feat(portfolio): add asset name field across API, DB, and CLI

2026-04-03 14:51:36 +00:00
parent aeb4f10fd0
commit 0654b24d66
13 changed files with 115 additions and 19 deletions
@@ -387,6 +387,7 @@ Bootstrap rule:
 - `portfolio_id: str`
 - `broker: str = "kis"`
 - `status: str = "enabled"`
+- `name: str | null` (when null, defaults to `symbol`)
 - `symbol: str`
 - `strategy_name: str = "target_value"`
 - `strategy_params: object = {}`
@@ -401,6 +402,7 @@ Bootstrap rule:

 - `broker: str | null`
 - `status: str | null`
+- `name: str | null`
 - `symbol: str | null`
 - `strategy_name: str | null`
 - `strategy_params: object | null`
@@ -492,6 +494,7 @@ Bootstrap rule:
 - `portfolio_id: str`
 - `broker: str`
 - `status: str`
+- `name: str`
 - `symbol: str`
 - `cash_balance: float`
 - `asset_quantity: float`
@@ -553,7 +556,7 @@ Portfolio subcommands:

 - `portfoliohub portfolio list [--broker ...] [--status ...]`
 - `portfoliohub portfolio status <portfolio_id> [--recent 5]`
- `portfoliohub portfolio create <portfolio_id> --symbol ... [options] [--force]`
+- `portfoliohub portfolio create <portfolio_id> --symbol ... [--name ...] [options] [--force]`
 - `portfoliohub portfolio update <portfolio_id> [options] [--force]`
 - `portfoliohub portfolio buy <portfolio_id> --quantity ... --price ... [options] [--force]`
 - `portfoliohub portfolio sell <portfolio_id> --quantity ... --price ... [options] [--force]`