feat: add portfolio

internal/output/discord.go

@@ -63,7 +63,9 @@ func (d *discordOutput) Send(ctx context.Context, rep report.Report) error {
 		}
 	}
 
-	if embeds := buildRecommendationEmbeds(rep.Recommendations); len(embeds) > 0 {
+	embeds := buildRecommendationEmbeds(rep.Recommendations)
+	embeds = append(embeds, buildPortfolioEmbed(rep.Portfolio))
+	if len(embeds) > 0 {
 		if err := d.postEmbeds(ctx, embeds); err != nil {
 			return fmt.Errorf("discord: send recommendation embeds: %w", err)
 		}
@@ -116,12 +118,17 @@ const discordDescriptionLimit = 4096
 
 // buildRecommendationEmbeds renders the buy and sell recommendations as
 // separate Discord embeds, one per non-empty list. If there are no
-// recommendations at all, it returns nil and no message is sent — an empty
-// buy/sell call isn't worth a Discord notification.
+// recommendations at all, it returns nil — an empty buy/sell call gets no
+// embed of its own, though the portfolio embed (see buildPortfolioEmbed)
+// is still always sent alongside whatever this returns.
 func buildRecommendationEmbeds(recs []report.Recommendation) []map[string]any {
 	var buyLines, sellLines []string
 	for _, r := range recs {
-		line := fmt.Sprintf("**%s** — %s", r.Symbol, r.Reason)
+		leverage := r.Leverage
+		if leverage <= 0 {
+			leverage = 1
+		}
+		line := fmt.Sprintf("**%s** — $%.2f at %.2gx — %s", r.Symbol, r.AmountUSD, leverage, r.Reason)
 		if r.Action == "sell" {
 			sellLines = append(sellLines, line)
 		} else {
@@ -139,6 +146,49 @@ func buildRecommendationEmbeds(recs []report.Recommendation) []map[string]any {
 	return embeds
 }
 
+// buildPortfolioEmbed renders the paper-trading portfolio's post-trade state
+// — cash, equity, total profit, this run's executed trades, and any open
+// positions — computed entirely by internal/portfolio, not Claude. Always
+// returns an embed (never nil) so the profit update is visible every run.
+func buildPortfolioEmbed(p report.PortfolioSnapshot) map[string]any {
+	lines := []string{
+		fmt.Sprintf("Cash: $%.2f — Equity: $%.2f", p.CashUSD, p.EquityUSD),
+		fmt.Sprintf("Total P&L: $%.2f (%.2f%%) since $%.2f start", p.TotalProfitUSD, p.TotalProfitPct, p.InitialBudgetUSD),
+	}
+
+	if len(p.Trades) == 0 {
+		lines = append(lines, "No trades executed this run.")
+	} else {
+		lines = append(lines, "", "**Trades this run:**")
+		for _, t := range p.Trades {
+			status := "skipped"
+			if t.Executed {
+				status = "executed"
+			}
+			line := fmt.Sprintf("%s %s @ %.4g (%s): %s", strings.ToUpper(t.Action), t.Symbol, t.Price, status, t.Note)
+			lines = append(lines, line)
+		}
+	}
+
+	if len(p.Positions) > 0 {
+		lines = append(lines, "", "**Open positions:**")
+		for _, pos := range p.Positions {
+			lines = append(lines, fmt.Sprintf("%s %s: %.6g units, entry %.4g, now %.4g, unrealized $%.2f",
+				pos.Symbol, pos.Side, pos.Quantity, pos.EntryPrice, pos.CurrentPrice, pos.UnrealizedPnL))
+		}
+	}
+
+	color := colorBuy
+	if p.TotalProfitUSD < 0 {
+		color = colorSell
+	}
+	return map[string]any{
+		"title":       "💰 Portfolio",
+		"color":       color,
+		"description": truncateForDescription(strings.Join(lines, "\n")),
+	}
+}
+
 func recommendationEmbed(title string, color int, lines []string) map[string]any {
 	return map[string]any{
 		"title":       title,