Manuelheck/feature/portfolio configs

.dockerignore

@@ -0,0 +1,106 @@
+# Git
+.git
+.gitignore
+.gitattributes
+
+# Docker
+Dockerfile*
+docker-compose*
+.dockerignore
+
+# Python
+__pycache__/
+*.py[cod]
+*$py.class
+*.so
+.Python
+build/
+develop-eggs/
+dist/
+downloads/
+eggs/
+.eggs/
+lib/
+lib64/
+parts/
+sdist/
+var/
+wheels/
+*.egg-info/
+.installed.cfg
+*.egg
+MANIFEST
+
+# Virtual environments
+.env
+.venv
+env/
+venv/
+ENV/
+env.bak/
+venv.bak/
+
+# IDEs
+.vscode/
+.idea/
+*.swp
+*.swo
+*~
+
+# OS
+.DS_Store
+.DS_Store?
+._*
+.Spotlight-V100
+.Trashes
+ehthumbs.db
+Thumbs.db
+
+# Project specific
+cache/
+exports/
+reports_output/
+logs/
+*.log
+htmlcov/
+.coverage
+coverage.xml
+.pytest_cache/
+.mypy_cache/
+.ruff_cache/
+
+# Temporary files
+*.tmp
+*.temp
+temp/
+tmp/
+
+# Documentation
+docs/_build/
+site/
+
+# Node.js (if any frontend)
+node_modules/
+npm-debug.log*
+yarn-debug.log*
+yarn-error.log*
+
+# Jupyter
+.ipynb_checkpoints/
+*.ipynb
+
+# Large data files
+*.csv
+*.json
+*.pkl
+*.pickle
+*.h5
+*.hdf5
+*.parquet
+
+# API keys and secrets
+.env.local
+.env.*.local
+secrets/
+*.key
+*.pem

.env.example

@@ -1,33 +1,127 @@
-# Database Configuration
-QUANTPY_DATABASE_TYPE=postgresql  # or mongodb
-QUANTPY_DATABASE_HOST=localhost
-QUANTPY_DATABASE_PORT=5432  # 27017 for MongoDB
-QUANTPY_DATABASE_NAME=quant_db
-QUANTPY_DATABASE_USER=postgres
-QUANTPY_DATABASE_PASSWORD=password
-
-# API Configuration
+# ===========================================
+# DATA SOURCE API KEYS
+# ===========================================
+
+# Alpha Vantage - Stock/Forex/Crypto data
+# Get your free API key at: https://www.alphavantage.co/support/#api-key
+ALPHA_VANTAGE_API_KEY=demo
+
+# Twelve Data - Multi-asset financial data
+# Get your free API key at: https://twelvedata.com/pricing
+TWELVE_DATA_API_KEY=demo
+
+# Polygon.io - Real-time and historical market data
+# Get your API key at: https://polygon.io/pricing
+POLYGON_API_KEY=your_polygon_api_key_here
+
+# Tiingo - Stock and ETF data
+# Get your free API key at: https://www.tiingo.com/account/api/token
+TIINGO_API_KEY=your_tiingo_api_key_here
+
+# Finnhub - Stock market data
+# Get your free API key at: https://finnhub.io/register
+FINNHUB_API_KEY=your_finnhub_api_key_here
+
+# Bybit - Crypto derivatives (optional for crypto futures)
+# Get API credentials at: https://www.bybit.com/app/user/api-management
+BYBIT_API_KEY=your_bybit_api_key_here
+BYBIT_API_SECRET=your_bybit_api_secret_here
+BYBIT_TESTNET=false
+
+# ===========================================
+# DOCKER ENVIRONMENT CONFIGURATION
+# ===========================================
+
+# Environment (development, testing, production)
+ENVIRONMENT=development
+
+# Container-specific paths (mapped to Docker volumes)
+CACHE_DIR=/app/cache
+LOG_LEVEL=INFO
+
+# ===========================================
+# DATABASE CONFIGURATION (Docker Services)
+# ===========================================
+
+QUANTPY_DATABASE_TYPE=postgresql
+# Use Docker service name instead of localhost
+QUANTPY_DATABASE_HOST=postgres
+QUANTPY_DATABASE_PORT=5432
+# Match docker-compose.yml database settings
+QUANTPY_DATABASE_NAME=quant_system
+QUANTPY_DATABASE_USER=quantuser
+QUANTPY_DATABASE_PASSWORD=quantpass
+
+# ===========================================
+# REDIS CONFIGURATION (Docker Service)
+# ===========================================
+
+# Redis for caching and task queue
+REDIS_URL=redis://redis:6379
+REDIS_HOST=redis
+REDIS_PORT=6379
+
+# ===========================================
+# API CONFIGURATION
+# ===========================================
+
+# API settings for containerized environment
 QUANTPY_API_HOST=0.0.0.0
 QUANTPY_API_PORT=8000
 QUANTPY_API_DEBUG=true
 
-# Data Sources
+# ===========================================
+# VOLUME-MAPPED PATHS
+# ===========================================
+
+# These paths are mapped to Docker volumes in docker-compose.yml
+QUANTPY_CACHE_DIR=/app/cache
+QUANTPY_REPORTS_OUTPUT_DIR=/app/reports_output
+QUANTPY_EXPORTS_DIR=/app/exports
+QUANTPY_LOGS_DIR=/app/logs
+QUANTPY_CONFIG_DIR=/app/config
+
+# ===========================================
+# DATA SOURCE CONFIGURATION
+# ===========================================
+
+# Data source settings
 QUANTPY_YAHOO_RETRY_COUNT=3
 QUANTPY_YAHOO_TIMEOUT=30
 
-# Backtesting Configuration
+# Cache settings (use volume-mapped directory)
+CACHE_ENABLED=true
+CACHE_DURATION_HOURS=24
+QUANTPY_CACHE_ENABLED=true
+QUANTPY_CACHE_EXPIRY=86400
+
+# Rate limiting
+RATE_LIMIT_REQUESTS_PER_MINUTE=60
+
+# ===========================================
+# BACKTESTING CONFIGURATION
+# ===========================================
+
 QUANTPY_BACKTEST_INITIAL_CASH=1000
 QUANTPY_BACKTEST_COMMISSION=0.002
 QUANTPY_BACKTEST_DEFAULT_PERIOD=max
 
-# Reporting
-QUANTPY_REPORTS_OUTPUT_DIR=reports_output
+# ===========================================
+# OPTIMIZATION CONFIGURATION
+# ===========================================
 
-# Optimization
 QUANTPY_OPTIMIZER_MAX_EVALS=50
 QUANTPY_OPTIMIZER_RANDOM_STATE=42
 
-# Cache Settings
-QUANTPY_CACHE_ENABLED=true
-QUANTPY_CACHE_DIR=.cache
-QUANTPY_CACHE_EXPIRY=86400  # 24 hours in seconds
+# ===========================================
+# MONITORING (Optional - for prometheus profile)
+# ===========================================
+
+# Grafana admin password (if using monitoring profile)
+GF_SECURITY_ADMIN_PASSWORD=admin
+
+# ===========================================
+# JUPYTER CONFIGURATION (Optional - for jupyter profile)
+# ===========================================
+
+JUPYTER_ENABLE_LAB=yes