Feature Request: Built-in PnL Tracking and Portfolio Analytics

[joseph-eldo]

Feature Request: Built-in PnL Tracking and Portfolio Analytics

Summary

Add native portfolio tracking to SlopeSniper to help traders monitor their performance over time without external tools.

Use Case

As a trader, I want to see my realized and unrealized gains/losses, track my portfolio value over time, and understand my trading performance - all within SlopeSniper.

Current Gap

SlopeSniper provides excellent execution tools but lacks portfolio analytics:

• ✅ Can see current wallet balance
• ✅ Can see trade history
• ❌ No starting balance reference
• ❌ No PnL calculation
• ❌ No performance metrics
• ❌ No timeline/charting

Users must manually track this in spreadsheets or build custom scripts.

Proposed Solution

Basic Implementation

Add PnL tracking to existing commands:

# Initialize tracking with current balance as baseline
slopesniper pnl init

# View current PnL
slopesniper pnl

Output example:

Portfolio Performance
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Starting Value:  $14.17 (2026-01-27 22:38:31)
Current Value:   $12.49
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Total PnL:       -$1.68 (-11.85%)
Realized PnL:    $0.00
Unrealized PnL:  -$1.68
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Trades:          1 buy, 0 sells
Win Rate:        N/A (no closed positions)

Data Structure

Store in ~/.slopesniper/pnl.db (SQLite):

CREATE TABLE snapshots (
    id INTEGER PRIMARY KEY,
    timestamp TEXT NOT NULL,
    sol_balance REAL,
    sol_value_usd REAL,
    total_value_usd REAL,
    trigger TEXT  -- 'manual', 'trade', 'init'
);

CREATE TABLE positions (
    id INTEGER PRIMARY KEY,
    mint TEXT NOT NULL,
    symbol TEXT,
    entry_timestamp TEXT,
    entry_amount REAL,
    entry_cost_usd REAL,
    entry_price REAL,
    exit_timestamp TEXT,
    exit_amount REAL,
    exit_value_usd REAL,
    exit_price REAL,
    realized_pnl REAL,
    status TEXT  -- 'open', 'closed'
);

Auto-Tracking

Automatically log snapshots after trades:

• After slopesniper buy succeeds → log snapshot
• After slopesniper sell succeeds → log snapshot + close position
• Manual: slopesniper pnl snapshot → log current state

Advanced Features (Future)

1. Timeline view

slopesniper pnl timeline

Shows hourly/daily snapshots in ASCII chart

2. Position-level tracking

slopesniper pnl positions

Open Positions
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Token    Entry      Cost    Current   PnL      Age
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Peyote   $0.00014   $10.00  $8.81     -$1.19   24m

3. Export

slopesniper pnl export --format csv
slopesniper pnl export --format json

4. Statistics

slopesniper pnl stats

Trading Statistics
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Total Trades:        42
Win Rate:            57.14%
Average Gain:        +32.5%
Average Loss:        -18.2%
Largest Win:         +247% ($123)
Largest Loss:        -42% ($38)
Average Hold Time:   4.2 hours

5. Reset/Rebase

# Reset starting point to current balance
slopesniper pnl reset

# Set specific starting balance
slopesniper pnl init --starting-value 100

Implementation Notes

Storage:

• Use SQLite for structured queries
• Store in ~/.slopesniper/pnl.db
• Migrate existing trade_history.db if present

Performance:

• Only log on trades, not on every price check
• Keep snapshots table pruned (archive old data)
• Fast queries for common operations

Privacy:

• All data stored locally
• No external services
• User controls retention

Current Workaround

I built a bash + JSON solution:

pnl-tracker.json - Manual tracking database
log-trade.sh - Update after trades
view-pnl.sh - Display summary

Works but requires:

• Running scripts manually after trades
• No integration with SlopeSniper commands
• Fragile JSON parsing
• No historical charting

Benefits

• Better decision making - See if your strategy is working
• Risk management - Track drawdowns and position sizes
• Tax reporting - Export trade history with cost basis
• Motivation - Visual progress tracking
• Professional tool - Compete with centralized exchange UX

Related Issues

• Feature Request: Auto-Sell Based on Market Cap Target #24 - Auto-sell targets (would auto-log PnL when triggered)
• Trade history already exists - this extends it with analytics

Priority

Nice to have but adds significant value:

• Basic PnL (init + current) = high value, low complexity
• Position tracking = medium complexity
• Charts/stats = lower priority, higher complexity

Start with basic PnL in a future release, iterate from there.

---

Example user flow:

# Day 1: Setup
$ slopesniper pnl init
✅ Baseline set: $100.00 (0.79 SOL)

# Trade some tokens
$ slopesniper buy BONK 25
$ slopesniper sell WIF all

# Check performance
$ slopesniper pnl
Portfolio: $112.50 (+12.50%)
Realized: +$8.00
Unrealized: +$4.50
Trades: 3 (2 closed, 1 open)

Clean, simple, valuable. 📊