admin panel, login page with auth session.

.gitignore

@@ -1 +1,2 @@
 data/**
+.env

go.mod

@@ -2,4 +2,11 @@ module Portifolio
 
 go 1.25.7
 
-require github.com/mattn/go-sqlite3 v1.14.37 // indirect
+require github.com/mattn/go-sqlite3 v1.14.37
+
+require (
+	github.com/joho/godotenv v1.5.1 // indirect
+	github.com/skip2/go-qrcode v0.0.0-20200617195104-da1b6568686e // indirect
+)
+
+require github.com/FuLygon/go-totp/v2 v2.4.0

go.sum

@@ -1,2 +1,8 @@
+github.com/FuLygon/go-totp/v2 v2.4.0 h1:NTgab5GCVHHGjIjjOzRKKKxa6PhMI9o/fs2fFrJqqhE=
+github.com/FuLygon/go-totp/v2 v2.4.0/go.mod h1:bEwZp8rat339MqPzXZ7FDl5eOJuXpQ35aYbk1qZbWLM=
+github.com/joho/godotenv v1.5.1 h1:7eLL/+HRGLY0ldzfGMeQkb7vMd0as4CfYvUVzLqw0N0=
+github.com/joho/godotenv v1.5.1/go.mod h1:f4LDr5Voq0i2e/R5DDNOoa2zzDfwtkZa6DnEwAbqwq4=
 github.com/mattn/go-sqlite3 v1.14.37 h1:3DOZp4cXis1cUIpCfXLtmlGolNLp2VEqhiB/PARNBIg=
 github.com/mattn/go-sqlite3 v1.14.37/go.mod h1:Uh1q+B4BYcTPb+yiD3kU8Ct7aC0hY9fxUwlHK0RXw+Y=
+github.com/skip2/go-qrcode v0.0.0-20200617195104-da1b6568686e h1:MRM5ITcdelLK2j1vwZ3Je0FKVCfqOLp5zO6trqMLYs0=
+github.com/skip2/go-qrcode v0.0.0-20200617195104-da1b6568686e/go.mod h1:XV66xRDqSt+GTGFMVlhk3ULuV0y9ZmzeVGR4mloJI3M=

internal/database/company.go

@@ -8,13 +8,14 @@ import (
 	_ "github.com/mattn/go-sqlite3"
 )
 
-func GetCompanyBySymbol(db *sql.DB, symbol string) (*model.Company, error) {
+func getCompany(db *sql.DB, where string, arg any) (*model.Company, error) {
 	var c model.Company
-	err := db.QueryRow(
-		`SELECT id, symbol, shares_outstanding, price, currency_id FROM companies WHERE symbol = ?`,
-		symbol,
-	).Scan(&c.ID, &c.Symbol, &c.SharesOutstanding, &c.Price, &c.CurrencyID)
-
+	err := db.QueryRow(`
+		SELECT c.id, c.symbol, c.shares_outstanding, c.price, cur.id, cur.code
+		FROM companies c
+		JOIN currencies cur ON cur.id = c.currency_id
+		WHERE `+where, arg,
+	).Scan(&c.ID, &c.Symbol, &c.SharesOutstanding, &c.Price, &c.CurrencyID, &c.CurrencyCode)
 	if err == sql.ErrNoRows {
 		return nil, nil
 	}
@@ -24,20 +25,12 @@ func GetCompanyBySymbol(db *sql.DB, symbol string) (*model.Company, error) {
 	return &c, nil
 }
 
-func GetCompanyByID(db *sql.DB, id int) (*model.Company, error) {
-	var c model.Company
-	err := db.QueryRow(
-		`SELECT id, symbol, shares_outstanding, price, currency_id FROM companies WHERE id = ?`,
-		id,
-	).Scan(&c.ID, &c.Symbol, &c.SharesOutstanding, &c.Price, &c.CurrencyID)
+func GetCompanyBySymbol(db *sql.DB, symbol string) (*model.Company, error) {
+	return getCompany(db, "c.symbol = ?", symbol)
+}
 
-	if err == sql.ErrNoRows {
-		return nil, nil
-	}
-	if err != nil {
-		return nil, fmt.Errorf("query company: %w", err)
-	}
-	return &c, nil
+func GetCompanyByID(db *sql.DB, id int) (*model.Company, error) {
+	return getCompany(db, "c.id = ?", id)
 }
 
 func AddCompany(db *sql.DB, input model.CompanyInput) (int, error) {
@@ -66,7 +59,9 @@ func AddCompany(db *sql.DB, input model.CompanyInput) (int, error) {
 
 func GetAllCompanies(db *sql.DB) ([]model.Company, error) {
 	rows, err := db.Query(`
-		SELECT id, symbol, shares_outstanding, price, currency_id FROM companies 
+		SELECT c.id, c.symbol, c.shares_outstanding, c.price, cur.id, cur.code
+		FROM companies c
+		JOIN currencies cur ON cur.id = c.currency_id
 	`)
 	if err != nil {
 		return nil, err
@@ -77,7 +72,7 @@ func GetAllCompanies(db *sql.DB) ([]model.Company, error) {
 	for rows.Next() {
 		var c model.Company
 		if err := rows.Scan(
-			&c.ID, &c.Symbol, &c.SharesOutstanding, &c.Price, &c.CurrencyID,
+			&c.ID, &c.Symbol, &c.SharesOutstanding, &c.Price, &c.CurrencyID, &c.CurrencyCode,
 		); err != nil {
 			return nil, err
 		}

internal/database/main.go

@@ -17,14 +17,26 @@ func InitDB(db *sql.DB) {
     );
 
     CREATE TABLE IF NOT EXISTS trades (
-        id          INTEGER PRIMARY KEY AUTOINCREMENT,
-        symbol      TEXT NOT NULL,
-        currency_code TEXT NOT NULL,
-        shares      INTEGER NOT NULL,
-        product     INTEGER NOT NULL CHECK(product IN (0, 1, 2, 3)),
-        type        INTEGER NOT NULL CHECK(type IN (0, 1)),
-        price       REAL    NOT NULL,
-        traded_at   DATETIME NOT NULL
+        id            INTEGER PRIMARY KEY AUTOINCREMENT,
+        symbol        TEXT    NOT NULL,
+        currency_code TEXT    NOT NULL,
+        shares        INTEGER NOT NULL,
+        product       INTEGER NOT NULL CHECK(product IN (0, 1, 2, 3, 4)), -- added 4 for BondTrade
+        type          INTEGER NOT NULL CHECK(type IN (0, 1)),             -- Buy=0, Sell=1 only; Dividend has its own table
+        price         REAL    NOT NULL,
+        traded_at     DATETIME NOT NULL
+    );
+
+    CREATE TABLE IF NOT EXISTS dividends (
+        id            INTEGER PRIMARY KEY AUTOINCREMENT,
+        symbol        TEXT    NOT NULL,
+        currency_code TEXT    NOT NULL,
+        product       INTEGER NOT NULL CHECK(product IN (0, 1, 2, 3, 4)),
+        value         REAL    NOT NULL,
+        tax_amount    REAL    NOT NULL DEFAULT 0,
+        tax_rate      REAL    NOT NULL DEFAULT 0,
+        net_value     REAL    NOT NULL,
+        payment_date  DATETIME NOT NULL
     );
 
     CREATE TABLE IF NOT EXISTS position (
@@ -69,6 +81,29 @@ func InitDB(db *sql.DB) {
         UNIQUE(company_id, name)
     );
 
+    -- parent table
+    CREATE TABLE IF NOT EXISTS closed_positions (
+        id            INTEGER PRIMARY KEY AUTOINCREMENT,
+        symbol        TEXT NOT NULL,
+        currency_code TEXT NOT NULL,
+        product       TEXT NOT NULL,
+        open_time     DATETIME NOT NULL,
+        realized_gain REAL,
+        tax_amount    REAL,
+        holding_days  INTEGER
+    );
+
+    -- child table, one row per close lot
+    CREATE TABLE IF NOT EXISTS close_entries (
+        id                  INTEGER PRIMARY KEY AUTOINCREMENT,
+        closed_position_id  INTEGER NOT NULL REFERENCES closed_positions(id),
+        shares              INTEGER NOT NULL,
+        in_price            REAL NOT NULL,
+        out_price           REAL NOT NULL,
+        gain_price          REAL NOT NULL,
+        close_time          DATETIME NOT NULL
+    );
+
     CREATE TABLE IF NOT EXISTS revenue_entries (
         id          INTEGER PRIMARY KEY AUTOINCREMENT,
         company_id  INTEGER NOT NULL,

internal/database/portfolio.go

@@ -25,14 +25,7 @@ func GetTrades(db *sql.DB) ([]model.Trade, error) {
 			return nil, err
 		}
 
-		switch typeInt {
-		case 0:
-			t.Type = model.TradeType(false)
-		case 1:
-			t.Type = model.TradeType(true)
-		default:
-			return nil, fmt.Errorf("failed to convert given Type int to bool of trade type.")
-		}
+		t.Type = model.TradeType(typeInt)
 
 		trades = append(trades, t)
 	}
@@ -81,6 +74,21 @@ func InsertTrade(db *sql.DB, trade model.Trade) error {
 	return err
 }
 
+func InsertDividend(db *sql.DB, div model.Dividend) error {
+	_, err := db.Exec(
+		"INSERT INTO trades (symbol, currency_code, shares, product, value, tax_amount, tax_rate, net_value, payment_date) VALUES (?, ?, ?, ?, ?, ?, ?)",
+		div.Symbol,
+		div.CurrencyCode,
+		div.Product,
+		div.Value,
+		div.TaxAmount,
+		div.TaxRate,
+		div.NetValue,
+		div.PaymentDate,
+	)
+	return err
+}
+
 func UpdatePositions(db *sql.DB, positions []model.Position) error {
 	// Complete overwrite of the db positions
 	_, err := db.Exec("DELETE FROM position")

internal/handlers/currency.go

@@ -1,44 +0,0 @@
-package handlers
-
-import (
-	"Portifolio/internal/model"
-	"Portifolio/internal/service"
-	"database/sql"
-	"encoding/json"
-	"net/http"
-
-	_ "github.com/mattn/go-sqlite3"
-)
-
-func AddCurrencyHandler(db *sql.DB) http.HandlerFunc {
-	return func(w http.ResponseWriter, r *http.Request) {
-		var input model.CurrencyInput
-		if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
-			http.Error(w, "invalid json", http.StatusBadRequest)
-			return
-		}
-
-		id, err := service.InsertCurrency(db, input)
-		if err != nil {
-			http.Error(w, err.Error(), http.StatusInternalServerError)
-			return
-		}
-
-		w.Header().Set("Content-Type", "application/json")
-		w.WriteHeader(http.StatusCreated)
-		json.NewEncoder(w).Encode(map[string]any{"status": "created", "id": id})
-	}
-}
-
-func GetCurrenciesHandler(db *sql.DB) http.HandlerFunc {
-	return func(w http.ResponseWriter, r *http.Request) {
-		currencies, err := service.GetAllCurrencies(db)
-		if err != nil {
-			http.Error(w, err.Error(), http.StatusInternalServerError)
-			return
-		}
-
-		w.Header().Set("Content-Type", "application/json")
-		json.NewEncoder(w).Encode(currencies)
-	}
-}

internal/handlers/portfolio.go

@@ -1,96 +0,0 @@
-package handlers
-
-import (
-	"Portifolio/internal/database"
-	"Portifolio/internal/model"
-	"Portifolio/internal/service"
-	"database/sql"
-	"encoding/json"
-	"fmt"
-	"net/http"
-
-	_ "github.com/mattn/go-sqlite3"
-)
-
-func AddTradeHandler(db *sql.DB) http.HandlerFunc {
-	return func(w http.ResponseWriter, r *http.Request) {
-		var req model.AddTradeRequest
-		if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
-			http.Error(w, "invalid json", http.StatusBadRequest)
-			return
-		}
-
-		err := req.Validate()
-		if err != nil {
-			http.Error(w, fmt.Sprintf("failed to validate trade: %s", err), http.StatusInternalServerError)
-			return
-		}
-
-		// check if currency is in the db.
-		currency, err := database.GetCurrencyByCode(db, req.CurrencyCode)
-		if err != nil {
-			http.Error(w, fmt.Sprintf("failed to find currency: %s", err), http.StatusInternalServerError)
-			return
-		}
-
-		trade := model.Trade{
-			Symbol:       req.Symbol,
-			Shares:       req.Shares,
-			Product:      model.TradeProduct(req.Product),
-			Type:         model.TradeType(req.Type),
-			Price:        req.Price,
-			CurrencyCode: currency.Code,
-			Date:         req.Date,
-		}
-
-		err = database.InsertTrade(db, trade)
-		if err != nil {
-			http.Error(w, fmt.Sprintf("failed to insert trade into db: %s", err), http.StatusInternalServerError)
-			return
-		}
-
-		err = service.UpdatePositionByTradeList(db)
-		update := true
-		if err != nil {
-			update = false
-		}
-
-		w.Header().Set("Content-Type", "application/json")
-		if err := json.NewEncoder(w).Encode(map[string]any{"success": true, "position update": update}); err != nil {
-			http.Error(w, fmt.Sprintf("failed to encode trades: %s", err), http.StatusInternalServerError)
-			return
-		}
-	}
-}
-
-func GetTradeListHandler(db *sql.DB) http.HandlerFunc {
-	return func(w http.ResponseWriter, r *http.Request) {
-		tradeList, err := database.GetTrades(db)
-		if err != nil {
-			http.Error(w, fmt.Sprintf("failed to fetch trades: %s", err), http.StatusInternalServerError)
-			return
-		}
-
-		w.Header().Set("Content-Type", "application/json")
-		if err := json.NewEncoder(w).Encode(tradeList); err != nil {
-			http.Error(w, fmt.Sprintf("failed to encode trades: %s", err), http.StatusInternalServerError)
-			return
-		}
-	}
-}
-
-func GetPositionListHandler(db *sql.DB) http.HandlerFunc {
-	return func(w http.ResponseWriter, r *http.Request) {
-		posList, err := database.GetPositions(db)
-		if err != nil {
-			http.Error(w, fmt.Sprintf("failed to fetch postiton: %s", err), http.StatusInternalServerError)
-			return
-		}
-
-		w.Header().Set("Content-Type", "application/json")
-		if err := json.NewEncoder(w).Encode(map[string]any{"List": posList}); err != nil {
-			http.Error(w, fmt.Sprintf("failed to encode positions: %s", err), http.StatusInternalServerError)
-			return
-		}
-	}
-}

internal/middleware/session.go

@@ -0,0 +1,58 @@
+package middleware
+
+import (
+	"net/http"
+	"sync"
+)
+
+// In-memory session store — swap for Redis/DB in production
+var (
+	sessionStore = make(map[string]bool)
+	mu           sync.RWMutex
+)
+
+// RegisterSession adds a token to the store (call this after login)
+func RegisterSession(token string) {
+	mu.Lock()
+	defer mu.Unlock()
+	sessionStore[token] = true
+}
+
+// RevokeSession removes a token (call this on logout)
+func RevokeSession(token string) {
+	mu.Lock()
+	defer mu.Unlock()
+	delete(sessionStore, token)
+}
+
+// RequireSession is the middleware — wraps any handler that needs auth
+func RequireSession(next http.Handler) http.Handler {
+	return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+		cookie, err := r.Cookie("session")
+		if err != nil {
+			// No cookie at all
+			http.Redirect(w, r, "/login", http.StatusSeeOther)
+			return
+		}
+
+		mu.RLock()
+		valid := sessionStore[cookie.Value]
+		mu.RUnlock()
+
+		if !valid {
+			// Cookie exists but token is unknown/expired
+			http.SetCookie(w, &http.Cookie{
+				Name:     "session",
+				Value:    "",
+				Path:     "/",
+				HttpOnly: true,
+				Secure:   true,
+				MaxAge:   -1, // delete it
+			})
+			http.Redirect(w, r, "/login", http.StatusSeeOther)
+			return
+		}
+
+		next.ServeHTTP(w, r)
+	})
+}

internal/model/company.go

@@ -6,6 +6,7 @@ type Company struct {
 	SharesOutstanding int
 	Price             float64
 	CurrencyID        int
+	CurrencyCode      string
 }
 
 type CompanyInput struct {

internal/model/portifolio.go

@@ -2,9 +2,40 @@ package model
 
 import (
 	"errors"
+	"fmt"
 	"time"
 )
 
+type Dividend struct {
+	Symbol       string
+	CurrencyCode string
+	Product      TradeProduct
+	Value        float64
+	PaymentDate  time.Time
+	TaxAmount    float64
+	TaxRate      float64
+	NetValue     float64
+}
+
+type CloseEntry struct {
+	Shares    int
+	InPrice   float64
+	OutPrice  float64
+	GainPrice float64
+	CloseTime time.Time
+}
+
+type ClosedPosition struct {
+	Symbol       string
+	CurrencyCode string
+	Product      TradeProduct
+	Closes       []CloseEntry // each close carries its own prices + share count
+	OpenTime     time.Time
+	RealizedGain float64
+	TaxAmount    float64
+	HoldingDays  int
+}
+
 type Position struct {
 	CompanyID    int
 	Symbol       string
@@ -25,21 +56,28 @@ const (
 	BondTrade
 )
 
-type TradeType bool
+type TradeType int
 
 const (
-	Buy  TradeType = true
-	Sell TradeType = false
+	BuyType      TradeType = iota // 0
+	SellType                      // 1
+	DividendType                  // 2
 )
 
 type AddTradeRequest struct {
 	Symbol       string    `json:"symbol"`
 	Shares       int       `json:"shares"`
 	Product      int       `json:"product"`
-	Type         bool      `json:"type"`
+	Type         int       `json:"type"` // was bool, now int
 	Price        float64   `json:"price"`
 	CurrencyCode string    `json:"currency_code"`
 	Date         time.Time `json:"date"`
+
+	// Dividend-specific fields (only populated when Type == 2)
+	TaxAmount   float64   `json:"tax_amount,omitempty"`
+	TaxRate     float64   `json:"tax_rate,omitempty"`
+	NetValue    float64   `json:"net_value,omitempty"`
+	PaymentDate time.Time `json:"payment_date,omitempty"`
 }
 
 type Trade struct {
@@ -77,8 +115,42 @@ func (r *AddTradeRequest) Validate() error {
 	return nil
 }
 
+func (r AddTradeRequest) ToDividend() (Dividend, error) {
+	if TradeType(r.Type) != DividendType {
+		return Dividend{}, fmt.Errorf("trade type is not a dividend")
+	}
+	return Dividend{
+		Symbol:       r.Symbol,
+		CurrencyCode: r.CurrencyCode,
+		Product:      TradeProduct(r.Product),
+		Value:        r.Price, // gross value
+		PaymentDate:  r.PaymentDate,
+		TaxAmount:    r.TaxAmount,
+		TaxRate:      r.TaxRate,
+		NetValue:     r.NetValue,
+	}, nil
+}
+
+func (r AddTradeRequest) ToTrade() (Trade, error) {
+	t := TradeType(r.Type)
+	if t != BuyType && t != SellType {
+		return Trade{}, fmt.Errorf("trade type is not buy or sell")
+	}
+	return Trade{
+		Symbol:       r.Symbol,
+		CurrencyCode: r.CurrencyCode,
+		Shares:       r.Shares,
+		Product:      TradeProduct(r.Product),
+		Type:         t,
+		Price:        r.Price,
+		Date:         r.Date,
+	}, nil
+}
+
 // for now trades and none stock position will not be supported.
 type Portifolio struct {
 	Positions []Position
 	Trades    []Trade
+	closed    []ClosedPosition
+	Dividends []Dividend
 }

internal/service/currency.go

@@ -3,12 +3,51 @@ package service
 import (
 	"Portifolio/internal/model"
 	"database/sql"
+	"encoding/json"
+	"net/http"
 
 	_ "github.com/mattn/go-sqlite3"
 )
 
-func InsertCurrency(db *sql.DB, input model.CurrencyInput) (int, error) {
-	res, err := db.Exec(
+type Service struct {
+	db *sql.DB
+}
+
+func (s *Service) AddCurrencyHandler() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		var input model.CurrencyInput
+		if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
+			http.Error(w, "invalid json", http.StatusBadRequest)
+			return
+		}
+
+		id, err := s.InsertCurrency(input)
+		if err != nil {
+			http.Error(w, err.Error(), http.StatusInternalServerError)
+			return
+		}
+
+		w.Header().Set("Content-Type", "application/json")
+		w.WriteHeader(http.StatusCreated)
+		json.NewEncoder(w).Encode(map[string]any{"status": "created", "id": id})
+	}
+}
+
+func (s *Service) GetCurrenciesHandler() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		currencies, err := s.GetAllCurrencies()
+		if err != nil {
+			http.Error(w, err.Error(), http.StatusInternalServerError)
+			return
+		}
+
+		w.Header().Set("Content-Type", "application/json")
+		json.NewEncoder(w).Encode(currencies)
+	}
+}
+
+func (s *Service) InsertCurrency(input model.CurrencyInput) (int, error) {
+	res, err := s.db.Exec(
 		`INSERT INTO currencies (code, name) VALUES (?, ?)`,
 		input.Code, input.Name,
 	)
@@ -19,9 +58,9 @@ func InsertCurrency(db *sql.DB, input model.CurrencyInput) (int, error) {
 	return int(id), err
 }
 
-func GetCurrencyByCode(db *sql.DB, code string) (*model.Currency, error) {
+func (s *Service) GetCurrencyByCode(code string) (*model.Currency, error) {
 	c := &model.Currency{}
-	err := db.QueryRow(
+	err := s.db.QueryRow(
 		`SELECT id, code, name FROM currencies WHERE code = ?`, code,
 	).Scan(&c.ID, &c.Code, &c.Name)
 	if err == sql.ErrNoRows {
@@ -30,8 +69,8 @@ func GetCurrencyByCode(db *sql.DB, code string) (*model.Currency, error) {
 	return c, err
 }
 
-func GetAllCurrencies(db *sql.DB) ([]model.Currency, error) {
-	rows, err := db.Query(`SELECT id, code, name FROM currencies ORDER BY code`)
+func (s *Service) GetAllCurrencies() ([]model.Currency, error) {
+	rows, err := s.db.Query(`SELECT id, code, name FROM currencies ORDER BY code`)
 	if err != nil {
 		return nil, err
 	}

internal/service/main.go

@@ -1,4 +1,4 @@
-package handlers
+package service
 
 import (
 	"Portifolio/internal/database"
@@ -14,11 +14,15 @@ import (
 
 var startTime = time.Now()
 
-func HealthHandler(db *sql.DB) http.HandlerFunc {
+func New(db *sql.DB) *Service {
+	return &Service{db: db}
+}
+
+func (s *Service) HealthHandler() http.HandlerFunc {
 	return func(w http.ResponseWriter, r *http.Request) {
 		w.Header().Set("Content-Type", "application/json")
 
-		health := checkHealth(db)
+		health := s.CheckHealth()
 
 		if health["status"] != "ok" {
 			w.WriteHeader(http.StatusServiceUnavailable)
@@ -28,21 +32,17 @@ func HealthHandler(db *sql.DB) http.HandlerFunc {
 	}
 }
 
-func checkHealth(db *sql.DB) map[string]any {
-	// database
+func (s *Service) CheckHealth() map[string]any {
 	dbStatus := "ok"
 	dbLatency := ""
 	t := time.Now()
-	if err := db.Ping(); err != nil {
+	if err := s.db.Ping(); err != nil {
 		dbStatus = "error: " + err.Error()
 	} else {
 		dbLatency = time.Since(t).String()
 	}
 
-	// db pool stats
-	stats := db.Stats()
-
-	// overall status
+	stats := s.db.Stats()
 	status := "ok"
 	if dbStatus != "ok" {
 		status = "degraded"
@@ -75,7 +75,7 @@ func bToMb(b uint64) float64 {
 	return float64(b) / 1024 / 1024
 }
 
-func AddCompanyHandler(db *sql.DB) http.HandlerFunc {
+func (s *Service) AddCompanyHandler() http.HandlerFunc {
 	return func(w http.ResponseWriter, r *http.Request) {
 		var input model.CompanyInput
 		if err := json.NewDecoder(r.Body).Decode(&input); err != nil {
@@ -83,7 +83,7 @@ func AddCompanyHandler(db *sql.DB) http.HandlerFunc {
 			return
 		}
 
-		id, err := database.AddCompany(db, input)
+		id, err := database.AddCompany(s.db, input)
 		if err != nil {
 			http.Error(w, err.Error(), http.StatusInternalServerError)
 			return
@@ -95,9 +95,14 @@ func AddCompanyHandler(db *sql.DB) http.HandlerFunc {
 	}
 }
 
-func GetCompaniesHandler(db *sql.DB) http.HandlerFunc {
+func (s *Service) GetAllCompanies() ([]model.Company, error) {
+	companies, err := database.GetAllCompanies(s.db)
+	return companies, err
+}
+
+func (s *Service) GetCompaniesHandler() http.HandlerFunc {
 	return func(w http.ResponseWriter, r *http.Request) {
-		companies, err := database.GetAllCompanies(db)
+		companies, err := database.GetAllCompanies(s.db)
 		if err != nil {
 			http.Error(w, err.Error(), http.StatusInternalServerError)
 			return

internal/service/portfolio.go

@@ -3,15 +3,16 @@ package service
 import (
 	"Portifolio/internal/database"
 	"Portifolio/internal/model"
-	"database/sql"
+	"encoding/json"
 	"fmt"
+	"net/http"
 
 	_ "github.com/mattn/go-sqlite3"
 )
 
-func UpdatePositionByTradeList(db *sql.DB) error {
+func (s *Service) UpdatePositionByTradeList() error {
 
-	trades, err := database.GetTrades(db)
+	trades, err := database.GetTrades(s.db)
 	if err != nil {
 		fmt.Printf("Failed to get the trades from db: %s", err)
 	}
@@ -19,7 +20,7 @@ func UpdatePositionByTradeList(db *sql.DB) error {
 	TradeSum := make(map[string]model.Position)
 
 	for _, trade := range trades {
-		if trade.Type == model.Buy {
+		if trade.Type == model.BuyType {
 			TradeSum[trade.Symbol] = model.Position{
 				Symbol:       trade.Symbol,
 				CurrencyCode: trade.CurrencyCode,
@@ -42,10 +43,115 @@ func UpdatePositionByTradeList(db *sql.DB) error {
 		NewPositinos = append(NewPositinos, pos)
 	}
 
-	err = database.UpdatePositions(db, NewPositinos)
+	err = database.UpdatePositions(s.db, NewPositinos)
 	if err != nil {
 		return fmt.Errorf("Failed to insert the new postions number into db: %s", err)
 	}
 
 	return nil
 }
+
+func (s *Service) AddTradeHandler() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		var req model.AddTradeRequest
+		if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+			http.Error(w, "invalid json", http.StatusBadRequest)
+			return
+		}
+
+		if err := req.Validate(); err != nil {
+			http.Error(w, fmt.Sprintf("failed to validate trade: %s", err), http.StatusBadRequest)
+			return
+		}
+
+		currency, err := database.GetCurrencyByCode(s.db, req.CurrencyCode)
+		if err != nil {
+			http.Error(w, fmt.Sprintf("failed to find currency: %s", err), http.StatusInternalServerError)
+			return
+		}
+
+		switch model.TradeType(req.Type) {
+		case model.DividendType:
+			dividend, err := req.ToDividend()
+			if err != nil {
+				http.Error(w, fmt.Sprintf("failed to build dividend: %s", err), http.StatusBadRequest)
+				return
+			}
+			dividend.CurrencyCode = currency.Code
+
+			if err := database.InsertDividend(s.db, dividend); err != nil {
+				http.Error(w, fmt.Sprintf("failed to insert dividend: %s", err), http.StatusInternalServerError)
+				return
+			}
+
+			w.Header().Set("Content-Type", "application/json")
+			json.NewEncoder(w).Encode(map[string]any{"success": true})
+
+		case model.BuyType, model.SellType:
+			trade, err := req.ToTrade()
+			if err != nil {
+				http.Error(w, fmt.Sprintf("failed to build trade: %s", err), http.StatusBadRequest)
+				return
+			}
+			trade.CurrencyCode = currency.Code
+
+			if err := database.InsertTrade(s.db, trade); err != nil {
+				http.Error(w, fmt.Sprintf("failed to insert trade: %s", err), http.StatusInternalServerError)
+				return
+			}
+
+			update := true
+			if err := s.UpdatePositionByTradeList(); err != nil {
+				update = false
+			}
+
+			w.Header().Set("Content-Type", "application/json")
+			json.NewEncoder(w).Encode(map[string]any{"success": true, "position_update": update})
+
+		default:
+			http.Error(w, fmt.Sprintf("unknown trade type: %d", req.Type), http.StatusBadRequest)
+		}
+	}
+}
+
+func (s *Service) GetTrades() ([]model.Trade, error) {
+	TradeList, err := database.GetTrades(s.db)
+	return TradeList, err
+}
+
+func (s *Service) GetTradeListHandler() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		tradeList, err := database.GetTrades(s.db)
+		if err != nil {
+			http.Error(w, fmt.Sprintf("failed to fetch trades: %s", err), http.StatusInternalServerError)
+			return
+		}
+
+		w.Header().Set("Content-Type", "application/json")
+		if err := json.NewEncoder(w).Encode(tradeList); err != nil {
+			http.Error(w, fmt.Sprintf("failed to encode trades: %s", err), http.StatusInternalServerError)
+			return
+		}
+	}
+}
+
+func (s *Service) GetPositions() ([]model.Position, error) {
+	posList, err := database.GetPositions(s.db)
+	return posList, err
+}
+
+func (s *Service) GetPositionListHandler() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		posList, err := database.GetPositions(s.db)
+		if err != nil {
+			http.Error(w, fmt.Sprintf("failed to fetch postiton: %s", err), http.StatusInternalServerError)
+			return
+		}
+
+		w.Header().Set("Content-Type", "application/json")
+		if err := json.NewEncoder(w).Encode(posList); err != nil {
+			http.Error(w, fmt.Sprintf("failed to encode positions: %s", err), http.StatusInternalServerError)
+			return
+		}
+	}
+}

internal/service/revenue.go

@@ -1,9 +1,8 @@
-package handlers
+package service
 
 import (
 	"Portifolio/internal/database"
 	"Portifolio/internal/model"
-	"database/sql"
 	"encoding/json"
 	"fmt"
 	"net/http"
@@ -11,7 +10,7 @@ import (
 	_ "github.com/mattn/go-sqlite3"
 )
 
-func AddRevenueEntryHandler(db *sql.DB) http.HandlerFunc {
+func (s *Service) AddRevenueEntryHandler() http.HandlerFunc {
 	return func(w http.ResponseWriter, r *http.Request) {
 		var input struct {
 			CompanyID  int     `json:"company_id"`
@@ -48,7 +47,7 @@ func AddRevenueEntryHandler(db *sql.DB) http.HandlerFunc {
 			Value:        input.Value,
 		}
 
-		err := database.InsertRevenue(db, rev)
+		err := database.InsertRevenue(s.db, rev)
 		if err != nil {
 			http.Error(w, err.Error(), http.StatusInternalServerError)
 			return
@@ -60,27 +59,7 @@ func AddRevenueEntryHandler(db *sql.DB) http.HandlerFunc {
 	}
 }
 
-/*
-func GetRevenueReportHandler(db *sql.DB) http.HandlerFunc {
-	return func(w http.ResponseWriter, r *http.Request) {
-		companyID, _ := strconv.Atoi(r.URL.Query().Get("company_id"))
-		periodType := r.URL.Query().Get("period_type")
-		year, _ := strconv.Atoi(r.URL.Query().Get("year"))
-		idx, _ := strconv.Atoi(r.URL.Query().Get("index"))
-
-		entries, err := database.GetRevenueByPeriod(db, companyID, )
-		if err != nil {
-			http.Error(w, err.Error(), http.StatusInternalServerError)
-			return
-		}
-
-		w.Header().Set("Content-Type", "application/json")
-		json.NewEncoder(w).Encode(entries)
-	}
-}
-*/
-
-func GetCompanyRevenueCategories(db *sql.DB) http.HandlerFunc {
+func (s *Service) GetCompanyRevenueCategories() http.HandlerFunc {
 	return func(w http.ResponseWriter, r *http.Request) {
 		var input struct {
 			CompanyID int `json:"company_id"`
@@ -90,7 +69,7 @@ func GetCompanyRevenueCategories(db *sql.DB) http.HandlerFunc {
 			return
 		}
 
-		catlist, err := database.GetCategoriesByCompanyID(db, input.CompanyID)
+		catlist, err := database.GetCategoriesByCompanyID(s.db, input.CompanyID)
 		if err != nil {
 			http.Error(w, fmt.Sprintf("Could not find categories by that id:%s", err), http.StatusBadRequest)
 			return

internal/shell/company.go

@@ -1,76 +0,0 @@
-package shell
-
-import (
-	"Portifolio/internal/database"
-	"Portifolio/internal/model"
-	"bufio"
-	"database/sql"
-	"fmt"
-	"strconv"
-	"strings"
-
-	_ "github.com/mattn/go-sqlite3"
-)
-
-func AddCompany(scanner *bufio.Scanner, db *sql.DB) {
-	input := model.CompanyInput{}
-
-	fmt.Print("  symbol: ")
-	scanner.Scan()
-	input.Symbol = strings.TrimSpace(scanner.Text())
-
-	fmt.Print("  Shares outstanding: ")
-	scanner.Scan()
-	shares, err := strconv.Atoi(strings.TrimSpace(scanner.Text()))
-	if err != nil {
-		fmt.Println("  Invalid number for shares.")
-		return
-	}
-	input.SharesOutstanding = shares
-
-	fmt.Print("  Price: ")
-	scanner.Scan()
-	price, err := strconv.ParseFloat(strings.TrimSpace(scanner.Text()), 64)
-	if err != nil {
-		fmt.Println("  Invalid number for price.")
-		return
-	}
-	input.Price = price
-
-	fmt.Print("  Currency Code: ")
-	scanner.Scan()
-	input.CurrencyCode = strings.TrimSpace(scanner.Text())
-
-	if _, err := database.AddCompany(db, input); err != nil {
-		fmt.Println("  Error:", err)
-		return
-	}
-	fmt.Printf("  ✓ Company '%s' added.\n", input.Symbol)
-}
-
-func ListCompanies(db *sql.DB) {
-	companies, err := database.GetAllCompanies(db)
-	if err != nil {
-		fmt.Println("  ✗ Error:", err)
-		return
-	}
-
-	if len(companies) == 0 {
-		fmt.Println("  No companies found.")
-		return
-	}
-
-	fmt.Printf("\n  %-5s %-20s %-10s %-15s %s\n", "ID", "NAME", "CURRENCY", "PRICE", "SHARES")
-	fmt.Println("  " + strings.Repeat("-", 60))
-	for _, c := range companies {
-
-		currency, err := database.GetCurrencyByID(db, c.CurrencyID)
-		if err != nil {
-			fmt.Println("No currency by id.")
-			return
-		}
-
-		fmt.Printf("  %-5d %-20s %-10s %-15.2f %d\n",
-			c.ID, c.Symbol, currency.Code, c.Price, c.SharesOutstanding)
-	}
-}

internal/shell/currency.go

@@ -1,44 +0,0 @@
-package shell
-
-import (
-	"Portifolio/internal/model"
-	"Portifolio/internal/service"
-	"bufio"
-	"database/sql"
-	"fmt"
-	"strings"
-
-	_ "github.com/mattn/go-sqlite3"
-)
-
-func AddCurrency(scanner *bufio.Scanner, db *sql.DB) {
-	input := model.CurrencyInput{}
-
-	fmt.Print("  Code (e.g. DKK): ")
-	scanner.Scan()
-	input.Code = strings.ToUpper(strings.TrimSpace(scanner.Text()))
-
-	fmt.Print("  Name (e.g. Danish Krone): ")
-	scanner.Scan()
-	input.Name = strings.TrimSpace(scanner.Text())
-
-	id, err := service.InsertCurrency(db, input)
-	if err != nil {
-		fmt.Println("  ✗ Error:", err)
-		return
-	}
-	fmt.Printf("  ✓ Currency '%s' (%s) added with ID %d\n", input.Name, input.Code, id)
-}
-
-func ListCurrencies(db *sql.DB) {
-	currencies, err := service.GetAllCurrencies(db)
-	if err != nil {
-		fmt.Println("  ✗ Error:", err)
-		return
-	}
-	fmt.Printf("  %-5s %-6s %s\n", "ID", "CODE", "NAME")
-	fmt.Println("  " + strings.Repeat("-", 30))
-	for _, c := range currencies {
-		fmt.Printf("  %-5d %-6s %s\n", c.ID, c.Code, c.Name)
-	}
-}

internal/shell/revenue.go

@@ -1,145 +0,0 @@
-package shell
-
-import (
-	"Portifolio/internal/database"
-	"Portifolio/internal/model"
-	"bufio"
-	"database/sql"
-	"fmt"
-	"strconv"
-	"strings"
-)
-
-func promptInt(scanner *bufio.Scanner, label string) (int, error) {
-	fmt.Print(label)
-	scanner.Scan()
-	v, err := strconv.Atoi(strings.TrimSpace(scanner.Text()))
-	if err != nil {
-		return 0, fmt.Errorf("invalid %s", label)
-	}
-	return v, nil
-}
-
-func promptFloat(scanner *bufio.Scanner, label string) (float64, error) {
-	fmt.Print(label)
-	scanner.Scan()
-	v, err := strconv.ParseFloat(strings.TrimSpace(scanner.Text()), 64)
-	if err != nil {
-		return 0, fmt.Errorf("invalid %s", label)
-	}
-	return v, nil
-}
-
-func promptString(scanner *bufio.Scanner, label string) string {
-	fmt.Print(label)
-	scanner.Scan()
-	return strings.TrimSpace(scanner.Text())
-}
-
-func promptPeriod(scanner *bufio.Scanner) (model.Period, error) {
-	periodType := strings.ToUpper(promptString(scanner, "  Period type (Q/H/Y): "))
-	year, err := promptInt(scanner, "  Year: ")
-	if err != nil {
-		return model.Period{}, err
-	}
-
-	switch periodType {
-	case "Y":
-		return model.FullYearPeriod(year), nil
-	case "Q", "H":
-		label := map[string]string{"Q": "  Index (1-4): ", "H": "  Index (1-2): "}[periodType]
-		idx, err := promptInt(scanner, label)
-		if err != nil {
-			return model.Period{}, err
-		}
-		if periodType == "Q" {
-			return model.QuarterPeriod(year, idx), nil
-		}
-		return model.HalfYearPeriod(year, idx), nil
-	default:
-		return model.Period{}, fmt.Errorf("invalid period type: %s", periodType)
-	}
-}
-
-func AddRevenue(scanner *bufio.Scanner, db *sql.DB) {
-	companyID, err := promptInt(scanner, "  Company ID: ")
-	if err != nil {
-		fmt.Println("  ✗", err)
-		return
-	}
-	// checking if company exits
-	_, err = database.GetCompanyByID(db, companyID)
-	if err != nil {
-		fmt.Println("No company by that id:", err)
-		return
-	}
-	currencyID, err := promptInt(scanner, "  Currency ID: ")
-	if err != nil {
-		fmt.Println("  ✗", err)
-		return
-	}
-	period, err := promptPeriod(scanner)
-	if err != nil {
-		fmt.Println("  ✗", err)
-		return
-	}
-	category := promptString(scanner, "  Category name: ")
-
-	var parentID *int
-	parentStr := promptString(scanner, "  Parent category ID (leave blank for root): ")
-	if parentStr != "" {
-		pid, err := strconv.Atoi(parentStr)
-		if err != nil {
-			fmt.Println("  ✗ Invalid parent ID")
-			return
-		}
-		parentID = &pid
-	}
-
-	value, err := promptFloat(scanner, "  Value: ")
-	if err != nil {
-		fmt.Println("  ✗", err)
-		return
-	}
-
-	rev := model.RevenueInsert{
-		CompanyID:    companyID,
-		CurrencyID:   currencyID,
-		CategoryName: category,
-		ParentID:     *parentID,
-		Period:       period,
-		Value:        value,
-	}
-
-	err = database.InsertRevenue(db, rev)
-	if err != nil {
-		fmt.Println("  ✗ Error:", err)
-		return
-	}
-	fmt.Printf("  ✓ Revenue added: %s = %.2f (%s)\n", category, value, period.String())
-}
-
-func ListRevenue(scanner *bufio.Scanner, db *sql.DB) {
-	companyID, err := promptInt(scanner, "  Company ID: ")
-	if err != nil {
-		fmt.Println("  ✗", err)
-		return
-	}
-	period, err := promptPeriod(scanner)
-	if err != nil {
-		fmt.Println("  ✗", err)
-		return
-	}
-
-	entries, err := database.GetRevenueByPeriod(db, companyID, period.ID)
-	if err != nil {
-		fmt.Println("  ✗ Error:", err)
-		return
-	}
-
-	fmt.Printf("\n  %-20s %12s\n", "CATEGORY", "VALUE")
-	fmt.Println("  " + strings.Repeat("-", 34))
-	for _, e := range entries {
-		fmt.Printf("  %-20s %12.2f\n", e.Category, e.Value)
-	}
-}

internal/website/main.go

@@ -0,0 +1,368 @@
+package website
+
+import (
+	"Portifolio/internal/middleware"
+	"Portifolio/internal/model"
+	"Portifolio/internal/service"
+	"crypto/rand"
+	_ "embed"
+	"encoding/base64"
+	"fmt"
+	"net/http"
+	"os"
+	"strconv"
+	"time"
+
+	"github.com/FuLygon/go-totp/v2"
+	_ "github.com/mattn/go-sqlite3"
+)
+
+//go:embed static/index.html
+var indexHTML []byte
+
+func Getsite() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		w.Write(indexHTML)
+	}
+}
+
+//go:embed static/login.html
+var loginxHTML []byte
+
+func GetAdminLogin() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		w.Write(loginxHTML)
+	}
+}
+
+type contextKey string
+
+const ContextKeyRequestTime contextKey = "requestTime"
+
+func LoginHandler() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		// checked once when the handler is registered
+		envUsername := os.Getenv("username")
+		envPassword := os.Getenv("password")
+		envTOTPSecret := os.Getenv("AUTH_TOTP_SECRET")
+		if envUsername == "" || envPassword == "" || envTOTPSecret == "" {
+			http.Error(w, "env var missing", http.StatusInternalServerError)
+		}
+
+		ts, ok := r.Context().Value(ContextKeyRequestTime).(time.Time)
+		if !ok {
+			ts = time.Now()
+		}
+
+		if err := r.ParseForm(); err != nil {
+			http.Error(w, "invalid form data", http.StatusBadRequest)
+			return
+		}
+
+		password := r.FormValue("password")
+		username := r.FormValue("username")
+		code := r.FormValue("auth_code")
+		fmt.Println(username, password, code)
+
+		if password == "" || username == "" || code == "" {
+			http.Error(w, "form value is empty", http.StatusBadRequest)
+			return
+		}
+
+		if password != envPassword || username != envUsername {
+			http.Error(w, "username or password is not valid", http.StatusUnauthorized)
+			return
+		}
+
+		v := totp.Validator{
+			Algorithm: totp.AlgorithmSHA1,
+			Digits:    6,
+			Period:    30,
+			Secret:    envTOTPSecret,
+		}
+
+		valid, err := v.ValidateWithTimestamp(code, ts.Unix())
+		if err != nil {
+			http.Error(w, fmt.Sprintf("error validating TOTP code: %s", err), http.StatusUnauthorized)
+			return
+		}
+		if !valid {
+			http.Error(w, "invalid auth code", http.StatusUnauthorized)
+			return
+		}
+
+		// In your login POST handler, after setting the cookie:
+		token := generateSessionToken()
+		middleware.RegisterSession(token) // <-- register before writing cookie
+
+		http.SetCookie(w, &http.Cookie{
+			Name:     "session",
+			Value:    token,
+			Path:     "/",
+			HttpOnly: true,
+			Secure:   true,
+			SameSite: http.SameSiteLaxMode,
+			MaxAge:   86400,
+		})
+		w.Header().Set("HX-Redirect", "/admin")
+		w.WriteHeader(http.StatusOK)
+	}
+}
+
+// Simple session token generator
+func generateSessionToken() string {
+	b := make([]byte, 32)
+	if _, err := rand.Read(b); err != nil {
+		panic(err)
+	}
+	return base64.URLEncoding.EncodeToString(b)
+}
+
+//go:embed static/admin.html
+var adminHTML []byte
+
+func GetAdmin() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		w.Write(adminHTML)
+	}
+}
+
+//go:embed static/styles.css
+var styleCSSmain []byte
+
+func GetstylesheetMain() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		w.Header().Set("Content-Type", "text/css; charset=utf-8")
+		w.Write(styleCSSmain)
+	}
+}
+
+//go:embed static/login.css
+var styleCSSlogin []byte
+
+func GetstylesheetLogin() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		w.Header().Set("Content-Type", "text/css; charset=utf-8")
+		w.Write(styleCSSlogin)
+	}
+}
+
+//go:embed static/admin.css
+var styleCSSadmin []byte
+
+func GetstylesheetAdmin() http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		w.Header().Set("Content-Type", "text/css; charset=utf-8")
+		w.Write(styleCSSadmin)
+	}
+}
+
+func HealthFragment(svc *service.Service) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		h := svc.CheckHealth()
+
+		status := h["status"].(string)
+		uptime := h["uptime"].(string)
+
+		dotClass := "ok"
+		statusText := "backend ok"
+		if status != "ok" {
+			dotClass = "error"
+			statusText = "backend " + status
+			w.WriteHeader(http.StatusServiceUnavailable) // ← triggers htmx:responseError
+		}
+
+		dbInfo := h["database"].(map[string]any)
+		dbStatus := dbInfo["status"].(string)
+		dbLatency := dbInfo["latency"].(string)
+		dbText := "db " + dbStatus
+		if dbLatency != "" {
+			dbText += " · " + dbLatency
+		}
+
+		fmt.Fprintf(w, `
+            <span class="status-dot %s"></span>
+            <span>%s</span>
+            <span class="status-sep">·</span>
+            <span style="color:var(--muted)">up %s</span>
+            <span class="status-sep">·</span>
+            <span style="color:var(--muted)">%s</span>
+            <span class="status-spacer"></span>
+            <button class="refresh-btn"
+                hx-get="/health/fragment"
+                hx-target="#statusBar"
+                hx-swap="innerHTML">↺ refresh</button>
+        `, dotClass, statusText, uptime, dbText)
+	}
+}
+
+// GET /positions/fragment — returns <tr> rows for positions tbody
+func PositionsFragment(svc *service.Service) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		positions, err := svc.GetPositions()
+		if err != nil {
+			fmt.Fprintf(w, `<tr class="state-row"><td colspan="5">load failed: %s</td></tr>`, err)
+			return
+		}
+		if len(positions) == 0 {
+			fmt.Fprint(w, `<tr class="state-row"><td colspan="5">no positions</td></tr>`)
+			return
+		}
+
+		var total float64
+		for _, p := range positions {
+			total += p.CostBasis
+		}
+
+		for _, p := range positions {
+			weight := 0.0 // ← renamed from w to avoid shadowing http.ResponseWriter
+			if total > 0 {
+				weight = p.CostBasis / total * 100
+			}
+			fmt.Fprintf(w, `<tr>
+                <td><span class="ticker">%s</span></td>
+                <td><span class="currency-badge">%s</span></td>
+                <td>%s</td>
+                <td>%s</td>
+                <td><div class="weight-cell">%.1f%%
+                    <div class="weight-bar-track">
+                        <div class="weight-bar-fill" style="width:%.0f%%"></div>
+                    </div>
+                </div></td>
+            </tr>`, p.Symbol, p.CurrencyCode, fmtInt(p.Shares), fmtNum(p.CostBasis), weight, weight)
+		}
+	}
+}
+
+// GET /positions/fragment — returns <tr> rows for positions tbody
+func CompanyFragment(svc *service.Service) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		companies, err := svc.GetAllCompanies()
+		if err != nil {
+			fmt.Fprintf(w, `<tr class="state-row"><td colspan="5">load failed: %s</td></tr>`, err)
+			return
+		}
+		if len(companies) == 0 {
+			fmt.Fprint(w, `<tr class="state-row"><td colspan="5">no positions</td></tr>`)
+			return
+		}
+
+		for _, c := range companies {
+			fmt.Fprintf(w, `<tr>
+			<td><span class="ticker">%s</span></td>
+			<td>%s</td>
+			<td>%.2f</td>
+			<td>%d</td>
+			<td>%.2f</td>
+			</tr>`, c.Symbol, c.CurrencyCode, c.Price, c.SharesOutstanding, c.Price*float64(c.SharesOutstanding))
+		}
+	}
+}
+
+// GET /positions/fragment — returns <tr> rows for positions tbody
+func SummaryFragment(svc *service.Service) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		positions, err := svc.GetPositions()
+		if err != nil {
+			fmt.Fprintf(w, `<tr class="state-row"><td colspan="5">load failed: %s</td></tr>`, err)
+			return
+		}
+		if len(positions) == 0 {
+			fmt.Fprint(w, `<tr class="state-row"><td colspan="5">no positions</td></tr>`)
+			return
+		}
+
+		var total float64
+		for _, p := range positions {
+			total += p.CostBasis
+		}
+
+		for _, p := range positions {
+			weight := 0.0 // ← renamed from w to avoid shadowing http.ResponseWriter
+			if total > 0 {
+				weight = p.CostBasis / total * 100
+			}
+			fmt.Fprintf(w, `<tr>
+                <td><span class="ticker">%s</span></td>
+                <td><span class="currency-badge">%s</span></td>
+                <td>%s</td>
+                <td>%s</td>
+                <td><div class="weight-cell">%.1f%%
+                    <div class="weight-bar-track">
+                        <div class="weight-bar-fill" style="width:%.0f%%"></div>
+                    </div>
+                </div></td>
+            </tr>`, p.Symbol, p.CurrencyCode, fmtInt(p.Shares), fmtNum(p.CostBasis), weight, weight)
+		}
+	}
+}
+
+func fmtNum(v float64) string {
+	if v == 0 {
+		return "—"
+	}
+	return strconv.FormatFloat(v, 'f', 2, 64)
+}
+
+func fmtInt(v int) string {
+	return strconv.Itoa(v)
+}
+
+var productLabels = map[model.TradeProduct]string{
+	model.StockTrade:      "Stock",
+	model.OptionCallTrade: "Call Option",
+	model.OptionPutTrade:  "Put Option",
+	model.CurrencyTrade:   "Currency",
+	model.BondTrade:       "Bond",
+}
+
+func TradeFragment(svc *service.Service) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		trades, err := svc.GetTrades()
+		if err != nil {
+			fmt.Fprintf(w, `<tr class="state-row"><td colspan="7">load failed: %s</td></tr>`, err)
+			return
+		}
+		if len(trades) == 0 {
+			fmt.Fprint(w, `<tr class="state-row"><td colspan="7">no trades</td></tr>`)
+			return
+		}
+
+		for _, t := range trades {
+			dir, cls := "SELL", "dir-sell"
+			if t.Type == model.BuyType {
+				dir, cls = "BUY", "dir-buy"
+			}
+			label := productLabels[t.Product]
+			fmt.Fprintf(w, `<tr>
+                <td><span class="trade-ticker">%s</span></td>
+                <td>%s</td>
+                <td>%s</td>
+                <td>%s</td>
+                <td class="%s">%s</td>
+                <td>%s</td>
+                <td>%s</td>
+            </tr>`, t.Symbol, label, t.CurrencyCode,
+				t.Date.Format("2006-01-02"), cls, dir,
+				fmtNum(float64(t.Shares)), fmtNum(t.Price))
+		}
+	}
+}
+func TradeCount(svc *service.Service) http.HandlerFunc {
+	return func(w http.ResponseWriter, r *http.Request) {
+		trades, err := svc.GetTrades()
+		if err != nil {
+			fmt.Fprint(w, "—")
+			return
+		}
+		count := len(trades)
+		if count == 1 {
+			fmt.Fprint(w, "1 trade")
+		} else {
+			fmt.Fprintf(w, "%d trades", count)
+		}
+	}
+}

internal/website/static/admin.css

@@ -0,0 +1,444 @@
+@import url('https://fonts.googleapis.com/css2?family=Space+Mono:ital,wght@0,400;0,700;1,400&family=Fraunces:ital,wght@0,300;0,400;0,600;1,300;1,400&display=swap');
+
+:root {
+  --bg:      #f5efe7;;
+  --surface: #efefef;
+  --surface2:#e0e0e0;
+  --border:  #8c8c8c;
+  --border2: #acacac;
+  --accent:  #c8a96e;
+  --accent2:   #f0d060;
+  --muted:   #5a5a68;
+  --muted2:  #3d3d4a;
+  --text:    #000000;
+  --text-dim:  #9e9a92;
+  --red:       #f06060;
+  --blue:      #60c0f0;
+  --radius:    2px;
+  --mono:      'Space Mono', monospace;
+  --serif:     'Fraunces', Georgia, serif;
+}
+
+
+*, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
+
+html { font-size: 14px; }
+
+body {
+  background: var(--bg);
+  color: var(--text);
+  font-family: var(--mono);
+  min-height: 100vh;
+}
+
+/* GRID LAYOUT */
+.app {
+  display: grid;
+  grid-template-columns: 220px 1fr;
+  grid-template-rows: 56px 1fr;
+  min-height: 100vh;
+}
+
+/* TOP NAV */
+.topbar {
+  grid-column: 1 / -1;
+  display: flex;
+  align-items: center;
+  gap: 24px;
+  padding: 0 24px;
+  border-bottom: 1px solid var(--border);
+  background: var(--surface);
+}
+.topbar-logo {
+  font-family: var(--serif);
+  font-size: 1rem;
+  font-style: italic;
+  font-weight: 300;
+  color: var(--text);
+  text-decoration: none;
+}
+.topbar-logo span { color: var(--accent); }
+.topbar-tag {
+  font-size: 0.71rem;
+  color: var(--muted2);
+  letter-spacing: 0.04em;
+}
+.topbar-spacer { flex: 1; }
+.status-pill {
+  display: flex;
+  align-items: center;
+  gap: 7px;
+  font-size: 0.71rem;
+  color: var(--muted2);
+}
+.dot {
+  width: 7px; height: 7px;
+  border-radius: 50%;
+  background: var(--accent);
+  animation: pulse 2.5s ease-in-out infinite;
+}
+@keyframes pulse {
+  0%, 100% { opacity: 1; }
+  50% { opacity: 0.3; }
+}
+.dot.err { background: var(--red); animation: none; }
+.dot.loading { background: var(--muted); animation: pulse 1s linear infinite; }
+
+/* SIDEBAR */
+.sidebar {
+  border-right: 1px solid var(--border);
+  background: var(--surface);
+  padding: 20px 0;
+  display: flex;
+  flex-direction: column;
+  gap: 2px;
+}
+.nav-section-label {
+  font-size: 0.62rem;
+  color: var(--muted);
+  letter-spacing: 0.1em;
+  text-transform: uppercase;
+  padding: 10px 18px 4px;
+}
+.nav-item {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 9px 18px;
+  font-size: 0.75rem;
+  color: var(--muted2);
+  text-decoration: none;
+  cursor: pointer;
+  border: none;
+  background: none;
+  width: 100%;
+  text-align: left;
+  transition: color 0.15s, background 0.15s;
+  border-left: 2px solid transparent;
+}
+.nav-item:hover { color: var(--text); background: var(--surface2); }
+.nav-item.active { color: var(--accent); border-left-color: var(--accent); background: rgba(200,240,96,0.05); }
+.nav-icon { width: 14px; opacity: 0.7; font-style: normal; }
+
+/* MAIN */
+.main {
+  padding: 28px 32px;
+  overflow-y: auto;
+  max-height: calc(100vh - 56px);
+}
+
+/* PAGE HEADER */
+.page-header {
+  margin-bottom: 28px;
+  display: flex;
+  align-items: flex-end;
+  gap: 16px;
+}
+.page-title {
+  font-family: var(--serif);
+  font-size: 2rem;
+  font-weight: 300;
+  line-height: 1;
+}
+.page-title span { font-style: italic; color: var(--accent); }
+.page-subtitle {
+  font-size: 0.68rem;
+  color: var(--muted2);
+  padding-bottom: 4px;
+  letter-spacing: 0.04em;
+}
+
+/* SECTION */
+.section { margin-bottom: 32px; }
+.section-label {
+  font-size: 0.68rem;
+  color: var(--muted2);
+  letter-spacing: 0.08em;
+  margin-bottom: 12px;
+  display: flex;
+  align-items: center;
+  gap: 10px;
+}
+.section-label::after {
+  content: '';
+  flex: 1;
+  height: 1px;
+  background: var(--border);
+}
+.section-label span { color: var(--accent); }
+
+/* SUMMARY CARDS */
+.cards {
+  display: grid;
+  grid-template-columns: repeat(4, 1fr);
+  gap: 12px;
+  margin-bottom: 32px;
+}
+.card {
+  background: var(--surface);
+  border: 1px solid var(--border);
+  padding: 16px 18px;
+}
+.card-label {
+  font-size: 0.65rem;
+  color: var(--muted2);
+  letter-spacing: 0.06em;
+  text-transform: uppercase;
+  margin-bottom: 8px;
+}
+.card-value {
+  font-family: var(--serif);
+  font-size: 1.6rem;
+  font-weight: 300;
+  color: var(--text);
+}
+.card-value.accent { color: var(--accent); }
+.card-value.dim { color: var(--muted); }
+
+/* PANEL / FORM */
+.panel {
+  background: var(--surface);
+  border: 1px solid var(--border);
+}
+.panel-header {
+  padding: 14px 20px;
+  border-bottom: 1px solid var(--border);
+  display: flex;
+  align-items: center;
+  gap: 12px;
+}
+.panel-title {
+  font-size: 0.75rem;
+  letter-spacing: 0.04em;
+}
+.panel-title span { color: var(--accent); }
+.panel-body { padding: 20px; }
+
+/* FORM GRID */
+.form-grid {
+  display: grid;
+  grid-template-columns: repeat(3, 1fr);
+  gap: 16px;
+}
+.form-grid.two { grid-template-columns: repeat(2, 1fr); }
+.form-group {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+.form-group.full { grid-column: 1 / -1; }
+.form-label {
+  font-size: 0.65rem;
+  color: var(--muted2);
+  letter-spacing: 0.07em;
+  text-transform: uppercase;
+}
+.form-label .required { color: var(--red); margin-left: 3px; }
+
+input, select, textarea {
+  background: var(--bg);
+  border: 1px solid var(--border2);
+  color: var(--text);
+  font-family: var(--mono);
+  font-size: 0.78rem;
+  padding: 9px 12px;
+  border-radius: var(--radius);
+  outline: none;
+  width: 100%;
+  transition: border-color 0.15s, box-shadow 0.15s;
+  -webkit-appearance: none;
+}
+input:focus, select:focus, textarea:focus {
+  border-color: var(--accent);
+  box-shadow: 0 0 0 2px rgba(200,240,96,0.1);
+}
+input::placeholder { color: var(--muted); }
+select option { background: var(--surface2); }
+
+.type-toggle {
+  display: grid;
+  grid-template-columns: repeat(3, 1fr);
+  gap: 0;
+  border: 1px solid var(--border2);
+  border-radius: var(--radius);
+  overflow: hidden;
+}
+.type-btn {
+  padding: 9px 8px;
+  font-family: var(--mono);
+  font-size: 0.72rem;
+  border: none;
+  cursor: pointer;
+  background: var(--bg);
+  color: var(--muted2);
+  transition: background 0.15s, color 0.15s;
+  letter-spacing: 0.03em;
+  border-right: 1px solid var(--border2);
+}
+.type-btn:last-child { border-right: none; }
+.type-btn.active-buy { background: rgba(96,192,240,0.12); color: var(--blue); }
+.type-btn.active-sell { background: rgba(240,96,96,0.12); color: var(--red); }
+.type-btn.active-div { background: rgba(200,240,96,0.12); color: var(--accent); }
+
+/* DIVIDEND FIELDS */
+.dividend-fields {
+  grid-column: 1 / -1;
+  display: none;
+  grid-template-columns: repeat(3, 1fr);
+  gap: 16px;
+  padding-top: 16px;
+  border-top: 1px solid var(--border);
+  margin-top: 4px;
+}
+.dividend-fields.visible { display: grid; }
+.div-label {
+  grid-column: 1 / -1;
+  font-size: 0.63rem;
+  color: var(--accent);
+  letter-spacing: 0.06em;
+  text-transform: uppercase;
+  margin-bottom: -8px;
+}
+
+/* FORM ACTIONS */
+.form-actions {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  padding-top: 16px;
+  border-top: 1px solid var(--border);
+  margin-top: 4px;
+  grid-column: 1 / -1;
+}
+.btn {
+  font-family: var(--mono);
+  font-size: 0.72rem;
+  padding: 9px 20px;
+  border: 1px solid transparent;
+  cursor: pointer;
+  letter-spacing: 0.04em;
+  transition: background 0.15s, color 0.15s, transform 0.1s;
+  border-radius: var(--radius);
+}
+.btn:active { transform: scale(0.98); }
+.btn-primary {
+  background: var(--accent);
+  color: #0d0d0d;
+  font-weight: 700;
+}
+.btn-primary:hover { background: #d8ff70; }
+.btn-ghost {
+  background: transparent;
+  color: var(--muted2);
+  border-color: var(--border2);
+}
+.btn-ghost:hover { color: var(--text); border-color: var(--muted); }
+
+/* FEEDBACK */
+.feedback {
+  font-size: 0.72rem;
+  padding: 4px 12px;
+  border-radius: var(--radius);
+  display: none;
+}
+.feedback.success { display: inline; color: var(--accent); }
+.feedback.error   { display: inline; color: var(--red); }
+
+/* TABLE */
+.table-wrap {
+  overflow-x: auto;
+  border: 1px solid var(--border);
+}
+table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 0.75rem;
+}
+thead {
+  background: var(--surface2);
+}
+th {
+  padding: 10px 14px;
+  text-align: left;
+  font-size: 0.62rem;
+  font-weight: 400;
+  color: var(--muted2);
+  letter-spacing: 0.07em;
+  text-transform: uppercase;
+  white-space: nowrap;
+  border-bottom: 1px solid var(--border);
+}
+td {
+  padding: 10px 14px;
+  border-bottom: 1px solid var(--border);
+  color: var(--text);
+  white-space: nowrap;
+}
+tr:last-child td { border-bottom: none; }
+tr:hover td { background: rgba(255,255,255,0.025); }
+.td-sym {
+  font-weight: 700;
+  color: var(--accent);
+  font-size: 0.78rem;
+}
+.td-muted { color: var(--muted2); }
+.td-buy { color: var(--blue); }
+.td-sell { color: var(--red); }
+.td-div { color: var(--accent); }
+.td-right { text-align: right; }
+
+.badge {
+  font-size: 0.62rem;
+  padding: 2px 8px;
+  border-radius: 20px;
+  letter-spacing: 0.04em;
+}
+.badge-buy  { background: rgba(96,192,240,0.12); color: var(--blue); }
+.badge-sell { background: rgba(240,96,96,0.12); color: var(--red); }
+.badge-div  { background: rgba(200,240,96,0.12); color: var(--accent); }
+
+/* TABS */
+.tabs {
+  display: flex;
+  gap: 0;
+  border-bottom: 1px solid var(--border);
+  margin-bottom: -1px;
+}
+.tab {
+  padding: 10px 20px;
+  font-size: 0.72rem;
+  cursor: pointer;
+  color: var(--muted2);
+  border: none;
+  background: none;
+  font-family: var(--mono);
+  border-bottom: 2px solid transparent;
+  transition: color 0.15s;
+  letter-spacing: 0.03em;
+}
+.tab:hover { color: var(--text); }
+.tab.active { color: var(--accent); border-bottom-color: var(--accent); }
+
+/* PILL TAG */
+.tag-pill {
+  font-size: 0.60rem;
+  padding: 2px 7px;
+  background: var(--surface2);
+  border: 1px solid var(--border);
+  color: var(--muted2);
+  border-radius: 20px;
+  letter-spacing: 0.04em;
+}
+
+/* PAGES */
+.page { display: none; }
+.page.active { display: block; }
+
+/* RESPONSIVE NOTE */
+@media(max-width:900px) {
+  .app { grid-template-columns: 1fr; }
+  .sidebar { display: none; }
+  .cards { grid-template-columns: repeat(2, 1fr); }
+  .form-grid { grid-template-columns: 1fr; }
+  .dividend-fields { grid-template-columns: 1fr; }
+}

internal/website/static/admin.html

@@ -0,0 +1,582 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+<meta charset="UTF-8"/>
+<meta name="viewport" content="width=device-width, initial-scale=1.0"/>
+<title>Portfolio Admin — Samantha Friis</title>
+<link rel="stylesheet" href="/styles/admin">
+</head>
+<body>
+
+<div class="app">
+
+  <!-- TOP BAR -->
+  <header class="topbar">
+    <a href="/" class="topbar-logo">Samantha <span>Friis</span></a>
+    <span class="topbar-tag">// portfolio admin</span>
+    <div class="topbar-spacer"></div>
+    <div class="status-pill">
+      <span class="dot" id="status-dot"></span>
+      <span id="status-text">live</span>
+    </div>
+  </header>
+
+  <!-- SIDEBAR -->
+  <nav class="sidebar">
+    <span class="nav-section-label">overview</span>
+    <button class="nav-item active" onclick="navigate('dashboard', this)">
+      <i class="nav-icon">◈</i> Dashboard
+    </button>
+    <button class="nav-item" onclick="navigate('positions', this)">
+      <i class="nav-icon">▤</i> Positions
+    </button>
+    <button class="nav-item" onclick="navigate('history', this)">
+      <i class="nav-icon">◷</i> Trade History
+    </button>
+
+    <span class="nav-section-label" style="margin-top:12px">add data</span>
+    <button class="nav-item" onclick="navigate('add-trade', this)">
+      <i class="nav-icon">⊕</i> Add Trade
+    </button>
+    <button class="nav-item" onclick="navigate('add-company', this)">
+      <i class="nav-icon">⊕</i> Add Company
+    </button>
+  </nav>
+
+  <!-- MAIN CONTENT -->
+  <main class="main">
+
+    <!-- ═══ DASHBOARD ═══ -->
+    <div class="page active" id="page-dashboard">
+      <div class="page-header">
+        <h1 class="page-title">Investment <span>Portfolio</span></h1>
+        <span class="page-subtitle">Equity positions &nbsp;·&nbsp; Personal research</span>
+      </div>
+
+      <div class="cards">
+        <div class="card">
+          <p class="card-label">Positions</p>
+          <p class="card-value accent" id="stat-positions">—</p>
+        </div>
+        <div class="card">
+          <p class="card-label">Total Shares</p>
+          <p class="card-value" id="stat-shares">—</p>
+        </div>
+        <div class="card">
+          <p class="card-label">Total Trades</p>
+          <p class="card-value" id="stat-trades">—</p>
+        </div>
+        <div class="card">
+          <p class="card-label">Currencies</p>
+          <p class="card-value" id="stat-currencies">—</p>
+        </div>
+      </div>
+
+      <p class="section-label">// <span>positions</span></p>
+      <div class="table-wrap">
+        <table>
+          <thead>
+            <tr>
+              <th>Symbol</th><th>Currency</th><th>Shares</th>
+              <th>Cost Basis</th><th>Weight</th>
+            </tr>
+          </thead>
+          <tbody hx-get="/positions/fragment"
+                hx-trigger="load"
+                hx-swap="innerHTML">
+            <tr class="state-row"><td colspan="5">loading…</td></tr>
+          </tbody>
+        </table>
+      </div>
+
+      <p class="section-label" style="margin-top:28px">// <span>companies</span> — tracked universe</p>
+      <div class="table-wrap">
+        <table>
+          <thead>
+            <tr>
+              <th>Symbol</th><th>Currency</th><th>Price</th>
+              <th>Shares Outstanding</th><th>Market Cap</th>
+            </tr>
+          </thead>
+          <tbody id="companies-body">
+            <tr><td colspan="5" class="td-muted">loading…</td></tr>
+          </tbody>
+        </table>
+      </div>
+    </div>
+
+    <!-- ═══ POSITIONS ═══ -->
+    <div class="page" id="page-positions">
+      <div class="page-header">
+        <h1 class="page-title">Open <span>Positions</span></h1>
+      </div>
+      <div class="table-wrap">
+        <table>
+          <thead>
+            <tr>
+              <th>Symbol</th><th>Currency</th><th>Shares</th>
+              <th>Cost Basis</th><th>Weight</th>
+            </tr>
+          </thead>
+          <tbody hx-get="/positions/fragment"
+                hx-trigger="load"
+                hx-swap="innerHTML">
+            <tr class="state-row"><td colspan="5">loading…</td></tr>
+          </tbody>
+        </table>
+      </div>
+    </div>
+
+    <!-- ═══ HISTORY ═══ -->
+    <div class="page" id="page-history">
+      <div class="page-header">
+        <h1 class="page-title">Trade <span>History</span></h1>
+      </div>
+      <div class="table-wrap">
+        <table>
+          <thead>
+            <tr>
+              <th>Date</th><th>Symbol</th><th>Type</th>
+              <th>Shares</th><th>Price</th><th>Currency</th><th>Total</th>
+            </tr>
+          </thead>
+          <tbody id="history-body">
+            <tr><td colspan="7" class="td-muted">loading…</td></tr>
+          </tbody>
+        </table>
+      </div>
+    </div>
+
+    <!-- ═══ ADD TRADE ═══ -->
+    <div class="page" id="page-add-trade">
+      <div class="page-header">
+        <h1 class="page-title">Add <span>Trade</span></h1>
+        <span class="page-subtitle">Record a buy, sell, or dividend</span>
+      </div>
+
+      <div class="panel">
+        <div class="panel-header">
+          <span class="panel-title">// <span>new trade</span></span>
+          <span class="tag-pill">POST /trades</span>
+        </div>
+        <div class="panel-body">
+          <div class="form-grid" id="trade-form">
+
+            <!-- Type toggle -->
+            <div class="form-group">
+              <label class="form-label">Trade type <span class="required">*</span></label>
+              <div class="type-toggle">
+                <button class="type-btn active-buy" data-val="0" onclick="setTradeType(0, this)">BUY</button>
+                <button class="type-btn" data-val="1" onclick="setTradeType(1, this)">SELL</button>
+                <button class="type-btn" data-val="2" onclick="setTradeType(2, this)">DIVIDEND</button>
+              </div>
+              <input type="hidden" id="trade-type" value="0"/>
+            </div>
+
+            <!-- Symbol -->
+            <div class="form-group">
+              <label class="form-label" for="trade-symbol">Symbol <span class="required">*</span></label>
+              <input type="text" id="trade-symbol" placeholder="AAPL" style="text-transform:uppercase"/>
+            </div>
+
+            <!-- Date -->
+            <div class="form-group">
+              <label class="form-label" for="trade-date">Date <span class="required">*</span></label>
+              <input type="date" id="trade-date"/>
+            </div>
+
+            <!-- Shares -->
+            <div class="form-group">
+              <label class="form-label" for="trade-shares">Shares <span class="required">*</span></label>
+              <input type="number" id="trade-shares" placeholder="100" min="0" step="1"/>
+            </div>
+
+            <!-- Price -->
+            <div class="form-group">
+              <label class="form-label" for="trade-price">Price per share <span class="required">*</span></label>
+              <input type="number" id="trade-price" placeholder="0.00" min="0" step="0.01"/>
+            </div>
+
+            <!-- Currency -->
+            <div class="form-group">
+              <label class="form-label" for="trade-currency">Currency <span class="required">*</span></label>
+              <select id="trade-currency">
+                <option value="USD">USD — US Dollar</option>
+                <option value="EUR">EUR — Euro</option>
+                <option value="GBP">GBP — British Pound</option>
+                <option value="DKK">DKK — Danish Krone</option>
+                <option value="SEK">SEK — Swedish Krona</option>
+                <option value="NOK">NOK — Norwegian Krone</option>
+                <option value="JPY">JPY — Japanese Yen</option>
+                <option value="CHF">CHF — Swiss Franc</option>
+                <option value="CAD">CAD — Canadian Dollar</option>
+              </select>
+            </div>
+
+            <!-- Product ID -->
+            <div class="form-group">
+              <label class="form-label" for="trade-product">Product ID</label>
+              <input type="number" id="trade-product" placeholder="0" min="0" step="1"/>
+            </div>
+
+            <!-- DIVIDEND-ONLY FIELDS -->
+            <div class="dividend-fields" id="dividend-fields">
+              <span class="div-label">dividend fields</span>
+
+              <div class="form-group">
+                <label class="form-label" for="div-net">Net value</label>
+                <input type="number" id="div-net" placeholder="0.00" step="0.01"/>
+              </div>
+              <div class="form-group">
+                <label class="form-label" for="div-tax-amount">Tax amount</label>
+                <input type="number" id="div-tax-amount" placeholder="0.00" step="0.01"/>
+              </div>
+              <div class="form-group">
+                <label class="form-label" for="div-tax-rate">Tax rate</label>
+                <input type="number" id="div-tax-rate" placeholder="0.00" step="0.0001" min="0" max="1"/>
+              </div>
+              <div class="form-group">
+                <label class="form-label" for="div-payment-date">Payment date</label>
+                <input type="date" id="div-payment-date"/>
+              </div>
+            </div>
+
+            <!-- Actions -->
+            <div class="form-actions">
+              <button class="btn btn-primary" onclick="submitTrade()">Submit trade →</button>
+              <button class="btn btn-ghost" onclick="resetTradeForm()">Clear</button>
+              <span class="feedback" id="trade-feedback"></span>
+            </div>
+
+          </div>
+        </div>
+      </div>
+
+      <!-- Live preview -->
+      <div class="panel" style="margin-top:16px">
+        <div class="panel-header">
+          <span class="panel-title">// <span>payload preview</span></span>
+        </div>
+        <div class="panel-body">
+          <pre id="trade-preview" style="font-size:0.72rem;color:var(--muted2);line-height:1.7;white-space:pre-wrap">{}</pre>
+        </div>
+      </div>
+    </div>
+
+    <!-- ═══ ADD COMPANY ═══ -->
+    <div class="page" id="page-add-company">
+      <div class="page-header">
+        <h1 class="page-title">Add <span>Company</span></h1>
+        <span class="page-subtitle">Track a new company in the universe</span>
+      </div>
+
+      <div class="panel">
+        <div class="panel-header">
+          <span class="panel-title">// <span>new company</span></span>
+          <span class="tag-pill">POST /company</span>
+        </div>
+        <div class="panel-body">
+          <div class="form-grid two">
+
+            <div class="form-group">
+              <label class="form-label" for="co-symbol">Symbol <span class="required">*</span></label>
+              <input type="text" id="co-symbol" placeholder="AAPL" style="text-transform:uppercase"/>
+            </div>
+
+            <div class="form-group">
+              <label class="form-label" for="co-currency-code">Currency code <span class="required">*</span></label>
+              <select id="co-currency-code">
+                <option value="USD">USD</option>
+                <option value="EUR">EUR</option>
+                <option value="GBP">GBP</option>
+                <option value="DKK">DKK</option>
+                <option value="SEK">SEK</option>
+                <option value="NOK">NOK</option>
+                <option value="JPY">JPY</option>
+                <option value="CHF">CHF</option>
+                <option value="CAD">CAD</option>
+              </select>
+            </div>
+
+            <div class="form-group">
+              <label class="form-label" for="co-currency-id">Currency ID <span class="required">*</span></label>
+              <input type="number" id="co-currency-id" placeholder="1" min="1" step="1"/>
+            </div>
+
+            <div class="form-group">
+              <label class="form-label" for="co-price">Current price <span class="required">*</span></label>
+              <input type="number" id="co-price" placeholder="0.00" step="0.01"/>
+            </div>
+
+            <div class="form-group full">
+              <label class="form-label" for="co-shares-out">Shares outstanding <span class="required">*</span></label>
+              <input type="number" id="co-shares-out" placeholder="1000000000" min="0" step="1"/>
+            </div>
+
+            <div class="form-actions">
+              <button class="btn btn-primary" onclick="submitCompany()">Add company →</button>
+              <button class="btn btn-ghost" onclick="resetCompanyForm()">Clear</button>
+              <span class="feedback" id="company-feedback"></span>
+            </div>
+
+          </div>
+        </div>
+      </div>
+
+      <div class="panel" style="margin-top:16px">
+        <div class="panel-header">
+          <span class="panel-title">// <span>payload preview</span></span>
+        </div>
+        <div class="panel-body">
+          <pre id="company-preview" style="font-size:0.72rem;color:var(--muted2);line-height:1.7;white-space:pre-wrap">{}</pre>
+        </div>
+      </div>
+    </div>
+
+  </main>
+</div>
+
+<script>
+// ── MOCK DATA ────────────────────────────────────────────
+const MOCK_POSITIONS = [
+  { symbol:'AAPL', currency:'USD', shares:150, costBasis:22050, weight:'34.2%' },
+  { symbol:'MSFT', currency:'USD', shares:80,  costBasis:28800, weight:'27.1%' },
+  { symbol:'NOVO B', currency:'DKK', shares:200, costBasis:18000, weight:'25.5%' },
+  { symbol:'ASML', currency:'EUR', shares:15,  costBasis:11250, weight:'13.2%' },
+];
+const MOCK_COMPANIES = [
+  { symbol:'AAPL', currency:'USD', price:182.50, sharesOut:'15.4B', mktCap:'2.81T' },
+  { symbol:'MSFT', currency:'USD', price:360.00, sharesOut:'7.4B',  mktCap:'2.66T' },
+  { symbol:'NOVO B', currency:'DKK', price:635.00, sharesOut:'2.2B', mktCap:'1.40T' },
+  { symbol:'ASML', currency:'EUR', price:750.00, sharesOut:'406M', mktCap:'304B' },
+];
+const MOCK_TRADES = [
+  { date:'2026-04-15', symbol:'AAPL', type:0, shares:50, price:175.20, currency:'USD', total:8760.00 },
+  { date:'2026-03-22', symbol:'MSFT', type:0, shares:20, price:355.00, currency:'USD', total:7100.00 },
+  { date:'2026-03-01', symbol:'NOVO B', type:2, shares:200, price:18.50, currency:'DKK', total:3700.00 },
+  { date:'2026-02-10', symbol:'AAPL', type:1, shares:10, price:180.00, currency:'USD', total:1800.00 },
+];
+
+// ── NAV ──────────────────────────────────────────────────
+function navigate(page, el) {
+  document.querySelectorAll('.page').forEach(p => p.classList.remove('active'));
+  document.querySelectorAll('.nav-item').forEach(n => n.classList.remove('active'));
+  document.getElementById('page-' + page).classList.add('active');
+  if (el) el.classList.add('active');
+  if (page === 'dashboard' || page === 'positions') loadPositions();
+  if (page === 'history') loadHistory();
+}
+
+// ── RENDER TABLES ────────────────────────────────────────
+function loadPositions() {
+  const total = MOCK_POSITIONS.reduce((s,p)=>s+p.costBasis,0);
+  const tbody1 = document.getElementById('positions-body');
+  const tbody2 = document.getElementById('positions-body-2');
+  const rows = MOCK_POSITIONS.map(p => `
+    <tr>
+      <td class="td-sym">${p.symbol}</td>
+      <td class="td-muted">${p.currency}</td>
+      <td>${p.shares.toLocaleString()}</td>
+      <td>${p.costBasis.toLocaleString(undefined,{minimumFractionDigits:2})}</td>
+      <td class="td-muted">${p.weight}</td>
+    </tr>`).join('');
+  if (tbody1) tbody1.innerHTML = rows;
+  if (tbody2) tbody2.innerHTML = rows;
+
+  // summary stats
+  document.getElementById('stat-positions').textContent = MOCK_POSITIONS.length;
+  document.getElementById('stat-shares').textContent = MOCK_POSITIONS.reduce((s,p)=>s+p.shares,0).toLocaleString();
+  document.getElementById('stat-trades').textContent = MOCK_TRADES.length;
+  document.getElementById('stat-currencies').textContent = [...new Set(MOCK_POSITIONS.map(p=>p.currency))].length;
+
+  const tbody3 = document.getElementById('companies-body');
+  if (tbody3) tbody3.innerHTML = MOCK_COMPANIES.map(c=>`
+    <tr>
+      <td class="td-sym">${c.symbol}</td>
+      <td class="td-muted">${c.currency}</td>
+      <td>${c.price.toLocaleString(undefined,{minimumFractionDigits:2})}</td>
+      <td class="td-muted">${c.sharesOut}</td>
+      <td>${c.mktCap}</td>
+    </tr>`).join('');
+}
+
+function loadHistory() {
+  const typeMap = ['BUY','SELL','DIVIDEND'];
+  const classMap = ['td-buy','td-sell','td-div'];
+  const badgeMap = ['badge-buy','badge-sell','badge-div'];
+  document.getElementById('history-body').innerHTML = MOCK_TRADES.map(t=>`
+    <tr>
+      <td class="td-muted">${t.date}</td>
+      <td class="td-sym">${t.symbol}</td>
+      <td><span class="badge ${badgeMap[t.type]}">${typeMap[t.type]}</span></td>
+      <td>${t.shares}</td>
+      <td>${t.price.toFixed(2)}</td>
+      <td class="td-muted">${t.currency}</td>
+      <td>${t.total.toLocaleString(undefined,{minimumFractionDigits:2})}</td>
+    </tr>`).join('');
+}
+
+// ── TRADE TYPE TOGGLE ─────────────────────────────────────
+function setTradeType(val, btn) {
+  document.querySelectorAll('.type-btn').forEach(b => {
+    b.classList.remove('active-buy','active-sell','active-div');
+  });
+  const cls = ['active-buy','active-sell','active-div'][val];
+  btn.classList.add(cls);
+  document.getElementById('trade-type').value = val;
+  const df = document.getElementById('dividend-fields');
+  df.classList.toggle('visible', val === 2);
+  updateTradePreview();
+}
+
+// ── PAYLOAD PREVIEW ──────────────────────────────────────
+function tradePayload() {
+  const type = parseInt(document.getElementById('trade-type').value);
+  const p = {
+    symbol: document.getElementById('trade-symbol').value.toUpperCase() || '',
+    shares: parseInt(document.getElementById('trade-shares').value) || 0,
+    product: parseInt(document.getElementById('trade-product').value) || 0,
+    type,
+    price: parseFloat(document.getElementById('trade-price').value) || 0,
+    currency_code: document.getElementById('trade-currency').value,
+    date: document.getElementById('trade-date').value || new Date().toISOString().split('T')[0],
+  };
+  if (type === 2) {
+    p.net_value    = parseFloat(document.getElementById('div-net').value) || 0;
+    p.tax_amount   = parseFloat(document.getElementById('div-tax-amount').value) || 0;
+    p.tax_rate     = parseFloat(document.getElementById('div-tax-rate').value) || 0;
+    p.payment_date = document.getElementById('div-payment-date').value || '';
+  }
+  return p;
+}
+
+function updateTradePreview() {
+  document.getElementById('trade-preview').textContent =
+    JSON.stringify(tradePayload(), null, 2);
+}
+
+function updateCompanyPreview() {
+  const p = {
+    symbol: document.getElementById('co-symbol').value.toUpperCase() || '',
+    shares_outstanding: parseInt(document.getElementById('co-shares-out').value) || 0,
+    price: parseFloat(document.getElementById('co-price').value) || 0,
+    currency_id: parseInt(document.getElementById('co-currency-id').value) || 0,
+    currency_code: document.getElementById('co-currency-code').value,
+  };
+  document.getElementById('company-preview').textContent =
+    JSON.stringify(p, null, 2);
+}
+
+// Hook preview update to all trade inputs
+document.querySelectorAll('#trade-form input, #trade-form select').forEach(el => {
+  el.addEventListener('input', updateTradePreview);
+});
+
+// ── SUBMIT TRADE ─────────────────────────────────────────
+async function submitTrade() {
+  const payload = tradePayload();
+  const fb = document.getElementById('trade-feedback');
+  fb.className = 'feedback';
+
+  if (!payload.symbol || !payload.price || !payload.shares) {
+    fb.textContent = '✗ fill in required fields';
+    fb.className = 'feedback error';
+    return;
+  }
+
+  try {
+    const res = await fetch('/trades', {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify(payload),
+    });
+    if (!res.ok) throw new Error(`${res.status} ${res.statusText}`);
+    fb.textContent = '✓ trade recorded';
+    fb.className = 'feedback success';
+    // Add to mock history for demo
+    MOCK_TRADES.unshift({
+      date: payload.date, symbol: payload.symbol, type: payload.type,
+      shares: payload.shares, price: payload.price,
+      currency: payload.currency_code,
+      total: payload.shares * payload.price,
+    });
+    setTimeout(() => { fb.className = 'feedback'; }, 3000);
+  } catch(e) {
+    // For demo: show success anyway (backend not connected)
+    fb.textContent = '✓ trade recorded (demo)';
+    fb.className = 'feedback success';
+    setTimeout(() => { fb.className = 'feedback'; }, 3000);
+  }
+}
+
+async function submitCompany() {
+  const fb = document.getElementById('company-feedback');
+  fb.className = 'feedback';
+  const payload = {
+    symbol: document.getElementById('co-symbol').value.toUpperCase(),
+    shares_outstanding: parseInt(document.getElementById('co-shares-out').value) || 0,
+    price: parseFloat(document.getElementById('co-price').value) || 0,
+    currency_id: parseInt(document.getElementById('co-currency-id').value) || 0,
+    currency_code: document.getElementById('co-currency-code').value,
+  };
+
+  if (!payload.symbol || !payload.price) {
+    fb.textContent = '✗ fill in required fields';
+    fb.className = 'feedback error';
+    return;
+  }
+
+  try {
+    const res = await fetch('/company', {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify(payload),
+    });
+    if (!res.ok) throw new Error(`${res.status}`);
+    fb.textContent = '✓ company added';
+    fb.className = 'feedback success';
+  } catch {
+    fb.textContent = '✓ company added (demo)';
+    fb.className = 'feedback success';
+  }
+  setTimeout(() => { fb.className = 'feedback'; }, 3000);
+}
+
+function resetTradeForm() {
+  ['trade-symbol','trade-shares','trade-price','trade-product',
+   'div-net','div-tax-amount','div-tax-rate','div-payment-date'].forEach(id => {
+    const el = document.getElementById(id);
+    if (el) el.value = '';
+  });
+  document.getElementById('trade-date').value = '';
+  document.getElementById('trade-type').value = '0';
+  document.querySelectorAll('.type-btn').forEach(b => b.classList.remove('active-buy','active-sell','active-div'));
+  document.querySelector('.type-btn[data-val="0"]').classList.add('active-buy');
+  document.getElementById('dividend-fields').classList.remove('visible');
+  document.getElementById('trade-feedback').className = 'feedback';
+  updateTradePreview();
+}
+
+function resetCompanyForm() {
+  ['co-symbol','co-currency-id','co-price','co-shares-out'].forEach(id => {
+    document.getElementById(id).value = '';
+  });
+  document.getElementById('company-feedback').className = 'feedback';
+  updateCompanyPreview();
+}
+
+// ── COMPANY FORM PREVIEW HOOKS ───────────────────────────
+['co-symbol','co-currency-id','co-price','co-shares-out','co-currency-code'].forEach(id => {
+  document.getElementById(id).addEventListener('input', updateCompanyPreview);
+});
+
+// ── INIT ─────────────────────────────────────────────────
+loadPositions();
+const today = new Date().toISOString().split('T')[0];
+document.getElementById('trade-date').value = today;
+updateTradePreview();
+updateCompanyPreview();
+</script>
+
+</body>
+</html>

internal/website/static/index.html

@@ -0,0 +1,138 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8" />
+  <meta name="viewport" content="width=device-width, initial-scale=1.0"/>
+  <title>Portfolio — Samantha Friis</title>
+  <link href="https://fonts.googleapis.com/css2?family=Space+Mono:wght@400;700&family=Fraunces:ital,wght@0,300;0,400;0,600;1,300;1,400&display=swap" rel="stylesheet"/>
+  <link rel="stylesheet" href="/styles/main">
+  <script src="https://unpkg.com/htmx.org@2.0.4"></script>
+</head>
+<body>
+<div class="container">
+
+  <header>
+    <a href="/" class="back">← back,</a>
+    <a href="/login" class="back"> login</a>
+    <p class="tag">// portfolio</p>
+    <h1>Investment<br/><span>Portfolio</span></h1>
+    <p class="header-sub">Equity positions &nbsp;·&nbsp; Personal research</p>
+  </header>
+
+<!-- Health bar: polls every 60s, shows error on failure -->
+  <div class="status-bar"
+       hx-get="/health/fragment"
+       hx-trigger="load, every 60s"
+       hx-target="this"
+       hx-swap="innerHTML"
+       hx-on::response-error="this.innerHTML = '<span class=\'status-dot error\'></span><span>backend unreachable</span><span class=\'status-spacer\'></span><button class=\'refresh-btn\' hx-get=\'/health/fragment\' hx-target=\'closest .status-bar\' hx-swap=\'innerHTML\' onclick=\'htmx.process(this)\'>↺ retry</button>'"
+       hx-on::send-error="this.innerHTML = '<span class=\'status-dot error\'></span><span>failed to connect</span><span class=\'status-spacer\'></span><button class=\'refresh-btn\' hx-get=\'/health/fragment\' hx-target=\'closest .status-bar\' hx-swap=\'innerHTML\' onclick=\'htmx.process(this)\'>↺ retry</button>'">
+    <span class="status-dot loading"></span>
+    <span>connecting to backend…</span>
+    <span class="status-spacer"></span>
+    <button class="refresh-btn"
+            hx-get="/health/fragment"
+            hx-target="closest .status-bar"
+            hx-swap="innerHTML">↺ refresh</button>
+  </div>
+
+  <!-- Summary cards -->
+  <div class="cards"
+       hx-get="/summary/fragment"
+       hx-trigger="load"
+       hx-swap="outerHTML">
+    <div class="card"><p class="card-label">Positions</p><p class="card-value dim">…</p></div>
+    <div class="card"><p class="card-label">Total Shares</p><p class="card-value dim">…</p></div>
+    <div class="card"><p class="card-label">Total Trades</p><p class="card-value dim">…</p></div>
+    <div class="card"><p class="card-label">Currencies</p><p class="card-value dim">…</p></div>
+  </div>
+
+   <!-- Positions table -->
+  <p class="section-label">// <span>positions</span></p>
+  <div class="table-wrap">
+    <table>
+      <thead>
+        <tr>
+          <th>Symbol</th><th>Currency</th><th>Shares</th>
+          <th>Cost Basis</th><th>Weight</th>
+        </tr>
+      </thead>
+      <tbody hx-get="/positions/fragment"
+             hx-trigger="load"
+             hx-swap="innerHTML">
+        <tr class="state-row"><td colspan="5">loading…</td></tr>
+      </tbody>
+    </table>
+  </div>
+
+  <!-- Companies table -->
+  <p class="section-label">// <span>companies</span> — tracked universe</p>
+  <div class="table-wrap">
+    <table>
+      <thead>
+        <tr>
+          <th>Symbol</th><th>Currency</th><th>Price</th>
+          <th>Shares Outstanding</th><th>Market Cap</th>
+        </tr>
+      </thead>
+      <tbody hx-get="/company/fragment"
+             hx-trigger="load"
+             hx-swap="innerHTML">
+        <tr class="state-row"><td colspan="5">loading…</td></tr>
+      </tbody>
+    </table>
+  </div>
+
+  <!-- Trades accordion: lazy-loads on open -->
+  <div class="trades-section">
+    <button class="trades-toggle"
+            aria-expanded="false"
+            onclick="this.setAttribute('aria-expanded', this.getAttribute('aria-expanded')==='true'?'false':'true'); this.nextElementSibling.classList.toggle('open')">
+      <span class="toggle-label">// <span>trade history</span> — all executed orders</span>
+      <span class="toggle-icon">▾</span>
+    </button>
+
+    <div class="trades-body" id="tradesAccordion">
+      <div class="trades-inner">
+
+        <!-- Filter buttons swap only the tbody -->
+        <div class="trades-filter" id="tradeFilters">
+          <button class="filter-btn active"
+                  hx-get="/trade/fragment"
+                  hx-target="#tradesBody"
+                  hx-swap="innerHTML">All</button>
+        </div>
+
+        <p class="trades-count"
+           hx-get="/trade/count"
+           hx-trigger="load from:#tradesAccordion"
+           hx-swap="innerHTML">—</p>
+
+        <div class="trades-table-wrap">
+          <table class="trades-table">
+            <thead>
+              <tr>
+                <th>Symbol</th><th>Asset</th><th>Currency</th>
+                <th>Date</th><th>Dir</th><th>Qty</th><th>Price</th>
+              </tr>
+            </thead>
+            <tbody id="tradesBody"
+                   hx-get="/trade/fragment"
+                   hx-trigger="revealed"
+                   hx-swap="innerHTML">
+              <tr class="state-row"><td colspan="7">expand to load trades</td></tr>
+            </tbody>
+          </table>
+        </div>
+      </div>
+    </div>
+  </div>
+
+  <footer>
+    <a href="mailto:me@samantha42.xyz">me@samantha42.xyz</a>
+    <p class="footer-copy">&copy; 2026 — All rights reserved</p>
+  </footer>
+
+</div>
+</body>
+</html>

internal/website/static/login.css

@@ -0,0 +1,224 @@
+  *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
+
+  :root {
+    --ink: #1a1714;
+    --paper: #f5f0e8;
+    --accent: #c4622d;
+    --muted: #8c8070;
+    --border: #d6cfc3;
+    --field-bg: #ece7dd;
+  }
+
+  html, body {
+    height: 100%;
+    background: var(--paper);
+    color: var(--ink);
+    font-family: 'Space Mono', monospace;
+    font-size: 13px;
+  }
+
+  body {
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    min-height: 100vh;
+    padding: 24px;
+  }
+
+  /* Grain overlay */
+  body::before {
+    content: '';
+    position: fixed;
+    inset: 0;
+    background-image: url("data:image/svg+xml,%3Csvg viewBox='0 0 256 256' xmlns='http://www.w3.org/2000/svg'%3E%3Cfilter id='noise'%3E%3CfeTurbulence type='fractalNoise' baseFrequency='0.9' numOctaves='4' stitchTiles='stitch'/%3E%3C/filter%3E%3Crect width='100%25' height='100%25' filter='url(%23noise)' opacity='0.04'/%3E%3C/svg%3E");
+    pointer-events: none;
+    z-index: 0;
+    opacity: 0.5;
+  }
+
+  .container {
+    position: relative;
+    z-index: 1;
+    width: 100%;
+    max-width: 420px;
+    animation: rise 0.6s cubic-bezier(0.22, 1, 0.36, 1) both;
+  }
+
+  @keyframes rise {
+    from { opacity: 0; transform: translateY(18px); }
+    to   { opacity: 1; transform: translateY(0); }
+  }
+
+  header {
+    margin-bottom: 40px;
+  }
+
+  .back {
+    display: inline-block;
+    font-family: 'Space Mono', monospace;
+    font-size: 11px;
+    color: var(--muted);
+    text-decoration: none;
+    letter-spacing: 0.04em;
+    margin-bottom: 28px;
+    transition: color 0.2s;
+  }
+  .back:hover { color: var(--ink); }
+
+  .tag {
+    font-family: 'Space Mono', monospace;
+    font-size: 11px;
+    color: var(--accent);
+    letter-spacing: 0.08em;
+    margin-bottom: 10px;
+  }
+
+  h1 {
+    font-family: 'Fraunces', serif;
+    font-weight: 300;
+    font-size: clamp(36px, 8vw, 52px);
+    line-height: 1.05;
+    letter-spacing: -0.02em;
+    color: var(--ink);
+  }
+
+  h1 span {
+    font-style: italic;
+    color: var(--accent);
+  }
+
+  .header-sub {
+    margin-top: 10px;
+    font-size: 11px;
+    color: var(--muted);
+    letter-spacing: 0.06em;
+  }
+
+  /* Rule */
+  .rule {
+    width: 100%;
+    height: 1px;
+    background: var(--border);
+    margin: 32px 0;
+  }
+
+  /* Form */
+  .form-group {
+    margin-bottom: 20px;
+  }
+
+  label {
+    display: block;
+    font-size: 10px;
+    letter-spacing: 0.1em;
+    text-transform: uppercase;
+    color: var(--muted);
+    margin-bottom: 7px;
+  }
+
+  input[type="text"],
+  input[type="password"] {
+    width: 100%;
+    padding: 11px 14px;
+    background: var(--field-bg);
+    border: 1px solid var(--border);
+    border-radius: 2px;
+    font-family: 'Space Mono', monospace;
+    font-size: 13px;
+    color: var(--ink);
+    outline: none;
+    transition: border-color 0.2s, background 0.2s;
+    -webkit-appearance: none;
+  }
+
+  input[type="text"]:focus,
+  input[type="password"]:focus {
+    border-color: var(--accent);
+    background: var(--paper);
+  }
+
+  input::placeholder { color: var(--muted); opacity: 0.7; }
+
+  .form-footer {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    margin-top: 28px;
+    gap: 16px;
+  }
+
+  .btn-login {
+    display: inline-flex;
+    align-items: center;
+    gap: 8px;
+    background: var(--ink);
+    color: var(--paper);
+    font-family: 'Space Mono', monospace;
+    font-size: 11px;
+    letter-spacing: 0.08em;
+    text-transform: uppercase;
+    border: none;
+    padding: 12px 24px;
+    cursor: pointer;
+    border-radius: 2px;
+    transition: background 0.2s, transform 0.15s;
+  }
+
+  .btn-login:hover {
+    background: var(--accent);
+    transform: translateY(-1px);
+  }
+  .btn-login:active { transform: translateY(0); }
+
+  .btn-login svg {
+    transition: transform 0.2s;
+  }
+  .btn-login:hover svg { transform: translateX(3px); }
+
+  .forgot {
+    font-size: 11px;
+    color: var(--muted);
+    text-decoration: none;
+    letter-spacing: 0.03em;
+    border-bottom: 1px solid transparent;
+    transition: color 0.2s, border-color 0.2s;
+  }
+  .forgot:hover { color: var(--ink); border-color: var(--ink); }
+
+  footer {
+    margin-top: 48px;
+    display: flex;
+    justify-content: space-between;
+    align-items: flex-end;
+    border-top: 1px solid var(--border);
+    padding-top: 16px;
+    animation: rise 0.6s 0.15s cubic-bezier(0.22, 1, 0.36, 1) both;
+  }
+
+  footer a {
+    font-size: 10px;
+    color: var(--muted);
+    text-decoration: none;
+    letter-spacing: 0.04em;
+    transition: color 0.2s;
+  }
+  footer a:hover { color: var(--accent); }
+
+  .footer-copy {
+    font-size: 10px;
+    color: var(--border);
+    letter-spacing: 0.04em;
+  }
+
+  /* Decorative corner mark */
+  .corner-mark {
+    position: fixed;
+    bottom: 24px;
+    right: 28px;
+    font-family: 'Fraunces', serif;
+    font-style: italic;
+    font-size: 11px;
+    color: var(--border);
+    letter-spacing: 0.06em;
+    z-index: 1;
+  }

internal/website/static/login.html

@@ -0,0 +1,67 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8" />
+  <meta name="viewport" content="width=device-width, initial-scale=1.0"/>
+  <title>Portfolio — Samantha Friis</title>
+  <link href="https://fonts.googleapis.com/css2?family=Space+Mono:wght@400;700&family=Fraunces:ital,wght@0,300;0,400;0,600;1,300;1,400&display=swap" rel="stylesheet"/>
+  <link rel="stylesheet" href="/styles/login">
+  <script src="https://unpkg.com/htmx.org@2.0.4"></script>
+</head>
+<body>
+<div class="container">
+  <header>
+    <a href="/" class="back">← back</a>
+    <p class="tag">// portfolio</p>
+    <h1>Investment<br/><span>Portfolio</span></h1>
+    <p class="header-sub">Equity positions &nbsp;·&nbsp; Personal research</p>
+  </header>
+
+  <div class="rule"></div>
+
+  <form
+    hx-post="/auth/login"
+    hx-target="#login-response"
+    hx-swap="innerHTML"
+    hx-indicator=".btn-login"
+  >
+    <div class="form-group">
+      <label for="username">Username</label>
+      <input type="text" id="username" name="username" placeholder="your handle" autocomplete="username" required />
+    </div>
+
+    <div class="form-group">
+      <label for="password">Passphrase</label>
+      <input type="password" id="password" name="password" placeholder="········" autocomplete="current-password" required />
+    </div>
+
+    <div class="form-group">
+      <label>Auth Code</label>
+      <input type="text" id="auth-code" name="auth_code" />
+    </div>
+
+    <div class="form-footer">
+      <button class="btn-login" type="submit">
+        <span class="btn-label">
+          Enter
+          <svg width="14" height="10" viewBox="0 0 14 10" fill="none" xmlns="http://www.w3.org/2000/svg">
+            <path d="M1 5H13M9 1L13 5L9 9" stroke="currentColor" stroke-width="1.4" stroke-linecap="round" stroke-linejoin="round"/>
+          </svg>
+        </span>
+        <span class="btn-spinner"></span>
+      </button>
+    </div>
+
+    <div id="login-response"></div>
+  </form>
+
+  <footer>
+    <a href="mailto:me@samantha42.xyz">me@samantha42.xyz</a>
+    <p class="footer-copy">&copy; 2026 — All rights reserved</p>
+  </footer>
+</div>
+
+<p class="corner-mark">SF — 2026</p>
+
+</body>
+</html>

internal/website/static/styles.css

@@ -0,0 +1,138 @@
+    :root {
+      --bg:      #f5efe7;;
+      --surface: #efefef;
+      --surface2:#e0e0e0;
+      --border:  #8c8c8c;
+      --border2: #acacac;
+      --text:    #000000;
+      --muted:   #5a5a68;
+      --muted2:  #3d3d4a;
+      --accent:  #c8a96e;
+      --up:      #5aad85;
+      --down:    #c96b6b;
+      --mono:    'Space Mono', monospace;
+      --serif:   'Fraunces', Georgia, serif;
+    }
+
+    *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
+    html { font-size: 15px; }
+    body {
+      background: var(--bg);
+      color: var(--text);
+      font-family: var(--mono);
+      font-size: 0.8rem;
+      line-height: 1.6;
+      -webkit-font-smoothing: antialiased;
+    }
+
+    .container { max-width: 1080px; margin: 0 auto; padding: 3rem 2rem 5rem; }
+
+    /* ── Header ── */
+    header { margin-bottom: 3rem; border-bottom: 1px solid var(--border); padding-bottom: 2rem; }
+    .back { display: inline-block; color: var(--muted); text-decoration: none; font-size: 0.72rem; letter-spacing: 0.05em; margin-bottom: 1.8rem; transition: color 0.15s; }
+    .back:hover { color: var(--accent); }
+    .tag { font-size: 0.68rem; color: var(--accent); letter-spacing: 0.12em; margin-bottom: 0.6rem; }
+    h1 { font-family: var(--serif); font-size: clamp(2.4rem, 5vw, 3.6rem); font-weight: 300; line-height: 1.1; color: var(--text); margin-bottom: 0.75rem; }
+    h1 span { font-style: italic; color: var(--accent); }
+    .header-sub { font-size: 0.7rem; color: var(--muted); letter-spacing: 0.08em; }
+
+    /* ── Status bar ── */
+    .status-bar {
+      display: flex; align-items: center; gap: 0.6rem;
+      font-size: 0.65rem; color: var(--muted);
+      margin-bottom: 2rem; padding: 0.6rem 1rem;
+      background: var(--surface); border: 1px solid var(--border); border-radius: 5px;
+    }
+    .status-dot { width: 7px; height: 7px; border-radius: 50%; flex-shrink: 0; background: var(--muted2); }
+    .status-dot.ok      { background: var(--up); }
+    .status-dot.loading { background: var(--accent); animation: blink 1s ease-in-out infinite; }
+    .status-dot.error   { background: var(--down); }
+    @keyframes blink { 0%,100%{opacity:1} 50%{opacity:.2} }
+    .status-sep { color: var(--muted2); margin: 0 0.25rem; }
+    .status-spacer { flex: 1; }
+    .refresh-btn {
+      background: none; border: 1px solid var(--border2); border-radius: 3px;
+      color: var(--muted); font-family: var(--mono); font-size: 0.62rem;
+      padding: 2px 9px; cursor: pointer; letter-spacing: 0.05em; transition: all 0.15s;
+    }
+    .refresh-btn:hover { border-color: var(--accent); color: var(--accent); }
+
+    /* ── Summary cards ── */
+    .cards { display: grid; grid-template-columns: repeat(4, 1fr); gap: 1px; background: var(--border); border: 1px solid var(--border); border-radius: 6px; overflow: hidden; margin-bottom: 2.5rem; }
+    .card { background: var(--surface); padding: 1.1rem 1.25rem; }
+    .card-label { font-size: 0.62rem; color: var(--muted); letter-spacing: 0.1em; text-transform: uppercase; margin-bottom: 0.45rem; }
+    .card-value { font-family: var(--serif); font-size: 1.65rem; font-weight: 300; color: var(--text); }
+    .card-value.dim { color: var(--muted2); font-size: 1rem; }
+
+    /* ── Section label ── */
+    .section-label { font-size: 0.62rem; color: var(--muted); letter-spacing: 0.1em; text-transform: uppercase; margin-bottom: 0.75rem; }
+    .section-label span { color: var(--accent); }
+
+    /* ── Tables ── */
+    .table-wrap { overflow-x: auto; border: 1px solid var(--border); border-radius: 6px; margin-bottom: 2.5rem; }
+    table { width: 100%; border-collapse: collapse; font-size: 0.75rem; }
+    thead tr { border-bottom: 1px solid var(--border2); background: var(--surface); }
+    th { color: var(--muted); font-weight: 400; font-size: 0.6rem; letter-spacing: 0.1em; text-transform: uppercase; padding: 0.75rem 1rem; text-align: left; white-space: nowrap; }
+    td { padding: 0.7rem 1rem; border-bottom: 1px solid var(--border); color: var(--text); white-space: nowrap; }
+    tbody tr:last-child td { border-bottom: none; }
+    tbody tr:hover td { background: rgba(200,169,110,0.03); }
+
+    .ticker { font-weight: 700; font-size: 0.72rem; letter-spacing: 0.04em; color: var(--text); margin-right: 6px; }
+    .currency-badge { display: inline-block; font-size: 0.58rem; padding: 1px 5px; background: var(--surface2); border: 1px solid var(--border2); border-radius: 3px; color: var(--muted); letter-spacing: 0.06em; vertical-align: middle; }
+
+    .weight-cell { min-width: 100px; }
+    .weight-bar-track { height: 2px; background: var(--border2); border-radius: 1px; margin-top: 5px; }
+    .weight-bar-fill  { height: 2px; background: var(--accent); border-radius: 1px; }
+
+    .state-row td { color: var(--muted2); font-size: 0.7rem; text-align: center; padding: 2rem; border-bottom: none; }
+
+    /* ── Trades accordion ── */
+    .trades-section { margin-top: 0; }
+    .trades-toggle {
+      display: flex; align-items: center; justify-content: space-between;
+      cursor: pointer; background: none; border: none;
+      border-top: 1px solid var(--border); border-bottom: 1px solid var(--border);
+      width: 100%; padding: 0.85rem 0; color: inherit;
+      font-family: var(--mono); font-size: 0.62rem; letter-spacing: 0.1em;
+      text-align: left; user-select: none; text-transform: uppercase;
+    }
+    .trades-toggle:hover .toggle-label { color: var(--accent); }
+    .toggle-label { color: var(--muted); transition: color 0.15s; }
+    .toggle-label span { color: var(--accent); }
+    .toggle-icon { color: var(--muted2); font-size: 0.9rem; transition: transform 0.25s ease; }
+    .trades-toggle[aria-expanded="true"] .toggle-icon { transform: rotate(180deg); }
+    .trades-body { display: grid; grid-template-rows: 0fr; transition: grid-template-rows 0.3s ease; }
+    .trades-body.open { grid-template-rows: 1fr; }
+    .trades-inner { overflow: hidden; }
+
+    .trades-filter { display: flex; gap: 0.4rem; flex-wrap: wrap; padding: 1rem 0 0.75rem; }
+    .filter-btn {
+      background: none; border: 1px solid var(--border2); border-radius: 3px;
+      color: var(--muted); font-family: var(--mono); font-size: 0.62rem;
+      letter-spacing: 0.08em; padding: 3px 10px; cursor: pointer;
+      transition: all 0.15s; text-transform: uppercase;
+    }
+    .filter-btn:hover, .filter-btn.active { border-color: var(--accent); color: var(--accent); background: rgba(200,169,110,0.06); }
+
+    .trades-count { font-size: 0.62rem; color: var(--muted2); letter-spacing: 0.06em; padding-bottom: 0.5rem; }
+
+    .trades-table-wrap { overflow-x: auto; padding-bottom: 1.5rem; border: 1px solid var(--border); border-radius: 6px; }
+    .trades-table { width: 100%; border-collapse: collapse; font-size: 0.73rem; }
+    .trades-table thead tr { border-bottom: 1px solid var(--border2); background: var(--surface); }
+    .trades-table th { color: var(--muted); font-weight: 400; letter-spacing: 0.1em; font-size: 0.6rem; text-transform: uppercase; padding: 0.6rem 0.9rem; text-align: left; white-space: nowrap; }
+    .trades-table td { padding: 0.6rem 0.9rem; border-bottom: 1px solid var(--border); white-space: nowrap; color: var(--text); }
+    .trades-table tbody tr:last-child td { border-bottom: none; }
+    .trades-table tbody tr:hover td { background: rgba(200,169,110,0.03); }
+    .trades-table tr.hidden-row { display: none; }
+
+    .dir-buy  { color: var(--up); }
+    .dir-sell { color: var(--down); }
+
+    .trade-code { display: inline-block; padding: 1px 6px; border-radius: 3px; font-size: 0.6rem; background: var(--surface2); border: 1px solid var(--border2); color: var(--muted); letter-spacing: 0.05em; }
+    .trade-ticker { font-weight: 700; color: var(--text); letter-spacing: 0.03em; }
+
+    /* ── Footer ── */
+    footer { margin-top: 4rem; padding-top: 1.5rem; border-top: 1px solid var(--border); display: flex; align-items: center; justify-content: space-between; }
+    footer a { color: var(--muted); font-size: 0.68rem; text-decoration: none; letter-spacing: 0.04em; transition: color 0.15s; }
+    footer a:hover { color: var(--accent); }
+    .footer-copy { font-size: 0.65rem; color: var(--muted2); letter-spacing: 0.06em; }

main.go

@@ -2,15 +2,17 @@ package main
 
 import (
 	"Portifolio/internal/database"
-	"Portifolio/internal/handlers"
-	"Portifolio/internal/shell"
-	"bufio"
+	"Portifolio/internal/middleware"
+	"Portifolio/internal/service"
+	"Portifolio/internal/website"
 	"database/sql"
+	"flag"
 	"fmt"
 	"log"
 	"net/http"
 	"os"
-	"strings"
+
+	"github.com/joho/godotenv"
 
 	_ "github.com/mattn/go-sqlite3"
 )
@@ -20,15 +22,80 @@ var db *sql.DB
 func corsMiddleware(next http.Handler) http.Handler {
 	return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
 		log.Printf("Incoming request: %s %s from %s", r.Method, r.URL.Path, r.Header.Get("Origin"))
+
+		w.Header().Set("Access-Control-Allow-Origin", "http://localhost:8081")
+		w.Header().Set("Access-Control-Allow-Methods", "GET, POST, PUT, DELETE, OPTIONS")
+		w.Header().Set("Access-Control-Allow-Headers", "Content-Type, Authorization")
+
 		if r.Method == http.MethodOptions {
 			w.WriteHeader(http.StatusNoContent)
 			return
 		}
+
 		next.ServeHTTP(w, r)
 	})
 }
 
+func EnvCheck() error {
+
+	if os.Getenv("username") == "" {
+		return fmt.Errorf("Missing: username")
+	}
+	if os.Getenv("password") == "" {
+		return fmt.Errorf("Missing: password")
+	}
+	if os.Getenv("AUTH_TOTP_SECRET") == "" {
+		return fmt.Errorf("Missing: AUTH_TOTP_SECRET")
+	}
+
+	return nil
+}
+
+func RegisterRoutes(mux *http.ServeMux, db *sql.DB) {
+	svc := service.New(db) // ← create it here, once
+
+	// ── Website (HTMX fragments) ──────────────────────────────
+	mux.HandleFunc("/", website.Getsite())
+	mux.HandleFunc("/styles/main", website.GetstylesheetMain())
+	mux.HandleFunc("/styles/login", website.GetstylesheetLogin())
+	mux.HandleFunc("/styles/admin", website.GetstylesheetAdmin())
+	mux.Handle("/admin", middleware.RequireSession(website.GetAdmin()))
+	mux.HandleFunc("/login", website.GetAdminLogin())
+	mux.HandleFunc("POST /auth/login", website.LoginHandler())
+	mux.HandleFunc("/health/fragment", website.HealthFragment(svc))
+	mux.HandleFunc("/positions/fragment", website.PositionsFragment(svc))
+	mux.HandleFunc("/company/fragment", website.CompanyFragment(svc))
+	mux.HandleFunc("/summary/fragment", website.SummaryFragment(svc))
+	mux.HandleFunc("/trade/fragment", website.TradeFragment(svc))
+	mux.HandleFunc("/trade/count", website.TradeCount(svc))
+
+	// ── API (JSON) ────────────────────────────────────────────
+	mux.HandleFunc("/health", svc.HealthHandler())
+	mux.HandleFunc("POST /trade/add", svc.AddTradeHandler())
+	mux.HandleFunc("GET /trade/list", svc.GetTradeListHandler())
+	//mux.HandleFunc("GET /trade/search", svc.SearchTradeHandler(svc))
+	mux.HandleFunc("GET /positions/list", svc.GetPositionListHandler())
+	//mux.HandleFunc("GET /positions/closed/list", svc.GetClosedPositionListHandler(svc))
+	//mux.HandleFunc("GET /positions/closed/search", svc.SearchClosedPositionsHandler(svc))
+	mux.HandleFunc("POST /company/add", svc.AddCompanyHandler())
+	mux.HandleFunc("GET /company/list", svc.GetCompaniesHandler())
+	mux.HandleFunc("GET /company/revenue/categories", svc.GetCompanyRevenueCategories())
+	//mux.HandleFunc("POST /company/S-O/add", svc.AddSharesOutstandingHandler(svc))
+	//mux.HandleFunc("GET /company/S-O/list", svc.GetSharesOutstandingHandler(svc))
+	mux.HandleFunc("GET /currency/list", svc.GetCurrenciesHandler())
+	mux.HandleFunc("POST /currency/add", svc.AddCurrencyHandler())
+	mux.HandleFunc("POST /add/revenue/entry", svc.AddRevenueEntryHandler())
+	mux.HandleFunc("POST /api/v1/revenue/add", svc.AddRevenueEntryHandler())
+}
 func main() {
+	// --- CLI flags ---
+	port := flag.String("port", "8080", "Port to listen on")
+	host := flag.String("host", "", "Host/IP to listen on (default: all interfaces)")
+	flag.Parse()
+
+	addr := fmt.Sprintf("%s:%s", *host, *port)
+
+	// --- Database ---
 	var err error
 	db, err = sql.Open("sqlite3", "./app.db?_foreign_keys=on")
 	if err != nil {
@@ -40,96 +107,22 @@ func main() {
 		log.Fatal("Failed to connect to database:", err)
 	}
 
+	err = godotenv.Load(".env")
+	if err != nil {
+		log.Fatal("Error loading .env file")
+	}
+	err = EnvCheck()
+	if err != nil {
+		log.Fatal("Env vars not found:", err)
+	}
+
 	database.InitDB(db)
 	fmt.Println("Connected to SQLite database")
 
+	// --- Routes ---
 	mux := http.NewServeMux()
-
-	mux.HandleFunc("/health", handlers.HealthHandler(db))
-
-	//Trades
-	mux.HandleFunc("POST /trade/add", handlers.AddTradeHandler(db))
-	mux.HandleFunc("GET /trade/list", handlers.GetTradeListHandler(db))
-	mux.HandleFunc("GET /positions/list", handlers.GetPositionListHandler(db))
-
-	// Company
-	mux.HandleFunc("POST /company/add", handlers.AddCompanyHandler(db))
-	mux.HandleFunc("GET /company/list", handlers.GetCompaniesHandler(db))
-	mux.HandleFunc("GET /company/revenue/categories", handlers.GetCompanyRevenueCategories(db))
-
-	// Currency
-	mux.HandleFunc("GET /currency/list", handlers.GetCurrenciesHandler(db))
-	mux.HandleFunc("POST /currency/add", handlers.AddCurrencyHandler(db))
-
-	// Revenue
-	mux.HandleFunc("POST /add/revenue/entry", handlers.AddRevenueEntryHandler(db))
-	mux.HandleFunc("POST /api/v1/revenue/add", handlers.AddRevenueEntryHandler(db))
-
-	//http.HandleFunc("GET /revenue/report", handlers.GetRevenueReportHandler(db))
+	RegisterRoutes(mux, db)
 
 	fmt.Println("Server running on :8080")
-	go func() {
-		log.Fatal(http.ListenAndServe(":8080", corsMiddleware(mux)))
-	}()
-
-	runShell(db)
-}
-
-func runShell(db *sql.DB) {
-	scanner := bufio.NewScanner(os.Stdin)
-	fmt.Println("\nShell ready. Type 'help' for commands.")
-
-	for {
-		fmt.Print("> ")
-		if !scanner.Scan() {
-			break
-		}
-
-		parts := strings.Fields(scanner.Text())
-		if len(parts) == 0 {
-			continue
-		}
-
-		switch parts[0] {
-		// Company
-		case "add-company":
-			shell.AddCompany(scanner, db)
-		case "list-companies":
-			shell.ListCompanies(db)
-
-		// Currency
-		case "add-currency":
-			shell.AddCurrency(scanner, db)
-		case "list-currency":
-			shell.ListCurrencies(db)
-
-		// Revenue
-		case "add-revenue":
-			shell.AddRevenue(scanner, db)
-		case "list-revenue":
-			shell.ListRevenue(scanner, db)
-
-		case "help":
-			fmt.Println("\nCommands:")
-			fmt.Println("  --- Company ---")
-			fmt.Println("  add-company       add a new company")
-			fmt.Println("  list-companies    list all companies")
-			fmt.Println("  --- Currency ---")
-			fmt.Println("  add-currency      add a new currency")
-			fmt.Println("  list-currency     list all currencies")
-			fmt.Println("  --- Revenue ---")
-			fmt.Println("  add-revenue       add a revenue entry interactively")
-			fmt.Println("  list-revenue      list revenue for a company/period")
-			fmt.Println("  sum-revenue       sum revenue across periods")
-			fmt.Println("  --- Other ---")
-			fmt.Println("  exit              quit")
-
-		case "exit":
-			fmt.Println("Bye!")
-			os.Exit(0)
-
-		default:
-			fmt.Printf("Unknown command: %s. Type 'help' for commands.\n", parts[0])
-		}
-	}
+	http.ListenAndServe(addr, corsMiddleware(mux))
 }