goals

Composer: ohlcx/goals · Repository: github.com/ohlcx/goals (private) · Edition: Pro, Light · Version: 1.0.11

Role

Realized profit and loss goals per linked brokerage account. A user sets a target amount, a target percent, or both, for each cadence (daily, weekly, monthly). A calendar then shows every period as hit, missed, in progress, upcoming, or without a target.

The package does not compute or store profit and loss. It reads the daily realized P&L that schwab-integration keeps, and works progress out when it is asked.

What it provides

• Targets with history. Editing a target adds a new version instead of changing the old one, so past periods stay judged against the target that applied at the time.
• Progress by period, computed on read for every period in the requested range, including periods without trades.
• API under /api/goals for a signed-in user: an account's targets and its progress. Under /api/goals/admin an admin lists every user's current targets.
• Recorded moments for a period, such as when a goal was first reached. They are rebuilt after a profit and loss sync finishes.
• The trading UI's Goals page and the admin goals page, which are part of trading-app, use this API.

Commands

Command	Purpose
goals:seed-demo	Seeds a demo account, trading history and targets for local testing
goals:set-day-pnl	Sets one day's realized P&L, to test a goal under or over its target

Configuration

GOALS_WEEK_START_DAY: the day a week starts on.

Dependencies

It requires no other OHLCX package in composer.json. At run time it needs schwab-integration for accounts and profit and loss: without it the endpoints answer that the dependency is missing. trading-app requires this package.

Related

• schwab-integration
• No MCP tool reads goals. An MCP client can read the underlying profit and loss with get-account-pnl-history. See Accounts.