feat(web): Streamlit dashboard (per-account books, theses, orders, logs) + CLI report

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016DvdRZkyCy9NJpHYDdPqmS

reporting/report.py

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+"""ENTRYPOINT #3 — quick CLI summary of holdings, PnL, orders, and last night's theses.
+The dashboard covers this visually; this is a terminal-friendly glance.
+
+    uv run python -m reporting.report
+"""
+
+from __future__ import annotations
+
+import json
+import sqlite3
+import sys
+from pathlib import Path
+
+sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
+
+from config.settings import get_settings  # noqa: E402
+
+
+def main() -> int:
+    s = get_settings()
+    print("=== Overnight Trading Agent — report ===\n")
+
+    if s.db_path.exists():
+        con = sqlite3.connect(str(s.db_path))
+        con.row_factory = sqlite3.Row
+        snap = con.execute("SELECT * FROM snapshots ORDER BY ts DESC LIMIT 1").fetchone()
+        if snap:
+            print(f"Equity ${snap['equity']:,.2f} | cash ${snap['cash']:,.2f} | "
+                  f"buying power ${snap['buying_power']:,.2f}")
+            print(f"  (as of {snap['ts']})")
+        positions = con.execute(
+            "SELECT * FROM positions ORDER BY market_value DESC"
+        ).fetchall()
+        if positions:
+            print("\nHoldings:")
+            for p in positions:
+                print(f"  {p['symbol']:6} qty {p['qty']:>6} @ {p['avg_entry']:>8} "
+                      f"→ mv {p['market_value']:>10} | uPnL {p['unrealized_pl']:>8}")
+        orders = con.execute("SELECT * FROM orders ORDER BY submitted_at DESC LIMIT 10").fetchall()
+        if orders:
+            print("\nRecent orders:")
+            for o in orders:
+                print(f"  {o['trade_date']} {o['agent']:12} {o['ticker']:6} x{o['qty']:<4} "
+                      f"{o['status']}")
+        con.close()
+    else:
+        print("No state DB yet — run execution once to populate it.")
+
+    dates = (
+        sorted((p.name for p in s.output_dir.iterdir() if p.is_dir()), reverse=True)
+        if s.output_dir.exists()
+        else []
+    )
+    if dates:
+        d = dates[0]
+        print(f"\nLatest theses ({d}):")
+        for f in sorted((s.output_dir / d).glob("*.json")):
+            if f.name.startswith("_"):
+                continue
+            j = json.loads(f.read_text())
+            picks = ", ".join(f"{p['ticker']}({p['conviction']:.2f})" for p in j["picks"])
+            print(f"  {j['agent_name']:35} [{j['status']:8}] {picks or '(no picks)'}")
+    else:
+        print("\nNo nightly output yet.")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())