dsh-trading212

Readme

# dsh × Trading 212

[English](README.md) | [简体中文](README.zh-CN.md)

[![npm version](https://img.shields.io/npm/v/dsh-trading212.svg)](https://www.npmjs.com/package/dsh-trading212)

A read-only Trading 212 portfolio workspace for **dsh**. Configure your API credentials once, then inspect your holdings, transaction history, portfolio risks, and stock-level trade markers—or ask questions about your portfolio in any dsh conversation.

> For personal research and information only. This plugin does not provide investment advice and cannot place, modify, or cancel orders.

![Real dsh Trading 212 dashboard settings screen with no account values, positions, identity, or credentials shown](https://raw.githubusercontent.com/Kevoyuan/dsh-trading212/main/docs/images/dashboard-settings.png)

*Real product screenshot. No account value, position, personal identity, API key, or API secret is shown.*

## Features

- Guided Demo or Live API setup with persistent dsh credential storage
- Portfolio value, cash, returns, FX impact, concentration, and pending-order overview
- Holdings, order history, cash transactions, and dividends
- ECharts stock price history with actual Trading 212 buy and sell fills overlaid
- English and Chinese UI that follows dsh by default, with a manual override in Settings
- Read-only `trading212_portfolio` and `trading212_history` tools for normal dsh conversations
- Sanitized errors for authentication, permission, rate-limit, timeout, and upstream failures

## Quick start

### Requirements

1. A working dsh installation.
2. A Trading 212 API key and API secret. Start with a **Demo** key if possible.

### Install

```bash
dsh plugin --profile web add --save-exact dsh-trading212@latest
```

Fully quit and reopen dsh. A native `T212` tab appears next to `Chat` / `Trajectory` in the session header — click it to open the dashboard inside the chat panel.

Alternatively, download the `.tgz` package from [GitHub Releases](https://github.com/Kevoyuan/dsh-trading212/releases) and install it locally:

```bash
dsh plugin --profile web add --save-exact ./dsh-trading212-<version>.tgz
```

### Connect Trading 212

1. Open the `T212` dashboard and select the Demo or Live environment.
2. Paste your API key and API secret, then select **Test and save**.
3. Open the dashboard or return to dsh and ask a portfolio question.

Grant read-only access to:

- Account data / account summary
- Portfolio / positions
- Orders / history

Do not grant permission to place, modify, or cancel orders. Trading 212 displays an API secret only once; create a new key if the secret is lost.

Official English documentation: [Trading 212 API documentation](https://docs.trading212.com/api/orders) · [How can I generate an API key?](https://helpcentre.trading212.com/hc/en-us/articles/14584770928157-How-can-I-generate-an-API-key) · [dsh plugin development guide](https://deepseek-harness.github.io/deepseek-harness/develop/basic/)

## Ask from dsh

Example prompts:

```text
Summarize my three largest positions and concentration risk.
```

```text
Which positions are dragging down my unrealized return?
```

```text
What currency exposure do I have, and are any orders still pending?
```

dsh calls the read-only tools when needed and receives normalized portfolio data. The plugin does not register any trading action.

## Data and privacy

| Source | Purpose | Data sent |
| --- | --- | --- |
| Official Trading 212 API | Account, positions, orders, fills, cash transactions, and dividends | API key and secret are used only to authenticate with Trading 212 |
| Unofficial Yahoo Finance endpoint | Daily historical prices for individual stocks | Public instrument identifiers only; no credentials, quantities, or account values |

Historical market prices may be delayed, incomplete, or temporarily unavailable. Trading 212 holdings and execution history remain available when Yahoo Finance fails.

## Development

```bash
pnpm install
pnpm typecheck
pnpm test
pnpm pack --pack-destination dist
```

This repository follows the Harness plugin contract: `src/index.ts` exports `name`, `inject`, a same-name `Config` schema, and `apply(ctx, config)`; tools are registered with `ctx.tools.register(defineTool(...))`; `cordis.patch.yml` is the bundle patch used for publishing.

For a local Harness Web run directly from source:

```bash
pnpm harness:dev
```

The command generates the ignored `cordis.local.patch.yml`, points its `name` at the repository's absolute `src/index.ts` path, and starts `pnpm dsh web --patch ./cordis.local.patch.yml`, matching Harness's local-plugin patch convention. Git installs run `prepare` to build `lib/`; the published bundle patch and package metadata are declared through `dsh.bundle` in `package.json`.

Main directories:

- `src/index.ts`: dsh host, HTTP API, and read-only tools
- `src/portfolio-service.ts`: credential persistence, caching, and request coordination
- `src/trading212.ts`: Trading 212 client and response validation
- `src/market-data.ts`: Yahoo Finance historical market data
- `src/client/index.tsx`: native `T212` conversation-view tab hosting the dashboard
- `src/app/`: setup, portfolio, history, and instrument UI

## Contributing

Issues and pull requests are welcome. Never include an API key, API secret, real account value, or real portfolio position in issues, screenshots, fixtures, or commits.

## License

Licensed under the [MIT License](LICENSE).