1. 1.Go to supabase.com, create a free account and a new project.
2. 2.In your project, open SQL Editor and run the following:

-- Run this in your Supabase SQL Editor

-- User profiles (email linked to portfolio)
CREATE TABLE public.profiles (
  user_id    UUID PRIMARY KEY REFERENCES auth.users(id) ON DELETE CASCADE,
  email      TEXT, full_name TEXT, avatar_url TEXT,
  updated_at TIMESTAMPTZ DEFAULT NOW()
);
ALTER TABLE public.profiles ENABLE ROW LEVEL SECURITY;
CREATE POLICY "own_profile" ON public.profiles
  FOR ALL TO authenticated USING (auth.uid() = user_id) WITH CHECK (auth.uid() = user_id);

-- Auto-upsert profile on every sign-in
CREATE OR REPLACE FUNCTION public.handle_user_upsert()
RETURNS TRIGGER LANGUAGE plpgsql SECURITY DEFINER AS $$
BEGIN
  INSERT INTO public.profiles (user_id, email, full_name, avatar_url)
  VALUES (NEW.id, NEW.email,
    COALESCE(NEW.raw_user_meta_data->>'full_name', NEW.raw_user_meta_data->>'name'),
    NEW.raw_user_meta_data->>'avatar_url')
  ON CONFLICT (user_id) DO UPDATE SET
    email=EXCLUDED.email, full_name=EXCLUDED.full_name,
    avatar_url=EXCLUDED.avatar_url, updated_at=NOW();
  RETURN NEW;
END; $$;
CREATE OR REPLACE TRIGGER on_auth_user_created
  AFTER INSERT OR UPDATE ON auth.users
  FOR EACH ROW EXECUTE FUNCTION public.handle_user_upsert();

-- Reports table
CREATE TABLE public.reports (
  id TEXT PRIMARY KEY, user_id UUID NOT NULL DEFAULT auth.uid(),
  report_ts TIMESTAMPTZ NOT NULL, tickers TEXT[] DEFAULT '{}',
  title TEXT DEFAULT '', description TEXT DEFAULT '',
  is_live BOOLEAN DEFAULT TRUE, snapshot JSONB DEFAULT '[]',
  created_at TIMESTAMPTZ DEFAULT NOW()
);
CREATE INDEX ON public.reports (user_id, report_ts DESC);
ALTER TABLE public.reports ENABLE ROW LEVEL SECURITY;
CREATE POLICY "own_reports" ON public.reports
  FOR ALL TO authenticated USING (auth.uid() = user_id) WITH CHECK (auth.uid() = user_id);

-- Transactions table
CREATE TABLE public.transactions (
  id TEXT PRIMARY KEY, user_id UUID NOT NULL DEFAULT auth.uid(),
  ticker TEXT NOT NULL, company_name TEXT DEFAULT '',
  volume NUMERIC(18,6) NOT NULL, price NUMERIC(18,4) NOT NULL,
  transaction_type TEXT NOT NULL CHECK (transaction_type IN ('buy','sell')),
  transaction_date DATE NOT NULL, notes TEXT DEFAULT '',
  created_at TIMESTAMPTZ DEFAULT NOW()
);
CREATE INDEX ON public.transactions (user_id, transaction_date DESC);
ALTER TABLE public.transactions ENABLE ROW LEVEL SECURITY;
CREATE POLICY "own_transactions" ON public.transactions
  FOR ALL TO authenticated USING (auth.uid() = user_id) WITH CHECK (auth.uid() = user_id);

-- The GARP Screener table used to be created here. Removed 18 Sep 2026: nothing
-- reads or writes it any more. Worth recording why it died, because the cause was
-- this very block — it declares name/pe/peg, while the live table was created from
-- a later schema using company_name/pe_ratio/peg_ratio. db.js was written against
-- these names, so every upsert failed with 42703 into a swallowed catch and the
-- table never held a row. Its FOR ALL TO authenticated policy was also the same
-- shape dropped from every other table in this schema.

3. 3.Enable sign-in providers: Authentication → Providers → enable Email (enabled by default) and optionally Anonymous. No OAuth credentials needed.
4. 4.Set your site URL: Authentication → URL Configuration → Site URL → your GitHub Pages URL (e.g. https://username.github.io/repo). Add it to Redirect URLs too (needed for password reset emails).
5. 5.Go to Project Settings → API. Copy the Project URL and anon public key, paste above, then click Connect.
6. 6.Back in SQL Editor, run the following to create the Financial Data Store (company profiles, financials, income history, and GARP assessments):

-- ── Financial Data Store — run in Supabase SQL Editor ──

-- Auto-update timestamp helper (skip if already exists)
CREATE OR REPLACE FUNCTION public.touch_updated_at()
RETURNS TRIGGER LANGUAGE plpgsql AS $$
BEGIN NEW.updated_at = NOW(); RETURN NEW; END; $$;

-- 1. Company Profiles
CREATE TABLE public.company_profiles (
  symbol      TEXT PRIMARY KEY,
  name        TEXT NOT NULL DEFAULT '',
  sector      TEXT DEFAULT '',
  industry    TEXT DEFAULT '',
  exchange    TEXT DEFAULT '',
  country     TEXT DEFAULT 'US',
  currency    TEXT DEFAULT 'USD',
  description TEXT DEFAULT '',
  created_at  TIMESTAMPTZ DEFAULT NOW(),
  updated_at  TIMESTAMPTZ DEFAULT NOW()
);
CREATE TRIGGER trg_cp_updated BEFORE UPDATE ON public.company_profiles
  FOR EACH ROW EXECUTE FUNCTION public.touch_updated_at();
ALTER TABLE public.company_profiles ENABLE ROW LEVEL SECURITY;
CREATE POLICY "cp_read_all"  ON public.company_profiles FOR SELECT USING (true);
CREATE POLICY "cp_auth_write" ON public.company_profiles
  FOR ALL TO authenticated USING (true) WITH CHECK (true);

-- 2. Latest Financial Snapshot (one row per company, upserted on refresh)
CREATE TABLE public.company_financials (
  symbol             TEXT PRIMARY KEY REFERENCES public.company_profiles(symbol) ON DELETE CASCADE,
  -- Market data
  price              NUMERIC DEFAULT 0,
  market_cap         NUMERIC DEFAULT 0,
  shares_outstanding NUMERIC DEFAULT 0,
  week_52_high       NUMERIC DEFAULT 0,
  week_52_low        NUMERIC DEFAULT 0,
  beta               NUMERIC DEFAULT 0,
  -- Valuation multiples
  pe_ratio           NUMERIC DEFAULT 0,
  forward_pe         NUMERIC DEFAULT 0,
  peg_ratio          NUMERIC DEFAULT 0,
  ps_ratio           NUMERIC DEFAULT 0,
  pb_ratio           NUMERIC DEFAULT 0,
  ev_ebitda          NUMERIC DEFAULT 0,
  fcf_yield          NUMERIC DEFAULT 0,
  -- Income (TTM)
  revenue_ttm        NUMERIC DEFAULT 0,
  gross_profit_ttm   NUMERIC DEFAULT 0,
  ebitda_ttm         NUMERIC DEFAULT 0,
  net_income_ttm     NUMERIC DEFAULT 0,
  eps_ttm            NUMERIC DEFAULT 0,
  -- Growth rates (as decimals: 0.15 = 15%)
  revenue_growth_yoy NUMERIC DEFAULT 0,
  eps_growth_yoy     NUMERIC DEFAULT 0,
  eps_growth_3y_cagr NUMERIC DEFAULT 0,
  -- Margins (as decimals: 0.65 = 65%)
  gross_margin       NUMERIC DEFAULT 0,
  ebitda_margin      NUMERIC DEFAULT 0,
  net_margin         NUMERIC DEFAULT 0,
  operating_margin   NUMERIC DEFAULT 0,
  -- Efficiency
  roe                NUMERIC DEFAULT 0,
  roa                NUMERIC DEFAULT 0,
  roic               NUMERIC DEFAULT 0,
  -- Balance sheet
  cash               NUMERIC DEFAULT 0,
  total_debt         NUMERIC DEFAULT 0,
  debt_to_equity     NUMERIC DEFAULT 0,
  current_ratio      NUMERIC DEFAULT 0,
  quick_ratio        NUMERIC DEFAULT 0,
  interest_coverage  NUMERIC DEFAULT 0,
  -- Cash flow
  fcf_ttm            NUMERIC DEFAULT 0,
  operating_cf_ttm   NUMERIC DEFAULT 0,
  capex_ttm          NUMERIC DEFAULT 0,
  -- Dividend
  dividend_yield     NUMERIC DEFAULT 0,
  payout_ratio       NUMERIC DEFAULT 0,
  -- Analyst consensus
  analyst_target     NUMERIC DEFAULT 0,
  analyst_rec        TEXT DEFAULT '',
  num_analysts       INTEGER DEFAULT 0,
  -- Metadata
  data_source        TEXT DEFAULT 'api',
  updated_at         TIMESTAMPTZ DEFAULT NOW()
);
CREATE TRIGGER trg_cf_updated BEFORE UPDATE ON public.company_financials
  FOR EACH ROW EXECUTE FUNCTION public.touch_updated_at();
CREATE INDEX ON public.company_financials (peg_ratio);
CREATE INDEX ON public.company_financials (eps_growth_yoy DESC);
ALTER TABLE public.company_financials ENABLE ROW LEVEL SECURITY;
CREATE POLICY "cf_read_all"   ON public.company_financials FOR SELECT USING (true);
CREATE POLICY "cf_auth_write" ON public.company_financials
  FOR ALL TO authenticated USING (true) WITH CHECK (true);

-- 3. Annual Income History (multi-year per company)
CREATE TABLE public.income_history (
  id             BIGSERIAL PRIMARY KEY,
  symbol         TEXT NOT NULL REFERENCES public.company_profiles(symbol) ON DELETE CASCADE,
  fiscal_year    DATE NOT NULL,
  revenue        NUMERIC DEFAULT 0,
  gross_profit   NUMERIC DEFAULT 0,
  ebitda         NUMERIC DEFAULT 0,
  net_income     NUMERIC DEFAULT 0,
  eps_diluted    NUMERIC DEFAULT 0,
  shares_diluted NUMERIC DEFAULT 0,
  created_at     TIMESTAMPTZ DEFAULT NOW(),
  UNIQUE (symbol, fiscal_year)
);
CREATE INDEX ON public.income_history (symbol, fiscal_year DESC);
ALTER TABLE public.income_history ENABLE ROW LEVEL SECURITY;
CREATE POLICY "ih_read_all"   ON public.income_history FOR SELECT USING (true);
CREATE POLICY "ih_auth_write" ON public.income_history
  FOR ALL TO authenticated USING (true) WITH CHECK (true);

-- 4. GARP Assessments (scored snapshots, one per company per day)
CREATE TABLE public.garp_assessments (
  id                      BIGSERIAL PRIMARY KEY,
  symbol                  TEXT NOT NULL REFERENCES public.company_profiles(symbol) ON DELETE CASCADE,
  assessed_at             TIMESTAMPTZ NOT NULL DEFAULT NOW(),
  classification          TEXT DEFAULT '',
  -- Five GARP pillar scores (0–10 each)
  garp_valuation_score    NUMERIC DEFAULT 0,
  balance_sheet_score     NUMERIC DEFAULT 0,
  insider_alignment_score NUMERIC DEFAULT 0,
  cash_flow_score         NUMERIC DEFAULT 0,
  competitive_adv_score   NUMERIC DEFAULT 0,
  -- Auto-computed composites
  total_score             NUMERIC GENERATED ALWAYS AS (
    garp_valuation_score + balance_sheet_score + insider_alignment_score +
    cash_flow_score + competitive_adv_score
  ) STORED,
  score_100               NUMERIC GENERATED ALWAYS AS (
    (garp_valuation_score + balance_sheet_score + insider_alignment_score +
     cash_flow_score + competitive_adv_score) * 2
  ) STORED,
  -- Key inputs captured at assessment time
  peg_snap                NUMERIC DEFAULT 0,
  eps_growth_snap         NUMERIC DEFAULT 0,
  gross_margin_snap       NUMERIC DEFAULT 0,
  roe_snap                NUMERIC DEFAULT 0,
  debt_equity_snap        NUMERIC DEFAULT 0
);
CREATE UNIQUE INDEX ON public.garp_assessments (symbol, (assessed_at::DATE));
CREATE INDEX ON public.garp_assessments (symbol, assessed_at DESC);
CREATE INDEX ON public.garp_assessments (score_100 DESC);
ALTER TABLE public.garp_assessments ENABLE ROW LEVEL SECURITY;
CREATE POLICY "ga_read_all"   ON public.garp_assessments FOR SELECT USING (true);
CREATE POLICY "ga_auth_write" ON public.garp_assessments
  FOR ALL TO authenticated USING (true) WITH CHECK (true);

7. 7.Financial data is populated automatically when you run a GARP analysis — profiles, financials, income history, and scores are saved to these tables so future reports load instantly from the database without re-fetching from external APIs.