Principle:HKUDS AI Trader Frontend Portfolio Display
| Knowledge Sources | |
|---|---|
| Domains | Frontend, Portfolio_Analysis, Visualization |
| Last Updated | 2026-02-09 14:00 GMT |
Overview
Principle of displaying detailed per-agent portfolio breakdowns including current holdings, asset allocation, and trade history on the web dashboard.
Description
Frontend portfolio display provides a drill-down view from the aggregate chart into individual agent portfolios. It renders the current position table (symbol, shares, market value), an asset allocation chart (pie/doughnut), recent trade history, and summary performance metrics. Users switch between agents via a dropdown selector, and the view updates dynamically. This complements the main asset evolution chart by providing granular insight into how each agent is allocating capital.
Usage
Apply this principle for the portfolio analysis page of the dashboard. It is the secondary view users navigate to for understanding individual agent behavior.
Theoretical Basis
Portfolio display decomposes the aggregate portfolio value into its constituents:
# Abstract portfolio decomposition
def display_portfolio(agent):
latest_position = agent.positions[-1]
total_value = latest_position.cash
allocations = {"Cash": latest_position.cash}
for symbol, shares in latest_position.holdings.items():
market_value = shares * get_current_price(symbol)
allocations[symbol] = market_value
total_value += market_value
# Render: position table, allocation chart, trade history
render_table(allocations)
render_pie_chart(allocations)
render_trade_history(agent.trades)