8d92862d8b
Two product MVPs based on iterations of PRD.md / TRD.md:
1. Atlas AI Wealth (initial TRD: portfolio/cashflow/forecasting platform)
- backend/ FastAPI + SQLAlchemy + SQLite: XLSX/CSV parser with
fuzzy header matching, rule-based transaction classifier,
analytics engine (TWR via Modified Dietz, Newton IRR,
moving-avg cost, allocation, cashflow), AI Copilot stub.
- frontend/ Next.js 14 + TS + Tailwind: Dashboard, Portfolio,
Transactions, Cash Flow, Upload screens; SWR data fetching.
- index.html / app.js / data.js / styles.css vanilla zero-build
version of the same MVP using mock data.
2. ExecutiveOS AI (revised TRD: AI Chief of Staff for Lotus Notes)
- executive-os/ vanilla HTML+CSS+JS PWA: Daily Briefing,
Priority Inbox, Approvals, Escalations, AI Search, AI Copilot.
- Mock dataset with 18 emails (P1-P3, 8 categories, AI scoring,
SLA tracking, recommendations).
- Russian UI. Service Worker + manifest for offline install.
Docs:
- README.md run instructions + TRD coverage table for both MVPs
- README.korabayev.md preserved original onboarding doc
194 lines
8.2 KiB
HTML
194 lines
8.2 KiB
HTML
<!DOCTYPE html>
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<html lang="ru">
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<head>
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<meta charset="UTF-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<title>Atlas AI Wealth</title>
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<link rel="stylesheet" href="styles.css" />
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</head>
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<body>
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<header class="topbar">
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<div class="brand"><span class="accent">Atlas</span> AI Wealth</div>
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<nav class="nav" id="nav">
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<button data-route="dashboard" class="active">Dashboard</button>
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<button data-route="portfolio">Portfolio</button>
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<button data-route="transactions">Transactions</button>
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<button data-route="cashflow">Cash Flow</button>
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<button data-route="upload">Upload</button>
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</nav>
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<div class="user">demo@atlas.local</div>
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</header>
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<main id="view"></main>
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<!-- Templates -->
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<template id="tpl-dashboard">
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<section>
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<div class="row spread">
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<h1>Dashboard</h1>
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<div class="muted mono">Wealth OS — institutional view</div>
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</div>
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<div class="kpi-grid">
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<div class="card kpi"><div class="kpi-label">Net Worth</div><div class="kpi-value" data-k="netWorth"></div></div>
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<div class="card kpi"><div class="kpi-label">Portfolio Value</div><div class="kpi-value" data-k="portfolioValue"></div></div>
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<div class="card kpi"><div class="kpi-label">Cash</div><div class="kpi-value" data-k="cash"></div></div>
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<div class="card kpi"><div class="kpi-label">Performance YTD</div><div class="kpi-value accent" data-k="ytd"></div></div>
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</div>
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<div class="kpi-grid kpi-3">
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<div class="card kpi"><div class="kpi-label">Spending MTD</div><div class="kpi-value" data-k="spendMtd"></div></div>
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<div class="card kpi"><div class="kpi-label">Spending YTD</div><div class="kpi-value" data-k="spendYtd"></div></div>
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<div class="card kpi"><div class="kpi-label">Passive Income YTD</div><div class="kpi-value accent" data-k="passive"></div></div>
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</div>
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<div class="grid-2-1">
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<div class="card">
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<div class="kpi-label">Top Positions</div>
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<table class="data">
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<thead><tr>
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<th>Asset</th><th class="r">Qty</th><th class="r">Avg Cost</th>
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<th class="r">Price</th><th class="r">Market Value</th><th class="r">PnL</th>
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</tr></thead>
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<tbody id="top-positions"></tbody>
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</table>
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</div>
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<div class="card">
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<div class="kpi-label">AI Copilot</div>
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<div class="copilot">
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<div class="row">
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<input id="copilot-input" placeholder="Спроси про портфель, расходы, риски…" />
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<button id="copilot-ask" class="btn-primary">Ask</button>
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</div>
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<div class="chips" id="copilot-suggest"></div>
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<div id="copilot-answer" class="answer"></div>
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</div>
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</div>
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</div>
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</section>
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</template>
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<template id="tpl-portfolio">
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<section>
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<h1>Portfolio</h1>
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<div class="kpi-grid">
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<div class="card kpi"><div class="kpi-label">Market Value</div><div class="kpi-value" data-k="mv"></div></div>
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<div class="card kpi"><div class="kpi-label">Cost Basis</div><div class="kpi-value" data-k="cost"></div></div>
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<div class="card kpi"><div class="kpi-label">Unrealized PnL</div><div class="kpi-value accent" data-k="upnl"></div></div>
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<div class="card kpi"><div class="kpi-label">Realized PnL</div><div class="kpi-value accent" data-k="rpnl"></div></div>
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</div>
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<div class="kpi-grid kpi-3">
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<div class="card kpi"><div class="kpi-label">TWR YTD</div><div class="kpi-value" data-k="twrYtd"></div></div>
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<div class="card kpi"><div class="kpi-label">TWR Since Inception</div><div class="kpi-value" data-k="twr"></div></div>
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<div class="card kpi"><div class="kpi-label">IRR Since Inception</div><div class="kpi-value" data-k="irr"></div></div>
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</div>
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<div class="kpi-grid kpi-3">
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<div class="card kpi"><div class="kpi-label">Volatility (ann.)</div><div class="kpi-value" data-k="vol"></div></div>
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<div class="card kpi"><div class="kpi-label">Sharpe</div><div class="kpi-value" data-k="sharpe"></div></div>
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<div class="card kpi"><div class="kpi-label">Max Drawdown</div><div class="kpi-value warn" data-k="dd"></div></div>
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</div>
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<div class="grid-2-1">
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<div class="card">
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<div class="kpi-label">Holdings</div>
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<table class="data">
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<thead><tr>
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<th>Asset</th><th>Sector</th><th class="r">Qty</th><th class="r">Avg Cost</th>
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<th class="r">Price</th><th class="r">Market Value</th><th class="r">PnL</th>
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</tr></thead>
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<tbody id="holdings"></tbody>
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</table>
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</div>
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<div class="card">
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<div class="kpi-label">Allocation</div>
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<div id="alloc-bar" class="alloc-bar"></div>
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<div id="alloc-legend" class="alloc-legend"></div>
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</div>
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</div>
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</section>
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</template>
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<template id="tpl-transactions">
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<section>
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<h1>Transactions</h1>
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<div class="card row gap">
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<input id="tx-search" placeholder="Поиск по описанию…" />
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<select id="tx-type">
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<option value="">All types</option>
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</select>
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</div>
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<div class="card overflow">
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<table class="data">
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<thead><tr>
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<th>Date</th><th>Type</th><th>Asset</th>
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<th class="r">Qty</th><th class="r">Amount</th>
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<th>Category</th><th>Description</th>
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</tr></thead>
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<tbody id="tx-rows"></tbody>
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</table>
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</div>
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</section>
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</template>
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<template id="tpl-cashflow">
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<section>
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<h1>Cash Flow</h1>
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<div class="kpi-grid kpi-3">
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<div class="card kpi"><div class="kpi-label">Inflows</div><div class="kpi-value accent" data-k="in"></div></div>
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<div class="card kpi"><div class="kpi-label">Outflows</div><div class="kpi-value danger" data-k="out"></div></div>
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<div class="card kpi"><div class="kpi-label">Net</div><div class="kpi-value" data-k="net"></div></div>
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</div>
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<div class="grid-1-1">
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<div class="card">
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<div class="kpi-label">Spending by Category</div>
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<div id="spend-bars"></div>
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</div>
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<div class="card">
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<div class="kpi-label">Dividends & Coupons by Asset</div>
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<div id="div-bars"></div>
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</div>
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</div>
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<div class="card">
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<div class="kpi-label">Monthly Cash Flow</div>
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<div id="monthly-chart" class="chart"></div>
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<div class="legend">
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<span><i class="dot accent"></i>Inflow</span>
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<span><i class="dot danger"></i>Outflow</span>
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</div>
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</div>
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</section>
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</template>
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<template id="tpl-upload">
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<section>
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<h1>Upload Statement</h1>
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<div class="card stack">
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<div class="kpi-label">Брокерский отчет / банковская выписка</div>
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<input type="file" id="file-input" accept=".xlsx,.csv,.pdf" />
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<p class="muted small">
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MVP-демо: реальный парсинг XLSX/CSV/PDF реализован в backend (FastAPI).
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Здесь кликни <strong>«Load sample data»</strong> чтобы загрузить готовый
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мок-портфель (Interactive Brokers, 27 транзакций 2024–2026).
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</p>
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<div class="row gap">
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<button class="btn-primary" id="btn-load-sample">Load sample data</button>
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<button class="btn-ghost" id="btn-reset">Reset data</button>
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</div>
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<div id="upload-result"></div>
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</div>
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<div class="card">
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<div class="kpi-label">Supported (TRD §7)</div>
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<ul class="bullets">
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<li>XLSX (multi-sheet, custom broker formats, inconsistent headers)</li>
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<li>CSV</li>
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<li>PDF statements (Phase 2)</li>
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</ul>
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<div class="kpi-label">Auto-detected brokers</div>
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<ul class="bullets">
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<li>Interactive Brokers · Freedom · Halyk Finance · Binance · Kaspi · Charles Schwab</li>
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</ul>
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</div>
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</section>
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</template>
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<script src="data.js"></script>
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<script src="app.js"></script>
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</body>
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</html>
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