boersenchecker

api key

@@ -0,0 +1,3 @@
+API Key Alphavantage.co
+
+NEMNJQYA35TJ1W9R

modules/boersenchecker/bootstrap.php

@@ -0,0 +1,402 @@
+<?php
+declare(strict_types=1);
+
+use App\ModuleConfigException;
+
+spl_autoload_register(static function (string $class): void {
+    $prefix = 'Modules\\MiningChecker\\';
+    if (!str_starts_with($class, $prefix)) {
+        return;
+    }
+
+    $file = dirname(__DIR__) . '/mining-checker/src/' . str_replace('\\', '/', substr($class, strlen($prefix))) . '.php';
+    if (is_file($file)) {
+        require_once $file;
+    }
+});
+
+spl_autoload_register(static function (string $class): void {
+    $prefix = 'Modules\\Boersenchecker\\';
+    if (!str_starts_with($class, $prefix)) {
+        return;
+    }
+
+    $file = __DIR__ . '/src/' . str_replace('\\', '/', substr($class, strlen($prefix))) . '.php';
+    if (is_file($file)) {
+        require_once $file;
+    }
+});
+
+$moduleName = 'boersenchecker';
+$mm = isset($modules) && $modules instanceof App\ModuleManager ? $modules : modules();
+
+$mm->registerFunction($moduleName, 'table', static function (string $name): string {
+    $prefix = 'boersencheck_';
+    $sanitized = preg_replace('/[^a-zA-Z0-9_]/', '', $name);
+    return $prefix . $sanitized;
+});
+
+$mm->registerFunction($moduleName, 'pdo', function () use ($moduleName): \PDO {
+    $settings = modules()->settings($moduleName);
+    $useSeparate = !empty($settings['use_separate_db']);
+
+    if ($useSeparate) {
+        $module = modules()->get($moduleName);
+        $fallback = $module['db_defaults'] ?? [];
+        return modules()->modulePdo($moduleName, $fallback);
+    }
+
+    $base = app()->basePdo();
+    if ($base instanceof \PDO) {
+        return $base;
+    }
+
+    throw new ModuleConfigException(
+        $moduleName,
+        'Base-DB ist deaktiviert. Bitte Base-DB aktivieren oder eine eigene Modul-DB konfigurieren.'
+    );
+});
+
+$mm->registerFunction($moduleName, 'ensure_schema', function () use ($moduleName): void {
+    $pdo = module_fn($moduleName, 'pdo');
+    $table = static fn (string $name): string => module_fn($moduleName, 'table', $name);
+    $driver = strtolower((string) $pdo->getAttribute(PDO::ATTR_DRIVER_NAME));
+
+    $portfolioTable = $table('portfolios');
+    $instrumentTable = $table('instruments');
+    $positionTable = $table('positions');
+    $quoteTable = $table('quotes');
+
+    if ($driver === 'pgsql') {
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$portfolioTable} (
+            id SERIAL PRIMARY KEY,
+            owner_sub VARCHAR(190) NOT NULL,
+            name VARCHAR(190) NOT NULL,
+            base_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
+            notes TEXT NULL,
+            created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$instrumentTable} (
+            id SERIAL PRIMARY KEY,
+            isin VARCHAR(32) NULL,
+            wkn VARCHAR(32) NULL,
+            symbol VARCHAR(32) NULL,
+            name VARCHAR(255) NOT NULL,
+            quote_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
+            market VARCHAR(120) NULL,
+            created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$positionTable} (
+            id SERIAL PRIMARY KEY,
+            owner_sub VARCHAR(190) NOT NULL,
+            portfolio_id INTEGER NOT NULL,
+            instrument_id INTEGER NOT NULL,
+            quantity NUMERIC(20,6) NOT NULL,
+            purchase_price NUMERIC(20,8) NOT NULL,
+            purchase_currency VARCHAR(10) NOT NULL,
+            purchase_date DATE NOT NULL,
+            fees NUMERIC(20,8) NULL,
+            notes TEXT NULL,
+            created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$quoteTable} (
+            id SERIAL PRIMARY KEY,
+            instrument_id INTEGER NOT NULL,
+            price NUMERIC(20,8) NOT NULL,
+            currency VARCHAR(10) NOT NULL,
+            quoted_at TIMESTAMP NOT NULL,
+            source VARCHAR(64) NOT NULL DEFAULT 'manual',
+            created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$portfolioTable}_owner_idx ON {$portfolioTable} (owner_sub)");
+        $pdo->exec("CREATE UNIQUE INDEX IF NOT EXISTS {$instrumentTable}_isin_uniq ON {$instrumentTable} (isin) WHERE isin IS NOT NULL");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$instrumentTable}_symbol_idx ON {$instrumentTable} (symbol)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_owner_idx ON {$positionTable} (owner_sub)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_portfolio_idx ON {$positionTable} (portfolio_id)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_instrument_idx ON {$positionTable} (instrument_id)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$quoteTable}_instrument_time_idx ON {$quoteTable} (instrument_id, quoted_at DESC)");
+    } elseif ($driver === 'mysql') {
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$portfolioTable} (
+            id INTEGER PRIMARY KEY AUTO_INCREMENT,
+            owner_sub VARCHAR(190) NOT NULL,
+            name VARCHAR(190) NOT NULL,
+            base_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
+            notes TEXT NULL,
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            KEY {$portfolioTable}_owner_idx (owner_sub)
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$instrumentTable} (
+            id INTEGER PRIMARY KEY AUTO_INCREMENT,
+            isin VARCHAR(32) NULL,
+            wkn VARCHAR(32) NULL,
+            symbol VARCHAR(32) NULL,
+            name VARCHAR(255) NOT NULL,
+            quote_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
+            market VARCHAR(120) NULL,
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            UNIQUE KEY {$instrumentTable}_isin_uniq (isin),
+            KEY {$instrumentTable}_symbol_idx (symbol)
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$positionTable} (
+            id INTEGER PRIMARY KEY AUTO_INCREMENT,
+            owner_sub VARCHAR(190) NOT NULL,
+            portfolio_id INTEGER NOT NULL,
+            instrument_id INTEGER NOT NULL,
+            quantity DECIMAL(20,6) NOT NULL,
+            purchase_price DECIMAL(20,8) NOT NULL,
+            purchase_currency VARCHAR(10) NOT NULL,
+            purchase_date DATE NOT NULL,
+            fees DECIMAL(20,8) NULL,
+            notes TEXT NULL,
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            KEY {$positionTable}_owner_idx (owner_sub),
+            KEY {$positionTable}_portfolio_idx (portfolio_id),
+            KEY {$positionTable}_instrument_idx (instrument_id)
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$quoteTable} (
+            id INTEGER PRIMARY KEY AUTO_INCREMENT,
+            instrument_id INTEGER NOT NULL,
+            price DECIMAL(20,8) NOT NULL,
+            currency VARCHAR(10) NOT NULL,
+            quoted_at DATETIME NOT NULL,
+            source VARCHAR(64) NOT NULL DEFAULT 'manual',
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            KEY {$quoteTable}_instrument_time_idx (instrument_id, quoted_at)
+        )");
+    } else {
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$portfolioTable} (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            owner_sub VARCHAR(190) NOT NULL,
+            name VARCHAR(190) NOT NULL,
+            base_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
+            notes TEXT NULL,
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$instrumentTable} (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            isin VARCHAR(32) NULL,
+            wkn VARCHAR(32) NULL,
+            symbol VARCHAR(32) NULL,
+            name VARCHAR(255) NOT NULL,
+            quote_currency VARCHAR(10) NOT NULL DEFAULT 'EUR',
+            market VARCHAR(120) NULL,
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$positionTable} (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            owner_sub VARCHAR(190) NOT NULL,
+            portfolio_id INTEGER NOT NULL,
+            instrument_id INTEGER NOT NULL,
+            quantity DECIMAL(20,6) NOT NULL,
+            purchase_price DECIMAL(20,8) NOT NULL,
+            purchase_currency VARCHAR(10) NOT NULL,
+            purchase_date DATE NOT NULL,
+            fees DECIMAL(20,8) NULL,
+            notes TEXT NULL,
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+            updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE TABLE IF NOT EXISTS {$quoteTable} (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            instrument_id INTEGER NOT NULL,
+            price DECIMAL(20,8) NOT NULL,
+            currency VARCHAR(10) NOT NULL,
+            quoted_at DATETIME NOT NULL,
+            source VARCHAR(64) NOT NULL DEFAULT 'manual',
+            created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP
+        )");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$portfolioTable}_owner_idx ON {$portfolioTable} (owner_sub)");
+        $pdo->exec("CREATE UNIQUE INDEX IF NOT EXISTS {$instrumentTable}_isin_uniq ON {$instrumentTable} (isin)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$instrumentTable}_symbol_idx ON {$instrumentTable} (symbol)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_owner_idx ON {$positionTable} (owner_sub)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_portfolio_idx ON {$positionTable} (portfolio_id)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$positionTable}_instrument_idx ON {$positionTable} (instrument_id)");
+        $pdo->exec("CREATE INDEX IF NOT EXISTS {$quoteTable}_instrument_time_idx ON {$quoteTable} (instrument_id, quoted_at DESC)");
+    }
+});
+
+$mm->registerFunction($moduleName, 'fx_service', static function (): ?object {
+    if (!is_dir(dirname(__DIR__) . '/mining-checker')) {
+        return null;
+    }
+
+    try {
+        $config = \Modules\MiningChecker\Infrastructure\ModuleConfig::load(dirname(__DIR__) . '/mining-checker');
+        $repo = new \Modules\MiningChecker\Infrastructure\MiningRepository(
+            \Modules\MiningChecker\Infrastructure\ConnectionFactory::make($config),
+            $config->tablePrefix()
+        );
+        $fx = $config->fx();
+
+        return new \Modules\MiningChecker\Domain\FxService(
+            $repo,
+            (string) ($fx['url'] ?? 'https://currencyapi.net'),
+            (string) ($fx['currencies_url'] ?? ($fx['url'] ?? 'https://currencyapi.net')),
+            (int) ($fx['timeout'] ?? 10),
+            (int) ($fx['cache_ttl'] ?? 21600),
+            false,
+            (string) ($fx['provider'] ?? 'currencyapi'),
+            (string) ($fx['api_key'] ?? '')
+        );
+    } catch (\Throwable) {
+        return null;
+    }
+});
+
+$mm->registerFunction($moduleName, 'fx_refresh', static function (string $baseCurrency = 'EUR', float $maxAgeHours = 6.0): array {
+    $service = module_fn('boersenchecker', 'fx_service');
+    if (!$service || !method_exists($service, 'ensureFreshLatestRates')) {
+        return [
+            'ok' => false,
+            'message' => 'Mining-Checker FX-Service ist aktuell nicht verfuegbar.',
+        ];
+    }
+
+    try {
+        $result = $service->ensureFreshLatestRates($maxAgeHours, strtoupper(trim($baseCurrency)) ?: 'EUR');
+        return [
+            'ok' => true,
+            'message' => !empty($result['reused'])
+                ? 'Vorhandene FX-Daten weiterverwendet.'
+                : 'FX-Daten aus dem Mining-Checker aktualisiert.',
+            'result' => $result,
+        ];
+    } catch (\Throwable $e) {
+        return [
+            'ok' => false,
+            'message' => 'FX-Aktualisierung fehlgeschlagen: ' . $e->getMessage(),
+        ];
+    }
+});
+
+$mm->registerFunction($moduleName, 'alpha_vantage_fetch_quote', static function (string $symbol): array {
+    $settings = modules()->settings('boersenchecker');
+    $apiKey = trim((string) ($settings['alpha_vantage_api_key'] ?? ''));
+    $timeout = (int) ($settings['alpha_vantage_timeout_sec'] ?? 12);
+    $timeout = $timeout > 0 ? $timeout : 12;
+    $symbol = strtoupper(trim($symbol));
+
+    if ($symbol === '') {
+        return [
+            'ok' => false,
+            'message' => 'Kein API-Symbol hinterlegt.',
+        ];
+    }
+
+    if ($apiKey === '') {
+        return [
+            'ok' => false,
+            'message' => 'Alpha-Vantage-API-Key fehlt. Bitte im Modul-Setup hinterlegen.',
+        ];
+    }
+
+    $url = 'https://www.alphavantage.co/query?' . http_build_query([
+        'function' => 'GLOBAL_QUOTE',
+        'symbol' => $symbol,
+        'apikey' => $apiKey,
+    ]);
+
+    $responseBody = null;
+
+    if (function_exists('curl_init')) {
+        $ch = curl_init($url);
+        if ($ch !== false) {
+            curl_setopt_array($ch, [
+                CURLOPT_RETURNTRANSFER => true,
+                CURLOPT_FOLLOWLOCATION => true,
+                CURLOPT_TIMEOUT => $timeout,
+                CURLOPT_CONNECTTIMEOUT => min(5, $timeout),
+                CURLOPT_HTTPHEADER => ['Accept: application/json'],
+            ]);
+            $responseBody = curl_exec($ch);
+            $curlError = curl_error($ch);
+            $httpCode = (int) curl_getinfo($ch, CURLINFO_RESPONSE_CODE);
+            curl_close($ch);
+
+            if (!is_string($responseBody) || $responseBody === '') {
+                return [
+                    'ok' => false,
+                    'message' => 'Alpha Vantage Anfrage fehlgeschlagen.'
+                        . ($curlError !== '' ? ' ' . $curlError : '')
+                        . ($httpCode > 0 ? ' HTTP ' . $httpCode : ''),
+                ];
+            }
+        }
+    }
+
+    if (!is_string($responseBody) || $responseBody === '') {
+        $context = stream_context_create([
+            'http' => [
+                'method' => 'GET',
+                'timeout' => $timeout,
+                'header' => "Accept: application/json\r\n",
+            ],
+        ]);
+        $responseBody = @file_get_contents($url, false, $context);
+        if (!is_string($responseBody) || $responseBody === '') {
+            return [
+                'ok' => false,
+                'message' => 'Alpha Vantage Anfrage lieferte keine Daten.',
+            ];
+        }
+    }
+
+    $decoded = json_decode($responseBody, true);
+    if (!is_array($decoded)) {
+        return [
+            'ok' => false,
+            'message' => 'Alpha Vantage Antwort ist kein gueltiges JSON.',
+        ];
+    }
+
+    if (!empty($decoded['Note'])) {
+        return [
+            'ok' => false,
+            'message' => 'Alpha Vantage Limit-Hinweis: ' . trim((string) $decoded['Note']),
+        ];
+    }
+
+    if (!empty($decoded['Information'])) {
+        return [
+            'ok' => false,
+            'message' => trim((string) $decoded['Information']),
+        ];
+    }
+
+    if (!empty($decoded['Error Message'])) {
+        return [
+            'ok' => false,
+            'message' => trim((string) $decoded['Error Message']),
+        ];
+    }
+
+    $quote = is_array($decoded['Global Quote'] ?? null) ? $decoded['Global Quote'] : [];
+    $price = $quote['05. price'] ?? null;
+    if (!is_numeric($price)) {
+        return [
+            'ok' => false,
+            'message' => 'Alpha Vantage lieferte keinen Preis fuer das Symbol ' . $symbol . '.',
+        ];
+    }
+
+    return [
+        'ok' => true,
+        'symbol' => (string) ($quote['01. symbol'] ?? $symbol),
+        'price' => (float) $price,
+        'latest_trading_day' => (string) ($quote['07. latest trading day'] ?? ''),
+        'previous_close' => is_numeric($quote['08. previous close'] ?? null) ? (float) $quote['08. previous close'] : null,
+        'change' => is_numeric($quote['09. change'] ?? null) ? (float) $quote['09. change'] : null,
+        'change_percent' => (string) ($quote['10. change percent'] ?? ''),
+        'fetched_at' => date('Y-m-d H:i:s'),
+        'source' => 'alpha_vantage:GLOBAL_QUOTE',
+        'raw' => $quote,
+    ];
+});

modules/boersenchecker/module.json

@@ -1,21 +1,44 @@
 {
   "title": "Börsenchecker",
-  "version": "0.1.0",
-  "description": "Grundgeruest fuer ein Nexus-Modul zur Beobachtung und Auswertung von Boersenwerten.",
+  "version": "0.2.0",
+  "description": "Depotverwaltung fuer Aktien, Kaufdaten, Kursverlauf und Waehrungsumrechnung.",
   "enabled_by_default": false,
   "menu": [
-    { "label": "Übersicht", "href": "/module/boersenchecker" }
+    { "label": "Uebersicht", "href": "/module/boersenchecker" }
   ],
   "sidebar": {
     "enabled": true,
     "collapsible": true,
     "default": "collapsed",
     "items": [
-      { "label": "Übersicht", "href": "/module/boersenchecker" }
+      { "label": "Uebersicht", "href": "/module/boersenchecker" }
     ]
   },
   "setup": {
-    "fields": []
+    "fields": [
+      { "name": "use_separate_db", "label": "Eigene Modul-DB nutzen", "type": "checkbox", "required": false, "help": "Wenn aktiv, werden die DB-Daten unten verwendet. Sonst wird die Nexus-Base-DB genutzt." },
+      { "name": "db.driver", "label": "DB Driver", "type": "text", "required": false, "help": "z.B. pgsql, mysql, sqlite" },
+      { "name": "db.host", "label": "DB Host", "type": "text", "required": false },
+      { "name": "db.port", "label": "DB Port", "type": "number", "required": false },
+      { "name": "db.dbname", "label": "DB Name", "type": "text", "required": false },
+      { "name": "db.schema", "label": "DB Schema", "type": "text", "required": false },
+      { "name": "db.user", "label": "DB User", "type": "text", "required": false },
+      { "name": "db.password", "label": "DB Passwort", "type": "password", "required": false },
+      { "name": "report_currency", "label": "Standard-Berichtswahrung", "type": "text", "required": false, "help": "Zielwaehrung fuer Portfolio-Summen, z.B. EUR." },
+      { "name": "fx_max_age_hours", "label": "Maximales FX-Alter (Stunden)", "type": "number", "required": false, "help": "Wird bei manueller Aktualisierung ueber den Mining-Checker genutzt." },
+      { "name": "alpha_vantage_api_key", "label": "Alpha Vantage API Key", "type": "password", "required": false, "help": "API Key fuer Aktienkursabrufe ueber GLOBAL_QUOTE." },
+      { "name": "alpha_vantage_timeout_sec", "label": "Alpha Vantage Timeout (Sek.)", "type": "number", "required": false, "help": "HTTP-Timeout fuer API-Abrufe." },
+      { "name": "alpha_vantage_min_interval_minutes", "label": "Alpha Vantage Mindestabstand (Min.)", "type": "number", "required": false, "help": "Wenn bereits ein frischer Alpha-Vantage-Kurs existiert, wird dieser wiederverwendet statt erneut abzurufen." }
+    ]
+  },
+  "db_defaults": {
+    "driver": "pgsql",
+    "host": "localhost",
+    "port": 5432,
+    "dbname": "",
+    "schema": "public",
+    "user": "",
+    "password": ""
   },
   "auth": {
     "required": true,

modules/boersenchecker/pages/index.php

@@ -1,28 +1,7 @@
 <?php
 declare(strict_types=1);
-?>
-<div class="card">
-  <div class="pill">Börsenchecker</div>
-  <h1 style="margin-top:.75rem;">Börsenchecker</h1>
-  <p class="muted">
-    Das Modul ist im Nexus registriert und kann jetzt schrittweise um Datenquellen,
-    Watchlists, Kennzahlen und Benachrichtigungen erweitert werden.
-  </p>
 
-  <div class="card" style="margin-top:1rem; background:var(--panel-2);">
-    <strong>Status</strong>
-    <div class="muted" style="margin-top:.5rem;">
-      Aktuell ist dies das initiale Grundgeruest des Moduls.
-    </div>
-  </div>
+require_auth();
 
-  <div class="card" style="margin-top:1rem; background:var(--panel-2);">
-    <strong>Nächste sinnvolle Ausbaustufen</strong>
-    <ul style="margin:.75rem 0 0 1.1rem;">
-      <li>Watchlist fuer Ticker und ISINs</li>
-      <li>Kursdaten per API einlesen</li>
-      <li>Performance, Tagesdelta und historische Trends anzeigen</li>
-      <li>Alerts fuer Schwellwerte definieren</li>
-    </ul>
-  </div>
-</div>
+$page = new \Modules\Boersenchecker\Support\DashboardPage();
+module_tpl('boersenchecker', 'dashboard', $page->handle());

modules/boersenchecker/partials/dashboard.php

@@ -0,0 +1,388 @@
+<div class="card">
+  <div class="pill">Boersenchecker</div>
+  <h1 style="margin-top:.75rem;">Depotverwaltung</h1>
+  <p class="muted">
+    Depots, Positionen und manuelle Kursverlaeufe. Die Waehrungsumrechnung nutzt, sofern verfuegbar,
+    die bestehende FX-Logik des Mining-Checkers weiter.
+  </p>
+
+  <?php if ($error): ?>
+    <div class="card" style="margin-top:1rem; border-color:#ffb4a8; background:#fff5f3; color:#7a2114;">
+      <?= e($error) ?>
+    </div>
+  <?php elseif ($notice): ?>
+    <div class="card" style="margin-top:1rem; border-color:var(--accent-2);">
+      <?= e($notice) ?>
+    </div>
+  <?php endif; ?>
+
+  <div class="grid" style="margin-top:1rem;">
+    <div class="card" style="background:var(--panel-2);">
+      <strong><?= $editPortfolio ? 'Depot bearbeiten' : 'Neues Depot' ?></strong>
+      <form method="post" style="margin-top:.75rem; display:grid; gap:10px;">
+        <input type="hidden" name="action" value="save_portfolio">
+        <input type="hidden" name="portfolio_id" value="<?= e((string) ($editPortfolio['id'] ?? '0')) ?>">
+        <label class="setup-field muted">
+          <span>Depotname</span>
+          <input type="text" name="portfolio_name" value="<?= e((string) ($editPortfolio['name'] ?? '')) ?>" required>
+        </label>
+        <label class="setup-field muted">
+          <span>Berichtswahrung</span>
+          <input type="text" name="portfolio_base_currency" value="<?= e((string) ($editPortfolio['base_currency'] ?? $defaultReportCurrency)) ?>" required>
+        </label>
+        <label class="setup-field muted">
+          <span>Notizen</span>
+          <textarea name="portfolio_notes" rows="3"><?= e((string) ($editPortfolio['notes'] ?? '')) ?></textarea>
+        </label>
+        <div style="display:flex; gap:10px; flex-wrap:wrap;">
+          <button class="cta-button" type="submit">Depot speichern</button>
+          <?php if ($editPortfolio): ?>
+            <a class="nav-link" href="/module/boersenchecker">Abbrechen</a>
+          <?php endif; ?>
+        </div>
+      </form>
+    </div>
+
+    <div class="card" style="background:var(--panel-2);">
+      <strong>API / FX</strong>
+      <p class="muted" style="margin-top:.75rem;">
+        Die Umrechnung liest gespeicherte FX-Daten aus dem Mining-Checker. Eine Aktualisierung wird nur manuell
+        angestossen und respektiert die dortige Max-Age-Logik.
+      </p>
+      <p class="muted" style="margin-top:.75rem;">
+        Aktienkurse werden ueber Alpha Vantage anhand des hinterlegten API-Symbols / Tickers pro Aktie abgerufen.
+      </p>
+      <div style="display:flex; gap:10px; flex-wrap:wrap; margin-top:1rem;">
+        <form method="post">
+          <input type="hidden" name="action" value="refresh_fx">
+          <button class="cta-button" type="submit">FX-Daten aktualisieren</button>
+        </form>
+        <form method="post">
+          <input type="hidden" name="action" value="refresh_alpha_vantage_all">
+          <button class="nav-link" type="submit">Alle API-Kurse abrufen</button>
+        </form>
+      </div>
+      <div class="muted" style="margin-top:.75rem;">
+        Alpha Vantage Mindestabstand: <?= e((string) $alphaMinIntervalMinutes) ?> Min.
+      </div>
+      <div class="muted" style="margin-top:.35rem;">
+        API-Key und Timeout werden ueber <a class="nav-link" href="/modules/setup/boersenchecker">Modul-Setup</a> gepflegt.
+      </div>
+      <div class="muted" style="margin-top:.75rem;">
+        Standard-Berichtswahrung: <?= e($defaultReportCurrency) ?> · Max. Alter: <?= e((string) $fxMaxAgeHours) ?>h
+      </div>
+    </div>
+  </div>
+
+  <div class="card" style="margin-top:1rem; background:var(--panel-2);">
+    <strong><?= $editPosition ? 'Position bearbeiten' : 'Neue Position' ?></strong>
+    <?php if ($portfolios === []): ?>
+      <div class="muted" style="margin-top:.75rem;">Bitte zuerst ein Depot anlegen.</div>
+    <?php else: ?>
+      <form method="post" style="margin-top:.75rem; display:grid; gap:10px;">
+        <input type="hidden" name="action" value="save_position">
+        <input type="hidden" name="position_id" value="<?= e((string) ($editPosition['id'] ?? '0')) ?>">
+        <input type="hidden" name="instrument_id" value="<?= e((string) ($editPosition['instrument_id'] ?? '0')) ?>">
+        <label class="setup-field muted">
+          <span>Depot</span>
+          <select name="portfolio_id" required>
+            <option value="">Bitte waehlen</option>
+            <?php foreach ($portfolios as $portfolio): ?>
+              <option value="<?= e((string) $portfolio['id']) ?>" <?= (string) ($editPosition['portfolio_id'] ?? '') === (string) $portfolio['id'] ? 'selected' : '' ?>>
+                <?= e((string) $portfolio['name']) ?> (<?= e((string) $portfolio['base_currency']) ?>)
+              </option>
+            <?php endforeach; ?>
+          </select>
+        </label>
+        <div class="grid" style="grid-template-columns:repeat(auto-fit, minmax(180px, 1fr)); gap:10px;">
+          <label class="setup-field muted">
+            <span>Aktienname</span>
+            <input type="text" name="instrument_name" value="<?= e((string) ($editPosition['instrument_name'] ?? '')) ?>" required>
+          </label>
+          <label class="setup-field muted">
+            <span>API-Symbol / Ticker</span>
+            <input type="text" name="symbol" value="<?= e((string) ($editPosition['symbol'] ?? '')) ?>" placeholder="z.B. AAPL oder MBG.DE">
+          </label>
+          <label class="setup-field muted">
+            <span>ISIN</span>
+            <input type="text" name="isin" value="<?= e((string) ($editPosition['isin'] ?? '')) ?>">
+          </label>
+          <label class="setup-field muted">
+            <span>WKN</span>
+            <input type="text" name="wkn" value="<?= e((string) ($editPosition['wkn'] ?? '')) ?>">
+          </label>
+          <label class="setup-field muted">
+            <span>Boerse / Markt</span>
+            <input type="text" name="market" value="<?= e((string) ($editPosition['market'] ?? '')) ?>">
+          </label>
+          <label class="setup-field muted">
+            <span>Kurswaehrung</span>
+            <input type="text" name="quote_currency" value="<?= e((string) ($editPosition['quote_currency'] ?? $defaultReportCurrency)) ?>" required>
+          </label>
+        </div>
+        <div class="grid" style="grid-template-columns:repeat(auto-fit, minmax(180px, 1fr)); gap:10px;">
+          <label class="setup-field muted">
+            <span>Stueckzahl</span>
+            <input type="number" name="quantity" min="0" step="0.000001" value="<?= e((string) ($editPosition['quantity'] ?? '')) ?>" required>
+          </label>
+          <label class="setup-field muted">
+            <span>Kaufpreis</span>
+            <input type="number" name="purchase_price" min="0" step="0.00000001" value="<?= e((string) ($editPosition['purchase_price'] ?? '')) ?>" required>
+          </label>
+          <label class="setup-field muted">
+            <span>Kaufwaehrung</span>
+            <input type="text" name="purchase_currency" value="<?= e((string) ($editPosition['purchase_currency'] ?? $defaultReportCurrency)) ?>" required>
+          </label>
+          <label class="setup-field muted">
+            <span>Kaufdatum</span>
+            <input type="date" name="purchase_date" value="<?= e((string) ($editPosition['purchase_date'] ?? date('Y-m-d'))) ?>" required>
+          </label>
+          <label class="setup-field muted">
+            <span>Gebuehren</span>
+            <input type="number" name="fees" min="0" step="0.00000001" value="<?= e((string) ($editPosition['fees'] ?? '')) ?>">
+          </label>
+        </div>
+        <label class="setup-field muted">
+          <span>Notizen</span>
+          <textarea name="position_notes" rows="3"><?= e((string) ($editPosition['notes'] ?? '')) ?></textarea>
+        </label>
+        <div style="display:flex; gap:10px; flex-wrap:wrap;">
+          <button class="cta-button" type="submit">Position speichern</button>
+          <?php if ($editPosition): ?>
+            <a class="nav-link" href="/module/boersenchecker">Abbrechen</a>
+          <?php endif; ?>
+        </div>
+      </form>
+    <?php endif; ?>
+  </div>
+
+  <div class="card" style="margin-top:1rem; background:var(--panel-2);">
+    <strong>Manuellen Kurs erfassen</strong>
+    <?php if ($instrumentList === []): ?>
+      <div class="muted" style="margin-top:.75rem;">Sobald Positionen vorhanden sind, koennen hier Kurse mit Uhrzeit gespeichert werden.</div>
+    <?php else: ?>
+      <form method="post" style="margin-top:.75rem; display:grid; gap:10px;">
+        <input type="hidden" name="action" value="save_quote">
+        <div class="grid" style="grid-template-columns:repeat(auto-fit, minmax(180px, 1fr)); gap:10px;">
+          <label class="setup-field muted">
+            <span>Aktie</span>
+            <select name="quote_instrument_id" required>
+              <option value="">Bitte waehlen</option>
+              <?php foreach ($instrumentList as $instrument): ?>
+                <option value="<?= e((string) $instrument['id']) ?>" <?= $selectedInstrumentForQuote === (int) $instrument['id'] ? 'selected' : '' ?>>
+                  <?= e((string) $instrument['name']) ?><?= $instrument['symbol'] !== '' ? ' (' . e((string) $instrument['symbol']) . ')' : '' ?>
+                </option>
+              <?php endforeach; ?>
+            </select>
+          </label>
+          <label class="setup-field muted">
+            <span>Kurs</span>
+            <input type="number" name="quote_price" min="0" step="0.00000001" required>
+          </label>
+          <label class="setup-field muted">
+            <span>Waehrung</span>
+            <input type="text" name="quote_currency" value="<?= e($selectedInstrumentQuoteCurrency) ?>" required>
+          </label>
+          <label class="setup-field muted">
+            <span>Zeitpunkt</span>
+            <input type="datetime-local" name="quoted_at" value="<?= e(date('Y-m-d\TH:i')) ?>" required>
+          </label>
+          <label class="setup-field muted">
+            <span>Quelle</span>
+            <input type="text" name="quote_source" value="manual">
+          </label>
+        </div>
+        <div>
+          <button class="cta-button" type="submit">Kurs speichern</button>
+        </div>
+      </form>
+    <?php endif; ?>
+  </div>
+
+  <div style="margin-top:1rem;" class="grid">
+    <?php if ($portfolios === []): ?>
+      <div class="card">
+        <div class="muted">Noch keine Depots vorhanden.</div>
+      </div>
+    <?php else: ?>
+      <?php foreach ($portfolios as $portfolio): ?>
+        <?php
+        $portfolioId = (int) $portfolio['id'];
+        $stats = $portfolioStats[$portfolioId] ?? ['positions' => 0, 'invested' => 0.0, 'current' => 0.0, 'gain' => null, 'has_invested' => false, 'has_current' => false];
+        ?>
+        <div class="card" style="background:var(--panel-2);">
+          <div style="display:flex; align-items:center; justify-content:space-between; gap:10px; flex-wrap:wrap;">
+            <div>
+              <strong><?= e((string) $portfolio['name']) ?></strong>
+              <div class="muted"><?= e((string) $portfolio['base_currency']) ?> · <?= e((string) $stats['positions']) ?> Position(en)</div>
+            </div>
+            <div style="display:flex; gap:10px; flex-wrap:wrap;">
+              <a class="nav-link" href="/module/boersenchecker?edit_portfolio=<?= e((string) $portfolioId) ?>">Bearbeiten</a>
+              <form method="post" onsubmit="return confirm('Depot wirklich loeschen?')">
+                <input type="hidden" name="action" value="delete_portfolio">
+                <input type="hidden" name="portfolio_id" value="<?= e((string) $portfolioId) ?>">
+                <button class="nav-link" type="submit">Loeschen</button>
+              </form>
+            </div>
+          </div>
+          <?php if (!empty($portfolio['notes'])): ?>
+            <div class="muted" style="margin-top:.65rem;"><?= e((string) $portfolio['notes']) ?></div>
+          <?php endif; ?>
+          <div class="grid" style="margin-top:1rem; grid-template-columns:repeat(auto-fit, minmax(140px, 1fr)); gap:10px;">
+            <div class="card">
+              <div class="muted">Investiert</div>
+              <strong><?= $stats['has_invested'] ? e($fmtNumber((float) $stats['invested'])) . ' ' . e((string) $portfolio['base_currency']) : 'n/a' ?></strong>
+            </div>
+            <div class="card">
+              <div class="muted">Aktuell</div>
+              <strong><?= $stats['has_current'] ? e($fmtNumber((float) $stats['current'])) . ' ' . e((string) $portfolio['base_currency']) : 'n/a' ?></strong>
+            </div>
+            <div class="card">
+              <div class="muted">Gewinn / Verlust</div>
+              <strong><?= $stats['gain'] !== null ? e($fmtNumber((float) $stats['gain'])) . ' ' . e((string) $portfolio['base_currency']) : 'n/a' ?></strong>
+            </div>
+          </div>
+        </div>
+      <?php endforeach; ?>
+    <?php endif; ?>
+  </div>
+
+  <div class="card" style="margin-top:1rem;">
+    <strong>Positionen</strong>
+    <?php if ($positions === []): ?>
+      <div class="muted" style="margin-top:.75rem;">Noch keine Positionen vorhanden.</div>
+    <?php else: ?>
+      <div style="overflow:auto; margin-top:.75rem;">
+        <table style="width:100%; border-collapse:collapse;">
+          <thead>
+            <tr style="text-align:left; border-bottom:1px solid var(--border);">
+              <th style="padding:8px;">Depot</th>
+              <th style="padding:8px;">Aktie</th>
+              <th style="padding:8px;">ISIN / WKN</th>
+              <th style="padding:8px;">Stueck</th>
+              <th style="padding:8px;">Kauf</th>
+              <th style="padding:8px;">Letzter Kurs</th>
+              <th style="padding:8px;">Wert</th>
+              <th style="padding:8px;">Delta</th>
+              <th style="padding:8px;">Aktion</th>
+            </tr>
+          </thead>
+          <tbody>
+            <?php foreach ($positions as $position): ?>
+              <tr style="border-bottom:1px solid var(--border); vertical-align:top;">
+                <td style="padding:8px;"><?= e((string) ($portfolioById[(int) $position['portfolio_id']]['name'] ?? '')) ?></td>
+                <td style="padding:8px;">
+                  <strong><?= e((string) $position['instrument_name']) ?></strong>
+                  <?php if (!empty($position['symbol'])): ?>
+                    <div class="muted"><?= e((string) $position['symbol']) ?></div>
+                  <?php endif; ?>
+                </td>
+                <td style="padding:8px;">
+                  <?= e((string) ($position['isin'] ?: '-')) ?>
+                  <div class="muted"><?= e((string) ($position['wkn'] ?: '-')) ?></div>
+                </td>
+                <td style="padding:8px;"><?= e($fmtNumber((float) $position['quantity'], 6)) ?></td>
+                <td style="padding:8px;">
+                  <?= e($fmtNumber((float) $position['purchase_price'], 4)) ?> <?= e((string) $position['purchase_currency']) ?>
+                  <div class="muted"><?= e((string) $position['purchase_date']) ?></div>
+                </td>
+                <td style="padding:8px;">
+                  <?php if ($position['latest_price'] !== null): ?>
+                    <?= e($fmtNumber((float) $position['latest_price'], 4)) ?> <?= e((string) $position['latest_currency']) ?>
+                    <div class="muted"><?= e((string) $position['latest_quoted_at']) ?></div>
+                  <?php else: ?>
+                    <span class="muted">kein Kurs</span>
+                  <?php endif; ?>
+                </td>
+                <td style="padding:8px;">
+                  <?php if ($position['current_total_base'] !== null): ?>
+                    <?= e($fmtNumber((float) $position['current_total_base'])) ?> <?= e((string) $position['base_currency']) ?>
+                  <?php else: ?>
+                    <span class="muted">n/a</span>
+                  <?php endif; ?>
+                </td>
+                <td style="padding:8px;">
+                  <?php if ($position['gain_base'] !== null): ?>
+                    <?= e($fmtNumber((float) $position['gain_base'])) ?> <?= e((string) $position['base_currency']) ?>
+                  <?php else: ?>
+                    <span class="muted">n/a</span>
+                  <?php endif; ?>
+                </td>
+                <td style="padding:8px;">
+                  <div style="display:flex; gap:8px; flex-wrap:wrap;">
+                    <a class="nav-link" href="/module/boersenchecker?edit_position=<?= e((string) $position['id']) ?>">Bearbeiten</a>
+                    <a class="nav-link" href="/module/boersenchecker?instrument_id=<?= e((string) $position['instrument_id']) ?>">Kurs erfassen</a>
+                    <form method="post">
+                      <input type="hidden" name="action" value="refresh_alpha_vantage_position">
+                      <input type="hidden" name="position_id" value="<?= e((string) $position['id']) ?>">
+                      <button class="nav-link" type="submit">API-Kurs</button>
+                    </form>
+                    <form method="post" onsubmit="return confirm('Position wirklich loeschen?')">
+                      <input type="hidden" name="action" value="delete_position">
+                      <input type="hidden" name="position_id" value="<?= e((string) $position['id']) ?>">
+                      <button class="nav-link" type="submit">Loeschen</button>
+                    </form>
+                  </div>
+                </td>
+              </tr>
+            <?php endforeach; ?>
+          </tbody>
+        </table>
+      </div>
+    <?php endif; ?>
+  </div>
+
+  <div class="card" style="margin-top:1rem;">
+    <strong>Kursverlauf</strong>
+    <?php if ($instrumentList === []): ?>
+      <div class="muted" style="margin-top:.75rem;">Noch keine Kursdaten vorhanden.</div>
+    <?php else: ?>
+      <?php foreach ($instrumentList as $instrumentId => $instrument): ?>
+        <?php $history = array_slice($quoteHistory[$instrumentId] ?? [], 0, 10); ?>
+        <div class="card" style="margin-top:1rem; background:var(--panel-2);">
+          <div style="display:flex; align-items:center; justify-content:space-between; gap:10px; flex-wrap:wrap;">
+            <div>
+              <strong><?= e((string) $instrument['name']) ?></strong>
+              <div class="muted">
+                <?= e((string) ($instrument['symbol'] ?: '-')) ?> · <?= e((string) ($instrument['isin'] ?: '-')) ?>
+              </div>
+            </div>
+            <a class="nav-link" href="/module/boersenchecker?instrument_id=<?= e((string) $instrumentId) ?>">Neuen Kurs erfassen</a>
+          </div>
+          <?php if ($history === []): ?>
+            <div class="muted" style="margin-top:.75rem;">Noch keine historischen Kurse vorhanden.</div>
+          <?php else: ?>
+            <div style="overflow:auto; margin-top:.75rem;">
+              <table style="width:100%; border-collapse:collapse;">
+                <thead>
+                  <tr style="text-align:left; border-bottom:1px solid var(--border);">
+                    <th style="padding:8px;">Zeitpunkt</th>
+                    <th style="padding:8px;">Kurs</th>
+                    <th style="padding:8px;">Quelle</th>
+                    <th style="padding:8px;">Aktion</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  <?php foreach ($history as $quote): ?>
+                    <tr style="border-bottom:1px solid var(--border);">
+                      <td style="padding:8px;"><?= e((string) $quote['quoted_at']) ?></td>
+                      <td style="padding:8px;"><?= e($fmtNumber((float) $quote['price'], 4)) ?> <?= e((string) $quote['currency']) ?></td>
+                      <td style="padding:8px;"><?= e((string) $quote['source']) ?></td>
+                      <td style="padding:8px;">
+                        <form method="post" onsubmit="return confirm('Kurseintrag wirklich loeschen?')">
+                          <input type="hidden" name="action" value="delete_quote">
+                          <input type="hidden" name="quote_id" value="<?= e((string) $quote['id']) ?>">
+                          <button class="nav-link" type="submit">Loeschen</button>
+                        </form>
+                      </td>
+                    </tr>
+                  <?php endforeach; ?>
+                </tbody>
+              </table>
+            </div>
+          <?php endif; ?>
+        </div>
+      <?php endforeach; ?>
+    <?php endif; ?>
+  </div>
+</div>

modules/boersenchecker/src/Support/DashboardPage.php

@@ -0,0 +1,793 @@
+<?php
+declare(strict_types=1);
+
+namespace Modules\Boersenchecker\Support;
+
+use PDO;
+use RuntimeException;
+
+final class DashboardPage
+{
+    private PDO $pdo;
+    private array $user;
+    private string $ownerSub;
+    private array $moduleSettings;
+    private string $defaultReportCurrency;
+    private float $fxMaxAgeHours;
+    private int $alphaMinIntervalMinutes;
+    private int $editPortfolioId;
+    private int $editPositionId;
+    private string $portfolioTable;
+    private string $instrumentTable;
+    private string $positionTable;
+    private string $quoteTable;
+
+    public function __construct()
+    {
+        $this->pdo = \module_fn('boersenchecker', 'pdo');
+        \module_fn('boersenchecker', 'ensure_schema');
+
+        $this->user = \auth_user() ?? [];
+        $this->ownerSub = trim((string) ($this->user['sub'] ?? 'local'));
+        $this->moduleSettings = \modules()->settings('boersenchecker');
+        $this->defaultReportCurrency = $this->normalizeCurrency((string) ($this->moduleSettings['report_currency'] ?? 'EUR'));
+        $this->fxMaxAgeHours = (float) ($this->moduleSettings['fx_max_age_hours'] ?? 6);
+        if ($this->fxMaxAgeHours <= 0) {
+            $this->fxMaxAgeHours = 6.0;
+        }
+
+        $this->alphaMinIntervalMinutes = (int) ($this->moduleSettings['alpha_vantage_min_interval_minutes'] ?? 60);
+        if ($this->alphaMinIntervalMinutes <= 0) {
+            $this->alphaMinIntervalMinutes = 60;
+        }
+
+        $this->editPortfolioId = (int) ($_GET['edit_portfolio'] ?? 0);
+        $this->editPositionId = (int) ($_GET['edit_position'] ?? 0);
+
+        $table = static fn (string $name): string => \module_fn('boersenchecker', 'table', $name);
+        $this->portfolioTable = $table('portfolios');
+        $this->instrumentTable = $table('instruments');
+        $this->positionTable = $table('positions');
+        $this->quoteTable = $table('quotes');
+    }
+
+    public function handle(): array
+    {
+        $notice = null;
+        $error = null;
+
+        if ($_SERVER['REQUEST_METHOD'] === 'POST') {
+            try {
+                $notice = $this->handlePost();
+            } catch (\Throwable $e) {
+                $error = $e->getMessage();
+            }
+        }
+
+        $state = $this->loadState();
+
+        if ($notice === null && isset($state['notice_override']) && is_string($state['notice_override'])) {
+            $notice = $state['notice_override'];
+        }
+        if ($error === null && isset($state['error_override']) && is_string($state['error_override'])) {
+            $error = $state['error_override'];
+        }
+
+        return [
+            'notice' => $notice,
+            'error' => $error,
+            'defaultReportCurrency' => $this->defaultReportCurrency,
+            'fxMaxAgeHours' => $this->fxMaxAgeHours,
+            'alphaMinIntervalMinutes' => $this->alphaMinIntervalMinutes,
+            'editPortfolio' => $state['editPortfolio'],
+            'editPosition' => $state['editPosition'],
+            'portfolios' => $state['portfolios'],
+            'portfolioById' => $state['portfolioById'],
+            'portfolioStats' => $state['portfolioStats'],
+            'positions' => $state['positions'],
+            'instrumentList' => $state['instrumentList'],
+            'quoteHistory' => $state['quoteHistory'],
+            'selectedInstrumentForQuote' => $state['selectedInstrumentForQuote'],
+            'selectedInstrumentQuoteCurrency' => $state['selectedInstrumentQuoteCurrency'],
+            'fmtNumber' => fn (?float $value, int $scale = 2): string => $this->formatNumber($value, $scale),
+        ];
+    }
+
+    private function handlePost(): string
+    {
+        $action = trim((string) ($_POST['action'] ?? ''));
+
+        return match ($action) {
+            'save_portfolio' => $this->savePortfolio(),
+            'delete_portfolio' => $this->deletePortfolio(),
+            'save_position' => $this->savePosition(),
+            'delete_position' => $this->deletePosition(),
+            'save_quote' => $this->saveQuote(),
+            'refresh_alpha_vantage_position' => $this->refreshAlphaVantagePosition(),
+            'refresh_alpha_vantage_all' => $this->refreshAlphaVantageAll(),
+            'delete_quote' => $this->deleteQuote(),
+            'refresh_fx' => $this->refreshFx(),
+            default => '',
+        };
+    }
+
+    private function loadState(): array
+    {
+        $portfolios = $this->fetchPortfolios();
+        $positions = $this->fetchPositions();
+        $instrumentList = $this->buildInstrumentList($positions);
+        [$quoteHistory, $latestQuotes] = $this->fetchQuotes(array_keys($instrumentList));
+        $portfolioById = $this->buildPortfolioById($portfolios);
+        [$positions, $portfolioStats] = $this->enrichPositions($positions, $portfolioById, $latestQuotes);
+
+        $editPortfolio = null;
+        if ($this->editPortfolioId > 0 && isset($portfolioById[$this->editPortfolioId])) {
+            $editPortfolio = $portfolioById[$this->editPortfolioId];
+        }
+
+        $editPosition = null;
+        if ($this->editPositionId > 0) {
+            foreach ($positions as $position) {
+                if ((int) $position['id'] === $this->editPositionId) {
+                    $editPosition = $position;
+                    break;
+                }
+            }
+        }
+
+        $selectedInstrumentForQuote = $editPosition
+            ? (int) $editPosition['instrument_id']
+            : (int) ($_GET['instrument_id'] ?? 0);
+        $selectedInstrumentQuoteCurrency = $this->defaultReportCurrency;
+        if ($selectedInstrumentForQuote > 0 && isset($instrumentList[$selectedInstrumentForQuote])) {
+            $selectedInstrumentQuoteCurrency = $this->normalizeCurrency(
+                (string) ($instrumentList[$selectedInstrumentForQuote]['quote_currency'] ?? $this->defaultReportCurrency)
+            );
+        }
+
+        return [
+            'portfolios' => $portfolios,
+            'portfolioById' => $portfolioById,
+            'portfolioStats' => $portfolioStats,
+            'positions' => $positions,
+            'instrumentList' => $instrumentList,
+            'quoteHistory' => $quoteHistory,
+            'editPortfolio' => $editPortfolio,
+            'editPosition' => $editPosition,
+            'selectedInstrumentForQuote' => $selectedInstrumentForQuote,
+            'selectedInstrumentQuoteCurrency' => $selectedInstrumentQuoteCurrency,
+        ];
+    }
+
+    private function savePortfolio(): string
+    {
+        $portfolioId = (int) ($_POST['portfolio_id'] ?? 0);
+        $name = trim((string) ($_POST['portfolio_name'] ?? ''));
+        $baseCurrency = $this->normalizeCurrency((string) ($_POST['portfolio_base_currency'] ?? $this->defaultReportCurrency));
+        $notes = trim((string) ($_POST['portfolio_notes'] ?? ''));
+
+        if ($name === '') {
+            throw new RuntimeException('Bitte einen Depotnamen angeben.');
+        }
+
+        if ($portfolioId > 0) {
+            $stmt = $this->pdo->prepare(
+                'UPDATE ' . $this->portfolioTable . '
+                 SET name = :name, base_currency = :base_currency, notes = :notes, updated_at = CURRENT_TIMESTAMP
+                 WHERE id = :id AND owner_sub = :owner_sub'
+            );
+            $stmt->execute([
+                'id' => $portfolioId,
+                'owner_sub' => $this->ownerSub,
+                'name' => $name,
+                'base_currency' => $baseCurrency,
+                'notes' => $notes !== '' ? $notes : null,
+            ]);
+            return 'Depot aktualisiert.';
+        }
+
+        $stmt = $this->pdo->prepare(
+            'INSERT INTO ' . $this->portfolioTable . ' (owner_sub, name, base_currency, notes)
+             VALUES (:owner_sub, :name, :base_currency, :notes)'
+        );
+        $stmt->execute([
+            'owner_sub' => $this->ownerSub,
+            'name' => $name,
+            'base_currency' => $baseCurrency,
+            'notes' => $notes !== '' ? $notes : null,
+        ]);
+        return 'Depot angelegt.';
+    }
+
+    private function deletePortfolio(): string
+    {
+        $portfolioId = (int) ($_POST['portfolio_id'] ?? 0);
+        $countStmt = $this->pdo->prepare('SELECT COUNT(*) FROM ' . $this->positionTable . ' WHERE portfolio_id = :portfolio_id AND owner_sub = :owner_sub');
+        $countStmt->execute([
+            'portfolio_id' => $portfolioId,
+            'owner_sub' => $this->ownerSub,
+        ]);
+        if ((int) $countStmt->fetchColumn() > 0) {
+            throw new RuntimeException('Depot kann erst geloescht werden, wenn alle Positionen entfernt wurden.');
+        }
+
+        $stmt = $this->pdo->prepare('DELETE FROM ' . $this->portfolioTable . ' WHERE id = :id AND owner_sub = :owner_sub');
+        $stmt->execute([
+            'id' => $portfolioId,
+            'owner_sub' => $this->ownerSub,
+        ]);
+        return 'Depot geloescht.';
+    }
+
+    private function savePosition(): string
+    {
+        $positionId = (int) ($_POST['position_id'] ?? 0);
+        $portfolioId = (int) ($_POST['portfolio_id'] ?? 0);
+        $quantity = (float) ($_POST['quantity'] ?? 0);
+        $purchasePrice = (float) ($_POST['purchase_price'] ?? 0);
+        $purchaseCurrency = $this->normalizeCurrency((string) ($_POST['purchase_currency'] ?? $this->defaultReportCurrency));
+        $purchaseDate = trim((string) ($_POST['purchase_date'] ?? ''));
+        $fees = trim((string) ($_POST['fees'] ?? ''));
+        $notes = trim((string) ($_POST['position_notes'] ?? ''));
+
+        if ($portfolioId <= 0) {
+            throw new RuntimeException('Bitte zuerst ein Depot auswaehlen.');
+        }
+        if ($quantity <= 0 || $purchasePrice <= 0 || $purchaseDate === '') {
+            throw new RuntimeException('Bitte Stueckzahl, Kaufpreis und Kaufdatum angeben.');
+        }
+
+        $portfolioOwnerStmt = $this->pdo->prepare('SELECT id FROM ' . $this->portfolioTable . ' WHERE id = :id AND owner_sub = :owner_sub LIMIT 1');
+        $portfolioOwnerStmt->execute([
+            'id' => $portfolioId,
+            'owner_sub' => $this->ownerSub,
+        ]);
+        if ($portfolioOwnerStmt->fetchColumn() === false) {
+            throw new RuntimeException('Das ausgewaehlte Depot ist nicht verfuegbar.');
+        }
+
+        $instrumentId = $this->upsertInstrument([
+            'id' => (int) ($_POST['instrument_id'] ?? 0),
+            'isin' => $_POST['isin'] ?? '',
+            'wkn' => $_POST['wkn'] ?? '',
+            'symbol' => $_POST['symbol'] ?? '',
+            'name' => $_POST['instrument_name'] ?? '',
+            'quote_currency' => $_POST['quote_currency'] ?? $purchaseCurrency,
+            'market' => $_POST['market'] ?? '',
+        ]);
+
+        $payload = [
+            'owner_sub' => $this->ownerSub,
+            'portfolio_id' => $portfolioId,
+            'instrument_id' => $instrumentId,
+            'quantity' => $quantity,
+            'purchase_price' => $purchasePrice,
+            'purchase_currency' => $purchaseCurrency,
+            'purchase_date' => $purchaseDate,
+            'fees' => $fees !== '' ? (float) $fees : null,
+            'notes' => $notes !== '' ? $notes : null,
+        ];
+
+        if ($positionId > 0) {
+            $stmt = $this->pdo->prepare(
+                'UPDATE ' . $this->positionTable . '
+                 SET portfolio_id = :portfolio_id,
+                     instrument_id = :instrument_id,
+                     quantity = :quantity,
+                     purchase_price = :purchase_price,
+                     purchase_currency = :purchase_currency,
+                     purchase_date = :purchase_date,
+                     fees = :fees,
+                     notes = :notes,
+                     updated_at = CURRENT_TIMESTAMP
+                 WHERE id = :id AND owner_sub = :owner_sub'
+            );
+            $stmt->execute($payload + ['id' => $positionId]);
+            return 'Position aktualisiert.';
+        }
+
+        $stmt = $this->pdo->prepare(
+            'INSERT INTO ' . $this->positionTable . ' (
+                owner_sub, portfolio_id, instrument_id, quantity, purchase_price, purchase_currency, purchase_date, fees, notes
+             ) VALUES (
+                :owner_sub, :portfolio_id, :instrument_id, :quantity, :purchase_price, :purchase_currency, :purchase_date, :fees, :notes
+             )'
+        );
+        $stmt->execute($payload);
+        return 'Position gespeichert.';
+    }
+
+    private function deletePosition(): string
+    {
+        $positionId = (int) ($_POST['position_id'] ?? 0);
+        $stmt = $this->pdo->prepare('DELETE FROM ' . $this->positionTable . ' WHERE id = :id AND owner_sub = :owner_sub');
+        $stmt->execute([
+            'id' => $positionId,
+            'owner_sub' => $this->ownerSub,
+        ]);
+        return 'Position geloescht.';
+    }
+
+    private function saveQuote(): string
+    {
+        $instrumentId = (int) ($_POST['quote_instrument_id'] ?? 0);
+        $price = (float) ($_POST['quote_price'] ?? 0);
+        $currency = $this->normalizeCurrency((string) ($_POST['quote_currency'] ?? $this->defaultReportCurrency));
+        $quotedAt = $this->normalizeDateTimeLocal((string) ($_POST['quoted_at'] ?? ''));
+        $source = trim((string) ($_POST['quote_source'] ?? 'manual')) ?: 'manual';
+
+        if ($instrumentId <= 0 || $price <= 0) {
+            throw new RuntimeException('Bitte Aktie und Kurs angeben.');
+        }
+
+        $this->storeQuote($instrumentId, $price, $currency, $quotedAt, $source);
+        return 'Kurs gespeichert.';
+    }
+
+    private function refreshAlphaVantagePosition(): string
+    {
+        $positionId = (int) ($_POST['position_id'] ?? 0);
+        $stmt = $this->pdo->prepare(
+            'SELECT
+                p.instrument_id,
+                i.name AS instrument_name,
+                i.symbol,
+                i.quote_currency
+             FROM ' . $this->positionTable . ' p
+             INNER JOIN ' . $this->instrumentTable . ' i ON i.id = p.instrument_id
+             WHERE p.id = :id AND p.owner_sub = :owner_sub
+             LIMIT 1'
+        );
+        $stmt->execute([
+            'id' => $positionId,
+            'owner_sub' => $this->ownerSub,
+        ]);
+        $row = $stmt->fetch(PDO::FETCH_ASSOC);
+        if (!is_array($row)) {
+            throw new RuntimeException('Position nicht gefunden.');
+        }
+
+        $instrumentId = (int) $row['instrument_id'];
+        $symbol = strtoupper(trim((string) ($row['symbol'] ?? '')));
+        $quoteCurrency = $this->normalizeCurrency((string) ($row['quote_currency'] ?? $this->defaultReportCurrency));
+        if ($symbol === '') {
+            throw new RuntimeException('Fuer diese Aktie ist noch kein API-Symbol / Ticker hinterlegt.');
+        }
+
+        $latestApiQuote = $this->latestApiQuoteForInstrument($instrumentId);
+        $latestTimestamp = is_array($latestApiQuote) ? strtotime((string) ($latestApiQuote['quoted_at'] ?? '')) : false;
+        if ($latestTimestamp !== false && (time() - $latestTimestamp) < ($this->alphaMinIntervalMinutes * 60)) {
+            return 'Vorhandener Alpha-Vantage-Kurs fuer ' . (string) $row['instrument_name'] . ' wiederverwendet.';
+        }
+
+        $apiResult = \module_fn('boersenchecker', 'alpha_vantage_fetch_quote', $symbol);
+        if (empty($apiResult['ok'])) {
+            throw new RuntimeException((string) ($apiResult['message'] ?? 'API-Abruf fehlgeschlagen.'));
+        }
+
+        $this->storeQuote(
+            $instrumentId,
+            (float) $apiResult['price'],
+            $quoteCurrency,
+            (string) $apiResult['fetched_at'],
+            (string) $apiResult['source']
+        );
+        return 'API-Kurs fuer ' . (string) $row['instrument_name'] . ' gespeichert.';
+    }
+
+    private function refreshAlphaVantageAll(): string
+    {
+        $stmt = $this->pdo->prepare(
+            'SELECT DISTINCT
+                i.id,
+                i.name,
+                i.symbol,
+                i.quote_currency
+             FROM ' . $this->positionTable . ' p
+             INNER JOIN ' . $this->instrumentTable . ' i ON i.id = p.instrument_id
+             WHERE p.owner_sub = :owner_sub
+             ORDER BY i.name ASC'
+        );
+        $stmt->execute(['owner_sub' => $this->ownerSub]);
+        $rows = $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
+        if ($rows === []) {
+            throw new RuntimeException('Keine Positionen fuer den API-Abruf vorhanden.');
+        }
+
+        $fetched = 0;
+        $reused = 0;
+        $skipped = 0;
+        $failed = 0;
+        $errors = [];
+
+        foreach ($rows as $row) {
+            $instrumentId = (int) ($row['id'] ?? 0);
+            $symbol = strtoupper(trim((string) ($row['symbol'] ?? '')));
+            $quoteCurrency = $this->normalizeCurrency((string) ($row['quote_currency'] ?? $this->defaultReportCurrency));
+
+            if ($instrumentId <= 0 || $symbol === '') {
+                $skipped++;
+                continue;
+            }
+
+            $latestApiQuote = $this->latestApiQuoteForInstrument($instrumentId);
+            $latestTimestamp = is_array($latestApiQuote) ? strtotime((string) ($latestApiQuote['quoted_at'] ?? '')) : false;
+            if ($latestTimestamp !== false && (time() - $latestTimestamp) < ($this->alphaMinIntervalMinutes * 60)) {
+                $reused++;
+                continue;
+            }
+
+            $apiResult = \module_fn('boersenchecker', 'alpha_vantage_fetch_quote', $symbol);
+            if (empty($apiResult['ok'])) {
+                $failed++;
+                $errors[] = (string) ($row['name'] ?? $symbol) . ': ' . (string) ($apiResult['message'] ?? 'API-Abruf fehlgeschlagen.');
+                if (stripos((string) ($apiResult['message'] ?? ''), 'limit') !== false) {
+                    break;
+                }
+                continue;
+            }
+
+            $this->storeQuote(
+                $instrumentId,
+                (float) $apiResult['price'],
+                $quoteCurrency,
+                (string) $apiResult['fetched_at'],
+                (string) $apiResult['source']
+            );
+            $fetched++;
+        }
+
+        if ($errors !== []) {
+            throw new RuntimeException(
+                'Alpha Vantage: ' . $fetched . ' neu, ' . $reused . ' wiederverwendet, ' . $skipped . ' ohne Symbol, ' . $failed . ' Fehler. '
+                . implode(' | ', array_slice($errors, 0, 3))
+            );
+        }
+
+        return 'Alpha Vantage: ' . $fetched . ' neu, ' . $reused . ' wiederverwendet, ' . $skipped . ' ohne Symbol, ' . $failed . ' Fehler.';
+    }
+
+    private function deleteQuote(): string
+    {
+        $quoteId = (int) ($_POST['quote_id'] ?? 0);
+        $stmt = $this->pdo->prepare(
+            'DELETE FROM ' . $this->quoteTable . '
+             WHERE id = :id
+               AND instrument_id IN (
+                   SELECT DISTINCT instrument_id
+                   FROM ' . $this->positionTable . '
+                   WHERE owner_sub = :owner_sub
+               )'
+        );
+        $stmt->execute([
+            'id' => $quoteId,
+            'owner_sub' => $this->ownerSub,
+        ]);
+        return 'Kurseintrag geloescht.';
+    }
+
+    private function refreshFx(): string
+    {
+        $result = \module_fn('boersenchecker', 'fx_refresh', $this->defaultReportCurrency, $this->fxMaxAgeHours);
+        if (empty($result['ok'])) {
+            throw new RuntimeException((string) ($result['message'] ?? 'FX-Aktualisierung fehlgeschlagen.'));
+        }
+        return (string) ($result['message'] ?? 'FX-Daten aktualisiert.');
+    }
+
+    private function fetchPortfolios(): array
+    {
+        $stmt = $this->pdo->prepare('SELECT * FROM ' . $this->portfolioTable . ' WHERE owner_sub = :owner_sub ORDER BY name ASC');
+        $stmt->execute(['owner_sub' => $this->ownerSub]);
+        return $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
+    }
+
+    private function fetchPositions(): array
+    {
+        $stmt = $this->pdo->prepare(
+            'SELECT
+                p.*,
+                i.isin,
+                i.wkn,
+                i.symbol,
+                i.name AS instrument_name,
+                i.quote_currency,
+                i.market
+             FROM ' . $this->positionTable . ' p
+             INNER JOIN ' . $this->instrumentTable . ' i ON i.id = p.instrument_id
+             WHERE p.owner_sub = :owner_sub
+             ORDER BY p.purchase_date DESC, p.id DESC'
+        );
+        $stmt->execute(['owner_sub' => $this->ownerSub]);
+        return $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
+    }
+
+    private function buildInstrumentList(array $positions): array
+    {
+        $instrumentList = [];
+        foreach ($positions as $position) {
+            $instrumentId = (int) $position['instrument_id'];
+            if (!isset($instrumentList[$instrumentId])) {
+                $instrumentList[$instrumentId] = [
+                    'id' => $instrumentId,
+                    'name' => (string) $position['instrument_name'],
+                    'symbol' => (string) ($position['symbol'] ?? ''),
+                    'isin' => (string) ($position['isin'] ?? ''),
+                    'quote_currency' => (string) ($position['quote_currency'] ?? ''),
+                ];
+            }
+        }
+        return $instrumentList;
+    }
+
+    private function fetchQuotes(array $instrumentIds): array
+    {
+        $quoteHistory = [];
+        $latestQuotes = [];
+        if ($instrumentIds === []) {
+            return [$quoteHistory, $latestQuotes];
+        }
+
+        $placeholders = implode(',', array_fill(0, count($instrumentIds), '?'));
+        $stmt = $this->pdo->prepare(
+            'SELECT *
+             FROM ' . $this->quoteTable . '
+             WHERE instrument_id IN (' . $placeholders . ')
+             ORDER BY quoted_at DESC, created_at DESC, id DESC'
+        );
+        $stmt->execute($instrumentIds);
+        $quotes = $stmt->fetchAll(PDO::FETCH_ASSOC) ?: [];
+        foreach ($quotes as $quote) {
+            $instrumentId = (int) $quote['instrument_id'];
+            $quoteHistory[$instrumentId][] = $quote;
+            if (!isset($latestQuotes[$instrumentId])) {
+                $latestQuotes[$instrumentId] = $quote;
+            }
+        }
+
+        return [$quoteHistory, $latestQuotes];
+    }
+
+    private function buildPortfolioById(array $portfolios): array
+    {
+        $portfolioById = [];
+        foreach ($portfolios as $portfolio) {
+            $portfolio['base_currency'] = $this->normalizeCurrency((string) ($portfolio['base_currency'] ?? $this->defaultReportCurrency));
+            $portfolioById[(int) $portfolio['id']] = $portfolio;
+        }
+        return $portfolioById;
+    }
+
+    private function enrichPositions(array $positions, array $portfolioById, array $latestQuotes): array
+    {
+        $portfolioStats = [];
+        foreach ($portfolioById as $portfolioId => $portfolio) {
+            $portfolioStats[$portfolioId] = [
+                'invested' => 0.0,
+                'current' => 0.0,
+                'gain' => 0.0,
+                'positions' => 0,
+                'has_invested' => false,
+                'has_current' => false,
+            ];
+        }
+
+        foreach ($positions as &$position) {
+            $portfolioId = (int) $position['portfolio_id'];
+            $baseCurrency = (string) ($portfolioById[$portfolioId]['base_currency'] ?? $this->defaultReportCurrency);
+            $quantity = (float) $position['quantity'];
+            $purchasePrice = (float) $position['purchase_price'];
+            $fees = is_numeric($position['fees'] ?? null) ? (float) $position['fees'] : 0.0;
+            $purchaseTotal = ($quantity * $purchasePrice) + $fees;
+            $purchaseTotalBase = $this->convertAmount($purchaseTotal, (string) $position['purchase_currency'], $baseCurrency);
+            $latestQuote = $latestQuotes[(int) $position['instrument_id']] ?? null;
+            $currentTotalBase = null;
+
+            if (is_array($latestQuote) && is_numeric($latestQuote['price'] ?? null)) {
+                $currentOriginal = $quantity * (float) $latestQuote['price'];
+                $currentTotalBase = $this->convertAmount($currentOriginal, (string) $latestQuote['currency'], $baseCurrency);
+                $position['latest_price'] = (float) $latestQuote['price'];
+                $position['latest_currency'] = (string) $latestQuote['currency'];
+                $position['latest_quoted_at'] = (string) $latestQuote['quoted_at'];
+                $position['current_total_base'] = $currentTotalBase;
+            } else {
+                $position['latest_price'] = null;
+                $position['latest_currency'] = null;
+                $position['latest_quoted_at'] = null;
+                $position['current_total_base'] = null;
+            }
+
+            $position['purchase_total'] = $purchaseTotal;
+            $position['purchase_total_base'] = $purchaseTotalBase;
+            $position['base_currency'] = $baseCurrency;
+            $position['gain_base'] = $currentTotalBase !== null && $purchaseTotalBase !== null
+                ? $currentTotalBase - $purchaseTotalBase
+                : null;
+
+            if (isset($portfolioStats[$portfolioId])) {
+                $portfolioStats[$portfolioId]['positions']++;
+                if ($purchaseTotalBase !== null) {
+                    $portfolioStats[$portfolioId]['invested'] += $purchaseTotalBase;
+                    $portfolioStats[$portfolioId]['has_invested'] = true;
+                }
+                if ($currentTotalBase !== null) {
+                    $portfolioStats[$portfolioId]['current'] += $currentTotalBase;
+                    $portfolioStats[$portfolioId]['has_current'] = true;
+                }
+            }
+        }
+        unset($position);
+
+        foreach ($portfolioStats as &$stats) {
+            $stats['gain'] = ($stats['has_invested'] && $stats['has_current'])
+                ? $stats['current'] - $stats['invested']
+                : null;
+        }
+        unset($stats);
+
+        return [$positions, $portfolioStats];
+    }
+
+    private function latestApiQuoteForInstrument(int $instrumentId): ?array
+    {
+        $stmt = $this->pdo->prepare(
+            'SELECT *
+             FROM ' . $this->quoteTable . '
+             WHERE instrument_id = :instrument_id
+               AND source LIKE :source
+             ORDER BY quoted_at DESC, created_at DESC, id DESC
+             LIMIT 1'
+        );
+        $stmt->execute([
+            'instrument_id' => $instrumentId,
+            'source' => 'alpha_vantage:%',
+        ]);
+        $row = $stmt->fetch(PDO::FETCH_ASSOC);
+        return is_array($row) ? $row : null;
+    }
+
+    private function upsertInstrument(array $payload): int
+    {
+        $instrumentId = (int) ($payload['id'] ?? 0);
+        $driver = strtolower((string) $this->pdo->getAttribute(PDO::ATTR_DRIVER_NAME));
+        $data = [
+            'isin' => trim((string) ($payload['isin'] ?? '')) ?: null,
+            'wkn' => trim((string) ($payload['wkn'] ?? '')) ?: null,
+            'symbol' => trim((string) ($payload['symbol'] ?? '')) ?: null,
+            'name' => trim((string) ($payload['name'] ?? '')),
+            'quote_currency' => $this->normalizeCurrency((string) ($payload['quote_currency'] ?? 'EUR')),
+            'market' => trim((string) ($payload['market'] ?? '')) ?: null,
+        ];
+
+        if ($data['name'] === '') {
+            throw new RuntimeException('Bitte mindestens einen Aktiennamen angeben.');
+        }
+
+        if ($instrumentId <= 0) {
+            $instrumentId = $this->findInstrumentId($payload) ?? 0;
+        }
+
+        if ($instrumentId > 0) {
+            $stmt = $this->pdo->prepare(
+                'UPDATE ' . $this->instrumentTable . '
+                 SET isin = :isin, wkn = :wkn, symbol = :symbol, name = :name, quote_currency = :quote_currency, market = :market, updated_at = CURRENT_TIMESTAMP
+                 WHERE id = :id'
+            );
+            $stmt->execute($data + ['id' => $instrumentId]);
+            return $instrumentId;
+        }
+
+        if ($driver === 'pgsql') {
+            $stmt = $this->pdo->prepare(
+                'INSERT INTO ' . $this->instrumentTable . ' (isin, wkn, symbol, name, quote_currency, market)
+                 VALUES (:isin, :wkn, :symbol, :name, :quote_currency, :market)
+                 RETURNING id'
+            );
+            $stmt->execute($data);
+            return (int) $stmt->fetchColumn();
+        }
+
+        $stmt = $this->pdo->prepare(
+            'INSERT INTO ' . $this->instrumentTable . ' (isin, wkn, symbol, name, quote_currency, market)
+             VALUES (:isin, :wkn, :symbol, :name, :quote_currency, :market)'
+        );
+        $stmt->execute($data);
+        return (int) $this->pdo->lastInsertId();
+    }
+
+    private function findInstrumentId(array $payload): ?int
+    {
+        $isin = trim((string) ($payload['isin'] ?? ''));
+        $symbol = trim((string) ($payload['symbol'] ?? ''));
+        $name = trim((string) ($payload['name'] ?? ''));
+
+        if ($isin !== '') {
+            $stmt = $this->pdo->prepare('SELECT id FROM ' . $this->instrumentTable . ' WHERE isin = :isin LIMIT 1');
+            $stmt->execute(['isin' => $isin]);
+            $id = $stmt->fetchColumn();
+            if ($id !== false) {
+                return (int) $id;
+            }
+        }
+
+        if ($symbol !== '' && $name !== '') {
+            $stmt = $this->pdo->prepare('SELECT id FROM ' . $this->instrumentTable . ' WHERE symbol = :symbol AND name = :name LIMIT 1');
+            $stmt->execute([
+                'symbol' => $symbol,
+                'name' => $name,
+            ]);
+            $id = $stmt->fetchColumn();
+            if ($id !== false) {
+                return (int) $id;
+            }
+        }
+
+        return null;
+    }
+
+    private function storeQuote(int $instrumentId, float $price, string $currency, string $quotedAt, string $source): void
+    {
+        $stmt = $this->pdo->prepare(
+            'INSERT INTO ' . $this->quoteTable . ' (instrument_id, price, currency, quoted_at, source)
+             VALUES (:instrument_id, :price, :currency, :quoted_at, :source)'
+        );
+        $stmt->execute([
+            'instrument_id' => $instrumentId,
+            'price' => $price,
+            'currency' => $currency,
+            'quoted_at' => $quotedAt,
+            'source' => $source,
+        ]);
+    }
+
+    private function convertAmount(?float $amount, string $from, string $to): ?float
+    {
+        if ($amount === null) {
+            return null;
+        }
+
+        $from = $this->normalizeCurrency($from);
+        $to = $this->normalizeCurrency($to);
+        if ($from === $to) {
+            return $amount;
+        }
+
+        $fxService = \module_fn('boersenchecker', 'fx_service');
+        if (!$fxService || !method_exists($fxService, 'convert')) {
+            return null;
+        }
+
+        try {
+            $value = $fxService->convert($amount, $from, $to);
+            return is_numeric($value) ? (float) $value : null;
+        } catch (\Throwable) {
+            return null;
+        }
+    }
+
+    private function normalizeCurrency(?string $value, string $fallback = 'EUR'): string
+    {
+        $normalized = strtoupper(trim((string) $value));
+        return $normalized !== '' ? $normalized : $fallback;
+    }
+
+    private function normalizeDateTimeLocal(?string $value): string
+    {
+        $value = trim((string) $value);
+        if ($value === '') {
+            return date('Y-m-d H:i:s');
+        }
+
+        $timestamp = strtotime($value);
+        return $timestamp !== false ? date('Y-m-d H:i:s', $timestamp) : date('Y-m-d H:i:s');
+    }
+
+    private function formatNumber(?float $value, int $scale = 2): string
+    {
+        if ($value === null) {
+            return 'n/a';
+        }
+
+        return number_format($value, $scale, ',', '.');
+    }
+}