Export the simulated portfolio to Excel or CSV

[botta0oss]

What it adds

An «Export Excel» and a «CSV» button on the Portfolio page, backed by GET /portfolio/export?format=xlsx|csv. Viewers can use them too, since the export changes nothing. The file holds the whole portfolio as it is at the time of the export, so the system's performance can be analysed in Excel, Google Sheets or LibreOffice.

Excel workbook (backend/betting/export.py, 5 sheets):

• Summary:
  • export time and start of the simulation;
  • starting capital, current value, ROI, capital, cash, invested;
  • realised profits, and unrealised profits at the bid and at the market price;
  • expected profit of the closed bets;
  • counts by status and win rate;
  • CLV;
  • risk-free rate and uncertainty correction;
  • all the parameters of the current preset.
• Bets (57 columns): every bet, excluded ones included.
  • Purchase: shares, price, stake, fees, probabilities, expected profit.
  • Close: resolution or sale, payout, pnl, return on outlay, sale price and reason, days held.
  • For open positions: current value and plan.
  • The forecast that led to the bet (Jev, calibrated, blend, evidence, weight, edge, signal, Kelly, news read) and its economic assessment (verdict, maximum price, net margin, annual return).
• Equity: the capital curve.
• Exclusions.
• Columns: a description of every column.

Format choices

• Column names are stable keys, the same as the API, so formulas and scripts keep working.
• Descriptions and sheet names follow the dashboard language. Download links pass ?lang=; the middleware now also accepts it besides X-Lang.
• Prices and probabilities are fractions 0–1, amounts are USD with $ formatting, times are real Excel dates in UTC.
• Header rows are frozen and filters are on.
• Excel rather than plain CSV as the main format, because a decimal-point CSV opens badly in Excel with Italian settings.
• CSV: the bets only, comma separated, decimal point, ISO times, UTF-8 with BOM.

Other changes

• Adds openpyxl (pure Python) to requirements.txt.
• The exit plan of an open bet moved to portfolio.open_bet_plan, so the bet list and the export share it.
• Docs updated (EN/IT: strategy, API).

Tests

• New tests in tests/test_portfolio.py:
  • workbook with sheets, summary matching GET /portfolio, the sold and the open bet with all their fields, entry forecast, equity, exclusions and the column descriptions;
  • the CSV;
  • viewer access;
  • sheet names in Italian and in English.
• Full suite: 199 passed.
• Playwright: clicking both buttons downloads files that open correctly; no JS errors, no horizontal scroll.

🤖 Generated with Claude Code

https://claude.ai/code/session_01JLWZrfy12imc6dQRsEtFjj

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Generated by Claude Code