Market Deck

Market Deck is a local dashboard for ranking financial assets by momentum and viewing trailing monthly returns in a heatmap. It supports multiple watchlists, server-side Yahoo Finance price loading, historical FX conversion into a shared base currency, and inline editing backed by SQLite.

Features

• Momentum rankings for 1M, 3M, 6M, and 12M lookbacks
• Monthly heatmap with a trailing 12M return column
• Multiple editable watchlists with per-ticker tags and currencies
• Global base currency conversion using historical FX series from Yahoo Finance
• Built-in CRUD UI for watchlists, tickers, and tag colors
• Server-side price fetching with caching and safer request handling
• Client-side reuse of fetched ticker and FX histories across list visits
• Watchlist categories are stored and edited in uppercase
• Tag color names are stored and edited in uppercase

Stack

• Frontend: vanilla HTML, CSS, and JavaScript
• Backend: FastAPI + Uvicorn
• Database: SQLite (data.db)
• Market data: Yahoo Finance via yfinance

Project Structure

.
|-- index.html
|-- server.py
|-- static/
|   |-- app.js
|   `-- styles.css
|-- scripts/
|   |-- get_volumes.py
|   `-- migrate.py
`-- data/
    |-- colors.json
    |-- lists.json
    `-- volumes.json

data.db is generated locally and is ignored by git.

Setup

1. Install Python 3.10+.
2. Install dependencies:

pip install fastapi uvicorn pydantic yfinance pandas

3. If you do not already have data.db, create it from the legacy JSON files:

python scripts/migrate.py

4. Start the server:

python server.py

5. Open http://localhost:8000.

Utilities

Rebuild the database

python scripts/migrate.py

This recreates data.db from data/lists.json and data/colors.json.

Warning: running it again destroys existing UI edits stored in the database.

Refresh cached volume data

python scripts/get_volumes.py

This reads data/lists.json and writes data/volumes.json.

API

• GET /api/init returns settings, tag colors, watchlists, and tickers
• GET /api/settings returns all settings
• PUT /api/settings/{key} updates a setting such as GLOBAL_BASE_CURRENCY
• POST /api/lists creates a watchlist
• PUT /api/lists/{slug} updates watchlist metadata
• DELETE /api/lists/{slug} deletes a watchlist and its tickers
• POST /api/lists/{slug}/tickers adds a ticker to a watchlist
• PUT /api/tickers/{id} updates a ticker
• DELETE /api/tickers/{id} deletes a ticker
• PUT /api/tag-colors/{tag} upserts a tag color
• DELETE /api/tag-colors/{tag} deletes a tag color
• POST /api/prices fetches historical price data
• DELETE /api/prices/cache clears the server-side price cache

Notes

• The app serves local files through a guarded catch-all route and rejects path traversal attempts.
• The frontend now keeps list loads alive in the background when you switch views quickly, so returning to a still-loading list reuses the existing request instead of restarting it.
• The server retries tickers that come back missing from a batch Yahoo Finance response, which helps reduce partial list loads.
• Price and CRUD requests now surface HTTP errors instead of silently acting like they succeeded.