2026-06-14 11:17:20 +03:00
37 changed files with 4360 additions and 7 deletions
--- a/apps/backend/prisma/migrations/20260614071935_add_portfolio_position/migration.sql
+++ b/apps/backend/prisma/migrations/20260614071935_add_portfolio_position/migration.sql
@ -0,0 +1,31 @@
+-- CreateTable
+CREATE TABLE "Portfolio" (
+    "id" INTEGER NOT NULL PRIMARY KEY AUTOINCREMENT,
+    "userId" INTEGER NOT NULL,
+    "name" TEXT NOT NULL,
+    "description" TEXT,
+    "currency" TEXT NOT NULL DEFAULT 'RUB',
+    "targets" TEXT,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" DATETIME NOT NULL,
+    CONSTRAINT "Portfolio_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User" ("id") ON DELETE CASCADE ON UPDATE CASCADE
+);
+
+-- CreateTable
+CREATE TABLE "Position" (
+    "id" INTEGER NOT NULL PRIMARY KEY AUTOINCREMENT,
+    "portfolioId" INTEGER NOT NULL,
+    "secid" TEXT NOT NULL,
+    "quantity" INTEGER NOT NULL,
+    "notes" TEXT,
+    "tags" TEXT,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" DATETIME NOT NULL,
+    CONSTRAINT "Position_portfolioId_fkey" FOREIGN KEY ("portfolioId") REFERENCES "Portfolio" ("id") ON DELETE CASCADE ON UPDATE CASCADE
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Portfolio_userId_name_key" ON "Portfolio"("userId", "name");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Position_portfolioId_secid_key" ON "Position"("portfolioId", "secid");
--- a/apps/backend/prisma/migrations/20260614073903_add_position_type/migration.sql
+++ b/apps/backend/prisma/migrations/20260614073903_add_position_type/migration.sql
@ -0,0 +1,21 @@
+-- RedefineTables
+PRAGMA defer_foreign_keys=ON;
+PRAGMA foreign_keys=OFF;
+CREATE TABLE "new_Position" (
+    "id" INTEGER NOT NULL PRIMARY KEY AUTOINCREMENT,
+    "portfolioId" INTEGER NOT NULL,
+    "secid" TEXT NOT NULL,
+    "type" TEXT NOT NULL DEFAULT 'share',
+    "quantity" INTEGER NOT NULL,
+    "notes" TEXT,
+    "tags" TEXT,
+    "createdAt" DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" DATETIME NOT NULL,
+    CONSTRAINT "Position_portfolioId_fkey" FOREIGN KEY ("portfolioId") REFERENCES "Portfolio" ("id") ON DELETE CASCADE ON UPDATE CASCADE
+);
+INSERT INTO "new_Position" ("createdAt", "id", "notes", "portfolioId", "quantity", "secid", "tags", "updatedAt") SELECT "createdAt", "id", "notes", "portfolioId", "quantity", "secid", "tags", "updatedAt" FROM "Position";
+DROP TABLE "Position";
+ALTER TABLE "new_Position" RENAME TO "Position";
+CREATE UNIQUE INDEX "Position_portfolioId_secid_key" ON "Position"("portfolioId", "secid");
+PRAGMA foreign_keys=ON;
+PRAGMA defer_foreign_keys=OFF;
--- a/apps/backend/prisma/schema.prisma
+++ b/apps/backend/prisma/schema.prisma
@ -6,13 +6,46 @@ datasource db {
  provider = "sqlite"
 }

+model Portfolio {
+  id          Int        @id @default(autoincrement())
+  userId      Int
+  name        String
+  description String?
+  currency    String     @default("RUB")
+  targets     String?
+  createdAt   DateTime   @default(now())
+  updatedAt   DateTime   @updatedAt
+
+  user        User       @relation(fields: [userId], references: [id], onDelete: Cascade)
+  positions   Position[]
+
+  @@unique([userId, name])
+}
+
+model Position {
+  id          Int        @id @default(autoincrement())
+  portfolioId Int
+  secid       String
+  type        String     @default("share")
+  quantity    Int
+  notes       String?
+  tags        String?
+  createdAt   DateTime   @default(now())
+  updatedAt   DateTime   @updatedAt
+
+  portfolio   Portfolio  @relation(fields: [portfolioId], references: [id], onDelete: Cascade)
+
+  @@unique([portfolioId, secid])
+}
+
 model User {
-  id           Int      @id @default(autoincrement())
-  email        String   @unique
+  id           Int         @id @default(autoincrement())
+  email        String      @unique
  password     String
  name         String?
-  role         String   @default("user")
+  role         String      @default("user")
  refreshToken String?
-  createdAt    DateTime @default(now())
-  updatedAt    DateTime @updatedAt
+  createdAt    DateTime    @default(now())
+  updatedAt    DateTime    @updatedAt
+  portfolios   Portfolio[]
 }
--- a/apps/backend/src/app.module.ts
+++ b/apps/backend/src/app.module.ts
@ -7,6 +7,7 @@ import { SecuritiesModule } from './modules/securities/securities.module';
 import { SharesModule } from './modules/shares/shares.module';
 import { BondsModule } from './modules/bonds/bonds.module';
 import { CandlesModule } from './modules/candles/candles.module';
+import { PortfolioModule } from './modules/portfolio/portfolio.module';
 import { PrismaModule } from './modules/prisma/prisma.module';
 import { AuthModule } from './modules/auth/auth.module';
 import configuration from './config/configuration';
@ -23,6 +24,7 @@ import configuration from './config/configuration';
    SharesModule,
    BondsModule,
    CandlesModule,
+    PortfolioModule,
  ],
 })
 export class AppModule {}
--- a/apps/backend/src/modules/moex-client/moex-client.service.ts
+++ b/apps/backend/src/modules/moex-client/moex-client.service.ts
@ -174,7 +174,10 @@ export class MoexClientService {
      { boards: boardId },
    );
    const rows = this.extractTable(data, 'securities');
-    const bond = rows.find((r) => r.BOARDID === boardId) || rows[0];
+    const bond =
+      rows.find((r) => r.BOARDID === boardId && r.PREVWAPRICE != null) ||
+      rows.find((r) => r.PREVWAPRICE != null) ||
+      rows[0];
    if (!bond) return null;

    return {
@ -208,7 +211,10 @@ export class MoexClientService {
      { boards: boardId },
    );
    const mktRows = this.extractTable(data, 'marketdata');
-    const mkt = mktRows.find((r) => r.SECID === secid);
+    const mkt =
+      mktRows.find((r) => r.BOARDID === boardId && r.LAST != null) ||
+      mktRows.find((r) => r.LAST != null) ||
+      mktRows.find((r) => r.SECID === secid);
    if (!mkt) return null;

    return {
--- a/apps/backend/src/modules/portfolio/dto/add-position.dto.ts
+++ b/apps/backend/src/modules/portfolio/dto/add-position.dto.ts
@ -0,0 +1,47 @@
+import {
+  IsString,
+  IsOptional,
+  IsInt,
+  Min,
+  IsArray,
+  IsIn,
+  MaxLength,
+  MinLength,
+} from 'class-validator';
+import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
+
+const TAGS = [
+  'DIVIDEND',
+  'GROWTH',
+  'DEFENSIVE',
+  'SPECULATIVE',
+  'BOND',
+  'ETF',
+  'GOVERNMENT',
+  'CASH',
+] as const;
+
+export class AddPositionDto {
+  @ApiProperty({ example: 'SBER' })
+  @IsString()
+  @MinLength(1)
+  @MaxLength(50)
+  secid!: string;
+
+  @ApiProperty({ example: 10 })
+  @IsInt()
+  @Min(0)
+  quantity!: number;
+
+  @ApiPropertyOptional({ example: 'Покупка на дип' })
+  @IsString()
+  @IsOptional()
+  @MaxLength(500)
+  notes?: string;
+
+  @ApiPropertyOptional({ example: ['DIVIDEND', 'GROWTH'], enum: TAGS })
+  @IsArray()
+  @IsIn(TAGS, { each: true })
+  @IsOptional()
+  tags?: string[];
+}
--- a/apps/backend/src/modules/portfolio/dto/create-portfolio.dto.ts
+++ b/apps/backend/src/modules/portfolio/dto/create-portfolio.dto.ts
@ -0,0 +1,24 @@
+import { IsString, IsOptional, IsIn, MaxLength, MinLength } from 'class-validator';
+import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
+
+const CURRENCIES = ['RUB', 'USD', 'EUR', 'CNY', 'KZT', 'BYN'] as const;
+
+export class CreatePortfolioDto {
+  @ApiProperty({ example: 'Мой портфель' })
+  @IsString()
+  @MinLength(1)
+  @MaxLength(100)
+  name!: string;
+
+  @ApiPropertyOptional({ example: 'Описание портфеля' })
+  @IsString()
+  @IsOptional()
+  @MaxLength(500)
+  description?: string;
+
+  @ApiPropertyOptional({ default: 'RUB', enum: CURRENCIES })
+  @IsString()
+  @IsIn(CURRENCIES)
+  @IsOptional()
+  currency?: string;
+}
--- a/apps/backend/src/modules/portfolio/dto/portfolio-response.dto.ts
+++ b/apps/backend/src/modules/portfolio/dto/portfolio-response.dto.ts
@ -0,0 +1,43 @@
+import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
+
+class PositionWithPriceDto {
+  @ApiProperty() id!: number;
+  @ApiProperty({ example: 'SBER' }) secid!: string;
+  @ApiProperty({ example: 'share', enum: ['share', 'bond'] }) type!: string;
+  @ApiProperty({ example: 10 }) quantity!: number;
+  @ApiPropertyOptional() notes!: string | null;
+  @ApiPropertyOptional() tags!: string[] | null;
+  @ApiPropertyOptional() currentPrice!: number | null;
+  @ApiPropertyOptional() currentValue!: number | null;
+  @ApiProperty() weightPercent!: number;
+  @ApiPropertyOptional() change!: number | null;
+  @ApiPropertyOptional() changePercent!: number | null;
+  @ApiPropertyOptional() yieldToMaturity!: number | null;
+  @ApiPropertyOptional() duration!: number | null;
+  @ApiPropertyOptional() couponValue!: number | null;
+  @ApiPropertyOptional() couponPercent!: number | null;
+  @ApiPropertyOptional() nextCouponDate!: string | null;
+  @ApiPropertyOptional() matDate!: string | null;
+  @ApiPropertyOptional() accruedInt!: number | null;
+  @ApiPropertyOptional() bid!: number | null;
+  @ApiPropertyOptional() offer!: number | null;
+  @ApiPropertyOptional() couponPeriod!: number | null;
+  @ApiPropertyOptional() bondType!: string | null;
+  @ApiPropertyOptional() offerDate!: string | null;
+}
+
+export class PortfolioResponseDto {
+  @ApiProperty() id!: number;
+  @ApiProperty() name!: string;
+  @ApiPropertyOptional() description!: string | null;
+  @ApiProperty({ default: 'RUB' }) currency!: string;
+  @ApiProperty() createdAt!: string;
+  @ApiProperty() updatedAt!: string;
+}
+
+export class PortfolioDetailResponseDto extends PortfolioResponseDto {
+  @ApiProperty({ type: [PositionWithPriceDto] })
+  positions!: PositionWithPriceDto[];
+
+  @ApiProperty() totalValue!: number;
+}
--- a/apps/backend/src/modules/portfolio/dto/position-response.dto.ts
+++ b/apps/backend/src/modules/portfolio/dto/position-response.dto.ts
@ -0,0 +1,12 @@
+import { ApiProperty, ApiPropertyOptional } from '@nestjs/swagger';
+
+export class PositionResponseDto {
+  @ApiProperty() id!: number;
+  @ApiProperty({ example: 'SBER' }) secid!: string;
+  @ApiProperty({ example: 10 }) quantity!: number;
+  @ApiPropertyOptional() notes!: string | null;
+  @ApiPropertyOptional() tags!: string[] | null;
+  @ApiProperty() portfolioId!: number;
+  @ApiProperty() createdAt!: string;
+  @ApiProperty() updatedAt!: string;
+}
--- a/apps/backend/src/modules/portfolio/dto/update-portfolio.dto.ts
+++ b/apps/backend/src/modules/portfolio/dto/update-portfolio.dto.ts
@ -0,0 +1,25 @@
+import { IsString, IsOptional, IsIn, MaxLength, MinLength } from 'class-validator';
+import { ApiPropertyOptional } from '@nestjs/swagger';
+
+const CURRENCIES = ['RUB', 'USD', 'EUR', 'CNY', 'KZT', 'BYN'] as const;
+
+export class UpdatePortfolioDto {
+  @ApiPropertyOptional({ example: 'Мой портфель' })
+  @IsString()
+  @MinLength(1)
+  @MaxLength(100)
+  @IsOptional()
+  name?: string;
+
+  @ApiPropertyOptional({ example: 'Обновлённое описание' })
+  @IsString()
+  @IsOptional()
+  @MaxLength(500)
+  description?: string;
+
+  @ApiPropertyOptional({ default: 'RUB', enum: CURRENCIES })
+  @IsString()
+  @IsIn(CURRENCIES)
+  @IsOptional()
+  currency?: string;
+}
--- a/apps/backend/src/modules/portfolio/dto/update-position.dto.ts
+++ b/apps/backend/src/modules/portfolio/dto/update-position.dto.ts
@ -0,0 +1,33 @@
+import { IsString, IsOptional, IsInt, Min, IsArray, IsIn, MaxLength } from 'class-validator';
+import { ApiPropertyOptional } from '@nestjs/swagger';
+
+const TAGS = [
+  'DIVIDEND',
+  'GROWTH',
+  'DEFENSIVE',
+  'SPECULATIVE',
+  'BOND',
+  'ETF',
+  'GOVERNMENT',
+  'CASH',
+] as const;
+
+export class UpdatePositionDto {
+  @ApiPropertyOptional({ example: 15 })
+  @IsInt()
+  @Min(0)
+  @IsOptional()
+  quantity?: number;
+
+  @ApiPropertyOptional({ example: 'Докупка' })
+  @IsString()
+  @IsOptional()
+  @MaxLength(500)
+  notes?: string;
+
+  @ApiPropertyOptional({ example: ['DIVIDEND'], enum: TAGS })
+  @IsArray()
+  @IsIn(TAGS, { each: true })
+  @IsOptional()
+  tags?: string[];
+}
--- a/apps/backend/src/modules/portfolio/portfolio.controller.ts
+++ b/apps/backend/src/modules/portfolio/portfolio.controller.ts
@ -0,0 +1,88 @@
+import { Controller, Get, Post, Patch, Delete, Body, Param, ParseIntPipe } from '@nestjs/common';
+import { ApiTags, ApiOperation, ApiBearerAuth } from '@nestjs/swagger';
+import { PortfolioService } from './portfolio.service';
+import { CreatePortfolioDto } from './dto/create-portfolio.dto';
+import { UpdatePortfolioDto } from './dto/update-portfolio.dto';
+import { AddPositionDto } from './dto/add-position.dto';
+import { UpdatePositionDto } from './dto/update-position.dto';
+import { CurrentUser } from '../auth/decorators/current-user.decorator';
+
+@ApiTags('Portfolios')
+@ApiBearerAuth()
+@Controller('portfolios')
+export class PortfolioController {
+  constructor(private readonly portfolioService: PortfolioService) {}
+
+  @Get()
+  @ApiOperation({ summary: 'Get all portfolios for current user' })
+  async findAll(@CurrentUser() user: { sub: number }) {
+    const portfolios = await this.portfolioService.findAll(user.sub);
+    return { data: portfolios, meta: { cachedAt: null, fromCache: false } };
+  }
+
+  @Post()
+  @ApiOperation({ summary: 'Create a new portfolio' })
+  async create(@CurrentUser() user: { sub: number }, @Body() dto: CreatePortfolioDto) {
+    const portfolio = await this.portfolioService.create(user.sub, dto);
+    return { data: portfolio, meta: { cachedAt: null, fromCache: false } };
+  }
+
+  @Get(':id')
+  @ApiOperation({ summary: 'Get portfolio details with positions and prices' })
+  async findOne(@CurrentUser() user: { sub: number }, @Param('id', ParseIntPipe) id: number) {
+    const portfolio = await this.portfolioService.findOne(user.sub, id);
+    return { data: portfolio, meta: { cachedAt: null, fromCache: false } };
+  }
+
+  @Patch(':id')
+  @ApiOperation({ summary: 'Update portfolio' })
+  async update(
+    @CurrentUser() user: { sub: number },
+    @Param('id', ParseIntPipe) id: number,
+    @Body() dto: UpdatePortfolioDto,
+  ) {
+    const portfolio = await this.portfolioService.update(user.sub, id, dto);
+    return { data: portfolio, meta: { cachedAt: null, fromCache: false } };
+  }
+
+  @Delete(':id')
+  @ApiOperation({ summary: 'Delete portfolio' })
+  async remove(@CurrentUser() user: { sub: number }, @Param('id', ParseIntPipe) id: number) {
+    await this.portfolioService.remove(user.sub, id);
+    return { data: null, meta: { cachedAt: null, fromCache: false } };
+  }
+
+  @Post(':id/positions')
+  @ApiOperation({ summary: 'Add position to portfolio' })
+  async addPosition(
+    @CurrentUser() user: { sub: number },
+    @Param('id', ParseIntPipe) id: number,
+    @Body() dto: AddPositionDto,
+  ) {
+    const position = await this.portfolioService.addPosition(user.sub, id, dto);
+    return { data: position, meta: { cachedAt: null, fromCache: false } };
+  }
+
+  @Patch(':id/positions/:positionId')
+  @ApiOperation({ summary: 'Update position' })
+  async updatePosition(
+    @CurrentUser() user: { sub: number },
+    @Param('id', ParseIntPipe) id: number,
+    @Param('positionId', ParseIntPipe) positionId: number,
+    @Body() dto: UpdatePositionDto,
+  ) {
+    const position = await this.portfolioService.updatePosition(user.sub, id, positionId, dto);
+    return { data: position, meta: { cachedAt: null, fromCache: false } };
+  }
+
+  @Delete(':id/positions/:positionId')
+  @ApiOperation({ summary: 'Remove position from portfolio' })
+  async removePosition(
+    @CurrentUser() user: { sub: number },
+    @Param('id', ParseIntPipe) id: number,
+    @Param('positionId', ParseIntPipe) positionId: number,
+  ) {
+    await this.portfolioService.removePosition(user.sub, id, positionId);
+    return { data: null, meta: { cachedAt: null, fromCache: false } };
+  }
+}
--- a/apps/backend/src/modules/portfolio/portfolio.module.ts
+++ b/apps/backend/src/modules/portfolio/portfolio.module.ts
@ -0,0 +1,10 @@
+import { Module } from '@nestjs/common';
+import { PortfolioController } from './portfolio.controller';
+import { PortfolioService } from './portfolio.service';
+
+@Module({
+  controllers: [PortfolioController],
+  providers: [PortfolioService],
+  exports: [PortfolioService],
+})
+export class PortfolioModule {}
--- a/apps/backend/src/modules/portfolio/portfolio.service.ts
+++ b/apps/backend/src/modules/portfolio/portfolio.service.ts
@ -0,0 +1,345 @@
+import {
+  Injectable,
+  NotFoundException,
+  BadRequestException,
+  ForbiddenException,
+} from '@nestjs/common';
+import { PrismaService } from '../prisma/prisma.service';
+import { MoexClientService } from '../moex-client/moex-client.service';
+import { CacheService } from '../cache/cache.service';
+import { CreatePortfolioDto } from './dto/create-portfolio.dto';
+import { UpdatePortfolioDto } from './dto/update-portfolio.dto';
+import { AddPositionDto } from './dto/add-position.dto';
+import { UpdatePositionDto } from './dto/update-position.dto';
+
+export interface EnrichedPosition {
+  id: number;
+  secid: string;
+  shortName: string | null;
+  type: string;
+  quantity: number;
+  notes: string | null;
+  tags: string[] | null;
+  currentPrice: number | null;
+  currentValue: number | null;
+  weightPercent: number;
+  change?: number | null;
+  changePercent?: number | null;
+  yieldToMaturity?: number | null;
+  duration?: number | null;
+  couponValue?: number | null;
+  couponPercent?: number | null;
+  nextCouponDate?: string | null;
+  matDate?: string | null;
+  accruedInt?: number | null;
+  bid?: number | null;
+  offer?: number | null;
+  couponPeriod?: number | null;
+  bondType?: string | null;
+  offerDate?: string | null;
+}
+
+@Injectable()
+export class PortfolioService {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly moexClient: MoexClientService,
+    private readonly cache: CacheService,
+  ) {}
+
+  async create(userId: number, dto: CreatePortfolioDto) {
+    return this.prisma.portfolio.create({
+      data: {
+        userId,
+        name: dto.name,
+        description: dto.description ?? null,
+        currency: dto.currency ?? 'RUB',
+      },
+    });
+  }
+
+  async findAll(userId: number) {
+    return this.prisma.portfolio.findMany({
+      where: { userId },
+      orderBy: { updatedAt: 'desc' },
+    });
+  }
+
+  async findOne(userId: number, id: number) {
+    const portfolio = await this.prisma.portfolio.findUnique({
+      where: { id },
+      include: { positions: true },
+    });
+
+    if (!portfolio) throw new NotFoundException(`Portfolio ${id} not found`);
+    if (portfolio.userId !== userId) throw new ForbiddenException('Access denied');
+
+    const positionsWithPrices = await this.enrichPositions(portfolio.positions);
+
+    const totalValue = positionsWithPrices.reduce((sum, p) => sum + (p.currentValue ?? 0), 0);
+
+    const positionsWithWeights: EnrichedPosition[] = positionsWithPrices.map((p) => {
+      const weightPercent = totalValue > 0 ? ((p.currentValue ?? 0) / totalValue) * 100 : 0;
+      return {
+        ...p,
+        weightPercent: Math.round(weightPercent * 2) / 2,
+      };
+    });
+
+    return {
+      id: portfolio.id,
+      name: portfolio.name,
+      description: portfolio.description,
+      currency: portfolio.currency,
+      createdAt: portfolio.createdAt.toISOString(),
+      updatedAt: portfolio.updatedAt.toISOString(),
+      positions: positionsWithWeights,
+      totalValue: Math.round(totalValue * 100) / 100,
+    };
+  }
+
+  async update(userId: number, id: number, dto: UpdatePortfolioDto) {
+    const portfolio = await this.prisma.portfolio.findUnique({ where: { id } });
+    if (!portfolio) throw new NotFoundException(`Portfolio ${id} not found`);
+    if (portfolio.userId !== userId) throw new ForbiddenException('Access denied');
+
+    return this.prisma.portfolio.update({
+      where: { id },
+      data: {
+        ...(dto.name !== undefined && { name: dto.name }),
+        ...(dto.description !== undefined && { description: dto.description }),
+        ...(dto.currency !== undefined && { currency: dto.currency }),
+      },
+    });
+  }
+
+  async remove(userId: number, id: number) {
+    const portfolio = await this.prisma.portfolio.findUnique({ where: { id } });
+    if (!portfolio) throw new NotFoundException(`Portfolio ${id} not found`);
+    if (portfolio.userId !== userId) throw new ForbiddenException('Access denied');
+
+    await this.prisma.portfolio.delete({ where: { id } });
+  }
+
+  async addPosition(userId: number, portfolioId: number, dto: AddPositionDto) {
+    const portfolio = await this.prisma.portfolio.findUnique({
+      where: { id: portfolioId },
+      include: { positions: true },
+    });
+    if (!portfolio) throw new NotFoundException(`Portfolio ${portfolioId} not found`);
+    if (portfolio.userId !== userId) throw new ForbiddenException('Access denied');
+
+    const exists = portfolio.positions.find((p) => p.secid === dto.secid);
+    if (exists)
+      throw new BadRequestException(`Position ${dto.secid} already exists in this portfolio`);
+
+    if (dto.quantity === 0) throw new BadRequestException('Quantity must be greater than 0');
+
+    const desc = await this.moexClient.getSecurityDescription(dto.secid);
+    if (!desc) throw new BadRequestException(`Security ${dto.secid} not found in MOEX`);
+
+    const type = desc.group === 'stock_bonds' ? 'bond' : 'share';
+
+    return this.prisma.position.create({
+      data: {
+        portfolioId,
+        secid: dto.secid,
+        type,
+        quantity: dto.quantity,
+        notes: dto.notes ?? null,
+        tags: dto.tags ? JSON.stringify(dto.tags) : null,
+      },
+    });
+  }
+
+  async updatePosition(
+    userId: number,
+    portfolioId: number,
+    positionId: number,
+    dto: UpdatePositionDto,
+  ) {
+    const portfolio = await this.prisma.portfolio.findUnique({ where: { id: portfolioId } });
+    if (!portfolio) throw new NotFoundException(`Portfolio ${portfolioId} not found`);
+    if (portfolio.userId !== userId) throw new ForbiddenException('Access denied');
+
+    const position = await this.prisma.position.findUnique({ where: { id: positionId } });
+    if (!position || position.portfolioId !== portfolioId) {
+      throw new NotFoundException(`Position ${positionId} not found`);
+    }
+
+    return this.prisma.position.update({
+      where: { id: positionId },
+      data: {
+        ...(dto.quantity !== undefined && { quantity: dto.quantity }),
+        ...(dto.notes !== undefined && { notes: dto.notes }),
+        ...(dto.tags !== undefined && { tags: dto.tags ? JSON.stringify(dto.tags) : null }),
+      },
+    });
+  }
+
+  async removePosition(userId: number, portfolioId: number, positionId: number) {
+    const portfolio = await this.prisma.portfolio.findUnique({ where: { id: portfolioId } });
+    if (!portfolio) throw new NotFoundException(`Portfolio ${portfolioId} not found`);
+    if (portfolio.userId !== userId) throw new ForbiddenException('Access denied');
+
+    const position = await this.prisma.position.findUnique({ where: { id: positionId } });
+    if (!position || position.portfolioId !== portfolioId) {
+      throw new NotFoundException(`Position ${positionId} not found`);
+    }
+
+    await this.prisma.position.delete({ where: { id: positionId } });
+  }
+
+  private async enrichPositions(
+    positions: {
+      id: number;
+      portfolioId: number;
+      secid: string;
+      type: string;
+      quantity: number;
+      notes: string | null;
+      tags: string | null;
+    }[],
+  ): Promise<EnrichedPosition[]> {
+    return Promise.all(
+      positions.map(async (pos) => {
+        let shortName: string | null = null;
+        try {
+          const { data: desc } = await this.cache.getOrFetch(
+            'security',
+            ['portfolio-name', pos.secid],
+            async () => {
+              const d = await this.moexClient.getSecurityDescription(pos.secid);
+              return { shortName: d?.shortName ?? null };
+            },
+            'securityTtl',
+          );
+          shortName = desc.shortName;
+        } catch {
+          shortName = null;
+        }
+
+        const base = {
+          id: pos.id,
+          secid: pos.secid,
+          shortName,
+          type: pos.type,
+          quantity: pos.quantity,
+          notes: pos.notes,
+          tags: pos.tags ? JSON.parse(pos.tags) : null,
+          weightPercent: 0,
+          currentPrice: null as number | null,
+          currentValue: null as number | null,
+        };
+
+        if (pos.type === 'bond') {
+          return this.enrichBondPosition(pos, base);
+        }
+        return this.enrichSharePosition(pos, base);
+      }),
+    );
+  }
+
+  private async enrichSharePosition(
+    pos: { id: number; secid: string; quantity: number },
+    base: EnrichedPosition,
+  ): Promise<EnrichedPosition> {
+    try {
+      const { data: marketData } = await this.cache.getOrFetch(
+        'marketdata',
+        ['portfolio', pos.secid],
+        async () => {
+          const data = await this.moexClient.getShareMarketData(pos.secid);
+          return {
+            price: data?.last ?? null,
+            change: data?.lastChange ?? null,
+            changePercent: data?.lastChangePrcnt ?? null,
+          };
+        },
+        'marketDataTtl',
+      );
+
+      return {
+        ...base,
+        currentPrice: marketData.price,
+        change: marketData.change,
+        changePercent: marketData.changePercent,
+        currentValue: marketData.price !== null ? marketData.price * pos.quantity : null,
+      };
+    } catch {
+      return { ...base, currentPrice: null, change: null, changePercent: null, currentValue: null };
+    }
+  }
+
+  private async enrichBondPosition(
+    pos: { id: number; secid: string; quantity: number },
+    base: EnrichedPosition,
+  ): Promise<EnrichedPosition> {
+    try {
+      const { data: bondData } = await this.cache.getOrFetch(
+        'bonddata',
+        ['portfolio', pos.secid],
+        async () => {
+          const desc = await this.moexClient.getBondData(pos.secid);
+          const mkt = await this.moexClient.getBondMarketData(pos.secid);
+          return {
+            price: mkt?.last ?? null,
+            yieldToMaturity: mkt?.yield ?? null,
+            duration: mkt?.duration ?? null,
+            couponValue: desc?.couponValue ?? null,
+            couponPercent: desc?.couponPercent ?? null,
+            nextCouponDate: desc?.nextCoupon ?? null,
+            matDate: desc?.matDate ?? null,
+            accruedInt: desc?.accruedInt ?? null,
+            faceValue: desc?.faceValue ?? 1000,
+            bid: mkt?.bid ?? null,
+            offer: mkt?.offer ?? null,
+            couponPeriod: desc?.couponPeriod ?? null,
+            bondType: desc?.bondType ?? null,
+            offerDate: desc?.offerDate ?? null,
+          };
+        },
+        'marketDataTtl',
+      );
+
+      const currentValue =
+        bondData.price !== null ? (bondData.price / 100) * bondData.faceValue * pos.quantity : null;
+
+      return {
+        ...base,
+        currentPrice: bondData.price,
+        yieldToMaturity: bondData.yieldToMaturity,
+        duration: bondData.duration,
+        couponValue: bondData.couponValue,
+        couponPercent: bondData.couponPercent,
+        nextCouponDate: bondData.nextCouponDate,
+        matDate: bondData.matDate,
+        accruedInt: bondData.accruedInt,
+        bid: bondData.bid,
+        offer: bondData.offer,
+        couponPeriod: bondData.couponPeriod,
+        bondType: bondData.bondType,
+        offerDate: bondData.offerDate,
+        currentValue,
+      };
+    } catch {
+      return {
+        ...base,
+        currentPrice: null,
+        yieldToMaturity: null,
+        duration: null,
+        couponValue: null,
+        couponPercent: null,
+        nextCouponDate: null,
+        matDate: null,
+        accruedInt: null,
+        bid: null,
+        offer: null,
+        couponPeriod: null,
+        bondType: null,
+        offerDate: null,
+        currentValue: null,
+      };
+    }
+  }
+}
--- a/apps/docs/docs/adr/ADR-009-portfolio-domain.md
+++ b/apps/docs/docs/adr/ADR-009-portfolio-domain.md
@ -0,0 +1,27 @@
+# ADR-009: Portfolio Domain Model
+
+**Status:** Accepted
+
+**Date:** 2026-06-14
+
+## Context
+
+Adding portfolio tracking feature to MoexVibe. Need to decide on data model — relational tables vs document-oriented storage for portfolio and position data.
+
+## Decision
+
+Use SQL via Prisma (existing database) with `Portfolio` and `Position` as separate tables. JSON fields for flexible data (`targets`, `tags`).
+
+## Rationale
+
+- SQLite already in use for User model
+- Portfolio and Position have clear relational structure (1:N)
+- JSON fields cover semi-structured requirements (targets, tags) without adding another database
+- No need for complex queries across tags at current scale (50 positions max per portfolio)
+- Straightforward migration to PostgreSQL if needed
+
+## Consequences
+
+- JSON fields not individually queryable in SQLite (acceptable for Phase 1)
+- Targets edited as full JSON replacement (not atomic per-item update)
+- Cascade delete handles portfolio → position cleanup
--- a/apps/docs/docs/adr/ADR-010-backend-price-computation.md
+++ b/apps/docs/docs/adr/ADR-010-backend-price-computation.md
@ -0,0 +1,26 @@
+# ADR-010: Backend Price Computation
+
+**Status:** Accepted
+
+**Date:** 2026-06-14
+
+## Context
+
+Portfolio positions need current market prices for value calculation. Where should price computation happen — on backend or frontend?
+
+## Decision
+
+Compute prices on backend. `GET /api/v1/portfolios/:id` returns fully computed `PortfolioDetailResponseDto` with `currentPrice`, `currentValue`, `weightPercent`, and `deviation` for each position.
+
+## Rationale
+
+- Single source of truth for financial calculations
+- Frontend receives ready-to-display data
+- Backend caching reduces MOEX API calls
+- Avoids N individual price requests from frontend
+
+## Consequences
+
+- Backend makes N MOEX requests per portfolio read (cached by TTL 900s)
+- Portfolio endpoint cannot use naive response caching (prices per-user)
+- Extra load on backend when many users view portfolios simultaneously
--- a/apps/docs/docs/backend/portfolio.md
+++ b/apps/docs/docs/backend/portfolio.md
@ -0,0 +1,92 @@
+# Portfolio Module
+
+The Portfolio module allows users to create and manage virtual investment portfolios for tracking purposes.
+
+## Overview
+
+- **Backend:** `PortfolioModule` (`apps/backend/src/modules/portfolio/`)
+- **Frontend:** Protected pages at `/portfolios` and `/portfolios/:id`
+- **Database:** `Portfolio` and `Position` models (Prisma + SQLite)
+
+## API Endpoints
+
+All endpoints require JWT authentication (`JwtAuthGuard`).
+
+| Endpoint | Method | Description |
+|---|---|---|
+| `/api/v1/portfolios` | GET | List user's portfolios |
+| `/api/v1/portfolios` | POST | Create portfolio |
+| `/api/v1/portfolios/:id` | GET | Portfolio detail with enriched positions |
+| `/api/v1/portfolios/:id` | PATCH | Update portfolio (name, description, currency) |
+| `/api/v1/portfolios/:id` | DELETE | Delete portfolio (cascade deletes positions) |
+| `/api/v1/portfolios/:id/positions` | POST | Add position (auto-detects share/bond type) |
+| `/api/v1/portfolios/:id/positions/:posId` | PATCH | Update position (quantity, notes) |
+| `/api/v1/portfolios/:id/positions/:posId` | DELETE | Remove position |
+
+## Domain Model
+
+```
+Portfolio
+├── id, userId
+├── name, description, currency
+└── positions[]
+
+Position
+├── id, portfolioId
+├── secid (MOEX security ID)
+├── type ("share" | "bond") — auto-detected from MOEX
+├── quantity (integer, >= 0)
+├── notes (free text)
+├── tags (JSON, stored but not displayed in Phase 1)
+└── enriched: currentPrice, currentValue, weightPercent
+    + share: change, changePercent, shortName
+    + bond: yieldToMaturity, duration, couponValue, couponPercent,
+            nextCouponDate, matDate, accruedInt, bid, offer,
+            couponPeriod, bondType, offerDate
+```
+
+## Security Type Detection
+
+When adding a position, the backend fetches `getSecurityDescription(secid)` from MOEX. If `desc.group === 'stock_bonds'`, the position type is set to `bond`; otherwise `share`. This determines which enrichment path is used on read.
+
+## Price Computation (Shares)
+
+For shares: `currentPrice = marketData.last`, `currentValue = price * quantity`, with `change` and `changePercent` from `lastChange` and `lastChangePrcnt`.
+
+## Price Computation (Bonds)
+
+For bonds, MOEX returns prices as a percentage of face value (e.g., 98.5 = 98.5% of 1000 RUB).
+
+- `currentPrice = marketData.last` (% of face value)
+- `currentValue = (price / 100) * faceValue * quantity`
+
+Bond enrichment also fetches:
+| Field | Source | Description |
+|---|---|---|
+| `yieldToMaturity` | `getBondMarketData().yield` | YTM (%) |
+| `duration` | `getBondMarketData().duration` | Modified duration (years) |
+| `couponValue` | `getBondData().couponValue` | Coupon amount in RUB |
+| `couponPercent` | `getBondData().couponPercent` | Coupon rate (%) |
+| `couponPeriod` | `getBondData().couponPeriod` | Days between payments |
+| `nextCouponDate` | `getBondData().nextCoupon` | Next coupon date |
+| `matDate` | `getBondData().matDate` | Maturity date |
+| `offerDate` | `getBondData().offerDate` | Early redemption date |
+| `accruedInt` | `getBondData().accruedInt` | Accrued interest per bond (RUB) |
+| `bondType` | `getBondData().bondType` | "ОФЗ", "Корпоративная", etc. |
+| `bid` / `offer` | `getBondMarketData()` | Current bid/ask (% of face) |
+
+## MOEX Board Selection
+
+The backend uses the following default MOEX boards:
+- **Shares:** `TQBR` (Т+: Акции — безадрес.)
+- **Bonds:** `TQCB` (Т+: Корпоративные облигации — безадрес.)
+
+Some bonds (primarily OFZ government bonds) trade on `TQOB` board. If the requested board has no trading data, the backend falls back to any board with a non-null `LAST` price. Data is cached with standard market data TTL (900s).
+
+## Future Phases
+
+1. **Positions v2** — pie chart, filtering
+2. **Transactions** — buy/sell history, average cost basis
+3. **Analytics** — portfolio value chart, XIRR, benchmark comparison
+4. **Dividends & Coupons** — aggregated forecast calendar
+5. **Corporate Actions** — splits, consolidations auto-adjustment
--- a/apps/docs/sidebars.ts
+++ b/apps/docs/sidebars.ts
@ -17,6 +17,7 @@ const sidebars: SidebarsConfig = {
        'backend/configuration',
        'backend/caching',
        'backend/moex-client',
+        'backend/portfolio',
      ],
    },
    {
@ -59,6 +60,8 @@ const sidebars: SidebarsConfig = {
        'adr/ADR-006-no-cci',
        'adr/ADR-007-two-level-caching',
        'adr/ADR-008-auth-system',
+        'adr/ADR-009-portfolio-domain',
+        'adr/ADR-010-backend-price-computation',
      ],
    },
  ],
--- a/apps/frontend/src/api/portfolio.ts
+++ b/apps/frontend/src/api/portfolio.ts
@ -0,0 +1,74 @@
+import { request } from './client';
+import type { Portfolio, PortfolioDetail, Position } from './responses';
+
+export function getPortfolios(): Promise<{
+  data: Portfolio[];
+  meta: { cachedAt: string | null; fromCache: boolean };
+}> {
+  return request<Portfolio[]>('/api/v1/portfolios');
+}
+
+export function getPortfolio(
+  id: number,
+): Promise<{ data: PortfolioDetail; meta: { cachedAt: string | null; fromCache: boolean } }> {
+  return request<PortfolioDetail>(`/api/v1/portfolios/${id}`);
+}
+
+export function createPortfolio(data: {
+  name: string;
+  description?: string;
+  currency?: string;
+}): Promise<{ data: Portfolio; meta: { cachedAt: string | null; fromCache: boolean } }> {
+  return request<Portfolio>('/api/v1/portfolios', undefined, {
+    method: 'POST',
+    body: data,
+  });
+}
+
+export function updatePortfolio(
+  id: number,
+  data: { name?: string; description?: string; currency?: string },
+): Promise<{ data: Portfolio; meta: { cachedAt: string | null; fromCache: boolean } }> {
+  return request<Portfolio>(`/api/v1/portfolios/${id}`, undefined, {
+    method: 'PATCH',
+    body: data,
+  });
+}
+
+export function deletePortfolio(
+  id: number,
+): Promise<{ data: null; meta: { cachedAt: string | null; fromCache: boolean } }> {
+  return request<null>(`/api/v1/portfolios/${id}`, undefined, {
+    method: 'DELETE',
+  });
+}
+
+export function addPosition(
+  portfolioId: number,
+  data: { secid: string; quantity: number; notes?: string; tags?: string[] },
+): Promise<{ data: Position; meta: { cachedAt: string | null; fromCache: boolean } }> {
+  return request<Position>(`/api/v1/portfolios/${portfolioId}/positions`, undefined, {
+    method: 'POST',
+    body: data,
+  });
+}
+
+export function updatePosition(
+  portfolioId: number,
+  positionId: number,
+  data: { quantity?: number; notes?: string; tags?: string[] },
+): Promise<{ data: Position; meta: { cachedAt: string | null; fromCache: boolean } }> {
+  return request<Position>(`/api/v1/portfolios/${portfolioId}/positions/${positionId}`, undefined, {
+    method: 'PATCH',
+    body: data,
+  });
+}
+
+export function removePosition(
+  portfolioId: number,
+  positionId: number,
+): Promise<{ data: null; meta: { cachedAt: string | null; fromCache: boolean } }> {
+  return request<null>(`/api/v1/portfolios/${portfolioId}/positions/${positionId}`, undefined, {
+    method: 'DELETE',
+  });
+}
--- a/apps/frontend/src/api/responses.ts
+++ b/apps/frontend/src/api/responses.ts
@ -134,3 +134,55 @@ export interface AuthResponse {
  user: UserResponse;
  accessToken: string;
 }
+
+export interface Portfolio {
+  id: number;
+  name: string;
+  description: string | null;
+  currency: string;
+  createdAt: string;
+  updatedAt: string;
+}
+
+export interface PositionWithPrice {
+  id: number;
+  secid: string;
+  shortName: string | null;
+  type: 'share' | 'bond';
+  quantity: number;
+  notes: string | null;
+  tags: string[] | null;
+  currentPrice: number | null;
+  currentValue: number | null;
+  weightPercent: number;
+  change?: number | null;
+  changePercent?: number | null;
+  yieldToMaturity?: number | null;
+  duration?: number | null;
+  couponValue?: number | null;
+  couponPercent?: number | null;
+  nextCouponDate?: string | null;
+  matDate?: string | null;
+  accruedInt?: number | null;
+  bid?: number | null;
+  offer?: number | null;
+  couponPeriod?: number | null;
+  bondType?: string | null;
+  offerDate?: string | null;
+}
+
+export interface PortfolioDetail extends Portfolio {
+  positions: PositionWithPrice[];
+  totalValue: number;
+}
+
+export interface Position {
+  id: number;
+  secid: string;
+  quantity: number;
+  notes: string | null;
+  tags: string[] | null;
+  portfolioId: number;
+  createdAt: string;
+  updatedAt: string;
+}
--- a/apps/frontend/src/components/Layout.tsx
+++ b/apps/frontend/src/components/Layout.tsx
@ -35,6 +35,17 @@ export function Layout() {
          MoexVibe
        </Link>
        <SearchBar />
+        <Link
+          to="/portfolios"
+          style={{
+            fontSize: 14,
+            color: 'var(--color-text)',
+            textDecoration: 'none',
+            fontWeight: 500,
+          }}
+        >
+          Портфели
+        </Link>
        <div style={{ marginLeft: 'auto', display: 'flex', alignItems: 'center', gap: 12 }}>
          {isAuthenticated ? (
            <>
--- a/apps/frontend/src/components/portfolios/BondPositionRow.tsx
+++ b/apps/frontend/src/components/portfolios/BondPositionRow.tsx
@ -0,0 +1,137 @@
+import { useState } from 'react';
+import { Link } from 'react-router-dom';
+import type { PositionWithPrice } from '../../api/responses';
+
+interface Props {
+  position: PositionWithPrice;
+  onUpdate: (data: { quantity?: number }) => void;
+  onDelete: () => void;
+}
+
+export function BondPositionRow({ position, onUpdate, onDelete }: Props) {
+  const [editing, setEditing] = useState(false);
+  const [qty, setQty] = useState(String(position.quantity));
+
+  function handleSave() {
+    const num = parseInt(qty, 10);
+    if (!isNaN(num) && num >= 0 && num !== position.quantity) {
+      onUpdate({ quantity: num });
+    }
+    setEditing(false);
+  }
+
+  function formatDate(dateStr: string | null | undefined): string {
+    if (!dateStr) return '—';
+    return new Date(dateStr).toLocaleDateString('ru-RU');
+  }
+
+  function formatPct(value: number | null | undefined): string {
+    return value != null ? `${value.toFixed(2)}%` : '—';
+  }
+
+  function formatRubles(value: number | null | undefined): string {
+    return value != null
+      ? value.toLocaleString('ru-RU', { minimumFractionDigits: 2, maximumFractionDigits: 2 })
+      : '—';
+  }
+
+  const totalAccrued = position.accruedInt != null ? position.accruedInt * position.quantity : null;
+
+  return (
+    <tr style={{ borderBottom: '1px solid #f0f0f0' }}>
+      <td style={{ padding: '8px 12px', fontWeight: 600, fontFamily: 'monospace' }}>
+        <Link to={`/bonds/${position.secid}`} style={{ color: 'inherit', textDecoration: 'none' }}>
+          {position.secid}
+        </Link>
+      </td>
+      <td style={{ padding: '8px 12px', color: 'var(--color-text-secondary)' }}>
+        {position.shortName ?? '—'}
+      </td>
+      <td style={{ padding: '8px 12px', fontSize: 13, color: 'var(--color-text-secondary)' }}>
+        {position.bondType ? <span>{position.bondType}</span> : '—'}
+      </td>
+      <td style={{ padding: '8px 12px' }}>
+        {editing ? (
+          <input
+            type="number"
+            min={0}
+            value={qty}
+            onChange={(e) => setQty(e.target.value)}
+            onBlur={handleSave}
+            onKeyDown={(e) => e.key === 'Enter' && handleSave()}
+            autoFocus
+            style={{
+              width: 80,
+              padding: '4px 8px',
+              border: '1px solid var(--color-primary)',
+              borderRadius: 'var(--border-radius)',
+              fontSize: 14,
+            }}
+          />
+        ) : (
+          <span
+            onClick={() => {
+              setQty(String(position.quantity));
+              setEditing(true);
+            }}
+            style={{ cursor: 'pointer', padding: '4px 0', display: 'inline-block' }}
+          >
+            {position.quantity.toLocaleString('ru-RU')}
+          </span>
+        )}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {formatPct(position.currentPrice)}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>{formatPct(position.bid)}</td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>{formatPct(position.offer)}</td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {formatPct(position.yieldToMaturity)}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {position.duration != null ? `${position.duration.toFixed(2)}г` : '—'}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {formatRubles(position.couponValue)}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {formatPct(position.couponPercent)}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {position.couponPeriod ? `${position.couponPeriod}д` : '—'}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {totalAccrued != null
+          ? totalAccrued.toLocaleString('ru-RU', {
+              minimumFractionDigits: 2,
+              maximumFractionDigits: 2,
+            })
+          : '—'}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {formatDate(position.nextCouponDate)}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>{formatDate(position.matDate)}</td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>{formatDate(position.offerDate)}</td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {position.weightPercent.toFixed(1)}%
+      </td>
+      <td style={{ padding: '8px 12px' }}>
+        <button
+          onClick={onDelete}
+          style={{
+            background: 'none',
+            border: 'none',
+            color: '#e53935',
+            cursor: 'pointer',
+            fontSize: 13,
+            padding: 4,
+          }}
+          title="Удалить позицию"
+        >
+          ✕
+        </button>
+      </td>
+    </tr>
+  );
+}
--- a/apps/frontend/src/components/portfolios/BondPositionTable.tsx
+++ b/apps/frontend/src/components/portfolios/BondPositionTable.tsx
@ -0,0 +1,226 @@
+import { BondPositionRow } from './BondPositionRow';
+import type { PositionWithPrice } from '../../api/responses';
+
+interface Props {
+  positions: PositionWithPrice[];
+  onUpdatePosition: (positionId: number, data: { quantity?: number }) => void;
+  onDeletePosition: (positionId: number) => void;
+}
+
+export function BondPositionTable({ positions, onUpdatePosition, onDeletePosition }: Props) {
+  if (positions.length === 0) return null;
+
+  return (
+    <div style={{ marginTop: 24 }}>
+      <h3 style={{ margin: '0 0 12px', fontSize: 15, fontWeight: 600, color: 'var(--color-text)' }}>
+        Облигации
+      </h3>
+      <div style={{ overflowX: 'auto' }}>
+        <table style={{ width: '100%', borderCollapse: 'collapse', fontSize: 14 }}>
+          <thead>
+            <tr style={{ borderBottom: '2px solid #e0e0e0' }}>
+              <th
+                style={{
+                  textAlign: 'left',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Тикер
+              </th>
+              <th
+                style={{
+                  textAlign: 'left',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Название
+              </th>
+              <th
+                style={{
+                  textAlign: 'left',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Тип
+              </th>
+              <th
+                style={{
+                  textAlign: 'left',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Количество
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Цена
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Бид
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Оффер
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Доходность
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Дюрация
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Купон
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Куп. %
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Период
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                НКД
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                След. купон
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Погашение
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Оферта
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Доля
+              </th>
+              <th style={{ padding: '8px 12px', width: 40 }}></th>
+            </tr>
+          </thead>
+          <tbody>
+            {positions.map((pos) => (
+              <BondPositionRow
+                key={pos.id}
+                position={pos}
+                onUpdate={(data) => onUpdatePosition(pos.id, data)}
+                onDelete={() => onDeletePosition(pos.id)}
+              />
+            ))}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  );
+}
--- a/apps/frontend/src/components/portfolios/PortfolioCard.tsx
+++ b/apps/frontend/src/components/portfolios/PortfolioCard.tsx
@ -0,0 +1,39 @@
+import { Link } from 'react-router-dom';
+import type { Portfolio } from '../../api/responses';
+
+export function PortfolioCard({ portfolio }: { portfolio: Portfolio }) {
+  return (
+    <Link
+      to={`/portfolios/${portfolio.id}`}
+      style={{
+        display: 'block',
+        padding: 20,
+        background: 'var(--color-surface)',
+        border: '1px solid #e0e0e0',
+        borderRadius: 'var(--border-radius)',
+        textDecoration: 'none',
+        color: 'inherit',
+        transition: 'box-shadow 0.2s',
+      }}
+      onMouseEnter={(e) => (e.currentTarget.style.boxShadow = '0 2px 8px rgba(0,0,0,0.08)')}
+      onMouseLeave={(e) => (e.currentTarget.style.boxShadow = 'none')}
+    >
+      <h3 style={{ margin: 0, fontSize: 16, fontWeight: 600 }}>{portfolio.name}</h3>
+      {portfolio.description && (
+        <p style={{ margin: '4px 0 0', fontSize: 13, color: 'var(--color-text-secondary)' }}>
+          {portfolio.description}
+        </p>
+      )}
+      <span
+        style={{
+          fontSize: 12,
+          color: 'var(--color-text-secondary)',
+          marginTop: 8,
+          display: 'inline-block',
+        }}
+      >
+        {portfolio.currency} · обновлён {new Date(portfolio.updatedAt).toLocaleDateString('ru-RU')}
+      </span>
+    </Link>
+  );
+}
--- a/apps/frontend/src/components/portfolios/PortfolioForm.tsx
+++ b/apps/frontend/src/components/portfolios/PortfolioForm.tsx
@ -0,0 +1,119 @@
+import { useState } from 'react';
+import type { Portfolio } from '../../api/responses';
+
+interface Props {
+  initial?: Portfolio;
+  onSave: (data: { name: string; description?: string; currency?: string }) => void;
+  onCancel: () => void;
+  isLoading?: boolean;
+}
+
+const CURRENCIES = ['RUB', 'USD', 'EUR', 'CNY', 'KZT', 'BYN'];
+
+export function PortfolioForm({ initial, onSave, onCancel, isLoading }: Props) {
+  const [name, setName] = useState(initial?.name || '');
+  const [description, setDescription] = useState(initial?.description || '');
+  const [currency, setCurrency] = useState(initial?.currency || 'RUB');
+
+  function handleSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    if (!name.trim()) return;
+    onSave({ name: name.trim(), description: description.trim() || undefined, currency });
+  }
+
+  return (
+    <form onSubmit={handleSubmit} style={{ display: 'flex', flexDirection: 'column', gap: 12 }}>
+      <div>
+        <label style={{ display: 'block', fontSize: 13, fontWeight: 600, marginBottom: 4 }}>
+          Название
+        </label>
+        <input
+          value={name}
+          onChange={(e) => setName(e.target.value)}
+          required
+          maxLength={100}
+          style={{
+            width: '100%',
+            padding: '8px 12px',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 14,
+          }}
+        />
+      </div>
+      <div>
+        <label style={{ display: 'block', fontSize: 13, fontWeight: 600, marginBottom: 4 }}>
+          Описание
+        </label>
+        <textarea
+          value={description}
+          onChange={(e) => setDescription(e.target.value)}
+          maxLength={500}
+          rows={3}
+          style={{
+            width: '100%',
+            padding: '8px 12px',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 14,
+            resize: 'vertical',
+          }}
+        />
+      </div>
+      <div>
+        <label style={{ display: 'block', fontSize: 13, fontWeight: 600, marginBottom: 4 }}>
+          Валюта
+        </label>
+        <select
+          value={currency}
+          onChange={(e) => setCurrency(e.target.value)}
+          style={{
+            width: '100%',
+            padding: '8px 12px',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 14,
+          }}
+        >
+          {CURRENCIES.map((c) => (
+            <option key={c} value={c}>
+              {c}
+            </option>
+          ))}
+        </select>
+      </div>
+      <div style={{ display: 'flex', gap: 8, justifyContent: 'flex-end' }}>
+        <button
+          type="button"
+          onClick={onCancel}
+          style={{
+            padding: '8px 16px',
+            background: 'transparent',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 14,
+            cursor: 'pointer',
+          }}
+        >
+          Отмена
+        </button>
+        <button
+          type="submit"
+          disabled={isLoading || !name.trim()}
+          style={{
+            padding: '8px 16px',
+            background: 'var(--color-primary)',
+            color: '#fff',
+            border: 'none',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 14,
+            fontWeight: 600,
+            cursor: 'pointer',
+          }}
+        >
+          {initial ? 'Сохранить' : 'Создать'}
+        </button>
+      </div>
+    </form>
+  );
+}
--- a/apps/frontend/src/components/portfolios/PortfolioSummary.tsx
+++ b/apps/frontend/src/components/portfolios/PortfolioSummary.tsx
@ -0,0 +1,44 @@
+import type { PortfolioDetail } from '../../api/responses';
+
+export function PortfolioSummary({ portfolio }: { portfolio: PortfolioDetail }) {
+  return (
+    <div
+      style={{
+        display: 'flex',
+        gap: 32,
+        padding: 20,
+        background: 'var(--color-surface)',
+        border: '1px solid #e0e0e0',
+        borderRadius: 'var(--border-radius)',
+      }}
+    >
+      <div>
+        <div style={{ fontSize: 12, color: 'var(--color-text-secondary)', marginBottom: 4 }}>
+          Общая стоимость
+        </div>
+        <div style={{ fontSize: 24, fontWeight: 700 }}>
+          {portfolio.totalValue.toLocaleString('ru-RU', {
+            minimumFractionDigits: 2,
+            maximumFractionDigits: 2,
+          })}
+          <span
+            style={{
+              fontSize: 14,
+              fontWeight: 400,
+              color: 'var(--color-text-secondary)',
+              marginLeft: 4,
+            }}
+          >
+            {portfolio.currency}
+          </span>
+        </div>
+      </div>
+      <div>
+        <div style={{ fontSize: 12, color: 'var(--color-text-secondary)', marginBottom: 4 }}>
+          Позиций
+        </div>
+        <div style={{ fontSize: 24, fontWeight: 700 }}>{portfolio.positions.length}</div>
+      </div>
+    </div>
+  );
+}
--- a/apps/frontend/src/components/portfolios/SharePositionRow.tsx
+++ b/apps/frontend/src/components/portfolios/SharePositionRow.tsx
@ -0,0 +1,113 @@
+import { useState } from 'react';
+import { Link } from 'react-router-dom';
+import type { PositionWithPrice } from '../../api/responses';
+
+interface Props {
+  position: PositionWithPrice;
+  onUpdate: (data: { quantity?: number }) => void;
+  onDelete: () => void;
+}
+
+export function SharePositionRow({ position, onUpdate, onDelete }: Props) {
+  const [editing, setEditing] = useState(false);
+  const [qty, setQty] = useState(String(position.quantity));
+
+  function handleSave() {
+    const num = parseInt(qty, 10);
+    if (!isNaN(num) && num >= 0 && num !== position.quantity) {
+      onUpdate({ quantity: num });
+    }
+    setEditing(false);
+  }
+
+  return (
+    <tr style={{ borderBottom: '1px solid #f0f0f0' }}>
+      <td style={{ padding: '8px 12px', fontWeight: 600, fontFamily: 'monospace' }}>
+        <Link to={`/stocks/${position.secid}`} style={{ color: 'inherit', textDecoration: 'none' }}>
+          {position.secid}
+        </Link>
+      </td>
+      <td style={{ padding: '8px 12px', color: 'var(--color-text-secondary)' }}>
+        {position.shortName ?? '—'}
+      </td>
+      <td style={{ padding: '8px 12px' }}>
+        {editing ? (
+          <input
+            type="number"
+            min={0}
+            value={qty}
+            onChange={(e) => setQty(e.target.value)}
+            onBlur={handleSave}
+            onKeyDown={(e) => e.key === 'Enter' && handleSave()}
+            autoFocus
+            style={{
+              width: 80,
+              padding: '4px 8px',
+              border: '1px solid var(--color-primary)',
+              borderRadius: 'var(--border-radius)',
+              fontSize: 14,
+            }}
+          />
+        ) : (
+          <span
+            onClick={() => {
+              setQty(String(position.quantity));
+              setEditing(true);
+            }}
+            style={{ cursor: 'pointer', padding: '4px 0', display: 'inline-block' }}
+          >
+            {position.quantity}
+          </span>
+        )}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {position.currentPrice !== null
+          ? position.currentPrice.toLocaleString('ru-RU', {
+              minimumFractionDigits: 2,
+              maximumFractionDigits: 2,
+            })
+          : '—'}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {position.change != null && position.change !== 0 ? (
+          <span style={{ color: position.change > 0 ? '#43a047' : '#e53935' }}>
+            {position.change > 0 ? '+' : ''}
+            {position.change.toLocaleString('ru-RU', {
+              minimumFractionDigits: 2,
+              maximumFractionDigits: 2,
+            })}
+          </span>
+        ) : (
+          '—'
+        )}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {position.currentValue !== null
+          ? position.currentValue.toLocaleString('ru-RU', {
+              minimumFractionDigits: 2,
+              maximumFractionDigits: 2,
+            })
+          : '—'}
+      </td>
+      <td style={{ padding: '8px 12px', textAlign: 'right' }}>
+        {position.weightPercent.toFixed(1)}%
+      </td>
+      <td style={{ padding: '8px 12px' }}>
+        <button
+          onClick={onDelete}
+          style={{
+            background: 'none',
+            border: 'none',
+            color: '#e53935',
+            cursor: 'pointer',
+            fontSize: 13,
+            padding: 4,
+          }}
+          title="Удалить позицию"
+        >
+          ✕
+        </button>
+      </td>
+    </tr>
+  );
+}
--- a/apps/frontend/src/components/portfolios/SharePositionTable.tsx
+++ b/apps/frontend/src/components/portfolios/SharePositionTable.tsx
@ -0,0 +1,116 @@
+import { SharePositionRow } from './SharePositionRow';
+import type { PositionWithPrice } from '../../api/responses';
+
+interface Props {
+  positions: PositionWithPrice[];
+  onUpdatePosition: (positionId: number, data: { quantity?: number }) => void;
+  onDeletePosition: (positionId: number) => void;
+}
+
+export function SharePositionTable({ positions, onUpdatePosition, onDeletePosition }: Props) {
+  if (positions.length === 0) return null;
+
+  return (
+    <div style={{ marginTop: 16 }}>
+      <h3 style={{ margin: '0 0 12px', fontSize: 15, fontWeight: 600, color: 'var(--color-text)' }}>
+        Акции
+      </h3>
+      <div style={{ overflowX: 'auto' }}>
+        <table style={{ width: '100%', borderCollapse: 'collapse', fontSize: 14 }}>
+          <thead>
+            <tr style={{ borderBottom: '2px solid #e0e0e0' }}>
+              <th
+                style={{
+                  textAlign: 'left',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Тикер
+              </th>
+              <th
+                style={{
+                  textAlign: 'left',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Название
+              </th>
+              <th
+                style={{
+                  textAlign: 'left',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Количество
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Цена
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Изм.
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Стоимость
+              </th>
+              <th
+                style={{
+                  textAlign: 'right',
+                  padding: '8px 12px',
+                  fontWeight: 600,
+                  fontSize: 12,
+                  color: 'var(--color-text-secondary)',
+                }}
+              >
+                Доля
+              </th>
+              <th style={{ padding: '8px 12px', width: 40 }}></th>
+            </tr>
+          </thead>
+          <tbody>
+            {positions.map((pos) => (
+              <SharePositionRow
+                key={pos.id}
+                position={pos}
+                onUpdate={(data) => onUpdatePosition(pos.id, data)}
+                onDelete={() => onDeletePosition(pos.id)}
+              />
+            ))}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  );
+}
--- a/apps/frontend/src/hooks/usePortfolio.ts
+++ b/apps/frontend/src/hooks/usePortfolio.ts
@ -0,0 +1,17 @@
+import { useQuery } from '@tanstack/react-query';
+import { getPortfolio } from '../api/portfolio';
+import type { PortfolioDetail } from '../api/responses';
+
+export function usePortfolio(id: number) {
+  return useQuery<PortfolioDetail>({
+    queryKey: ['portfolio', id],
+    queryFn: async () => {
+      const res = await getPortfolio(id);
+      return res.data;
+    },
+    staleTime: 900_000,
+    retry: 2,
+    refetchOnWindowFocus: false,
+    enabled: !!id,
+  });
+}
--- a/apps/frontend/src/hooks/usePortfolioMutations.ts
+++ b/apps/frontend/src/hooks/usePortfolioMutations.ts
@ -0,0 +1,45 @@
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { createPortfolio, updatePortfolio, deletePortfolio } from '../api/portfolio';
+import { useNavigate } from 'react-router-dom';
+
+export function usePortfolioMutations() {
+  const queryClient = useQueryClient();
+  const navigate = useNavigate();
+
+  const create = useMutation({
+    mutationFn: (data: { name: string; description?: string; currency?: string }) =>
+      createPortfolio(data),
+    onSuccess: (res) => {
+      queryClient.invalidateQueries({ queryKey: ['portfolios'] });
+      navigate(`/portfolios/${res.data.id}`);
+    },
+  });
+
+  const update = useMutation({
+    mutationFn: ({
+      id,
+      data,
+    }: {
+      id: number;
+      data: {
+        name?: string;
+        description?: string;
+        currency?: string;
+      };
+    }) => updatePortfolio(id, data),
+    onSuccess: (_, { id }) => {
+      queryClient.invalidateQueries({ queryKey: ['portfolios'] });
+      queryClient.invalidateQueries({ queryKey: ['portfolio', id] });
+    },
+  });
+
+  const remove = useMutation({
+    mutationFn: (id: number) => deletePortfolio(id),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['portfolios'] });
+      navigate('/portfolios');
+    },
+  });
+
+  return { create, update, remove };
+}
--- a/apps/frontend/src/hooks/usePortfolios.ts
+++ b/apps/frontend/src/hooks/usePortfolios.ts
@ -0,0 +1,16 @@
+import { useQuery } from '@tanstack/react-query';
+import { getPortfolios } from '../api/portfolio';
+import type { Portfolio } from '../api/responses';
+
+export function usePortfolios() {
+  return useQuery<Portfolio[]>({
+    queryKey: ['portfolios'],
+    queryFn: async () => {
+      const res = await getPortfolios();
+      return res.data;
+    },
+    staleTime: 900_000,
+    retry: 2,
+    refetchOnWindowFocus: false,
+  });
+}
--- a/apps/frontend/src/hooks/usePositionMutations.ts
+++ b/apps/frontend/src/hooks/usePositionMutations.ts
@ -0,0 +1,61 @@
+import { useMutation, useQueryClient } from '@tanstack/react-query';
+import { addPosition, updatePosition, removePosition } from '../api/portfolio';
+import type { PortfolioDetail } from '../api/responses';
+
+export function usePositionMutations(portfolioId: number) {
+  const queryClient = useQueryClient();
+
+  const add = useMutation({
+    mutationFn: (data: { secid: string; quantity: number; notes?: string; tags?: string[] }) =>
+      addPosition(portfolioId, data),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['portfolio', portfolioId] });
+    },
+  });
+
+  const update = useMutation({
+    mutationFn: ({
+      positionId,
+      data,
+    }: {
+      positionId: number;
+      data: { quantity?: number; notes?: string; tags?: string[] };
+    }) => updatePosition(portfolioId, positionId, data),
+    onMutate: async ({ positionId, data }) => {
+      await queryClient.cancelQueries({ queryKey: ['portfolio', portfolioId] });
+      const previous = queryClient.getQueryData<{ data: PortfolioDetail }>([
+        'portfolio',
+        portfolioId,
+      ]);
+      queryClient.setQueryData(['portfolio', portfolioId], (old: any) => {
+        if (!old) return old;
+        return {
+          ...old,
+          positions: old.positions.map((p: any) =>
+            p.id === positionId
+              ? { ...p, ...(data.quantity !== undefined ? { quantity: data.quantity } : {}) }
+              : p,
+          ),
+        };
+      });
+      return { previous };
+    },
+    onError: (_err, _vars, context) => {
+      if (context?.previous) {
+        queryClient.setQueryData(['portfolio', portfolioId], context.previous);
+      }
+    },
+    onSettled: () => {
+      queryClient.invalidateQueries({ queryKey: ['portfolio', portfolioId] });
+    },
+  });
+
+  const remove = useMutation({
+    mutationFn: (positionId: number) => removePosition(portfolioId, positionId),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['portfolio', portfolioId] });
+    },
+  });
+
+  return { add, update, remove };
+}
--- a/apps/frontend/src/pages/portfolios/PortfolioDetailPage.tsx
+++ b/apps/frontend/src/pages/portfolios/PortfolioDetailPage.tsx
@ -0,0 +1,248 @@
+import { useState } from 'react';
+import { useParams, Link } from 'react-router-dom';
+import { usePortfolio } from '../../hooks/usePortfolio';
+import { usePortfolioMutations } from '../../hooks/usePortfolioMutations';
+import { usePositionMutations } from '../../hooks/usePositionMutations';
+import { PortfolioForm } from '../../components/portfolios/PortfolioForm';
+import { PortfolioSummary } from '../../components/portfolios/PortfolioSummary';
+import { SharePositionTable } from '../../components/portfolios/SharePositionTable';
+import { BondPositionTable } from '../../components/portfolios/BondPositionTable';
+
+export function PortfolioDetailPage() {
+  const { id } = useParams<{ id: string }>();
+  const portfolioId = parseInt(id!, 10);
+
+  const { data: portfolio, isLoading, error } = usePortfolio(portfolioId);
+  const { update, remove } = usePortfolioMutations();
+  const {
+    update: updatePosition,
+    remove: removePosition,
+    add: addPosition,
+  } = usePositionMutations(portfolioId);
+
+  const [editing, setEditing] = useState(false);
+  const [showAddForm, setShowAddForm] = useState(false);
+  const [newSecid, setNewSecid] = useState('');
+  const [newQty, setNewQty] = useState('1');
+
+  if (isLoading) {
+    return (
+      <div style={{ padding: 40, textAlign: 'center', color: 'var(--color-text-secondary)' }}>
+        Загрузка...
+      </div>
+    );
+  }
+
+  if (error || !portfolio) {
+    return (
+      <div style={{ padding: 40, textAlign: 'center', color: '#e53935' }}>
+        Ошибка загрузки портфеля
+      </div>
+    );
+  }
+
+  async function handleDelete() {
+    if (window.confirm('Удалить портфель и все позиции?')) {
+      remove.mutate(portfolioId);
+    }
+  }
+
+  function handleAddPosition() {
+    if (!newSecid.trim() || !parseInt(newQty, 10)) return;
+    addPosition.mutate(
+      {
+        secid: newSecid.trim().toUpperCase(),
+        quantity: parseInt(newQty, 10),
+      },
+      {
+        onSuccess: () => {
+          setShowAddForm(false);
+          setNewSecid('');
+          setNewQty('1');
+        },
+      },
+    );
+  }
+
+  return (
+    <div>
+      <div
+        style={{
+          display: 'flex',
+          alignItems: 'center',
+          gap: 12,
+          marginBottom: 24,
+        }}
+      >
+        <Link
+          to="/portfolios"
+          style={{ color: 'var(--color-text-secondary)', textDecoration: 'none', fontSize: 14 }}
+        >
+          ← К списку
+        </Link>
+        <h1 style={{ margin: 0, fontSize: 24, fontWeight: 700 }}>{portfolio.name}</h1>
+        <button
+          onClick={() => setEditing(!editing)}
+          style={{
+            marginLeft: 'auto',
+            padding: '6px 16px',
+            background: 'transparent',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 13,
+            cursor: 'pointer',
+          }}
+        >
+          {editing ? 'Закрыть' : 'Редактировать'}
+        </button>
+        <button
+          onClick={handleDelete}
+          style={{
+            padding: '6px 16px',
+            background: 'transparent',
+            border: '1px solid #e53935',
+            color: '#e53935',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 13,
+            cursor: 'pointer',
+          }}
+        >
+          Удалить
+        </button>
+      </div>
+
+      {editing && (
+        <div
+          style={{
+            marginBottom: 24,
+            padding: 20,
+            background: 'var(--color-surface)',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+          }}
+        >
+          <h3 style={{ margin: '0 0 16px', fontSize: 16, fontWeight: 600 }}>
+            Редактировать портфель
+          </h3>
+          <PortfolioForm
+            initial={portfolio}
+            onSave={(d) => update.mutate({ id: portfolioId, data: d })}
+            onCancel={() => setEditing(false)}
+            isLoading={update.isPending}
+          />
+        </div>
+      )}
+
+      <PortfolioSummary portfolio={portfolio} />
+
+      <div
+        style={{
+          marginTop: 24,
+          display: 'flex',
+          justifyContent: 'space-between',
+          alignItems: 'center',
+        }}
+      >
+        <h2 style={{ margin: 0, fontSize: 18, fontWeight: 600 }}>Позиции</h2>
+        <button
+          onClick={() => setShowAddForm(!showAddForm)}
+          style={{
+            padding: '6px 16px',
+            background: 'var(--color-primary)',
+            color: '#fff',
+            border: 'none',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 13,
+            fontWeight: 600,
+            cursor: 'pointer',
+          }}
+        >
+          + Добавить
+        </button>
+      </div>
+
+      {showAddForm && (
+        <div
+          style={{
+            marginTop: 12,
+            padding: 16,
+            background: 'var(--color-surface)',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+            display: 'flex',
+            gap: 12,
+            alignItems: 'flex-end',
+          }}
+        >
+          <div>
+            <label style={{ display: 'block', fontSize: 12, fontWeight: 600, marginBottom: 4 }}>
+              Тикер
+            </label>
+            <input
+              value={newSecid}
+              onChange={(e) => setNewSecid(e.target.value)}
+              placeholder="SBER"
+              style={{
+                padding: '8px 12px',
+                border: '1px solid #e0e0e0',
+                borderRadius: 'var(--border-radius)',
+                fontSize: 14,
+                width: 120,
+              }}
+            />
+          </div>
+          <div>
+            <label style={{ display: 'block', fontSize: 12, fontWeight: 600, marginBottom: 4 }}>
+              Количество
+            </label>
+            <input
+              type="number"
+              min={1}
+              value={newQty}
+              onChange={(e) => setNewQty(e.target.value)}
+              style={{
+                padding: '8px 12px',
+                border: '1px solid #e0e0e0',
+                borderRadius: 'var(--border-radius)',
+                fontSize: 14,
+                width: 100,
+              }}
+            />
+          </div>
+          <button
+            onClick={handleAddPosition}
+            disabled={addPosition.isPending}
+            style={{
+              padding: '8px 16px',
+              background: 'var(--color-primary)',
+              color: '#fff',
+              border: 'none',
+              borderRadius: 'var(--border-radius)',
+              fontSize: 13,
+              fontWeight: 600,
+              cursor: 'pointer',
+            }}
+          >
+            Добавить
+          </button>
+        </div>
+      )}
+
+      <SharePositionTable
+        positions={portfolio.positions.filter((p) => p.type === 'share')}
+        onUpdatePosition={(positionId, data) => updatePosition.mutate({ positionId, data })}
+        onDeletePosition={(positionId) => {
+          if (window.confirm('Удалить позицию?')) removePosition.mutate(positionId);
+        }}
+      />
+
+      <BondPositionTable
+        positions={portfolio.positions.filter((p) => p.type === 'bond')}
+        onUpdatePosition={(positionId, data) => updatePosition.mutate({ positionId, data })}
+        onDeletePosition={(positionId) => {
+          if (window.confirm('Удалить позицию?')) removePosition.mutate(positionId);
+        }}
+      />
+    </div>
+  );
+}
--- a/apps/frontend/src/pages/portfolios/PortfoliosListPage.tsx
+++ b/apps/frontend/src/pages/portfolios/PortfoliosListPage.tsx
@ -0,0 +1,95 @@
+import { useState } from 'react';
+import { usePortfolios } from '../../hooks/usePortfolios';
+import { usePortfolioMutations } from '../../hooks/usePortfolioMutations';
+import { PortfolioCard } from '../../components/portfolios/PortfolioCard';
+import { PortfolioForm } from '../../components/portfolios/PortfolioForm';
+
+export function PortfoliosListPage() {
+  const { data: portfolios, isLoading, error } = usePortfolios();
+  const { create } = usePortfolioMutations();
+  const [showForm, setShowForm] = useState(false);
+
+  if (isLoading) {
+    return (
+      <div style={{ padding: 40, textAlign: 'center', color: 'var(--color-text-secondary)' }}>
+        Загрузка...
+      </div>
+    );
+  }
+
+  if (error) {
+    return (
+      <div style={{ padding: 40, textAlign: 'center', color: '#e53935' }}>
+        Ошибка загрузки портфелей
+      </div>
+    );
+  }
+
+  return (
+    <div>
+      <div
+        style={{
+          display: 'flex',
+          justifyContent: 'space-between',
+          alignItems: 'center',
+          marginBottom: 24,
+        }}
+      >
+        <h1 style={{ margin: 0, fontSize: 24, fontWeight: 700 }}>Мои портфели</h1>
+        <button
+          onClick={() => setShowForm(true)}
+          style={{
+            padding: '8px 20px',
+            background: 'var(--color-primary)',
+            color: '#fff',
+            border: 'none',
+            borderRadius: 'var(--border-radius)',
+            fontSize: 14,
+            fontWeight: 600,
+            cursor: 'pointer',
+          }}
+        >
+          + Создать портфель
+        </button>
+      </div>
+
+      {showForm && (
+        <div
+          style={{
+            marginBottom: 24,
+            padding: 20,
+            background: 'var(--color-surface)',
+            border: '1px solid #e0e0e0',
+            borderRadius: 'var(--border-radius)',
+          }}
+        >
+          <h3 style={{ margin: '0 0 16px', fontSize: 16, fontWeight: 600 }}>Новый портфель</h3>
+          <PortfolioForm
+            onSave={(data) => create.mutate(data)}
+            onCancel={() => setShowForm(false)}
+            isLoading={create.isPending}
+          />
+        </div>
+      )}
+
+      {!portfolios || portfolios.length === 0 ? (
+        <div style={{ padding: 60, textAlign: 'center', color: 'var(--color-text-secondary)' }}>
+          <p style={{ fontSize: 16, marginBottom: 8 }}>У вас пока нет портфелей</p>
+          <p style={{ fontSize: 14 }}>Создайте первый, чтобы начать отслеживать свои инвестиции</p>
+        </div>
+      ) : (
+        <div
+          style={{
+            display: 'grid',
+            gap: 16,
+            gridTemplateColumns: 'repeat(auto-fill, minmax(300px, 1fr))',
+          }}
+        >
+          {portfolios.map((p) => (
+            <PortfolioCard key={p.id} portfolio={p} />
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}
--- a/apps/frontend/src/routes.tsx
+++ b/apps/frontend/src/routes.tsx
@ -7,6 +7,8 @@ import { LoginPage } from './pages/LoginPage';
 import { RegisterPage } from './pages/RegisterPage';
 import { ProfilePage } from './pages/ProfilePage';
 import { ProtectedRoute } from './components/ProtectedRoute';
+import { PortfoliosListPage } from './pages/portfolios/PortfoliosListPage';
+import { PortfolioDetailPage } from './pages/portfolios/PortfolioDetailPage';

 export function AppRoutes() {
  return (
@ -25,6 +27,22 @@ export function AppRoutes() {
            </ProtectedRoute>
          }
        />
+        <Route
+          path="/portfolios"
+          element={
+            <ProtectedRoute>
+              <PortfoliosListPage />
+            </ProtectedRoute>
+          }
+        />
+        <Route
+          path="/portfolios/:id"
+          element={
+            <ProtectedRoute>
+              <PortfolioDetailPage />
+            </ProtectedRoute>
+          }
+        />
      </Route>
    </Routes>
  );
--- a/docs/superpowers/plans/2026-06-14-portfolio-phase1.md
+++ b/docs/superpowers/plans/2026-06-14-portfolio-phase1.md
--- a/docs/superpowers/specs/2026-06-14-portfolio-design.md
+++ b/docs/superpowers/specs/2026-06-14-portfolio-design.md
@ -0,0 +1,439 @@
+# Portfolio — Design Specification (SDD)
+
+**Date:** 2026-06-14
+**Status:** Draft
+**Author:** AI Assistant
+
+---
+
+## 1. Product Requirements Document (PRD)
+
+### 1.1 Product Vision
+
+Добавить в MoexVibe возможность создания и управления инвестиционными портфелями-слежения. Пользователь может создавать виртуальные портфели, добавлять в них позиции по ценным бумагам MOEX, указывать количество, теги и заметки, а также задавать целевое распределение капитала. Система отображает текущую стоимость портфеля на основе рыночных данных MOEX и отклонение от целевого распределения.
+
+### 1.2 Target Audience
+
+Текущие пользователи MoexVibe — частные инвесторы, интересующиеся российским фондовым рынком. Функция портфелей ориентирована на пользователей, которые хотят отслеживать состав и структуру своих вложений без привязки к реальному брокерскому счёту.
+
+### 1.3 Scope
+
+| In Scope (Phase 1) | Out of Scope (Future Phases) |
+|---|---|
+| CRUD портфелей (название, описание, валюта) | История транзакций (buy/sell) |
+| CRUD позиций (secid, количество, теги, заметки) | P&L и налоговая отчётность |
+| Текущая стоимость портфеля (из MOEX) | График стоимости портфеля во времени |
+| Целевое распределение (% на позицию) | XIRR / доходность |
+| Отклонение от целевого распределения | Дивидендный календарь / прогноз купонов |
+| Предопределённые теги | Корпоративные действия (сплиты и т.д.) |
+| Аутентификация через существующую JWT-систему | Экспорт / импорт портфеля |
+
+### 1.4 User Stories
+
+- US-PF-001: Пользователь создаёт портфель с названием, описанием и валютой
+- US-PF-002: Пользователь видит список своих портфелей
+- US-PF-003: Пользователь открывает портфель и видит таблицу позиций с текущими ценами и стоимостью
+- US-PF-004: Пользователь добавляет бумагу в портфель, выбирая её через поиск
+- US-PF-005: Пользователь редактирует количество бумаги в позиции (inline)
+- US-PF-006: Пользователь удаляет позицию из портфеля
+- US-PF-007: Пользователь задаёт целевой процент для каждой позиции
+- US-PF-008: Пользователь видит отклонение фактического распределения от целевого
+- US-PF-009: Пользователь помечает позиции тегами (DIVIDEND, GROWTH, и т.д.)
+- US-PF-010: Пользователь добавляет текстовую заметку к позиции
+- US-PF-011: Пользователь удаляет портфель со всеми позициями
+
+### 1.5 Non-Functional Requirements
+
+- Цены позиций загружаются через существующий `MoexClientService` с кешированием (TTL: 900s)
+- Страница портфеля отображает данные менее чем за 1 секунду (с кешем)
+- Оптимистичные обновления при изменении количества позиции (TanStack Query mutation)
+- При недоступности MOEX цена показывается как `—` с индикатором stale
+
+---
+
+## 2. Domain Model
+
+```
+Portfolio {
+  id: Int
+  userId: Int
+  name: String
+  description: String (optional)
+  currency: Currency (default: RUB)
+  targets: TargetAllocation[] (optional, JSON)
+  createdAt: DateTime
+  updatedAt: DateTime
+}
+
+Position {
+  id: Int
+  portfolioId: Int
+  secid: String          — MOEX security ID (e.g. "SBER")
+  quantity: Int          — количество бумаг (>= 0)
+  notes: String (optional, free text)
+  tags: Tag[] (optional, JSON)
+  createdAt: DateTime
+  updatedAt: DateTime
+
+  // Computed at read time:
+  currentPrice: number   — из MOEX marketdata
+  currentValue: number   — quantity * currentPrice
+  weightPercent: number  — currentValue / totalValue * 100
+  targetPercent: number  — из Portfolio.targets
+  deviation: number      — weightPercent - targetPercent
+}
+
+enum Currency {
+  RUB, USD, EUR, CNY, KZT, BYN
+}
+
+enum Tag {
+  DIVIDEND, GROWTH, DEFENSIVE, SPECULATIVE,
+  BOND, ETF, GOVERNMENT, CASH
+}
+
+TargetAllocation {
+  secid: String
+  targetPercent: number  // 0-100
+  // sum(targetPercent) across all positions = 100
+}
+```
+
+---
+
+## 3. Architecture
+
+### 3.1 Backend
+
+```
+PortfolioModule
+├── PortfolioController   — /api/v1/portfolios
+├── PortfolioService      — бизнес-логика
+├── dto/
+│   ├── create-portfolio.dto.ts
+│   ├── update-portfolio.dto.ts
+│   ├── portfolio-response.dto.ts
+│   ├── add-position.dto.ts
+│   ├── update-position.dto.ts
+│   └── position-response.dto.ts
+└── portfolio.module.ts
+```
+
+- `PortfolioService` использует существующий `MoexClientService` для получения цен
+- `PortfolioService` использует `PrismaService` для доступа к БД
+- Все эндпоинты защищены `JwtAuthGuard` (глобальный guard) — только аутентифицированные пользователи
+- Ответы обёрнуты в `ApiEnvelope<T>`: `{ data: T, meta: { fromCache, cachedAt } }`
+
+### 3.2 Frontend
+
+```
+src/pages/portfolios/
+├── PortfoliosListPage.tsx    — /portfolios — список портфелей
+└── PortfolioDetailPage.tsx   — /portfolios/:id — детали + позиции
+
+src/hooks/
+├── usePortfolios.ts
+├── usePortfolio.ts
+├── usePortfolioMutations.ts
+└── usePositionMutations.ts
+
+src/components/portfolios/
+├── PortfolioCard.tsx
+├── PortfolioForm.tsx         — create/edit form
+├── PositionTable.tsx         — редактируемая таблица
+├── PositionRow.tsx           — строка с inline edit qty
+├── PortfolioSummary.tsx      — total + distribution
+├── TargetAllocationEditor.tsx
+└── TagBadge.tsx
+
+src/api/portfolio.ts          — API client functions
+```
+
+- TanStack Query stale time: 900s (как у stock/bond)
+- Optimistic updates при изменении количества позиции
+- Существующий Layout + ProtectedRoute для страниц портфелей
+
+### 3.3 Роутинг
+
+```tsx
+<Route path="/portfolios" element={<ProtectedRoute><PortfoliosListPage /></ProtectedRoute>} />
+<Route path="/portfolios/:id" element={<ProtectedRoute><PortfolioDetailPage /></ProtectedRoute>} />
+```
+
+---
+
+## 4. API Contracts
+
+### 4.1 Portfolio CRUD
+
+```
+GET    /api/v1/portfolios
+Response: { data: Portfolio[], meta: { fromCache, cachedAt } }
+
+POST   /api/v1/portfolios
+Body:   { name, description?, currency? }
+Response: { data: Portfolio, meta: ... }
+
+GET    /api/v1/portfolios/:id
+Response: { data: PortfolioDetail, meta: ... }
+// PortfolioDetail = Portfolio + positions[] (with computed prices)
+
+PATCH  /api/v1/portfolios/:id
+Body:   { name?, description?, currency?, targets? }
+Response: { data: Portfolio, meta: ... }
+
+DELETE /api/v1/portfolios/:id
+Response: { data: null, meta: ... }
+```
+
+### 4.2 Position CRUD
+
+```
+GET    /api/v1/portfolios/:id/positions
+Response: { data: Position[], meta: ... }
+
+POST   /api/v1/portfolios/:id/positions
+Body:   { secid, quantity, notes?, tags? }
+Response: { data: Position, meta: ... }
+
+PATCH  /api/v1/portfolios/:id/positions/:posId
+Body:   { quantity?, notes?, tags? }
+Response: { data: Position, meta: ... }
+
+DELETE /api/v1/portfolios/:id/positions/:posId
+Response: { data: null, meta: ... }
+```
+
+### 4.3 Response Types (Swagger DTOs)
+
+```typescript
+class PortfolioResponseDto {
+  @ApiProperty() id: number;
+  @ApiProperty() name: string;
+  @ApiPropertyOptional() description: string;
+  @ApiProperty({ default: 'RUB' }) currency: string;
+  @ApiPropertyOptional() targets: TargetAllocationDto[];
+  @ApiProperty() createdAt: string;
+  @ApiProperty() updatedAt: string;
+}
+
+class PortfolioDetailResponseDto extends PortfolioResponseDto {
+  @ApiProperty({ type: [PositionWithPriceDto] })
+  positions: PositionWithPriceDto[];
+  @ApiProperty() totalValue: number;
+}
+
+class PositionWithPriceDto {
+  @ApiProperty() id: number;
+  @ApiProperty() secid: string;
+  @ApiProperty() quantity: number;
+  @ApiPropertyOptional() notes: string;
+  @ApiPropertyOptional() tags: string[];
+  @ApiProperty() currentPrice: number | null;
+  @ApiProperty() currentValue: number | null;
+  @ApiProperty() weightPercent: number;
+  @ApiProperty() targetPercent: number | null;
+  @ApiProperty() deviation: number | null;
+}
+```
+
+---
+
+## 5. Database Schema (Prisma)
+
+```prisma
+model Portfolio {
+  id          Int      @id @default(autoincrement())
+  userId      Int
+  name        String
+  description String?
+  currency    String   @default("RUB")
+  targets     String?  // JSON: [{ secid: "SBER", targetPercent: 30 }]
+  createdAt   DateTime @default(now())
+  updatedAt   DateTime @updatedAt
+
+  user        User     @relation(fields: [userId], references: [id], onDelete: Cascade)
+  positions   Position[]
+
+  @@unique([userId, name])  // уникальное имя в рамках пользователя
+}
+
+model Position {
+  id          Int      @id @default(autoincrement())
+  portfolioId Int
+  secid       String
+  quantity    Int
+  notes       String?
+  tags        String?  // JSON: ["DIVIDEND", "GROWTH"]
+  createdAt   DateTime @default(now())
+  updatedAt   DateTime @updatedAt
+
+  portfolio   Portfolio @relation(fields: [portfolioId], references: [id], onDelete: Cascade)
+
+  @@unique([portfolioId, secid])  // один secid — одна позиция в портфеле
+}
+```
+
+**Миграция:** `npx prisma migrate dev --name add-portfolio-position`
+
+---
+
+## 6. Business Rules
+
+| Rule | Описание |
+|---|---|
+| BR-001 | `quantity >= 0` — отрицательное количество запрещено |
+| BR-002 | `quantity = 0` — автоматическое удаление позиции (best-effort) |
+| BR-003 | `sum(targets.targetPercent)` должна быть 100 (на стороне backend при PATCH portfolio) |
+| BR-004 | `tags` — только значения из enum `Tag` |
+| BR-005 | `secid` должен существовать в MOEX (проверка через MoexClient при POST position) |
+| BR-006 | `currency` — только из enum `Currency` |
+| BR-007 | Один `secid` может быть только в одной позиции внутри портфеля (unique constraint) |
+| BR-008 | Только владелец может видеть/редактировать портфель (проверка `userId`) |
+| BR-009 | При удалении портфеля удаляются все его позиции (cascade) |
+
+---
+
+## 7. Events (Domain Events)
+
+Phase 1 не требует событийной шины. События документируются для будущих фаз:
+
+| Событие | Payload | Когда происходит | Будущее использование |
+|---|---|---|---|
+| `PortfolioCreated` | `{ portfolioId, userId }` | POST portfolio | Аудит, уведомления |
+| `PortfolioDeleted` | `{ portfolioId, userId }` | DELETE portfolio | Очистка связанных данных |
+| `PositionAdded` | `{ portfolioId, secid, quantity }` | POST position | Триггер аналитики |
+| `PositionQuantityChanged` | `{ portfolioId, secid, oldQty, newQty }` | PATCH position | Snapshot для графиков |
+| `PositionRemoved` | `{ portfolioId, secid }` | DELETE position | Фиксация P&L |
+
+---
+
+## 8. Risks and Edge Cases
+
+| Risk | Impact | Mitigation |
+|---|---|---|
+| **MOEX недоступен** | Цены не загружаются | Показывать `—` + stale indicator, не блокировать CRUD |
+| **SECID удалён из MOEX** | Цена = N/A | Position остаётся, currentPrice = null |
+| **Очень много позиций** | Производительность | Backend: пагинация positions (Phase 2). Сейчас ~50 позиций не проблема |
+| **Параллельное редактирование** | Lost update | Пока ignored (Single user per portfolio). Фаза 2: `updatedAt` optimistic locking |
+| **Target sum ≠ 100** | Некорректное распределение | Backend validation при сохранении |
+| **Смена валюты портфеля** | Стоимость в разной валюте | Пока только переименование. Конвертация — Phase 3 |
+| **Некорректный secid** | Ошибка при добавлении | Проверка существования в MOEX при POST, возвращать 422 |
+| **Удаление пользователя** | Потеря портфелей | Cascade delete, ok |
+| **Очень большое количество** | `quantity` Int overflow | Использовать `BigInt` при необходимости (сейчас Int до ~2B) |
+
+---
+
+## 9. Implementation Phases
+
+### Phase 1: Portfolio + Position CRUD
+
+**Backend:**
+- Prisma: добавить модели `Portfolio` и `Position`, запустить миграцию
+- Создать `PortfolioModule` с `PortfolioController`, `PortfolioService`
+- DTO: create/update portfolio, add/update/position, response
+- CRUD эндпоинты для портфелей и позиций
+- Интеграция с `MoexClientService` для получения текущей цены (`getShareMarketData` / `getBondMarketData`)
+- Расчёт computed полей (currentValue, weightPercent, deviation)
+- Валидация бизнес-правил (BR-001 — BR-009)
+
+**Frontend:**
+- API client functions в `src/api/portfolio.ts`
+- Hooks: `usePortfolios`, `usePortfolio`, `usePortfolioMutations`, `usePositionMutations`
+- Страница `/portfolios` — список портфелей, кнопка создать
+- Страница `/portfolios/:id` — детали портфеля + таблица позиций
+- `PortfolioForm` (create/edit modal)
+- `PositionRow` с inline editing количества
+- `TargetAllocationEditor` — числовой ввод процентов
+- `PortfolioSummary` — общая стоимость + pie chart распределения
+- Добавить ссылку в навигацию (Layout)
+
+**Test:**
+- Backend: unit-тесты `PortfolioService` (CRUD, валидация, расчёты)
+- Backend: e2e-тесты эндпоинтов портфелей
+
+### Phase 2: Positions — расширение
+
+- Target allocation editor с drag-to-set
+- Pie chart визуализация (Chart.js или lightweight-charts)
+- Отклонение от цели: цветовая индикация (зелёный/жёлтый/красный)
+- Фильтрация и сортировка позиций в таблице
+- Группировка по тегам
+
+### Phase 3: Transactions (опционально)
+
+- Модель `Transaction` (type: BUY/SELL, date, price, quantity, commission)
+- История операций по позиции
+- P&L по закрытым позициям
+- Средняя цена входа и общая доходность
+
+### Phase 4: Analytics
+
+- Snapshot текущей стоимости по дням (cron + таблица `PortfolioSnapshot`)
+- График стоимости портфеля во времени
+- Сравнение с бенчмарком (IMOEX)
+- Доходность (простая, XIRR)
+
+### Phase 5: Dividend and Coupon Forecasts
+
+- Использовать `SharesService.getDividends` / `BondsService.getCoupons`
+- Агрегировать предстоящие выплаты по позициям
+- Календарь выплат на ближайшие 12 месяцев
+- Прогнозный доход к портфелю
+
+### Phase 6: Corporate Actions
+
+- Модель `CorporateAction` (type, secid, date, ratio)
+- Автокорректировка количества позиций при сплитах/консолидациях
+- Обработка допэмиссий
+- Уведомления о грядущих корпоративных действиях
+
+---
+
+## 10. OpenAPI Specification
+
+Дополнение к существующему `docs/openapi/openapi.yaml` — новые эндпоинты и схемы для Portfolio и Position.
+
+---
+
+## 11. ADR
+
+### ADR-009: Portfolio Domain Model
+
+**Context:** Выбор между SQL-моделью и document store для хранения портфелей.
+
+**Decision:** SQL через Prisma (существующая БД). Portfolio и Position — отдельные таблицы. Targets и Tags — JSON-поля, т.к.:
+- SQLite поддерживает JSON
+- Нет необходимости в join по тегам (максимум 50 позиций на портфель)
+- Миграция на PostgreSQL в будущем не потребует изменений схемы
+
+**Consequences:**
+- Нельзя делать SQL-запросы по тегам (не нужно для Phase 1)
+- Targets редактируются целиком (замена JSON), что достаточно для сценария
+
+### ADR-010: Backend Price Computation
+
+**Context:** Где вычислять текущую стоимость портфеля — на backend или frontend?
+
+**Decision:** На backend. `GET /portfolios/:id` возвращает `PortfolioDetailResponseDto` с computed полями (`currentPrice`, `currentValue`, `weightPercent`, `deviation`).
+
+**Rationale:**
+- Единый источник правды
+- Frontend получает готовые данные для отображения
+- Можно кешировать computed response
+
+**Consequences:**
+- Backend делает N запросов к MOEX (по числу уникальных secid)
+- Используется in-memory cache для цен (900s TTL)
+
+---
+
+## 12. Self-Review Checklist
+
+- [x] Нет placeholder'ов (TBD, TODO)
+- [x] Все разделы заполнены
+- [x] Терминология согласована (Portfolio/Position, не "watchlist"/"holding")
+- [x] API контракты полны (CRUD для обоих ресурсов)
+- [x] Business rules однозначны
+- [x] Scope фазы 1 чётко отделён от будущих фаз
+- [x] ADR документируют ключевые решения