Initial commit: MyMidas personal finance tracker

Full-stack self-hosted finance app with FastAPI backend and React frontend.

Features:
- Accounts, transactions, budgets, investments with GBP base currency
- CSV import with auto-detection for 10 UK bank formats
- ML predictions: spending forecast, net worth projection, Monte Carlo
- 7 selectable themes (Obsidian, Arctic, Midnight, Vault, Terminal, Synthwave, Ledger)
- Receipt/document attachments on transactions (JPEG, PNG, WebP, PDF)
- AES-256-GCM field encryption, RS256 JWT, TOTP 2FA, RLS, audit log
- Encrypted nightly backups + key rotation script
- Mobile-responsive layout with bottom nav

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

backend/app/schemas/investment.py

@@ -0,0 +1,103 @@
+import uuid
+from datetime import date as DateType, datetime
+from decimal import Decimal
+from typing import Literal
+
+from pydantic import BaseModel, Field
+
+InvestmentTxnType = Literal["buy", "sell", "dividend", "split", "fee", "transfer_in", "transfer_out"]
+
+
+class AssetSearch(BaseModel):
+    id: uuid.UUID
+    symbol: str
+    name: str
+    type: str
+    currency: str
+    exchange: str | None
+    last_price: Decimal | None
+    price_change_24h: Decimal | None
+    data_source: str
+
+    model_config = {"from_attributes": True}
+
+
+class AssetPricePoint(BaseModel):
+    date: DateType
+    open: Decimal | None
+    high: Decimal | None
+    low: Decimal | None
+    close: Decimal
+    volume: Decimal | None
+
+    model_config = {"from_attributes": True}
+
+
+class HoldingCreate(BaseModel):
+    account_id: uuid.UUID
+    asset_id: uuid.UUID
+    quantity: Decimal = Field(..., gt=0)
+    avg_cost_basis: Decimal = Field(..., ge=0)
+    currency: str = Field(default="GBP", min_length=3, max_length=10)
+
+
+class HoldingResponse(BaseModel):
+    id: uuid.UUID
+    account_id: uuid.UUID
+    asset_id: uuid.UUID
+    symbol: str
+    asset_name: str
+    asset_type: str
+    quantity: Decimal
+    avg_cost_basis: Decimal
+    current_price: Decimal | None
+    current_value: Decimal | None
+    cost_basis_total: Decimal
+    unrealised_gain: Decimal | None
+    unrealised_gain_pct: Decimal | None
+    currency: str
+    price_change_24h: Decimal | None
+
+    model_config = {"from_attributes": True}
+
+
+class InvestmentTxnCreate(BaseModel):
+    holding_id: uuid.UUID
+    type: InvestmentTxnType
+    quantity: Decimal = Field(..., ge=0)
+    price: Decimal = Field(..., ge=0)
+    fees: Decimal = Field(default=Decimal("0"), ge=0)
+    currency: str = Field(default="GBP", min_length=3, max_length=10)
+    date: DateType
+    notes: str | None = None
+
+
+class InvestmentTxnResponse(BaseModel):
+    id: uuid.UUID
+    holding_id: uuid.UUID
+    type: str
+    quantity: Decimal
+    price: Decimal
+    fees: Decimal
+    total_amount: Decimal
+    currency: str
+    date: DateType
+    created_at: datetime
+
+    model_config = {"from_attributes": True}
+
+
+class PortfolioSummary(BaseModel):
+    total_value: Decimal
+    total_cost: Decimal
+    total_gain: Decimal
+    total_gain_pct: Decimal
+    currency: str
+    holdings: list[HoldingResponse]
+
+
+class PerformanceMetrics(BaseModel):
+    twrr: Decimal | None
+    total_return: Decimal
+    total_return_pct: Decimal
+    currency: str