Web dashboard for detailed analytics

Acceptance Criteria

• All purchases are logged to a database
• Can retrieve purchase history for any date range
• Average purchase price calculation is accurate
• ROI calculations include all fees
• CSV export includes all necessary tax information
• Performance reports are sent periodically via LINE
• Database has proper indexes for performance
• Data retention policy is configurable

Technical Considerations

• Choose between Firestore (NoSQL) or Cloud SQL (relational)
• Design schema for efficient querying
• Implement data aggregation for performance
• Consider data privacy and encryption
• Plan for data migration from existing systems

Database Schema Example

purchases:
  - id
  - timestamp
  - exchange
  - cryptocurrency
  - amount_crypto
  - amount_jpy
  - price_per_unit
  - fee
  - transaction_id

portfolio_snapshots:
  - timestamp
  - total_value_jpy
  - holdings (JSON)
  - unrealized_pnl

Priority: High
Estimated Effort: High