feat: Add long-term statistics support for performance sensors

- Changed state_class from "total" to "measurement" for all performance sensors
- Enables historical tracking beyond default 10-day retention period
- Supports trend visualization and statistical analysis
- Compatible with negative performance values (losses)

Affects:
- SaxoInvestmentPerformanceSensor (all-time)
- SaxoYTDInvestmentPerformanceSensor
- SaxoMonthInvestmentPerformanceSensor
- SaxoQuarterInvestmentPerformanceSensor
- SaxoAccumulatedProfitLossSensor

Closes #10

Author: steynovich

CHANGELOG.md

@@ -5,6 +5,32 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [2.7.0] - 2026-02-10
+
+### Added
+- **Long-Term Statistics Support**: Performance sensors now support Home Assistant's long-term statistics system ([#10](https://github.com/steynovich/ha-saxo-portfolio/issues/10))
+  - Changed `state_class` from `"total"` to `"measurement"` for all performance sensors
+  - Enables historical tracking beyond the default 10-day recorder retention period
+  - Supports trend visualization in History/Energy panels and statistical analysis
+  - Compatible with negative performance values (losses)
+  - Affects all 5 performance sensors:
+    - `SaxoInvestmentPerformanceSensor` (all-time)
+    - `SaxoYTDInvestmentPerformanceSensor`
+    - `SaxoMonthInvestmentPerformanceSensor`
+    - `SaxoQuarterInvestmentPerformanceSensor`
+    - `SaxoAccumulatedProfitLossSensor`
+
+### Changed
+- **Performance Sensor Configuration**: All performance sensors now use `state_class="measurement"` with `suggested_display_precision=2`
+- **SaxoPerformanceSensorBase**: Added default `state_class` and display precision configuration
+- **SaxoAccumulatedProfitLossSensor**: Changed from `state_class="total"` to `state_class="measurement"`
+
+### Technical Details
+- Updated `SaxoPerformanceSensorBase.__init__()` to set `state_class="measurement"` and `suggested_display_precision=2`
+- Updated `SaxoAccumulatedProfitLossSensor.__init__()` to use `state_class="measurement"`
+- Home Assistant `state_class="measurement"` allows both positive and negative values, suitable for investment performance tracking
+- No breaking changes - existing functionality preserved, statistics tracking now enabled
+
 ## [2.6.0] - 2026-02-03
 
 ### Added
@@ -1260,6 +1286,7 @@ Condition #4 ensures reload only happens AFTER initial setup completes, when sen
 - Modular data models for type safety and consistency
 - Proper Home Assistant integration patterns
 
+[2.7.0]: https://github.com/steynovich/ha-saxo-portfolio/releases/tag/v2.7.0
 [2.6.0]: https://github.com/steynovich/ha-saxo-portfolio/releases/tag/v2.6.0
 [2.2.1]: https://github.com/steynovich/ha-saxo-portfolio/releases/tag/v2.2.1
 [2.2.0]: https://github.com/steynovich/ha-saxo-portfolio/releases/tag/v2.2.0

CLAUDE.md

@@ -45,6 +45,7 @@ python -m pytest tests/   # Run tests
 - `SaxoMonthInvestmentPerformanceSensor`, `SaxoQuarterInvestmentPerformanceSensor`
 - `SaxoAccumulatedProfitLossSensor` (from `/hist/v3/perf/`)
 - `SaxoCashTransferBalanceSensor`
+- All performance sensors support long-term statistics (`state_class="measurement"`)
 
 ### Diagnostic Sensors
 - `SaxoClientIDSensor`, `SaxoAccountIDSensor`, `SaxoNameSensor`
@@ -68,11 +69,12 @@ Device: `"Saxo {ClientId} Portfolio"`
 - `SaxoSensorBase` - Common functionality for all sensors
 - `SaxoBalanceSensorBase` - Monetary sensors with currency handling, `state_class="total"`
 - `SaxoDiagnosticSensorBase` - EntityCategory.DIAGNOSTIC
-- `SaxoPerformanceSensorBase` - Time period handling and caching
+- `SaxoPerformanceSensorBase` - Time period handling, caching, and long-term statistics (`state_class="measurement"`)
 
 ### Key Behaviors
 - **Market Hours**: 5 min updates during market hours, 30 min after hours
 - **Performance Caching**: 2-hour cache for performance data
+- **Long-Term Statistics**: Performance sensors support HA statistics for historical tracking
 - **Sticky Availability**: Sensors stay available during updates, unavailable after 15+ min failures
 - **Graceful Degradation**: Performance API failures don't block balance data
 - **GUI Reauthentication**: OAuth reauth without removing integration

README.md

@@ -14,6 +14,7 @@ A **Platinum-grade** Home Assistant integration for monitoring your Saxo Bank po
 - 💰 **Nine Portfolio Sensors**: Real-time balance, performance metrics, and cash transfer tracking from multiple Saxo API endpoints
 - 📊 **Seven Diagnostic Sensors**: Built-in monitoring for integration health, account identification, token expiry, and market status
 - ⚡ **Smart Performance Caching**: Performance data updates hourly while balance data remains real-time for optimal API usage
+- 📈 **Long-Term Statistics**: Performance sensors support Home Assistant statistics for historical tracking and trend analysis
 - 🏷️ **Automatic Entity Naming**: Entity names auto-generated using your Saxo Client ID (e.g., `saxo_123456_cash_balance`)
 - 🕒 **Intelligent Scheduling**: Configurable market timezone with dynamic update intervals (5 min during market hours, 30 min after hours)
 - 📊 **Performance Analytics**: All-time profit/loss, investment returns, and cash transfer balance tracking
@@ -40,6 +41,12 @@ The integration provides **nine comprehensive sensors** that automatically use y
 - **Quarter Investment Performance**: Quarter-to-Date portfolio return percentage (`sensor.saxo_{clientid}_quarter_investment_performance`)
 - **Cash Transfer Balance**: Latest cash transfer value tracking deposits and withdrawals (`sensor.saxo_{clientid}_cash_transfer_balance`)
 
+**Long-Term Statistics**: All performance sensors support Home Assistant's long-term statistics system with `state_class: measurement`, enabling:
+- Historical data retention beyond the default 10-day recorder purge period
+- Trend visualization in History and Energy panels
+- Statistical analysis with min, max, and mean values
+- Support for both positive and negative performance values
+
 ### Key Features
 - **API Endpoints Used**: `/port/v1/balances/me`, `/port/v1/clients/me`, `/port/v1/accounts/{AccountKey}`, `/hist/v3/perf/`, `/hist/v4/performance/timeseries`
 - **Currency Support**: Automatically detects and displays the appropriate currency unit

custom_components/saxo_portfolio/manifest.json

@@ -9,5 +9,5 @@
   "iot_class": "cloud_polling",
   "issue_tracker": "https://github.com/steynovich/ha-saxo-portfolio/issues",
   "requirements": ["saxo-openapi>=0.6.0"],
-  "version": "2.6.0"
+  "version": "2.7.0"
 }

custom_components/saxo_portfolio/sensor.py

@@ -427,7 +427,8 @@ def __init__(self, coordinator: SaxoCoordinator) -> None:
             icon="mdi:trending-up",
             unit_of_measurement=coordinator.get_currency(),
         )
-        self._attr_state_class = "total"
+        self._attr_state_class = "measurement"
+        self._attr_suggested_display_precision = 2
 
     @property
     def native_value(self) -> StateType:
@@ -493,6 +494,8 @@ def __init__(
             unit_of_measurement="%",
         )
         self._data_key = data_key
+        self._attr_state_class = "measurement"
+        self._attr_suggested_display_precision = 2
 
     @property
     def native_value(self) -> StateType: