Add account performance analysis dialog

[dbigham]

Summary

• add account performance API endpoint that aggregates executions, transfers, and price history to build timeline data
• surface a “View performance” workflow that fetches the new endpoint, opens a dialog, and renders CAGR/P&L metrics with a chart
• allow configuration of transferred holdings via accounts.json so synthetic events can be represented in performance calculations

Testing

• npm run lint (client)

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https://chatgpt.com/codex/tasks/task_e_68dd2361fda0832db4de7e463e57af49

[chatgpt-codex-connector]

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[chatgpt-codex-connector]

Avoid double-counting contributions in P&L totals

The totals calculation treats the first timeline value as already-invested capital (startValue) and then subtracts the same trades again through totalContributions. Because the earliest timeline entry is computed after the first day’s executions, any buys that created that position are counted twice in (endValue + totalWithdrawals) - (startValue + totalContributions), which can yield negative P&L for an otherwise profitable account. The function needs either an initial zero-value entry before the first trade or to exclude cash flows occurring on/before that first timeline date when building totalContributions/totalWithdrawals.

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