Wheeler: monthly summary card + SPY/QQQ benchmark context

[heyitsStylez]

What

Adds a Wheeler-only Monthly Summary card above the P&L Calendar with month nav (current month = "Month to Date"):

• Premium Collected — gross premium + trade count for the month
• Net P&L — realised P&L for the month (from computePnl.realisedByMonth)
• Benchmark (price return) — SPY / QQQ % over the same month as context (stand-ins for S&P 500 / Nasdaq 100)

Zero-bookkeeping by design: portfolio figure is absolute dollars, no account-NAV input, no forced head-to-head.

How

• New core module 07c-render-monthly-summary.js (pure monthlySummary() dual-exported; self-gates on _isTradfi() like the calendar)
• New type=timeseries branch on the Twelve Data /api/quote proxy for daily closes; benchmark %s cached in localStorage (wheeler_bench) — past months permanent, current month refetched daily
• Wired into render(); #msum-sec mount in body.html; styles + crypto-hide in styles.css
• 3 unit tests

Notes

• Price return only (no dividends), labelled as such
• Net P&L is realised-for-the-month (no monthly mark-to-market)

Not yet verified

The time_series proxy branch is a thin passthrough not exercised offline — needs a live TWELVEDATA_KEY. Will verify response shape ({ values: [{datetime, close}] }) on the live site.

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Project	Deployment	Actions	Updated
gowheeler	Ready	Preview	Sep 5, 2026 4:48am UTC
hyperwheel	Ready	Preview	Sep 5, 2026 4:48am UTC