Start of work on 0.2.0, add legacy compatible web view

pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "kalshi-csv"
-version = "0.1.2"
+version = "0.2.0"
 description = "Parse Kalshi transaction CSV files and generate IRS Form 8949 tax summaries"
 readme = "README.md"
 license = "MIT"

src/kalshi_csv/__init__.py

@@ -1,4 +1,4 @@
-__version__ = "0.1.2"
+__version__ = "0.2.0"
 
 from .parser import KalshiCSV
 

src/kalshi_csv/categories.py

@@ -0,0 +1,44 @@
+TICKER_CATEGORY_MAP = {
+    "KXMLB": "MLB Baseball",
+    "KXMLBHR": "MLB Baseball",
+    "KXMLBMEN": "MLB Baseball",
+    "KXNPB": "NPB Baseball (Japan)",
+    "KXNBASUMMER": "NBA Summer League",
+    "KXNEXTTEAMNBA": "NBA Summer League",
+    "KXWNBA": "WNBA Basketball",
+    "KXINXU": "S&P 500 (INXU Intraday)",
+    "KXINX": "S&P 500 (INXU Intraday)",
+    "KXMVESPORTS": "Esports & Gaming",
+}
+
+SOCCER_PREFIXES = [
+    "KXWC",
+    "KXUCL",
+    "KXUECL",
+    "KXBRASILEIRO",
+    "KXALLSVENSKAN",
+    "KXELITESERIEN",
+    "KXECULP",
+    "KXLIGAMX",
+    "KXLIGAEXP",
+    "KXKLEAGUE",
+    "KXCLUBF",
+    "KXSCOCUP",
+    "KXURYPD",
+    "KXDIMAYOR",
+    "KXARGPREM",
+    "KXBOLP",
+]
+
+
+def categorize_ticker(ticker):
+    """Maps a Kalshi market ticker to a human-readable category."""
+    for prefix, category in TICKER_CATEGORY_MAP.items():
+        if ticker.startswith(prefix):
+            return category
+
+    for prefix in SOCCER_PREFIXES:
+        if ticker.startswith(prefix):
+            return "Global Soccer / Football"
+
+    return "Other Markets"

src/kalshi_csv/cli.py

@@ -1,4 +1,5 @@
 import argparse
+import os
 import sys
 
 from .parser import KalshiCSV
@@ -35,6 +36,17 @@ def main():
         action="store_true",
         help="Use ASCII characters instead of Unicode box-drawing",
     )
+    parser.add_argument(
+        "--legacy-web",
+        action="store_true",
+        help="Start a legacy web server (HTML 4.01) to view portfolio in browser",
+    )
+    parser.add_argument(
+        "--legacy-web-port",
+        type=int,
+        default=8080,
+        help="Port for legacy web server (default: 8080)",
+    )
 
     args = parser.parse_args()
     no_color = args.no_color
@@ -43,6 +55,13 @@ def main():
     kalshi = KalshiCSV(args.csv_path)
     kalshi.parse()
 
+    if args.legacy_web:
+        from .web import LegacyWebServer
+        csv_filename = os.path.basename(args.csv_path)
+        server = LegacyWebServer(kalshi, csv_filename, port=args.legacy_web_port)
+        server.serve()
+        return
+
     headers = ["Ticker", "Side", "Qty", "Entry", "Exit", "P&L (No Fees)", "Fees"]
     widths = [32, 4, 6, 6, 6, 14, 6]
 

src/kalshi_csv/parser.py

@@ -1,7 +1,10 @@
 import csv
 import os
+from collections import defaultdict
 from datetime import datetime
 
+from .categories import categorize_ticker
+
 
 class KalshiCSV:
     """Parses Kalshi transaction CSV data and calculates tax-relevant aggregates."""
@@ -18,6 +21,11 @@ class KalshiCSV:
             "total_tax_proceeds": 0.0,
             "earliest_open_date": None,
             "latest_close_date": None,
+            "wins": 0,
+            "losses": 0,
+            "pushes": 0,
+            "best_trade": None,
+            "worst_trade": None,
         }
 
     def parse(self):
@@ -40,8 +48,22 @@ class KalshiCSV:
                 open_fees = float(row["open_fees_dollars"])
                 close_fees = float(row["close_fees_dollars"])
 
+                open_dt = None
+                close_dt = None
+                if row.get("open_timestamp"):
+                    try:
+                        open_dt = datetime.fromisoformat(row["open_timestamp"])
+                    except ValueError:
+                        pass
+                if row.get("close_timestamp"):
+                    try:
+                        close_dt = datetime.fromisoformat(row["close_timestamp"])
+                    except ValueError:
+                        pass
+
+                ticker = row["market_ticker"]
                 trade = {
-                    "ticker": row["market_ticker"],
+                    "ticker": ticker,
                     "side": row["side"].upper(),
                     "qty": qty,
                     "entry": entry,
@@ -50,6 +72,9 @@ class KalshiCSV:
                     "pnl_with_fees": pnl_with_fees,
                     "open_fees": open_fees,
                     "close_fees": close_fees,
+                    "open_timestamp": open_dt,
+                    "close_timestamp": close_dt,
+                    "market_category": categorize_ticker(ticker),
                 }
                 self.trades.append(trade)
 
@@ -60,27 +85,37 @@ class KalshiCSV:
                 self.summary["total_pnl_with_fees"] += pnl_with_fees
                 self.summary["total_fees"] += open_fees + close_fees
 
-                if row.get("open_timestamp"):
+                if pnl_with_fees > 0:
-                    try:
+                    self.summary["wins"] += 1
-                        open_dt = datetime.fromisoformat(row["open_timestamp"])
+                elif pnl_with_fees < 0:
-                        if (
+                    self.summary["losses"] += 1
-                            self.summary["earliest_open_date"] is None
+                else:
-                            or open_dt < self.summary["earliest_open_date"]
+                    self.summary["pushes"] += 1
-                        ):
-                            self.summary["earliest_open_date"] = open_dt
-                    except ValueError:
-                        pass
 
-                if row.get("close_timestamp"):
+                if (
-                    try:
+                    self.summary["best_trade"] is None
-                        close_dt = datetime.fromisoformat(row["close_timestamp"])
+                    or pnl_with_fees > self.summary["best_trade"]["pnl_with_fees"]
-                        if (
+                ):
-                            self.summary["latest_close_date"] is None
+                    self.summary["best_trade"] = trade
-                            or close_dt > self.summary["latest_close_date"]
+                if (
-                        ):
+                    self.summary["worst_trade"] is None
-                            self.summary["latest_close_date"] = close_dt
+                    or pnl_with_fees < self.summary["worst_trade"]["pnl_with_fees"]
-                    except ValueError:
+                ):
-                        pass
+                    self.summary["worst_trade"] = trade
+
+                if open_dt is not None:
+                    if (
+                        self.summary["earliest_open_date"] is None
+                        or open_dt < self.summary["earliest_open_date"]
+                    ):
+                        self.summary["earliest_open_date"] = open_dt
+
+                if close_dt is not None:
+                    if (
+                        self.summary["latest_close_date"] is None
+                        or close_dt > self.summary["latest_close_date"]
+                    ):
+                        self.summary["latest_close_date"] = close_dt
 
         return self
 
@@ -101,3 +136,36 @@ class KalshiCSV:
             "cost_basis": self.summary["total_tax_basis"],
             "gain_or_loss": self.summary["total_pnl_with_fees"],
         }
+
+    def market_breakdown(self):
+        """Returns a list of dicts with market category breakdown sorted by trade count."""
+        categories = defaultdict(lambda: {"trades": 0, "wins": 0, "net_pnl": 0.0})
+
+        for trade in self.trades:
+            cat = trade["market_category"]
+            categories[cat]["trades"] += 1
+            categories[cat]["net_pnl"] += trade["pnl_with_fees"]
+            if trade["pnl_with_fees"] > 0:
+                categories[cat]["wins"] += 1
+
+        breakdown = []
+        for cat, data in categories.items():
+            win_rate = (data["wins"] / data["trades"] * 100) if data["trades"] > 0 else 0
+            breakdown.append({
+                "category": cat,
+                "trades": data["trades"],
+                "win_rate": win_rate,
+                "net_pnl": data["net_pnl"],
+            })
+
+        return sorted(breakdown, key=lambda x: x["trades"], reverse=True)
+
+    def recent_closed_positions(self, n=20):
+        """Returns the last n trades sorted by close_timestamp descending."""
+        trades_with_close = [t for t in self.trades if t["close_timestamp"] is not None]
+        sorted_trades = sorted(
+            trades_with_close,
+            key=lambda t: t["close_timestamp"],
+            reverse=True,
+        )
+        return sorted_trades[:n]

src/kalshi_csv/web.py

@@ -0,0 +1,239 @@
+import html
+from datetime import datetime
+from http.server import HTTPServer, BaseHTTPRequestHandler
+
+from . import __version__
+
+
+def render_portfolio_html(kalshi, csv_filename):
+    """Renders the full HTML 4.01 portfolio page from parsed Kalshi data."""
+    summary = kalshi.summary
+    market_breakdown = kalshi.market_breakdown()
+    recent_positions = kalshi.recent_closed_positions(20)
+
+    period_end = summary["latest_close_date"]
+    if period_end:
+        period_end_str = period_end.strftime("%B %d, %Y").upper()
+    else:
+        period_end_str = "N/A"
+
+    net_pnl = summary["total_pnl_with_fees"]
+    net_pnl_color = "#006600" if net_pnl >= 0 else "#990000"
+    net_pnl_str = f"${net_pnl:+.2f}"
+
+    wins = summary["wins"]
+    losses = summary["losses"]
+    pushes = summary["pushes"]
+    total = summary["trade_count"]
+    win_pct = (wins / total * 100) if total > 0 else 0
+    push_note = f" ({pushes} Push{'s' if pushes != 1 else ''})" if pushes > 0 else ""
+
+    best_trade = summary["best_trade"]
+    worst_trade = summary["worst_trade"]
+    if best_trade and worst_trade:
+        best_pnl = best_trade["pnl_with_fees"]
+        worst_pnl = worst_trade["pnl_with_fees"]
+        best_cat = best_trade["market_category"]
+        worst_cat = worst_trade["market_category"]
+        best_color = "#006600" if best_pnl >= 0 else "#990000"
+        worst_color = "#006600" if worst_pnl >= 0 else "#990000"
+        best_str = f"${best_pnl:+.2f}"
+        worst_str = f"${worst_pnl:+.2f}"
+        best_worst_subtext = f"{best_cat} / {worst_cat}"
+    else:
+        best_str = "$0.00"
+        worst_str = "$0.00"
+        best_color = "#006600"
+        worst_color = "#990000"
+        best_worst_subtext = "N/A"
+
+    rows_html = ""
+    for i, item in enumerate(market_breakdown):
+        pnl = item["net_pnl"]
+        pnl_color = "#006600" if pnl >= 0 else "#990000"
+        pnl_str = f"${pnl:+.2f}"
+        win_rate_str = f"{item['win_rate']:.1f}%"
+        rows_html += f"""
+                <tr>
+                    <td align="left"><font face="Geneva, Verdana, sans-serif" size="2">{html.escape(item['category'])}</font></td>
+                    <td align="right"><font face="Courier New, Courier, monospace" size="2">{item['trades']}</font></td>
+                    <td align="right"><font face="Courier New, Courier, monospace" size="2">{win_rate_str}</font></td>
+                    <td align="right"><font face="Courier New, Courier, monospace" size="2" color="{pnl_color}"><b>{pnl_str}</b></font></td>
+                </tr>"""
+        if i < len(market_breakdown) - 1:
+            rows_html += """
+                <tr><td colspan="4"><hr size="1" color="#E0E0E0" noshade></td></tr>"""
+
+    positions_html = ""
+    for trade in recent_positions:
+        close_dt = trade["close_timestamp"]
+        date_str = close_dt.strftime("%m/%d %H:%M") if close_dt else "N/A"
+        ticker = html.escape(trade["ticker"])
+        side = trade["side"]
+        qty = f"{trade['qty']:.2f}"
+        entry = f"${trade['entry']:.2f}"
+        exit_val = f"${trade['exit']:.2f}"
+        pnl = trade["pnl_with_fees"]
+        pnl_color = "#006600" if pnl >= 0 else "#990000"
+        pnl_str = f"${pnl:+.2f}"
+        positions_html += f"""
+                <tr>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="1">{date_str}</font></td>
+                    <td align="left"><font face="Courier New, Courier, monospace" size="1">{ticker}</font></td>
+                    <td align="center"><font face="Courier New, Courier, monospace" size="1">{side}</font></td>
+                    <td align="right"><font face="Courier New, Courier, monospace" size="1">{qty}</font></td>
+                    <td align="right"><font face="Courier New, Courier, monospace" size="1">{entry}</font></td>
+                    <td align="right"><font face="Courier New, Courier, monospace" size="1">{exit_val}</font></td>
+                    <td align="right"><font face="Courier New, Courier, monospace" size="1" color="{pnl_color}"><b>{pnl_str}</b></font></td>
+                </tr>"""
+
+    page = f"""<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
+<html>
+<head>
+    <title>Kalshi Portfolio Statement</title>
+    <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1">
+</head>
+<body bgcolor="#FFFFFF" text="#111111" link="#111111" vlink="#444444" alink="#000000" topmargin="20" leftmargin="20" marginwidth="20" marginheight="20">
+
+<center>
+<table width="720" border="0" cellspacing="0" cellpadding="0">
+
+    <tr>
+        <td align="left">
+            <font face="Courier New, Courier, monospace" size="2"><b>KALSHI DERIVATIVES / ACCOUNT AUDIT</b></font><br>
+            <font face="Georgia, Times New Roman, serif" size="5"><b>Year-End Performance Summary</b></font><br>
+            <font face="Geneva, Verdana, sans-serif" size="1" color="#666666">PERIOD ENDING: {html.escape(period_end_str)} &nbsp;|&nbsp; SOURCE: {html.escape(csv_filename)}</font>
+        </td>
+    </tr>
+
+    <tr>
+        <td padding="10">
+            <hr size="2" color="#111111" noshade>
+        </td>
+    </tr>
+
+    <tr>
+        <td>
+            <table width="100%" border="0" cellspacing="0" cellpadding="6">
+                <tr valign="top">
+                    <td width="25%">
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#666666">NET REALIZED P&amp;L</font><br>
+                        <font face="Courier New, Courier, monospace" size="4" color="{net_pnl_color}"><b>{net_pnl_str}</b></font><br>
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#888888">Includes ${summary['total_fees']:.2f} fees</font>
+                    </td>
+                    <td width="25%">
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#666666">WIN / LOSS RECORD</font><br>
+                        <font face="Courier New, Courier, monospace" size="4"><b>{wins} - {losses}</b></font><br>
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#888888">{pushes} Push{'s' if pushes != 1 else ''} ({win_pct:.1f}% Win)</font>
+                    </td>
+                    <td width="25%">
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#666666">TOTAL VOLUME</font><br>
+                        <font face="Courier New, Courier, monospace" size="4"><b>{total}</b></font><br>
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#888888">Executed Contracts</font>
+                    </td>
+                    <td width="25%">
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#666666">BEST/WORST SINGLE</font><br>
+                        <font face="Courier New, Courier, monospace" size="2"><font color="{best_color}"><b>{best_str}</b></font> / <font color="{worst_color}"><b>{worst_str}</b></font></font><br>
+                        <font face="Geneva, Verdana, sans-serif" size="1" color="#888888">{html.escape(best_worst_subtext)}</font>
+                    </td>
+                </tr>
+            </table>
+        </td>
+    </tr>
+
+    <tr><td><br><hr size="1" color="#CCCCCC" noshade><br></td></tr>
+
+    <tr>
+        <td>
+            <font face="Georgia, Times New Roman, serif" size="3"><b>Market Breakdown</b></font>
+            <br><br>
+
+            <table width="100%" border="0" cellspacing="0" cellpadding="4">
+                <tr bgcolor="#EEEEEE">
+                    <td width="45%" align="left"><font face="Geneva, Verdana, sans-serif" size="1"><b>ASSET CLASS / MARKET</b></font></td>
+                    <td width="15%" align="right"><font face="Geneva, Verdana, sans-serif" size="1"><b>TRADES</b></font></td>
+                    <td width="20%" align="right"><font face="Geneva, Verdana, sans-serif" size="1"><b>WIN RATE</b></font></td>
+                    <td width="20%" align="right"><font face="Geneva, Verdana, sans-serif" size="1"><b>NET P&amp;L</b></font></td>
+                </tr>
+                {rows_html}
+            </table>
+        </td>
+    </tr>
+
+    <tr><td><br><hr size="1" color="#CCCCCC" noshade><br></td></tr>
+
+    <tr>
+        <td>
+            <font face="Georgia, Times New Roman, serif" size="3"><b>Recent Closed Positions</b></font>
+            <br><br>
+
+            <table width="100%" border="0" cellspacing="0" cellpadding="3">
+                <tr bgcolor="#EEEEEE">
+                    <th align="left"><font face="Geneva, Verdana, sans-serif" size="1">DATE/TIME</font></th>
+                    <th align="left"><font face="Geneva, Verdana, sans-serif" size="1">TICKER</font></th>
+                    <th align="center"><font face="Geneva, Verdana, sans-serif" size="1">SIDE</font></th>
+                    <th align="right"><font face="Geneva, Verdana, sans-serif" size="1">QTY</font></th>
+                    <th align="right"><font face="Geneva, Verdana, sans-serif" size="1">ENTRY</font></th>
+                    <th align="right"><font face="Geneva, Verdana, sans-serif" size="1">EXIT</font></th>
+                    <th align="right"><font face="Geneva, Verdana, sans-serif" size="1">P&amp;L</font></th>
+                </tr>
+                {positions_html}
+            </table>
+        </td>
+    </tr>
+
+    <tr><td><br><hr size="2" color="#111111" noshade></td></tr>
+    <tr>
+        <td align="center">
+            <font face="Geneva, Verdana, sans-serif" size="1" color="#666666">
+                {html.escape(csv_filename)} &bull; rendered with vanilla HTML 4.01 strict table markup &bull; kalshi-csv v{__version__}
+            </font>
+        </td>
+    </tr>
+
+</table>
+</center>
+
+</body>
+</html>"""
+    return page
+
+
+class LegacyWebHandler(BaseHTTPRequestHandler):
+    """HTTP request handler that serves the legacy portfolio page."""
+
+    def do_GET(self):
+        if self.path == "/" or self.path == "/index.html":
+            self.send_response(200)
+            self.send_header("Content-type", "text/html; charset=iso-8859-1")
+            self.end_headers()
+            html_content = self.server.html_content
+            self.wfile.write(html_content.encode("iso-8859-1"))
+        else:
+            self.send_error(404, "Not Found")
+
+    def log_message(self, format, *args):
+        pass
+
+
+class LegacyWebServer:
+    """HTTP server for the legacy portfolio view."""
+
+    def __init__(self, kalshi, csv_filename, host="0.0.0.0", port=8080):
+        self.kalshi = kalshi
+        self.csv_filename = csv_filename
+        self.host = host
+        self.port = port
+        self.html_content = render_portfolio_html(kalshi, csv_filename)
+
+    def serve(self):
+        """Starts the HTTP server and blocks until interrupted."""
+        server = HTTPServer((self.host, self.port), LegacyWebHandler)
+        server.html_content = self.html_content
+        print(f"Serving legacy portfolio view at http://{self.host}:{self.port}/")
+        print("Press Ctrl+C to stop.")
+        try:
+            server.serve_forever()
+        except KeyboardInterrupt:
+            print("\nShutting down server.")
+            server.server_close()

tests/test_categories.py

@@ -0,0 +1,47 @@
+from kalshi_csv.categories import categorize_ticker
+
+
+def test_mlb_categorization():
+    assert categorize_ticker("KXMLBGAME-26JUL081940BOSCWS-BOS") == "MLB Baseball"
+    assert categorize_ticker("KXMLBHRDERBY-26-KSCHWARBER12") == "MLB Baseball"
+
+
+def test_npb_categorization():
+    assert categorize_ticker("KXNPBGAME-26JUL150500YOMYAK-YAK") == "NPB Baseball (Japan)"
+
+
+def test_nba_summer_categorization():
+    assert categorize_ticker("KXNBASUMMERGAME-26JUL14MEMGSW-GSW") == "NBA Summer League"
+
+
+def test_wnba_categorization():
+    assert categorize_ticker("KXWNBAGAME-26JUL13PHXMIN-PHX") == "WNBA Basketball"
+
+
+def test_sp500_categorization():
+    assert categorize_ticker("KXINXU-26JUL08H1400-T7479.9999") == "S&P 500 (INXU Intraday)"
+    assert categorize_ticker("KXINX-26JUL08H1400-T7479.9999") == "S&P 500 (INXU Intraday)"
+
+
+def test_esports_categorization():
+    assert categorize_ticker("KXMVESPORTSMULTIGAMEEXTENDED-S2026769CE3FA3F9-6D4DB2E2128") == "Esports & Gaming"
+
+
+def test_soccer_categorization():
+    assert categorize_ticker("KXWCADVANCE-26JUL07ARGEGY-ARG") == "Global Soccer / Football"
+    assert categorize_ticker("KXUCLADVANCE-26JUL14KUPSVAR-VAR") == "Global Soccer / Football"
+    assert categorize_ticker("KXBRASILEIROBGAME-26JUL13AMGLON-LON") == "Global Soccer / Football"
+    assert categorize_ticker("KXECULPGAME-26JUL14MACMUR-MUR") == "Global Soccer / Football"
+    assert categorize_ticker("KXALLSVENSKANGAME-26JUL12BROSIR-SIR") == "Global Soccer / Football"
+    assert categorize_ticker("KXCLUBFGAME-26JUL27GALVEN-VEN") == "Global Soccer / Football"
+
+
+def test_other_markets_categorization():
+    assert categorize_ticker("KXRAIN-26JUL15-ATL") == "Other Markets"
+    assert categorize_ticker("KXTRUMPMENTION-26JUL15") == "Other Markets"
+    assert categorize_ticker("KXTEMPNYCH-26JUL15") == "Other Markets"
+    assert categorize_ticker("KXHIGHCHI-26JUL15") == "Other Markets"
+
+
+def test_unknown_ticker_defaults_to_other():
+    assert categorize_ticker("UNKNOWN-TICKER-123") == "Other Markets"

tests/test_cli.py

@@ -103,3 +103,24 @@ def test_cli_ascii_flag(sample_csv):
     assert "|" in result.stdout
     assert "┌" not in result.stdout
     assert "│" not in result.stdout
+
+
+def test_cli_legacy_web_flag_in_help():
+    result = subprocess.run(
+        [sys.executable, "-m", "kalshi_csv.cli", "--help"],
+        capture_output=True,
+        text=True,
+    )
+    assert result.returncode == 0
+    assert "--legacy-web" in result.stdout
+    assert "--legacy-web-port" in result.stdout
+
+
+def test_cli_legacy_web_port_default_in_help():
+    result = subprocess.run(
+        [sys.executable, "-m", "kalshi_csv.cli", "--help"],
+        capture_output=True,
+        text=True,
+    )
+    assert result.returncode == 0
+    assert "8080" in result.stdout

tests/test_parser.py

@@ -89,3 +89,88 @@ def test_file_not_found():
     kalshi = KalshiCSV("/nonexistent/path.csv")
     with pytest.raises(FileNotFoundError):
         kalshi.parse()
+
+
+def test_market_breakdown_returns_list(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    breakdown = kalshi.market_breakdown()
+    assert isinstance(breakdown, list)
+    assert len(breakdown) > 0
+
+
+def test_market_breakdown_structure(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    breakdown = kalshi.market_breakdown()
+    for item in breakdown:
+        assert "category" in item
+        assert "trades" in item
+        assert "win_rate" in item
+        assert "net_pnl" in item
+
+
+def test_market_breakdown_sorted_by_trades(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    breakdown = kalshi.market_breakdown()
+    trade_counts = [item["trades"] for item in breakdown]
+    assert trade_counts == sorted(trade_counts, reverse=True)
+
+
+def test_recent_closed_positions_returns_list(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    positions = kalshi.recent_closed_positions()
+    assert isinstance(positions, list)
+
+
+def test_recent_closed_positions_limit(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    positions = kalshi.recent_closed_positions(n=2)
+    assert len(positions) <= 2
+
+
+def test_recent_closed_positions_sorted_by_date(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    positions = kalshi.recent_closed_positions()
+    if len(positions) > 1:
+        timestamps = [p["close_timestamp"] for p in positions]
+        assert timestamps == sorted(timestamps, reverse=True)
+
+
+def test_summary_tracks_wins_losses_pushes(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    assert kalshi.summary["wins"] >= 0
+    assert kalshi.summary["losses"] >= 0
+    assert kalshi.summary["pushes"] >= 0
+    assert kalshi.summary["wins"] + kalshi.summary["losses"] + kalshi.summary["pushes"] == kalshi.summary["trade_count"]
+
+
+def test_summary_tracks_best_worst_trade(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    assert kalshi.summary["best_trade"] is not None
+    assert kalshi.summary["worst_trade"] is not None
+    assert "pnl_with_fees" in kalshi.summary["best_trade"]
+    assert "pnl_with_fees" in kalshi.summary["worst_trade"]
+    assert kalshi.summary["best_trade"]["pnl_with_fees"] >= kalshi.summary["worst_trade"]["pnl_with_fees"]
+
+
+def test_trade_has_market_category(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    for trade in kalshi.trades:
+        assert "market_category" in trade
+        assert isinstance(trade["market_category"], str)
+
+
+def test_trade_has_timestamps(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    for trade in kalshi.trades:
+        assert "open_timestamp" in trade
+        assert "close_timestamp" in trade

tests/test_web.py

@@ -0,0 +1,96 @@
+from kalshi_csv import KalshiCSV
+from kalshi_csv.web import render_portfolio_html
+
+
+def test_render_html_contains_header(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "KALSHI DERIVATIVES / ACCOUNT AUDIT" in html_content
+    assert "Year-End Performance Summary" in html_content
+
+
+def test_render_html_contains_summary_metrics(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "NET REALIZED P&L" in html_content
+    assert "WIN / LOSS RECORD" in html_content
+    assert "TOTAL VOLUME" in html_content
+    assert "BEST/WORST SINGLE" in html_content
+
+
+def test_render_html_contains_market_breakdown(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "Market Breakdown" in html_content
+    assert "ASSET CLASS / MARKET" in html_content
+    assert "TRADES" in html_content
+    assert "WIN RATE" in html_content
+
+
+def test_render_html_contains_recent_positions(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "Recent Closed Positions" in html_content
+    assert "DATE/TIME" in html_content
+    assert "TICKER" in html_content
+    assert "SIDE" in html_content
+    assert "ENTRY" in html_content
+    assert "EXIT" in html_content
+
+
+def test_render_html_contains_trade_data(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "TESTMARKET-WIN" in html_content
+    assert "TESTMARKET-LOSS" in html_content
+    assert "TESTMARKET-SMALL" in html_content
+
+
+def test_render_html_html401_doctype(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert '<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"' in html_content
+
+
+def test_render_html_no_css(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "<style" not in html_content
+    assert "style=" not in html_content
+
+
+def test_render_html_shows_win_loss_record(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "2 - 1" in html_content
+
+
+def test_render_html_shows_total_volume(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert ">3<" in html_content
+
+
+def test_render_html_shows_csv_filename(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    html_content = render_portfolio_html(kalshi, "my-kalshi-data.csv")
+    assert "my-kalshi-data.csv" in html_content
+
+
+def test_render_html_escapes_html_in_tickers(sample_csv):
+    kalshi = KalshiCSV(sample_csv)
+    kalshi.parse()
+    kalshi.trades[0]["ticker"] = "<script>alert('xss')</script>"
+    html_content = render_portfolio_html(kalshi, "test.csv")
+    assert "<script>alert('xss')</script>" not in html_content
+    assert "&lt;script&gt;" in html_content